INVESTMENT HOUSE LLC

PrivateCIK: 1566030

Location

REDONDO BEACH, CA

223

Positions

$1.92B

Total AUM (reported)

14.57M

Total Shares

Allocation by class

COM$1.26B65.6%

CL A$154.16M8.0%

CAP STK CL A$95.99M5.0%

COM NEW$72.72M3.8%

CAP STK CL C$56.22M2.9%

COM CL A$54.14M2.8%

CL C$41.07M2.1%

Portfolio Concentration

Top 3$322.87M16.8%

4–10$423.01M22.0%

11–25$373.91M19.5%

Rest$801.96M41.7%

Top 3 weight

16.8%

Top 10 weight

38.8%

Voting Authority Distribution

Total shares with voting rights: 14.57M

Sole

Full voting authority

10.30M

% of voting shares70.7%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

4.28M

% of voting shares29.3%

Investment Discretion (by position count)

Sole223

Shared0

Other0

Dominant voting typeSole · 70.7% of voting shares

Institutional Holdings223

Rows:

APPLE INC

SOLE

COM

Shares534.44K

TypeSH

Market value$135.64M

7.06%

Sole

359.80K

Shared

0.00

None

174.64K

ALPHABET INC

SOLE

CAP STK CL A

Shares333.81K

TypeSH

Market value$95.99M

4.99%

Sole

234.38K

Shared

0.00

None

99.43K

META PLATFORMS INC

SOLE

CL A

Shares159.49K

TypeSH

Market value$91.25M

4.75%

Sole

118.54K

Shared

0.00

None

40.94K

MICROSOFT CORP

SOLE

COM

Shares208.79K

TypeSH

Market value$77.29M

4.02%

Sole

134.83K

Shared

0.00

None

73.96K

NVIDIA CORPORATION

SOLE

COM

Shares430.27K

TypeSH

Market value$75.04M

3.90%

Sole

302.46K

Shared

0.00

None

127.80K

AMAZON COM INC

SOLE

COM

Shares326.44K

TypeSH

Market value$67.99M

3.54%

Sole

239.06K

Shared

0.00

None

87.38K

COSTCO WHOLESALE CORPORATION

SOLE

COM

Shares62.91K

TypeSH

Market value$62.69M

3.26%

Sole

37.06K

Shared

0.00

None

25.86K

ALPHABET INC

SOLE

CAP STK CL C

Shares195.98K

TypeSH

Market value$56.22M

2.93%

Sole

122.14K

Shared

0.00

None

73.84K

ELI LILLY & CO

SOLE

COM

Shares46.44K

TypeSH

Market value$42.72M

2.22%

Sole

29.60K

Shared

0.00

None

16.84K

DELL TECHNOLOGIES INC

SOLE

CL C

Shares250.22K

TypeSH

Market value$41.07M

2.14%

Sole

192.44K

Shared

0.00

None

57.78K

NU HLDGS LTD

SOLE

ORD SHS CL A

Shares2.58M

TypeSH

Market value$37.07M

1.93%

Sole

1.85M

Shared

0.00

None

724.85K

AMERICAN EXPRESS CO

SOLE

COM

Shares117.27K

TypeSH

Market value$35.47M

1.85%

Sole

82.89K

Shared

0.00

None

34.38K

WASTE MGMT INC DEL

SOLE

COM

Shares131.28K

TypeSH

Market value$30.17M

1.57%

Sole

91.77K

Shared

0.00

None

39.51K

INTUIT

SOLE

COM

Shares66.62K

TypeSH

Market value$28.80M

1.50%

Sole

43.69K

Shared

0.00

None

22.92K

INTERCONTINENTAL EXCHANGE IN

SOLE

COM

Shares181.83K

TypeSH

Market value$28.60M

1.49%

Sole

132.54K

Shared

0.00

None

49.29K

MERCADOLIBRE INC

SOLE

COM

Shares14.23K

TypeSH

Market value$24.60M

1.28%

Sole

10.63K

Shared

0.00

None

3.60K

WILLIAMS SONOMA INC

SOLE

COM

Shares133.29K

TypeSH

Market value$24.30M

1.26%

Sole

105.89K

Shared

0.00

None

27.40K

ADOBE INC

SOLE

COM

Shares93.95K

TypeSH

Market value$22.84M

1.19%

Sole

47.48K

Shared

0.00

None

46.47K

JOHNSON & JOHNSON

SOLE

COM

Shares92.48K

TypeSH

Market value$22.61M

1.18%

Sole

56.64K

Shared

0.00

None

35.84K

NEBIUS GROUP N.V.

