Investment House LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 213Value: $1.8BLatest: 2025Q1

INVESTMENT HOUSE LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 213 holdings worth $1.8 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "SE",
  "HOOD",
  "AZEK",
  "CCCS",
  "FWONK",
  "MU",
  "ACN",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "BABA",
  "GOOGL",
  "AXP",
  "ASML",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "APP",
  "LOW",
  "CMI",
  "EBAY",
  "RL",
  "EXPE",
  "EXPD",
  "IBKR",
  "GILD",
  "HON",
  "HD",
  "HPQ",
  "MCD",
  "INTU",
  "RPM",
  "UNP",
  "QCOM",
  "ISRG",
  "LEN",
  "ITW",
  null,
  "BKNG",
  "ICE",
  "META",
  null,
  null,
  null,
  "LIN",
  null,
  null,
  "MRVL",
  "MA",
  "QXO",
  "MDT",
  "MSFT",
  "MDLZ",
  "TMUS",
  "DXC",
  "HEI",
  "NVS",
  "NU",
  "FAST",
  "ORCL",
  "PAYX",
  null,
  "PANW",
  "PYPL",
  "PEP",
  "IRM",
  null,
  null,
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "PLTR",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  "KVUE",
  "DGX",
  "REGN",
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "RTX",
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "UBER",
  "UPS",
  "AAP",
  "EWBC",
  "LPX",
  "LAD",
  "ULTA",
  "TSM",
  "SMG",
  "GPN",
  "FSK",
  "GFF",
  "VRTX",
  "EA",
  "EW",
  "TT",
  "RH",
  "ADSK",
  "TOL",
  "AMD",
  "CPAY",
  "WEC",
  "WM",
  "FSLR",
  "FOUR",
  "AEP",
  null,
  "FVRR",
  "INDP",
  "IDXX",
  "RACE",
  "DHI",
  "AMZN",
  "MSI",
  "TTWO",
  "HCA",
  "ACM",
  "USB",
  null,
  "V",
  "WMT",
  "WAT",
  "WSM",
  "WHR",
  "WING",
  null,
  "YUM",
  "SOLV",
  "GRMN",
  "CART",
  "MTB",
  "BIIB",
  "EIX",
  "NSC",
  "SO",
  "TTD",
  "TRMB",
  "CRM",
  "RDDT",
  "SYY",
  "MELI",
  "MCK",
  "GWW",
  "FDX",
  null,
  "AN",
  "ADP",
  "BAC",
  "BRK-B",
  "BAH",
  null,
  "BMY",
  "BCO",
  "BRC",
  "BLDR",
  "CRL",
  "CVX",
  "CMG",
  "CHD",
  "CSCO",
  "CLX",
  "KO",
  "COIN",
  "CL",
  "COP",
  "STZ",
  "ED",
  "COST",
  "GLW",
  "CPNG",
  "CRWD",
  "CVS",
  "DHR",
  "DELL",
  "DE",
  "DCI",
  "RSP",
  "EWJ",
  "ADI",
  "MCO",
  "NEE",
  "NKE",
  "DIS",
  "GOOG",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 213
Total Value: 1756543843
Accession Number: 0001398344-25-008970
Form Type: 13F-HR
CIK: investment-house
Manager Name: Investment-House

Data Enrichment

92% identified

197 identified16 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

213 positions • $1.8B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 11

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Apple Inc.

AAPL|037833100

Shares:535.3K

Value:$118.9M

% of Portfolio:6.8% ($118.9M/$1.8B)

Meta Platforms, Inc.

META|30303M102

Shares:164.1K

Value:$94.6M

% of Portfolio:5.4% ($94.6M/$1.8B)

MICROSOFT CORP

MSFT|594918104

Shares:223.5K

Value:$83.9M

% of Portfolio:4.8% ($83.9M/$1.8B)

AMAZON COM INC

AMZN|023135106

Shares:332.2K

Value:$63.2M

% of Portfolio:3.6% ($63.2M/$1.8B)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:66.0K

Value:$62.4M

% of Portfolio:3.6% ($62.4M/$1.8B)

Alphabet Inc.

