Investment House LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 8, 2025), Investment House LLC reported 213 stock positions worth $1.8 billion. Its top holding was Apple (AAPL) at 6.8% of the portfolio, followed by Meta Platforms Class A (META, 5.4%) and Microsoft (MSFT, 4.8%). Compared with Q4 2024, it opened 26 new positions, sold out of 12, added to 81 and reduced 63. The biggest buy was Uber Technologies (UBER, shares +43%) and the biggest sale Apple (AAPL, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- REDONDO BEACH, CA
- CIK
- 0001566030
- Portfolio Value
- $1.8B (Q1 2025)
- SEC Filing
- 0001398344-25-008970 ↗ filed May 8, 2025
Holdings Value
Holdings 213 stocks · $1.8B
| AAPL Apple Inc. | 6.77% | 535,285 | $118.9M | Reduce -3.6% |
| META Meta Platforms Inc. Class A | 5.39% | 164,129 | $94.6M | Reduce -8.5% |
| MSFT Microsoft Corp. | 4.78% | 223,533 | $83.9M | Reduce -1.6% |
| AMZN Amazon.com Inc. | 3.60% | 332,236 | $63.2M | Reduce -4.9% |
| COST Costco Wholesale Corp. | 3.55% | 65,960 | $62.4M | Add +1.3% |
| GOOGL Alphabet Inc. Class A | 3.03% | 344,723 | $53.3M | Reduce -2.0% |
| NVDA Nvidia Corp. | 2.90% | 470,255 | $51.0M | Reduce -0.8% |
| INTU Intuit Inc. | 2.77% | 79,211 | $48.6M | Reduce -8.2% |
| LLY Eli Lilly & Co. | 2.24% | 47,535 | $39.3M | Reduce -0.3% |
| MSI Motorola Solutions Inc. | 1.99% | 79,702 | $34.9M | Add +1.4% |
| ADBE Adobe Inc. | 1.96% | 89,629 | $34.4M | Add +1.8% |
| GOOG Alphabet Inc. Class C | 1.84% | 207,439 | $32.4M | Reduce -6.3% |
| WM Waste Management Inc. | 1.78% | 135,115 | $31.3M | Add +0.2% |
| ICE Intercontinental Exchange Inc. | 1.72% | 174,876 | $30.2M | Add +0.0% |
| ACN Accenture PLC Class A | 1.65% | 92,764 | $28.9M | Add +0.2% |
| AXP American Express Co. | 1.63% | 106,192 | $28.6M | Add +6.6% |
| PAYX Paychex Inc. | 1.60% | 181,951 | $28.1M | Add +0.5% |
| MELI MercadoLibre Inc. | 1.55% | 13,931 | $27.2M | Reduce -5.3% |
| ADP Automatic Data Processing | 1.52% | 87,531 | $26.7M | Reduce -0.0% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 1.45% | 2,482,374 | $25.4M | Add +6.0% |
| TXN Texas Instruments Inc. | 1.25% | 122,613 | $22.0M | Add +1.2% |
| LOW Lowe's Cos Inc. | 1.24% | 93,424 | $21.8M | Add +9.2% |
| QCOM Qualcomm Inc. | 1.22% | 139,070 | $21.4M | Add +1.4% |
| WSM Williams-Sonoma Inc. | 1.06% | 117,431 | $18.6M | Add +4.6% |
| BKNG Booking Holdings Inc. | 1.01% | 3,833 | $17.7M | Add +0.8% |
| SE Sea Ltd.-ADR | 0.98% | 131,668 | $17.2M | Reduce -0.2% |
| ECL Ecolab Inc. | 0.97% | 67,339 | $17.1M | Add +0.9% |
| ADSK Autodesk Inc. | 0.96% | 64,550 | $16.9M | Add +2.4% |
| V Visa Inc. Class A | 0.95% | 47,731 | $16.7M | Reduce -0.2% |
