Investment House LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 7, 2024), Investment House LLC reported 206 stock positions worth $1.9 billion. Its top holding was Apple (AAPL) at 7.4% of the portfolio, followed by Meta Platforms Class A (META, 5.7%) and Microsoft (MSFT, 5.4%). Compared with Q2 2024, it opened 19 new positions, sold out of 16, added to 77 and reduced 67. The biggest buy was Dell Technologies -C (DELL, shares +189%) and the biggest sale Nvidia (NVDA, shares −24%).
- Most Recent 13F
- Q2 2026
- Location
- REDONDO BEACH, CA
- CIK
- 0001566030
- Portfolio Value
- $1.9B (Q3 2024)
- SEC Filing
- 0001398344-24-020161 ↗ filed Nov 7, 2024
Holdings Value
Holdings 206 stocks · $1.9B
| AAPL Apple Inc. | 7.36% | 585,115 | $136.3M | Reduce -6.8% |
| META Meta Platforms Inc. Class A | 5.73% | 185,462 | $106.2M | Reduce -2.3% |
| MSFT Microsoft Corp. | 5.42% | 233,627 | $100.5M | Reduce -3.2% |
| GOOGL Alphabet Inc. Class A | 3.35% | 374,591 | $62.1M | Add +8.8% |
| AMZN Amazon.com Inc. | 3.34% | 332,597 | $62.0M | Add +0.1% |
| NVDA Nvidia Corp. | 3.23% | 493,745 | $60.0M | Reduce -23.5% |
| COST Costco Wholesale Corp. | 3.19% | 66,620 | $59.1M | Reduce -1.4% |
| INTU Intuit Inc. | 3.09% | 92,209 | $57.3M | Reduce -1.9% |
| ADBE Adobe Inc. | 2.50% | 89,355 | $46.3M | Reduce -0.7% |
| LLY Eli Lilly & Co. | 2.32% | 48,527 | $43.0M | Reduce -0.3% |
| GOOG Alphabet Inc. Class C | 2.05% | 227,802 | $38.1M | Reduce -6.5% |
| MSI Motorola Solutions Inc. | 1.91% | 78,623 | $35.4M | Reduce -0.1% |
| ACN Accenture PLC Class A | 1.78% | 93,377 | $33.0M | Reduce -0.4% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 1.69% | 2,289,557 | $31.3M | Reduce -4.5% |
| MELI MercadoLibre Inc. | 1.53% | 13,783 | $28.3M | Add +2.8% |
| ICE Intercontinental Exchange Inc. | 1.51% | 174,023 | $28.0M | Reduce -0.1% |
| WM Waste Management Inc. | 1.51% | 134,488 | $27.9M | Add +1.4% |
| AXP American Express Co. | 1.45% | 98,787 | $26.8M | Add +0.7% |
| TXN Texas Instruments Inc. | 1.35% | 121,336 | $25.1M | Add +0.1% |
| PAYX Paychex Inc. | 1.31% | 181,450 | $24.3M | Reduce -0.1% |
| ADP Automatic Data Processing | 1.31% | 87,844 | $24.3M | Reduce 0.0% |
| LOW Lowe's Cos Inc. | 1.25% | 85,464 | $23.1M | Add +12.5% |
| QCOM Qualcomm Inc. | 1.18% | 128,602 | $21.9M | Add +8.3% |
| ZTS Zoetis Inc. | 0.95% | 90,174 | $17.6M | Add +0.6% |
| ADSK Autodesk Inc. | 0.94% | 63,425 | $17.5M | Add +0.2% |
| WSM Williams-Sonoma Inc. | 0.94% | 112,444 | $17.4M | Reduce -1.0% |
| ECL Ecolab Inc. | 0.92% | 67,074 | $17.1M | Add +1.2% |
| BKNG Booking Holdings Inc. | 0.86% | 3,801 | $16.0M | Add +0.4% |
| MRK Merck & Co. Inc. | 0.84% | 136,956 | $15.6M | Add +1.6% |
