INVESTMENT HOUSE LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$2.0T
Holdings
216
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (216 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | SNPSSYNOPSYS INC | 6,147 | $3.2B | 0.16% | |
| 102 | PEPPEPSICO INC | 23,189 | $3.1B | 0.15% | |
| 103 | COFCAPITAL ONE FINL CORP | 14,231 | $3.0B | 0.15% | |
| 104 | GRMNGARMIN LTD | 14,225 | $3.0B | 0.15% | |
| 105 | MUMICRON TECHNOLOGY INC | 24,035 | $3.0B | 0.15% | |
| 106 | CMGCHIPOTLE MEXICAN GRILL INC | 52,300 | $2.9B | 0.15% | |
| 107 | BNBROOKFIELD CORP | 46,728 | $2.9B | 0.15% | |
| 108 | SYYSYSCO CORP | 38,140 | $2.9B | 0.15% | |
| 109 | GLWCORNING INC | 51,665 | $2.7B | 0.14% | |
| 110 | TOLTOLL BROTHERS INC | 23,256 | $2.7B | 0.13% | |
| 111 | AVGOBROADCOM INC | 9,437 | $2.6B | 0.13% | |
| 112 | KVUEKENVUE INC | 123,681 | $2.6B | 0.13% | |
| 113 | WBDWARNER BROS DISCOVERY INC | 218,488 | $2.5B | 0.13% | |
| 114 | YUMYUM BRANDS INC | 16,610 | $2.5B | 0.12% | |
| 115 | CATCATERPILLAR INC | 5,808 | $2.3B | 0.11% | |
| 116 | 7HPHP INC | 91,966 | $2.2B | 0.11% | |
| 117 | ACMAECOM | 19,221 | $2.2B | 0.11% | |
| 118 | AZEKAZEK CO INC | 36,530 | $2.0B | 0.10% | |
| 119 | GILDGILEAD SCIENCES INC | 17,047 | $1.9B | 0.10% | |
| 120 | BLKBLACKROCK INC | 1,780 | $1.9B | 0.09% | |
| 121 | JPMJPMORGAN CHASE & CO. | 6,316 | $1.8B | 0.09% | |
| 122 | TMOTHERMO FISHER SCIENTIFIC INC | 4,444 | $1.8B | 0.09% | |
| 123 | TAT&T INC | 61,444 | $1.8B | 0.09% | |
| 124 | TTANSERVICETITAN INC | 14,336 | $1.5B | 0.08% | |
| 125 | PGPROCTER AND GAMBLE CO | 9,418 | $1.5B | 0.08% | |
| 126 | NEENEXTERA ENERGY INC | 21,350 | $1.5B | 0.07% | |
| 127 | BMYBRISTOL-MYERS SQUIBB CO | 31,999 | $1.5B | 0.07% | |
| 128 | KOCOCA COLA CO | 20,498 | $1.5B | 0.07% | |
| 129 | MRVLMARVELL TECHNOLOGY INC | 18,065 | $1.4B | 0.07% | |
| 130 | DOWDOW INC | 50,490 | $1.3B | 0.07% | |
| 131 | DHRDANAHER CORPORATION | 6,535 | $1.3B | 0.07% | |
| 132 | RHRH | 6,691 | $1.3B | 0.06% | |
| 133 | TJXTJX COS INC NEW | 8,919 | $1.1B | 0.06% | |
| 134 | VTVANGUARD INTL EQUITY INDEX F | 8,369 | $1.1B | 0.05% | |
| 135 | TTTRANE TECHNOLOGIES PLC | 2,400 | $1.0B | 0.05% | |
| 136 | SCHWSCHWAB CHARLES CORP | 11,500 | $1.0B | 0.05% | |
| 137 | MMM3M CO | 6,768 | $1.0B | 0.05% | |
| 138 | GSGOLDMAN SACHS GROUP INC | 1,433 | $1.0B | 0.05% | |
| 139 | SBUXSTARBUCKS CORP | 11,010 | $1.0B | 0.05% | |
| 140 | RSPINVESCO EXCHANGE TRADED FD T | 5,362 | $974.5M | 0.05% | |
| 141 | AG8AGILENT TECHNOLOGIES INC | 8,245 | $973.0M | 0.05% | |
| 142 | HCCWARRIOR MET COAL INC | 20,000 | $916.6M | 0.05% | |
| 143 | XLUSELECT SECTOR SPDR TR | 10,900 | $890.1M | 0.05% | |
| 144 | TSLATESLA INC | 2,778 | $882.5M | 0.04% | |
| 145 | EBAEBAY INC. | 11,675 | $869.3M | 0.04% | |
| 146 | IDXXIDEXX LABS INC | 1,550 | $831.3M | 0.04% | |
| 147 | LQDISHARES TR | 7,565 | $829.2M | 0.04% | |
| 148 | NOWSERVICENOW INC | 797 | $819.4M | 0.04% | |
| 149 | ULTAULTA BEAUTY INC | 1,750 | $818.7M | 0.04% | |
| 150 | CLCOLGATE PALMOLIVE CO | 8,940 | $812.6M | 0.04% | |
