INVESTMENT HOUSE LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$2.0B
Holdings
216
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (216 positions)
| Stock | Value |
|---|---|
METAMETA PLATFORMS INC | $123.0M |
AAPLAPPLE INC | $113.5M |
MSFTMICROSOFT CORP | $105.4M |
AMZNAMAZON COM INC | $77.0M |
NVDANVIDIA CORPORATION | $73.3M |
COSTCOSTCO WHSL CORP NEW | $63.9M |
INTUINTUIT | $62.0M |
GOOGLALPHABET INC | $60.2M |
MLB1MERCADOLIBRE INC | $38.3M |
LLYELI LILLY & CO | $36.8M |
GOOGALPHABET INC | $35.8M |
NUNU HLDGS LTD | $35.6M |
AXPAMERICAN EXPRESS CO | $35.3M |
ICEINTERCONTINENTAL EXCHANGE IN | $34.5M |
ADBEADOBE INC | $34.5M |
MSIMOTOROLA SOLUTIONS INC | $33.2M |
WMWASTE MGMT INC DEL | $30.8M |
DELLDELL TECHNOLOGIES INC | $29.1M |
ACNACCENTURE PLC IRELAND | $27.5M |
ADPAUTOMATIC DATA PROCESSING IN | $27.0M |
PAYXPAYCHEX INC | $26.4M |
TXNTEXAS INSTRS INC | $25.2M |
BKNGBOOKING HOLDINGS INC | $22.1M |
WSMWILLIAMS SONOMA INC | $21.8M |
QCOMQUALCOMM INC | $21.4M |
SESEA LTD | $20.9M |
UBERUBER TECHNOLOGIES INC | $19.9M |
ADSKAUTODESK INC | $19.8M |
ECLECOLAB INC | $18.3M |
LOWLOWES COS INC | $17.8M |
APPAPPLOVIN CORP | $17.6M |
VVISA INC | $17.1M |
CRWDCROWDSTRIKE HLDGS INC | $16.3M |
SYKSTRYKER CORPORATION | $15.9M |
ISRGINTUITIVE SURGICAL INC | $15.6M |
JNJJOHNSON & JOHNSON | $14.6M |
ORCLORACLE CORP | $14.5M |
ZTSZOETIS INC | $14.2M |
GWWGRAINGER W W INC | $13.5M |
NBISNEBIUS GROUP N.V. | $13.2M |
UNPUNION PAC CORP | $12.8M |
CARTMAPLEBEAR INC | $12.7M |
EWEDWARDS LIFESCIENCES CORP | $12.4M |
IBBISHARES TR | $12.0M |
CRMSALESFORCE INC | $11.9M |
EXPEEXPEDIA GROUP INC | $11.8M |
MAMASTERCARD INCORPORATED | $11.6M |
TRMBTRIMBLE INC | $11.5M |
WMTWALMART INC | $11.4M |
CMICUMMINS INC | $11.2M |
CHDCHURCH & DWIGHT CO INC | $11.1M |
PYPLPAYPAL HLDGS INC | $10.9M |
FASTFASTENAL CO | $10.4M |
ABNBAIRBNB INC | $10.0M |
NVSNNOVARTIS AG | $9.9M |
AMGNAMGEN INC | $9.7M |
UNHUNITEDHEALTH GROUP INC | $9.4M |
ANAUTONATION INC | $9.2M |
RDDTREDDIT INC | $9.0M |
ABBVABBVIE INC | $8.9M |
DEDEERE & CO | $8.3M |
FVRRFIVERR INTL LTD | $8.1M |
CCCCCC INTELLIGENT SOLUTIONS HL | $7.4M |
DHID R HORTON INC | $7.0M |
CPAYCORPAY INC | $6.8M |
EXPDEXPEDITORS INTL WASH INC | $6.8M |
NSCNORFOLK SOUTHN CORP | $6.8M |
FDXFEDEX CORP | $6.6M |
TTDTHE TRADE DESK INC | $6.5M |
LINLINDE PLC | $6.1M |
HDHOME DEPOT INC | $5.9M |
BLDRBUILDERS FIRSTSOURCE INC | $5.7M |
CPNGCOUPANG INC | $5.7M |
AMDADVANCED MICRO DEVICES INC | $5.5M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $5.3M |
SOLVSOLVENTUM CORP | $5.1M |
WATWATERS CORP | $5.0M |
CSCOCISCO SYS INC | $5.0M |
MRKMERCK & CO INC | $4.8M |
CRLCHARLES RIV LABS INTL INC | $4.8M |
TLTISHARES TR | $4.6M |
BACBANK AMERICA CORP | $4.5M |
QXOQXO INC | $4.3M |
MCDMCDONALDS CORP | $4.3M |
IBMINTERNATIONAL BUSINESS MACHS | $4.3M |
NKENIKE INC | $4.3M |
XBISPDR SERIES TRUST | $4.1M |
DISDISNEY WALT CO | $4.1M |
SHVISHARES TR | $3.8M |
SHYISHARES TR | $3.8M |
SMGSCOTTS MIRACLE-GRO CO | $3.7M |
MDTMEDTRONIC PLC | $3.7M |
SPYSPDR S&P 500 ETF TR | $3.6M |
GFFGRIFFON CORP | $3.5M |
BABAALIBABA GROUP HLDG LTD | $3.5M |
XYZBLOCK INC | $3.5M |
ASMLASML HOLDING N V | $3.4M |
ABTABBOTT LABS | $3.3M |
PWRQUANTA SVCS INC | $3.2M |
RLRALPH LAUREN CORP | $3.2M |
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