INVESTMENT HOUSE LLC 13F Holdings

CIK 0001566030 · Los Angeles, CA

As of Sep 30, 2025, INVESTMENT HOUSE LLC reported 223 positions worth $2.1B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology524,838 33.6M6.35%
META PLATFORMS INCMETACommunication Services159,623 17.2M5.57%
MICROSOFT CORPMSFTTechnology207,004 07.2M5.10%
ALPHABET INCGOOGLEquity370,830$90.1M4.29%
NVIDIA CORPNVDATechnology456,240$85.1M4.05%
AMAZON.COM INCAMZNEquity327,200$71.8M3.41%
COSTCO WHOLESALE CORPCOSTConsumer Defensive64,644$59.8M2.84%
INTUIT INCINTUTechnology77,330$52.8M2.51%
ALPHABET INCGOOGEquity212,428$51.7M2.46%
NU HOLDINGS LTDNUFinancial Services2,556,819$40.9M1.95%
APPLOVIN CORPAPPTechnology51,785$37.2M1.77%
AMERICAN EXPRESS COAXPFinancial Services110,838$36.8M1.75%
MOTOROLA SOLUTIONS INCMSITechnology78,822$36.0M1.71%
ELI LILLY & COLLYHealthcare47,038$35.9M1.71%
MERCADOLIBRE INCMELIConsumer Cyclical14,821$34.6M1.65%
DELL TECHNOLOGIES INCDELLTechnology238,950$33.9M1.61%
ADOBE INCADBETechnology95,506$33.7M1.60%
INTERCONTINENTAL EXCHANGE INCICEFinancial Services188,095$31.7M1.51%
WASTE MANAGEMENT INCWMIndustrials134,001$29.6M1.41%
NEBIUS GROUP NVNBISCommunication Services259,235$29.1M1.38%
WILLIAMS SONOMA INCWSMConsumer Cyclical133,612$26.1M1.24%
AUTOMATIC DATA PROCESSING INCADPIndustrials87,841$25.8M1.23%
UNITEDHEALTH GROUP INCUNHHealthcare69,385$24.0M1.14%
SEA LTDSEConsumer Cyclical131,808$23.6M1.12%
PAYCHEX INCPAYXIndustrials181,430$23.0M1.09%