INVESTMENT HOUSE LLC Q4 2025 Filing
Filed February 6, 2026
Portfolio Value
$2.1B
Holdings
215
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (215 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $141.3M |
GOOGLALPHABET INC | $116.0M |
METAMETA PLATFORMS INC | $106.2M |
MSFTMICROSOFT CORP | $99.3M |
NVDANVIDIA CORPORATION | $84.7M |
AMZNAMAZON COM INC | $75.9M |
GOOGALPHABET INC | $65.7M |
COSTCOSTCO WHSL CORP NEW | $54.8M |
INTUINTUIT | $50.7M |
LLYELI LILLY & CO | $50.4M |
NUNU HLDGS LTD | $43.3M |
AXPAMERICAN EXPRESS CO | $40.9M |
ADBEADOBE INC | $34.2M |
APPAPPLOVIN CORP | $33.9M |
DELLDELL TECHNOLOGIES INC | $32.7M |
ICEINTERCONTINENTAL EXCHANGE IN | $30.0M |
WMWASTE MGMT INC DEL | $29.0M |
MLB1MERCADOLIBRE INC | $28.2M |
UNHUNITEDHEALTH GROUP INC | $26.5M |
WSMWILLIAMS SONOMA INC | $23.8M |
ADPAUTOMATIC DATA PROCESSING IN | $22.4M |
QCOMQUALCOMM INC | $22.0M |
MSIMOTOROLA SOLUTIONS INC | $21.9M |
BKNGBOOKING HOLDINGS INC | $20.5M |
EXPEEXPEDIA GROUP INC | $20.4M |
PAYXPAYCHEX INC | $20.3M |
JNJJOHNSON & JOHNSON | $19.8M |
LOWLOWES COS INC | $19.6M |
ADSKAUTODESK INC | $18.9M |
NBISNEBIUS GROUP N.V. | $18.3M |
TXNTEXAS INSTRS INC | $18.0M |
ECLECOLAB INC | $17.8M |
CMICUMMINS INC | $17.3M |
SESEA LTD | $17.1M |
IBBISHARES TR | $16.5M |
VVISA INC | $16.3M |
ISRGINTUITIVE SURGICAL INC | $16.2M |
ACNACCENTURE PLC IRELAND | $15.9M |
QXOQXO INC | $15.4M |
CRWDCROWDSTRIKE HLDGS INC | $15.0M |
MOHMOLINA HEALTHCARE INC | $14.6M |
SYKSTRYKER CORPORATION | $14.2M |
RDDTREDDIT INC | $14.0M |
UBERUBER TECHNOLOGIES INC | $13.4M |
CARTMAPLEBEAR INC | $13.4M |
WMTWALMART INC | $13.0M |
AFWALIGN TECHNOLOGY INC | $12.8M |
FDSFACTSET RESH SYS INC | $12.3M |
UNPUNION PAC CORP | $12.2M |
ABNBAIRBNB INC | $11.6M |
ORCLORACLE CORP | $11.4M |
NVSNNOVARTIS AG | $11.3M |
TRMBTRIMBLE INC | $11.2M |
MAMASTERCARD INCORPORATED | $11.2M |
XBISPDR SERIES TRUST | $11.2M |
ABBVABBVIE INC | $10.8M |
EWEDWARDS LIFESCIENCES CORP | $10.3M |
GWWWW GRAINGER INC | $9.6M |
ANAUTONATION INC | $9.5M |
FIGRFIGURE TECHNOLOGY SOLUTIO | $9.0M |
PYPLPAYPAL HLDGS INC | $8.8M |
EXPDEXPEDITORS INTL WASH INC | $8.7M |
PGRPROGRESSIVE CORP | $8.4M |
AMGNAMGEN INC | $8.4M |
AMDADVANCED MICRO DEVICES INC | $8.3M |
CHDCHURCH & DWIGHT CO INC | $8.1M |
CPNGCOUPANG INC | $7.8M |
DHID R HORTON INC | $7.8M |
DEDEERE & CO | $7.6M |
NSCNORFOLK SOUTHN CORP | $7.4M |
MUMICRON TECHNOLOGY INC | $6.8M |
JPMJPMORGAN CHASE & CO. | $6.5M |
FDXFEDEX CORP | $6.1M |
RSPINVESCO EXCHANGE TRADED FD T | $6.0M |
MRKMERCK & CO INC | $5.8M |
CSCOCISCO SYS INC | $5.7M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $5.6M |
HDHOME DEPOT INC | $5.4M |
WATWATERS CORP | $5.3M |
BACBANK AMERICA CORP | $5.3M |
CRLCHARLES RIV LABS INTL INC | $4.9M |
TOLTOLL BROTHERS INC | $4.6M |
GLWCORNING INC | $4.5M |
SOLVSOLVENTUM CORP | $4.3M |
IBMINTERNATIONAL BUSINESS MACHS | $4.3M |
IBKRINTERACTIVE BROKERS GROUP IN | $4.2M |
RLRALPH LAUREN CORP | $4.1M |
FASTFASTENAL CO | $4.1M |
MDTMEDTRONIC PLC | $4.0M |
CPAYCORPAY INC | $4.0M |
SHVISHARES TR | $4.0M |
NKENIKE INC | $3.7M |
VALVALARIS LTD | $3.7M |
BLDRBUILDERS FIRSTSOURCE INC | $3.5M |
BNBROOKFIELD CORP | $3.3M |
CATCATERPILLAR INC | $3.3M |
CMCSACOMCAST CORP NEW | $3.3M |
SHYISHARES TR | $3.3M |
MCDMCDONALDS CORP | $3.2M |
ASMLASML HOLDING N V | $3.2M |
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