INVESTMENT HOUSE LLC

Registered adviser

CIK

1566030

Location

REDONDO BEACH, CA

Portfolio Value

Mid $2,231,335,965

Diversification

Diversified

Files via

Empowered Funds, LLC

Filing Date

Global Rank

#1,501 / 8,826 ▼ 12 · as of Jun 2026

Top Industry

Internet Content & Information 16.6%

Period ended 37 days ago

Filed Oct 21, 2026 · 16d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 163493

Roster of Nov 1, 2026

Regulatory AUM

$2,483,717,000

Main clients

Individuals and high net worth (59% of AUM)

Private funds

1 fund · Hedge funds

Focus by gross assets, Schedule D of Dec 9, 2024

$29,808,500 gross assets

Registered funds advised

1 series (0 index, 0 ETFs)

$217,108,305 net assets· N-CEN Jul 31, 2025

Private funds on Schedule D 7.B.(1)

As filed Dec 9, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

$29,490,200 gross assets in 1 fund Hedge funds $29,490,200 (1)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Oct 2026 to Nov 2026	$2,483,717,000	Individuals and high net worth (59%)
Apr 2026 to Sep 2026	$2,202,989,900	Individuals and high net worth (85%)
Apr 2025 to Mar 2026	$1,951,065,000	Individuals and high net worth (83%)
Apr 2024 to Mar 2025	$1,621,108,200	Individuals and high net worth (81%)
May 2023 to Mar 2024	$1,183,229,400	Individuals and high net worth (80%)
Apr 2023	$1,183,229,400	Individuals and high net worth (80%)

4 earlier changes not shown.

Stated strategy

Growth, Fundamental active, Value, Income, Fixed income / rates, Multi-asset, Long/short hedge, Private markets Form ADV Part 2A, Sep 16, 2026 · original

In the firm's words

Growth: The Growth Strategy is an equity-based investment strategy designed to achieve long term capital growth by recognizing the key long wave growth themes in the world economy, and finding the best positioned, managed, and capitalized corporate entities driving them.
Fundamental active: In the selection of equities for purchase, the analysis focuses on a review of each investment’s fundamental values to find the more favorable investments within the markets and sectors identified.
Value: This strategy would normally encourage equity purchases in stocks that are undervalued or priced below their perceived value.
Income: The Balanced Strategy combines our Growth Strategy with an allocation to fixed income assets, primarily corporate and municipal bonds, mutual funds and ETFs, to achieve a balance of longterm capital growth and current income according to a client’s desired asset allocation.
Fixed income / rates: TIH considers duration, creditworthiness, and perceptions of the issuer’s ability to make payments in the selection of individual fixed income securities and considers the efficiency, diversification, liquidity, and management, if any, in its selection of fixed income mutual funds and ETFs.
Multi-asset: The Balanced Strategy combines our Growth Strategy with an allocation to fixed income assets, primarily corporate and municipal bonds, mutual funds and ETFs, to achieve a balance of longterm capital growth and current income according to a client’s desired asset allocation.
Long/short hedge: Mercury Partners, L.P. utilizes more hedging and allows for use of leverage and therefore is considered riskier.
Private markets: The Private Funds managed by TIH pursue investment processes and strategies that are similar to the above strategies; however, Mercury Partners, L.P. utilizes more hedging and allows for use of leverage and therefore is considered riskier.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 42.8%, 38.1 effective positions, active share 54.1% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

18.7% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 20.7 quarters (12+), a floor since 68.8% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 54.1%; sector active share 23.5% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

