INVESTMENT HOUSE LLC
Top Portfolio Positions
207 positions ·
$1,819,739,290 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
534,443 | $135,636,288 | 7.45% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
333,805 | $95,988,965 | 5.27% | |
| META |
Meta Platforms, Inc.
Communication Services
|
159,486 | $91,246,725 | 5.01% | |
| MSFT |
Microsoft Corp
Technology
|
208,789 | $77,287,424 | 4.25% | |
| NVDA |
Nvidia Corp
Technology
|
430,267 | $75,038,564 | 4.12% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
326,435 | $67,986,617 | 3.74% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
62,913 | $62,688,400 | 3.44% | |
| LLY |
ELI LILLY & Co
Healthcare
|
46,442 | $42,715,958 | 2.35% | |
| DELL |
Dell Technologies Inc.
Technology
|
250,220 | $41,068,608 | 2.26% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
2,579,718 | $37,070,547 | 2.04% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SFM
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,671,687 | 164,290 | Shares | Sole | 2026-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||