Investment House LLC Portfolio Holdings

Investment House LLC

$1.72 Billion
Q1 2025

Investment House LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.72 Billion distributed in 213 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $119M, Meta Platforms, Inc. with a value of $94.6M, Microsoft Corp with a value of $83.9M, Amazon Com Inc with a value of $63.2M, and Costco Wholesale Corp with a value of $62.4M.

Examining the 13F form we can see an decrease of $88.3M in the current position value, from $1.81B to 1.72B.

Investment House LLC is based out at Las Vegas, NV

Below you can find more details about Investment House LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.72 Billion

Technology: $597 Million

Consumer Cyclical: $238 Million

Healthcare: $193 Million

Industrials: $192 Million

Communication Services: $191 Million

Financial Services: $140 Million

Consumer Defensive: $100 Million

ETFs: $38.6 Million

Other: $30.2 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
CRL Charles River Laboratories International, Inc. Healthcare	$7.17B	$9.87 Million 0.57% of portfolio	65,580	Q1 2025 Added 0.48%
PYPL Pay Pal Holdings, Inc. Financial Services	$83.5B	$9.68 Million 0.56% of portfolio	148,373	Q1 2025 Reduced 16.87%
FAST Fastenal CO Industrials	$47.6B	$9.67 Million 0.56% of portfolio	124,665	Q1 2025 Added 2.63%
DHI Horton D R Inc Consumer Cyclical	$43.7B	$9.47 Million 0.55% of portfolio	74,530	Q1 2025 Added 46.58%
ORCL Oracle Corp Technology	$433B	$9.25 Million 0.54% of portfolio	66,137	Q1 2025 Added 2.78%
NVS Novartis Ag Healthcare	$236B	$9.16 Million 0.53% of portfolio	82,204	Q1 2025 Reduced 0.12%
CRM Salesforce, Inc. Technology	$288B	$8.96 Million 0.52% of portfolio	33,405	Q1 2025 Reduced 14.57%
EXPD Expeditors International Of Washington Inc Industrials	$19.4B	$8.03 Million 0.47% of portfolio	66,744	Q1 2025 Added 6.62%
HPQ Hp Inc Technology	$30.3B	$7.86 Million 0.46% of portfolio	283,872	Q1 2025 Reduced 2.65%
EXPE Expedia Group, Inc. Consumer Cyclical	$25.3B	$7.8 Million 0.45% of portfolio	46,407	Q1 2025 Added 36.28%
DE Deere & CO Industrials	$160B	$7.69 Million 0.45% of portfolio	16,392	Q1 2025 Added 1.36%
AN Autonation, Inc. Consumer Cyclical	$9.42B	$7.75 Million 0.45% of portfolio	47,845	Q1 2025 Added 0.54%
FVRR Fiverr International Ltd. Communication Services	$1.18B	$6.55 Million 0.38% of portfolio	276,480	Q1 2025 Added 8.24%
GPN Global Payments Inc Industrials	$22.8B	$6.31 Million 0.37% of portfolio	64,463	Q1 2025 Reduced 11.75%
NSC Norfolk Southern Corp Industrials	$57B	$6.3 Million 0.37% of portfolio	26,593	Q1 2025 Added 0.19%
ABNB Airbnb, Inc. Consumer Cyclical	$54.5B	$6.1 Million 0.35% of portfolio	51,100	Q1 2025 Added 156.91%
HD Home Depot, Inc. Consumer Cyclical	$390B	$5.9 Million 0.34% of portfolio	16,111	Q1 2025 Added 2.51%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$694B	$5.79 Million 0.34% of portfolio	10,867	Q1 2025 Reduced 52.21%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$5.75 Million 0.33% of portfolio	10,281	Q1 2025 New
WAT Waters Corp Healthcare	$21.5B	$5.38 Million 0.31% of portfolio	14,587	Q1 2025 Reduced 3.79%
BLDR Builders First Source, Inc. Industrials	$18.8B	$5.08 Million 0.3% of portfolio	40,663	Q1 2025 Added 114.5%