202 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

27.9%

+19.4 pts

Top 5

46.7%

+18.9 pts

Top 10

59.1%

+16.4 pts

HHI

928

Diversified+665

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	29.4%	$655,249,746	23
Technology	25.2%	$561,870,492	37
Communication Services	12.4%	$275,734,622	14
Consumer Cyclical	10.0%	$223,475,101	28
Healthcare	8.0%	$178,860,703	29
Financial Services	6.2%	$139,138,785	22
Industrials	4.6%	$102,192,420	26
Consumer Defensive	3.1%	$68,829,536	10
Basic Materials	0.7%	$14,587,834	5
Energy	0.4%	$8,095,537	6
Real Estate	0.1%	$2,782,370	1
Utilities	0.0%	$518,819	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
QXO	QXO, Inc.	+189,055	855,460	$10,000,327
FIGR	Figure Technology Solutions, Inc.	+88,700	285,955	$8,249,801
INTC	Intel Corp	+78,413	89,252	$10,730,767
BLDR	Builders FirstSource, Inc.	+72,860	147,460	$8,406,694
CRWD	CrowdStrike Holdings, Inc.	+69,080	100,495	$26,606,051
BIRK	Birkenstock Holding plc	+22,776	71,954	$2,332,029
VEEV	Veeva Systems Inc	+20,515	33,070	$9,439,831
SHV	iShares 0-1 Year Treasury Bond ETF	+15,961	54,626	$6,026,340
AVGO	Broadcom Inc.	+15,464	24,504	$8,605,559
LEN	Lennar Corp	+10,819	17,488	$1,426,845
DUOL	Duolingo, Inc.	+8,624	25,975	$3,698,840
SHOP	Shopify Inc.	+8,039	13,679	$2,028,595
FISV	Fiserv Inc	+7,935	68,790	$3,107,932
JPM	Jpmorgan Chase & Co	+7,501	13,382	$4,427,167
RL	Ralph Lauren Corp	+7,460	18,390	$6,529,737
CVS	CVS HEALTH Corp	+1,503	10,391	$890,404
IHF	iShares U.S. Healthcare Providers ETF	+1,145	16,715	$917,486
WAGN	Pabrai Wagons ETF	+751	13,165	$195,895
VUG	VANGUARD GROWTH INDEX FUND	+737	11,355	$1,023,199
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	+648	9,886	$607,989
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+530	3,391	$1,546,940
VZ	Verizon Communications Inc	+200	10,323	$473,516
SMH	VanEck Semiconductor ETF	+170	691	$420,819
OIH	VanEck Oil Services ETF	+128	1,965	$743,497
GLD	Spdr Gold Trust	+123	2,291	$872,504
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NU	Nu Holdings Ltd.	−614,258	1,692,187	$21,423,087
AAPL	Apple Inc.	−197,481	314,278	$104,660,859
NVDA	Nvidia Corp	−144,273	267,999	$61,205,611
GOOGL	Alphabet Inc.	−92,216	246,207	$84,714,904
TRMB	Trimble Inc.	−77,742	54,194	$3,095,019
AMZN	Amazon Com Inc	−75,585	272,862	$67,983,567
GOOG	Alphabet Inc.	−68,138	120,354	$41,009,421
DELL	Dell Technologies Inc.	−67,907	176,488	$94,941,719
EW	Edwards Lifesciences Corp	−62,060	56,715	$4,895,638
CART	Maplebear Inc.	−61,905	203,193	$8,761,682
NBIS	Nebius Group N.V.	−59,735	149,913	$35,361,478
FAST	Fastenal Co	−59,471	17,535	$868,508
ICE	Intercontinental Exchange, Inc.	−57,888	122,375	$18,604,671
NFLX	Netflix Inc	−56,528	2,900	$201,782
CHD	Church & Dwight Co Inc	−51,395	40,069	$3,775,301
MSFT	Microsoft Corp	−50,328	151,099	$77,498,677
ADBE	Adobe Inc.	−50,063	53,423	$12,818,314
UBER	Uber Technologies, Inc	−49,100	122,190	$8,371,236
SLM	SLM Corp	−48,225	60,645	$1,372,396
RIG	Transocean Ltd.	−42,931	360,080	$1,886,819
QCOM	Qualcomm Inc	−42,654	75,553	$13,904,774
WM	Waste Management Inc	−40,273	90,323	$18,418,666
ACN	Accenture plc	−39,592	31,876	$5,845,102
PAYX	Paychex Inc	−39,369	46,972	$4,626,742
PYPL	PayPal Holdings, Inc.	−38,545	55,906	$2,936,742
No positions match the current search.

