Investment House LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 11, 2025), Investment House LLC reported 199 stock positions worth $1.8 billion. Its top holding was Apple (AAPL) at 7.6% of the portfolio, followed by Meta Platforms Class A (META, 5.7%) and Microsoft (MSFT, 5.2%). Compared with Q3 2024, it opened 12 new positions, sold out of 19, added to 54 and reduced 87. The biggest buy was Amazon.com (AMZN, shares +5%) and the biggest sale Adobe (ADBE, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- REDONDO BEACH, CA
- CIK
- 0001566030
- Portfolio Value
- $1.8B (Q4 2024)
- SEC Filing
- 0001398344-25-002354 ↗ filed Feb 11, 2025
Holdings Value
Holdings 199 stocks · $1.8B
| AAPL Apple Inc. | 7.57% | 555,435 | $139.1M | Reduce -5.1% |
| META Meta Platforms Inc. Class A | 5.71% | 179,318 | $105.0M | Reduce -3.3% |
| MSFT Microsoft Corp. | 5.21% | 227,184 | $95.8M | Reduce -2.8% |
| AMZN Amazon.com Inc. | 4.17% | 349,206 | $76.6M | Add +5.0% |
| GOOGL Alphabet Inc. Class A | 3.62% | 351,691 | $66.6M | Reduce -6.1% |
| NVDA Nvidia Corp. | 3.46% | 474,230 | $63.7M | Reduce -4.0% |
| COST Costco Wholesale Corp. | 3.25% | 65,118 | $59.7M | Reduce -2.3% |
| INTU Intuit Inc. | 2.95% | 86,297 | $54.2M | Reduce -6.4% |
| GOOG Alphabet Inc. Class C | 2.29% | 221,284 | $42.1M | Reduce -2.9% |
| ADBE Adobe Inc. | 2.13% | 88,048 | $39.2M | Reduce -1.5% |
| LLY Eli Lilly & Co. | 2.00% | 47,670 | $36.8M | Reduce -1.8% |
| MSI Motorola Solutions Inc. | 1.98% | 78,603 | $36.3M | Reduce -0.0% |
| ACN Accenture PLC Class A | 1.77% | 92,607 | $32.6M | Reduce -0.8% |
| AXP American Express Co. | 1.61% | 99,605 | $29.6M | Add +0.8% |
| WM Waste Management Inc. | 1.48% | 134,785 | $27.2M | Add +0.2% |
| ICE Intercontinental Exchange Inc. | 1.42% | 174,854 | $26.1M | Add +0.5% |
| ADP Automatic Data Processing | 1.39% | 87,536 | $25.6M | Reduce -0.3% |
| PAYX Paychex Inc. | 1.38% | 181,007 | $25.4M | Reduce -0.2% |
| MELI MercadoLibre Inc. | 1.36% | 14,711 | $25.0M | Add +6.7% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 1.32% | 2,340,942 | $24.3M | Add +2.2% |
| TXN Texas Instruments Inc. | 1.24% | 121,137 | $22.7M | Reduce -0.2% |
| LOW Lowe's Cos Inc. | 1.15% | 85,591 | $21.1M | Add +0.1% |
| QCOM Qualcomm Inc. | 1.15% | 137,095 | $21.1M | Add +6.6% |
| WSM Williams-Sonoma Inc. | 1.13% | 112,311 | $20.8M | Reduce -0.1% |
| BKNG Booking Holdings Inc. | 1.03% | 3,804 | $18.9M | Add +0.1% |
| ADSK Autodesk Inc. | 1.01% | 63,030 | $18.6M | Reduce -0.6% |
| ECL Ecolab Inc. | 0.85% | 66,719 | $15.6M | Reduce -0.5% |
| APP AppLovin Corp. Class A | 0.84% | 47,405 | $15.4M | Reduce -1.1% |
| PYPL PayPal Holdings Inc. | 0.83% | 178,493 | $15.2M | Reduce -0.1% |