| CHD Church & Dwight Co. Inc. | 0.88% | 140,172 | $15.4M | Reduce -0.5% |
| DELL Dell Technologies -C | 0.86% | 166,335 | $15.2M | Add +28.4% |
| SYK Stryker Corp. | 0.85% | 40,046 | $14.9M | Add +0.5% |
| ZTS Zoetis Inc. | 0.85% | 90,161 | $14.8M | Add +1.4% |
| ISRG Intuitive Surgical Inc. | 0.81% | 28,625 | $14.2M | No change |
| UNP Union Pacific Corp. | 0.76% | 56,192 | $13.3M | Add +1.8% |
| UBER Uber Technologies Inc. | 0.76% | 182,194 | $13.3M | Add +43.5% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.74% | 13,074 | $12.9M | No change |
| APP AppLovin Corp. Class A | 0.71% | 46,900 | $12.4M | Reduce -1.1% |
| MRK Merck & Co. Inc. | 0.70% | 136,125 | $12.2M | Reduce -8.2% |
| JNJ Johnson & Johnson | 0.68% | 72,244 | $12.0M | Add +1.3% |
| EW Edwards Lifesciences Corp. | 0.66% | 159,854 | $11.6M | Reduce -1.1% |
| MA Mastercard Inc. Class A | 0.65% | 20,813 | $11.4M | Reduce -11.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.64% | 31,925 | $11.3M | Add +3.0% |
| AMGN Amgen Inc. | 0.63% | 35,470 | $11.1M | Reduce -0.2% |
| IBB iShares Biotechnology ETF | 0.62% | 85,656 | $11.0M | Add +3.2% |
| CMI Cummins Inc. | 0.62% | 34,805 | $10.9M | Add +3.0% |
| WMT Walmart Inc. | 0.59% | 117,453 | $10.3M | Add +0.2% |
| ABBV Abbvie Inc. | 0.57% | 47,946 | $10.0M | No change |
| TRMB Trimble Inc. | 0.57% | 152,485 | $10.0M | Reduce -0.4% |
| FDX FedEx Corp. | 0.57% | 41,045 | $10.0M | Reduce -5.1% |
| CRL Charles River Laboratories | 0.56% | 65,580 | $9.9M | Add +0.5% |
| PYPL PayPal Holdings Inc. | 0.55% | 148,373 | $9.7M | Reduce -16.9% |
| FAST Fastenal Co. | 0.55% | 124,665 | $9.7M | Add +2.6% |
| DHI D.R. Horton Inc. | 0.54% | 74,530 | $9.5M | Add +46.6% |
| CART Maplebear Inc. | 0.53% | 234,940 | $9.4M | Add +19.5% |
| ORCL Oracle Corp. | 0.53% | 66,137 | $9.2M | Add +2.8% |
| NVS Novartis AG-Sponsored ADR | 0.52% | 82,204 | $9.2M | Reduce -0.1% |
| CRM Salesforce Inc. | 0.51% | 33,405 | $9.0M | Reduce -14.6% |
| EXPD Expeditors Intl Wash Inc. | 0.46% | 66,744 | $8.0M | Add +6.6% |
| HPQ HP Inc. | 0.45% | 283,872 | $7.9M | Reduce -2.6% |
| EXPE Expedia Group Inc. | 0.44% | 46,407 | $7.8M | Add +36.3% |
| AN Autonation Inc. | 0.44% | 47,845 | $7.7M | Add +0.5% |
| DE Deere & Co. | 0.44% | 16,392 | $7.7M | Add +1.4% |
| FVRR Fiverr International Ltd. | 0.37% | 276,480 | $6.5M | Add +8.2% |
| GPN Global Payments Inc. | 0.36% | 64,463 | $6.3M | Reduce -11.8% |
| NSC Norfolk Southern Corp. | 0.36% | 26,593 | $6.3M | Add +0.2% |
| LIN Linde PLC | 0.35% | 13,206 | $6.1M | Add +0.8% |
| ABNB Airbnb Inc. Class A | 0.35% | 51,100 | $6.1M | Add +156.9% |
