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13F-HR filed by INVESTMENT HOUSE LLC

INVESTMENT HOUSE LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-08, with 213 holding rows worth $1,756,543,843.

Accession
0001398344-25-008970
Filed
2025-05-08
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 213 entries on the cover page, a total value of $1,756,543,843 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,756,543,843 with VALUE read as dollars as filed, 13F file number 028-15213. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Apple Inc037833100COM535,285$118,902,925dollars as filed
META PLATFORMS INC CL A30303M102COM164,129$94,597,199dollars as filed
Microsoft Corp594918104COM223,533$83,912,178dollars as filed
Amazon.com, Inc023135106COM332,236$63,211,158dollars as filed
Costco Wholesale Corporation22160K105COM65,960$62,383,965dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM344,723$53,308,016dollars as filed
NVIDIA Corp67066G104COM470,255$50,966,244dollars as filed
Intuit Inc.461202103COM79,211$48,634,967dollars as filed
Eli Lilly and Company532457108COM47,535$39,259,929dollars as filed
MOTOROLA SOLUTIONS INC COM NEW620076307Stock79,702$34,894,333dollars as filed
Adobe Inc00724F101COM89,629$34,375,411dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM207,439$32,408,226dollars as filed
Waste Management, Inc.94106L109COM135,115$31,280,397dollars as filed
Intercontinental Exchange,Inc.45866F104COM174,876$30,166,053dollars as filed
Accenture Plc Class AG1151C101COM92,764$28,945,975dollars as filed
American Express Company025816109COM106,192$28,571,047dollars as filed
PAYCHEX INC704326107COM181,951$28,071,349dollars as filed
MERCADOLIBREINC58733R102STOK13,931$27,178,222dollars as filed
Automatic Data Processing,Inc.053015103COM87,531$26,743,347dollars as filed
NU HLDGS LTDG6683N103ORD SHS CL A2,482,374$25,419,506dollars as filed
Texas Instruments Incorporated882508104COM122,613$22,033,496dollars as filed
Lowes Companies,Inc.548661107COM93,424$21,789,260dollars as filed
Qualcomm Incorporated747525103COM139,070$21,362,594dollars as filed
WILLIAMS SONOMA INC COM969904101Stock117,431$18,565,789dollars as filed
Booking Holdings Inc.09857L108COM3,833$17,658,286dollars as filed
SEA LTD81141R100SPONSORD ADS131,668$17,181,401dollars as filed
ECOLAB INC COM278865100Stock67,339$17,071,699dollars as filed
AUTODESK INC COM052769106Stock64,550$16,899,277dollars as filed
Visa Inc92826C839COM47,731$16,727,806dollars as filed
CHURCH & DWIGHT CO INC COM171340102Stock140,172$15,431,499dollars as filed
DELL TECHNOLOGIES INC CL C24703L202Stock166,335$15,161,435dollars as filed
Stryker Corporation863667101COM40,046$14,907,124dollars as filed
ZOETIS INC CL A98978V103Stock90,161$14,845,009dollars as filed
Intuitive Surgical,Inc.46120E602COM28,625$14,177,104dollars as filed
Union Pacific Corporation907818108COM56,192$13,274,877dollars as filed
Uber Technologies90353T100COM182,194$13,274,655dollars as filed
WW GRAINGER INC COM384802104Stock13,074$12,914,889dollars as filed
APPLOVIN CORP COM CL A03831W108Stock46,900$12,427,093dollars as filed
Merck & Co.,Inc.58933Y105COM136,125$12,218,580dollars as filed
Johnson & Johnson478160104COM72,244$11,980,945dollars as filed
EDWARDS LIFESCIENCES CORP COM28176E108Stock159,854$11,586,218dollars as filed
MasterCard, Inc57636Q104COM20,813$11,408,023dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM31,925$11,256,117dollars as filed
Amgen Inc.031162100COM35,470$11,050,679dollars as filed
ISHARES TR464287556ISHARES BIOTECH85,656$10,955,403dollars as filed
CUMMINS INC COM231021106Stock34,805$10,909,179dollars as filed
