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Investment House LLC

CIK 1566030 · latest 13F filed 31 July 2026 · Read the filing on EDGAR

Investment House LLC reported 220 US-listed holdings worth $2.21 billion in its 13F for the quarter ended 30 June 2026, filed 31 July 2026. Its largest: Apple Inc. (6.7%), Alphabet Inc. (5.5%) and Dell Technologies Inc. (4.8%). Against the quarter before, it opened 16 positions, added to 40, trimmed 124 and sold out of 19.

Reported holdings$2.21B+15.0% on Q1 2026
Positions220-3 on Q1 2026
The largest ten40.2%of its reported holdings
Latest 13FQ2 2026filed 31 July 2026
Where the money is
Added toTrimmed
AAPL6.7%GOOGL5.5%DELL4.8%META4.1%AMZN3.8%NVDA3.7%MSFT3.4%GOOG3.0%COST2.6%NBIS2.6%LLY2.5%MOH2.0%MELIAXP206 more51.9%

The 14 largest of its 220 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $1.85 billion in 206 positions$1.85BQ3 24Q4 2024: $1.84 billion in 199 positions$1.84BQ4 24Q1 2025: $1.76 billion in 213 positions$1.76BQ1 25Q2 2025: $1.98 billion in 216 positions$1.98BQ2 25Q3 2025: $2.11 billion in 222 positions$2.11BQ3 25Q4 2025: $2.10 billion in 215 positions$2.10BQ4 25Q1 2026: $1.92 billion in 223 positions$1.92BQ1 26Q2 2026: $2.21 billion in 220 positions$2.21BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 16Added 40Held 40Trimmed 124Sold out 19
Opened: 16Added: 40Held: 40Trimmed: 124Sold out: 19

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 16

  1. SPDR S&P 500 SPY$4.7 million
  2. Delta Air Lines, Inc. DAL$3.4 million
  3. GE Vernova Inc. GEV$3.0 million
  4. S&P Global Inc.$2.6 million
  5. Moody's Corp. MCO$2.6 million
  6. Veeva Systems Inc. VEEV$2.2 million
  7. Birkenstock Holding plc BIRK$2.1 million
  8. Hewlett Packard Enterprise Co. HPE$1.8 million

and 8 more in the table below

Added to 40

  1. Booking Holdings Inc. BKNG+90,697 shares · +2377%
  2. Molina Healthcare, Inc. MOH+63,719 shares · +49%
  3. MercadoLibre, Inc. MELI+8,142 shares · +57%
  4. Progressive Corp. PGR+59,648 shares · +77%
  5. Sprouts Farmers Market, Inc. SFM+100,801 shares · +61%
  6. Amazon.com Inc. AMZN+22,012 shares · +7%
  7. Netflix Inc. NFLX+54,728 shares · +1164%
  8. HCA Healthcare, Inc. HCA+8,448 shares · +1408%

and 32 more in the table below

Trimmed 124

  1. Automatic Data Processing Inc. ADP-33,526 shares · -40%
  2. Paychex Inc. PAYX-70,407 shares · -45%
  3. Apple Inc. AAPL-22,684 shares · -4%
  4. Intel Corp. INTC-37,498 shares · -78%
  5. Mastercard Inc. MA-10,156 shares · -36%
  6. Micron Technology Inc. MU-3,325 shares · -12%
  7. Nu Holdings Ltd. NU-273,273 shares · -11%
  8. NVIDIA Corp. NVDA-17,995 shares · -4%

