Holders — by stockHoldings — by fund
INVESTMENT HOUSE LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001566030
$2.21B
disclosed book value
220
positions
6.7%
largest position share
Positions, as of 2026-06-30
top 100 of 220 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 511,759 | $148.1M | 6.7% |
| 2 | GOOGLALPHABET INC | 338,423 | $120.9M | 5.5% |
| 3 | DELLDELL TECHNOLOGIES INC | 244,395 | $105.4M | 4.8% |
| 4 | METAMETA PLATFORMS INC | 161,072 | $90.7M | 4.1% |
| 5 | AMZNAMAZON COM INC | 348,447 | $83.0M | 3.8% |
| 6 | NVDANVIDIA CORPORATION | 412,272 | $82.5M | 3.7% |
| 7 | MSFTMICROSOFT CORP | 201,427 | $75.1M | 3.4% |
| 8 | GOOGALPHABET INC | 188,492 | $66.6M | 3% |
| 9 | COSTCOSTCO WHOLESALE CORPORATION | 62,273 | $58.3M | 2.6% |
| 10 | NEBIUS GROUP N.V. | 209,648 | $57.9M | 2.6% |
| 11 | LLYELI LILLY & CO | 46,347 | $55.6M | 2.5% |
| 12 | MOHMOLINA HEALTHCARE INC | 193,751 | $44.3M | 2% |
| 13 | MELIMERCADOLIBRE INC | 22,371 | $38.0M | 1.7% |
| 14 | AXPAMERICAN EXPRESS CO | 112,119 | $37.9M | 1.7% |
| 15 | NU HLDGS LTD | 2.3M | $30.8M | 1.4% |
| 16 | WSMWILLIAMS SONOMA INC | 132,046 | $30.8M | 1.4% |
| 17 | TXNTEXAS INSTRS INC | 103,080 | $30.7M | 1.4% |
| 18 | PGRPROGRESSIVE CORP | 137,271 | $30.0M | 1.4% |
| 19 | WMWASTE MGMT INC DEL | 130,596 | $29.1M | 1.3% |
| 20 | MUMICRON TECHNOLOGY INC | 23,375 | $27.0M | 1.2% |
| 21 | CRWDCROWDSTRIKE HLDGS INC | 31,415 | $24.0M | 1.1% |
| 22 | CMICUMMINS INC | 32,702 | $23.3M | 1.1% |
| 23 | JNJJOHNSON & JOHNSON | 91,185 | $23.2M | 1% |
| 24 | SFMSPROUTS FMRS MKT INC | 265,091 | $22.4M | 1% |
| 25 | ICEINTERCONTINENTAL EXCHANGE IN | 180,263 | $22.2M | 1% |
| 26 | APPAPPLOVIN CORP | 42,657 | $22.0M | 1% |
| 27 | QCOMQUALCOMM INC | 118,207 | $21.8M | 1% |
| 28 | AMDADVANCED MICRO DEVICES INC | 37,355 | $21.7M | 1% |
| 29 | ADBEADOBE INC | 103,486 | $21.2M | 1% |
| 30 | MSIMOTOROLA SOLUTIONS INC | 49,163 | $20.4M | 0.9% |
| 31 | ECLECOLAB INC | 67,144 | $18.7M | 0.8% |
| 32 | IBBISHARES TR | 96,715 | $18.4M | 0.8% |
| 33 | EXPEEXPEDIA GROUP INC | 69,964 | $17.9M | 0.8% |
| 34 | BKNGBOOKING HOLDINGS INC | 94,513 | $16.8M | 0.8% |
| 35 | INTUINTUIT | 64,464 | $16.8M | 0.8% |
| 36 | UNHUNITEDHEALTH GROUP INC | 39,389 | $16.4M | 0.7% |
| 37 | LOWLOWES COS INC | 72,399 | $16.0M | 0.7% |
| 38 | VVISA INC | 42,224 | $14.5M | 0.7% |
| 39 | XBISPDR SERIES TRUST | 89,915 | $14.2M | 0.6% |
| 40 | UNPUNION PAC CORP | 51,341 | $14.0M | 0.6% |
| 41 | ALGNALIGN TECHNOLOGY INC | 80,802 | $13.6M | 0.6% |
| 42 | WMTWALMART INC | 117,477 | $13.3M | 0.6% |
| 43 | SESEA LTD | 134,228 | $12.9M | 0.6% |
| 44 | NVSNOVARTIS AG | 80,147 | $12.6M | 0.6% |
| 45 | CARTMAPLEBEAR INC | 265,098 | $12.6M | 0.6% |
| 46 | SYKSTRYKER CORPORATION | 39,492 | $12.4M | 0.6% |
| 47 | GWWWW GRAINGER INC | 9,129 | $12.4M | 0.6% |