Walmart Inc.931142103COM117,453$10,311,199dollars as filed
AbbVie,Inc.00287Y109COM47,946$10,045,646dollars as filed
TRIMBLE INC COM896239100Stock152,485$10,010,640dollars as filed
FEDEX CORP COM31428X106Stock41,045$10,006,049dollars as filed
CHARLES RIV LABS INTL INC159864107COM65,580$9,871,156dollars as filed
PAYPALHLDGSINC70450Y103STOK148,373$9,681,360dollars as filed
FASTENAL CO COM311900104Stock124,665$9,667,771dollars as filed
D R HORTON INC COM23331A109Stock74,530$9,474,999dollars as filed
MAPLEBEAR INC COM565394103Stock234,940$9,371,757dollars as filed
Oracle Corporation68389X105COM66,137$9,246,614dollars as filed
NOVARTIS AG SPONSORED ADR66987V109ADR82,204$9,164,102dollars as filed
Salesforce.com, Inc79466L302COM33,405$8,964,566dollars as filed
EXPEDITORS INTL WASH INC COM302130109Stock66,744$8,025,966dollars as filed
HP INC COM40434L105Stock283,872$7,860,416dollars as filed
EXPEDIA GROUP INC COM NEW30212P303Stock46,407$7,800,961dollars as filed
AUTONATION INC COM05329W102Stock47,845$7,747,062dollars as filed
Deere & Company244199105COM16,392$7,693,586dollars as filed
FIVERR INTL LTD ORD SHSM4R82T106Stock276,480$6,547,046dollars as filed
GLOBAL PMTS INC37940X102COM64,463$6,312,217dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock26,593$6,298,434dollars as filed
Linde plcG54950103COM13,206$6,149,242dollars as filed
Airbnb, Inc. Class A009066101COM51,100$6,104,406dollars as filed
Home Depot, Inc437076102COM16,111$5,904,630dollars as filed
Berkshire Hathaway Inc084670702COM10,867$5,787,547dollars as filed
SPY78462F103SHS10,281$5,750,997dollars as filed
WATERS CORP COM941848103Stock14,587$5,376,331dollars as filed
CORPAY INC COM SHS219948106Stock15,070$5,255,210dollars as filed
BUILDERS FIRSTSOURCE INC COM12008R107Stock40,663$5,080,435dollars as filed
CCC INTELLIGENT SOLUTIONS HLD COM12510Q100Stock551,720$4,982,032dollars as filed
UnitedHealth Group Inc91324P102COM9,275$4,857,781dollars as filed
SOLVENTUM CORP COM SHS83444M101Stock63,283$4,812,039dollars as filed
McDonalds Corporation580135101COM14,893$4,652,126dollars as filed
NIKE,Inc. Class B654106103COM70,663$4,485,687dollars as filed
Cisco Systems,Inc.17275R102COM72,534$4,476,053dollars as filed
Bank of America Corp060505104COM97,689$4,076,545dollars as filed
PepsiCo,Inc.713448108COM26,481$3,970,635dollars as filed
ISHARES TR464287184CHINA LG-CAP ETF109,712$3,932,078dollars as filed
Medtronic PlcG5960L103COM43,031$3,866,796dollars as filed
iShares Short Treasury Bond ETF464288679SHS34,812$3,845,334dollars as filed
BLOCK INC CL A852234103Stock68,518$3,722,583dollars as filed
Advanced Micro Devices,Inc.007903107COM36,180$3,717,133dollars as filed
International Business Machines Corporation459200101COM14,500$3,605,570dollars as filed
RH74967X103COM14,343$3,362,143dollars as filed
Danaher Corporation235851102COM16,226$3,326,330dollars as filed
SCOTTS MIRACLE-GRO CO810186106CL A60,595$3,326,060dollars as filed
ISHARES TR464287457COM39,147$3,238,631dollars as filed
Abbott Laboratories002824100COM24,154$3,204,028dollars as filed
Bristol-Myers Squibb Company110122108COM51,185$3,121,773dollars as filed
GARMIN LTD SHSH2906T109Stock14,225$3,088,674dollars as filed
DOW HLDGS INC COM260557103Stock85,186$2,974,695dollars as filed
SYSCOCORP871829107COM39,510$2,964,830dollars as filed
KENVUE INC49177J102COM123,631$2,964,671dollars as filed
United Parcel Service,Inc. Class B911312106COM25,268$2,779,227dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK4,170$2,763,167dollars as filed
YUM BRANDS INC COM988498101Stock17,243$2,713,358dollars as filed
FERRARI N VN3167Y103COM6,244$2,671,683dollars as filed
