Investment House LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 2, 2024), Investment House LLC reported 211 stock positions worth $1.7 billion. Its top holding was Apple (AAPL) at 7.0% of the portfolio, followed by Microsoft (MSFT, 6.0%) and Meta Platforms Class A (META, 5.3%). Compared with Q4 2023, it opened 32 new positions, sold out of 12, added to 86 and reduced 57. The biggest buy was Meta Platforms Class A (META, shares +9%) and the biggest sale Taiwan Semiconductor-SP ADR (TSM, shares −71%).
- Most Recent 13F
- Q2 2026
- Location
- REDONDO BEACH, CA
- CIK
- 0001566030
- Portfolio Value
- $1.7B (Q1 2024)
- SEC Filing
- 0001398344-24-008544 ↗ filed May 2, 2024
Holdings Value
Holdings 211 stocks · $1.7B
| AAPL Apple Inc. | 7.02% | 696,155 | $119.4M | Add +8.0% |
| MSFT Microsoft Corp. | 5.95% | 240,634 | $101.2M | Add +27.3% |
| META Meta Platforms Inc. Class A | 5.34% | 187,045 | $90.8M | Add +9.2% |
| INTU Intuit Inc. | 3.87% | 101,423 | $65.9M | Add +1.2% |
| AMZN Amazon.com Inc. | 3.75% | 353,704 | $63.8M | Add +8.7% |
| NVDA Nvidia Corp. | 3.50% | 65,964 | $59.6M | Reduce -5.1% |
| GOOGL Alphabet Inc. Class A | 3.07% | 346,579 | $52.3M | Add +2.2% |
| COST Costco Wholesale Corp. | 2.93% | 68,138 | $49.9M | Add +2.5% |
| ADBE Adobe Inc. | 2.82% | 94,923 | $47.9M | Add +2.4% |
| GOOG Alphabet Inc. Class C | 2.47% | 276,088 | $42.0M | Add +1.9% |
| LLY Eli Lilly & Co. | 2.26% | 49,320 | $38.4M | Add +0.3% |
| ACN Accenture PLC Class A | 1.92% | 94,013 | $32.6M | Add +3.0% |
| WM Waste Management Inc. | 1.65% | 131,949 | $28.1M | Add +9.6% |
| MSI Motorola Solutions Inc. | 1.64% | 78,442 | $27.8M | Add +9.8% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 1.49% | 2,125,034 | $25.4M | Add +7.3% |
| ICE Intercontinental Exchange Inc. | 1.41% | 174,829 | $24.0M | Reduce -0.3% |
| PAYX Paychex Inc. | 1.31% | 181,081 | $22.2M | Add +8.6% |
| AXP American Express Co. | 1.30% | 96,774 | $22.0M | Add +6.4% |
| ADP Automatic Data Processing | 1.28% | 87,532 | $21.9M | Add +7.7% |
| TXN Texas Instruments Inc. | 1.25% | 121,972 | $21.2M | Add +8.0% |
| QCOM Qualcomm Inc. | 1.18% | 118,453 | $20.1M | Add +8.1% |
| MELI MercadoLibre Inc. | 1.12% | 12,648 | $19.1M | Add +20.7% |
| LOW Lowe's Cos Inc. | 1.10% | 73,527 | $18.7M | Add +21.8% |
| CRL Charles River Laboratories | 1.09% | 68,245 | $18.5M | Add +0.2% |
| WSM Williams-Sonoma Inc. | 1.06% | 56,967 | $18.1M | Add +27.1% |
| MRK Merck & Co. Inc. | 1.05% | 135,111 | $17.8M | Add +10.4% |
| ADSK Autodesk Inc. | 0.96% | 62,835 | $16.4M | Add +14.0% |
| EW Edwards Lifesciences Corp. | 0.96% | 171,138 | $16.4M | Add +9.5% |