| 48 | UBERUBER TECHNOLOGIES INC | 171,290 | $12.4M | 0.6% |
| 49 | ADSKAUTODESK INC | 62,739 | $12.2M | 0.6% |
| 50 | ABNBAIRBNB INC | 84,012 | $12.0M | 0.5% |
| 51 | ABBVABBVIE INC | 45,938 | $11.6M | 0.5% |
| 52 | QXOQXO INC | 666,405 | $11.5M | 0.5% |
| 53 | GLWCORNING INC | 44,965 | $11.5M | 0.5% |
| 54 | ADPAUTOMATIC DATA PROCESSING IN | 51,211 | $11.5M | 0.5% |
| 55 | ISRGINTUITIVE SURGICAL INC | 28,505 | $11.3M | 0.5% |
| 56 | EWEDWARDS LIFESCIENCES CORP | 118,775 | $10.7M | 0.5% |
| 57 | RDDTREDDIT INC | 59,983 | $10.4M | 0.5% |
| 58 | DEDEERE & CO | 16,152 | $10.2M | 0.5% |
| 59 | EXPDEXPEDITORS INTL WASH INC | 58,358 | $9.5M | 0.4% |
| 60 | MAMASTERCARD INCORPORATED | 18,326 | $9.4M | 0.4% |
| 61 | AMGNAMGEN INC | 25,068 | $9.1M | 0.4% |
| 62 | ACCENTURE PLC IRELAND | 71,468 | $8.9M | 0.4% |
| 63 | CHDCHURCH & DWIGHT CO INC | 91,464 | $8.9M | 0.4% |
| 64 | PAYXPAYCHEX INC | 86,341 | $8.5M | 0.4% |
| 65 | ANAUTONATION INC | 45,680 | $8.5M | 0.4% |
| 66 | DHID R HORTON INC | 51,246 | $8.3M | 0.4% |
| 67 | CSCOCISCO SYS INC | 69,100 | $8.1M | 0.4% |
| 68 | NSCNORFOLK SOUTHN CORP | 25,482 | $8.0M | 0.4% |
| 69 | ORCLORACLE CORP | 51,196 | $7.5M | 0.3% |
| 70 | MRKMERCK & CO INC | 55,020 | $7.1M | 0.3% |
| 71 | TRMBTRIMBLE INC | 131,936 | $6.8M | 0.3% |
| 72 | BLDRBUILDERS FIRSTSOURCE INC | 74,600 | $6.7M | 0.3% |
| 73 | FDXFEDEX CORP | 20,707 | $6.5M | 0.3% |
| 74 | CATCATERPILLAR INC | 5,798 | $6.2M | 0.3% |
| 75 | FIGRFIGURE TECHNOLOGY SOLUTIO | 197,255 | $6.1M | 0.3% |
| 76 | ASML HLDG NV | 2,989 | $5.9M | 0.3% |
| 77 | BRK/BBERKSHIRE HATHAWAY INC DEL | 11,318 | $5.7M | 0.3% |
| 78 | CRLCHARLES RIV LABS INTL INC | 24,018 | $5.4M | 0.2% |
| 79 | WATWATERS CORP | 14,163 | $5.3M | 0.2% |
| 80 | BACBANK OF AMER CORP | 92,248 | $5.3M | 0.2% |
| 81 | HDHOME DEPOT INC | 14,463 | $5.1M | 0.2% |
| 82 | SPYSTATE STR SPDR S&P 500 ETF T | 6,292 | $4.7M | 0.2% |
| 83 | RLRALPH LAUREN CORP | 10,930 | $4.4M | 0.2% |
| 84 | SHVISHARES TR | 38,665 | $4.3M | 0.2% |
| 85 | NFLXNETFLIX INC. | 59,428 | $4.2M | 0.2% |
| 86 | MRVLMARVELL TECHNOLOGY INC | 14,215 | $4.2M | 0.2% |
| 87 | COMPCOMPASS INC | 332,030 | $4.1M | 0.2% |
| 88 | PYPLPAYPAL HLDGS INC | 94,451 | $4.1M | 0.2% |
| 89 | IBMINTERNATIONAL BUSINESS MACHS | 14,305 | $4.0M | 0.2% |
| 90 | FASTFASTENAL CO | 77,006 | $3.7M | 0.2% |
| 91 | ZTSZOETIS INC | 50,868 | $3.7M | 0.2% |
| 92 | HCAHCA HEALTHCARE INC | 9,048 | $3.5M | 0.2% |
| 93 | DALDELTA AIR LINES INC | 36,511 | $3.4M | 0.2% |
| 94 | AVGOBROADCOM INC | 9,040 | $3.4M | 0.2% |
| 95 | GARMIN LTD | 14,225 | $3.4M | 0.2% |
| 96 | XYZBLOCK INC | 42,693 | $3.2M | 0.1% |
| 97 | TOLTOLL BROTHERS INC | 19,581 | $3.2M | 0.1% |
| 98 | GEVGE VERNOVA INC | 2,578 | $3.0M | 0.1% |
| 99 | SYYSYSCO CORP | 36,105 | $3.0M | 0.1% |
| 100 | SHYISHARES TR | 36,700 | $3.0M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.