Holdings of INVESTMENT HOUSE LLC

Name: Holdings of INVESTMENT HOUSE LLC
Creator: Titelia
License: https://titelia.com/en/sources

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Net assets: -
Positions: 206 in 4 countries
Top ten: 40.9 % of the equity sleeve
Filed on: Mar 31, 2026

Portfolio shape

Positions

Rank	Company	Shares	Value
1	Apple Inc	534,443	135.6M $
2	Alphabet Inc	333,805	96M $
3	Meta Platforms Inc	159,486	91.2M $
4	Microsoft Corp	208,789	77.3M $
5	NVIDIA Corp	430,267	75M $
6	Amazon.com Inc	326,435	68M $
7	Costco Wholesale Corp	62,913	62.7M $
8	Alphabet Inc	195,980	56.2M $
9	Eli Lilly & Co	46,442	42.7M $
10	Dell Technologies Inc	250,220	41.1M $
11	American Express Co	117,272	35.5M $
12	Waste Management Inc	131,283	30.2M $
13	Intuit Inc	66,616	28.8M $
14	Intercontinental Exchange Inc	181,833	28.6M $
15	MercadoLibre Inc	14,229	24.6M $
16	Williams-Sonoma Inc	133,295	24.3M $
17	Adobe Inc	93,955	22.8M $
18	Johnson & Johnson	92,481	22.6M $
19	Motorola Solutions Inc	50,007	21.7M $
20	Texas Instruments Inc	103,405	20.1M $
21	Lowe's Cos Inc	80,966	19.1M $
22	AppLovin Corp	45,497	18.1M $
23	Ecolab Inc	67,544	18M $
24	Cummins Inc	33,386	18M $
25	Molina Healthcare Inc	130,032	17.3M $
26	Automatic Data Processing Inc	84,737	17.2M $
27	QXO Inc	856,968	16.6M $
28	Expedia Group Inc	71,964	16.6M $
29	QUALCOMM Inc	128,966	16.6M $
30	iShares Biotechnology ETF	97,654	16.5M $
31	Booking Holdings Inc	3,816	16.1M $
32	Progressive Corp/The	77,623	15.4M $
33	Autodesk Inc	63,609	15.2M $
34	Visa Inc	48,503	14.7M $
35	Walmart Inc	117,027	14.5M $
36	Paychex Inc	156,748	14.4M $
37	Mastercard Inc	28,482	14.2M $
38	Align Technology Inc	82,387	14.1M $
39	Stryker Corp	40,312	13.2M $
40	Intuitive Surgical Inc	28,680	13.2M $
41	Union Pacific Corp	52,616	12.8M $
42	Sprouts Farmers Market Inc	164,290	12.7M $
43	Novartis AG	81,783	12.5M $
44	Crowdstrike Holdings Inc	31,910	12.5M $
45	Uber Technologies Inc	167,885	12.1M $
46	FactSet Research Systems Inc	54,789	11.9M $
47	SPDR Series Trust	91,420	11.7M $
48	Sea Ltd	137,198	11.4M $
49	UnitedHealth Group Inc	40,873	11.1M $
50	Airbnb Inc	85,985	10.9M $
51	Maplebear Inc	276,323	10.4M $
52	WW Grainger Inc	9,259	10.1M $
53	AbbVie Inc	46,253	10.1M $
54	Edwards Lifesciences Corp	119,000	9.5M $
55	Trimble Inc	140,236	9.1M $
56	Deere & Co	16,112	9.1M $
57	Micron Technology Inc	26,700	9M $
58	Church & Dwight Co Inc	96,239	9M $
59	Amgen Inc	25,517	9M $
60	AutoNation Inc	45,670	8.9M $
61	Figure Technology Solutions Inc	246,865	8.4M $
62	Expeditors International of Washington Inc	58,333	8.4M $
63	Reddit Inc	61,150	8.2M $
64	Builders FirstSource Inc	95,961	7.9M $
65	Advanced Micro Devices Inc	38,370	7.8M $
66	Oracle Corp	52,895	7.8M $
67	FedEx Corp	20,957	7.5M $
68	DR Horton Inc	53,896	7.4M $
69	Norfolk Southern Corp	25,752	7.4M $
70	Corning Inc	50,015	6.8M $
71	Merck & Co Inc	55,229	6.6M $
72	Warner Bros Discovery Inc	225,221	6.2M $
73	Cisco Systems, Inc.	73,450	5.7M $
74	Berkshire Hathaway Inc	11,110	5.3M $
75	Toll Brothers Inc	37,683	5.1M $
76	Home Depot Inc/The	15,038	4.9M $
77	Bank of America Corp	94,979	4.6M $
78	Invesco S&P 500 Equal Weight ETF	24,109	4.6M $
79	PayPal Holdings Inc	96,775	4.4M $
80	Waters Corp	14,013	4.2M $
81	iShares 0-1 Year Treasury Bond ETF	37,557	4.1M $
82	Charles River Laboratories International Inc	24,018	4.1M $
83	Caterpillar Inc	5,808	4.1M $
84	Ralph Lauren Corp	11,630	4M $
85	ASML Holding NV	2,989	3.9M $
86	Fastenal Co	77,456	3.6M $
87	JPMorgan Chase & Co	12,147	3.6M $
88	Solventum Corp	54,455	3.6M $
89	International Business Machines Corp.	14,555	3.5M $
90	Cheniere Energy Inc	12,395	3.5M $
91	Coupang Inc	185,350	3.5M $
92	PepsiCo Inc	21,589	3.4M $
93	McDonald's Corp.	10,442	3.2M $
94	iShares Trust	38,275	3.2M $
95	Taiwan Semiconductor Manufacturing Co Ltd	9,211	3.1M $
96	Scotts Miracle-Gro Co/The	49,965	3M $
97	NIKE Inc	54,431	2.9M $
98	Broadcom Inc	9,128	2.8M $
99	Block Inc	44,593	2.7M $
100	Corpay Inc	9,200	2.7M $

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Sector breakdown

Technology 29.7 %
Communication 13.9 %
Consumer discretionary 11.9 %
Health care 9.2 %
Industrials 8.8 %
Financials 7.7 %
Consumer staples 5.3 %
Materials 1.0 %
Energy 0.3 %
Utilities 0.3 %
Funds 0.2 %
Unattributed 11.6 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

United States 99.5 %
Netherlands 0.2 %
Taiwan 0.2 %
Cayman Islands 0.1 %

Shares are computed on the fund's equities only.

Rank	Country	Lines	Value	Share
1	United States	203	1.8B $	99.52 %
2	Netherlands	1	3.9M $	0.22 %
3	Taiwan	1	3.1M $	0.17 %
4	Cayman Islands	1	1.6M $	0.09 %

Cite this page

Titelia. "Holdings of INVESTMENT HOUSE LLC". https://titelia.com/en/funds/US13F1566030