INVESTMENT HOUSE LLC

CIK: 0001566030SEC EDGAR →

Portfolio Value

$2.1B

Holdings

215

As of

Q4 2025

New Positions

215

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

APPLE INC

519,601$141.3M
6.71%
2

ALPHABET INC

370,462$116.0M
5.51%
3

META PLATFORMS INC

160,951$106.2M
5.05%
4

MICROSOFT CORP

205,344$99.3M
4.72%
5

NVIDIA CORPORATION

454,137$84.7M
4.03%
6

AMAZON COM INC

328,924$75.9M
3.61%
7

ALPHABET INC

209,480$65.7M
3.12%
8

COSTCO WHSL CORP NEW

63,541$54.8M
2.60%
9

INTUIT

76,468$50.7M
2.41%
10

ELI LILLY & CO

46,893$50.4M
2.40%

Quarterly Changes

Top Buys

AAPLNEW
$141.3M
$116.0M
METANEW
$106.2M
MSFTNEW
$99.3M
NVDANEW
$84.7M

Top Sells

No sells this quarter

New Positions (215)

$141.3M · 520K shares
$116.0M · 370K shares
$106.2M · 161K shares
$99.3M · 205K shares
$84.7M · 454K shares
$75.9M · 329K shares
$65.7M · 209K shares
$54.8M · 64K shares
$50.7M · 76K shares
$50.4M · 47K shares
$43.3M · 2.6M shares
$40.9M · 111K shares
$34.2M · 98K shares
$33.9M · 50K shares
$32.7M · 260K shares
$30.0M · 185K shares
$29.0M · 132K shares
$28.2M · 14K shares
$26.5M · 80K shares
$23.8M · 133K shares
$22.4M · 87K shares
$22.0M · 129K shares
$21.9M · 57K shares
$20.5M · 4K shares
$20.4M · 72K shares
$20.3M · 181K shares
$19.8M · 96K shares
$19.6M · 81K shares
$18.9M · 64K shares
$18.3M · 219K shares
$18.0M · 104K shares
$17.8M · 68K shares
$17.3M · 34K shares
$17.1M · 134K shares
$16.5M · 98K shares
$16.3M · 46K shares
$16.2M · 29K shares
$15.9M · 59K shares
$15.4M · 800K shares
$15.0M · 32K shares
$14.6M · 84K shares
$14.2M · 40K shares
$14.0M · 61K shares
$13.4M · 164K shares
$13.4M · 297K shares
$13.0M · 117K shares
$12.8M · 82K shares
$12.3M · 42K shares
$12.2M · 53K shares
$11.6M · 86K shares
$11.4M · 58K shares
$11.3M · 82K shares
$11.2M · 143K shares
$11.2M · 20K shares
$11.2M · 91K shares
$10.8M · 47K shares
$10.3M · 121K shares
$9.6M · 10K shares
$9.5M · 46K shares
$9.0M · 221K shares
$8.8M · 151K shares
$8.7M · 58K shares
$8.4M · 37K shares
$8.4M · 26K shares
$8.3M · 39K shares
$8.1M · 97K shares
$7.8M · 331K shares
$7.8M · 54K shares
$7.6M · 16K shares
$7.4M · 26K shares
$6.8M · 24K shares
$6.5M · 20K shares
$6.1M · 21K shares
$6.0M · 31K shares
$5.8M · 55K shares
$5.7M · 73K shares
$5.6M · 11K shares
$5.4M · 16K shares
$5.3M · 14K shares
$5.3M · 96K shares
$4.9M · 24K shares
$4.6M · 34K shares
$4.5M · 52K shares
$4.3M · 55K shares
$4.3M · 14K shares
$4.2M · 65K shares
$4.1M · 12K shares
$4.1M · 102K shares
$4.0M · 42K shares
$4.0M · 13K shares
$4.0M · 36K shares
$3.7M · 58K shares
$3.7M · 73K shares
$3.5M · 34K shares
