INVESTMENT HOUSE LLC
Sector Allocation
- Technology37.8%$850.7M
- Other29.7%$668.7M
- Consumer Discretionary9.1%$204.1M
- Healthcare7.5%$169.5M
- Financials6.6%$149.0M
- Industrials4.0%$89.2M
- Consumer Staples3.0%$67.6M
- Utilities0.8%$18.9M
- Materials0.7%$16.5M
- Energy0.4%$10.0M
AUM History
13fpro.ai/research/fund/investment-house-llc-1566030
Conviction and streaks
Concentrating · top 10 = 57.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- EA$622.5M
AAPL
$104.7MDELL
$94.9MMETA
$94.0MGOOGL
$84.7MMSFT
$77.5MAMZN
$68.0MNVDA
$61.2MGOOG
$41.0MNBIS
$35.4MCOST
$35.3MLLY
$34.7MMELI
$33.8MMOH
$31.0MCRWD
$26.6MWSM
$24.8MPGR
$24.1MAXP
$23.5MNU
$21.4MAMD
$19.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/investment-house-llc-1566030
INVESTMENT HOUSE LLC 13F holdings — Q3 2026
$2.3B portfolio (+1.9% QoQ) · 203 holdings · Q3 2026 13F · top 10 are 57% of the stock portfolio
- 1
EA SERIES TRUST - INVESTMENT HOUSE
$622.5M
27.6% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— $104.7M
4.7% of stocks
-39%This quarter-0.0%Since filed11+ qtrsHeld$94.9M
4.2% of stocks
-28%This quarter-3.9%Since filed11+ qtrsHeldAIQuality71.1#190Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$94.0M
4.2% of stocks
-20%This quarter-9.6%Since filed11+ qtrsHeld$84.7M
3.8% of stocks
-27%This quarter-5.1%Since filed11+ qtrsHeld$77.5M
3.4% of stocks
-25%This quarter-0.1%Since filed11+ qtrsHeld$68.0M
3.0% of stocks
-22%This quarter-5.1%Since filed11+ qtrsHeld$61.2M
2.7% of stocks
-35%This quarter-2.7%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$41.0M
1.8% of stocks
-36%This quarter-5.1%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row$35.4M
1.6% of stocks
-28%This quarter-10.7%Since filed8 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row
All holdings — INVESTMENT HOUSE LLC (Q3 2026)
203 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $35.3M | 1.6% | 39K | -38% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | ELI LILLY & Co | Healthcare | $34.7M | 1.5% | 30K | -35% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | MERCADOLIBRE INC | Consumer Discretionary | $33.8M | 1.5% | 20K | -13% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | MOLINA HEALTHCARE, INC. | Healthcare | $31.0M | 1.4% | 164K | -15% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | CrowdStrike Holdings, Inc. | Technology | $26.6M | 1.2% | 100K | +220% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | WILLIAMS SONOMA INC | Consumer Discretionary | $24.8M | 1.1% | 109K | -18% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | PROGRESSIVE CORP/OH/ | Financials | $24.1M | 1.1% | 116K | -15% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | AMERICAN EXPRESS CO | Financials | $23.5M | 1.0% | 77K | -31% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Nu Holdings Ltd. | Financials | $21.4M | 0.9% | 1.69M | -27% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | ADVANCED MICRO DEVICES INC | Technology | $19.3M | 0.9% | 32K | -16% | 11+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | TEXAS INSTRUMENTS INC | Technology | $19.3M | 0.9% | 69K | -33% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Intercontinental Exchange, Inc. | Financials | $18.6M | 0.8% | 122K | -32% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | WASTE MANAGEMENT INC | Utilities | $18.4M | 0.8% | 90K | -31% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | JOHNSON & JOHNSON | Healthcare | $16.5M | 0.7% | 62K | -32% | 11+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Sprouts Farmers Market, Inc. | Consumer Staples | $16.4M | 0.7% | 247K | -7% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $MU | MICRON TECHNOLOGY INC | Technology | $16.1M | 0.7% | 15K | -35% | |||