and 116 more in the table below

Sold out of 19

  1. Factset Research Systems Inc. FDS$11.9 million last quarter
  2. Warner Bros. Discovery, Inc. WBD$6.2 million last quarter
  3. Solventum Corp. SOLV$3.6 million last quarter
  4. Valero Energy Corp. VLO$2.0 million last quarter
  5. JD.com, Inc. JD$1.6 million last quarter
  6. S&P Global Inc. SPGI$1.6 million last quarter
  7. Vaneck ETF Trust GDXJ$971,964 last quarter
  8. Embraer S.a. EMBJ$805,481 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Apple Inc. AAPL511,759$148.1 million6.70%-22,684
Alphabet Inc. GOOGL338,423$120.9 million5.47%+4,618
Dell Technologies Inc. DELL244,395$105.4 million4.77%-5,825
Meta Platforms, Inc. META161,072$90.7 million4.10%+1,586
Amazon.com Inc. AMZN348,447$83.0 million3.76%+22,012
NVIDIA Corp. NVDA412,272$82.5 million3.73%-17,995
Microsoft Corp. MSFT201,427$75.1 million3.40%-7,362
Alphabet Inc. GOOG188,492$66.6 million3.01%-7,488
Costco Wholesale Corp. COST62,273$58.3 million2.64%-640
Yandex N V NBIS209,648$57.9 million2.62%-6,824
Eli Lilly & Co. LLY46,347$55.6 million2.51%-95
Molina Healthcare, Inc. MOH193,751$44.3 million2.00%+63,719
MercadoLibre, Inc. MELI22,371$38.0 million1.72%+8,142
American Express Co. AXP112,119$37.9 million1.72%-5,153
Nu Holdings Ltd. NU2,306,445$30.8 million1.39%-273,273
Williams Sonoma Inc. WSM132,046$30.8 million1.39%-1,249
Texas Instruments Inc. TXN103,080$30.7 million1.39%-325
Progressive Corp. PGR137,271$30.0 million1.36%+59,648
Waste Management Inc. WM130,596$29.1 million1.32%-687
Micron Technology Inc. MU23,375$27.0 million1.22%-3,325
CrowdStrike Holdings, Inc. CRWD31,415$24.0 million1.08%-495
Cummins Inc. CMI32,702$23.3 million1.05%-684
Johnson & Johnson JNJ91,185$23.2 million1.05%-1,296
Sprouts Farmers Market, Inc. SFM265,091$22.4 million1.01%+100,801
Intercontinental Exchange, Inc. ICE180,263$22.2 million1.00%-1,570
AppLovin Corp. APP42,657$22.0 million0.99%-2,840
Qualcomm Inc. QCOM118,207$21.8 million0.99%-10,759
Advanced Micro Devices Inc. AMD37,355$21.7 million0.98%-1,015
Adobe Inc. ADBE103,486$21.2 million0.96%+9,531
Motorola Solutions, Inc. MSI49,163$20.4 million0.92%-844
Ecolab Inc. ECL67,144$18.7 million0.85%-400
iShares Trust IBB96,715$18.4 million0.83%-939
Expedia Group, Inc. EXPE69,964$17.9 million0.81%-2,000
Booking Holdings Inc. BKNG94,513$16.8 million0.76%+90,697
Intuit Inc. INTU64,464$16.8 million0.76%-2,152
UnitedHealth Group Inc. UNH39,389$16.4 million0.74%-1,484
Lowe's Companies Inc. LOW72,399$16.0 million0.72%-8,567
Visa Inc. V42,224$14.5 million0.66%-6,279
SPDR Ser Trust XBI89,915$14.2 million0.64%-1,505
Union Pacific Corp. UNP51,341$14.0 million0.63%-1,275
Align Technology Inc. ALGN80,802$13.6 million0.62%-1,585
Walmart Inc. WMT117,477$13.3 million0.60%+450
Sea Limited SE134,228$12.9 million0.58%-2,970
Novartis AG NVS80,147$12.6 million0.57%-1,636
Maplebear Inc. CART265,098$12.6 million0.57%-11,225
Stryker Corp. SYK39,492$12.4 million0.56%-820