| 151 | ADIANALOG DEVICES INC | 3,395 | $808.1M | 0.04% | |
| 152 | EWZISHARES INC | 27,637 | $797.3M | 0.04% | |
| 153 | AGGISHARES TR | 7,915 | $785.2M | 0.04% | |
| 154 | FXEINVESCO CURRENCYSHARES EURO | 7,133 | $776.0M | 0.04% | |
| 155 | WECWEC ENERGY GROUP INC | 7,300 | $760.7M | 0.04% | |
| 156 | WINGWINGSTOP INC | 2,250 | $757.7M | 0.04% | |
| 157 | LADLITHIA MTRS INC | 2,240 | $756.7M | 0.04% | |
| 158 | LENLENNAR CORP | 6,829 | $755.4M | 0.04% | |
| 159 | FXIISHARES TR | 20,517 | $754.2M | 0.04% | |
| 160 | COINCOINBASE GLOBAL INC | 2,132 | $747.2M | 0.04% | |
| 161 | PANWPALO ALTO NETWORKS INC | 3,650 | $746.9M | 0.04% | |
| 162 | FXYINVESCO CURRENCYSHARES JAPAN | 11,615 | $742.7M | 0.04% | |
| 163 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 3,031 | $686.5M | 0.03% | |
| 164 | CNRCORE NATURAL RESOURCES INC | 9,520 | $663.9M | 0.03% | |
| 165 | AMRALPHA METALLURGICAL RESOUR I | 5,810 | $653.5M | 0.03% | |
| 166 | SHOPSHOPIFY INC | 5,660 | $652.9M | 0.03% | |
| 167 | DCIDONALDSON INC | 9,400 | $651.9M | 0.03% | |
| 168 | AEPAMERICAN ELEC PWR CO INC | 5,957 | $618.1M | 0.03% | |
| 169 | OLNOLIN CORP | 30,000 | $602.7M | 0.03% | |
| 170 | CVSCVS HEALTH CORP | 8,715 | $601.2M | 0.03% | |
| 171 | RTXRTX CORPORATION | 4,040 | $589.9M | 0.03% | |
| 172 | NFLXNETFLIX INC | 440 | $589.2M | 0.03% | |
| 173 | LPXLOUISIANA PAC CORP | 6,759 | $581.2M | 0.03% | |
| 174 | UPSUNITED PARCEL SERVICE INC | 5,516 | $556.8M | 0.03% | |
| 175 | EIXEDISON INTL | 10,078 | $520.0M | 0.03% | |
| 176 | SHWSHERWIN WILLIAMS CO | 1,500 | $515.0M | 0.03% | |
| 177 | PFEPFIZER INC | 21,191 | $513.7M | 0.03% | |
| 178 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 2,104 | $511.0M | 0.03% | |
| 179 | BACVERIZON COMMUNICATIONS INC | 11,782 | $509.8M | 0.03% | |
| 180 | PBEINVESCO EXCHANGE TRADED FD T | 7,480 | $479.5M | 0.02% | |
| 181 | VPUVANGUARD WORLD FD | 2,700 | $476.6M | 0.02% | |
| 182 | DGXQUEST DIAGNOSTICS INC | 2,475 | $444.6M | 0.02% | |
| 183 | PLTRPALANTIR TECHNOLOGIES INC | 3,259 | $444.3M | 0.02% | |
| 184 | VRTXVERTEX PHARMACEUTICALS INC | 969 | $431.4M | 0.02% | |
| 185 | ITWILLINOIS TOOL WKS INC | 1,675 | $414.1M | 0.02% | |
| 186 | SOSOUTHERN CO | 4,458 | $409.4M | 0.02% | |
| 187 | FSKFS KKR CAP CORP | 17,911 | $371.7M | 0.02% | |
| 188 | EAELECTRONIC ARTS INC | 2,235 | $356.9M | 0.02% | |
| 189 | MCKMCKESSON CORP | 480 | $351.7M | 0.02% | |
| 190 | INTCINTEL CORP | 15,499 | $347.2M | 0.02% | |
| 191 | REGNREGENERON PHARMACEUTICALS | 657 | $344.9M | 0.02% | |
| 192 | HONHONEYWELL INTL INC | 1,425 | $331.9M | 0.02% | |
| 193 | BLDTOPBUILD CORP | 1,000 | $323.7M | 0.02% | |
| 194 | MDLZMONDELEZ INTL INC | 4,574 | $308.5M | 0.02% | |
| 195 | IRENIREN LIMITED | 20,000 | $291.4M | 0.01% | |
| 196 | DYHTARGET CORP | 2,900 | $286.1M | 0.01% | |
| 197 | IRMIRON MTN INC DEL | 2,700 | $276.9M | 0.01% | |
| 198 | USBUS BANCORP DEL | 6,025 | $272.6M | 0.01% | |
| 199 | MTBM & T BK CORP | 1,350 | $261.9M | 0.01% | |
| 200 | ZSZSCALER INC | 815 | $255.9M | 0.01% |