Investment House LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 22, 2024), Investment House LLC reported 203 stock positions worth $1.8 billion. Its top holding was Apple (AAPL) at 7.5% of the portfolio, followed by Microsoft (MSFT, 6.2%) and Meta Platforms Class A (META, 5.5%). Compared with Q1 2024, it opened 17 new positions, sold out of 25, added to 81 and reduced 69. The biggest buy was Nu Holdings Ltd./Cayman Isl-A (NU, shares +13%) and the biggest sale Intuit (INTU, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- REDONDO BEACH, CA
- CIK
- 0001566030
- Portfolio Value
- $1.8B (Q2 2024)
- SEC Filing
- 0001398344-24-012937 ↗ filed Jul 22, 2024
Holdings Value
Holdings 203 stocks · $1.8B
| AAPL Apple Inc. | 7.54% | 627,827 | $132.2M | Reduce -9.8% |
| MSFT Microsoft Corp. | 6.16% | 241,420 | $107.9M | Add +0.3% |
| META Meta Platforms Inc. Class A | 5.46% | 189,831 | $95.7M | Add +1.5% |
| NVDA Nvidia Corp. | 4.55% | 645,580 | $79.8M | Reduce -2.1% |
| AMZN Amazon.com Inc. | 3.66% | 332,353 | $64.2M | Reduce -6.0% |
| GOOGL Alphabet Inc. Class A | 3.58% | 344,292 | $62.7M | Reduce -0.7% |
| INTU Intuit Inc. | 3.52% | 93,982 | $61.8M | Reduce -7.3% |
| COST Costco Wholesale Corp. | 3.28% | 67,554 | $57.4M | Reduce -0.9% |
| ADBE Adobe Inc. | 2.85% | 90,024 | $50.0M | Reduce -5.2% |
| GOOG Alphabet Inc. Class C | 2.55% | 243,632 | $44.7M | Reduce -11.8% |
| LLY Eli Lilly & Co. | 2.51% | 48,669 | $44.1M | Reduce -1.3% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 1.76% | 2,396,515 | $30.9M | Add +12.8% |
| MSI Motorola Solutions Inc. | 1.73% | 78,707 | $30.4M | Add +0.3% |
| ACN Accenture PLC Class A | 1.62% | 93,736 | $28.4M | Reduce -0.3% |
| WM Waste Management Inc. | 1.61% | 132,677 | $28.3M | Add +0.6% |
| ICE Intercontinental Exchange Inc. | 1.36% | 174,149 | $23.8M | Reduce -0.4% |
| QCOM Qualcomm Inc. | 1.35% | 118,798 | $23.7M | Add +0.3% |
| TXN Texas Instruments Inc. | 1.34% | 121,200 | $23.6M | Reduce -0.6% |
| AXP American Express Co. | 1.30% | 98,101 | $22.7M | Add +1.4% |
| MELI MercadoLibre Inc. | 1.26% | 13,409 | $22.0M | Add +6.0% |
| PAYX Paychex Inc. | 1.23% | 181,559 | $21.5M | Add +0.3% |
| ADP Automatic Data Processing | 1.20% | 87,847 | $21.0M | Add +0.4% |
| LOW Lowe's Cos Inc. | 0.96% | 75,958 | $16.7M | Add +3.3% |
| MRK Merck & Co. Inc. | 0.95% | 134,871 | $16.7M | Reduce -0.2% |
| WSM Williams-Sonoma Inc. | 0.91% | 56,794 | $16.0M | Reduce -0.3% |
| EW Edwards Lifesciences Corp. | 0.91% | 173,503 | $16.0M | Add +1.4% |
| ECL Ecolab Inc. | 0.90% | 66,287 | $15.8M | Add +2.8% |
| ADSK Autodesk Inc. | 0.89% | 63,322 | $15.7M | Add +0.8% |