| V Visa Inc. Class A | 0.82% | 47,806 | $15.1M | Add +0.8% |
| ISRG Intuitive Surgical Inc. | 0.81% | 28,625 | $14.9M | No change |
| DELL Dell Technologies -C | 0.81% | 129,551 | $14.9M | Add +12.7% |
| CHD Church & Dwight Co. Inc. | 0.80% | 140,907 | $14.8M | Reduce -2.2% |
| MRK Merck & Co. Inc. | 0.80% | 148,297 | $14.8M | Add +8.3% |
| ZTS Zoetis Inc. | 0.79% | 88,876 | $14.5M | Reduce -1.4% |
| SYK Stryker Corp. | 0.78% | 39,856 | $14.4M | Add +0.9% |
| SE Sea Ltd.-ADR | 0.76% | 131,893 | $14.0M | Reduce -0.2% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.75% | 13,074 | $13.8M | Reduce -0.2% |
| CRM Salesforce Inc. | 0.71% | 39,104 | $13.1M | Reduce -0.5% |
| UNP Union Pacific Corp. | 0.69% | 55,217 | $12.6M | Add +0.9% |
| MA Mastercard Inc. Class A | 0.67% | 23,504 | $12.4M | Reduce -1.3% |
| FDX FedEx Corp. | 0.66% | 43,236 | $12.2M | Reduce -1.2% |
| CRL Charles River Laboratories | 0.66% | 65,265 | $12.0M | Reduce -4.5% |
| EW Edwards Lifesciences Corp. | 0.65% | 161,574 | $12.0M | Reduce -3.7% |
| CMI Cummins Inc. | 0.64% | 33,785 | $11.8M | Reduce -0.1% |
| IBB iShares Biotechnology ETF | 0.60% | 82,981 | $11.0M | Add +1.4% |
| TRMB Trimble Inc. | 0.59% | 153,035 | $10.8M | No change |
| ORCL Oracle Corp. | 0.58% | 64,346 | $10.7M | Reduce -0.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.58% | 31,010 | $10.6M | Add +0.5% |
| WMT Walmart Inc. | 0.58% | 117,253 | $10.6M | Reduce -0.0% |
| JNJ Johnson & Johnson | 0.56% | 71,350 | $10.3M | Reduce -7.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.56% | 22,740 | $10.3M | Add +21.7% |
| HPQ HP Inc. | 0.52% | 291,597 | $9.5M | Add +0.9% |
| AMGN Amgen Inc. | 0.50% | 35,531 | $9.3M | Add +2.8% |
| FAST Fastenal Co. | 0.48% | 121,470 | $8.7M | Add +0.1% |
| ABBV Abbvie Inc. | 0.46% | 47,946 | $8.5M | Reduce -12.2% |
| GPN Global Payments Inc. | 0.45% | 73,046 | $8.2M | Reduce -39.7% |
| CART Maplebear Inc. | 0.44% | 196,665 | $8.1M | Add +73.1% |
| FVRR Fiverr International Ltd. | 0.44% | 255,425 | $8.1M | Add +26.4% |
| AN Autonation Inc. | 0.44% | 47,590 | $8.1M | Reduce -1.4% |
| NVS Novartis AG-Sponsored ADR | 0.44% | 82,304 | $8.0M | Reduce -0.1% |
| UBER Uber Technologies Inc. | 0.42% | 127,010 | $7.7M | Add +11.9% |
| DHI D.R. Horton Inc. | 0.39% | 50,846 | $7.1M | Add +109.5% |
| EXPD Expeditors Intl Wash Inc. | 0.38% | 62,599 | $6.9M | Add +0.7% |
| DE Deere & Co. | 0.37% | 16,172 | $6.9M | Reduce -8.3% |
| EXPE Expedia Group Inc. | 0.35% | 34,052 | $6.3M | Reduce -0.3% |
| NSC Norfolk Southern Corp. | 0.34% | 26,543 | $6.2M | Reduce -0.3% |
| HD Home Depot Inc. | 0.33% | 15,716 | $6.1M | Add +1.2% |
