INVESTMENT HOUSE LLC Q4 2024 Filing
Filed February 11, 2025
Portfolio Value
$1.8T
Holdings
199
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (199 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 555,435 | $139.1B | 7.57% | |
| 2 | METAMETA PLATFORMS INC | 179,318 | $105.0B | 5.71% | |
| 3 | MSFTMICROSOFT CORP | 227,184 | $95.8B | 5.21% | |
| 4 | AMZNAMAZON COM INC | 349,206 | $76.6B | 4.17% | |
| 5 | GOOGLALPHABET INC | 351,691 | $66.6B | 3.62% | |
| 6 | NVDANVIDIA CORPORATION | 474,230 | $63.7B | 3.46% | |
| 7 | COSTCOSTCO WHSL CORP NEW | 65,118 | $59.7B | 3.25% | |
| 8 | INTUINTUIT | 86,297 | $54.2B | 2.95% | |
| 9 | GOOGALPHABET INC | 221,284 | $42.1B | 2.29% | |
| 10 | ADBEADOBE INC | 88,048 | $39.2B | 2.13% | |
| 11 | LLYELI LILLY & CO | 47,670 | $36.8B | 2.00% | |
| 12 | MSIMOTOROLA SOLUTIONS INC | 78,603 | $36.3B | 1.98% | |
| 13 | ACNACCENTURE PLC IRELAND | 92,607 | $32.6B | 1.77% | |
| 14 | AXPAMERICAN EXPRESS CO | 99,605 | $29.6B | 1.61% | |
| 15 | WMWASTE MGMT INC DEL | 134,785 | $27.2B | 1.48% | |
| 16 | ICEINTERCONTINENTAL EXCHANGE IN | 174,854 | $26.1B | 1.42% | |
| 17 | ADPAUTOMATIC DATA PROCESSING IN | 87,536 | $25.6B | 1.39% | |
| 18 | PAYXPAYCHEX INC | 181,007 | $25.4B | 1.38% | |
| 19 | MLB1MERCADOLIBRE INC | 14,711 | $25.0B | 1.36% | |
| 20 | NUNU HLDGS LTD | 2,340,942 | $24.3B | 1.32% | |
| 21 | TXNTEXAS INSTRS INC | 121,137 | $22.7B | 1.24% | |
| 22 | LOWLOWES COS INC | 85,591 | $21.1B | 1.15% | |
| 23 | QCOMQUALCOMM INC | 137,095 | $21.1B | 1.15% | |
| 24 | WSMWILLIAMS SONOMA INC | 112,311 | $20.8B | 1.13% | |
| 25 | BKNGBOOKING HOLDINGS INC | 3,804 | $18.9B | 1.03% | |
| 26 | ADSKAUTODESK INC | 63,030 | $18.6B | 1.01% | |
| 27 | ECLECOLAB INC | 66,719 | $15.6B | 0.85% | |
| 28 | APPAPPLOVIN CORP | 47,405 | $15.4B | 0.84% | |
| 29 | PYPLPAYPAL HLDGS INC | 178,493 | $15.2B | 0.83% | |
| 30 | VVISA INC | 47,806 | $15.1B | 0.82% | |
| 31 | ISRGINTUITIVE SURGICAL INC | 28,625 | $14.9B | 0.81% | |
| 32 | DELLDELL TECHNOLOGIES INC | 129,551 | $14.9B | 0.81% | |
| 33 | CHDCHURCH & DWIGHT CO INC | 140,907 | $14.8B | 0.80% | |
| 34 | MRKMERCK & CO INC | 148,297 | $14.8B | 0.80% | |
| 35 | ZTSZOETIS INC | 88,876 | $14.5B | 0.79% | |
| 36 | SYKSTRYKER CORPORATION | 39,856 | $14.4B | 0.78% | |
| 37 | SESEA LTD | 131,893 | $14.0B | 0.76% | |
| 38 | GWWGRAINGER W W INC | 13,074 | $13.8B | 0.75% | |
| 39 | CRMSALESFORCE INC | 39,104 | $13.1B | 0.71% | |
| 40 | UNPUNION PAC CORP | 55,217 | $12.6B | 0.69% | |
| 41 | MAMASTERCARD INCORPORATED | 23,504 | $12.4B | 0.67% | |
| 42 | FDXFEDEX CORP | 43,236 | $12.2B | 0.66% | |
| 43 | CRLCHARLES RIV LABS INTL INC | 65,265 | $12.0B | 0.66% | |
| 44 | EWEDWARDS LIFESCIENCES CORP | 161,574 | $12.0B | 0.65% | |
| 45 | CMICUMMINS INC | 33,785 | $11.8B | 0.64% | |
| 46 | IBBISHARES TR | 82,981 | $11.0B | 0.60% | |
| 47 | TRMBTRIMBLE INC | 153,035 | $10.8B | 0.59% | |
| 48 | ORCLORACLE CORP | 64,346 | $10.7B | 0.58% | |
