INVESTMENT HOUSE LLC

CIK

1566030

Location

REDONDO BEACH, CA

Portfolio Value

Mid $1,810,395,802

Diversification

Diversified

Filing Date

Global Rank

#1,275 / 8,605 ▼ 46 · as of Mar 2026

Top Industry

Internet Content & Information 12.1%

3Y Alpha vs SPY

-3.4%

Period ended 3 months ago

Filed Apr 29, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+63.0%

SPY

+76.5%

Annualised alpha

-3.2%

Max drawdown

−20.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

207 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.5%

+0.3 pts

Top 5

26.2%

−1.7 pts

Top 10

40.1%

−1.9 pts

HHI

234

Diversified−18

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.6%	$589,835,836	40
Consumer Cyclical	14.2%	$256,536,781	29
Communication Services	13.6%	$246,866,123	13
Healthcare	11.7%	$211,202,726	33
Financial Services	10.9%	$197,424,501	27
Industrials	8.2%	$148,858,074	29
Consumer Defensive	6.0%	$109,004,586	12
Basic Materials	1.4%	$24,546,517	6
Energy	0.9%	$16,049,034	8
Utilities	0.3%	$4,726,382	6
Real Estate	0.1%	$2,687,144	2
Unclassified	0.1%	$2,658,098	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
RIG	Transocean Ltd.	+307,825	407,825	$2,703,879
COMP	Compass, Inc.	+68,025	328,475	$2,401,152
BLDR	Builders FirstSource, Inc.	+61,829	95,961	$7,900,469
QXO	QXO, Inc.	+57,033	856,968	$16,642,318
MOH	Molina Healthcare, Inc.	+45,752	130,032	$17,333,265
PGR	Progressive Corp/Oh/	+40,528	77,623	$15,387,983
INTC	Intel Corp	+34,535	48,337	$2,133,111
FIGR	Figure Technology Solutions, Inc.	+26,340	246,865	$8,381,066
AAPL	Apple Inc.	+14,842	534,443	$135,636,288
FDS	Factset Research Systems Inc	+12,396	54,789	$11,888,665
BA	Boeing Co	+12,198	13,323	$2,651,676
MA	Mastercard Inc	+8,911	28,482	$14,231,316
AXP	American Express Co	+6,705	117,272	$35,472,434
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+5,990	9,211	$3,112,857
LNG	Cheniere Energy, Inc.	+5,395	12,395	$3,517,205
HYPD	Hyperion Defi, Inc.	+5,200	51,875	$178,968
PURR	Hyperliquid Strategies Inc	+4,410	15,000	$76,350
UBER	Uber Technologies, Inc	+4,100	167,885	$12,075,968
TOL	Toll Brothers, Inc.	+3,834	37,683	$5,142,599
SE	Sea Ltd	+3,530	137,198	$11,361,366
MSFT	Microsoft Corp	+3,445	208,789	$77,287,424
RACE	Ferrari N.V.	+3,063	9,671	$3,273,149
MU	Micron Technology Inc	+2,940	26,700	$9,020,328
V	Visa Inc.	+2,050	48,503	$14,659,546
TTWO	Take Two Interactive Software Inc	+814	2,941	$580,847
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CPNG	Coupang, Inc.	−146,072	185,350	$3,499,408
CMCSA	Comcast Corp	−84,867	26,076	$748,641
PYPL	PayPal Holdings, Inc.	−53,900	96,775	$4,377,133
UNH	Unitedhealth Group Inc	−39,293	40,873	$11,059,825
GOOGL	Alphabet Inc.	−36,657	333,805	$95,988,965
IBKR	Interactive Brokers Group, Inc.	−33,138	31,775	$2,131,149
HPQ	Hp Inc	−29,766	15,900	$305,439
PAYX	Paychex Inc	−24,222	156,748	$14,439,625
FAST	Fastenal Co	−24,181	77,456	$3,593,958
NVDA	Nvidia Corp	−23,870	430,267	$75,038,564
CART	Maplebear Inc.	−21,055	276,323	$10,351,059
DIS	Walt Disney Co	−16,983	5,587	$538,475
NFLX	Netflix Inc	−16,090	4,700	$451,905
INTU	Intuit Inc.	−9,852	66,616	$28,803,426
DELL	Dell Technologies Inc.	−9,595	250,220	$41,068,608
NU	Nu Holdings Ltd.	−8,973	2,579,718	$37,070,547
VAL	Valaris Ltd	−8,784	63,890	$6,263,775
JPM	Jpmorgan Chase & Co	−7,871	12,147	$3,573,161
MSI	Motorola Solutions, Inc.	−7,128	50,007	$21,701,537
ZTS	Zoetis Inc.	−5,697	18,637	$2,203,079
ORCL	Oracle Corp	−5,558	52,895	$7,781,383
APP	AppLovin Corp	−4,873	45,497	$18,107,806
CPAY	Corpay, Inc.	−4,125	9,200	$2,677,108
GPN	Global Payments Inc	−3,915	3,705	$249,346
ADBE	Adobe Inc.	−3,896	93,955	$22,838,581
No positions match the current search.

