INVESTMENT HOUSE LLC Diversified Active

Location: Redondo Beach, CA

CIK: 0001566030 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 31, 2022

Total Value: $1.071B (100.0% shares, 0.0% debt)

Holdings (175)

AAPL APPLE INC 9.2%
Value $98.12M Shares 709,999 Est. Cost $84.26 Unrealized +83.1%
MSFT MICROSOFT CORP 4.4%
Value $46.98M Shares 201,704 Est. Cost $34.40 Unrealized +646.7%
INTU INTUIT 3.9%
Value $42.1M Shares 108,699 Est. Cost $54.39 Unrealized +677.1%
SPY SPDR S&P 500 ETF TR 3.9%
Value $41.47M Shares 116,117 Est. Cost $372.24 Unrealized
ALPHABET INC 3.1%
Value $33.12M Shares 346,279 Est. Cost $213.51 Unrealized
COST COSTCO WHSL CORP NEW 3.1%
Value $32.85M Shares 69,551 Est. Cost $88.89 Unrealized +460.3%
AMZN AMAZON COM INC 3.0%
Value $32.44M Shares 287,080 Est. Cost $121.24 Unrealized +4.3%
GOOG ALPHABET INC 2.9%
Value $31.02M Shares 322,639 Est. Cost $107.39 Unrealized +3.2%
ADBE ADOBE INC 2.6%
Value $27.74M Shares 100,787 Est. Cost $53.60 Unrealized +605.9%
ACN ACCENTURE PLC IRELAND 2.3%
Value $24.99M Shares 97,118 Est. Cost $68.87 Unrealized +298.9%
META FACEBOOK INC 2.3%
Value $24.74M Shares 182,362 Est. Cost $50.28 Unrealized +220.1%
WM WASTE MGMT INC DEL 2.0%
Value $21.45M Shares 133,913 Est. Cost $61.42 Unrealized +154.8%
TXN TEXAS INSTRS INC 1.8%
Value $19.38M Shares 125,180 Est. Cost $43.22 Unrealized +250.9%
PAYX PAYCHEX INC 1.8%
Value $19.29M Shares 171,909 Est. Cost $43.40 Unrealized +158.3%
ADP AUTOMATIC DATA PROCESSING IN 1.7%
Value $18.45M Shares 81,570 Est. Cost $74.45 Unrealized +194.3%
MSI MOTOROLA SOLUTIONS INC 1.6%
Value $17.17M Shares 76,672 Est. Cost $187.38 Unrealized +21.1%
LLY LILLY ELI & CO 1.6%
Value $16.89M Shares 52,228 Est. Cost $103.32 Unrealized +198.2%
QCOM QUALCOMM INC 1.5%
Value $16.5M Shares 146,043 Est. Cost $60.32 Unrealized +110.6%
CRL CHARLES RIV LABS INTL INC 1.5%
Value $16.16M Shares 82,104 Est. Cost $68.57 Unrealized +214.8%
ICE INTERCONTINENTAL EXCHANGE IN 1.5%
Value $15.97M Shares 176,731 Est. Cost $49.13 Unrealized +95.0%
UPS UNITED PARCEL SERVICE INC 1.4%
Value $15.09M Shares 93,381 Est. Cost $113.21 Unrealized +41.8%
JNJ JOHNSON & JOHNSON 1.4%
Value $14.7M Shares 89,954 Est. Cost $78.92 Unrealized +93.7%
EW EDWARDS LIFESCIENCES CORP 1.4%
Value $14.56M Shares 176,270 Est. Cost $67.83 Unrealized +41.9%
PYPL PAYPAL HLDGS INC 1.3%
Value $14.14M Shares 164,278 Est. Cost $40.47 Unrealized +118.6%
ZTS ZOETIS INC 1.3%
Value $13.73M Shares 92,567 Est. Cost $80.57 Unrealized +100.4%
CHD CHURCH & DWIGHT INC 1.2%
Value $12.54M Shares 175,482 Est. Cost $35.04 Unrealized +136.4%
ADSK AUTODESK INC 1.0%
