Investment House LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 31, 2026), Investment House LLC reported 220 stock positions worth $2.2 billion. Its top holding was Apple (AAPL) at 6.7% of the portfolio, followed by Alphabet Class A (GOOGL, 5.5%) and Dell Technologies -C (DELL, 4.8%). Compared with Q1 2026, it opened 15 new positions, sold out of 19, added to 42 and reduced 126. The biggest buy was Molina Healthcare (MOH, shares +49%) and the biggest sale Intuit (INTU, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- REDONDO BEACH, CA
- CIK
- 0001566030
- Portfolio Value
- $2.2B (Q2 2026)
- SEC Filing
- 0001398344-26-013195 ↗ filed Jul 31, 2026
Holdings Value
Holdings 220 stocks · $2.2B
| AAPL Apple Inc. | 6.70% | 511,759 | $148.1M | Reduce -4.2% |
| GOOGL Alphabet Inc. Class A | 5.47% | 338,423 | $120.9M | Add +1.4% |
| DELL Dell Technologies -C | 4.77% | 244,395 | $105.4M | Reduce -2.3% |
| META Meta Platforms Inc. Class A | 4.10% | 161,072 | $90.7M | Add +1.0% |
| AMZN Amazon.com Inc. | 3.76% | 348,447 | $83.0M | Add +6.7% |
| NVDA Nvidia Corp. | 3.73% | 412,272 | $82.5M | Reduce -4.2% |
| MSFT Microsoft Corp. | 3.40% | 201,427 | $75.1M | Reduce -3.5% |
| GOOG Alphabet Inc. Class C | 3.01% | 188,492 | $66.6M | Reduce -3.8% |
| COST Costco Wholesale Corp. | 2.64% | 62,273 | $58.3M | Reduce -1.0% |
| NBIS Nebius Group NV | 2.62% | 209,648 | $57.9M | Reduce -3.1% |
| LLY Eli Lilly & Co. | 2.51% | 46,347 | $55.6M | Reduce -0.2% |
| MOH Molina Healthcare Inc. | 2.00% | 193,751 | $44.3M | Add +49.0% |
| MELI MercadoLibre Inc. | 1.72% | 22,371 | $38.0M | Add +57.2% |
| AXP American Express Co. | 1.72% | 112,119 | $37.9M | Reduce -4.4% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 1.39% | 2,306,445 | $30.8M | Reduce -10.6% |
| WSM Williams-Sonoma Inc. | 1.39% | 132,046 | $30.8M | Reduce -0.9% |
| TXN Texas Instruments Inc. | 1.39% | 103,080 | $30.7M | Reduce -0.3% |
| PGR Progressive Corp. | 1.36% | 137,271 | $30.0M | Add +76.8% |
| WM Waste Management Inc. | 1.32% | 130,596 | $29.1M | Reduce -0.5% |
| MU Micron Technology Inc. | 1.22% | 23,375 | $27.0M | Reduce -12.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.08% | 31,415 | $24.0M | Reduce -1.6% |
| CMI Cummins Inc. | 1.05% | 32,702 | $23.3M | Reduce -2.0% |
| JNJ Johnson & Johnson | 1.05% | 91,185 | $23.2M | Reduce -1.4% |
| SFM Sprouts Farmers Market Inc. | 1.01% | 265,091 | $22.4M | Add +61.4% |
| ICE Intercontinental Exchange Inc. | 1.00% | 180,263 | $22.2M | Reduce -0.9% |
| APP AppLovin Corp. Class A | 0.99% | 42,657 | $22.0M | Reduce -6.2% |
| QCOM Qualcomm Inc. | 0.99% | 118,207 | $21.8M | Reduce -8.3% |
| AMD Advanced Micro Devices | 0.98% | 37,355 | $21.7M | Reduce -2.6% |
| ADBE Adobe Inc. | 0.96% | 103,486 | $21.2M | Add +10.1% |