New Positions

Positions the filer opened this quarter

20 positions

Ticker	Company	Shares	Value
SFM	Sprouts Farmers Market, Inc.	164,290	$12,671,687
WBD	Warner Bros. Discovery, Inc.	225,221	$6,184,568
SLM	SLM Corp	124,345	$2,662,226
VLO	Valero Energy Corp/Tx	8,141	$2,011,478
XP	XP Inc.	93,120	$1,773,004
FISV	Fiserv Inc	31,535	$1,759,653
LULU	lululemon athletica inc.	10,727	$1,642,303
GFF	Griffon Corp	22,504	$1,635,590
JD	JD.com, Inc.	54,881	$1,622,831
SPGI	S&P Global Inc.	3,735	$1,588,644
KLAR	Klarna Group plc	74,025	$968,987
EMBJ	Embraer S.A.	13,574	$805,481
STNG	Scorpio Tankers Inc.	10,342	$772,133
CROX	Crocs, Inc.	3,290	$273,135
LRCX	Lam Research Corp	1,151	$245,922
ANF	Abercrombie & Fitch Co /De/	2,610	$238,475
CVX	Chevron Corp	1,042	$215,589
PSX	Phillips 66	1,163	$211,875
ED	Consolidated Edison Inc	1,825	$206,553
MO	Altria Group, Inc.	3,115	$205,558
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
BN	BROOKFIELD Corp /ON/	72,894	$3,345,105
HCC	Warrior Met Coal, Inc.	24,993	$2,203,632
ALHC	Alignment Healthcare, Inc.	84,326	$1,665,438
FVRR	Fiverr International Ltd.	76,675	$1,515,098
PWR	Quanta Services, Inc.	3,557	$1,501,267
SPY	Spdr S&P 500 ETF Trust	2,137	$1,457,263
CCC	CCC Intelligent Solutions Holdings Inc.	179,750	$1,429,012
COIN	Coinbase Global, Inc.	2,446	$553,138
NOW	ServiceNow, Inc.	1,840	$281,869
WFC	Wells Fargo & Company/Mn	2,200	$205,040
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