W.W. Grainger, Inc. GWW9,129$12.4 million0.56%-130
Uber Technologies, Inc. UBER171,290$12.4 million0.56%+3,405
Autodesk, Inc. ADSK62,739$12.2 million0.55%-870
Airbnb, Inc. ABNB84,012$12.0 million0.54%-1,973
AbbVie Inc. ABBV45,938$11.6 million0.52%-315
Qxo Inc. QXO666,405$11.5 million0.52%-190,563
Corning Inc. GLW44,965$11.5 million0.52%-5,050
Automatic Data Processing Inc. ADP51,211$11.5 million0.52%-33,526
Intuitive Surgical Inc. ISRG28,505$11.3 million0.51%-175
Edwards Lifesciences Corp. EW118,775$10.7 million0.49%-225
Reddit, Inc. RDDT59,983$10.4 million0.47%-1,167
Deere & Co. DE16,152$10.2 million0.46%+40
Expeditors International of Washington Inc. EXPD58,358$9.5 million0.43%+25
Mastercard Inc. MA18,326$9.4 million0.43%-10,156
Amgen Inc. AMGN25,068$9.1 million0.41%-449
Accenture plc ACN71,468$8.9 million0.40%+14,189
Church & Dwight Co. Inc. CHD91,464$8.9 million0.40%-4,775
Paychex Inc. PAYX86,341$8.5 million0.38%-70,407
Autonation, Inc. AN45,680$8.5 million0.38%+10
D.R. Horton, Inc. DHI51,246$8.3 million0.38%-2,650
Cisco Systems, Inc. CSCO69,100$8.1 million0.37%-4,350
Norfolk Southern Corp. NSC25,482$8.0 million0.36%-270
Oracle Corp. ORCL51,196$7.5 million0.34%-1,699
Merck & Co., Inc. MRK55,020$7.1 million0.32%-209
Trimble Inc. TRMB131,936$6.8 million0.31%-8,300
Builders Firstsource Inc. BLDR74,600$6.7 million0.30%-21,361
FedEx Corp. FDX20,707$6.5 million0.29%-250
Caterpillar Inc. CAT5,798$6.2 million0.28%-10
Figure Technology Solutio FIGR197,255$6.1 million0.27%-49,610
ASML Holding N.V. ASML2,989$5.9 million0.27%no change
Berkshire Hathaway Inc. Class B BRKB11,318$5.7 million0.26%+208
Charles River Laboratories International, Inc. CRL24,018$5.4 million0.25%no change
Waters Corp. WAT14,163$5.3 million0.24%+150
Bank of America Corp. BAC92,248$5.3 million0.24%-2,731
Home Depot, Inc. HD14,463$5.1 million0.23%-575
SPDR S&P 500 SPY6,292$4.7 million0.21%new
Ralph Lauren Corp. RL10,930$4.4 million0.20%-700
iShares SHV38,665$4.3 million0.19%+1,108
Netflix Inc. NFLX59,428$4.2 million0.19%+54,728
Marvell Technology, Inc. MRVL14,215$4.2 million0.19%-200
Compass Inc. COMP332,030$4.1 million0.19%+3,555
PayPal Holdings, Inc. PYPL94,451$4.1 million0.18%-2,324
International Business Machines Corp. IBM14,305$4.0 million0.18%-250
Fastenal Co. FAST77,006$3.7 million0.17%-450
Zoetis Inc. ZTS50,868$3.7 million0.17%+32,231
HCA Healthcare, Inc. HCA9,048$3.5 million0.16%+8,448
Delta Air Lines, Inc. DAL36,511$3.4 million0.15%new
Broadcom Inc. AVGO9,040$3.4 million0.15%-88
Garmin Ltd. GRMN14,225$3.4 million0.15%no change
Block, Inc. XYZ42,693$3.2 million0.15%-1,900
Toll Brothers, Inc. TOL19,581$3.2 million0.15%-18,102
GE Vernova Inc. GEV2,578$3.0 million0.14%new
Sysco Corp. SYY36,105$3.0 million0.14%+715
iShares Trust SHY36,700$3.0 million0.14%-1,575
Fiserv Inc. FISV60,855$3.0 million0.14%+29,320
Scotts Miracle-Gro Co. SMG43,615$3.0 million0.13%-6,350
Cheniere Energy Inc. LNG12,344$3.0 million0.13%-51