| MSI Motorola Solutions Inc. | 0.92% | 49,163 | $20.4M | Reduce -1.7% |
| ECL Ecolab Inc. | 0.85% | 67,144 | $18.7M | Reduce -0.6% |
| IBB iShares Biotechnology ETF | 0.83% | 96,715 | $18.4M | Reduce -1.0% |
| EXPE Expedia Group Inc. | 0.81% | 69,964 | $17.9M | Reduce -2.8% |
| BKNG Booking Holdings Inc. | 0.76% | 94,513 | $16.8M | Reduce -0.9% |
| INTU Intuit Inc. | 0.76% | 64,464 | $16.8M | Reduce -3.2% |
| UNH Unitedhealth Group Inc. | 0.74% | 39,389 | $16.4M | Reduce -3.6% |
| LOW Lowe's Cos Inc. | 0.72% | 72,399 | $16.0M | Reduce -10.6% |
| V Visa Inc. Class A | 0.66% | 42,224 | $14.5M | Reduce -12.9% |
| XBI SS SPDR S&P Biotech ETF | 0.64% | 89,915 | $14.2M | Reduce -1.6% |
| UNP Union Pacific Corp. | 0.63% | 51,341 | $14.0M | Reduce -2.4% |
| ALGN Align Technology Inc. | 0.62% | 80,802 | $13.6M | Reduce -1.9% |
| WMT Walmart Inc. | 0.60% | 117,477 | $13.3M | Add +0.4% |
| SE Sea Ltd.-ADR | 0.58% | 134,228 | $12.9M | Reduce -2.2% |
| NVS Novartis AG-Sponsored ADR | 0.57% | 80,147 | $12.6M | Reduce -2.0% |
| CART Maplebear Inc. | 0.57% | 265,098 | $12.6M | Reduce -4.1% |
| SYK Stryker Corp. | 0.56% | 39,492 | $12.4M | Reduce -2.0% |
| GWW WW Grainger Inc. | 0.56% | 9,129 | $12.4M | Reduce -1.4% |
| UBER Uber Technologies Inc. | 0.56% | 171,290 | $12.4M | Add +2.0% |
| ADSK Autodesk Inc. | 0.55% | 62,739 | $12.2M | Reduce -1.4% |
| ABNB Airbnb Inc. Class A | 0.54% | 84,012 | $12.0M | Reduce -2.3% |
| ABBV Abbvie Inc. | 0.52% | 45,938 | $11.6M | Reduce -0.7% |
| QXO Qxo Inc. | 0.52% | 666,405 | $11.5M | Reduce -22.2% |
| GLW Corning Inc. | 0.52% | 44,965 | $11.5M | Reduce -10.1% |
| ADP Automatic Data Processing | 0.52% | 51,211 | $11.5M | Reduce -39.6% |
| ISRG Intuitive Surgical Inc. | 0.51% | 28,505 | $11.3M | Reduce -0.6% |
| EW Edwards Lifesciences Corp. | 0.49% | 118,775 | $10.7M | Reduce -0.2% |
| RDDT Reddit Inc. Class A | 0.47% | 59,983 | $10.4M | Reduce -1.9% |
| DE Deere & Co. | 0.46% | 16,152 | $10.2M | Add +0.3% |
| EXPD Expeditors Intl Wash Inc. | 0.43% | 58,358 | $9.5M | Add +0.0% |
| MA Mastercard Inc. Class A | 0.43% | 18,326 | $9.4M | Reduce -35.7% |
| AMGN Amgen Inc. | 0.41% | 25,068 | $9.1M | Reduce -1.8% |
| ACN Accenture PLC Class A | 0.40% | 71,468 | $8.9M | Add +24.8% |
| CHD Church & Dwight Co. Inc. | 0.40% | 91,464 | $8.9M | Reduce -5.0% |
| PAYX Paychex Inc. | 0.38% | 86,341 | $8.5M | Reduce -44.9% |
| AN Autonation Inc. | 0.38% | 45,680 | $8.5M | Add +0.0% |
| DHI D.R. Horton Inc. | 0.38% | 51,246 | $8.3M | Reduce -4.9% |
| CSCO Cisco Systems Inc. | 0.37% | 69,100 | $8.1M | Reduce -5.9% |
| NSC Norfolk Southern Corp. | 0.36% | 25,482 | $8.0M | Reduce -1.1% |
| ORCL Oracle Corp. | 0.34% | 51,196 | $7.5M | Reduce -3.2% |
| MRK Merck & Co. Inc. | 0.32% | 55,020 | $7.1M | Reduce -0.4% |
| TRMB Trimble Inc. | 0.31% | 131,936 | $6.8M | Reduce -5.9% |