$3.3M · 73K shares
$3.3M · 6K shares
$3.3M · 111K shares
$3.3M · 39K shares
$3.2M · 11K shares
$3.2M · 3K shares
$3.2M · 9K shares
$3.2M · 18K shares
$3.1M · 22K shares
$3.1M · 48K shares
$3.1M · 24K shares
$3.0M · 24K shares
$3.0M · 51K shares
$2.9M · 14K shares
$2.8M · 260K shares
$2.7M · 37K shares
$2.6M · 23K shares
$2.5M · 12K shares
$2.4M · 7K shares
$2.4M · 16K shares
$2.2M · 25K shares
$2.1M · 17K shares
$1.9M · 21K shares
$1.9M · 2K shares
$1.8M · 19K shares
$1.7M · 84K shares
$1.6M · 4K shares
$1.6M · 20K shares
$1.6M · 4K shares
$1.5M · 77K shares
$1.5M · 4K shares
$1.5M · 2K shares
$1.4M · 180K shares
$1.4M · 16K shares
$1.4M · 7K shares
$1.3M · 9K shares
$1.2M · 17K shares
$1.2M · 1K shares
$1.2M · 8K shares
$1.2M · 46K shares
$1.1M · 2K shares
$1.1M · 8K shares
$1.1M · 7K shares
$1.0M · 2K shares
$1.0M · 46K shares
$1.0M · 12K shares
$983K · 5K shares
$978K · 3K shares
$972K · 2K shares
$934K · 2K shares
$909K · 6K shares
$886K · 3K shares
$879K · 21K shares
$833K · 9K shares
$807K · 3K shares
$792K · 25K shares
$789K · 7K shares
$769K · 7K shares
$751K · 10K shares
$748K · 14K shares
$735K · 16K shares
$710K · 15K shares
$704K · 9K shares
$702K · 7K shares
$632K · 8K shares
$609K · 6K shares
$604K · 10K shares
$589K · 8K shares
$579K · 3K shares
$569K · 5K shares
$559K · 7K shares
$553K · 7K shares
$553K · 2K shares
$544K · 2K shares
$509K · 14K shares
$499K · 20K shares
$499K · 3K shares
$492K · 2K shares
$486K · 2K shares
$467K · 11K shares
$443K · 2K shares
$436K · 2K shares
$434K · 3K shares
$416K · 540 shares
$413K · 100K shares
$412K · 2K shares
$388K · 4K shares
$382K · 3K shares
$365K · 2K shares
$321K · 6K shares
$304K · 2K shares
$301K · 2K shares
$289K · 850 shares
$287K · 350 shares
$283K · 3K shares
$281K · 2K shares
$280K · 600 shares
$278K · 1K shares
$271K · 1K shares
$269K · 1K shares
$268K · 16K shares
$261K · 3K shares
$260K · 3K shares
$255K · 17K shares
$252K · 2K shares
$250K · 775 shares
$250K · 3K shares
$244K · 1K shares
$241K · 566 shares
$239K · 2K shares
$236K · 2K shares
$235K · 3K shares
$232K · 3K shares
$224K · 15K shares
$205K · 2K shares
$203K · 927 shares
$203K · 2K shares
$200K · 2K shares
$166K · 47K shares
$37K · 11K shares
$22K · 17K shares

Sector Breakdown

Sector# HoldingsValue%
Technology40$685.1M32.6%
Communication Services12$331.7M15.8%
Consumer Cyclical23$258.4M12.3%
Financial Services41$253.9M12.1%
Healthcare31$211.5M10.1%
Industrials29$177.0M8.4%
Consumer Defensive9$85.3M4.1%
Unknown11$63.9M3.0%
Basic Materials7$22.3M1.1%
Energy6$10.4M0.5%
Utilities5$4.0M0.2%
Real Estate1$232K0.0%