NEBIUS GROUP N.V.N97284108SHS CLASS A125,205$2,643,078dollars as filed
CHIPOTLEMEXICANGRILLI169656105STOK52,250$2,623,473dollars as filed
Thermo Fisher Scientific Inc.883556102COM5,272$2,623,182dollars as filed
RALPH LAUREN CORP751212101CL A11,770$2,598,110dollars as filed
SYNOPSYS INC COM871607107Stock5,892$2,526,784dollars as filed
CORNING INC219350105COM53,991$2,471,708dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM13,180$2,283,171dollars as filed
ISHARES TR46428743220 YR TR BD ETF24,939$2,270,197dollars as filed
Micron Technology,Inc.595112103COM25,515$2,216,998dollars as filed
MOODYS CORP COM615369105Stock4,699$2,188,277dollars as filed
Gilead Sciences,Inc.375558103COM19,327$2,165,590dollars as filed
EAST WEST BANCORP INC COM27579R104Stock23,713$2,128,479dollars as filed
LIBERTY MEDIA CORP DEL COM LBTY ONE S C531229755Stock22,634$2,037,286dollars as filed
FIRST SOLAR INC COM336433107Stock15,469$1,955,746dollars as filed
AZEK CO INC05478C105CL A39,255$1,919,177dollars as filed
Caterpillar Inc.149123101COM5,708$1,882,498dollars as filed
SHIFT4 PMTS INC CL A82452J109Stock22,690$1,854,000dollars as filed
TOLL BROTHERS INC COM889478103Stock17,316$1,828,396dollars as filed
BOOZ ALLEN HAMILTON HLDG CORP CL A099502106Stock17,285$1,807,665dollars as filed
AECOM COM00766T100Stock19,296$1,789,318dollars as filed
AT&T Inc00206R102COM60,444$1,709,356dollars as filed
BlackRock,Inc.09290D101COM1,795$1,698,932dollars as filed
JPMorgan Chase & Co46625H100COM6,692$1,641,548dollars as filed
QXO INC COM NEW82846H405Stock120,839$1,636,160dollars as filed
Broadcom Inc.11135F101COM9,470$1,585,562dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS15,898$1,572,630dollars as filed
Procter & Gamble Co742718109COM9,103$1,551,333dollars as filed
NextEra Energy,Inc.65339F101COM21,350$1,513,502dollars as filed
LITHIA MTRS INC COM536797103Stock4,641$1,362,319dollars as filed
Coca-Cola Company191216100COM18,985$1,359,706dollars as filed
Tesla Motors, Inc88160R101COM4,875$1,263,405dollars as filed
REDDIT INC CL A75734B100Stock11,867$1,244,848dollars as filed
THETRADEDESKINCCLASSCLASSA88339J105STOK22,663$1,240,119dollars as filed
ROBINHOOD MKTS INC770700102COM29,657$1,234,324dollars as filed
COUPANG INC22266T109CL A51,850$1,137,071dollars as filed
Starbucks Corporation855244109COM11,510$1,129,016dollars as filed
MARVELL TECHNOLOGY INC573874104COM17,865$1,099,948dollars as filed
TJX Companies Inc872540109COM8,919$1,086,334dollars as filed
3M CO COM88579Y101Stock7,168$1,052,692dollars as filed
Schlumberger Limited806857108COM24,845$1,038,521dollars as filed
AGILENT TECHNOLOGIES INC COM00846U101Stock8,470$990,821dollars as filed
ADVANCE AUTO PARTS INC00751Y106COM21,935$860,071dollars as filed
Utilities Select Sector SPDR Fund81369Y886SHS10,700$843,695dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock8,940$837,678dollars as filed
iShares iBoxx Inv Grade Corporate Bond ETF464287242SHS7,565$822,240dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock2,400$808,608dollars as filed
LENNAR CORP CL A526057104Stock7,012$804,837dollars as filed
WEC ENERGY GROUP INC COM92939U106Stock7,300$795,554dollars as filed
EBAY INC. COM278642103Stock11,675$790,748dollars as filed
ISHARES INC MSCI BRAZIL ETF464286400MSCI BRAZIL ETF28,588$739,000dollars as filed
LOUISIANA PAC CORP COM546347105Stock7,759$713,673dollars as filed
Goldman Sachs Group,Inc.38141G104COM1,302$711,270dollars as filed
Analog Devices,Inc.032654105COM3,500$705,845dollars as filed
AMERICAN ELEC PWR CO INC COM025537101Stock6,307$689,166dollars as filed
ServiceNow,Inc.81762P102COM822$654,427dollars as filed
PALO ALTO NETWORKS INC697435105COM3,830$653,551dollars as filed