| ZTS Zoetis Inc. | 0.89% | 89,645 | $15.5M | Add +1.3% |
| BKNG Booking Holdings Inc. | 0.86% | 3,787 | $15.0M | Add +0.2% |
| CHD Church & Dwight Co. Inc. | 0.85% | 144,436 | $15.0M | Reduce -0.6% |
| V Visa Inc. Class A | 0.84% | 56,233 | $14.8M | Add +10.9% |
| CRL Charles River Laboratories | 0.81% | 68,505 | $14.2M | Add +0.4% |
| SYK Stryker Corp. | 0.77% | 39,461 | $13.4M | Add +0.4% |
| DE Deere & Co. | 0.76% | 35,463 | $13.3M | Reduce -10.2% |
| FDX FedEx Corp. | 0.75% | 43,832 | $13.1M | Reduce -2.8% |
| ISRG Intuitive Surgical Inc. | 0.73% | 28,625 | $12.7M | Reduce -0.3% |
| UNP Union Pacific Corp. | 0.70% | 54,294 | $12.3M | Add +0.8% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.67% | 13,099 | $11.8M | Reduce -0.8% |
| JNJ Johnson & Johnson | 0.64% | 76,550 | $11.2M | Add +1.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.63% | 28,970 | $11.1M | Reduce -0.3% |
| IBB iShares Biotechnology ETF | 0.63% | 80,738 | $11.1M | Add +0.1% |
| AMGN Amgen Inc. | 0.59% | 33,171 | $10.4M | Add +0.5% |
| HPQ HP Inc. | 0.58% | 289,050 | $10.1M | Reduce -0.3% |
| SE Sea Ltd.-ADR | 0.54% | 132,377 | $9.5M | Add +1.3% |
| ABBV Abbvie Inc. | 0.54% | 54,697 | $9.4M | Add +0.5% |
| MA Mastercard Inc. Class A | 0.53% | 21,188 | $9.3M | Reduce -4.8% |
| ORCL Oracle Corp. | 0.52% | 64,211 | $9.1M | Add +0.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.52% | 227,217 | $9.0M | Reduce -3.3% |
| PYPL PayPal Holdings Inc. | 0.51% | 153,275 | $8.9M | Reduce -14.3% |
| AN Autonation Inc. | 0.50% | 55,425 | $8.8M | Add +11.7% |
| NVS Novartis AG-Sponsored ADR | 0.50% | 82,429 | $8.8M | Add +0.4% |
| GPN Global Payments Inc. | 0.50% | 90,650 | $8.8M | Add +27.0% |
| CMI Cummins Inc. | 0.49% | 31,096 | $8.6M | Add +2.3% |
| TRMB Trimble Inc. | 0.49% | 153,035 | $8.6M | Reduce -1.2% |
| WMT Walmart Inc. | 0.45% | 117,078 | $7.9M | Reduce -0.9% |
| FAST Fastenal Co. | 0.43% | 120,542 | $7.6M | Add +0.9% |
| EXPD Expeditors Intl Wash Inc. | 0.42% | 59,484 | $7.4M | Reduce -11.8% |
| STZ Constellation Brands Inc. Class A | 0.41% | 27,874 | $7.2M | Reduce -0.1% |
| PEP Pepsico Inc. | 0.38% | 40,465 | $6.7M | Add +2.4% |
| MDLZ Mondelez International Inc. Class A | 0.36% | 96,941 | $6.3M | Add +1.6% |
| UPS United Parcel Service Class B | 0.35% | 44,310 | $6.1M | Reduce -6.5% |
| NSC Norfolk Southern Corp. | 0.33% | 26,558 | $5.7M | Add +0.1% |
| NKE Nike Inc. Class B | 0.32% | 74,802 | $5.6M | Add +0.3% |
| LIN Linde PLC | 0.32% | 12,776 | $5.6M | Add +9.6% |
| DELL Dell Technologies -C | 0.31% | 39,710 | $5.5M | Add +23.9% |
| HD Home Depot Inc. | 0.30% | 15,433 | $5.3M | Add +7.8% |
| RH RH | 0.29% | 21,143 | $5.2M | Reduce -22.7% |