Invesco Exchange Traded FD T RSP13,734$2.9 million0.13%-10,375
Boeing Co. BA13,305$2.9 million0.13%-18
SLM Corp. SLM108,870$2.8 million0.13%-15,475
McDonald's Corp. MCD10,442$2.8 million0.13%no change
PepsiCo Inc. PEP20,814$2.8 million0.13%-775
S&P Global Inc.6,445$2.6 million0.12%new
Moody's Corp. MCO5,754$2.6 million0.12%new
Interactive Brokers Group, Inc. IBKR29,900$2.6 million0.12%-1,875
Medtronic plc MDT33,100$2.6 million0.12%-8,673
Corpay, Inc. CPAY7,430$2.5 million0.11%-1,770
Salesforce, Inc. CRM15,662$2.5 million0.11%+14,462
Coupang Inc. Class A CPNG137,325$2.4 million0.11%-48,025
Yum! Brands, Inc. YUM14,836$2.4 million0.11%-844
Valaris Ltd. VAL30,985$2.2 million0.10%-32,905
Veeva Systems Inc. VEEV12,555$2.2 million0.10%new
Griffon Corp. GFF22,400$2.2 million0.10%-104
Abbott Laboratories ABT23,511$2.1 million0.10%-141
Birkenstock Holding plc BIRK49,178$2.1 million0.10%new
Gilead Sciences, Inc. GILD16,397$2.1 million0.09%-200
Alpha Metallurgical Resources, Inc. AMR12,188$2.0 million0.09%-247
Duolingo, Inc. DUOL17,351$2.0 million0.09%-368
Transocean Ltd RIG403,011$2.0 million0.09%-4,814
Ferrari N.V. RACE5,200$1.9 million0.09%-4,471
JPMorgan Chase & Co. JPM5,881$1.9 million0.09%-6,266
Hewlett Packard Enterprise Co. HPE40,350$1.8 million0.08%new
Charter Communications, Inc. CHTR12,599$1.8 million0.08%new
NextEra Energy Inc. NEE19,900$1.7 million0.08%-450
BlackRock, Inc. BLK1,780$1.7 million0.08%no change
Nike, Inc. NKE38,631$1.6 million0.07%-15,800
Fedex Fght Hldg Co. Inc. Common Stock FDXF10,422$1.6 million0.07%new
Intel Corp. INTC10,839$1.5 million0.07%-37,498
Tesla, Inc. TSLA3,535$1.5 million0.07%+4
lululemon athletica Inc. LULU12,265$1.4 million0.06%+1,538
Taiwan Semiconductor Manufacturing Company Limited TSM2,861$1.4 million0.06%-6,350
Coca-Cola Co. KO16,444$1.3 million0.06%-525
Goldman Sachs Group Inc. GS1,316$1.3 million0.06%-20
Ebay Inc. EBAY11,675$1.3 million0.06%no change
Analog Devices Inc. ADI3,181$1.3 million0.06%no change
Procter & Gamble Co. PG7,888$1.2 million0.05%-1,221
TJX Companies Inc. TJX7,567$1.1 million0.05%no change
Agilent Technologies, Inc. A8,195$1.1 million0.05%+250
Trane Technologies plc TT2,200$1.1 million0.05%-200
RTX Corp. RTX5,365$1.0 million0.05%no change
VG Totl STK Vprs VTI2,642$977,6460.04%new
3M Co. MMM5,992$970,1650.04%-260
Tenet Healthcare Corp. THC4,932$922,6790.04%new
CVS Health Corp. CVS8,888$919,4610.04%+923
Vanguard Growth ETF VUG10,618$914,6350.04%new
Colgate-Palmolive Co. CL9,523$873,0740.04%+13
AT&T Inc. T41,630$861,7380.04%-5,120
iShares Trust IHF15,570$861,4880.04%+513
WEC Energy Group, Inc. WEC7,300$852,4210.04%no change
Donaldson Co. Inc. DCI9,400$843,8380.04%no change
iShares Trust LQD7,594$828,2780.04%no change
SPDR Gold Trust GLD2,168$798,6480.04%+80
Aecom ACM11,400$795,7200.04%-7,821
IDEXX Laboratories Inc. IDXX1,510$794,9240.04%no change
Klarna Group PLC KLAR38,850$786,3240.04%-35,175
Take-Two Interactive Software, Inc. TTWO3,059$764,6890.03%+118
