Investment House LLC

Investment House LLC reported 221 holdings worth US$2.21B as of Jun 30, 2026 (Form 13F/A)

As of Jun 30, 2026 · Filed Jul 31, 2026

Investment House LLC reported 221 holdings worth US$2.21B as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Apple Inc and Dell Technologies Inc. Filed Jul 31, 2026 (Form 13F/A).

Holdings
221
Value as reported
US$2.21B

The filing in full

CompanySharesValue as reported% of portfolio
Alphabet Inc (google) Class C525KUS$188M8.5%
Apple Inc512KUS$148M6.7%
Dell Technologies Inc.244KUS$105M4.8%
Meta Platforms, Inc.161KUS$90.7M4.1%
Amazon.com, Inc.348KUS$83M3.8%
Nvidia Corporation412KUS$82.5M3.7%
Microsoft Corp.201KUS$75.1M3.4%
Costco Wholesale Corporation62,273US$58.3M2.6%
Eli Lilly And Company46,347US$55.6M2.5%
Molina Healthcare Inc194KUS$44.3M2.0%
Mercadolibre, Inc.22,371US$38M1.7%
American Express Company112KUS$37.9M1.7%
Nu Holdings Ltd.2.31MUS$30.8M1.4%
Williams-sonoma, Inc.132KUS$30.8M1.4%
Texas Instruments Incorporated103KUS$30.7M1.4%
Progressive Corporation (the)137KUS$30M1.4%
Waste Management, Inc.131KUS$29.1M1.3%
Micron Technology, Inc.23,375US$27M1.2%
Crowdstrike Holdings, Inc.31,415US$24M1.1%
Cummins Inc.32,702US$23.3M1.1%
Johnson & Johnson91,185US$23.2M1.0%
Sprouts Farmers Market, Inc.265KUS$22.4M1.0%
Intercontinental Exchange Inc.180KUS$22.2M1.0%
Applovin Corporation42,657US$22M0.99%
Qualcomm Incorporated118KUS$21.8M0.99%
Advanced Micro Devices Inc37,355US$21.7M0.98%
Adobe Inc.103KUS$21.2M0.96%
Motorola Solutions, Inc.49,163US$20.4M0.92%
Ecolab Inc.67,144US$18.7M0.85%
Expedia Group, Inc.69,964US$17.9M0.81%
Booking Holdings Inc. Common Stock94,513US$16.8M0.76%
Intuit Inc.64,464US$16.8M0.76%
Unitedhealth Group Incorporated39,389US$16.4M0.74%
Lowe's Companies, Inc.72,399US$16M0.72%
Visa Inc.42,224US$14.5M0.66%
Union Pacific Corporation51,341US$14M0.63%
Align Technology, Inc.80,802US$13.6M0.62%
Walmart Inc.117KUS$13.3M0.60%
Novartis Ag80,147US$12.6M0.57%
Maplebear Inc.265KUS$12.6M0.57%
Stryker Corporation39,492US$12.4M0.56%
W.w. Grainger, Inc.9,129US$12.4M0.56%
Uber Technologies, Inc.171KUS$12.4M0.56%
Autodesk, Inc.62,739US$12.2M0.55%
Airbnb, Inc.84,012US$12M0.54%
Abbvie Inc.45,938US$11.6M0.52%
Qxo, Inc.666KUS$11.5M0.52%
Corning Incorporated44,965US$11.5M0.52%
Automatic Data Processing, Inc.51,211US$11.5M0.52%
Intuitive Surgical, Inc.28,505US$11.3M0.51%
Edwards Lifesciences Corporation119KUS$10.7M0.49%
Reddit, Inc.59,983US$10.4M0.47%
Deere & Company16,152US$10.2M0.46%
Expeditors International Of Washington, Inc.58,358US$9.51M0.43%
Mastercard Incorporated18,326US$9.41M0.43%
Amgen Inc.25,068US$9.08M0.41%
Church & Dwight Company, Inc.91,464US$8.86M0.40%
Paychex, Inc.86,341US$8.49M0.38%
Autonation, Inc.45,680US$8.49M0.38%
D.r. Horton, Inc.51,246US$8.35M0.38%
Cisco Systems, Inc.69,100US$8.12M0.37%
Norfolk Southern Corporation25,482US$8.02M0.36%
Oracle Corporation51,196US$7.5M0.34%
Merck & Company, Inc.55,020US$7.07M0.32%
Trimble Inc.132KUS$6.75M0.31%
Builders Firstsource, Inc.74,600US$6.68M0.30%
Fedex Corporation20,707US$6.48M0.29%
Caterpillar, Inc.5,798US$6.17M0.28%
Figure Technology Solutions, Inc.197KUS$6.06M0.27%
Asml Holding Nv2,989US$5.95M0.27%
Berkshire Hathaway Inc.11,318US$5.66M0.26%
Charles River Laboratories International, Inc.24,018US$5.45M0.25%
Waters Corporation14,163US$5.31M0.24%
Bank Of America Corporation92,248US$5.26M0.24%
Home Depot, Inc. (the)14,463US$5.1M0.23%
Ralph Lauren Corporation10,930US$4.39M0.20%
Netflix, Inc.59,428US$4.24M0.19%
Marvell Technology, Inc.14,215US$4.23M0.19%
Compass, Inc.332KUS$4.09M0.19%
Paypal Holdings, Inc.94,451US$4.08M0.18%
International Business Machines Corporation14,305US$4.02M0.18%
Fastenal Company77,006US$3.7M0.17%
Zoetis Inc.50,868US$3.66M0.17%
Hca Healthcare, Inc.9,048US$3.53M0.16%
Delta Air Lines, Inc.36,511US$3.42M0.15%
Broadcom Inc.9,040US$3.41M0.15%
Block, Inc.42,693US$3.24M0.15%
Toll Brothers, Inc.19,581US$3.23M0.15%
Ge Vernova Inc.2,578US$3.03M0.14%
Sysco Corporation36,105US$3.02M0.14%
Fiserv, Inc.60,855US$2.98M0.14%
Scotts Miracle-gro Company (the)43,615US$2.97M0.13%
Cheniere Energy, Inc.12,344US$2.95M0.13%
Boeing Company (the)13,305US$2.88M0.13%
Slm Corporation109KUS$2.82M0.13%
Mcdonald's Corporation10,442US$2.82M0.13%
Pepsico, Inc.20,814US$2.82M0.13%
Moody's Corporation5,754US$2.61M0.12%
Interactive Brokers Group, Inc.29,900US$2.6M0.12%
Corpay, Inc.7,430US$2.48M0.11%

Every holding of Investment House LLC

Source

View original at SEC

Related