SOLE

SHS CLASS A

Shares216.47K

TypeSH

Market value$22.46M

1.17%

Sole

166.78K

Shared

0.00

None

49.70K

MOTOROLA SOLUTIONS INC

SOLE

COM NEW

Shares50.01K

TypeSH

Market value$21.70M

1.13%

Sole

36.32K

Shared

0.00

None

13.69K

TEXAS INSTRS INC

SOLE

COM

Shares103.41K

TypeSH

Market value$20.08M

1.04%

Sole

68.70K

Shared

0.00

None

34.70K

LOWES COS INC

SOLE

COM

Shares80.97K

TypeSH

Market value$19.13M

1.00%

Sole

61.39K

Shared

0.00

None

19.57K

APPLOVIN CORP

SOLE

COM CL A

Shares45.50K

TypeSH

Market value$18.11M

0.94%

Sole

33.30K

Shared

0.00

None

12.19K

ECOLAB INC

SOLE

COM

Shares67.54K

TypeSH

Market value$17.97M

0.93%

Sole

38.09K

Shared

0.00

None

29.46K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
APPLE INCSOLE	COM	534.44K	SH	$135.64M 7.06%	359.80K	174.64K
ALPHABET INCSOLE	CAP STK CL A	333.81K	SH	$95.99M 4.99%	234.38K	99.43K
META PLATFORMS INCSOLE	CL A	159.49K	SH	$91.25M 4.75%	118.54K	40.94K
MICROSOFT CORPSOLE	COM	208.79K	SH	$77.29M 4.02%	134.83K	73.96K
NVIDIA CORPORATIONSOLE	COM	430.27K	SH	$75.04M 3.90%	302.46K	127.80K
AMAZON COM INCSOLE	COM	326.44K	SH	$67.99M 3.54%	239.06K	87.38K
COSTCO WHOLESALE CORPORATIONSOLE	COM	62.91K	SH	$62.69M 3.26%	37.06K	25.86K
ALPHABET INCSOLE	CAP STK CL C	195.98K	SH	$56.22M 2.93%	122.14K	73.84K
ELI LILLY & COSOLE	COM	46.44K	SH	$42.72M 2.22%	29.60K	16.84K
DELL TECHNOLOGIES INCSOLE	CL C	250.22K	SH	$41.07M 2.14%	192.44K	57.78K
NU HLDGS LTDSOLE	ORD SHS CL A	2.58M	SH	$37.07M 1.93%	1.85M	724.85K
AMERICAN EXPRESS COSOLE	COM	117.27K	SH	$35.47M 1.85%	82.89K	34.38K
WASTE MGMT INC DELSOLE	COM	131.28K	SH	$30.17M 1.57%	91.77K	39.51K
INTUITSOLE	COM	66.62K	SH	$28.80M 1.50%	43.69K	22.92K
INTERCONTINENTAL EXCHANGE INSOLE	COM	181.83K	SH	$28.60M 1.49%	132.54K	49.29K
MERCADOLIBRE INCSOLE	COM	14.23K	SH	$24.60M 1.28%	10.63K	3.60K
WILLIAMS SONOMA INCSOLE	COM	133.29K	SH	$24.30M 1.26%	105.89K	27.40K
ADOBE INCSOLE	COM	93.95K	SH	$22.84M 1.19%	47.48K	46.47K
JOHNSON & JOHNSONSOLE	COM	92.48K	SH	$22.61M 1.18%	56.64K	35.84K
NEBIUS GROUP N.V.SOLE	SHS CLASS A	216.47K	SH	$22.46M 1.17%	166.78K	49.70K
MOTOROLA SOLUTIONS INCSOLE	COM NEW	50.01K	SH	$21.70M 1.13%	36.32K	13.69K
TEXAS INSTRS INCSOLE	COM	103.41K	SH	$20.08M 1.04%	68.70K	34.70K
LOWES COS INCSOLE	COM	80.97K	SH	$19.13M 1.00%	61.39K	19.57K
APPLOVIN CORPSOLE	COM CL A	45.50K	SH	$18.11M 0.94%	33.30K	12.19K
ECOLAB INCSOLE	COM	67.54K	SH	$17.97M 0.93%	38.09K	29.46K

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