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What Investment House Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.9BPositions
223Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 135.6M | 7.1% | 534.4K | 309.35 | +36.9% |
| GOOGL Alphabet Inc. | 96.0M | 5.0% | 333.8K | 344.82 | +73.0% |
| META Meta Platforms, Inc. | 91.2M | 4.7% | 159.5K | 549.90 | -26.5% |
| MSFT MICROSOFT CORP | 77.3M | 4.0% | 208.8K | 483.24 | -4.4% |
| NVDA NVIDIA CORP | 75.0M | 3.9% | 430.3K | 214.72 | +22.4% |
| AMZN AMAZON COM INC | 68.0M | 3.5% | 326.4K | 258.63 | +15.6% |
| COST COSTCO WHOLESALE CORP /NEW | 62.7M | 3.3% | 62.9K | 947.74 | -4.7% |
| GOOG Alphabet Inc. | 56.2M | 2.9% | 196.0K | 341.75 | +70.7% |
| LLY ELI LILLY & Co | 42.7M | 2.2% | 46.4K | 1,255.40 | +78.0% |
| DELL Dell Technologies Inc. | 41.1M | 2.1% | 250.2K | 442.08 | +244.1% |
| NU Nu Holdings Ltd. | 37.1M | 1.9% | 2.6M | 14.58 | +7.0% |
| AXP AMERICAN EXPRESS CO | 35.5M | 1.8% | 117.3K | 336.00 | +8.9% |
| WM WASTE MANAGEMENT INC | 30.2M | 1.6% | 131.3K | 224.06 | -2.6% |
| INTU INTUIT INC. | 28.8M | 1.5% | 66.6K | 367.00 | -47.5% |
| ICE Intercontinental Exchange, Inc. | 28.6M | 1.5% | 181.8K | 161.25 | -11.1% |
| MELI MERCADOLIBRE INC | 24.6M | 1.3% | 14.2K | 1,922.73 | -17.7% |
| WSM WILLIAMS SONOMA INC | 24.3M | 1.3% | 133.3K | 237.58 | +19.2% |
| ADBE ADOBE INC. | 22.8M | 1.2% | 94.0K | 275.30 | -22.1% |
| JNJ JOHNSON & JOHNSON | 22.6M | 1.2% | 92.5K | 270.24 | +51.1% |
| NBIS Nebius Group N.V. | 22.5M | 1.2% | 216.5K | 219.13 | +224.8% |
| MSI Motorola Solutions, Inc. | 21.7M | 1.1% | 50.0K | 480.47 | +4.0% |
| TXN TEXAS INSTRUMENTS INC | 20.1M | 1.0% | 103.4K | 264.36 | +31.7% |
| LOW LOWES COMPANIES INC | 19.1M | 1.0% | 81.0K | 216.09 | -16.0% |
| APP AppLovin Corp | 18.1M | 0.9% | 45.5K | 305.77 | -25.9% |
| ECL ECOLAB INC. | 18.0M | 0.9% | 67.5K | 281.63 | -1.3% |
| CMI CUMMINS INC | 18.0M | 0.9% | 33.4K | 587.68 | +48.3% |
| MOH MOLINA HEALTHCARE, INC. | 17.3M | 0.9% | 130.0K | 200.29 | +15.4% |
| ADP AUTOMATIC DATA PROCESSING INC | 17.2M | 0.9% | 84.7K | 280.81 | -9.1% |
| QXO QXO, Inc. | 16.6M | 0.9% | 857.0K | 13.76 | -28.6% |
| EXPE Expedia Group, Inc. | 16.6M | 0.9% | 72.0K | 321.63 | +56.4% |
| QCOM QUALCOMM INC/DE | 16.6M | 0.9% | 129.0K | 160.75 | +3.4% |
| IBB iShares Biotechnology ETF | 16.5M | 0.9% | 97.7K | 213.56 | +54.3% |
| BKNG Booking Holdings Inc. | 16.1M | 0.8% | 3.8K | 209.62 | -7.1% |
| PGR PROGRESSIVE CORP/OH/ | 15.4M | 0.8% | 77.6K | 219.28 | -13.2% |
| ADSK Autodesk, Inc. | 15.2M | 0.8% | 63.6K | 253.82 | -12.1% |
| V VISA INC. | 14.7M | 0.8% | 48.5K | 371.04 | +7.9% |
| WMT Walmart Inc. | 14.5M | 0.8% | 117.0K | 103.70 | +1.1% |
| PAYX PAYCHEX INC | 14.4M | 0.8% | 156.7K | 124.47 | -10.4% |
| MA Mastercard Inc | 14.2M | 0.7% | 28.5K | 580.63 | -2.0% |
| ALGN ALIGN TECHNOLOGY INC | 14.1M | 0.7% | 82.4K | 162.55 | +13.2% |
| SYK STRYKER CORP | 13.2M | 0.7% | 40.3K | 329.45 | -15.9% |
| ISRG INTUITIVE SURGICAL INC | 13.2M | 0.7% | 28.7K | 378.81 | -21.2% |
| UNP UNION PACIFIC CORP | 12.8M | 0.7% | 52.6K | 308.05 | +36.5% |
| SFM Sprouts Farmers Market, Inc. | 12.7M | 0.7% | 164.3K | 81.08 | -46.3% |
| NVS NOVARTIS AG | 12.5M | 0.7% | 81.8K | 158.86 | +24.8% |
| CRWD CrowdStrike Holdings, Inc. | 12.5M | 0.6% | 31.9K | 191.95 | +83.2% |
| UBER Uber Technologies, Inc | 12.1M | 0.6% | 167.9K | 78.80 | -15.9% |
| FDS FACTSET RESEARCH SYSTEMS INC | 11.9M | 0.6% | 54.8K | 299.91 | -22.6% |
| XBI State Street SPDR S&P Biotech ETF | 11.7M | 0.6% | 91.4K | 165.73 | +85.8% |
| SE Sea Ltd | 11.4M | 0.6% | 137.2K | 117.53 | -34.2% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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