| 27 | $EXPE | Expedia Group, Inc. | Consumer Discretionary | $15.9M | 0.7% | 60K | -14% | |||
| 28 | — | ISHARES TR - ISHARES BIOTECH | — | $15.1M | 0.7% | 72K | -26% | |||
| 29 | $QCOM | QUALCOMM INC/DE | Technology | $13.9M | 0.6% | 76K | -36% | |||
| 30 | $ADBE | ADOBE INC. | Technology | $12.8M | 0.6% | 53K | -48% | |||
| 31 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $12.3M | 0.6% | 34K | -15% | |||
| 32 | — | SPDR SERIES TRUST - ST STR SP BIOT | — | $11.9M | 0.5% | 75K | -16% | |||
| 33 | $CMI | CUMMINS INC | Industrials | $11.8M | 0.5% | 23K | -30% | |||
| 34 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $11.5M | 0.5% | 28K | -0.9% | |||
| 35 | $ECL | ECOLAB INC. | Materials | $11.3M | 0.5% | 41K | -38% | |||
| 36 | $INTU | INTUIT INC. | Technology | $10.8M | 0.5% | 39K | -39% | |||
| 37 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $10.8M | 0.5% | 66K | -30% | |||
| 38 | $INTC | INTEL CORP | Technology | $10.7M | 0.5% | 89K | +723% | |||
| 39 | $ABNB | Airbnb, Inc. | Technology | $10.6M | 0.5% | 66K | -21% | |||
| 40 | $V | VISA INC. | Financials | $10.4M | 0.5% | 29K | -31% | |||
| 41 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $10.1M | 0.5% | 55K | -25% | |||
| 42 | $QXO | QXO, Inc. | Consumer Discretionary | $10.0M | 0.4% | 855K | +28% | |||
| 43 | $SE | Sea Ltd | Industrials | $10.0M | 0.4% | 102K | -24% | |||
| 44 | $DE | DEERE & CO | Industrials | $9.9M | 0.4% | 15K | -9% | |||
| 45 | $MSI | Motorola Solutions, Inc. | Technology | $9.7M | 0.4% | 22K | -56% | |||
| 46 | $VEEV | VEEVA SYSTEMS INC | Technology | $9.4M | 0.4% | 33K | +163% | |||
| 47 | $ALGN | ALIGN TECHNOLOGY INC | Healthcare | $9.3M | 0.4% | 64K | -21% | |||
| 48 | $APP | AppLovin Corp | Technology | $9.3M | 0.4% | 32K | -25% | |||
| 49 | $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | Industrials | $9.0M | 0.4% | 49K | -17% | |||
| 50 | $ADSK | Autodesk, Inc. | Technology | $8.9M | 0.4% | 43K | -32% | |||
| 51 | $MA | Mastercard Inc | Financials | $8.8M | 0.4% | 16K | -13% | |||
| 52 | $CART | Maplebear Inc. | Industrials | $8.8M | 0.4% | 203K | -23% | |||
| 53 | $AVGO | Broadcom Inc. | Technology | $8.6M | 0.4% | 25K | +171% | |||
| 54 | $BLDR | Builders FirstSource, Inc. | Industrials | $8.4M | 0.4% | 147K | +98% | |||
| 55 | $UBER | Uber Technologies, Inc | Technology | $8.4M | 0.4% | 122K | -29% | |||
| 56 | $WMT | Walmart Inc. | Consumer Staples | $8.3M | 0.4% | 80K | -32% | |||
| 57 | $FIGR | Figure Technology Solutions, Inc. | Financials | $8.2M | 0.4% | 286K | +45% | |||
| 58 | $SYK | STRYKER CORP | Healthcare | $8.0M | 0.3% | 29K | -27% | |||
| 59 | $UNP | UNION PACIFIC CORP | Industrials | $7.8M | 0.3% | 29K | -44% | |||
| 60 | $NVS | NOVARTIS AG | Healthcare | $7.7M | 0.3% | 54K | -33% | |||
| 61 | $RL | RALPH LAUREN CORP | Consumer Discretionary | $6.5M | 0.3% | 18K | +68% | |||