CCCS Ccc Intelligent Solutions Holdings Inc. Technology	$5.57B	$4.98 Million 0.29% of portfolio	551,720	Q1 2025 Added 6.96%
UNH Unitedhealth Group Inc Healthcare	$273B	$4.86 Million 0.28% of portfolio	9,275	Q1 2025 Reduced 1.07%
MCD Mcdonalds Corp Consumer Cyclical	$236B	$4.65 Million 0.27% of portfolio	14,893	Q4 2024 Reduced 1.0%
NKE Nike, Inc. Consumer Cyclical	$79.5B	$4.49 Million 0.26% of portfolio	70,663	Q1 2025 Added 16.63%
CSCO Cisco Systems, Inc. Technology	$261B	$4.48 Million 0.26% of portfolio	72,534	Q1 2025 Added 1.41%
BAC Bank Of America Corp Financial Services	$359B	$4.08 Million 0.24% of portfolio	97,689	Q1 2025 Reduced 7.77%
PEP Pepsico Inc Consumer Defensive	$182B	$3.97 Million 0.23% of portfolio	26,481	Q1 2025 Reduced 13.55%
FXI Ishares Tr ETFs	$0	$3.93 Million 0.23% of portfolio	109,712	Q1 2025 New
SQ Block, Inc. Technology	$30.3B	$3.92 Million 0.23% of portfolio	68,518	Q1 2025 Added 1.29%
MDT Medtronic PLC Healthcare	$115B	$3.87 Million 0.22% of portfolio	43,031	Q1 2025 Added 0.91%
AMD Advanced Micro Devices Inc Technology	$189B	$3.72 Million 0.22% of portfolio	36,180	Q1 2025 Added 14.93%
SHV Ishares Tr ETFs	$0	$3.85 Million 0.22% of portfolio	34,812	Q1 2025 Added 2.36%
IBM International Business Machines Corp Technology	$239B	$3.61 Million 0.21% of portfolio	14,500	Q1 2025 Reduced 0.51%
RH Rh Consumer Cyclical	$5.17B	$3.36 Million 0.2% of portfolio	14,343	Q1 2025 Reduced 1.14%
SHY Ishares Barclays 1 3 Year Trea ETFs	$0	$3.24 Million 0.19% of portfolio	39,147	Q1 2025 Reduced 31.85%
ABT Abbott Laboratories Healthcare	$236B	$3.2 Million 0.19% of portfolio	24,154	Q4 2024 Reduced 0.31%
SMG Scotts Miracle Gro CO Basic Materials	$3.38B	$3.33 Million 0.19% of portfolio	60,595	Q1 2025 Reduced 0.97%
DHR Danaher Corp Healthcare	$143B	$3.33 Million 0.19% of portfolio	16,226	Q1 2025 Added 5.43%
BMY Bristol Myers Squibb CO Healthcare	$99.4B	$3.12 Million 0.18% of portfolio	51,185	Q1 2025 Reduced 1.39%
GRMN Garmin LTD Technology	$39.3B	$3.09 Million 0.18% of portfolio	14,225	Q3 2024 Reduced 2.74%
SYY Sysco Corp Consumer Defensive	$36.7B	$2.96 Million 0.17% of portfolio	39,510	Q1 2025 Reduced 1.25%
DOW Dow Inc. Basic Materials	$21.2B	$2.97 Million 0.17% of portfolio	85,186	Q1 2025 Added 90.82%
ASML Asml Holding Nv Technology	$297B	$2.76 Million 0.16% of portfolio	4,170	Q1 2025 Added 9.56%
UPS United Parcel Service Inc Industrials	$73.9B	$2.78 Million 0.16% of portfolio	25,268	Q1 2025 Reduced 6.09%
RACE Ferrari N.V. Consumer Cyclical	$91.1B	$2.67 Million 0.16% of portfolio	6,244	Q1 2025 New
YUM Yum Brands Inc Consumer Cyclical	$42.1B	$2.71 Million 0.16% of portfolio	17,243	Q4 2024 Added 0.12%
CMG Chipotle Mexican Grill Inc Consumer Cyclical	$1.45B	$2.62 Million 0.15% of portfolio	52,250	Q1 2025 Added 0.77%
TMO Thermo Fisher Scientific Inc. Healthcare	$161B	$2.62 Million 0.15% of portfolio	5,272	Q1 2025 Added 8.59%
RL Ralph Lauren Corp Consumer Cyclical	$11.5B	$2.6 Million 0.15% of portfolio	11,770	Q1 2025 Added 0.64%

Summary

Portfolio
No. of Stocks 213
Current Value $1.72 Billion
Prior Value $1.81 Billion
Filing
Period Q1 2025
Filing Date May 08, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 26 stocks
Additional Purchases 81 stocks
Sold out of 0 stocks
Reduced holdings in 63 stocks

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Investment House LLC Portfolio Holdings