| DE Deere & Co. | 0.95% | 39,503 | $16.2M | Add +0.9% |
| CHD Church & Dwight Co. Inc. | 0.89% | 145,303 | $15.2M | Reduce -1.1% |
| ZTS Zoetis Inc. | 0.88% | 88,492 | $15.0M | Add +11.1% |
| ECL Ecolab Inc. | 0.87% | 64,459 | $14.9M | Reduce -0.4% |
| V Visa Inc. Class A | 0.83% | 50,705 | $14.2M | Add +31.3% |
| SYK Stryker Corp. | 0.83% | 39,296 | $14.1M | Add +6.7% |
| BKNG Booking Holdings Inc. | 0.81% | 3,778 | $13.7M | Add +16.8% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.79% | 13,199 | $13.4M | Reduce -2.0% |
| UNP Union Pacific Corp. | 0.78% | 53,846 | $13.2M | Add +14.9% |
| FDX FedEx Corp. | 0.77% | 45,100 | $13.1M | Add +8.0% |
| PYPL PayPal Holdings Inc. | 0.70% | 178,851 | $12.0M | Reduce -3.3% |
| JNJ Johnson & Johnson | 0.70% | 75,589 | $12.0M | Add +6.7% |
| ISRG Intuitive Surgical Inc. | 0.67% | 28,725 | $11.5M | No change |
| IBB iShares Biotechnology ETF | 0.65% | 80,675 | $11.1M | Add +17.0% |
| MA Mastercard Inc. Class A | 0.63% | 22,258 | $10.7M | Add +28.1% |
| TRMB Trimble Inc. | 0.59% | 154,835 | $10.0M | Add +10.0% |
| ABBV Abbvie Inc. | 0.58% | 54,453 | $9.9M | Reduce -0.6% |
| GPN Global Payments Inc. | 0.56% | 71,353 | $9.5M | Add +3.9% |
| RH RH | 0.56% | 27,348 | $9.5M | Reduce -15.1% |
| AMGN Amgen Inc. | 0.55% | 32,996 | $9.4M | Add +16.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.55% | 29,045 | $9.3M | Add +0.5% |
| FAST Fastenal Co. | 0.54% | 119,453 | $9.2M | Reduce -0.4% |
| CMI Cummins Inc. | 0.53% | 30,391 | $9.0M | Add +24.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.52% | 235,069 | $8.9M | Add +16.8% |
| HPQ HP Inc. | 0.52% | 290,075 | $8.8M | Add +26.6% |
| AN Autonation Inc. | 0.48% | 49,615 | $8.2M | Add +42.8% |
| EXPD Expeditors Intl Wash Inc. | 0.48% | 67,434 | $8.2M | Add +29.8% |
| XYZ Block Inc. | 0.47% | 95,411 | $8.1M | Add +47.6% |
| ORCL Oracle Corp. | 0.47% | 64,111 | $8.1M | Reduce -0.8% |
| NVS Novartis AG-Sponsored ADR | 0.47% | 82,079 | $7.9M | Add +1.3% |
| CSCO Cisco Systems Inc. | 0.46% | 155,674 | $7.8M | Reduce -2.8% |
| STZ Constellation Brands Inc. Class A | 0.45% | 27,902 | $7.6M | Add +21.6% |
| WMT Walmart Inc. | 0.42% | 118,113 | $7.1M | Reduce -1.6% |
| UPS United Parcel Service Class B | 0.41% | 47,399 | $7.0M | Add +4.9% |
| SE Sea Ltd.-ADR | 0.41% | 130,660 | $7.0M | Add +36.1% |
| NKE Nike Inc. Class B | 0.41% | 74,577 | $7.0M | Add +0.3% |
| PEP Pepsico Inc. | 0.41% | 39,520 | $6.9M | Add +19.1% |
| NSC Norfolk Southern Corp. | 0.40% | 26,524 | $6.8M | Reduce -0.6% |
| MDLZ Mondelez International Inc. Class A | 0.39% | 95,386 | $6.7M | Add +25.3% |
| EXPE Expedia Group Inc. | 0.34% | 41,670 | $5.7M | New |