Value $11.17M Shares 59,804 Est. Cost $82.07 Unrealized +146.2%
ECL ECOLAB INC 1.0%
Value $10.66M Shares 73,794 Est. Cost $74.56 Unrealized +109.3%
GLW CORNING INC 1.0%
Value $10.61M Shares 365,528 Est. Cost $25.58 Unrealized +20.2%
ABBV ABBVIE INC 1.0%
Value $10.32M Shares 76,934 Est. Cost $33.87 Unrealized +275.3%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 1.0%
Value $10.3M Shares 94,478 Est. Cost $146.06 Unrealized -15.0%
IBB ISHARES TR 1.0%
Value $10.28M Shares 87,884 Est. Cost $122.04 Unrealized
MRK MERCK & CO. INC 1.0%
Value $10.27M Shares 119,289 Est. Cost $55.40 Unrealized +45.2%
AMGN AMGEN INC 0.9%
Value $9.93M Shares 44,054 Est. Cost $109.93 Unrealized +98.2%
DHR DANAHER CORPORATION 0.9%
Value $9.572M Shares 37,061 Est. Cost $206.69 Unrealized +16.4%
TRMB TRIMBLE INC 0.9%
Value $9.472M Shares 174,536 Est. Cost $27.63 Unrealized +128.9%
NVDA NVIDIA CORP 0.9%
Value $9.422M Shares 77,620 Est. Cost $17.08 Unrealized -7.6%
TMO THERMO FISHER SCIENTIFIC INC 0.9%
Value $9.301M Shares 18,338 Est. Cost $552.40 Unrealized +0.3%
UNP UNION PAC CORP 0.8%
Value $8.918M Shares 45,776 Est. Cost $126.37 Unrealized +61.6%
CSCO CISCO SYS INC 0.8%
Value $8.43M Shares 210,755 Est. Cost $35.33 Unrealized +13.4%
SYK STRYKER CORP 0.8%
Value $8.101M Shares 39,997 Est. Cost $60.84 Unrealized +233.7%
GWW GRAINGER W W INC 0.7%
Value $7.674M Shares 15,687 Est. Cost $223.14 Unrealized +128.6%
FDX FEDEX CORP 0.7%
Value $7.529M Shares 50,713 Est. Cost $159.96 Unrealized +22.4%
NKE NIKE INC 0.6%
Value $6.915M Shares 83,191 Est. Cost $41.12 Unrealized +147.0%
V VISA INC 0.6%
Value $6.823M Shares 38,406 Est. Cost $96.41 Unrealized +105.7%
IWF ISHARES TR 0.6%
Value $6.812M Shares 32,378 Est. Cost $210.39 Unrealized
NVS NOVARTIS A G 0.6%
Value $6.709M Shares 88,267 Est. Cost $77.08 Unrealized
FAST FASTENAL CO 0.6%
Value $6.455M Shares 140,195 Est. Cost $25.46 Unrealized -8.9%
HPQ HP INC 0.6%
Value $6.207M Shares 249,071 Est. Cost $20.92 Unrealized +29.1%
CRWD CROWDSTRIKE HLDGS INC 0.6%
Value $6.155M Shares 37,345 Est. Cost $67.77 Unrealized +169.9%
NSC NORFOLK SOUTHERN CORP 0.6%
Value $6.129M Shares 29,233 Est. Cost $59.45 Unrealized +274.8%
PEP PEPSICO INC 0.5%
Value $5.704M Shares 34,936 Est. Cost $57.90 Unrealized +166.7%
HD HOME DEPOT INC 0.5%
Value $5.599M Shares 20,290 Est. Cost $86.43 Unrealized +213.2%
WAT WATERS CORP 0.5%
Value $5.572M Shares 20,673 Est. Cost $99.69 Unrealized +220.2%
ISRG INTUITIVE SURGICAL INC 0.5%
Value $5.38M Shares 28,705 Est. Cost $262.95 Unrealized -18.3%
CVS CVS HEALTH CORP 0.5%
Value $5.114M Shares 53,618 Est. Cost $65.52 Unrealized +33.8%