| 62 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $6.3M | 0.3% | 24K | -53% | |||
| 63 | — | ISHARES TR - TRUST ISHARE 0-1 | — | $6.0M | 0.3% | 55K | +41% | |||
| 64 | $RDDT | Reddit, Inc. | Technology | $6.0M | 0.3% | 42K | -30% | |||
| 65 | $ABBV | AbbVie Inc. | Healthcare | $6.0M | 0.3% | 23K | -50% | |||
| 66 | $ACN | Accenture plc | Technology | $5.8M | 0.3% | 32K | -55% | |||
| 67 | $ASML | ASML HOLDING NV | Technology | $5.3M | 0.2% | 2,899 | -3% | |||
| 68 | $EW | Edwards Lifesciences Corp | Healthcare | $4.9M | 0.2% | 57K | -52% | |||
| 69 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $4.8M | 0.2% | 3,869 | -58% | |||
| 70 | $PAYX | PAYCHEX INC | Technology | $4.6M | 0.2% | 47K | -46% | |||
| 71 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $4.5M | 0.2% | 84K | -9% | |||
| 72 | $JPM | JPMORGAN CHASE & CO | Financials | $4.4M | 0.2% | 13K | +128% | |||
| 73 | $AMGN | AMGEN INC | Healthcare | $4.4M | 0.2% | 10K | -59% | |||
| 74 | $MRK | Merck & Co., Inc. | Healthcare | $4.2M | 0.2% | 29K | -47% | |||
| 75 | $GLW | CORNING INC /NY | Materials | $3.8M | 0.2% | 25K | -45% | |||
| 76 | $CHD | CHURCH & DWIGHT CO INC /DE/ | Consumer Staples | $3.8M | 0.2% | 40K | -56% | |||
| 77 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $3.8M | 0.2% | 12K | -52% | |||
| 78 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $3.7M | 0.2% | 25K | New | |||
| 79 | $GRMN | GARMIN LTD | Technology | $3.7M | 0.2% | 13K | -9% | |||
| 80 | $DUOL | Duolingo, Inc. | Technology | $3.7M | 0.2% | 26K | +50% | |||
| 81 | $AN | AUTONATION, INC. | Consumer Discretionary | $3.7M | 0.2% | 23K | -49% | |||
| 82 | $CSCO | CISCO SYSTEMS, INC. | Technology | $3.7M | 0.2% | 34K | -51% | |||
| 83 | $DHI | HORTON D R INC /DE/ | Industrials | $3.4M | 0.1% | 25K | -52% | |||
| 84 | $ONON | On Holding AG | Consumer Discretionary | $3.2M | 0.1% | 108K | New | |||
| 85 | $LNG | Cheniere Energy, Inc. | Energy | $3.1M | 0.1% | 12K | -6% | |||
| 86 | $FISV | FISERV INC | Financials | $3.1M | 0.1% | 69K | +13% | |||
| 87 | $TRMB | TRIMBLE INC. | Technology | $3.1M | 0.1% | 54K | -59% | |||
| 88 | $PYPL | PayPal Holdings, Inc. | Financials | $2.9M | 0.1% | 56K | -41% | |||
| 89 | $DAL | DELTA AIR LINES, INC. | Industrials | $2.9M | 0.1% | 34K | -6% | |||
| 90 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $2.8M | 0.1% | 5,690 | -50% | |||
| 91 | $COMP | Compass, Inc. | Real Estate | $2.8M | 0.1% | 313K | -6% | |||
| 92 | — | ISHARES TR - 1 3 YR TREAS BD | — | $2.8M | 0.1% | 34K | -7% | |||
| 93 | $IVZ | Invesco Ltd. | Financials | $2.7M | 0.1% | 13K | -4% | |||
| 94 | $CRL | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. | Healthcare | $2.7M | 0.1% | 9,084 | -62% | |||
| 95 | $MDT | Medtronic plc | Healthcare | $2.5M | 0.1% | 29K | -13% | |||
| 96 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $2.4M | 0.1% | 8,520 | -41% | |||
| 97 | $SPGI | S&P Global Inc. | Financials | $2.4M | 0.1% | 6,109 | -5% | |||
| 98 | $CPAY | CORPAY, INC. | Financials | $2.4M | 0.1% | 6,165 | -17% | |||
| 99 | $ORCL | ORACLE CORP | Technology | $2.4M | 0.1% | 17K | -66% | |||
| 100 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $2.3M | 0.1% | 11K | -25% | |||
| 101 | $BIRK | Birkenstock Holding plc | Consumer Discretionary | $2.3M | 0.1% | 72K | +46% | |||