| BLDR Builders Firstsource Inc. | 0.30% | 74,600 | $6.7M | Reduce -22.3% |
| FDX FedEx Corp. | 0.29% | 20,707 | $6.5M | Reduce -1.2% |
| CAT Caterpillar Inc. | 0.28% | 5,798 | $6.2M | Reduce -0.2% |
| FIGR Figure Technology Solut Class A | 0.27% | 197,255 | $6.1M | Reduce -20.1% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.27% | 2,989 | $5.9M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 11,318 | $5.7M | Add +1.9% |
| CRL Charles River Laboratories | 0.25% | 24,018 | $5.4M | No change |
| WAT Waters Corp. | 0.24% | 14,163 | $5.3M | Add +1.1% |
| BAC Bank of America Corp. | 0.24% | 92,248 | $5.3M | Reduce -2.9% |
| HD Home Depot Inc. | 0.23% | 14,463 | $5.1M | Reduce -3.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.21% | 6,292 | $4.7M | New |
| RL Ralph Lauren Corp. | 0.20% | 10,930 | $4.4M | Reduce -6.0% |
| SHV iShares 0-1 Year Treasury Bo | 0.19% | 38,665 | $4.3M | Add +3.0% |
| NFLX Netflix Inc. | 0.19% | 59,428 | $4.2M | Add +1164.4% |
| MRVL Marvell Technology Inc. | 0.19% | 14,215 | $4.2M | Reduce -1.4% |
| COMP Compass Inc. Class A | 0.19% | 332,030 | $4.1M | Add +1.1% |
| PYPL PayPal Holdings Inc. | 0.18% | 94,451 | $4.1M | Reduce -2.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.18% | 14,305 | $4.0M | Reduce -1.7% |
| FAST Fastenal Co. | 0.17% | 77,006 | $3.7M | Reduce -0.6% |
| ZTS Zoetis Inc. | 0.17% | 50,868 | $3.7M | Add +172.9% |
| HCA HCA Healthcare Inc. | 0.16% | 9,048 | $3.5M | Add +1408.0% |
| DAL Delta Air Lines Inc. | 0.15% | 36,511 | $3.4M | New |
| AVGO Broadcom Inc. | 0.15% | 9,040 | $3.4M | Reduce -1.0% |
| GRMN Garmin Ltd. | 0.15% | 14,225 | $3.4M | No change |
| XYZ Block Inc. | 0.15% | 42,693 | $3.2M | Reduce -4.3% |
| TOL Toll Brothers Inc. | 0.15% | 19,581 | $3.2M | Reduce -48.0% |
| GEV GE Vernova Inc. | 0.14% | 2,578 | $3.0M | New |
| SYY Sysco Corp. | 0.14% | 36,105 | $3.0M | Add +2.0% |
| SHY iShares 1-3 Year Treasury Bo | 0.14% | 36,700 | $3.0M | Reduce -4.1% |
Portfolio Sells Q1 2026 → Q2 2026
| INTU Intuit Inc. | Reduce -3.2% | 0.76% | −0.74 |
| COST Costco Wholesale Corp. | Reduce -1.0% | 2.64% | −0.63 |
| MSFT Microsoft Corp. | Reduce -3.5% | 3.40% | −0.62 |
| FDS Factset Research Systems Inc. | Sold out | 0.00% | −0.62 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -10.6% | 1.39% | −0.54 |
| ICE Intercontinental Exchange Inc. | Reduce -0.9% | 1.00% | −0.48 |
| ADP Automatic Data Processing | Reduce -39.6% | 0.52% | −0.38 |
| PAYX Paychex Inc. | Reduce -44.9% | 0.38% | −0.37 |
| AAPL Apple Inc. | Reduce -4.2% | 6.70% | −0.36 |
| QXO Qxo Inc. | Reduce -22.2% | 0.52% | −0.35 |
| WBD Warner Bros Discovery Inc. | Sold out | 0.00% | −0.32 |
| MA Mastercard Inc. Class A | Reduce -35.7% | 0.43% | −0.31 |
| LOW Lowe's Cos Inc. | Reduce -10.6% | 0.72% | −0.27 |
