Filed: 10/31/2025ACC: 0001398344-25-020085
📋 What this filing means
INVESTMENT HOUSE LLC filed this quarterly 13F‑HR report disclosing 223 equity positions with a total reported market value of $2.11B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
223
Positions
$2.11B
Total AUM (reported)
14.89M
Total Shares
Allocation by class
COM$1.36B64.3%
CL A$189.14M9.0%
CAP STK CL A$90.15M4.3%
COM NEW$78.10M3.7%
COM CL A$69.27M3.3%
CAP STK CL C$51.74M2.5%
SHS CLASS A$49.71M2.4%
Portfolio Concentration
Top 3$358.08M17.0%
4–10$452.44M21.5%
11–25$460.96M21.9%
Rest$837.27M39.7%
Top 3 weight
17.0%
Top 10 weight
38.4%
Voting Authority Distribution
Total shares with voting rights: 14.89M
Sole
Full voting authority
10.19M
shares
% of voting shares68.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.70M
shares
% of voting shares31.5%
Investment Discretion (by position count)
Sole223
Shared0
Other0
Dominant voting typeSole · 68.5% of voting shares
Institutional Holdings223
Rows:
APPLE INC
SOLEShares524.84K
TypeSH
Market value$133.64M
6.34%
Sole
355.90K
Shared
0.00
None
168.94K
META PLATFORMS INC
SOLEShares159.62K
TypeSH
Market value$117.22M
5.56%
Sole
118.96K
Shared
0.00
None
40.66K
MICROSOFT CORP
SOLEShares207K
TypeSH
Market value$107.22M
5.08%
Sole
135.86K
Shared
0.00
None
71.15K
ALPHABET INC
SOLEShares370.83K
TypeSH
Market value$90.15M
4.28%
Sole
265.93K
Shared
0.00
None
104.90K
NVIDIA CORPORATION
SOLEShares456.24K
TypeSH
Market value$85.13M
4.04%
Sole
325.12K
Shared
0.00
None
131.12K
AMAZON COM INC
SOLEShares327.20K
TypeSH
Market value$71.84M
3.41%
Sole
239.21K
Shared
0.00
None
87.99K
COSTCO WHSL CORP NEW
SOLEShares64.64K
TypeSH
Market value$59.84M
2.84%
Sole
37.65K
Shared
0.00
None
27K
INTUIT
SOLEShares77.33K
TypeSH
Market value$52.81M
2.50%
Sole
52.48K
Shared
0.00
None
24.85K
ALPHABET INC
SOLEShares212.43K
TypeSH
Market value$51.74M
2.45%
Sole
125.76K
Shared
0.00
None
86.67K
NU HLDGS LTD
SOLEShares2.56M
TypeSH
Market value$40.93M
1.94%
Sole
1.84M
Shared
0.00
None
715.11K
APPLOVIN CORP
SOLEShares51.78K
TypeSH
Market value$37.21M
1.76%
Sole
38.50K
Shared
0.00
None
13.29K
AMERICAN EXPRESS CO
SOLEShares110.84K
TypeSH
Market value$36.82M
1.75%
Sole
80.14K
Shared
0.00
None
30.70K
MOTOROLA SOLUTIONS INC
SOLEShares78.82K
TypeSH
Market value$36.04M
1.71%
Sole
56.34K
Shared
0.00
None
22.49K
ELI LILLY & CO
SOLEShares47.04K
TypeSH
Market value$35.89M
1.70%
Sole
30.11K
Shared
0.00
None
16.93K
MERCADOLIBRE INC
SOLEShares14.82K
TypeSH
Market value$34.64M
1.64%
Sole
11.29K
Shared
0.00
None
3.53K
DELL TECHNOLOGIES INC
SOLEShares238.95K
TypeSH
Market value$33.88M
1.61%
Sole
184.40K
Shared
0.00
None
54.55K
ADOBE INC
SOLEShares95.51K
TypeSH
Market value$33.69M
1.60%
Sole
49.11K
Shared
0.00
None
46.40K
INTERCONTINENTAL EXCHANGE IN
SOLEShares188.09K
TypeSH
Market value$31.69M
1.50%
Sole
134.47K
Shared
0.00
None
53.62K
WASTE MGMT INC DEL
SOLEShares134K
TypeSH
Market value$29.59M
1.40%
Sole
93.51K
Shared
0.00
None
40.49K
NEBIUS GROUP N.V.