| CCC CCC Intelligent Solutions Ho | 0.33% | 515,820 | $6.1M | Add +54.3% |
| XYZ Block Inc. | 0.31% | 67,643 | $5.7M | Reduce -0.2% |
| RSP Invesco S&P 500 Equal Weight | 0.31% | 32,659 | $5.7M | Add +35.9% |
| RH RH | 0.31% | 14,508 | $5.7M | Reduce -3.5% |
| WAT Waters Corp. | 0.31% | 15,162 | $5.6M | No change |
| LIN Linde PLC | 0.30% | 13,106 | $5.5M | Add +0.7% |
| SOLV Solventum Corp. | 0.27% | 76,171 | $5.0M | Add +111.3% |
| UNH Unitedhealth Group Inc. | 0.26% | 9,375 | $4.7M | Reduce -1.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.26% | 57,444 | $4.7M | Add +16.0% |
| PEP Pepsico Inc. | 0.25% | 30,633 | $4.7M | Reduce -23.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.25% | 105,914 | $4.7M | Reduce -51.9% |
| NKE Nike Inc. Class B | 0.25% | 60,587 | $4.6M | Reduce -1.5% |
| MCD McDonald's Corp. | 0.23% | 14,893 | $4.3M | Reduce -1.0% |
| CSCO Cisco Systems Inc. | 0.23% | 71,527 | $4.2M | Reduce -0.2% |
| SMG Scotts Miracle-Gro Co. | 0.22% | 61,190 | $4.1M | Add +0.3% |
| AMD Advanced Micro Devices | 0.21% | 31,480 | $3.8M | Add +22.2% |
| CPAY Corpay Inc. | 0.21% | 11,223 | $3.8M | Reduce -0.3% |
| SHV iShares 0-1 Year Treasury Bo | 0.20% | 34,011 | $3.7M | Reduce -22.0% |
| DHR Danaher Corp. | 0.19% | 15,391 | $3.5M | Add +3.3% |
| MDT Medtronic PLC | 0.19% | 42,641 | $3.4M | Reduce -0.7% |
| UPS United Parcel Service Class B | 0.18% | 26,908 | $3.4M | Reduce -12.3% |
| MU Micron Technology Inc. | 0.18% | 39,070 | $3.3M | Add +56.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.17% | 14,575 | $3.2M | Reduce -0.7% |
| CMG Chipotle Mexican Grill Inc. | 0.17% | 51,850 | $3.1M | No change |
| MDLZ Mondelez International Inc. Class A | 0.17% | 52,035 | $3.1M | Reduce -45.0% |
| SYY Sysco Corp. | 0.17% | 40,011 | $3.1M | Reduce -1.0% |
| BMY Bristol-Myers Squibb Co. | 0.16% | 51,909 | $2.9M | Add +3.7% |
| GRMN Garmin Ltd. | 0.16% | 14,225 | $2.9M | No change |
| ABT Abbott Laboratories | 0.15% | 24,154 | $2.7M | Reduce -0.3% |
| BLDR Builders Firstsource Inc. | 0.15% | 18,957 | $2.7M | Add +146.6% |
| RL Ralph Lauren Corp. | 0.15% | 11,695 | $2.7M | Reduce -0.4% |
| ASML ASML Holding NV-NY Reg SHS | 0.14% | 3,806 | $2.6M | Add +18.6% |
Portfolio Sells Q3 2024 → Q4 2024
| ADBE Adobe Inc. | Reduce -1.5% | 2.13% | −0.37 |
| LLY Eli Lilly & Co. | Reduce -1.8% | 2.00% | −0.32 |
| STZ Constellation Brands Inc. Class A | Reduce -81.8% | 0.06% | −0.29 |
| DOW Dow Inc. | Reduce -63.5% | 0.10% | −0.26 |
| GPN Global Payments Inc. | Reduce -39.7% | 0.45% | −0.22 |
| BAC Bank of America Corp. | Reduce -51.9% | 0.25% | −0.22 |
| MSFT Microsoft Corp. | Reduce -2.8% | 5.21% | −0.21 |