MA MASTERCARD INC 0.5%
Value $5.039M Shares 17,722 Est. Cost $142.30 Unrealized +128.5%
UNH UNITEDHEALTH GROUP INC 0.5%
Value $4.823M Shares 9,550 Est. Cost $51.40 Unrealized +863.2%
CMI CUMMINS INC 0.4%
Value $4.634M Shares 22,772 Est. Cost $108.08 Unrealized +81.5%
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value $4.604M Shares 64,765 Est. Cost $50.60 Unrealized +23.1%
SMG SCOTTS MIRACLE GRO CO 0.4%
Value $4.583M Shares 107,212 Est. Cost $38.52 Unrealized +59.7%
WMT WALMART INC 0.4%
Value $4.441M Shares 34,242 Est. Cost $37.68 Unrealized +11.5%
MDLZ MONDELEZ INTL INC 0.4%
Value $4.108M Shares 74,915 Est. Cost $57.12 Unrealized -0.9%
VTV VANGUARD INDEX FDS 0.4%
Value $3.98M Shares 32,230 Est. Cost $123.49 Unrealized
ORCL ORACLE CORP 0.4%
Value $3.916M Shares 64,127 Est. Cost $35.51 Unrealized +97.6%
STZ CONSTELLATION BRANDS INC 0.3%
Value $3.725M Shares 16,217 Est. Cost $196.97 Unrealized +16.5%
XYZ SQUARE INC 0.3%
Value $3.59M Shares 65,291 Est. Cost $12.45 Unrealized +468.5%
ABT ABBOTT LABS 0.3%
Value $3.341M Shares 34,524 Est. Cost $37.08 Unrealized +169.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value $3.255M Shares 12,189 Est. Cost $250.64 Unrealized +13.5%
SYY SYSCO CORP 0.3%
Value $3.216M Shares 45,485 Est. Cost $26.05 Unrealized +190.7%
LOW LOWES COS INC 0.3%
Value $3.111M Shares 16,565 Est. Cost $190.89 Unrealized -4.5%
PFE PFIZER INC 0.3%
Value $2.741M Shares 62,641 Est. Cost $19.57 Unrealized +106.5%
ADI ANALOG DEVICES INC 0.3%
Value $2.734M Shares 19,618 Est. Cost $149.36 Unrealized -0.3%
SPXL DIREXION SHS ETF TR 0.3%
Value $2.679M Shares 50,000 Est. Cost $53.58 Unrealized
MDT MEDTRONIC PLC 0.2%
Value $2.626M Shares 32,525 Est. Cost $70.86 Unrealized +14.0%
BKNG BOOKING HLDGS INC 0.2%
Value $2.544M Shares 1,548 Est. Cost $1910.26 Unrealized -3.2%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.2%
Value $2.299M Shares 25,315 Est. Cost $120.89 Unrealized -14.1%
MMM 3M CO 0.2%
Value $2.266M Shares 20,505 Est. Cost $82.77 Unrealized +16.5%
IWM ISHARES TR 0.2%
Value $2.177M Shares 13,199 Est. Cost $164.94 Unrealized
LINDE PLC 0.2%
Value $2.017M Shares 7,480 Est. Cost $283.35 Unrealized
VYM VANGUARD WHITEHALL FDS 0.2%
Value $2.014M Shares 21,230 Est. Cost $94.87 Unrealized
YUM YUM BRANDS INC 0.2%
Value $1.981M Shares 18,630 Est. Cost $40.57 Unrealized +168.1%
SPTL SPDR SER TR 0.2%
Value $1.933M Shares 65,215 Est. Cost $29.64 Unrealized
CRM SALESFORCE COM INC 0.2%
Value $1.72M Shares 11,955 Est. Cost $204.26 Unrealized -18.0%
TSLA TESLA INC 0.1%
Value $1.556M Shares 5,865 Est. Cost $228.65 Unrealized +22.1%
