INVESTMENT HOUSE LLC Q4 2025 Filing
Filed February 6, 2026
Portfolio Value
$2.1T
Holdings
215
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (215 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 519,601 | $141.3B | 6.71% | |
| 2 | GOOGLALPHABET INC | 370,462 | $116.0B | 5.51% | |
| 3 | METAMETA PLATFORMS INC | 160,951 | $106.2B | 5.05% | |
| 4 | MSFTMICROSOFT CORP | 205,344 | $99.3B | 4.72% | |
| 5 | NVDANVIDIA CORPORATION | 454,137 | $84.7B | 4.03% | |
| 6 | AMZNAMAZON COM INC | 328,924 | $75.9B | 3.61% | |
| 7 | GOOGALPHABET INC | 209,480 | $65.7B | 3.12% | |
| 8 | COSTCOSTCO WHSL CORP NEW | 63,541 | $54.8B | 2.60% | |
| 9 | INTUINTUIT | 76,468 | $50.7B | 2.41% | |
| 10 | LLYELI LILLY & CO | 46,893 | $50.4B | 2.40% | |
| 11 | NUNU HLDGS LTD | 2,588,691 | $43.3B | 2.06% | |
| 12 | AXPAMERICAN EXPRESS CO | 110,567 | $40.9B | 1.94% | |
| 13 | ADBEADOBE INC | 97,851 | $34.2B | 1.63% | |
| 14 | APPAPPLOVIN CORP | 50,370 | $33.9B | 1.61% | |
| 15 | DELLDELL TECHNOLOGIES INC | 259,815 | $32.7B | 1.55% | |
| 16 | ICEINTERCONTINENTAL EXCHANGE IN | 185,325 | $30.0B | 1.43% | |
| 17 | WMWASTE MGMT INC DEL | 131,968 | $29.0B | 1.38% | |
| 18 | MLB1MERCADOLIBRE INC | 13,989 | $28.2B | 1.34% | |
| 19 | UNHUNITEDHEALTH GROUP INC | 80,166 | $26.5B | 1.26% | |
| 20 | WSMWILLIAMS SONOMA INC | 133,498 | $23.8B | 1.13% | |
| 21 | ADPAUTOMATIC DATA PROCESSING IN | 87,005 | $22.4B | 1.06% | |
| 22 | QCOMQUALCOMM INC | 128,828 | $22.0B | 1.05% | |
| 23 | MSIMOTOROLA SOLUTIONS INC | 57,135 | $21.9B | 1.04% | |
| 24 | BKNGBOOKING HOLDINGS INC | 3,832 | $20.5B | 0.98% | |
| 25 | EXPEEXPEDIA GROUP INC | 71,989 | $20.4B | 0.97% | |
| 26 | PAYXPAYCHEX INC | 180,970 | $20.3B | 0.96% | |
| 27 | JNJJOHNSON & JOHNSON | 95,829 | $19.8B | 0.94% | |
| 28 | LOWLOWES COS INC | 81,076 | $19.6B | 0.93% | |
| 29 | ADSKAUTODESK INC | 63,699 | $18.9B | 0.90% | |
| 30 | NBISNEBIUS GROUP N.V. | 218,858 | $18.3B | 0.87% | |
| 31 | TXNTEXAS INSTRS INC | 103,982 | $18.0B | 0.86% | |
| 32 | ECLECOLAB INC | 67,735 | $17.8B | 0.85% | |
| 33 | CMICUMMINS INC | 33,947 | $17.3B | 0.82% | |
| 34 | SESEA LTD | 133,668 | $17.1B | 0.81% | |
| 35 | IBBISHARES TR | 97,917 | $16.5B | 0.79% | |
| 36 | VVISA INC | 46,453 | $16.3B | 0.77% | |
| 37 | ISRGINTUITIVE SURGICAL INC | 28,680 | $16.2B | 0.77% | |
| 38 | ACNACCENTURE PLC IRELAND | 59,087 | $15.9B | 0.75% | |
| 39 | QXOQXO INC | 799,935 | $15.4B | 0.73% | |
| 40 | CRWDCROWDSTRIKE HLDGS INC | 31,965 | $15.0B | 0.71% | |
| 41 | MOHMOLINA HEALTHCARE INC | 84,280 | $14.6B | 0.70% | |
| 42 | SYKSTRYKER CORPORATION | 40,342 | $14.2B | 0.67% | |
| 43 | RDDTREDDIT INC | 60,995 | $14.0B | 0.67% | |
| 44 | UBERUBER TECHNOLOGIES INC | 163,785 | $13.4B | 0.64% | |
| 45 | CARTMAPLEBEAR INC | 297,378 | $13.4B | 0.64% | |
| 46 | WMTWALMART INC | 117,047 | $13.0B | 0.62% | |
| 47 | AFWALIGN TECHNOLOGY INC | 82,117 | $12.8B | 0.61% | |
| 48 | FDSFACTSET RESH SYS INC | 42,393 | $12.3B | 0.58% | |
| 49 | UNPUNION PAC CORP | 52,692 | $12.2B | 0.58% | |