| HD Home Depot Inc. | 0.34% | 16,111 | $5.9M | Add +2.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.33% | 10,867 | $5.8M | Reduce -52.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.33% | 10,281 | $5.8M | New |
| WAT Waters Corp. | 0.31% | 14,587 | $5.4M | Reduce -3.8% |
| CPAY Corpay Inc. | 0.30% | 15,070 | $5.3M | Add +34.3% |
| BLDR Builders Firstsource Inc. | 0.29% | 40,663 | $5.1M | Add +114.5% |
| CCC CCC Intelligent Solutions Ho | 0.28% | 551,720 | $5.0M | Add +7.0% |
| UNH Unitedhealth Group Inc. | 0.28% | 9,275 | $4.9M | Reduce -1.1% |
| SOLV Solventum Corp. | 0.27% | 63,283 | $4.8M | Reduce -16.9% |
| MCD McDonald's Corp. | 0.26% | 14,893 | $4.7M | No change |
| NKE Nike Inc. Class B | 0.26% | 70,663 | $4.5M | Add +16.6% |
| CSCO Cisco Systems Inc. | 0.25% | 72,534 | $4.5M | Add +1.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.23% | 97,689 | $4.1M | Reduce -7.8% |
| PEP Pepsico Inc. | 0.23% | 26,481 | $4.0M | Reduce -13.6% |
| FXI iShares China Large-Cap ETF | 0.22% | 109,712 | $3.9M | New |
| MDT Medtronic PLC | 0.22% | 43,031 | $3.9M | Add +0.9% |
| SHV iShares 0-1 Year Treasury Bo | 0.22% | 34,812 | $3.8M | Add +2.4% |
| XYZ Block Inc. | 0.21% | 68,518 | $3.7M | Add +1.3% |
| AMD Advanced Micro Devices | 0.21% | 36,180 | $3.7M | Add +14.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 14,500 | $3.6M | Reduce -0.5% |
| RH RH | 0.19% | 14,343 | $3.4M | Reduce -1.1% |
| DHR Danaher Corp. | 0.19% | 16,226 | $3.3M | Add +5.4% |
| SMG Scotts Miracle-Gro Co. | 0.19% | 60,595 | $3.3M | Reduce -1.0% |
| SHY iShares 1-3 Year Treasury Bo | 0.18% | 39,147 | $3.2M | Reduce -31.9% |
| ABT Abbott Laboratories | 0.18% | 24,154 | $3.2M | No change |
| BMY Bristol-Myers Squibb Co. | 0.18% | 51,185 | $3.1M | Reduce -1.4% |
| GRMN Garmin Ltd. | 0.18% | 14,225 | $3.1M | No change |
| DOW Dow Inc. | 0.17% | 85,186 | $3.0M | Add +90.8% |
| SYY Sysco Corp. | 0.17% | 39,510 | $3.0M | Reduce -1.3% |
| KVUE Kenvue Inc. | 0.17% | 123,631 | $3.0M | Add +0.2% |
| UPS United Parcel Service Class B | 0.16% | 25,268 | $2.8M | Reduce -6.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.16% | 4,170 | $2.8M | Add +9.6% |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -3.6% | 6.77% | −0.80 |
| GOOGL Alphabet Inc. Class A | Reduce -2.0% | 3.03% | −0.59 |
| AMZN Amazon.com Inc. | Reduce -4.9% | 3.60% | −0.57 |
| NVDA Nvidia Corp. | Reduce -0.8% | 2.90% | −0.56 |
| GOOG Alphabet Inc. Class C | Reduce -6.3% | 1.84% | −0.45 |
| MSFT Microsoft Corp. | Reduce -1.6% | 4.78% | −0.43 |
| META Meta Platforms Inc. Class A | Reduce -8.5% | 5.39% | −0.33 |
| PYPL PayPal Holdings Inc. | Reduce -16.9% | 0.55% | −0.28 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -52.2% | 0.33% | −0.23 |