NEE NEXTERA ENERGY INC 0.1%
Value $1.537M Shares 19,600 Est. Cost $52.87 Unrealized +45.9%
TTD THE TRADE DESK INC 0.1%
Value $1.471M Shares 24,625 Est. Cost $60.19 Unrealized -5.5%
MCD MCDONALDS CORP 0.1%
Value $1.448M Shares 6,275 Est. Cost $75.73 Unrealized +212.0%
TOL TOLL BROTHERS INC 0.1%
Value $1.386M Shares 32,990 Est. Cost $41.14 Unrealized +12.7%
BLACKROCK INC 0.1%
Value $1.359M Shares 2,470 Est. Cost $477.93 Unrealized
MARVELL TECHNOLOGY GROUP LTD 0.1%
Value $1.348M Shares 31,420 Est. Cost $53.46 Unrealized
KO COCA COLA CO 0.1%
Value $1.304M Shares 23,275 Est. Cost $28.35 Unrealized +97.7%
A AGILENT TECHNOLOGIES INC 0.1%
Value $1.242M Shares 10,215 Est. Cost $39.04 Unrealized +221.3%
EDV VANGUARD WORLD FD 0.1%
Value $1.187M Shares 13,693 Est. Cost $86.69 Unrealized
ACM AECOM 0.1%
Value $1.166M Shares 17,050 Est. Cost $33.14 Unrealized +107.0%
PG PROCTER & GAMBLE CO 0.1%
Value $1.158M Shares 9,170 Est. Cost $55.00 Unrealized +137.4%
GILD GILEAD SCIENCES INC 0.1%
Value $1.141M Shares 18,497 Est. Cost $39.60 Unrealized +40.9%
AXP AMERICAN EXPRESS CO 0.1%
Value $991K Shares 7,345 Est. Cost $80.30 Unrealized +80.5%
BIIB BIOGEN INC 0.1%
Value $977K Shares 3,660 Est. Cost $220.98 Unrealized -3.9%
DHI D R HORTON INC 0.1%
Value $976K Shares 14,489 Est. Cost $57.39 Unrealized +24.0%
CAT CATERPILLAR INC DEL 0.1%
Value $975K Shares 5,940 Est. Cost $98.13 Unrealized +75.5%
DOW DOW INC 0.1%
Value $900K Shares 20,487 Est. Cost $41.46 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $898K Shares 7,555 Est. Cost $112.86 Unrealized +2.5%
CITRIX SYS INC 0.1%
Value $891K Shares 8,575 Est. Cost $60.36 Unrealized
LQD ISHARES TR 0.1%
Value $886K Shares 8,650 Est. Cost $124.61 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value $882K Shares 10,769 Est. Cost $73.89 Unrealized +13.5%
MELI MERCADOLIBRE INC 0.1%
Value $858K Shares 1,037 Est. Cost $1144.01 Unrealized -24.9%
WHR WHIRLPOOL CORP 0.1%
Value $847K Shares 6,282 Est. Cost $127.31 Unrealized +25.1%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value $819K Shares 545 Est. Cost $31.00 Unrealized 0.0%
DIS DISNEY WALT CO 0.1%
Value $814K Shares 8,633 Est. Cost $118.60 Unrealized -11.8%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value $813K Shares 2 Est. Cost $428128.38 Unrealized 0.0%
LEN LENNAR CORP 0.1%
Value $804K Shares 10,789 Est. Cost $73.51 Unrealized +0.7%
REGN REGENERON PHARMACEUTICALS 0.1%
Value $803K Shares 1,165 Est. Cost $353.04 Unrealized +77.3%
CLX CLOROX CO DEL 0.1%
Value $799K Shares 6,220 Est. Cost $123.35 Unrealized +4.5%
BAX BAXTER INTL INC 0.1%
Value $793K Shares 14,726 Est. Cost $36.82 Unrealized +50.2%