| 50 | ABNBAIRBNB INC | 85,725 | $11.6B | 0.55% | |
| 51 | ORCLORACLE CORP | 58,453 | $11.4B | 0.54% | |
| 52 | NVSNNOVARTIS AG | 81,848 | $11.3B | 0.54% | |
| 53 | TRMBTRIMBLE INC | 143,366 | $11.2B | 0.53% | |
| 54 | MAMASTERCARD INCORPORATED | 19,571 | $11.2B | 0.53% | |
| 55 | XBISPDR SERIES TRUST | 91,495 | $11.2B | 0.53% | |
| 56 | ABBVABBVIE INC | 47,122 | $10.8B | 0.51% | |
| 57 | EWEDWARDS LIFESCIENCES CORP | 120,800 | $10.3B | 0.49% | |
| 58 | GWWWW GRAINGER INC | 9,559 | $9.6B | 0.46% | |
| 59 | ANAUTONATION INC | 46,240 | $9.5B | 0.45% | |
| 60 | FIGRFIGURE TECHNOLOGY SOLUTIO | 220,525 | $9.0B | 0.43% | |
| 61 | PYPLPAYPAL HLDGS INC | 150,675 | $8.8B | 0.42% | |
| 62 | EXPDEXPEDITORS INTL WASH INC | 58,303 | $8.7B | 0.41% | |
| 63 | PGRPROGRESSIVE CORP | 37,095 | $8.4B | 0.40% | |
| 64 | AMGNAMGEN INC | 25,552 | $8.4B | 0.40% | |
| 65 | AMDADVANCED MICRO DEVICES INC | 38,930 | $8.3B | 0.40% | |
| 66 | CHDCHURCH & DWIGHT CO INC | 96,589 | $8.1B | 0.38% | |
| 67 | CPNGCOUPANG INC | 331,422 | $7.8B | 0.37% | |
| 68 | DHID R HORTON INC | 53,911 | $7.8B | 0.37% | |
| 69 | DEDEERE & CO | 16,262 | $7.6B | 0.36% | |
| 70 | NSCNORFOLK SOUTHN CORP | 25,722 | $7.4B | 0.35% | |
| 71 | MUMICRON TECHNOLOGY INC | 23,760 | $6.8B | 0.32% | |
| 72 | JPMJPMORGAN CHASE & CO. | 20,018 | $6.5B | 0.31% | |
| 73 | FDXFEDEX CORP | 21,207 | $6.1B | 0.29% | |
| 74 | RSPINVESCO EXCHANGE TRADED FD T | 31,091 | $6.0B | 0.28% | |
| 75 | MRKMERCK & CO INC | 55,454 | $5.8B | 0.28% | |
| 76 | CSCOCISCO SYS INC | 73,450 | $5.7B | 0.27% | |
| 77 | BRK/BBERKSHIRE HATHAWAY INC DEL | 11,146 | $5.6B | 0.27% | |
| 78 | HDHOME DEPOT INC | 15,748 | $5.4B | 0.26% | |
| 79 | WATWATERS CORP | 14,083 | $5.3B | 0.25% | |
| 80 | BACBANK AMERICA CORP | 95,879 | $5.3B | 0.25% | |
| 81 | CRLCHARLES RIV LABS INTL INC | 24,442 | $4.9B | 0.23% | |
| 82 | TOLTOLL BROTHERS INC | 33,849 | $4.6B | 0.22% | |
| 83 | GLWCORNING INC | 51,815 | $4.5B | 0.22% | |
| 84 | SOLVSOLVENTUM CORP | 54,511 | $4.3B | 0.21% | |
| 85 | IBMINTERNATIONAL BUSINESS MACHS | 14,400 | $4.3B | 0.20% | |
| 86 | IBKRINTERACTIVE BROKERS GROUP IN | 64,913 | $4.2B | 0.20% | |
| 87 | RLRALPH LAUREN CORP | 11,630 | $4.1B | 0.20% | |
| 88 | FASTFASTENAL CO | 101,637 | $4.1B | 0.19% | |
| 89 | MDTMEDTRONIC PLC | 41,923 | $4.0B | 0.19% | |
| 90 | CPAYCORPAY INC | 13,325 | $4.0B | 0.19% | |
| 91 | SHVISHARES TR | 36,166 | $4.0B | 0.19% | |
| 92 | NKENIKE INC | 57,981 | $3.7B | 0.18% | |
| 93 | VALVALARIS LTD | 72,674 | $3.7B | 0.17% | |
| 94 | BLDRBUILDERS FIRSTSOURCE INC | 34,132 | $3.5B | 0.17% | |
| 95 | BNBROOKFIELD CORP | 72,894 | $3.3B | 0.16% | |
| 96 | CATCATERPILLAR INC | 5,808 | $3.3B | 0.16% | |
| 97 | CMCSACOMCAST CORP NEW | 110,943 | $3.3B | 0.16% | |
| 98 | SHYISHARES TR | 39,454 | $3.3B | 0.16% | |
| 99 | MCDMCDONALDS CORP | 10,592 | $3.2B | 0.15% | |
| 100 | ASMLASML HOLDING N V | 2,989 | $3.2B | 0.15% |
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