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

About Investment House LLC

Investment Activity

  • Investment House LLC has $1.84 billion in total holdings as of December 31, 2024.
  • Investment House LLC owns shares of 199 different stocks, but just 50 companies or ETFs make up 80% of its holdings.
  • Approximately 6.39% of the portfolio was purchased this quarter.
  • About 4.63% of the portfolio was sold this quarter.
  • This quarter, Investment House LLC has purchased 204 new stocks and bought additional shares in 54 stocks.
  • Investment House LLC sold shares of 86 stocks and completely divested from 20 stocks this quarter.

Largest Holdings

Apple
$139,091,930
Meta Platforms
$104,992,288
Microsoft
$95,758,197
Amazon.com
$76,612,232
Alphabet
$66,575,170

Largest New Holdings this Quarter

Alphabet
$66,575,170 Holding
Airbnb
$2,613,745 Holding
Boeing
$2,554,110 Holding
Citigroup
$1,997,113 Holding
BLACKROCK INC
$1,840,072 Holding

Largest Purchases this Quarter

Alphabet
351,691 shares (about $66.58M)
D.R. Horton
26,582 shares (about $3.72M)
Amazon.com
16,609 shares (about $3.64M)
MAPLEBEAR INC
83,045 shares (about $3.44M)
SOLVENTUM CORP
40,130 shares (about $2.65M)

