Q2 2026 13F · SEC CIK 1566030

Investment House LLC

Wealth managerFiled 2026-07-31 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.2B
Reported positions: 220
Top holdings a year, 3 yrs: +21.9%
Assets under management: $2.5B

Investment House LLC is a wealth manager that reported 220 positions worth $2.2B in its Q2 2026 13F, filed 2026-07-31. Its largest holdings were Apple Inc (AAPL, 6.7%), Alphabet Inc (GOOGL, 5.5%), Dell Technologies Inc (DELL, 4.8%). A portfolio copying its top holdings returned 21.9% a year over the last 3 years, against 20.4% for the S&P 500.

Investment House LLC holdings largest 50 of 220 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Investment House LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	6.7%	7.1%	511,759	-4.2%	$148.1M
GOOGLAlphabet Inc	5.5%	5.0%	338,423	+1.4%	$120.9M
DELLDell Technologies Inc	4.8%	2.1%	244,395	-2.3%	$105.4M
METAMeta Platforms Inc Class A	4.1%	4.7%	161,072	+1.0%	$90.7M
AMZNAmazon Com Inc Com	3.8%	3.5%	348,447	+6.7%	$83.0M
NVDANvidia Corporation Com	3.7%	3.9%	412,272	-4.2%	$82.5M
MSFTMicrosoft Corp	3.4%	4.0%	201,427	-3.5%	$75.1M
GOOGAlphabet Inc	3.0%	2.9%	188,492	-3.8%	$66.6M
COSTCostco Whsl Corp New	2.6%	3.3%	62,273	-1.0%	$58.3M
NBISNebius Group N.v. Shs Class A	2.6%	1.2%	209,648	-3.2%	$57.9M
LLYLilly Eli & Co	2.5%	2.2%	46,347	-0.2%	$55.6M
MOHMolina Healthcare Inc	2.0%	0.9%	193,751	+49.0%	$44.3M
MELIMercadolibre Inc	1.7%	1.3%	22,371	+57.2%	$38.0M
AXPAmerican Express Co Com	1.7%	1.8%	112,119	-4.4%	$37.9M
NUNu Hldgs Ltd	1.4%	1.9%	2,306,445	-10.6%	$30.8M
WSMWilliams Sonoma Inc	1.4%	1.3%	132,046	-0.9%	$30.8M
TXNTexas Instruments Inc	1.4%	1.0%	103,080	-0.3%	$30.7M
PGRProgressive Corp.	1.4%	0.8%	137,271	+76.8%	$30.0M
WMWaste Mgmt Inc Del	1.3%	1.6%	130,596	-0.5%	$29.1M
MUMicron Technology Inc	1.2%	—	23,375	—	$27.0M
CRWDCrowdstrike Hldgs Inc Class A	1.1%	0.6%	31,415	-1.6%	$24.0M
CMICummins Inc	1.1%	0.9%	32,702	-2.0%	$23.3M
JNJJohnson & Johnson	1.0%	1.2%	91,185	-1.4%	$23.2M
SFMSprouts Fmrs Mkt Inc	1.0%	0.7%	265,091	+61.4%	$22.4M
ICEIntercontinental Exchange in	1.0%	1.5%	180,263	-0.9%	$22.2M
APPApplovin Corp	1.0%	0.9%	42,657	-6.2%	$22.0M
QCOMQualcomm Inc	1.0%	0.9%	118,207	-8.3%	$21.8M
AMDAdvanced Micro Devices Inc	1.0%	—	37,355	—	$21.7M
ADBEAdobe Inc	1.0%	1.2%	103,486	+10.1%	$21.2M
MSIMotorola Solutions Inc	0.9%	1.1%	49,163	-1.7%	$20.4M
ECLEcolab Inc	0.8%	0.9%	67,144	-0.6%	$18.7M
IBBIshares Tr	0.8%	0.9%	96,715	-1.0%	$18.4M
EXPEExpedia Group Inc	0.8%	0.9%	69,964	-2.8%	$17.9M
BKNGBooking Holdings Inc Com	0.8%	0.8%	94,513	+2376.8%	$16.8M
INTUIntuit	0.8%	1.5%	64,464	-3.2%	$16.8M
UNHUnitedhealth Group Inc Com	0.7%	—	39,389	—	$16.4M
LOWLowes Cos Inc	0.7%	1.0%	72,399	-10.6%	$16.0M
VVisa Inc Com Cl A	0.7%	0.8%	42,224	-12.9%	$14.5M
XBISpdr Series Trust	0.6%	0.6%	89,915	-1.6%	$14.2M
UNPUnion Pac Corp	0.6%	0.7%	51,341	-2.4%	$14.0M
ALGNAlign Technology Inc	0.6%	0.7%	80,802	-1.9%	$13.6M
WMTWalmart Inc	0.6%	0.8%	117,477	+0.4%	$13.3M
SESea Ltd	0.6%	0.6%	134,228	-2.2%	$12.9M
NVSNovartis AG	0.6%	0.7%	80,147	-2.0%	$12.6M
CARTMaplebear Inc.	0.6%	—	265,098	—	$12.6M
SYKStryker Corporation	0.6%	0.7%	39,492	-2.0%	$12.4M
GWWWw Grainger Inc	0.6%	—	9,129	—	$12.4M
UBERUber Technologies Inc	0.6%	0.6%	171,290	+2.0%	$12.4M
ADSKAutodesk Inc	0.6%	0.8%	62,739	-1.4%	$12.2M
ABNBAirbnb Inc	0.5%	—	84,012	—	$12.0M