| CHD Church & Dwight Co. Inc. | 0.81% | 144,103 | $15.1M | Reduce -0.2% |
| SYK Stryker Corp. | 0.77% | 39,511 | $14.3M | Add +0.1% |
| ISRG Intuitive Surgical Inc. | 0.76% | 28,625 | $14.1M | No change |
| PYPL PayPal Holdings Inc. | 0.75% | 178,760 | $13.9M | Add +16.6% |
| DELL Dell Technologies -C | 0.73% | 114,928 | $13.6M | Add +189.4% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.73% | 13,099 | $13.6M | No change |
| UNP Union Pacific Corp. | 0.73% | 54,732 | $13.5M | Add +0.8% |
| CRL Charles River Laboratories | 0.73% | 68,306 | $13.5M | Reduce -0.3% |
| V Visa Inc. Class A | 0.70% | 47,401 | $13.0M | Reduce -15.7% |
| JNJ Johnson & Johnson | 0.67% | 77,087 | $12.5M | Add +0.7% |
| SE Sea Ltd.-ADR | 0.67% | 132,160 | $12.5M | Reduce -0.2% |
| GPN Global Payments Inc. | 0.67% | 121,084 | $12.4M | Add +33.6% |
| FDX FedEx Corp. | 0.65% | 43,762 | $12.0M | Reduce -0.2% |
| IBB iShares Biotechnology ETF | 0.64% | 81,828 | $11.9M | Add +1.4% |
| MA Mastercard Inc. Class A | 0.63% | 23,809 | $11.8M | Add +12.4% |
| AMGN Amgen Inc. | 0.60% | 34,581 | $11.1M | Add +4.3% |
| EW Edwards Lifesciences Corp. | 0.60% | 167,854 | $11.1M | Reduce -3.3% |
| ORCL Oracle Corp. | 0.59% | 64,438 | $11.0M | Add +0.3% |
| CMI Cummins Inc. | 0.59% | 33,815 | $10.9M | Add +8.7% |
| ABBV Abbvie Inc. | 0.58% | 54,577 | $10.8M | Reduce -0.2% |
| CRM Salesforce Inc. | 0.58% | 39,314 | $10.8M | Add +234.8% |
| HPQ HP Inc. | 0.56% | 289,107 | $10.4M | Add +0.0% |
| TRMB Trimble Inc. | 0.51% | 153,035 | $9.5M | No change |
| NVS Novartis AG-Sponsored ADR | 0.51% | 82,379 | $9.5M | Reduce -0.1% |
| WMT Walmart Inc. | 0.51% | 117,278 | $9.5M | Add +0.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.47% | 220,392 | $8.7M | Reduce -3.0% |
| FAST Fastenal Co. | 0.47% | 121,390 | $8.7M | Add +0.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.47% | 30,850 | $8.7M | Add +6.5% |
| AN Autonation Inc. | 0.47% | 48,240 | $8.6M | Reduce -13.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.46% | 18,692 | $8.6M | Add +63.4% |
| UBER Uber Technologies Inc. | 0.46% | 113,495 | $8.5M | Add +65.0% |
| EXPD Expeditors Intl Wash Inc. | 0.44% | 62,184 | $8.2M | Add +4.5% |
| DE Deere & Co. | 0.40% | 17,637 | $7.4M | Reduce -50.3% |
| MDLZ Mondelez International Inc. Class A | 0.38% | 94,686 | $7.0M | Reduce -2.3% |
| PEP Pepsico Inc. | 0.37% | 39,815 | $6.8M | Reduce -1.6% |
| DOW Dow Inc. | 0.36% | 122,246 | $6.7M | Add +26.7% |
| NSC Norfolk Southern Corp. | 0.36% | 26,618 | $6.6M | Add +0.2% |
| STZ Constellation Brands Inc. Class A | 0.35% | 25,165 | $6.5M | Reduce -9.7% |
| HD Home Depot Inc. | 0.34% | 15,533 | $6.3M | Add +0.7% |