| DOW Dow Inc. | 0.29% | 96,456 | $5.1M | Add +6.7% |
| DHI D.R. Horton Inc. | 0.29% | 35,649 | $5.0M | Add +177.7% |
| UBER Uber Technologies Inc. | 0.29% | 68,775 | $5.0M | Add +12.3% |
| CSCO Cisco Systems Inc. | 0.28% | 105,041 | $5.0M | Reduce -32.5% |
| MU Micron Technology Inc. | 0.28% | 36,784 | $4.8M | Reduce -10.6% |
| UNH Unitedhealth Group Inc. | 0.28% | 9,475 | $4.8M | Reduce -0.8% |
| SHV iShares 0-1 Year Treasury Bo | 0.28% | 43,645 | $4.8M | Add +0.7% |
| XYZ Block Inc. | 0.27% | 72,663 | $4.7M | Reduce -23.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.27% | 11,443 | $4.7M | Reduce -2.4% |
| WAT Waters Corp. | 0.25% | 15,282 | $4.4M | Reduce -1.2% |
| SMG Scotts Miracle-Gro Co. | 0.23% | 61,545 | $4.0M | Reduce -0.6% |
| MCD McDonald's Corp. | 0.21% | 14,533 | $3.7M | Add +41.3% |
| DHR Danaher Corp. | 0.21% | 14,686 | $3.7M | Add +1.2% |
| EXPE Expedia Group Inc. | 0.20% | 28,263 | $3.6M | Reduce -32.2% |
| TMO Thermo Fisher Scientific Inc. | 0.19% | 6,033 | $3.3M | Add +0.1% |
| MDT Medtronic PLC | 0.19% | 41,425 | $3.3M | Add +8.4% |
| CMG Chipotle Mexican Grill Inc. | 0.18% | 51,700 | $3.2M | No change |
| ADI Analog Devices Inc. | 0.18% | 13,880 | $3.2M | No change |
| PVH PVH Corp. | 0.17% | 28,935 | $3.1M | New |
| CRM Salesforce Inc. | 0.17% | 11,741 | $3.0M | Add +390.6% |
| SYY Sysco Corp. | 0.16% | 40,411 | $2.9M | Reduce -3.6% |
| CCC CCC Intelligent Solutions Ho | 0.16% | 251,750 | $2.8M | New |
| CPAY Corpay Inc. | 0.16% | 10,310 | $2.7M | Add +699.2% |
| KVUE Kenvue Inc. | 0.15% | 147,012 | $2.7M | Reduce -14.1% |
| ABT Abbott Laboratories | 0.15% | 25,562 | $2.7M | Reduce -2.0% |
| ORLY O'reilly Automotive Inc. | 0.15% | 2,408 | $2.5M | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 14,600 | $2.5M | Add +11.2% |
| BABA Alibaba Group Holding-SP ADR | 0.14% | 34,540 | $2.5M | Add +452.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.14% | 24,495 | $2.4M | Add +268.4% |
| GRMN Garmin Ltd. | 0.14% | 14,625 | $2.4M | No change |
| YUM Yum! Brands Inc. | 0.13% | 17,723 | $2.3M | Reduce -2.4% |
| RL Ralph Lauren Corp. | 0.12% | 11,745 | $2.1M | Add +26.3% |
Portfolio Sells Q1 2024 → Q2 2024
| INTU Intuit Inc. | Reduce -7.3% | 3.52% | −0.35 |
| ACN Accenture PLC Class A | Reduce -0.3% | 1.62% | −0.29 |
| RH RH | Reduce -22.7% | 0.29% | −0.27 |
| OXY Occidental Petroleum Corp. | Sold out | 0.00% | −0.21 |
| XYZ Block Inc. | Reduce -23.8% | 0.27% | −0.21 |
| BA The Boeing Co. | Reduce -61.2% | 0.11% | −0.20 |
| DE Deere & Co. | Reduce -10.2% | 0.76% | −0.20 |
| PYPL PayPal Holdings Inc. | Reduce -14.3% | 0.51% | −0.20 |
| CSCO Cisco Systems Inc. | Reduce -32.5% | 0.28% | −0.17 |