207 positions · $1,810,395,802 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 207 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	534,443	+14,842	$135,636,288	−4.0%	7.49%
GOOGL	Alphabet Inc. Communication Services	Reduced	333,805	-36,657	$95,988,965	−17.2%	5.30%
META	Meta Platforms, Inc. Communication Services	Reduced	159,486	-1,465	$91,246,725	−14.1%	5.04%
MSFT	Microsoft Corp Technology	Added	208,789	+3,445	$77,287,424	−22.2%	4.27%
NVDA	Nvidia Corp Technology	Reduced	430,267	-23,870	$75,038,564	−11.4%	4.14%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	326,435	-2,489	$67,986,617	−10.5%	3.76%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	62,913	-628	$62,688,400	+14.4%	3.46%
LLY	ELI LILLY & Co Healthcare	Reduced	46,442	-451	$42,715,958	−15.2%	2.36%
DELL	Dell Technologies Inc. Technology	Reduced	250,220	-9,595	$41,068,608	+25.6%	2.27%
NU	Nu Holdings Ltd. Financial Services	Reduced	2,579,718	-8,973	$37,070,547	−14.5%	2.05%
AXP	American Express Co Financial Services	Added	117,272	+6,705	$35,472,434	−13.3%	1.96%
WM	Waste Management Inc Industrials	Reduced	131,283	-685	$30,167,520	+4.0%	1.67%
INTU	Intuit Inc. Technology	Reduced	66,616	-9,852	$28,803,426	−43.1%	1.59%
ICE	Intercontinental Exchange, Inc. Financial Services	Reduced	181,833	-3,492	$28,598,694	−4.7%	1.58%
MELI	Mercadolibre Inc Consumer Cyclical	Added	14,229	+240	$24,602,225	−12.7%	1.36%
WSM	Williams Sonoma Inc Consumer Cyclical	Reduced	133,295	-203	$24,303,677	+1.9%	1.34%
ADBE	Adobe Inc. Technology	Reduced	93,955	-3,896	$22,838,581	−33.3%	1.26%
JNJ	Johnson & Johnson Healthcare	Reduced	92,481	-3,348	$22,606,055	+14.0%	1.25%
NBIS	Nebius Group N.V. Communication Services	Reduced	216,472	-2,386	$22,461,134	+22.6%	1.24%
MSI	Motorola Solutions, Inc. Technology	Reduced	50,007	-7,128	$21,701,537	−0.9%	1.20%
TXN	Texas Instruments Inc Technology	Reduced	103,405	-577	$20,075,046	+11.3%	1.11%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	80,966	-110	$19,130,646	−2.2%	1.06%
APP	AppLovin Corp Communication Services	Reduced	45,497	-4,873	$18,107,806	−46.6%	1.00%
ECL	Ecolab Inc. Basic Materials	Reduced	67,544	-191	$17,968,054	+1.0%	0.99%
CMI	Cummins Inc Industrials	Reduced	33,386	-561	$17,962,335	+3.7%	0.99%
MOH	Molina Healthcare, Inc. Healthcare	Added	130,032	+45,752	$17,333,265	+18.5%	0.96%
ADP	Automatic Data Processing Inc Technology	Reduced	84,737	-2,268	$17,216,863	−23.1%	0.95%
QXO	QXO, Inc. Industrials	Added	856,968	+57,033	$16,642,318	+7.9%	0.92%
EXPE	Expedia Group, Inc. Consumer Cyclical	Reduced	71,964	-25	$16,615,767	−18.5%	0.92%
QCOM	Qualcomm Inc/De Technology	Added	128,966	+138	$16,608,241	−24.6%	0.92%
BKNG	Booking Holdings Inc. Consumer Cyclical	Reduced	3,816	-16	$16,066,580	+1857.3%	0.89%
PGR	Progressive Corp/Oh/ Financial Services	Added	77,623	+40,528	$15,387,983	+82.2%	0.85%
ADSK	Autodesk, Inc. Technology	Reduced	63,609	-90	$15,227,994	−19.2%	0.84%
V	Visa Inc. Financial Services	Added	48,503	+2,050	$14,659,546	−10.0%	0.81%
WMT	Walmart Inc. Consumer Defensive	Reduced	117,027	-20	$14,544,115	+11.5%	0.80%
PAYX	Paychex Inc Technology	Reduced	156,748	-24,222	$14,439,625	−28.9%	0.80%
MA	Mastercard Inc Financial Services	Added	28,482	+8,911	$14,231,316	+27.4%	0.79%
ALGN	Align Technology Inc Healthcare	Added	82,387	+270	$14,123,603	+10.1%	0.78%
SYK	Stryker Corp Healthcare	Reduced	40,312	-30	$13,246,120	−6.6%	0.73%
ISRG	Intuitive Surgical Inc Healthcare	Held	28,680	0	$13,221,193	−18.6%	0.73%
UNP	Union Pacific Corp Industrials	Reduced	52,616	-76	$12,765,693	+4.7%	0.71%
SFM	Sprouts Farmers Market, Inc. Consumer Defensive	NEW	164,290	NEW	$12,671,687	NEW	0.70%
NVS	Novartis AG Healthcare	Reduced	81,783	-65	$12,492,353	+10.7%	0.69%
UBER	Uber Technologies, Inc Technology	Added	167,885	+4,100	$12,075,968	−9.8%	0.67%
FDS	Factset Research Systems Inc Financial Services	Added	54,789	+12,396	$11,888,665	−3.4%	0.66%
SE	Sea Ltd Consumer Cyclical	Added	137,198	+3,530	$11,361,366	−33.4%	0.63%
ACN	Accenture plc Technology	Reduced	57,279	-1,808	$11,357,852	−28.4%	0.63%
UNH	Unitedhealth Group Inc Healthcare	Reduced	40,873	-39,293	$11,059,825	−58.2%	0.61%
ABNB	Airbnb, Inc. Consumer Cyclical	Added	85,985	+260	$10,858,185	−6.7%	0.60%
CART	Maplebear Inc. Consumer Cyclical	Reduced	276,323	-21,055	$10,351,059	−22.6%	0.57%