| APP AppLovin Corp. Class A | 0.34% | 47,915 | $6.3M | Add +291.5% |
| LIN Linde PLC | 0.34% | 13,021 | $6.2M | New |
| UNH Unitedhealth Group Inc. | 0.30% | 9,475 | $5.5M | No change |
| WAT Waters Corp. | 0.29% | 15,162 | $5.5M | Reduce -0.8% |
| NKE Nike Inc. Class B | 0.29% | 61,512 | $5.4M | Reduce -17.8% |
| SMG Scotts Miracle-Gro Co. | 0.29% | 60,995 | $5.3M | Reduce -0.9% |
| FVRR Fiverr International Ltd. | 0.28% | 202,135 | $5.2M | Add +627.8% |
| EXPE Expedia Group Inc. | 0.27% | 34,170 | $5.1M | Add +20.9% |
| RH RH | 0.27% | 15,028 | $5.0M | Reduce -28.9% |
| SHV iShares 0-1 Year Treasury Bo | 0.26% | 43,590 | $4.8M | Reduce -0.1% |
| CART Maplebear Inc. | 0.25% | 113,620 | $4.6M | Add +387.2% |
| DHI D.R. Horton Inc. | 0.25% | 24,264 | $4.6M | Reduce -31.9% |
| MCD McDonald's Corp. | 0.25% | 15,043 | $4.6M | Add +3.5% |
| XYZ Block Inc. | 0.25% | 67,783 | $4.6M | Reduce -6.7% |
| RSP Invesco S&P 500 Equal Weight | 0.23% | 24,025 | $4.3M | Add +705.7% |
| AMD Advanced Micro Devices | 0.23% | 25,754 | $4.2M | Add +1044.6% |
| PVH PVH Corp. | 0.23% | 41,735 | $4.2M | Add +44.2% |
| UPS United Parcel Service Class B | 0.23% | 30,700 | $4.2M | Reduce -30.7% |
| DHR Danaher Corp. | 0.22% | 14,906 | $4.1M | Add +1.5% |
| SHY iShares 1-3 Year Treasury Bo | 0.22% | 49,539 | $4.1M | Add +1586.2% |
| MDT Medtronic PLC | 0.21% | 42,928 | $3.9M | Add +3.6% |
| TMO Thermo Fisher Scientific Inc. | 0.21% | 6,225 | $3.9M | Add +3.2% |
| CSCO Cisco Systems Inc. | 0.21% | 71,660 | $3.8M | Reduce -31.8% |
| CCC CCC Intelligent Solutions Ho | 0.20% | 334,220 | $3.7M | Add +32.8% |
| CPAY Corpay Inc. | 0.19% | 11,251 | $3.5M | Add +9.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.17% | 14,675 | $3.2M | Add +0.5% |
| SYY Sysco Corp. | 0.17% | 40,411 | $3.2M | No change |
| ADI Analog Devices Inc. | 0.17% | 13,385 | $3.1M | Reduce -3.6% |
| AGG iShares Core U.S. Aggregate | 0.16% | 29,965 | $3.0M | New |
| KVUE Kenvue Inc. | 0.16% | 130,386 | $3.0M | Reduce -11.3% |
| CMG Chipotle Mexican Grill Inc. | 0.16% | 51,850 | $3.0M | Add +0.3% |
| ABT Abbott Laboratories | 0.15% | 24,229 | $2.8M | Reduce -5.2% |
Portfolio Sells Q2 2024 → Q3 2024
| NVDA Nvidia Corp. | Reduce -23.5% | 3.23% | −1.31 |
| MSFT Microsoft Corp. | Reduce -3.2% | 5.42% | −0.73 |
| GOOG Alphabet Inc. Class C | Reduce -6.5% | 2.05% | −0.49 |
| INTU Intuit Inc. | Reduce -1.9% | 3.09% | −0.43 |
| DE Deere & Co. | Reduce -50.3% | 0.40% | −0.36 |
| ADBE Adobe Inc. | Reduce -0.7% | 2.50% | −0.36 |
| LIN Linde PLC | Sold out | 0.00% | −0.32 |
| EW Edwards Lifesciences Corp. | Reduce -3.3% | 0.60% | −0.32 |
| LLY Eli Lilly & Co. | Reduce -0.3% | 2.32% | −0.19 |
