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 SMG
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,038,371 | 49,965 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,004,441 | 51,490 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,200,020 | 56,190 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,731,027 | 56,565 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,326,059 | 60,595 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $4,059,344 | 61,190 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $5,288,266 | 60,995 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $4,004,117 | 61,545 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $4,616,748 | 61,895 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $3,921,581 | 61,515 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $3,393,050 | 65,655 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $4,513,680 | 72,000 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $5,662,888 | 81,200 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $4,059,208 | 83,540 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,583,313 | 107,212 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $13,308,156 | 168,479 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $24,461,047 | 198,935 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $32,364,220 | 201,020 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $32,082,843 | 219,205 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $38,901,608 | 202,697 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $49,560,370 | 202,312 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $42,256,512 | 212,195 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $32,671,973 | 213,668 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $28,734,221 | 213,685 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $21,953,024 | 214,385 | Shares | Sole | 2020-04-08 | |
| No 13F history on record for this holder in this stock. | ||||||