New Positions

Positions the filer opened this quarter

16 positions

Ticker	Company	Shares	Value
TIH		25,345,023	$622,473,764
SPCX	Space Exploration Technologies Corp	24,777	$3,737,858
ONON	On Holding AG	107,874	$3,194,149
SPGI	S&P Global Inc.	6,109	$2,409,817
YOU	Clear Secure, Inc.	52,435	$2,199,648
TLT	iShares 20+ Year Treasury Bond ETF	23,124	$1,798,584
LYV	Live Nation Entertainment, Inc.	9,966	$1,687,243
NYT	New York Times Co	24,551	$1,563,898
UAL	United Airlines Holdings, Inc.	8,000	$887,600
TPR	Tapestry, Inc.	6,000	$690,240
GOOGM	Alphabet Inc.	6,400	$314,112
PSX	Phillips 66	1,163	$296,925
CVX	Chevron Corp	1,392	$284,260
ANF	Abercrombie & Fitch Co	1,985	$267,359
MET	Metlife Inc	2,225	$209,506
EWY	iShares Trust	6,564	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
GEV	GE Vernova Inc.	2,578	$3,028,789
MCO	Moodys Corp	5,754	$2,606,101
CRM	Salesforce, Inc.	15,662	$2,453,608
CPNG	Coupang, Inc.	137,325	$2,385,335
RACE	Ferrari N.V.	5,200	$1,935,908
HPE	Hewlett Packard Enterprise Co	40,350	$1,820,188
CHTR	Charter Communications, Inc.	12,599	$1,791,703
LULU	lululemon athletica inc.	12,265	$1,400,417
TT	Trane Technologies plc	2,200	$1,080,552
WEC	Wec Energy Group, Inc.	7,300	$852,421
KLAR	Klarna Group plc	38,850	$786,324
AEP	American Electric Power Co Inc	4,566	$624,674
LRCX	Lam Research Corp	1,151	$498,762
LPX	Louisiana-Pacific Corp	5,750	$452,295
PFE	Pfizer Inc	18,005	$433,560
EMR	Emerson Electric Co	2,850	$407,977
SO	Southern Co	4,100	$392,411
—		1,810	$371,122
EIX	Edison International	4,846	$360,784
VPU	VANGUARD UTILITIES INDEX FUND	1,700	$332,741
REGN	Regeneron Pharmaceuticals, Inc.	525	$327,358
MTB	M&T Bank Corp	1,350	$321,313
CMCSA	Comcast Corp	13,010	$319,395
MO	Altria Group, Inc.	4,117	$296,218
UPS	United Parcel Service Inc	2,750	$295,625
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

202 tracked positions · $2,231,335,965 total · filing declares 204 positions · $2,251,907,780 · as of Sep 30, 2026