Largest Sales this Quarter

Apple
29,680 shares (about $7.43M)
Global Payments
48,038 shares (about $5.38M)
Bank of America
114,478 shares (about $5.03M)
Constellation Brands
20,577 shares (about $4.55M)
Intuit
5,912 shares (about $3.72M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofInvestment House LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$139,091,930$7,432,460 -5.1%555,4357.6%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$104,992,288$3,597,367 -3.3%179,3185.7%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$95,758,197$2,715,728 -2.8%227,1845.2%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$76,612,232$3,643,845 5.0%349,2064.2%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$66,575,170$66,575,170 New Holding351,6913.6%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$63,684,356$2,620,670 -4.0%474,2303.5%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$59,665,976$1,376,245 -2.3%65,1183.2%Retail/Wholesale
Intuit Inc. stock logo
INTU
Intuit
$54,237,874$3,715,706 -6.4%86,2973.0%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$42,141,344$1,241,288 -2.9%221,2842.3%Computer and Technology
Adobe Inc. stock logo
ADBE
Adobe
$39,153,185$581,197 -1.5%88,0482.1%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$36,801,518$661,609 -1.8%47,6702.0%Medical
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$36,332,665$9,245 0.0%78,6032.0%Computer and Technology
Accenture plc stock logo
ACN
Accenture
$32,578,100$270,877 -0.8%92,6071.8%Computer and Technology
American Express stock logo
AXP
American Express
$29,561,867$242,775 0.8%99,6051.6%Finance
Waste Management, Inc. stock logo
WM
Waste Management
$27,198,198$59,931 0.2%134,7851.5%Business Services
Intercontinental Exchange, Inc. stock logo
ICE
Intercontinental Exchange
$26,054,945$123,827 0.5%174,8541.4%Finance
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$25,624,414$90,161 -0.4%87,5361.4%Business Services
Paychex, Inc. stock logo
PAYX
Paychex
$25,380,755$62,117 -0.2%181,0071.4%Business Services
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$25,015,741$1,578,044 6.7%14,7111.4%Retail/Wholesale
Nu Holdings Ltd. stock logo
NU
NU
$24,252,156$532,349 2.2%2,340,9421.3%Finance
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$22,714,337$37,314 -0.2%121,1371.2%Computer and Technology
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$21,123,839$31,344 0.1%85,5911.1%Retail/Wholesale
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$21,060,585$1,304,698 6.6%137,0951.1%Computer and Technology
Williams-Sonoma, Inc. stock logo
WSM
Williams-Sonoma
$20,797,689$24,629 -0.1%112,3111.1%Retail/Wholesale
Booking Holdings Inc. stock logo
BKNG
Booking
$18,899,870$14,905 0.1%3,8041.0%Retail/Wholesale
Autodesk, Inc. stock logo
ADSK
Autodesk
$18,629,876$116,751 -0.6%63,0301.0%Computer and Technology
Ecolab Inc. stock logo
ECL
Ecolab
$15,633,518$83,183 -0.5%66,7190.9%Basic Materials
APPLOVIN CORP
$15,351,161$165,153 -1.1%47,4050.8%COM CL A
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$15,234,406$22,788 -0.1%178,4930.8%Computer and Technology
Visa Inc. stock logo
V
Visa
$15,108,608$127,996 0.9%47,8060.8%Business Services
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$14,941,1050.0%28,6250.8%Medical
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$14,929,457$1,685,154 12.7%129,5510.8%Computer and Technology
Church & Dwight Co., Inc. stock logo
CHD
Church & Dwight
$14,754,337$334,652 -2.2%140,9070.8%Consumer Staples
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$14,752,586$1,128,203 8.3%148,2970.8%Medical
Zoetis Inc. stock logo
ZTS
Zoetis
$14,480,567$211,483 -1.4%88,8760.8%Medical
Stryker Co. stock logo
SYK
Stryker
$14,350,153$124,217 0.9%39,8560.8%Medical
Sea Limited stock logo
SE
SEA
$13,993,883$28,329 -0.2%131,8930.8%Computer and Technology
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$13,780,650$26,351 -0.2%13,0740.7%Industrials
Salesforce, Inc. stock logo
CRM
Salesforce
$13,073,640$70,209 -0.5%39,1040.7%Computer and Technology
Union Pacific Co. stock logo
UNP
Union Pacific
$12,591,761$110,600 0.9%55,2170.7%Transportation
Mastercard Incorporated stock logo
MA
Mastercard
$12,376,502$160,604 -1.3%23,5040.7%Business Services
FedEx Co. stock logo
FDX
FedEx
$12,163,511$147,979 -1.2%43,2360.7%Transportation
Charles River Laboratories International, Inc. stock logo
CRL
Charles River Laboratories International
$12,047,986$561,372 -4.5%65,2650.7%Medical
Edwards Lifesciences Co. stock logo
EW
Edwards Lifesciences
$11,961,323$464,908 -3.7%161,5740.7%Medical
Cummins Inc. stock logo
CMI
Cummins
$11,777,339$10,458 -0.1%33,7850.6%Auto/Tires/Trucks
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$10,970,918$152,438 1.4%82,9810.6%Finance
Trimble Inc. stock logo
TRMB
Trimble
$10,813,4530.0%153,0350.6%Industrials
Oracle Co. stock logo
ORCL
Oracle
$10,722,617$15,331 -0.1%64,3460.6%Computer and Technology