| AAPL Apple Inc. | Reduce -6.8% | 7.36% | −0.19 |
| V Visa Inc. Class A | Reduce -15.7% | 0.70% | −0.14 |
| MU Micron Technology Inc. | Reduce -32.3% | 0.14% | −0.14 |
| UPS United Parcel Service Class B | Reduce -30.7% | 0.23% | −0.12 |
| DIS The Walt Disney Co. | Reduce -78.8% | 0.03% | −0.11 |
| BA The Boeing Co. | Sold out | 0.00% | −0.11 |
| UBS UBS Group AG-Reg | Sold out | 0.00% | −0.11 |
| FIS Fidelity National Info Serv | Sold out | 0.00% | −0.10 |
| FDX FedEx Corp. | Reduce -0.2% | 0.65% | −0.10 |
| COST Costco Wholesale Corp. | Reduce -1.4% | 3.19% | −0.09 |
| CRL Charles River Laboratories | Reduce -0.3% | 0.73% | −0.08 |
| VGLT Vanguard Long-Term Treasury | Sold out | 0.00% | −0.08 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.08 |
| CSCO Cisco Systems Inc. | Reduce -31.8% | 0.21% | −0.08 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -4.5% | 1.69% | −0.08 |
| WBD Warner Bros Discovery Inc. | Sold out | 0.00% | −0.07 |
| MRVL Marvell Technology Group Ltd. | Sold out | 0.00% | −0.07 |
| LAD Lithia Motors Inc. | Sold out | 0.00% | −0.07 |
| ORLY O'reilly Automotive Inc. | Reduce -50.0% | 0.07% | −0.07 |
| STZ Constellation Brands Inc. Class A | Reduce -9.7% | 0.35% | −0.06 |
| BAC Bank of America Corp. | Reduce -3.0% | 0.47% | −0.04 |
| STLA Stellantis NV | Reduce -7.5% | 0.07% | −0.04 |
| CHD Church & Dwight Co. Inc. | Reduce -0.2% | 0.81% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.04 |
| AN Autonation Inc. | Reduce -13.0% | 0.47% | −0.04 |
| DHI D.R. Horton Inc. | Reduce -31.9% | 0.25% | −0.04 |
| SPAB SS SPDR P Agg Bond ETF | Sold out | 0.00% | −0.03 |
| NKE Nike Inc. Class B | Reduce -17.8% | 0.29% | −0.03 |
| RH RH | Reduce -28.9% | 0.27% | −0.02 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −0.02 |
| XYZ Block Inc. | Reduce -6.7% | 0.25% | −0.02 |
| PEP Pepsico Inc. | Reduce -1.6% | 0.37% | −0.02 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -0.1% | 0.26% | −0.01 |
| ADI Analog Devices Inc. | Reduce -3.6% | 0.17% | −0.01 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −0.01 |
| USFR Wisdomtree Floating Rate Tre | Sold out | 0.00% | −0.01 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.01 |
| INDAPTUS THERAPEUTICS INC | Reduce -2.4% | 0.01% | −0.01 |
| YUM Yum! Brands Inc. | Reduce -2.8% | 0.13% | −0.00 |
| AVGO Broadcom Inc. | Reduce -5.5% | 0.10% | −0.00 |
| HTZ Hertz Global Hldgs Inc. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q2 2024 → Q3 2024
| DELL Dell Technologies -C | Add +189.4% | 0.73% | +0.42 |
| CRM Salesforce Inc. | Add +234.8% | 0.58% | +0.41 |
| LIN Linde PLC | New | 0.34% | +0.34 |