| WSM Williams-Sonoma Inc. | Reduce -0.3% | 0.91% | −0.15 |
| HTZ Hertz Global Hldgs Inc. | Reduce -93.9% | 0.00% | −0.14 |
| SCHW Schwab (charles) Corp. | Reduce -84.9% | 0.02% | −0.13 |
| EXPE Expedia Group Inc. | Reduce -32.2% | 0.20% | −0.13 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.12 |
| GWW WW Grainger Inc. | Reduce -0.8% | 0.67% | −0.12 |
| LNG Cheniere Energy Inc. | Sold out | 0.00% | −0.11 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −0.11 |
| APP AppLovin Corp. Class A | Reduce -68.7% | 0.06% | −0.10 |
| TRMB Trimble Inc. | Reduce -1.2% | 0.49% | −0.10 |
| BIDU Baidu Inc. - Spon ADR | Sold out | 0.00% | −0.10 |
| MA Mastercard Inc. Class A | Reduce -4.8% | 0.53% | −0.10 |
| MRK Merck & Co. Inc. | Reduce -0.2% | 0.95% | −0.10 |
| AMZN Amazon.com Inc. | Reduce -6.0% | 3.66% | −0.09 |
| EWBC East West Bancorp Inc. | Sold out | 0.00% | −0.08 |
| BLK BlackRock Finance Inc. | Reduce -44.6% | 0.08% | −0.08 |
| AMD Advanced Micro Devices | Reduce -73.9% | 0.02% | −0.07 |
| UPS United Parcel Service Class B | Reduce -6.5% | 0.35% | −0.07 |
| GM General Motors Co. | Sold out | 0.00% | −0.07 |
| KVUE Kenvue Inc. | Reduce -14.1% | 0.15% | −0.06 |
| WAT Waters Corp. | Reduce -1.2% | 0.25% | −0.06 |
| EXPD Expeditors Intl Wash Inc. | Reduce -11.8% | 0.42% | −0.06 |
| ICE Intercontinental Exchange Inc. | Reduce -0.4% | 1.36% | −0.05 |
| TTWO Take-Two Interactive Softwre | Reduce -74.1% | 0.02% | −0.05 |
| DKNG Draftkings Inc. Class A | Sold out | 0.00% | −0.05 |
| AMLP Alerian MLP ETF | Sold out | 0.00% | −0.04 |
| VDE Vanguard Energy ETF | Sold out | 0.00% | −0.04 |
| SMG Scotts Miracle-Gro Co. | Reduce -0.6% | 0.23% | −0.04 |
| DEO Diageo PLC-Sponsored ADR | Sold out | 0.00% | −0.04 |
| PUBM Pubmatic Inc. Class A | Sold out | 0.00% | −0.04 |
| CHD Church & Dwight Co. Inc. | Reduce -0.6% | 0.85% | −0.04 |
| STZ Constellation Brands Inc. Class A | Reduce -0.1% | 0.41% | −0.04 |
| WBD Warner Bros Discovery Inc. | Reduce -18.3% | 0.07% | −0.04 |
| SYY Sysco Corp. | Reduce -3.6% | 0.16% | −0.04 |
| PDD PDD Holdings Inc. | Sold out | 0.00% | −0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Sold out | 0.00% | −0.03 |
| EDV Vanguard Extended Dur Treas | Sold out | 0.00% | −0.03 |
| RIVN Rivian Automotive Inc. Class A | Sold out | 0.00% | −0.03 |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | Sold out | 0.00% | −0.03 |
| INTC Intel Corp. | Reduce -17.1% | 0.03% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.4% | 0.27% | −0.02 |
Portfolio Buys Q1 2024 → Q2 2024
| NU Nu Holdings Ltd./Cayman Isl-A | Add +12.8% | 1.76% | +0.27 |
| MSFT Microsoft Corp. | Add +0.3% | 6.16% | +0.20 |