What Investment House LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.0% /yr; S&P 500 +20.1%
3 years: +21.9% /yr; S&P 500 +20.4%
5 years: +10.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$2.2B	220
Q1 2026	$1.9B	223
Q4 2025	$2.1B	215
Q3 2025	$2.1B	222
Q2 2025	$2.0B	216
Q1 2025	$1.8B	213
Q4 2024	$1.8B	199
Q3 2024	$1.9B	206
Q2 2024	$1.8B	203
Q1 2024	$1.7B	211
Q4 2023	$1.4B	191
Q3 2023	$1.3B	180

Questions about Investment House LLC's portfolio

What stocks does Investment House LLC own?

Investment House LLC's latest 13F, for Q2 2026 and filed Jul 31, 2026, lists 220 positions worth $2.2B. The largest are Apple Inc (AAPL) at 6.7%, Alphabet Inc (GOOGL) at 5.5%, Dell Technologies Inc (DELL) at 4.8%, Meta Platforms Inc Class A (META) at 4.1% and Amazon Com Inc Com (AMZN) at 3.8%.

What did Investment House LLC buy last quarter?

In Q2 2026, Investment House LLC added Booking Holdings Inc Com (BKNG) (+2376.8% shares), Progressive Corp. (PGR) (+76.8% shares) and Sprouts Fmrs Mkt Inc (SFM) (+61.4% shares), compared with its Q1 2026 filing.

What did Investment House LLC sell last quarter?

In Q2 2026, Investment House LLC cut from its top 50 Automatic Data Processing Inc Com (ADP), cut from its top 50 Qxo Inc (QXO), cut from its top 50 Paychex Inc (PAYX), cut from its top 50 Mastercard Inc. (MA), cut from its top 50 Intuitive Surgical Inc (ISRG), Visa Inc Com Cl A (V) (-12.9% shares), Nu Hldgs Ltd (NU) (-10.6% shares) and Lowes Cos Inc (LOW) (-10.6% shares), compared with its Q1 2026 filing.

How has Investment House LLC's portfolio performed?

A portfolio copying Investment House LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +21.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.0% against +20.1%. Over 5 years: +10.5% a year against +11.6%.

When is Investment House LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Investment House LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Investment House LLC manage?

Investment House LLC reported $2.5B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.2B.