Investment House LLC Top Holdings and 13F Report (2025)

About Investment House LLC

Investment Activity

Investment House LLC has $1.76 billion in total holdings as of March 31, 2025.
Investment House LLC owns shares of 213 different stocks, but just 54 companies or ETFs make up 80% of its holdings.
Approximately 4.57% of the portfolio was purchased this quarter.
About 3.86% of the portfolio was sold this quarter.
This quarter, Investment House LLC has purchased 199 new stocks and bought additional shares in 81 stocks.
Investment House LLC sold shares of 63 stocks and completely divested from 12 stocks this quarter.

Largest Holdings

Apple: $118,902,925
Meta Platforms: $94,597,199
Microsoft: $83,912,178
Amazon.com: $63,211,158
Costco Wholesale: $62,383,965

Largest New Holdings this Quarter

78462F103 - SPDR S&P 500 ETF Trust: $5,750,997 Holding
464287184 - iShares China Large-Cap ETF: $3,932,078 Holding
N3167Y103 - Ferrari: $2,671,683 Holding
615369105 - Moody's: $2,188,277 Holding
531229755 - Formula One Group: $2,037,286 Holding

Largest Purchases this Quarter

SPDR S&P 500 ETF Trust: 10,281 shares (about $5.75M)
Uber Technologies: 55,184 shares (about $4.02M)
iShares China Large-Cap ETF: 109,712 shares (about $3.93M)
Airbnb: 31,210 shares (about $3.73M)
Dell Technologies: 36,784 shares (about $3.35M)