| 102 | $WAT | WATERS CORP /DE/ | Healthcare | $2.3M | 0.1% | 5,257 | -63% | |||
| 103 | $ZTS | Zoetis Inc. | Healthcare | $2.3M | 0.1% | 32K | -36% | |||
| 104 | $YOU | Clear Secure, Inc. | Technology | $2.2M | 0.1% | 52K | New | |||
| 105 | $VAL | Valaris Ltd | Energy | $2.2M | 0.1% | 28K | -11% | |||
| 106 | $FDX | FEDEX CORP | Industrials | $2.2M | 0.1% | 7,566 | -63% | |||
| 107 | $IBKR | Interactive Brokers Group, Inc. | Financials | $2.1M | 0.1% | 25K | -17% | |||
| 108 | $XYZ | Block, Inc. | Technology | $2.1M | 0.1% | 28K | -33% | |||
| 109 | $MRVL | Marvell Technology, Inc. | Technology | $2.0M | 0.1% | 7,750 | -45% | |||
| 110 | $HCA | HCA Healthcare, Inc. | Healthcare | $2.0M | 0.1% | 4,789 | -47% | |||
| 111 | $SHOP | SHOPIFY INC. | Technology | $2.0M | 0.1% | 14K | +143% | |||
| 112 | $GFF | GRIFFON CORP | Industrials | $2.0M | 0.1% | 21K | -6% | |||
| 113 | $AMR | Alpha Metallurgical Resources, Inc. | Energy | $1.9M | 0.1% | 11K | -7% | |||
| 114 | $RIG | Transocean Ltd. | Energy | $1.9M | 0.1% | 360K | -11% | |||
| 115 | — | ISHARES TR - 20 YR TR BD ETF | — | $1.8M | 0.1% | 23K | New | |||
| 116 | $LYV | Live Nation Entertainment, Inc. | Communication Services | $1.7M | 0.1% | 9,966 | New | |||
| 117 | $NYT | NEW YORK TIMES CO | Communication Services | $1.6M | 0.1% | 25K | New | |||
| 118 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $1.5M | 0.1% | 3,391 | +19% | |||
| 119 | $YUM | YUM BRANDS INC | Consumer Discretionary | $1.5M | 0.1% | 11K | -24% | |||
| 120 | $CAT | CATERPILLAR INC | Industrials | $1.5M | 0.1% | 1,833 | -68% | |||
| 121 | $SYY | SYSCO CORP | Consumer Discretionary | $1.5M | 0.1% | 19K | -48% | |||
| 122 | $TOL | Toll Brothers, Inc. | Industrials | $1.4M | 0.1% | 11K | -45% | |||
| 123 | $LEN | LENNAR CORP /NEW/ | Industrials | $1.4M | 0.1% | 17K | +162% | |||
| 124 | $SLM | SLM Corp | Financials | $1.4M | 0.1% | 61K | -44% | |||
| 125 | $PEP | PEPSICO INC | Consumer Staples | $1.3M | 0.1% | 10K | -52% | |||
| 126 | $BLK | BlackRock, Inc. | Financials | $1.2M | 0.1% | 1,160 | -35% | |||
| 127 | — | ISHARES INC - MSCI STH KOR ETF | — | $1.2M | 0.1% | 6,564 | New | |||
| 128 | $THC | TENET HEALTHCARE CORP | Healthcare | $1.2M | 0.1% | 4,647 | -6% | |||
| 129 | $ABT | ABBOTT LABORATORIES | Healthcare | $1.0M | 0.1% | 10K | -56% | |||
| 130 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $1.0M | 0.1% | 11K | +7% | |||
| 131 | $KO | COCA COLA CO | Consumer Staples | $956K | 0.0% | 11K | -32% | |||
| 132 | — | ISHARES TR - US HLTHCR PR ETF | — | $917K | 0.0% | 17K | +7% | |||
| 133 | — | ROUNDHILL ETF TRUST - MEMORY ETF | — | $905K | 0.0% | 15K | New | |||
| 134 | $CVS | CVS HEALTH Corp | Healthcare | $890K | 0.0% | 10K | +17% | |||
| 135 | $UAL | United Airlines Holdings, Inc. | Industrials | $888K | 0.0% | 8,000 | New | |||
| 136 | $GLD | SPDR GOLD TRUST | Financials | $873K | 0.0% | 2,291 | +6% | |||
| 137 | $FAST | FASTENAL CO | Industrials | $869K | 0.0% | 18K | -77% | |||
| 138 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $840K | 0.0% | 1,245 | -8% | |||
| 139 | $DCI | DONALDSON Co INC | Industrials | $818K | 0.0% | 9,400 | — | |||
| 140 | $ULTA | Ulta Beauty, Inc. | Consumer Discretionary | $808K | 0.0% | 1,480 | -10% | |||
| 141 | $IDXX | IDEXX LABORATORIES INC /DE | Healthcare | $783K | 0.0% | 1,500 | -0.7% | |||