GOOGL|02079K305

Shares:344.7K

Value:$53.3M

% of Portfolio:3.0% ($53.3M/$1.8B)

NVIDIA CORP

NVDA|67066G104

Shares:470.3K

Value:$51.0M

% of Portfolio:2.9% ($51.0M/$1.8B)

INTUIT INC.

INTU|461202103

Shares:79.2K

Value:$48.6M

% of Portfolio:2.8% ($48.6M/$1.8B)

ELI LILLY & Co

LLY|532457108

Shares:47.5K

Value:$39.3M

% of Portfolio:2.2% ($39.3M/$1.8B)

Motorola Solutions, Inc.

MSI|620076307

Shares:79.7K

Value:$34.9M

% of Portfolio:2.0% ($34.9M/$1.8B)

ADOBE INC.

ADBE|00724F101

Shares:89.6K

Value:$34.4M

% of Portfolio:2.0% ($34.4M/$1.8B)

Alphabet Inc.

GOOG|02079K107

Shares:207.4K

Value:$32.4M

% of Portfolio:1.8% ($32.4M/$1.8B)

WASTE MANAGEMENT INC

WM|94106L109

Shares:135.1K

Value:$31.3M

% of Portfolio:1.8% ($31.3M/$1.8B)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:174.9K

Value:$30.2M

% of Portfolio:1.7% ($30.2M/$1.8B)

Accenture plc

ACN|G1151C101

Shares:92.8K

Value:$28.9M

% of Portfolio:1.6% ($28.9M/$1.8B)

AMERICAN EXPRESS CO

AXP|025816109

Shares:106.2K

Value:$28.6M

% of Portfolio:1.6% ($28.6M/$1.8B)

PAYCHEX INC

PAYX|704326107

Shares:182.0K

Value:$28.1M

% of Portfolio:1.6% ($28.1M/$1.8B)

MERCADOLIBRE INC

MELI|58733R102

Shares:13.9K

Value:$27.2M

% of Portfolio:1.5% ($27.2M/$1.8B)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:87.5K

Value:$26.7M

% of Portfolio:1.5% ($26.7M/$1.8B)

Nu Holdings Ltd.

