INVESTMENT HOUSE LLC Q3 2020 Filing
Filed November 6, 2020
Portfolio Value
$1.3T
Holdings
204
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (204 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 1,044,506 | $121.0B | 9.48% | |
| 2 | MSFTMICROSOFT CORP | 333,196 | $70.1B | 5.49% | |
| 3 | METAFACEBOOK INC | 237,556 | $62.2B | 4.87% | |
| 4 | AMZNAMAZON COM INC | 17,407 | $54.8B | 4.29% | |
| 5 | ADBEADOBE INC | 103,998 | $51.0B | 4.00% | |
| 6 | INTUINTUIT | 132,727 | $43.3B | 3.39% | |
| 7 | PYPLPAYPAL HLDGS INC | 204,150 | $40.2B | 3.15% | |
| 8 | SMGSCOTTS MIRACLE GRO CO | 213,668 | $32.7B | 2.56% | |
| 9 | BABAALIBABA GROUP HLDG LTD | 108,820 | $32.0B | 2.51% | |
| 10 | —ALPHABET INC | 21,334 | $31.3B | 2.45% | |
| 11 | GOOGALPHABET INC | 20,045 | $29.5B | 2.31% | |
| 12 | COSTCOSTCO WHSL CORP NEW | 72,861 | $25.9B | 2.03% | |
| 13 | HDHOME DEPOT INC | 80,295 | $22.3B | 1.75% | |
| 14 | ACNACCENTURE PLC IRELAND | 96,955 | $21.9B | 1.72% | |
| 15 | CRLCHARLES RIV LABS INTL INC | 93,608 | $21.2B | 1.66% | |
| 16 | CHDCHURCH & DWIGHT INC | 183,187 | $17.2B | 1.34% | |
| 17 | ICEINTERCONTINENTAL EXCHANGE IN | 169,722 | $17.0B | 1.33% | |
| 18 | JNJJOHNSON & JOHNSON | 113,726 | $16.9B | 1.33% | |
| 19 | TXNTEXAS INSTRS INC | 114,057 | $16.3B | 1.28% | |
| 20 | ECLECOLAB INC | 79,249 | $15.8B | 1.24% | |
| 21 | QCOMQUALCOMM INC | 127,547 | $15.0B | 1.18% | |
| 22 | WMWASTE MGMT INC DEL | 125,986 | $14.3B | 1.12% | |
| 23 | XYZSQUARE INC | 82,874 | $13.5B | 1.06% | |
| 24 | VUGVANGUARD INDEX FDS | 55,720 | $12.7B | 0.99% | |
| 25 | ZTSZOETIS INC | 76,288 | $12.6B | 0.99% | |
| 26 | PAYXPAYCHEX INC | 154,830 | $12.4B | 0.97% | |
| 27 | AMGNAMGEN INC | 48,587 | $12.3B | 0.97% | |
| 28 | NKENIKE INC | 91,935 | $11.5B | 0.90% | |
| 29 | IBBISHARES TR | 85,045 | $11.5B | 0.90% | |
| 30 | INTCINTEL CORP | 222,309 | $11.5B | 0.90% | |
| 31 | MDTMEDTRONIC PLC | 109,331 | $11.4B | 0.89% | |
| 32 | ADSKAUTODESK INC | 48,855 | $11.3B | 0.88% | |
| 33 | NVDANVIDIA CORP | 20,567 | $11.1B | 0.87% | |
| 34 | FDXFEDEX CORP | 41,379 | $10.4B | 0.82% | |
| 35 | EWEDWARDS LIFESCIENCES CORP | 128,965 | $10.3B | 0.81% | |
| 36 | TRMBTRIMBLE INC | 202,914 | $9.9B | 0.77% | |
| 37 | ADPAUTOMATIC DATA PROCESSING IN | 69,795 | $9.7B | 0.76% | |
| 38 | CLXCLOROX CO DEL | 45,266 | $9.5B | 0.75% | |
| 39 | GLWCORNING INC | 289,328 | $9.4B | 0.73% | |
| 40 | SAPSAP SE | 58,784 | $9.2B | 0.72% | |
| 41 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 54,765 | $9.0B | 0.71% | |
| 42 | SYKSTRYKER CORP | 40,292 | $8.4B | 0.66% | |
| 43 | ABBVABBVIE INC | 94,092 | $8.2B | 0.65% | |
| 44 | UPSUNITED PARCEL SERVICE INC | 47,483 | $7.9B | 0.62% | |
| 45 | VVISA INC | 39,167 | $7.8B | 0.61% | |
| 46 | MRKMERCK & CO INC | 93,782 | $7.8B | 0.61% | |
| 47 | NSCNORFOLK SOUTHERN CORP | 34,190 | $7.3B | 0.57% | |
| 48 | NVSNNOVARTIS A G | 83,306 | $7.2B | 0.57% | |
| 49 | BACVERIZON COMMUNICATIONS INC | 121,494 | $7.2B | 0.57% | |