| HD Home Depot Inc. | 0.32% | 14,313 | $5.5M | Reduce -8.0% |
| LIN Linde PLC | 0.32% | 11,661 | $5.4M | Add +0.1% |
| WAT Waters Corp. | 0.31% | 15,465 | $5.3M | Reduce -0.3% |
| BA The Boeing Co. | 0.31% | 27,257 | $5.3M | New |
| DOW Dow Inc. | 0.31% | 90,401 | $5.2M | Add +53.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 11,718 | $4.9M | Reduce -30.1% |
| MU Micron Technology Inc. | 0.28% | 41,133 | $4.8M | Add +672.3% |
| SHV iShares 0-1 Year Treasury Bo | 0.28% | 43,354 | $4.8M | Add +1.4% |
| UNH Unitedhealth Group Inc. | 0.28% | 9,555 | $4.7M | No change |
| UBER Uber Technologies Inc. | 0.28% | 61,234 | $4.7M | Add +16.4% |
| SMG Scotts Miracle-Gro Co. | 0.27% | 61,895 | $4.6M | Add +0.6% |
| KVUE Kenvue Inc. | 0.22% | 171,200 | $3.7M | Add +104.4% |
| DELL Dell Technologies -C | 0.21% | 32,056 | $3.7M | New |
| DHR Danaher Corp. | 0.21% | 14,511 | $3.6M | Add +68.4% |
| OXY Occidental Petroleum Corp. | 0.21% | 55,750 | $3.6M | New |
| TMO Thermo Fisher Scientific Inc. | 0.21% | 6,030 | $3.5M | Add +67.9% |
| SYY Sysco Corp. | 0.20% | 41,911 | $3.4M | Reduce -3.5% |
| MDT Medtronic PLC | 0.20% | 38,228 | $3.3M | Add +175.1% |
| CMG Chipotle Mexican Grill Inc. | 0.18% | 1,033 | $3.0M | Add +2.5% |
| ABT Abbott Laboratories | 0.17% | 26,087 | $3.0M | Reduce -0.9% |
| MCD McDonald's Corp. | 0.17% | 10,283 | $2.9M | Add +63.7% |
| ADI Analog Devices Inc. | 0.16% | 13,880 | $2.7M | Add +1.5% |
| APP AppLovin Corp. Class A | 0.16% | 39,144 | $2.7M | New |
| BLK BlackRock Finance Inc. | 0.16% | 3,243 | $2.7M | Add +80.7% |
| SCHW Schwab (charles) Corp. | 0.16% | 37,130 | $2.7M | Reduce -16.8% |
| HTZ Hertz Global Hldgs Inc. | 0.15% | 322,025 | $2.5M | Reduce -9.3% |
| YUM Yum! Brands Inc. | 0.15% | 18,156 | $2.5M | Reduce -1.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.15% | 13,125 | $2.5M | Add +210.7% |
| TOL Toll Brothers Inc. | 0.13% | 17,356 | $2.2M | Reduce -0.6% |
| GRMN Garmin Ltd. | 0.13% | 14,625 | $2.2M | Add +263.4% |
| DHI D.R. Horton Inc. | 0.12% | 12,839 | $2.1M | Reduce -3.4% |
| CAT Caterpillar Inc. | 0.12% | 5,623 | $2.1M | No change |
Portfolio Sells Q4 2023 → Q1 2024
| TSM Taiwan Semiconductor-SP ADR | Reduce -70.8% | 0.11% | −0.23 |
| JPM JPMorgan Chase & Co. | Reduce -74.0% | 0.06% | −0.18 |
| ICE Intercontinental Exchange Inc. | Reduce -0.3% | 1.41% | −0.18 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -30.1% | 0.29% | −0.13 |
| TTWO Take-Two Interactive Softwre | Reduce -53.8% | 0.07% | −0.13 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.13 |
| CPNG Coupang Inc. | Reduce -68.7% | 0.05% | −0.13 |