| 142 | — | ISHARES TR - IBOXX INV CP ETF | — | $762K | 0.0% | 7,458 | -2% | |||
| 143 | $RTX | RTX Corp | Industrials | $750K | 0.0% | 4,040 | -25% | |||
| 144 | — | VANECK ETF TRUST - OIL SERVICES ETF | — | $743K | 0.0% | 1,965 | +7% | |||
| 145 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $692K | 0.0% | 4,762 | -40% | |||
| 146 | $TPR | TAPESTRY, INC. | Consumer Discretionary | $690K | 0.0% | 6,000 | New | |||
| 147 | $GS | GOLDMAN SACHS GROUP INC | Financials | $685K | 0.0% | 761 | -42% | |||
| 148 | $MCD | MCDONALDS CORP | Consumer Discretionary | $668K | 0.0% | 2,892 | -72% | |||
| 149 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $631K | 0.0% | 4,232 | -74% | |||
| 150 | $TSLA | Tesla, Inc. | Consumer Discretionary | $624K | 0.0% | 1,759 | -50% |
What changed in Q3 2026
Against the previous quarter's 13F: 15 new, 31 added to, 146 trimmed, 33 sold out. Share-count changes; largest moves by dollar size first.
New positions (15)
- EA SERIES TRUST - INVESTMENT HOUSE$622.5M
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$3.7Mfirst bought this quarter
$ONONOn Holding AG$3.2M
first bought this quarter
$YOUClear Secure, Inc.$2.2M
first bought this quarter
- ISHARES TR - 20 YR TR BD ETF$1.8M
first bought this quarter
$LYVLive Nation Entertainment, Inc.$1.7M
first bought this quarter
+9 more in the Excel export
Added to (31)
now $26.6M · held 11+ qtrs
$INTCINTEL CORP+723%
now $10.7M · held 6 qtrs
$VEEVVEEVA SYSTEMS INC+163%
now $9.4M · held 2 qtrs, 2 adds in a row
$AVGOBroadcom Inc.+171%
now $8.6M · held 11+ qtrs
$BLDRBuilders FirstSource, Inc.+98%
now $8.4M · held 9 qtrs
$RLRALPH LAUREN CORP+68%
now $6.5M · held 11+ qtrs
+25 more in the Excel export
Trimmed (146)
now $104.7M · held 11+ qtrs, 2 trims in a row
now $94.9M · held 11+ qtrs, 3 trims in a row
now $61.2M · held 11+ qtrs, 3 trims in a row
now $84.7M · held 11+ qtrs
now $77.5M · held 11+ qtrs, 2 trims in a row
now $41.0M · held 11+ qtrs, 4 trims in a row
+140 more in the Excel export
Holdings by quarter
Every 13F INVESTMENT HOUSE LLC has filed, 42 earlier quarters. Pick one to see what it held then.
Is it too late to follow INVESTMENT HOUSE?
Q3 2026 13F filed with the SEC on Oct 21, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of INVESTMENT HOUSE's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-4.0%
Value-weighted move of the 10 largest stock positions
Turnover
31%
Last quarter; 44% over the last 4
Top 10 weight
57%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
96%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
INVESTMENT HOUSE LLC disclosed 203 positions worth $2.3B in its Form 13F-HR for Q3 2026, followed by $AAPL and $DELL. During the quarter the fund opened 15 new positions and exited 33 and a full exit from $GEV. The portfolio is most concentrated in Technology (37.8% of disclosed assets). All figures are sourced directly from INVESTMENT HOUSE LLC’s Form 13F-HR filing with the SEC under CIK 1566030.
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AI-Powered Hedge Fund Analysis: INVESTMENT HOUSE LLC
13F Pro is an AI hedge fund tracker and stock research platform. For INVESTMENT HOUSE LLC (SEC CIK: 1566030), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in INVESTMENT HOUSE LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.