| WM Waste Management Inc. | Reduce -0.5% | 1.32% | −0.25 |
| ADSK Autodesk Inc. | Reduce -1.4% | 0.55% | −0.24 |
| VAL Valaris Ltd. | Reduce -51.5% | 0.10% | −0.22 |
| MSI Motorola Solutions Inc. | Reduce -1.7% | 0.92% | −0.21 |
| SOLV Solventum Corp. | Sold out | 0.00% | −0.18 |
| ISRG Intuitive Surgical Inc. | Reduce -0.6% | 0.51% | −0.18 |
| NVDA Nvidia Corp. | Reduce -4.2% | 3.73% | −0.17 |
| TRMB Trimble Inc. | Reduce -5.9% | 0.31% | −0.17 |
| FIGR Figure Technology Solut Class A | Reduce -20.1% | 0.27% | −0.16 |
| AXP American Express Co. | Reduce -4.4% | 1.72% | −0.13 |
| JNJ Johnson & Johnson | Reduce -1.4% | 1.05% | −0.13 |
| SYK Stryker Corp. | Reduce -2.0% | 0.56% | −0.13 |
| TOL Toll Brothers Inc. | Reduce -48.0% | 0.15% | −0.12 |
| ALGN Align Technology Inc. | Reduce -1.9% | 0.62% | −0.12 |
| BLDR Builders Firstsource Inc. | Reduce -22.3% | 0.30% | −0.11 |
| RSP Invesco S&P 500 Equal Weight | Reduce -43.0% | 0.13% | −0.11 |
| V Visa Inc. Class A | Reduce -12.9% | 0.66% | −0.11 |
| VLO Valero Energy Corp. | Sold out | 0.00% | −0.10 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -68.9% | 0.06% | −0.10 |
| JPM JPMorgan Chase & Co. | Reduce -51.6% | 0.09% | −0.10 |
| FDX FedEx Corp. | Reduce -1.2% | 0.29% | −0.10 |
| ECL Ecolab Inc. | Reduce -0.6% | 0.85% | −0.09 |
| JD Jd.com Inc.-ADR | Sold out | 0.00% | −0.08 |
| RACE Ferrari NV | Reduce -46.2% | 0.09% | −0.08 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.08 |
| NVS Novartis AG-Sponsored ADR | Reduce -2.0% | 0.57% | −0.08 |
| NKE Nike Inc. Class B | Reduce -29.0% | 0.07% | −0.08 |
| CPNG Coupang Inc. | Reduce -25.9% | 0.11% | −0.07 |
| BKNG Booking Holdings Inc. | Reduce -0.9% | 0.76% | −0.07 |
| MDT Medtronic PLC | Reduce -20.8% | 0.12% | −0.07 |
| CHD Church & Dwight Co. Inc. | Reduce -5.0% | 0.40% | −0.07 |
| ORCL Oracle Corp. | Reduce -3.2% | 0.34% | −0.07 |
| XP XP Inc. Class A | Reduce -58.5% | 0.03% | −0.06 |
| AMGN Amgen Inc. | Reduce -1.8% | 0.41% | −0.06 |
| EXPE Expedia Group Inc. | Reduce -2.8% | 0.81% | −0.05 |
| RIG Transocean Ltd. | Reduce -1.2% | 0.09% | −0.05 |
| GDXJ Vaneck Junior Gold Miners | Sold out | 0.00% | −0.05 |
Portfolio Buys Q1 2026 → Q2 2026
| MOH Molina Healthcare Inc. | Add +49.0% | 2.00% | +1.10 |
| PGR Progressive Corp. | Add +76.8% | 1.36% | +0.56 |
| GOOGL Alphabet Inc. Class A | Add +1.4% | 5.47% | +0.48 |
| MELI MercadoLibre Inc. | Add +57.2% | 1.72% | +0.44 |
| SFM Sprouts Farmers Market Inc. | Add +61.4% | 1.01% | +0.35 |
| AMZN Amazon.com Inc. | Add +6.7% | 3.76% | +0.22 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.21% | +0.21 |
| NFLX Netflix Inc. | Add +1164.4% | 0.19% | +0.17 |
| DAL Delta Air Lines Inc. | New | 0.15% | +0.15 |
| HCA HCA Healthcare Inc. | Add +1408.0% | 0.16% | +0.14 |
| GEV GE Vernova Inc. | New | 0.14% | +0.14 |
| SPGI S&P Global Inc. Class W | New | 0.12% | +0.12 |
| MCO Moody's Corp. | New | 0.12% | +0.12 |
| VEEV Veeva Systems Inc. Class A | New | 0.10% | +0.10 |
| CRM Salesforce Inc. | Add +1205.2% | 0.11% | +0.10 |
| BIRK Birkenstock Holding PLC | New | 0.10% | +0.10 |
| HPE Hewlett Packard Enterprise | New | 0.08% | +0.08 |
| CHTR Charter Communications Inc. Class A | New | 0.08% | +0.08 |
| COMP Compass Inc. Class A | Add +1.1% | 0.19% | +0.06 |
| ZTS Zoetis Inc. | Add +172.9% | 0.17% | +0.05 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.04% | +0.04 |
| FISV Fiserv Inc. | Add +93.0% | 0.14% | +0.04 |
| THC Tenet Healthcare Corp. | New | 0.04% | +0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.04% | +0.04 |
| WAT Waters Corp. | Add +1.1% | 0.24% | +0.02 |
| XLE SS Energy Select Sector | New | 0.02% | +0.02 |
| SMH Vaneck Semiconductor ETF | New | 0.02% | +0.02 |
| PM Philip Morris International | New | 0.01% | +0.01 |
| CVS CVS Health Corp. | Add +11.6% | 0.04% | +0.01 |
| IHF iShares U.S. Healthcare Prov | Add +3.4% | 0.04% | +0.01 |
| SYY Sysco Corp. | Add +2.0% | 0.14% | +0.01 |
| TTWO Take-Two Interactive Softwre | Add +4.0% | 0.03% | +0.00 |
| GPN Global Payments Inc. | Add +30.4% | 0.02% | +0.00 |
| MO Altria Group Inc. | Add +32.2% | 0.01% | +0.00 |
| A Agilent Technologies Inc. | Add +3.1% | 0.05% | +0.00 |
| USB US Bancorp | Add +3.3% | 0.02% | +0.00 |
| SBUX Starbucks Corp. | Add +2.3% | 0.03% | +0.00 |
| RPM RPM International Inc. | Add +4.4% | 0.01% | +0.00 |
| UPS United Parcel Service Class B | Add +2.8% | 0.01% | −0.00 |
| TGT Target Corp. | Add +3.9% | 0.02% | −0.00 |
| WAGN Pabrai Wagons ETF | Add +3.7% | 0.01% | −0.00 |
| TSLA Tesla Inc. | Add +0.1% | 0.07% | −0.00 |
| CL Colgate-Palmolive Co. | Add +0.1% | 0.04% | −0.00 |
| DXC DXC Technology Co. | Add +0.0% | 0.01% | −0.00 |
| EXPD Expeditors Intl Wash Inc. | Add +0.0% | 0.43% | −0.00 |
| OIH Vaneck Oil Services ETF | Add +4.2% | 0.03% | −0.01 |
| DE Deere & Co. | Add +0.3% | 0.46% | −0.01 |
| GLD SPDR Gold Shares | Add +3.8% | 0.04% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.9% | 0.26% | −0.02 |
| LULU Lululemon Athletica Inc. | Add +14.3% | 0.06% | −0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026Amended | 220 | $2.2B | AAPL, GOOGL, DELL, META, AMZN |
| Q1 2026 | 223 | $1.9B | AAPL, GOOGL, META, MSFT, NVDA |
| Q4 2025 | 215 | $2.1B | AAPL, GOOGL, META, MSFT, NVDA |
| Q3 2025 | 222 | $2.1B | AAPL, META, MSFT, GOOGL, NVDA |
| Q2 2025 | 216 | $2.0B | META, AAPL, MSFT, AMZN, NVDA |
| Q1 2025 | 213 | $1.8B | AAPL, META, MSFT, AMZN, COST |
| Q4 2024 | 199 | $1.8B | AAPL, META, MSFT, AMZN, GOOGL |
| Q3 2024 | 206 | $1.9B | AAPL, META, MSFT, GOOGL, AMZN |
| Q2 2024 | 203 | $1.8B | AAPL, MSFT, META, NVDA, AMZN |
| Q1 2024 | 211 | $1.7B | AAPL, MSFT, META, INTU, AMZN |