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

Showing 1–50 of 202 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TIH		NEW	25,345,023	NEW	$622,473,764	NEW	27.90%
AAPL	Apple Inc. Technology	Reduced	314,278	-197,481	$104,660,859	−29.3%	4.69%
DELL	Dell Technologies Inc. Technology	Reduced	176,488	-67,907	$94,941,719	−10.0%	4.25%
META	Meta Platforms, Inc. Communication Services	Reduced	129,657	-31,415	$94,024,663	+3.6%	4.21%
GOOGL	Alphabet Inc. Communication Services	Reduced	246,207	-92,216	$84,714,904	−30.0%	3.80%
MSFT	Microsoft Corp Technology	Reduced	151,099	-50,328	$77,498,677	+3.1%	3.47%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	272,862	-75,585	$67,983,567	−18.1%	3.05%
NVDA	Nvidia Corp Technology	Reduced	267,999	-144,273	$61,205,611	−25.8%	2.74%
GOOG	Alphabet Inc. Communication Services	Reduced	120,354	-68,138	$41,009,421	−38.4%	1.84%
NBIS	Nebius Group N.V. Communication Services	Reduced	149,913	-59,735	$35,361,478	−38.9%	1.58%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	38,755	-23,518	$35,280,226	−39.4%	1.58%
LLY	ELI LILLY & Co Healthcare	Reduced	30,026	-16,321	$34,742,484	−37.5%	1.56%
MELI	Mercadolibre Inc Consumer Cyclical	Reduced	19,550	-2,821	$33,792,761	−11.0%	1.51%
MOH	Molina Healthcare, Inc. Healthcare	Reduced	164,196	-29,555	$31,049,463	−29.9%	1.39%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	100,495	+69,080	$26,606,051	+11.0%	1.19%
WSM	Williams Sonoma Inc Consumer Cyclical	Reduced	108,633	-23,413	$24,761,806	−19.6%	1.11%
PGR	Progressive Corp Financial Services	Reduced	116,471	-20,800	$24,145,603	−19.5%	1.08%
AXP	American Express Co Financial Services	Reduced	77,120	-34,999	$23,452,192	−38.2%	1.05%
NU	Nu Holdings Ltd. Financial Services	Reduced	1,692,187	-614,258	$21,423,087	−30.5%	0.96%
AMD	Advanced Micro Devices Inc Technology	Reduced	31,530	-5,825	$19,288,792	−11.1%	0.86%
TXN	Texas Instruments Inc Technology	Reduced	68,753	-34,327	$19,257,027	−37.3%	0.86%
ICE	Intercontinental Exchange, Inc. Financial Services	Reduced	122,375	-57,888	$18,604,671	−16.2%	0.83%
WM	Waste Management Inc Industrials	Reduced	90,323	-40,273	$18,418,666	−36.7%	0.83%
JNJ	Johnson & Johnson Healthcare	Reduced	62,371	-28,814	$16,512,098	−28.7%	0.74%
SFM	Sprouts Farmers Market, Inc. Consumer Defensive	Reduced	247,495	-17,596	$16,421,293	−26.8%	0.74%
MU	Micron Technology Inc Technology	Reduced	15,155	-8,220	$16,141,742	−40.2%	0.72%
EXPE	Expedia Group, Inc. Consumer Cyclical	Reduced	60,282	-9,682	$15,875,867	−11.3%	0.71%
QCOM	Qualcomm Inc Technology	Reduced	75,553	-42,654	$13,904,774	−36.3%	0.62%
ADBE	Adobe Inc. Technology	Reduced	53,423	-50,063	$12,818,314	−39.6%	0.57%
UNH	Unitedhealth Group Inc Healthcare	Reduced	33,604	-5,785	$12,335,356	−24.7%	0.55%
XBI	State Street(R) SPDR(R) S&P(R) Biotech ETF	Reduced	75,235	-14,680	$11,863,054	−16.6%	0.53%
CMI	Cummins Inc Industrials	Reduced	22,833	-9,869	$11,794,842	−49.4%	0.53%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	28,250	-255	$11,487,297	+1.3%	0.51%
ECL	Ecolab Inc. Basic Materials	Reduced	41,303	-25,841	$11,340,977	−39.4%	0.51%
INTU	Intuit Inc. Technology	Reduced	39,345	-25,119	$10,847,809	−35.5%	0.49%
BKNG	Booking Holdings Inc. Consumer Cyclical	Reduced	66,350	-28,163	$10,809,078	−35.8%	0.48%
INTC	Intel Corp Technology	Added	89,252	+78,413	$10,730,767	+609.0%	0.48%
ABNB	Airbnb, Inc. Consumer Cyclical	Reduced	66,180	-17,832	$10,631,817	−11.6%	0.48%
V	Visa Inc. Financial Services	Reduced	28,958	-13,266	$10,405,478	−28.2%	0.47%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	54,648	-17,751	$10,071,079	−36.9%	0.45%
QXO	QXO, Inc. Industrials	Added	855,460	+189,055	$10,000,327	−13.2%	0.45%
SE	Sea Ltd Consumer Cyclical	Reduced	102,478	-31,750	$9,977,258	−22.4%	0.45%
DE	Deere & Co Industrials	Reduced	14,688	-1,464	$9,863,726	−3.7%	0.44%
MSI	Motorola Solutions, Inc. Technology	Reduced	21,759	-27,404	$9,703,861	−52.5%	0.43%
VEEV	Veeva Systems Inc Healthcare	Added	33,070	+20,515	$9,439,831	+323.7%	0.42%
ALGN	Align Technology Inc Healthcare	Reduced	63,975	-16,827	$9,298,766	−31.8%	0.42%
APP	AppLovin Corp Communication Services	Reduced	31,950	-10,707	$9,279,238	−57.8%	0.42%
EXPD	Expeditors International Of Washington Inc Industrials	Reduced	48,714	-9,644	$8,994,552	−5.4%	0.40%
ADSK	Autodesk, Inc. Technology	Reduced	42,513	-20,226	$8,885,217	−27.2%	0.40%
MA	Mastercard Inc Financial Services	Reduced	15,914	-2,412	$8,776,093	−6.8%	0.39%

Showing the top 50 of 202 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.