| LOW Lowe's Cos Inc. | Add +12.5% | 1.25% | +0.29 |
| APP AppLovin Corp. Class A | Add +291.5% | 0.34% | +0.28 |
| MELI MercadoLibre Inc. | Add +2.8% | 1.53% | +0.27 |
| PYPL PayPal Holdings Inc. | Add +16.6% | 0.75% | +0.25 |
| FVRR Fiverr International Ltd. | Add +627.8% | 0.28% | +0.24 |
| SHY iShares 1-3 Year Treasury Bo | Add +1586.2% | 0.22% | +0.21 |
| AMD Advanced Micro Devices | Add +1044.6% | 0.23% | +0.21 |
| CART Maplebear Inc. | Add +387.2% | 0.25% | +0.21 |
| RSP Invesco S&P 500 Equal Weight | Add +705.7% | 0.23% | +0.20 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +63.4% | 0.46% | +0.20 |
| UBER Uber Technologies Inc. | Add +65.0% | 0.46% | +0.18 |
| GPN Global Payments Inc. | Add +33.6% | 0.67% | +0.17 |
| AGG iShares Core U.S. Aggregate | New | 0.16% | +0.16 |
| AXP American Express Co. | Add +0.7% | 1.45% | +0.15 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.14% | +0.14 |
| SOLV Solventum Corp. | New | 0.14% | +0.14 |
| MA Mastercard Inc. Class A | Add +12.4% | 0.63% | +0.10 |
| CMI Cummins Inc. | Add +8.7% | 0.59% | +0.10 |
| BLDR Builders Firstsource Inc. | New | 0.08% | +0.08 |
| CAR Avis Budget Group Inc. | New | 0.08% | +0.08 |
| ORCL Oracle Corp. | Add +0.3% | 0.59% | +0.08 |
| NXT Nextpower Inc. | New | 0.07% | +0.07 |
| SLB SLB Ltd. | New | 0.07% | +0.07 |
| EXPE Expedia Group Inc. | Add +20.9% | 0.27% | +0.07 |
| MRVL Marvell Technology Inc. | New | 0.07% | +0.07 |
| DOW Dow Inc. | Add +26.7% | 0.36% | +0.07 |
| GFS Globalfoundries Inc. | New | 0.07% | +0.07 |
| ZTS Zoetis Inc. | Add +0.6% | 0.95% | +0.06 |
| WMT Walmart Inc. | Add +0.2% | 0.51% | +0.06 |
| PVH PVH Corp. | Add +44.2% | 0.23% | +0.05 |
| AZEK The Azek Co. Inc. | Add +91.5% | 0.10% | +0.05 |
| ADSK Autodesk Inc. | Add +0.2% | 0.94% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | Add +56.0% | 0.14% | +0.04 |
| OIH Vaneck Oil Services ETF | New | 0.04% | +0.04 |
| AMLP Alerian MLP ETF | New | 0.04% | +0.04 |
| CCC CCC Intelligent Solutions Ho | Add +32.8% | 0.20% | +0.04 |
| SNPS Synopsys Inc. | New | 0.04% | +0.04 |
| HD Home Depot Inc. | Add +0.7% | 0.34% | +0.04 |
| MCD McDonald's Corp. | Add +3.5% | 0.25% | +0.04 |
| JNJ Johnson & Johnson | Add +0.7% | 0.67% | +0.04 |
| FAST Fastenal Co. | Add +0.7% | 0.47% | +0.04 |
| FLG New York Community Bancorp | Add +67.8% | 0.07% | +0.03 |
| CPAY Corpay Inc. | Add +9.1% | 0.19% | +0.03 |
| INTC Intel Corp. | Add +179.2% | 0.07% | +0.03 |
| BMY Bristol-Myers Squibb Co. | Add +10.3% | 0.14% | +0.03 |
| NSC Norfolk Southern Corp. | Add +0.2% | 0.36% | +0.03 |
| IBM Intl Business Machines Corp. | Add +0.5% | 0.17% | +0.03 |
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 |