Applied Materials Inc. AMAT1,050$759,1500.03%no change
Bristol-Myers Squibb Co. BMY12,997$748,8870.03%-1,000
Ulta Beauty, Inc. ULTA1,650$744,1170.03%-245
Starbucks Corp. SBUX6,800$694,8920.03%+150
Vaneck ETF Trust OIH1,837$683,4190.03%+74
Thermo Fisher Scientific Inc. TMO1,360$681,8500.03%-293
Shopify Inc. SHOP5,640$643,9750.03%no change
XP Inc. XP38,625$628,0430.03%-54,495
American Electric Power Co. Inc. AEP4,566$624,6740.03%no change
Invesco Exchange Traded FD T PBE6,880$616,7820.03%-1,700
Lennar Corp. LEN6,669$603,4780.03%-20
Select Sector SPDR Trust XLU13,200$598,4880.03%-7,400
Quest Diagnostics Inc. DGX2,503$530,5110.02%no change
Sherwin Williams Co. SHW1,500$516,4800.02%no change
Palo Alto Networks Inc. PANW1,485$506,4150.02%-925
Lam Research Corp. LRCX1,151$498,7630.02%no change
Select Sector SPDR Trust XLE9,238$490,6300.02%new
Walt Disney Co. DIS4,717$454,0110.02%-870
Illinois Tool Works Inc. ITW1,675$453,0370.02%no change
Louisiana-Pacific Corp. LPX5,750$452,2950.02%-1,109
Pfizer Inc. PFE18,005$433,5600.02%-1,798
Verizon Communications Inc. VZ10,123$428,6080.02%-894
Emerson Electric Co. EMR2,850$407,9780.02%no change
Target Corp. TGT3,013$393,5620.02%+113
Southern Co. SO4,100$392,4110.02%-358
U.S. Bancorp USB6,225$375,9900.02%+200
Electronic Arts Inc EA1,810$371,1220.02%-225
Crocs, Inc. CROX3,040$366,7460.02%-250
Edison International EIX4,846$360,7850.02%-5,482
Morgan Stanley MS1,700$355,3680.02%no change
Global Payments Inc. GPN4,830$350,4650.02%+1,125
Vaneck ETF Trust SMH521$341,7190.02%new
Vanguard World FD VPU1,700$332,7410.02%no change
Regeneron Pharmaceuticals, Inc. REGN525$327,3590.01%no change
M&T Bank Corp. MTB1,350$321,3140.01%no change
Comcast Corp. CMCSA13,010$319,3940.01%-13,066
Altria Group, Inc. MO4,117$296,2290.01%+1,002
United Parcel Service Inc. UPS2,750$295,6250.01%+75
Kenvue Inc. KVUE15,447$295,1920.01%-137
Linde plc LIN566$293,7200.01%no change
Evercore Inc. EVR850$290,2240.01%no change
Johnson Controls International plc JCI1,917$280,0930.01%-83
ConocoPhillips COP2,675$278,0930.01%no change
Heico Corp. New HEI775$276,0470.01%no change
Philip Morris International Inc. PM1,519$274,8500.01%new
Brady Corp. BRC3,000$274,7100.01%no change
East West Bancorp Inc. EWBC2,050$264,6350.01%-200
McKesson Corp. MCK350$264,4740.01%no change
RPM International Inc. RPM2,375$263,9810.01%+100
Biogen Inc. BIIB1,155$249,5490.01%no change
SPDR Blmbg Barclays Convert Secs ETF CWB2,285$246,3690.01%no change
Charles Schwab Corp. SCHW2,615$241,2860.01%no change
Vanguard Specialized Funds VIG971$229,7580.01%no change
FS KKR Cap Corp. FSK17,237$180,9890.01%no change
Profesionally Managed Portfo WAGN12,414$170,8170.01%+443
DXC Technology Co. DXC15,002$132,7680.01%+2
Eyenovia Inc. HYPD17,300$54,3220.00%-34,575
Allogene Therapeutics Inc. ALLO16,529$34,3800.00%no change
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 19 it sold out of are in the box above.