| 49 | CRWDCROWDSTRIKE HLDGS INC | 31,010 | $10.6B | 0.58% | |
| 50 | WMTWALMART INC | 117,253 | $10.6B | 0.58% | |
| 51 | JNJJOHNSON & JOHNSON | 71,350 | $10.3B | 0.56% | |
| 52 | BRK/BBERKSHIRE HATHAWAY INC DEL | 22,740 | $10.3B | 0.56% | |
| 53 | 7HPHP INC | 291,597 | $9.5B | 0.52% | |
| 54 | AMGNAMGEN INC | 35,531 | $9.3B | 0.50% | |
| 55 | FASTFASTENAL CO | 121,470 | $8.7B | 0.48% | |
| 56 | ABBVABBVIE INC | 47,946 | $8.5B | 0.46% | |
| 57 | GPNGLOBAL PMTS INC | 73,046 | $8.2B | 0.45% | |
| 58 | CARTMAPLEBEAR INC | 196,665 | $8.1B | 0.44% | |
| 59 | FVRRFIVERR INTL LTD | 255,425 | $8.1B | 0.44% | |
| 60 | ANAUTONATION INC | 47,590 | $8.1B | 0.44% | |
| 61 | NVSNNOVARTIS AG | 82,304 | $8.0B | 0.44% | |
| 62 | UBERUBER TECHNOLOGIES INC | 127,010 | $7.7B | 0.42% | |
| 63 | DHID R HORTON INC | 50,846 | $7.1B | 0.39% | |
| 64 | EXPDEXPEDITORS INTL WASH INC | 62,599 | $6.9B | 0.38% | |
| 65 | DEDEERE & CO | 16,172 | $6.9B | 0.37% | |
| 66 | EXPEEXPEDIA GROUP INC | 34,052 | $6.3B | 0.35% | |
| 67 | NSCNORFOLK SOUTHN CORP | 26,543 | $6.2B | 0.34% | |
| 68 | HDHOME DEPOT INC | 15,716 | $6.1B | 0.33% | |
| 69 | CCCCCC INTELLIGENT SOLUTIONS HL | 515,820 | $6.1B | 0.33% | |
| 70 | XYZBLOCK INC | 67,643 | $5.7B | 0.31% | |
| 71 | RSPINVESCO EXCHANGE TRADED FD T | 32,659 | $5.7B | 0.31% | |
| 72 | RHRH | 14,508 | $5.7B | 0.31% | |
| 73 | WATWATERS CORP | 15,162 | $5.6B | 0.31% | |
| 74 | LINLINDE PLC | 13,106 | $5.5B | 0.30% | |
| 75 | SOLVSOLVENTUM CORP | 76,171 | $5.0B | 0.27% | |
| 76 | UNHUNITEDHEALTH GROUP INC | 9,375 | $4.7B | 0.26% | |
| 77 | SHYISHARES TR | 57,444 | $4.7B | 0.26% | |
| 78 | PEPPEPSICO INC | 30,633 | $4.7B | 0.25% | |
| 79 | BACBANK AMERICA CORP | 105,914 | $4.7B | 0.25% | |
| 80 | NKENIKE INC | 60,587 | $4.6B | 0.25% | |
| 81 | MCDMCDONALDS CORP | 14,893 | $4.3B | 0.23% | |
| 82 | CSCOCISCO SYS INC | 71,527 | $4.2B | 0.23% | |
| 83 | SMGSCOTTS MIRACLE-GRO CO | 61,190 | $4.1B | 0.22% | |
| 84 | AMDADVANCED MICRO DEVICES INC | 31,480 | $3.8B | 0.21% | |
| 85 | CPAYCORPAY INC | 11,223 | $3.8B | 0.21% | |
| 86 | SHVISHARES TR | 34,011 | $3.7B | 0.20% | |
| 87 | DHRDANAHER CORPORATION | 15,391 | $3.5B | 0.19% | |
| 88 | MDTMEDTRONIC PLC | 42,641 | $3.4B | 0.19% | |
| 89 | UPSUNITED PARCEL SERVICE INC | 26,908 | $3.4B | 0.18% | |
| 90 | MUMICRON TECHNOLOGY INC | 39,070 | $3.3B | 0.18% | |
| 91 | IBMINTERNATIONAL BUSINESS MACHS | 14,575 | $3.2B | 0.17% | |
| 92 | CMGCHIPOTLE MEXICAN GRILL INC | 51,850 | $3.1B | 0.17% | |
| 93 | MDLZMONDELEZ INTL INC | 52,035 | $3.1B | 0.17% | |
| 94 | SYYSYSCO CORP | 40,011 | $3.1B | 0.17% | |
| 95 | BMYBRISTOL-MYERS SQUIBB CO | 51,909 | $2.9B | 0.16% | |
| 96 | GRMNGARMIN LTD | 14,225 | $2.9B | 0.16% | |
| 97 | ABTABBOTT LABS | 24,154 | $2.7B | 0.15% | |
| 98 | BLDRBUILDERS FIRSTSOURCE INC | 18,957 | $2.7B | 0.15% | |
| 99 | RLRALPH LAUREN CORP | 11,695 | $2.7B | 0.15% | |
| 100 | ASMLASML HOLDING N V | 3,806 | $2.6B | 0.14% |
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