IDEXX LABS INC COM45168D104Stock1,550$650,923dollars as filed
ULTA BEAUTY INC COM90384S303Stock1,750$641,445dollars as filed
EDISON INTL COM281020107Stock10,723$631,784dollars as filed
DONALDSON INC COM257651109Stock9,400$630,364dollars as filed
GRIFFON CORP398433102COM8,680$620,620dollars as filed
TAKE-TWO INTERACTIVE SOFTWARE COM874054109Stock2,887$598,331dollars as filed
iShares MSCI Japan ETF46434G822SHS8,694$596,061dollars as filed
COINBASE GLOBAL INC COM CL A19260Q107Stock3,379$581,965dollars as filed
Verizon Communications Inc92343V104COM12,367$560,967dollars as filed
CVS Health Corporation126650100COM8,215$556,566dollars as filed
Raytheon Technologies Corporation75513E101COM4,040$535,138dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS5,600$534,688dollars as filed
SHERWIN WILLIAMS CO824348106COM1,500$523,785dollars as filed
Mondelez International,Inc. Class A609207105COM7,604$515,931dollars as filed
Walt Disney Co254687106COM5,200$513,240dollars as filed
Pfizer Inc.717081103COM20,198$511,829dollars as filed
INVESCO EXCHANGE TRADED FD T46137V787BIOTECHNOLOGY7,980$506,251dollars as filed
Vertex Pharmaceuticals Incorporated92532F100COM1,044$506,152dollars as filed
WINGSTOP INC COM974155103Stock2,240$505,299dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS3,026$502,316dollars as filed
INVESCO CURRENCYSHARES46138W107JAPANESE YEN7,648$470,352dollars as filed
Vanguard Utilities ETF92204A876SHS2,700$461,187dollars as filed
BIOGEN INC COM09062X103Stock3,219$440,488dollars as filed
REGENERON PHARMACEUTICALS COM75886F107Stock689$436,984dollars as filed
QUEST DIAGNOSTICS INC COM74834L100Stock2,475$418,770dollars as filed
ILLINOIS TOOL WKS INC452308109COM1,675$415,417dollars as filed
Netflix, Inc64110L106COM440$410,313dollars as filed
Southern Company842587107COM4,458$409,938dollars as filed
FS KKR CAP CORP302635206COM17,911$375,235dollars as filed
Palantir Technologies Inc. Class A69608A108COM4,259$359,460dollars as filed
CLOROX CO DEL189054109COM2,410$354,873dollars as filed
ELECTRONIC ARTS INC COM285512109Stock2,435$351,906dollars as filed
SPDR SER TR78464A870S&P BIOTECH4,150$336,565dollars as filed
INTERACTIVE BROKERS GROUP INC COM CL A45841N107Stock2,000$331,180dollars as filed
MCKESSON CORP COM58155Q103Stock480$323,048dollars as filed
WHIRLPOOL CORP COM963320106Stock3,575$322,215dollars as filed
CONSTELLATION BRANDS INC CL A21036P108Stock1,700$311,984dollars as filed
TARGET CORP COM87612E106Stock2,900$302,644dollars as filed
Honeywell Technologies438516106COM1,425$301,744dollars as filed
ConocoPhillips20825C104COM2,675$280,929dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS2,000$264,460dollars as filed
RPM INTL INC COM749685103Stock2,275$263,172dollars as filed
DXC TECHNOLOGY CO COM23355L106Stock15,345$261,632dollars as filed
USBANCORPDEL902973304COM NEW6,025$254,376dollars as filed
BRINKS CO109696104COM2,920$251,587dollars as filed
M & T BK CORP COM55261F104Stock1,350$241,313dollars as filed
IRON MTN INC DEL COM46284V101REIT2,700$232,308dollars as filed
Chevron Corporation166764100COM1,383$231,362dollars as filed
HEICO CORP NEW COM422806109Stock850$227,112dollars as filed
T-Mobile US,Inc.872590104COM800$213,368dollars as filed
BRADY CORP104674106CL A3,000$211,920dollars as filed
HCA Healthcare Inc40412C101COM600$207,330dollars as filed
CONSOLIDATED EDISON INC209115104COM1,825$201,827dollars as filed
INDAPTUS THERAPEUTICS INC (US) Old45339J105COM128,851$70,855dollars as filed
CONTEXTLOGIC INC21077C305COM10,000$69,800dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001398344-25-008970this filing2025-05-08acceptance time not in the bulk data set