Largest Sales this Quarter

Meta Platforms: 15,189 shares (about $8.75M)
Berkshire Hathaway: 11,873 shares (about $6.32M)
Apple: 20,150 shares (about $4.48M)
Intuit: 7,086 shares (about $4.35M)
Invesco S&P 500 Equal Weight ETF: 19,479 shares (about $3.37M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$118,902,925	$4,475,922 ▼	-3.6%	535,285	6.8%	Computer and Technology
META Meta Platforms	$94,597,199	$8,754,314 ▼	-8.5%	164,129	5.4%	Computer and Technology
MSFT Microsoft	$83,912,178	$1,370,551 ▼	-1.6%	223,533	4.8%	Computer and Technology
AMZN Amazon.com	$63,211,158	$3,228,709 ▼	-4.9%	332,236	3.6%	Retail/Wholesale
COST Costco Wholesale	$62,383,965	$796,351 ▲	1.3%	65,960	3.6%	Retail/Wholesale
GOOGL Alphabet	$53,308,016	$1,077,533 ▼	-2.0%	344,723	3.0%	Computer and Technology
NVDA NVIDIA	$50,966,244	$430,811 ▼	-0.8%	470,255	2.9%	Computer and Technology
INTU Intuit	$48,634,967	$4,350,751 ▼	-8.2%	79,211	2.8%	Computer and Technology
LLY Eli Lilly and Company	$39,259,929	$111,499 ▼	-0.3%	47,535	2.2%	Medical
MSI Motorola Solutions	$34,894,333	$481,153 ▲	1.4%	79,702	2.0%	Computer and Technology
ADBE Adobe	$34,375,411	$606,361 ▲	1.8%	89,629	2.0%	Computer and Technology
GOOG Alphabet	$32,408,226	$2,163,006 ▼	-6.3%	207,439	1.8%	Computer and Technology
WM Waste Management	$31,280,397	$76,398 ▲	0.2%	135,115	1.8%	Business Services
ICE Intercontinental Exchange	$30,166,053	$3,795 ▲	0.0%	174,876	1.7%	Finance
ACN Accenture	$28,945,975	$48,990 ▲	0.2%	92,764	1.6%	Computer and Technology
AXP American Express	$28,571,047	$1,772,238 ▲	6.6%	106,192	1.6%	Finance
PAYX Paychex	$28,071,349	$145,640 ▲	0.5%	181,951	1.6%	Business Services
MELI MercadoLibre	$27,178,222	$1,521,715 ▼	-5.3%	13,931	1.5%	Retail/Wholesale
ADP Automatic Data Processing	$26,743,347	$1,528 ▼	0.0%	87,531	1.5%	Business Services
NU NU	$25,419,506	$1,448,263 ▲	6.0%	2,482,374	1.4%	Finance
TXN Texas Instruments	$22,033,496	$265,236 ▲	1.2%	122,613	1.3%	Computer and Technology
LOW Lowe's Companies	$21,789,260	$1,826,889 ▲	9.2%	93,424	1.2%	Retail/Wholesale
QCOM QUALCOMM	$21,362,594	$303,380 ▲	1.4%	139,070	1.2%	Computer and Technology
WSM Williams-Sonoma	$18,565,789	$809,470 ▲	4.6%	117,431	1.1%	Retail/Wholesale
BKNG Booking	$17,658,286	$133,600 ▲	0.8%	3,833	1.0%	Retail/Wholesale
SE SEA	$17,181,401	$29,360 ▼	-0.2%	131,668	1.0%	Computer and Technology
ECL Ecolab	$17,071,699	$157,182 ▲	0.9%	67,339	1.0%	Basic Materials
ADSK Autodesk	$16,899,277	$397,938 ▲	2.4%	64,550	1.0%	Computer and Technology
V Visa	$16,727,806	$26,284 ▼	-0.2%	47,731	1.0%	Business Services
CHD Church & Dwight	$15,431,499	$80,916 ▼	-0.5%	140,172	0.9%	Consumer Staples
DELL Dell Technologies	$15,161,435	$3,352,862 ▲	28.4%	166,335	0.9%	Computer and Technology
SYK Stryker	$14,907,124	$70,728 ▲	0.5%	40,046	0.8%	Medical
ZTS Zoetis	$14,845,009	$211,575 ▲	1.4%	90,161	0.8%	Medical
ISRG Intuitive Surgical	$14,177,104		0.0%	28,625	0.8%	Medical
UNP Union Pacific	$13,274,877	$230,335 ▲	1.8%	56,192	0.8%	Transportation
UBER Uber Technologies	$13,274,655	$4,020,706 ▲	43.4%	182,194	0.8%	Computer and Technology
GWW W.W. Grainger	$12,914,889		0.0%	13,074	0.7%	Industrials
APPLOVIN CORP	$12,427,093	$133,810 ▼	-1.1%	46,900	0.7%	COM CL A
MRK Merck & Co., Inc.	$12,218,580	$1,092,559 ▼	-8.2%	136,125	0.7%	Medical
JNJ Johnson & Johnson	$11,980,945	$148,261 ▲	1.3%	72,244	0.7%	Medical
EW Edwards Lifesciences	$11,586,218	$124,666 ▼	-1.1%	159,854	0.7%	Medical
MA Mastercard	$11,408,023	$1,474,991 ▼	-11.4%	20,813	0.6%	Business Services
CRWD CrowdStrike	$11,256,117	$322,611 ▲	3.0%	31,925	0.6%	Computer and Technology
AMGN Amgen	$11,050,679	$19,005 ▼	-0.2%	35,470	0.6%	Medical
IBB iShares Biotechnology ETF	$10,955,403	$342,133 ▲	3.2%	85,656	0.6%	Finance
CMI Cummins	$10,909,179	$319,706 ▲	3.0%	34,805	0.6%	Auto/Tires/Trucks
WMT Walmart	$10,311,199	$17,558 ▲	0.2%	117,453	0.6%	Retail/Wholesale
ABBV AbbVie	$10,045,646		0.0%	47,946	0.6%	Medical
TRMB Trimble	$10,010,640	$36,107 ▼	-0.4%	152,485	0.6%	Industrials
FDX FedEx	$10,006,049	$534,127 ▼	-5.1%	41,045	0.6%	Transportation
CRL Charles River Laboratories International	$9,871,156	$47,414 ▲	0.5%	65,580	0.6%	Medical