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$10,610,382$54,746 0.5%31,0100.6%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$10,593,809$2,259 0.0%117,2530.6%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$10,318,637$829,685 -7.4%71,3500.6%Medical
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$10,307,587$1,834,877 21.7%22,7400.6%Finance
HP Inc. stock logo
HPQ
HP
$9,514,810$81,249 0.9%291,5970.5%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$9,260,800$247,608 2.7%35,5310.5%Medical
Fastenal stock logo
FAST
Fastenal
$8,734,908$5,753 0.1%121,4700.5%Retail/Wholesale
AbbVie Inc. stock logo
ABBV
AbbVie
$8,520,004$1,178,329 -12.1%47,9460.5%Medical
Global Payments Inc. stock logo
GPN
Global Payments
$8,185,572$5,383,163 -39.7%73,0460.4%Business Services
MAPLEBEAR INC
$8,145,864$3,439,724 73.1%196,6650.4%COM
Fiverr International Ltd. stock logo
FVRR
Fiverr International
$8,104,635$1,690,892 26.4%255,4250.4%Retail/Wholesale
AutoNation, Inc. stock logo
AN
AutoNation
$8,082,686$110,396 -1.3%47,5900.4%Retail/Wholesale
Novartis AG stock logo
NVS
Novartis
$8,009,002$7,298 -0.1%82,3040.4%Medical
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$7,661,243$815,225 11.9%127,0100.4%Computer and Technology
D.R. Horton, Inc. stock logo
DHI
D.R. Horton
$7,109,288$3,716,695 109.6%50,8460.4%Construction
Expeditors International of Washington, Inc. stock logo
EXPD
Expeditors International of Washington
$6,934,091$45,970 0.7%62,5990.4%Transportation
Deere & Company stock logo
DE
Deere & Company
$6,852,077$620,721 -8.3%16,1720.4%Industrials
Expedia Group, Inc. stock logo
EXPE
Expedia Group
$6,344,847$21,987 -0.3%34,0520.3%Retail/Wholesale
Norfolk Southern Co. stock logo
NSC
Norfolk Southern
$6,229,525$17,602 -0.3%26,5430.3%Transportation
The Home Depot, Inc. stock logo
HD
Home Depot
$6,113,484$71,187 1.2%15,7160.3%Retail/Wholesale
CCC Intelligent Solutions Holdings Inc. stock logo
CCCS
CCC Intelligent Solutions
$6,050,569$2,130,168 54.3%515,8200.3%Computer and Technology
BLOCK INC
$5,748,979$11,899 -0.2%67,6430.3%CL A
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$5,722,837$1,512,936 35.9%32,6590.3%ETF
RH stock logo
RH
RH
$5,710,204$204,667 -3.5%14,5080.3%Consumer Staples
Waters Co. stock logo
WAT
Waters
$5,624,7990.0%15,1620.3%Medical
LINDE PLC
$5,487,089$35,587 0.7%13,1060.3%SHS
SOLVENTUM CORP
$5,031,856$2,650,988 111.3%76,1710.3%COM SHS
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$4,742,438$50,586 -1.1%9,3750.3%Medical
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$4,709,259$648,052 16.0%57,4440.3%Manufacturing
PepsiCo, Inc. stock logo
PEP
PepsiCo
$4,658,129$1,396,237 -23.1%30,6330.3%Consumer Staples
Bank of America Co. stock logo
BAC
Bank of America
$4,654,903$5,031,289 -51.9%105,9140.3%Finance
NIKE, Inc. stock logo
NKE
NIKE
$4,584,618$69,995 -1.5%60,5870.2%Consumer Discretionary
McDonald's Co. stock logo
MCD
McDonald's
$4,317,332$43,484 -1.0%14,8930.2%Retail/Wholesale
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$4,234,379$7,874 -0.2%71,5270.2%Computer and Technology
The Scotts Miracle-Gro Company stock logo
SMG
Scotts Miracle-Gro
$4,059,345$12,936 0.3%61,1900.2%Basic Materials
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$3,802,469$691,644 22.2%31,4800.2%Computer and Technology
CORPAY INC
$3,798,088$9,476 -0.2%11,2230.2%COM SHS
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$3,744,951$1,054,744 -22.0%34,0110.2%ETF
Danaher Co. stock logo
DHR
Danaher
$3,533,004$111,332 3.3%15,3910.2%Medical
Medtronic plc stock logo
MDT
Medtronic
$3,406,190$22,926 -0.7%42,6410.2%Medical
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$3,393,095$478,171 -12.4%26,9080.2%Transportation
Micron Technology, Inc. stock logo
MU
Micron Technology
$3,288,131$1,192,884 56.9%39,0700.2%Computer and Technology
International Business Machines Co. stock logo
IBM
International Business Machines
$3,204,022$21,983 -0.7%14,5750.2%Computer and Technology
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$3,126,5550.0%51,8500.2%Retail/Wholesale
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$3,108,051$2,547,545 -45.0%52,0350.2%Consumer Staples
Sysco Co. stock logo
SYY
Sysco
$3,059,210$30,584 -1.0%40,0110.2%Consumer Staples
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$2,935,973$104,579 3.7%51,9090.2%Medical
Garmin Ltd. stock logo
GRMN
Garmin
$2,934,0490.0%14,2250.2%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$2,732,059$8,483 -0.3%24,1540.1%Medical
Builders FirstSource, Inc. stock logo
BLDR
Builders FirstSource
$2,709,524$1,610,821 146.6%18,9570.1%Retail/Wholesale
Ralph Lauren Co. stock logo
RL
Ralph Lauren
$2,701,311$11,549 -0.4%11,6950.1%Consumer Discretionary
ASML Holding stock logo
ASML
ASML
$2,637,862$414,462 18.6%3,8060.1%Computer and Technology

Showing largest 100 holdings. View all holdings.
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