SOLEShares259.24K
TypeSH
Market value$29.10M
1.38%
Sole
191.12K
Shared
0.00
None
68.12K
WILLIAMS SONOMA INC
SOLEShares133.61K
TypeSH
Market value$26.11M
1.24%
Sole
105.59K
Shared
0.00
None
28.02K
AUTOMATIC DATA PROCESSING IN
SOLEShares87.84K
TypeSH
Market value$25.78M
1.22%
Sole
50.77K
Shared
0.00
None
37.07K
UNITEDHEALTH GROUP INC
SOLEShares69.39K
TypeSH
Market value$23.96M
1.14%
Sole
49.95K
Shared
0.00
None
19.44K
SEA LTD
SOLEShares131.81K
TypeSH
Market value$23.56M
1.12%
Sole
98.73K
Shared
0.00
None
33.08K
PAYCHEX INC
SOLEShares181.43K
TypeSH
Market value$23.00M
1.09%
Sole
126.45K
Shared
0.00
None
54.98K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 524.84K | SH | $133.64M 6.34% | 355.90K | 0.00 | 168.94K |
META PLATFORMS INCSOLE | CL A | 159.62K | SH | $117.22M 5.56% | 118.96K | 0.00 | 40.66K |
MICROSOFT CORPSOLE | COM | 207K | SH | $107.22M 5.08% | 135.86K | 0.00 | 71.15K |
ALPHABET INCSOLE | CAP STK CL A | 370.83K | SH | $90.15M 4.28% | 265.93K | 0.00 | 104.90K |
NVIDIA CORPORATIONSOLE | COM | 456.24K | SH | $85.13M 4.04% | 325.12K | 0.00 | 131.12K |
AMAZON COM INCSOLE | COM | 327.20K | SH | $71.84M 3.41% | 239.21K | 0.00 | 87.99K |
COSTCO WHSL CORP NEWSOLE | COM | 64.64K | SH | $59.84M 2.84% | 37.65K | 0.00 | 27K |
INTUITSOLE | COM | 77.33K | SH | $52.81M 2.50% | 52.48K | 0.00 | 24.85K |
ALPHABET INCSOLE | CAP STK CL C | 212.43K | SH | $51.74M 2.45% | 125.76K | 0.00 | 86.67K |
NU HLDGS LTDSOLE | ORD SHS CL A | 2.56M | SH | $40.93M 1.94% | 1.84M | 0.00 | 715.11K |
APPLOVIN CORPSOLE | COM CL A | 51.78K | SH | $37.21M 1.76% | 38.50K | 0.00 | 13.29K |
AMERICAN EXPRESS COSOLE | COM | 110.84K | SH | $36.82M 1.75% | 80.14K | 0.00 | 30.70K |
MOTOROLA SOLUTIONS INCSOLE | COM NEW | 78.82K | SH | $36.04M 1.71% | 56.34K | 0.00 | 22.49K |
ELI LILLY & COSOLE | COM | 47.04K | SH | $35.89M 1.70% | 30.11K | 0.00 | 16.93K |
MERCADOLIBRE INCSOLE | COM | 14.82K | SH | $34.64M 1.64% | 11.29K | 0.00 | 3.53K |
DELL TECHNOLOGIES INCSOLE | CL C | 238.95K | SH | $33.88M 1.61% | 184.40K | 0.00 | 54.55K |
ADOBE INCSOLE | COM | 95.51K | SH | $33.69M 1.60% | 49.11K | 0.00 | 46.40K |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 188.09K | SH | $31.69M 1.50% | 134.47K | 0.00 | 53.62K |
WASTE MGMT INC DELSOLE | COM | 134K | SH | $29.59M 1.40% | 93.51K | 0.00 | 40.49K |
NEBIUS GROUP N.V.SOLE | SHS CLASS A | 259.24K | SH | $29.10M 1.38% | 191.12K | 0.00 | 68.12K |
WILLIAMS SONOMA INCSOLE | COM | 133.61K | SH | $26.11M 1.24% | 105.59K | 0.00 | 28.02K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 87.84K | SH | $25.78M 1.22% | 50.77K | 0.00 | 37.07K |
UNITEDHEALTH GROUP INCSOLE | COM | 69.39K | SH | $23.96M 1.14% | 49.95K | 0.00 | 19.44K |
SEA LTDSOLE | SPONSORD ADS | 131.81K | SH | $23.56M 1.12% | 98.73K | 0.00 | 33.08K |
PAYCHEX INCSOLE | COM | 181.43K | SH | $23.00M 1.09% | 126.45K | 0.00 | 54.98K |
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