| MDLZ Mondelez International Inc. Class A | Reduce -45.0% | 0.17% | −0.21 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.16 |
| ZTS Zoetis Inc. | Reduce -1.4% | 0.79% | −0.16 |
| INTU Intuit Inc. | Reduce -6.4% | 2.95% | −0.14 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.14 |
| PVH PVH Corp. | Reduce -54.6% | 0.11% | −0.12 |
| ABBV Abbvie Inc. | Reduce -12.2% | 0.46% | −0.12 |
| TXN Texas Instruments Inc. | Reduce -0.2% | 1.24% | −0.12 |
| JNJ Johnson & Johnson | Reduce -7.4% | 0.56% | −0.11 |
| PEP Pepsico Inc. | Reduce -23.1% | 0.25% | −0.11 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -80.1% | 0.03% | −0.11 |
| ADI Analog Devices Inc. | Reduce -54.7% | 0.07% | −0.10 |
| CAR Avis Budget Group Inc. | Sold out | 0.00% | −0.08 |
| NVS Novartis AG-Sponsored ADR | Reduce -0.1% | 0.44% | −0.08 |
| FLG New York Community Bancorp | Sold out | 0.00% | −0.07 |
| ECL Ecolab Inc. | Reduce -0.5% | 0.85% | −0.07 |
| NXT Nextpower Inc. | Sold out | 0.00% | −0.07 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.07 |
| SLB SLB Ltd. | Sold out | 0.00% | −0.07 |
| CRL Charles River Laboratories | Reduce -4.5% | 0.66% | −0.07 |
| TMO Thermo Fisher Scientific Inc. | Reduce -22.0% | 0.14% | −0.07 |
| GFS Globalfoundries Inc. | Sold out | 0.00% | −0.07 |
| INTC Intel Corp. | Sold out | 0.00% | −0.07 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -22.0% | 0.20% | −0.06 |
| STLA Stellantis NV | Reduce -69.0% | 0.02% | −0.05 |
| NKE Nike Inc. Class B | Reduce -1.5% | 0.25% | −0.04 |
| AAP Advance Auto Parts Inc. | Reduce -43.9% | 0.09% | −0.04 |
| CVS CVS Health Corp. | Reduce -37.9% | 0.03% | −0.04 |
| UPS United Parcel Service Class B | Reduce -12.3% | 0.18% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -1.1% | 0.26% | −0.04 |
| OIH Vaneck Oil Services ETF | Sold out | 0.00% | −0.04 |
| AN Autonation Inc. | Reduce -1.4% | 0.44% | −0.03 |
| DE Deere & Co. | Reduce -8.3% | 0.37% | −0.02 |
| MDT Medtronic PLC | Reduce -0.7% | 0.19% | −0.02 |
| ULTA Ulta Beauty Inc. | Reduce -40.5% | 0.05% | −0.02 |
| SEIC Sei Investments Company | Sold out | 0.00% | −0.02 |
| KVUE Kenvue Inc. | Reduce -5.3% | 0.14% | −0.02 |
| NSC Norfolk Southern Corp. | Reduce -0.3% | 0.34% | −0.02 |
| META Meta Platforms Inc. Class A | Reduce -3.3% | 5.71% | −0.02 |
| KO The Coca-Cola Co. | Reduce -4.2% | 0.08% | −0.01 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.01 |
| PAA Plains All Amer Pipeline LP | Sold out | 0.00% | −0.01 |
| OMC Omnicom Group | Sold out | 0.00% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| AMZN Amazon.com Inc. | Add +5.0% | 4.17% | +0.82 |
| CART Maplebear Inc. | Add +73.1% | 0.44% | +0.19 |
| BKNG Booking Holdings Inc. | Add +0.1% | 1.03% | +0.16 |