| CSCO Cisco Systems Inc. | Reduce -2.8% | 0.46% | −0.12 |
| HTZ Hertz Global Hldgs Inc. | Reduce -9.3% | 0.15% | −0.11 |
| LAD Lithia Motors Inc. | Reduce -66.8% | 0.04% | −0.11 |
| CONSOL ENERGY INC | Sold out | 0.00% | −0.11 |
| RH RH | Reduce -15.1% | 0.56% | −0.10 |
| LPX Louisiana-Pacific Corp. | Reduce -81.8% | 0.02% | −0.10 |
| PYPL PayPal Holdings Inc. | Reduce -3.3% | 0.70% | −0.10 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.09 |
| CHD Church & Dwight Co. Inc. | Reduce -1.1% | 0.89% | −0.09 |
| STLA Stellantis NV | Reduce -53.2% | 0.08% | −0.09 |
| TSLA Tesla Inc. | Reduce -28.7% | 0.06% | −0.09 |
| CART Maplebear Inc. | Sold out | 0.00% | −0.08 |
| FANG Diamondback Energy Inc. | Sold out | 0.00% | −0.07 |
| GM General Motors Co. | Reduce -50.1% | 0.07% | −0.06 |
| SCHW Schwab (charles) Corp. | Reduce -16.8% | 0.16% | −0.06 |
| HD Home Depot Inc. | Reduce -8.0% | 0.32% | −0.06 |
| AMD Advanced Micro Devices | Reduce -39.6% | 0.09% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -52.5% | 0.04% | −0.05 |
| NSC Norfolk Southern Corp. | Reduce -0.6% | 0.40% | −0.05 |
| VAL Valaris Ltd. | Sold out | 0.00% | −0.05 |
| WAT Waters Corp. | Reduce -0.3% | 0.31% | −0.05 |
| PDD PDD Holdings Inc. | Reduce -36.7% | 0.03% | −0.05 |
| KWEB Kranesh Csi China Internet | Sold out | 0.00% | −0.04 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -45.0% | 0.03% | −0.04 |
| ECL Ecolab Inc. | Reduce -0.4% | 0.87% | −0.03 |
| ABT Abbott Laboratories | Reduce -0.9% | 0.17% | −0.03 |
| WMT Walmart Inc. | Reduce -1.6% | 0.42% | −0.03 |
| RSP Invesco S&P 500 Equal Weight | Reduce -49.4% | 0.02% | −0.03 |
| INTC Intel Corp. | Reduce -5.9% | 0.06% | −0.03 |
| BTU Peabody Energy Corp. | Sold out | 0.00% | −0.03 |
| SYY Sysco Corp. | Reduce -3.5% | 0.20% | −0.02 |
| YUM Yum! Brands Inc. | Reduce -1.6% | 0.15% | −0.02 |
| TAN Invesco Solar ETF | Sold out | 0.00% | −0.02 |
| EWY iShares MSCI South Korea ETF | Sold out | 0.00% | −0.02 |
| DQ Daqo New Energy Corp.-ADR | Sold out | 0.00% | −0.02 |
| DHI D.R. Horton Inc. | Reduce -3.4% | 0.12% | −0.02 |
| ABBV Abbvie Inc. | Reduce -0.6% | 0.58% | −0.02 |
| GLW Corning Inc. | Reduce -3.6% | 0.09% | −0.01 |
| KO The Coca-Cola Co. | Reduce -0.2% | 0.09% | −0.01 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -1.2% | 0.05% | −0.01 |
| PFE Pfizer Inc. | Reduce -3.5% | 0.04% | −0.01 |
| USFR Wisdomtree Floating Rate Tre | Reduce -32.9% | 0.01% | −0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| META Meta Platforms Inc. Class A | Add +9.2% | 5.34% | +1.05 |
| MSFT Microsoft Corp. | Add +27.3% | 5.95% | +0.92 |
| WSM Williams-Sonoma Inc. | Add +27.1% | 1.06% | +0.42 |