| PVH PVH Corp. | New | 0.17% | +0.17 |
| QCOM Qualcomm Inc. | Add +0.3% | 1.35% | +0.17 |
| DHI D.R. Horton Inc. | Add +177.7% | 0.29% | +0.16 |
| CCC CCC Intelligent Solutions Ho | New | 0.16% | +0.16 |
| ORLY O'reilly Automotive Inc. | New | 0.15% | +0.15 |
| CPAY Corpay Inc. | Add +699.2% | 0.16% | +0.13 |
| MELI MercadoLibre Inc. | Add +6.0% | 1.26% | +0.13 |
| CRM Salesforce Inc. | Add +390.6% | 0.17% | +0.13 |
| SE Sea Ltd.-ADR | Add +1.3% | 0.54% | +0.13 |
| META Meta Platforms Inc. Class A | Add +1.5% | 5.46% | +0.12 |
| BABA Alibaba Group Holding-SP ADR | Add +452.6% | 0.14% | +0.12 |
| AAP Advance Auto Parts Inc. | New | 0.11% | +0.11 |
| UBS UBS Group AG-Reg | New | 0.11% | +0.11 |
| FIS Fidelity National Info Serv | New | 0.10% | +0.10 |
| DELL Dell Technologies -C | Add +23.9% | 0.31% | +0.10 |
| MSI Motorola Solutions Inc. | Add +0.3% | 1.73% | +0.10 |
| DIS The Walt Disney Co. | Add +268.4% | 0.14% | +0.09 |
| VGLT Vanguard Long-Term Treasury | New | 0.08% | +0.08 |
| TLT iShares 20+ Year Treasury BD | New | 0.08% | +0.08 |
| ULTA Ulta Beauty Inc. | New | 0.05% | +0.05 |
| BKNG Booking Holdings Inc. | Add +0.2% | 0.86% | +0.05 |
| ORCL Oracle Corp. | Add +0.2% | 0.52% | +0.04 |
| CART Maplebear Inc. | New | 0.04% | +0.04 |
| MCD McDonald's Corp. | Add +41.3% | 0.21% | +0.04 |
| FLG New York Community Bancorp | New | 0.04% | +0.04 |
| AMGN Amgen Inc. | Add +0.5% | 0.59% | +0.04 |
| FVRR Fiverr International Ltd. | New | 0.04% | +0.04 |
| CVS CVS Health Corp. | Add +230.7% | 0.06% | +0.04 |
| NVS Novartis AG-Sponsored ADR | Add +0.4% | 0.50% | +0.03 |
| LAD Lithia Motors Inc. | Add +134.7% | 0.07% | +0.03 |
| STLA Stellantis NV | Add +101.3% | 0.11% | +0.03 |
| SPAB SS SPDR P Agg Bond ETF | New | 0.03% | +0.03 |
| NOW ServiceNow Inc. | Add +207.6% | 0.04% | +0.03 |
| ECL Ecolab Inc. | Add +2.8% | 0.90% | +0.03 |
| GLW Corning Inc. | Add +8.2% | 0.12% | +0.02 |
| AN Autonation Inc. | Add +11.7% | 0.50% | +0.02 |
| T AT&T Inc. | Add +34.0% | 0.07% | +0.02 |
| RL Ralph Lauren Corp. | Add +26.3% | 0.12% | +0.01 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.01% | +0.01 |
| NFLX Netflix Inc. | New | 0.01% | +0.01 |
| AMAT Applied Materials Inc. | New | 0.01% | +0.01 |
| MTB M & T Bank Corp. | New | 0.01% | +0.01 |
| CPNG Coupang Inc. | Add +6.6% | 0.06% | +0.01 |
| V Visa Inc. Class A | Add +10.9% | 0.84% | +0.01 |
| CLX Clorox Company | Add +59.4% | 0.03% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +15.7% | 0.07% | +0.01 |
| UBER Uber Technologies Inc. | Add +12.3% | 0.29% | +0.01 |
| ZTS Zoetis Inc. | Add +1.3% | 0.89% | +0.01 |
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 |