INTC INTEL CORP 0.1%
Value $760K Shares 29,484 Est. Cost $23.92 Unrealized +35.1%
AGG ISHARES TR 0.1%
Value $748K Shares 7,768 Est. Cost $106.60 Unrealized
TJX TJX COS INC NEW 0.1%
Value $743K Shares 11,962 Est. Cost $48.86 Unrealized +22.6%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value $733K Shares 19,316 Est. Cost $37.07 Unrealized -3.5%
SBUX STARBUCKS CORP 0.1%
Value $699K Shares 8,290 Est. Cost $39.90 Unrealized +96.4%
AZEK CO INC 0.1%
Value $680K Shares 40,925 Est. Cost $22.58 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value $677K Shares 9,635 Est. Cost $44.97 Unrealized +61.1%
HSIC HENRY SCHEIN INC 0.1%
Value $664K Shares 10,097 Est. Cost $54.85 Unrealized +35.4%
WEC WEC ENERGY GROUP INC 0.1%
Value $653K Shares 7,300 Est. Cost $35.60 Unrealized +154.9%
XHB SPDR SER TR 0.1%
Value $652K Shares 11,921 Est. Cost $54.68 Unrealized
EA ELECTRONIC ARTS INC 0.1%
Value $617K Shares 5,335 Est. Cost $94.84 Unrealized +30.9%
XPO XPO LOGISTICS INC 0.1%
Value $598K Shares 13,433 Est. Cost $28.89 Unrealized +7.8%
JPM JPMORGAN CHASE & CO 0.1%
Value $540K Shares 5,170 Est. Cost $93.88 Unrealized +12.5%
GLD SPDR GOLD TRUST 0.1%
Value $537K Shares 3,475 Est. Cost $154.53 Unrealized
CONOCO PHILLIPS 0.0%
Value $534K Shares 5,217 Est. Cost $102.36 Unrealized
IDXX IDEXX LABS INC 0.0%
Value $521K Shares 1,600 Est. Cost $158.12 Unrealized +132.3%
USFR WISDOMTREE TR 0.0%
Value $517K Shares 10,280 Est. Cost $50.29 Unrealized
DE DEERE & CO 0.0%
Value $514K Shares 1,540 Est. Cost $178.56 Unrealized +82.9%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value $493K Shares 5,700 Est. Cost $30.43 Unrealized +186.3%
DCI DONALDSON INC 0.0%
Value $485K Shares 9,900 Est. Cost $29.49 Unrealized +67.5%
UBER UBER TECHNOLOGIES INC 0.0%
Value $483K Shares 18,215 Est. Cost $33.69 Unrealized -18.0%
EBAY EBAY INC 0.0%
Value $466K Shares 12,650 Est. Cost $25.77 Unrealized +61.8%
AVGO BROADCOM INC 0.0%
Value $466K Shares 1,050 Est. Cost $25.36 Unrealized +89.6%
MCK MCKESSON CORP 0.0%
Value $459K Shares 1,350 Est. Cost $101.46 Unrealized +236.4%
XOM EXXON MOBIL CORP 0.0%
Value $438K Shares 5,020 Est. Cost $81.36 Unrealized 0.0%
TGT TARGET CORP 0.0%
Value $430K Shares 2,900 Est. Cost $79.72 Unrealized +79.3%
XLU SELECT SECTOR SPDR TR 0.0%
Value $405K Shares 6,175 Est. Cost $65.59 Unrealized
BAC BK OF AMERICA CORP 0.0%
Value $383K Shares 12,681 Est. Cost $31.80 Unrealized -3.8%
D DOMINION ENERGY INC 0.0%
Value $379K Shares 5,484 Est. Cost $35.36 Unrealized +93.3%
SHY ISHARES TR 0.0%
Value $367K Shares 4,524 Est. Cost $83.94 Unrealized
