Investment House LLC Top Holdings and 13F Report (2025) About Investment House LLCInvestment ActivityInvestment House LLC has $1.98 billion in total holdings as of June 30, 2025.Investment House LLC owns shares of 216 different stocks, but just 52 companies or ETFs make up 80% of its holdings.Approximately 6.59% of the portfolio was purchased this quarter.About 4.64% of the portfolio was sold this quarter.This quarter, Investment House LLC has purchased 213 new stocks and bought additional shares in 61 stocks.Investment House LLC sold shares of 100 stocks and completely divested from 19 stocks this quarter.Largest Holdings Meta Platforms $123,030,501Apple $113,532,195Microsoft $105,425,362Amazon.com $77,008,450NVIDIA $73,295,682 Largest New Holdings this Quarter 74762E102 - Quanta Services $3,242,792 Holding14040H105 - Capital One Financial $3,027,788 Holding11271J107 - Brookfield $2,890,127 Holding934423104 - Warner Bros. Discovery $2,503,872 Holding81764X103 - SERVICETITAN INC $1,536,532 Holding Largest Purchases this Quarter Dell Technologies 71,390 shares (about $8.75M)REDDIT INC 48,125 shares (about $7.25M)UnitedHealth Group 20,961 shares (about $6.54M)Yandex 113,554 shares (about $6.28M)Fastenal 123,938 shares (about $5.21M) Largest Sales this Quarter Merck & Co., Inc. 75,437 shares (about $5.97M)Microsoft 11,584 shares (about $5.76M)Charles River Laboratories International 34,167 shares (about $5.18M)HP 191,906 shares (about $4.69M)iShares China Large-Cap ETF 89,195 shares (about $3.28M) Sector Allocation Over TimeMap of 500 Largest Holdings ofInvestment House LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMETAMeta Platforms$123,030,501$1,888,769 ▲1.6%166,6886.2%Computer and TechnologyAAPLApple$113,532,195$3,707,830 ▲3.4%553,3575.7%Computer and TechnologyMSFTMicrosoft$105,425,362$5,761,987 ▼-5.2%211,9495.3%Computer and TechnologyAMZNAmazon.com$77,008,450$4,119,263 ▲5.7%351,0123.9%Retail/WholesaleNVDANVIDIA$73,295,682$999,919 ▼-1.3%463,9263.7%Computer and TechnologyCOSTCostco Wholesale$63,936,595$1,360,185 ▼-2.1%64,5863.2%Retail/WholesaleINTUIntuit$62,044,241$344,983 ▼-0.6%78,7733.1%Computer and TechnologyGOOGLAlphabet$60,173,440$577,154 ▼-1.0%341,4483.0%Computer and TechnologyMELIMercadoLibre$38,298,393$1,887,084 ▲5.2%14,6531.9%Retail/WholesaleLLYEli Lilly and Company$36,766,813$288,428 ▼-0.8%47,1651.9%MedicalGOOGAlphabet$35,775,306$1,022,299 ▼-2.8%201,6761.8%Computer and TechnologyNUNU$35,640,659$1,582,492 ▲4.6%2,597,7161.8%FinanceAXPAmerican Express$35,278,019$1,404,792 ▲4.1%110,5961.8%FinanceICEIntercontinental Exchange$34,530,828$2,446,385 ▲7.6%188,2101.7%FinanceADBEAdobe$34,504,280$171,388 ▼-0.5%89,1861.7%Computer and TechnologyMSIMotorola Solutions$33,216,340$295,163 ▼-0.9%79,0001.7%Computer and TechnologyWMWaste Management$30,763,858$153,080 ▼-0.5%134,4461.6%Business ServicesDELLDell Technologies$29,145,085$8,752,414 ▲42.9%237,7251.5%Computer and TechnologyACNAccenture$27,537,234$188,898 ▼-0.7%92,1321.4%Computer and TechnologyADPAutomatic Data Processing$26,983,767$10,794 ▼0.0%87,4961.4%Computer and TechnologyPAYXPaychex$26,391,487$75,057 ▼-0.3%181,4351.3%Computer and TechnologyTXNTexas Instruments$25,212,889$243,953 ▼-1.0%121,4381.3%Computer and TechnologyBKNGBooking$22,103,318$86,839 ▼-0.4%3,8181.1%Retail/WholesaleWSMWilliams-Sonoma$21,758,869$2,574,215 ▲13.4%133,1881.1%Retail/WholesaleQCOMQUALCOMM$21,419,408$728,935 ▼-3.3%134,4931.1%Computer and TechnologySESEA$20,887,098$171,936 ▼-0.8%130,5931.1%Computer and TechnologyUBERUber Technologies$19,878,218$2,879,518 ▲16.9%213,0571.0%Computer and TechnologyADSKAutodesk$19,849,422$133,425 ▼-0.7%64,1191.0%Computer and TechnologyECLEcolab$18,269,020$125,289 ▲0.7%67,8040.9%Basic MaterialsLOWLowe's Companies$17,780,866$2,947,096 ▼-14.2%80,1410.9%Retail/WholesaleAPPLOVIN CORP$17,630,729$1,211,977 ▲7.4%50,3620.9%COM CL AVVisa$17,077,790$131,013 ▲0.8%48,1000.9%Business ServicesCRWDCrowdStrike$16,254,629$5,093 ▼0.0%31,9150.8%Computer and TechnologySYKStryker$15,920,942$77,543 ▲0.5%40,2420.8%MedicalISRGIntuitive Surgical$15,555,1110.0%28,6250.8%MedicalJNJJohnson & Johnson$14,588,389$3,553,118 ▲32.2%95,5050.7%MedicalORCLOracle$14,496,481$36,948 ▲0.3%66,3060.7%Computer and TechnologyZTSZoetis$14,195,505$134,897 ▲1.0%91,0260.7%MedicalGWWW.W. Grainger$13,525,200$74,897 ▼-0.6%13,0020.7%IndustrialsYNDXYandex$13,210,535$6,282,943 ▲90.7%238,7590.7%Computer and TechnologyUNPUnion Pacific$12,848,894$79,838 ▼-0.6%55,8450.6%TransportationMAPLEBEAR INC$12,652,949$2,024,264 ▲19.0%279,6850.6%COMEWEdwards Lifesciences$12,399,335$102,846 ▼-0.8%158,5390.6%MedicalIBBiShares Biotechnology ETF$12,011,872$1,175,531 ▲10.8%94,9480.6%FinanceCRMSalesforce$11,865,560$2,756,351 ▲30.3%43,5130.6%Computer and TechnologyEXPEExpedia Group$11,847,015$4,019,119 ▲51.3%70,2340.6%Retail/WholesaleMAMastercard$11,550,678$144,981 ▼-1.2%20,5550.6%Business ServicesTRMBTrimble$11,456,644$129,166 ▼-1.1%150,7850.6%IndustrialsWMTWalmart$11,440,553$44,001 ▼-0.4%117,0030.6%Retail/WholesaleCMICummins$11,217,425$181,106 ▼-1.6%34,2520.6%Auto/Tires/TrucksCHDChurch & Dwight$11,075,492$2,396,400 ▼-17.8%115,2380.6%Consumer StaplesPYPLPayPal$10,878,986$148,120 ▼-1.3%146,3800.6%Business ServicesFASTFastenal$10,441,326$5,205,396 ▲99.4%248,6030.5%Retail/WholesaleABNBAirbnb$10,010,198$3,247,624 ▲48.0%75,6400.5%Consumer DiscretionaryNVSNovartis$9,900,675$46,831 ▼-0.5%81,8170.5%MedicalAMGNAmgen$9,651,452$252,127 ▼-2.5%34,5670.5%MedicalUNHUnitedHealth Group$9,432,725$6,539,203 ▲226.0%30,2360.5%MedicalANAutoNation$9,185,576$318,833 ▼-3.4%46,2400.5%Retail/WholesaleREDDIT INC$9,033,016$7,246,198 ▲405.5%59,9920.5%CL AABBVAbbVie$8,852,589$47,147 ▼-0.5%47,6920.4%MedicalDEDeere & Company$8,262,964$72,206 ▼-0.9%16,2500.4%IndustrialsFVRRFiverr International$8,135,849$26,690 ▲0.3%277,3900.4%Retail/WholesaleCCCSCCC Intelligent Solutions$7,404,023$2,212,338 ▲42.6%786,8250.4%Computer and TechnologyDHID.R. Horton$6,961,293$2,647,114 ▼-27.5%53,9970.4%ConstructionCORPAY INC$6,770,123$1,769,596 ▲35.4%20,4030.3%COM SHSEXPDExpeditors International of Washington$6,758,916$866,586 ▼-11.4%59,1590.3%TransportationNSCNorfolk Southern$6,755,688$51,193 ▼-0.8%26,3930.3%TransportationFDXFedEx$6,617,530$2,712,524 ▼-29.1%29,1120.3%TransportationTTDTrade Desk$6,479,993$4,848,476 ▲297.2%90,0120.3%Computer and TechnologyLINDE PLC$6,093,241$102,750 ▼-1.7%12,9870.3%SHSHDHome Depot$5,890,443$16,499 ▼-0.3%16,0660.3%Retail/WholesaleBLDRBuilders FirstSource$5,715,017$771,291 ▲15.6%47,0070.3%Retail/WholesaleCPNGCoupang$5,697,883$4,144,457 ▲266.8%190,1830.3%Retail/WholesaleAMDAdvanced Micro Devices$5,514,234$380,292 ▲7.4%38,8600.3%Computer and TechnologyBRK.BBerkshire Hathaway$5,343,956$65,093 ▲1.2%11,0010.3%FinanceSOLVENTUM CORP$5,128,908$329,525 ▲6.9%67,6280.3%COM SHSWATWaters$5,045,024$46,422 ▼-0.9%14,4540.3%MedicalCSCOCisco Systems$5,037,451$5,065 ▲0.1%72,6070.3%Computer and TechnologyMRKMerck & Co., Inc.$4,804,062$5,971,593 ▼-55.4%60,6880.2%MedicalCRLCharles River Laboratories International$4,766,294$5,184,158 ▼-52.1%31,4130.2%MedicalTLTiShares 20+ Year Treasury Bond ETF$4,648,128$2,447,261 ▲111.2%52,6700.2%ETFBACBank of America$4,536,975$85,649 ▼-1.9%95,8790.2%FinanceQXO INC$4,333,719$1,730,847 ▲66.5%201,1940.2%COM NEWMCDMcDonald's$4,305,417$45,871 ▼-1.1%14,7360.2%Retail/WholesaleIBMInternational Business Machines$4,274,3100.0%14,5000.2%Computer and TechnologyNKENIKE$4,254,372$765,527 ▼-15.2%59,8870.2%Consumer DiscretionaryXBISPDR S&P Biotech ETF$4,106,279$3,762,119 ▲1,093.1%49,5150.2%ETFDISWalt Disney$4,078,937$3,434,085 ▲532.5%32,8920.2%Consumer DiscretionarySHViShares Short Treasury Bond ETF$3,843,9410.0%34,8120.2%ETFSHYiShares 1-3 Year Treasury Bond ETF$3,773,387$529,645 ▲16.3%45,5390.2%ManufacturingSMGScotts Miracle-Gro$3,731,027$265,819 ▼-6.7%56,5650.2%Consumer StaplesMDTMedtronic$3,667,097$83,945 ▼-2.2%42,0680.2%MedicalSPYSPDR S&P 500 ETF Trust$3,646,450$2,705,490 ▼-42.6%5,9020.2%FinanceGFFGriffon$3,510,017$2,881,845 ▲458.8%48,5010.2%Multi-Sector ConglomeratesBABAAlibaba Group$3,481,687$3,254,867 ▲1,435.0%30,7000.2%Retail/WholesaleBLOCK INC$3,456,143$1,198,285 ▼-25.7%50,8780.2%CL AASMLASML$3,357,023$15,226 ▲0.5%4,1890.2%Computer and TechnologyABTAbbott Laboratories$3,276,209$8,977 ▼-0.3%24,0880.2%MedicalPWRQuanta Services$3,242,792$3,242,792 ▲New Holding8,5770.2%ConstructionRLRalph Lauren$3,217,304$10,971 ▼-0.3%11,7300.2%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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