| 50 | PEPPEPSICO INC | 52,136 | $7.2B | 0.57% | |
| 51 | LLYLILLY ELI & CO | 46,791 | $6.9B | 0.54% | |
| 52 | ISRGINTUITIVE SURGICAL INC | 9,360 | $6.6B | 0.52% | |
| 53 | MAMASTERCARD INC | 18,822 | $6.4B | 0.50% | |
| 54 | SYYSYSCO CORP | 101,055 | $6.3B | 0.49% | |
| 55 | PGPROCTER AND GAMBLE CO | 45,084 | $6.3B | 0.49% | |
| 56 | UNPUNION PACIFIC CORP | 31,338 | $6.2B | 0.48% | |
| 57 | ABTABBOTT LABS | 54,630 | $5.9B | 0.47% | |
| 58 | MSIMOTOROLA SOLUTIONS INC | 37,742 | $5.9B | 0.46% | |
| 59 | GWWGRAINGER W W INC | 14,637 | $5.2B | 0.41% | |
| 60 | CSCOCISCO SYS INC | 129,923 | $5.1B | 0.40% | |
| 61 | CRWDCROWDSTRIKE HLDGS INC | 35,770 | $4.9B | 0.38% | |
| 62 | CMICUMMINS INC | 21,614 | $4.6B | 0.36% | |
| 63 | EBSEMERGENT BIOSOLUTIONS INC | 44,025 | $4.5B | 0.36% | |
| 64 | FRPTFRESHPET INC | 39,294 | $4.4B | 0.34% | |
| 65 | WATWATERS CORP | 21,585 | $4.2B | 0.33% | |
| 66 | MMM3M CO | 25,905 | $4.1B | 0.33% | |
| 67 | MLB1MERCADOLIBRE INC | 3,788 | $4.1B | 0.32% | |
| 68 | ORCLORACLE CORP | 67,565 | $4.0B | 0.32% | |
| 69 | DCIDONALDSON INC | 83,900 | $3.9B | 0.31% | |
| 70 | VRTXVERTEX PHARMACEUTICALS INC | 13,086 | $3.6B | 0.28% | |
| 71 | BRK/BBERKSHIRE HATHAWAY INC DEL | 15,770 | $3.4B | 0.26% | |
| 72 | BAXBAXTER INTL INC | 41,392 | $3.3B | 0.26% | |
| 73 | MCDMCDONALDS CORP | 14,590 | $3.2B | 0.25% | |
| 74 | UNHUNITEDHEALTH GROUP INC | 9,790 | $3.1B | 0.24% | |
| 75 | BMYBRISTOL MYERS SQUIBB CO | 47,367 | $2.9B | 0.22% | |
| 76 | DISDISNEY WALT CO | 22,910 | $2.8B | 0.22% | |
| 77 | NIONIO INC | 127,258 | $2.7B | 0.21% | |
| 78 | IFFINTERNATIONAL FLAVORS&FRAGRA | 21,975 | $2.7B | 0.21% | |
| 79 | BKNGBOOKING HLDGS INC | 1,556 | $2.7B | 0.21% | |
| 80 | BLKCHFBLACKROCK INC | 4,628 | $2.6B | 0.20% | |
| 81 | IBMINTERNATIONAL BUSINESS MACHS | 20,652 | $2.5B | 0.20% | |
| 82 | JDJD.COM INC | 31,280 | $2.4B | 0.19% | |
| 83 | PFEPFIZER INC | 63,918 | $2.3B | 0.18% | |
| 84 | 7HPHP INC | 112,180 | $2.1B | 0.17% | |
| 85 | GILDGILEAD SCIENCES INC | 29,392 | $1.9B | 0.15% | |
| 86 | YUMYUM BRANDS INC | 20,204 | $1.8B | 0.14% | |
| 87 | BIIBBIOGEN INC | 6,439 | $1.8B | 0.14% | |
| 88 | SPOTSPOTIFY TECHNOLOGY S A | 7,285 | $1.8B | 0.14% | |
| 89 | TIFEURTIFFANY & CO NEW | 15,200 | $1.8B | 0.14% | |
| 90 | TDOCTELADOC HEALTH INC | 7,775 | $1.7B | 0.13% | |
| 91 | GRMNGARMIN LTD | 17,705 | $1.7B | 0.13% | |
| 92 | WBAWALGREENS BOOTS ALLIANCE INC | 46,600 | $1.7B | 0.13% | |
| 93 | NCLHNORWEGIAN CRUISE LINE HLDG L | 95,560 | $1.6B | 0.13% | |
| 94 | BRK-BBERKSHIRE HATHAWAY INC DEL | 5 | $1.6B | 0.13% | |
| 95 | ETSYETSY INC | 12,705 | $1.5B | 0.12% | |
| 96 | WMTWALMART INC | 10,809 | $1.5B | 0.12% | |
| 97 | CRMSALESFORCE COM INC | 6,012 | $1.5B | 0.12% | |
| 98 | CATCATERPILLAR INC DEL | 10,006 | $1.5B | 0.12% | |
| 99 | STZCONSTELLATION BRANDS INC | 7,717 | $1.5B | 0.11% | |
| 100 | CVSCVS HEALTH CORP | 24,918 | $1.5B | 0.11% |
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