BIOHAVEN PHARMACTL HLDG CO L 0.0%
Value $367K Shares 2,425 Est. Cost $73.05 Unrealized
BCO BRINKS CO 0.0%
Value $357K Shares 7,375 Est. Cost $66.36 Unrealized -19.4%
TT TRANE TECHNOLOGIES PLC 0.0%
Value $348K Shares 2,400 Est. Cost $80.66 Unrealized +78.1%
EIX EDISON INTL 0.0%
Value $342K Shares 6,051 Est. Cost $30.71 Unrealized +84.6%
DGX QUEST DIAGNOSTICS INC 0.0%
Value $325K Shares 2,650 Est. Cost $78.45 Unrealized +57.2%
PBE INVESCO EXCHANGE TRADED FD T 0.0%
Value $318K Shares 5,400 Est. Cost $48.92 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value $318K Shares 1,085 Est. Cost $159.66 Unrealized +86.0%
PFF ISHARES TR 0.0%
Value $313K Shares 9,894 Est. Cost $38.55 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value $307K Shares 1,500 Est. Cost $209.78 Unrealized +9.5%
GRMN GARMIN LTD 0.0%
Value $301K Shares 3,750 Est. Cost $41.41 Unrealized +111.7%
SO SOUTHERN CO 0.0%
Value $300K Shares 4,408 Est. Cost $37.67 Unrealized +77.7%
SHOP SHOPIFY INC 0.0%
Value $293K Shares 10,875 Est. Cost $43.19 Unrealized -21.2%
ITW ILLINOIS TOOL WKS INC 0.0%
Value $289K Shares 1,600 Est. Cost $55.31 Unrealized +228.5%
FRPT FRESHPET INC 0.0%
Value $276K Shares 5,511 Est. Cost $31.02 Unrealized +52.0%
PAA PLAINS ALL AMERN PIPELINE L 0.0%
Value $276K Shares 26,219 Est. Cost $10.53 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value $271K Shares 7,629 Est. Cost $37.60 Unrealized 0.0%
SEIC SEI INVESTMENTS CO 0.0%
Value $266K Shares 5,432 Est. Cost $48.36 Unrealized +7.8%
USB US BANCORP DEL 0.0%
Value $266K Shares 6,600 Est. Cost $27.94 Unrealized +40.4%
FSK FS KKR CAPITAL CORP 0.0%
Value $261K Shares 15,369 Est. Cost $11.15 Unrealized +11.8%
DG DOLLAR GEN CORP NEW 0.0%
Value $252K Shares 1,050 Est. Cost $198.87 Unrealized +16.7%
HON HONEYWELL INTL INC 0.0%
Value $250K Shares 1,500 Est. Cost $115.64 Unrealized +40.2%
OMC OMNICOM GROUP INC 0.0%
Value $221K Shares 3,500 Est. Cost $70.18 Unrealized -14.1%
STPZ PIMCO ETF TR 0.0%
Value $216K Shares 4,376 Est. Cost $55.18 Unrealized
RPM RPM INTL INC 0.0%
Value $210K Shares 2,525 Est. Cost $88.84 Unrealized 0.0%
GXO GXO LOGISTICS INCORPORATED 0.0%
Value $210K Shares 5,980 Est. Cost $75.70 Unrealized -41.7%
INDAPTUS THERAPEUTICS INC 0.0%
Value $207K Shares 95,629 Est. Cost $6.27 Unrealized
SPDR GOLD TRUST 0.0%
Value $201K Shares 300 Est. Cost $670.00 Unrealized
WESTERN ASSET GLOBAL CP DEFI 0.0%
Value $134K Shares 12,007 Est. Cost $17.07 Unrealized
UMC UNITED MICROELECTRONICS CORP 0.0%
Value $67,000 Shares 12,100 Est. Cost $6.78 Unrealized
DESKTOP METAL INC 0.0%
Value $60,000 Shares 23,025 Est. Cost $2.21 Unrealized