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INVESTMENT HOUSE LLC 13F holdings

Filed 2026-07-31 · INVESTMENT HOUSE LLC · 221 positions · $2.2B

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TickerCompanySharesValue% of portfolio
AAPLAPPLE INC511.8K$148.1M6.7%
GOOGLALPHABET INC338.4K$120.9M5.5%
DELLDELL TECHNOLOGIES INC244.4K$105.4M4.8%
METAMETA PLATFORMS INC161.1K$90.7M4.1%
AMZNAMAZON COM INC348.4K$83.0M3.8%
NVDANVIDIA CORPORATION412.3K$82.5M3.7%
MSFTMICROSOFT CORP201.4K$75.1M3.4%
GOOGALPHABET INC188.5K$66.6M3.0%
COSTCOSTCO WHOLESALE CORPORATION62.3K$58.3M2.6%
NBISNEBIUS GROUP N.V.209.6K$57.9M2.6%
LLYELI LILLY & CO46.3K$55.6M2.5%
MOHMOLINA HEALTHCARE INC193.8K$44.3M2.0%
MELIMERCADOLIBRE INC22.4K$38.0M1.7%
AXPAMERICAN EXPRESS CO112.1K$37.9M1.7%
NUNU HLDGS LTD2.3M$30.8M1.4%
WSMWILLIAMS SONOMA INC132.0K$30.8M1.4%
TXNTEXAS INSTRS INC103.1K$30.7M1.4%
PGRPROGRESSIVE CORP137.3K$30.0M1.4%
WMWASTE MGMT INC DEL130.6K$29.1M1.3%
MUMICRON TECHNOLOGY INC23.4K$27.0M1.2%
CRWDCROWDSTRIKE HLDGS INC31.4K$24.0M1.1%
CMICUMMINS INC32.7K$23.3M1.1%
JNJJOHNSON & JOHNSON91.2K$23.2M1.0%
SFMSPROUTS FMRS MKT INC265.1K$22.4M1.0%
ICEINTERCONTINENTAL EXCHANGE IN180.3K$22.2M1.0%
APPAPPLOVIN CORP42.7K$22.0M1.0%
QCOMQUALCOMM INC118.2K$21.8M1.0%
AMDADVANCED MICRO DEVICES INC37.4K$21.7M1.0%
ADBEADOBE INC103.5K$21.2M1.0%
MSIMOTOROLA SOLUTIONS INC49.2K$20.4M0.9%
ECLECOLAB INC67.1K$18.7M0.8%
IBBISHARES TR96.7K$18.4M0.8%
EXPEEXPEDIA GROUP INC70.0K$17.9M0.8%
BKNGBOOKING HOLDINGS INC94.5K$16.8M0.8%
ISRGINTUIT64.5K$16.8M0.8%
UNHUNITEDHEALTH GROUP INC39.4K$16.4M0.7%
LOWLOWES COS INC72.4K$16.0M0.7%
VVISA INC42.2K$14.5M0.7%
XNTKSPDR SERIES TRUST89.9K$14.2M0.6%
UNPUNION PAC CORP51.3K$14.0M0.6%
ALGNALIGN TECHNOLOGY INC80.8K$13.6M0.6%
WMTWALMART INC117.5K$13.3M0.6%
SESEA LTD134.2K$12.9M0.6%
NVSNOVARTIS AG80.1K$12.6M0.6%
CARTMAPLEBEAR INC265.1K$12.6M0.6%
SYKSTRYKER CORPORATION39.5K$12.4M0.6%
GWWWW GRAINGER INC9.1K$12.4M0.6%
UBERUBER TECHNOLOGIES INC171.3K$12.4M0.6%
ADSKAUTODESK INC62.7K$12.2M0.6%
ABNBAIRBNB INC84.0K$12.0M0.5%
ABBVABBVIE INC45.9K$11.6M0.5%
QXOQXO INC666.4K$11.5M0.5%
GLWCORNING INC45.0K$11.5M0.5%
ADPAUTOMATIC DATA PROCESSING IN51.2K$11.5M0.5%
ISRGINTUITIVE SURGICAL INC28.5K$11.3M0.5%
EWEDWARDS LIFESCIENCES CORP118.8K$10.7M0.5%
RDDTREDDIT INC60.0K$10.4M0.5%
DEDEERE & CO16.2K$10.2M0.5%
EXPDEXPEDITORS INTL WASH INC58.4K$9.5M0.4%
MAMASTERCARD INCORPORATED18.3K$9.4M0.4%
Top Fund Holdings
13F
Top Fund Holdings

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