| EXPE Expedia Group Inc. | New | 0.34% | +0.34 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +7.3% | 1.49% | +0.32 |
| BA The Boeing Co. | New | 0.31% | +0.31 |
| AMZN Amazon.com Inc. | Add +8.7% | 3.75% | +0.25 |
| MU Micron Technology Inc. | Add +672.3% | 0.28% | +0.25 |
| LLY Eli Lilly & Co. | Add +0.3% | 2.26% | +0.23 |
| DELL Dell Technologies -C | New | 0.21% | +0.21 |
| OXY Occidental Petroleum Corp. | New | 0.21% | +0.21 |
| APP AppLovin Corp. Class A | New | 0.16% | +0.16 |
| LOW Lowe's Cos Inc. | Add +21.8% | 1.10% | +0.15 |
| SE Sea Ltd.-ADR | Add +36.1% | 0.41% | +0.14 |
| WM Waste Management Inc. | Add +9.6% | 1.65% | +0.13 |
| XYZ Block Inc. | Add +47.6% | 0.47% | +0.12 |
| V Visa Inc. Class A | Add +31.3% | 0.83% | +0.12 |
| CVX Chevron Corp. | New | 0.12% | +0.12 |
| EW Edwards Lifesciences Corp. | Add +9.5% | 0.96% | +0.12 |
| MDT Medtronic PLC | Add +175.1% | 0.20% | +0.11 |
| AN Autonation Inc. | Add +42.8% | 0.48% | +0.11 |
| CMI Cummins Inc. | Add +24.4% | 0.53% | +0.11 |
| WBD Warner Bros Discovery Inc. | New | 0.11% | +0.11 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.11% | +0.11 |
| MA Mastercard Inc. Class A | Add +28.1% | 0.63% | +0.11 |
| MRK Merck & Co. Inc. | Add +10.4% | 1.05% | +0.10 |
| RL Ralph Lauren Corp. | New | 0.10% | +0.10 |
| IBM Intl Business Machines Corp. | Add +210.7% | 0.15% | +0.10 |
| BIDU Baidu Inc. - Spon ADR | New | 0.10% | +0.10 |
| GRMN Garmin Ltd. | Add +263.4% | 0.13% | +0.09 |
| AXP American Express Co. | Add +6.4% | 1.30% | +0.09 |
| KVUE Kenvue Inc. | Add +104.4% | 0.22% | +0.09 |
| EWBC East West Bancorp Inc. | New | 0.08% | +0.08 |
| SNOW Snowflake Inc. | New | 0.08% | +0.08 |
| DOW Dow Inc. | Add +53.0% | 0.31% | +0.08 |
| DHR Danaher Corp. | Add +68.4% | 0.21% | +0.07 |
| TMO Thermo Fisher Scientific Inc. | Add +67.9% | 0.21% | +0.07 |
| QCOM Qualcomm Inc. | Add +8.1% | 1.18% | +0.06 |
| TRMB Trimble Inc. | Add +10.0% | 0.59% | +0.06 |
| BLK BlackRock Finance Inc. | Add +80.7% | 0.16% | +0.06 |
| MSI Motorola Solutions Inc. | Add +9.8% | 1.64% | +0.05 |
| STZ Constellation Brands Inc. Class A | Add +21.6% | 0.45% | +0.05 |
| LNG Cheniere Energy Inc. | Add +133.1% | 0.11% | +0.05 |
| DKNG Draftkings Inc. Class A | New | 0.05% | +0.05 |
| UBER Uber Technologies Inc. | Add +16.4% | 0.28% | +0.05 |
| SYK Stryker Corp. | Add +6.7% | 0.83% | +0.05 |
| BAC Bank of America Corp. | Add +16.8% | 0.52% | +0.04 |
| VDE Vanguard Energy ETF | New | 0.04% | +0.04 |
| DEO Diageo PLC-Sponsored ADR | New | 0.04% | +0.04 |
| PUBM Pubmatic Inc. Class A | New | 0.04% | +0.04 |
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 |