PYPL PayPal	$9,681,360	$1,965,334 ▼	-16.9%	148,373	0.6%	Computer and Technology
FAST Fastenal	$9,667,771	$247,772 ▲	2.6%	124,665	0.6%	Retail/Wholesale
DHI D.R. Horton	$9,474,999	$3,010,947 ▲	46.6%	74,530	0.5%	Construction
MAPLEBEAR INC	$9,371,757	$1,526,790 ▲	19.5%	234,940	0.5%	COM
ORCL Oracle	$9,246,614	$250,400 ▲	2.8%	66,137	0.5%	Computer and Technology
NVS Novartis	$9,164,102	$11,148 ▼	-0.1%	82,204	0.5%	Medical
CRM Salesforce	$8,964,566	$1,529,384 ▼	-14.6%	33,405	0.5%	Computer and Technology
EXPD Expeditors International of Washington	$8,025,966	$498,436 ▲	6.6%	66,744	0.5%	Transportation
HPQ HP	$7,860,416	$213,905 ▼	-2.6%	283,872	0.4%	Computer and Technology
EXPE Expedia Group	$7,800,961	$2,076,861 ▲	36.3%	46,407	0.4%	Retail/Wholesale
AN AutoNation	$7,747,062	$41,290 ▲	0.5%	47,845	0.4%	Retail/Wholesale
DE Deere & Company	$7,693,586	$103,257 ▲	1.4%	16,392	0.4%	Industrials
FVRR Fiverr International	$6,547,046	$498,582 ▲	8.2%	276,480	0.4%	Retail/Wholesale
GPN Global Payments	$6,312,217	$840,447 ▼	-11.8%	64,463	0.4%	Business Services
NSC Norfolk Southern	$6,298,434	$11,842 ▲	0.2%	26,593	0.4%	Transportation
LINDE PLC	$6,149,242	$46,564 ▲	0.8%	13,206	0.4%	SHS
ABNB Airbnb	$6,104,406	$3,728,347 ▲	156.9%	51,100	0.3%	Consumer Discretionary
HD Home Depot	$5,904,630	$144,766 ▲	2.5%	16,111	0.3%	Retail/Wholesale
BRK.B Berkshire Hathaway	$5,787,547	$6,323,322 ▼	-52.2%	10,867	0.3%	Finance
SPY SPDR S&P 500 ETF Trust	$5,750,997	$5,750,997 ▲	New Holding	10,281	0.3%	Finance
WAT Waters	$5,376,331	$211,928 ▼	-3.8%	14,587	0.3%	Medical
CORPAY INC	$5,255,210	$1,341,526 ▲	34.3%	15,070	0.3%	COM SHS
BLDR Builders FirstSource	$5,080,435	$2,711,948 ▲	114.5%	40,663	0.3%	Retail/Wholesale
CCCS CCC Intelligent Solutions	$4,982,032	$324,177 ▲	7.0%	551,720	0.3%	Computer and Technology
UNH UnitedHealth Group	$4,857,781	$52,375 ▼	-1.1%	9,275	0.3%	Medical
SOLVENTUM CORP	$4,812,039	$980,003 ▼	-16.9%	63,283	0.3%	COM SHS
MCD McDonald's	$4,652,126		0.0%	14,893	0.3%	Retail/Wholesale
NKE NIKE	$4,485,687	$639,624 ▲	16.6%	70,663	0.3%	Consumer Discretionary
CSCO Cisco Systems	$4,476,053	$62,142 ▲	1.4%	72,534	0.3%	Computer and Technology
BAC Bank of America	$4,076,545	$343,228 ▼	-7.8%	97,689	0.2%	Finance
PEP PepsiCo	$3,970,635	$622,562 ▼	-13.6%	26,481	0.2%	Consumer Staples
FXI iShares China Large-Cap ETF	$3,932,078	$3,932,078 ▲	New Holding	109,712	0.2%	ETF
MDT Medtronic	$3,866,796	$35,046 ▲	0.9%	43,031	0.2%	Medical
SHV iShares Short Treasury Bond ETF	$3,845,334	$88,478 ▲	2.4%	34,812	0.2%	ETF
BLOCK INC	$3,722,583	$47,539 ▲	1.3%	68,518	0.2%	CL A
AMD Advanced Micro Devices	$3,717,133	$482,878 ▲	14.9%	36,180	0.2%	Computer and Technology
IBM International Business Machines	$3,605,570	$18,650 ▼	-0.5%	14,500	0.2%	Computer and Technology
RH RH	$3,362,143	$38,678 ▼	-1.1%	14,343	0.2%	Consumer Staples
DHR Danaher	$3,326,330	$171,175 ▲	5.4%	16,226	0.2%	Medical
SMG Scotts Miracle-Gro	$3,326,060	$32,660 ▼	-1.0%	60,595	0.2%	Basic Materials
SHY iShares 1-3 Year Treasury Bond ETF	$3,238,631	$1,513,711 ▼	-31.9%	39,147	0.2%	Manufacturing
ABT Abbott Laboratories	$3,204,028		0.0%	24,154	0.2%	Medical
BMY Bristol-Myers Squibb	$3,121,773	$44,157 ▼	-1.4%	51,185	0.2%	Medical
GRMN Garmin	$3,088,674		0.0%	14,225	0.2%	Computer and Technology
DOW DOW	$2,974,695	$1,415,831 ▲	90.8%	85,186	0.2%	Basic Materials
SYY Sysco	$2,964,830	$37,595 ▼	-1.3%	39,510	0.2%	Consumer Staples
KVUE Kenvue	$2,964,671	$5,084 ▲	0.2%	123,631	0.2%	Consumer Staples
UPS United Parcel Service	$2,779,227	$180,384 ▼	-6.1%	25,268	0.2%	Transportation
ASML ASML	$2,763,167	$241,197 ▲	9.6%	4,170	0.2%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Investment House LLC Top Holdings and 13F Report (2025)

About Investment House LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

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Terms & Info

Investment House LLC Top Holdings and 13F Report (2025)

About Investment House LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofInvestment House LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools