Investment House Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 21, 2026, Investment House Llc disclosed 201 stock positions valued at approximately $2.25B as of quarter-end September 30, 2026. The largest holdings include APPLE INC, DELL TECHNOLOGIES INC, and META PLATFORMS INC.
- Report Period
- September 30, 2026
- No. of Stocks
- 201
- Portfolio Value
- $2.25B
Holdings by Sector
Investment House Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 4.65% | 314,278 | -197,481 | -38.59% | $104,660,781 |
| DELL TECHNOLOGIES INC | DELL | Technology | 4.22% | 176,488 | -67,907 | -27.79% | $94,941,720 |
| META PLATFORMS INC | META | Communication Services | 4.18% | 129,657 | -31,415 | -19.50% | $94,024,467 |
| ALPHABET INC | GOOGL | Communication Services | 3.76% | 246,207 | -92,216 | -27.25% | $84,715,064 |
| MICROSOFT CORP | MSFT | Technology | 3.44% | 151,099 | -50,328 | -24.99% | $77,498,753 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.02% | 272,862 | -75,585 | -21.69% | $67,983,485 |
| NVIDIA CORPORATION | NVDA | Technology | 2.72% | 267,999 | -144,273 | -34.99% | $61,205,547 |
| ALPHABET INC | GOOG | Communication Services | 1.82% | 120,354 | -68,138 | -36.15% | $41,009,422 |
| NEBIUS GROUP N.V. | NBIS | Communication Services | 1.57% | 149,913 | -59,735 | -28.49% | $35,361,478 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.57% | 38,755 | -23,518 | -37.77% | $35,280,564 |
| ELI LILLY & CO | LLY | Healthcare | 1.54% | 30,026 | -16,321 | -35.21% | $34,742,900 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 1.50% | 19,550 | -2,821 | -12.61% | $33,793,339 |
| MOLINA HEALTHCARE INC | MOH | Healthcare | 1.38% | 164,196 | -29,555 | -15.25% | $31,049,464 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 1.18% | 100,495 | +69,080 | +219.89% | $26,606,051 |
| WILLIAMS SONOMA INC | WSM | Consumer Cyclical | 1.10% | 108,633 | -23,413 | -17.73% | $24,761,730 |
| PROGRESSIVE CORP | PGR | Financial Services | 1.07% | 116,471 | -20,800 | -15.15% | $24,145,603 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 1.04% | 77,120 | -34,999 | -31.22% | $23,452,294 |
| NU HLDGS LTD | NU | Financial Services | 0.95% | 1,692,187 | -614,258 | -26.63% | $21,423,083 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.86% | 31,530 | -5,825 | -15.59% | $19,288,793 |
| TEXAS INSTRS INC | TXN | Technology | 0.86% | 68,753 | -34,327 | -33.30% | $19,257,084 |
| INTERCONTINENTAL EXCHANGE IN | ICE | Financial Services | 0.83% | 122,375 | -57,888 | -32.11% | $18,604,621 |
| WASTE MGMT INC DEL | WM | Industrials | 0.82% | 90,323 | -40,273 | -30.84% | $18,418,598 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.73% | 62,371 | -28,814 | -31.60% | $16,512,099 |
| SPROUTS FMRS MKT INC | SFM | Consumer Defensive | 0.73% | 247,495 | -17,596 | -6.64% | $16,421,293 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.72% | 15,155 | -8,220 | -35.17% | $16,141,742 |
| EXPEDIA GROUP INC | EXPE | Consumer Cyclical | 0.70% | 60,282 | -9,682 | -13.84% | $15,875,780 |
| ISHARES TR | IBB | Other | 0.67% | 71,956 | -24,759 | -25.60% | $15,148,897 |
| QUALCOMM INC | QCOM | Technology | 0.62% | 75,553 | -42,654 | -36.08% | $13,904,836 |
| ADOBE INC | ADBE | Technology | 0.57% | 53,423 | -50,063 | -48.38% | $12,818,241 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.55% | 33,604 | -5,785 | -14.69% | $12,335,356 |
Showing 30 of 201 holdings in the latest reporting period.