| AXP American Express Co. | Add +0.8% | 1.61% | +0.16 |
| FVRR Fiverr International Ltd. | Add +26.4% | 0.44% | +0.16 |
| ABNB Airbnb Inc. Class A | New | 0.14% | +0.14 |
| BA The Boeing Co. | New | 0.14% | +0.14 |
| SOLV Solventum Corp. | Add +111.3% | 0.27% | +0.14 |
| DHI D.R. Horton Inc. | Add +109.5% | 0.39% | +0.14 |
| CCC CCC Intelligent Solutions Ho | Add +54.3% | 0.33% | +0.13 |
| V Visa Inc. Class A | Add +0.8% | 0.82% | +0.12 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +0.5% | 0.58% | +0.11 |
| C Citigroup Inc. | New | 0.11% | +0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +21.7% | 0.56% | +0.10 |
| SNPS Synopsys Inc. | Add +247.9% | 0.13% | +0.09 |
| RSP Invesco S&P 500 Equal Weight | Add +35.9% | 0.31% | +0.08 |
| TLT iShares 20+ Year Treasury BD | New | 0.08% | +0.08 |
| DELL Dell Technologies -C | Add +12.7% | 0.81% | +0.08 |
| BLDR Builders Firstsource Inc. | Add +146.6% | 0.15% | +0.07 |
| VOO Vanguard S&P 500 ETF | New | 0.06% | +0.06 |
| NBIS Nebius Group NV | New | 0.05% | +0.05 |
| TSLA Tesla Inc. | Add +3.8% | 0.12% | +0.05 |
| MU Micron Technology Inc. | Add +56.9% | 0.18% | +0.04 |
| QXO Qxo Inc. | New | 0.04% | +0.04 |
| SHY iShares 1-3 Year Treasury Bo | Add +16.0% | 0.26% | +0.03 |
| FXY Invesco Currencyshares Japan | New | 0.02% | +0.02 |
| BMY Bristol-Myers Squibb Co. | Add +3.7% | 0.16% | +0.02 |
| MS Morgan Stanley | New | 0.01% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +2.5% | 0.08% | +0.01 |
| EWBC East West Bancorp Inc. | New | 0.01% | +0.01 |
| PAG Penske Automotive Group Inc. | New | 0.01% | +0.01 |
| SYK Stryker Corp. | Add +0.9% | 0.78% | +0.01 |
| GLW Corning Inc. | Add +1.2% | 0.14% | +0.01 |
| FAST Fastenal Co. | Add +0.1% | 0.48% | +0.01 |
| PANW Palo Alto Networks Inc. | Add +10.0% | 0.04% | +0.01 |
| CONTEXTLOGIC INC - A | New | 0.00% | +0.00 |
| FSK FS KKR Capital Corp. | Add +9.3% | 0.02% | +0.00 |
| AZEK The Azek Co. Inc. | Add +0.7% | 0.10% | +0.00 |
| PBE Invesco Biotechnology & Geno | Add +4.5% | 0.03% | +0.00 |
| RTX RTX Corp. | Add +2.8% | 0.02% | −0.00 |
| ASML ASML Holding NV-NY Reg SHS | Add +18.6% | 0.14% | −0.00 |
| LPX Louisiana-Pacific Corp. | Add +1.1% | 0.04% | −0.00 |
| VRTX Vertex Pharmaceuticals Inc. | Add +9.9% | 0.02% | −0.00 |
| INDAPTUS THERAPEUTICS INC | Add +0.2% | 0.00% | −0.00 |
| BCO The Brink's Co. | Add +7.0% | 0.01% | −0.00 |
| TGT Target Corp. | Add +1.8% | 0.02% | −0.00 |
| VZ Verizon Communications Inc. | Add +0.9% | 0.03% | −0.00 |
| YUM Yum! Brands Inc. | Add +0.1% | 0.13% | −0.00 |
| HD Home Depot Inc. | Add +1.2% | 0.33% | −0.01 |
| AMD Advanced Micro Devices | Add +22.2% | 0.21% | −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 |