NU|G6683N103

Shares:2.5M

Value:$25.4M

% of Portfolio:1.4% ($25.4M/$1.8B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	535.3K	QoQ -3.62% (-20.1K) YoY -23.10% (-160.9K)	All Managers (Combined)	$118.9M	6.8% ($118.9M/$1.8B)	QoQ -14.51% (-$20.2M) YoY -0.39% (-$473.7K)
Meta Platforms, Inc.(METAcusip30303M102)	164.1K	QoQ -8.47% (-15.2K) YoY -12.25% (-22.9K)	All Managers (Combined)	$94.6M	5.4% ($94.6M/$1.8B)	QoQ -9.90% (-$10.4M) YoY +4.15% (-$3.8M)
MICROSOFT CORP(MSFTcusip594918104)	223.5K	QoQ -1.60% (-3.7K) YoY -7.10% (-17.1K)	All Managers (Combined)	$83.9M	4.8% ($83.9M/$1.8B)	QoQ -12.37% (-$11.8M) YoY -17.11% (-$17.3M)
AMAZON COM INC(AMZNcusip023135106)	332.2K	QoQ -4.85% (-17.0K) YoY -6.06% (-21.5K)	All Managers (Combined)	$63.2M	3.6% ($63.2M/$1.8B)	QoQ -17.49% (-$13.4M) YoY -0.92% (-$590.0K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	66.0K	QoQ +1.29% (+842) YoY -3.19% (-2.2K)	All Managers (Combined)	$62.4M	3.6% ($62.4M/$1.8B)	QoQ +4.55% (+$2.7M) YoY +24.96% (-$12.5M)
Alphabet Inc.(GOOGLcusip02079K305)	344.7K	QoQ -1.98% (-7.0K) YoY -0.53% (-1.9K)	All Managers (Combined)	$53.3M	3.0% ($53.3M/$1.8B)	QoQ -19.92% (-$13.3M) YoY +1.90% (-$998.8K)
NVIDIA CORP(NVDAcusip67066G104)	470.3K	QoQ -0.83% (-4.0K) YoY +612.89% (-404.3K)	All Managers (Combined)	$51.0M	2.9% ($51.0M/$1.8B)	QoQ -19.97% (-$12.7M) YoY -14.48% (-$8.6M)
INTUIT INC.(INTUcusip461202103)	79.2K	QoQ -8.21% (-7.1K) YoY -21.90% (-22.2K)	All Managers (Combined)	$48.6M	2.8% ($48.6M/$1.8B)	QoQ -10.33% (-$5.6M) YoY -26.22% (-$17.3M)
ELI LILLY & Co(LLYcusip532457108)	47.5K	QoQ -0.28% (-135) YoY -3.61% (-1.8K)	All Managers (Combined)	$39.3M	2.2% ($39.3M/$1.8B)	QoQ +6.68% (-$2.5M) YoY +2.32% (-$890.9K)
Motorola Solutions, Inc.(MSIcusip620076307)	79.7K	QoQ +1.39% (-1.1K) YoY +1.60% (+1.3K)	All Managers (Combined)	$34.9M	2.0% ($34.9M/$1.8B)	QoQ -3.95% (-$1.4M) YoY +25.31% (+$7.0M)
ADOBE INC.(ADBEcusip00724F101)	89.6K	QoQ +1.79% (-1.6K) YoY -5.57% (-5.3K)	All Managers (Combined)	$34.4M	2.0% ($34.4M/$1.8B)	QoQ -12.20% (-$4.8M) YoY -28.23% (-$13.5M)
Alphabet Inc.(GOOGcusip02079K107)	207.4K	QoQ -6.25% (-13.8K) YoY -24.86% (-68.6K)	All Managers (Combined)	$32.4M	1.8% ($32.4M/$1.8B)	QoQ -23.09% (-$9.7M) YoY -22.90% (-$9.6M)
WASTE MANAGEMENT INC(WMcusip94106L109)	135.1K	QoQ +0.24% (+330) YoY +2.39% (+3.2K)	All Managers (Combined)	$31.3M	1.8% ($31.3M/$1.8B)	QoQ +15.00% (+$4.1M) YoY +11.21% (+$3.2M)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	174.9K	QoQ +0.01% (+22) YoY +0.02% (+47)	All Managers (Combined)	$30.2M	1.7% ($30.2M/$1.8B)	QoQ +15.77% (+$4.1M) YoY +25.55% (+$6.1M)
Accenture plc(ACNcusipG1151C101)	92.8K	QoQ +0.16% (-157) YoY -1.32% (-1.2K)	All Managers (Combined)	$28.9M	1.6% ($28.9M/$1.8B)	QoQ -11.14% (-$3.6M) YoY -11.17% (-$3.6M)
AMERICAN EXPRESS CO(AXPcusip025816109)	106.2K	QoQ +6.61% (-6.6K) YoY +9.73% (+9.4K)	All Managers (Combined)	$28.6M	1.6% ($28.6M/$1.8B)	QoQ -3.35% (-$990.8K) YoY +29.66% (+$6.5M)
PAYCHEX INC(PAYXcusip704326107)	182.0K	QoQ +0.52% (+944) YoY +0.48% (+870)	All Managers (Combined)	$28.1M	1.6% ($28.1M/$1.8B)	QoQ +10.60% (+$2.7M) YoY +26.23% (+$5.8M)
MERCADOLIBRE INC(MELIcusip58733R102)	13.9K	QoQ -5.30% (-780) YoY +10.14% (+1.3K)	All Managers (Combined)	$27.2M	1.5% ($27.2M/$1.8B)	QoQ +8.64% (-$2.2M) YoY +42.12% (+$8.1M)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	87.5K	QoQ 0.00% (-5) YoY 0.00% (-1)	All Managers (Combined)	$26.7M	1.5% ($26.7M/$1.8B)	QoQ +4.36% (-$1.1M) YoY +22.33% (-$4.9M)
Nu Holdings Ltd.(NUcusipG6683N103)	2.5M	QoQ +6.04% (+141.4K) YoY +16.81% (+357.3K)	All Managers (Combined)	$25.4M	1.4% ($25.4M/$1.8B)	QoQ +4.81% (+$1.2M) YoY +0.26% (+$67.8K)