| CRM Salesforce Inc. | Reduce -14.6% | 0.51% | −0.20 |
| INTU Intuit Inc. | Reduce -8.2% | 2.77% | −0.18 |
| RSP Invesco S&P 500 Equal Weight | Reduce -59.6% | 0.13% | −0.18 |
| MDLZ Mondelez International Inc. Class A | Reduce -85.4% | 0.03% | −0.14 |
| BA The Boeing Co. | Sold out | 0.00% | −0.14 |
| APP AppLovin Corp. Class A | Reduce -1.1% | 0.71% | −0.13 |
| RH RH | Reduce -1.1% | 0.19% | −0.12 |
| PVH PVH Corp. | Sold out | 0.00% | −0.11 |
| C Citigroup Inc. | Sold out | 0.00% | −0.11 |
| MRK Merck & Co. Inc. | Reduce -8.2% | 0.70% | −0.11 |
| FDX FedEx Corp. | Reduce -5.1% | 0.57% | −0.09 |
| GPN Global Payments Inc. | Reduce -11.8% | 0.36% | −0.09 |
| ORLY O'reilly Automotive Inc. | Sold out | 0.00% | −0.08 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -31.9% | 0.18% | −0.07 |
| HPQ HP Inc. | Reduce -2.6% | 0.45% | −0.07 |
| VOO Vanguard S&P 500 ETF | Sold out | 0.00% | −0.06 |
| MU Micron Technology Inc. | Reduce -34.7% | 0.13% | −0.05 |
| TSLA Tesla Inc. | Reduce -13.0% | 0.07% | −0.05 |
| AAP Advance Auto Parts Inc. | Reduce -38.7% | 0.05% | −0.04 |
| AMLP Alerian MLP ETF | Sold out | 0.00% | −0.04 |
| STZ Constellation Brands Inc. Class A | Reduce -63.0% | 0.02% | −0.04 |
| AVGO Broadcom Inc. | Reduce -4.6% | 0.09% | −0.04 |
| SMG Scotts Miracle-Gro Co. | Reduce -1.0% | 0.19% | −0.03 |
| ADI Analog Devices Inc. | Reduce -42.3% | 0.04% | −0.03 |
| PEP Pepsico Inc. | Reduce -13.6% | 0.23% | −0.03 |
| UPS United Parcel Service Class B | Reduce -6.1% | 0.16% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -11.4% | 0.65% | −0.02 |
| BAC Bank of America Corp. | Reduce -7.8% | 0.23% | −0.02 |
| STLA Stellantis NV | Sold out | 0.00% | −0.02 |
| TRMB Trimble Inc. | Reduce -0.4% | 0.57% | −0.02 |
| WHR Whirlpool Corp. | Reduce -33.2% | 0.02% | −0.01 |
| EVR Evercore Inc. Class A | Sold out | 0.00% | −0.01 |
| PFF iShares Preferred & Income S | Sold out | 0.00% | −0.01 |
| MS Morgan Stanley | Sold out | 0.00% | −0.01 |
| EIX Edison International | Reduce -0.9% | 0.04% | −0.01 |
| PAG Penske Automotive Group Inc. | Sold out | 0.00% | −0.01 |
| F Ford Motor Co. | Sold out | 0.00% | −0.01 |
| ULTA Ulta Beauty Inc. | Reduce -9.3% | 0.04% | −0.01 |
| CAT Caterpillar Inc. | Reduce -0.4% | 0.11% | −0.01 |
| CLX Clorox Company | Reduce -14.2% | 0.02% | −0.00 |
| BIIB Biogen Inc. | Reduce -1.5% | 0.03% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| UBER Uber Technologies Inc. | Add +43.5% | 0.76% | +0.34 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.33% | +0.33 |
| COST Costco Wholesale Corp. | Add +1.3% | 3.55% | +0.31 |
| WM Waste Management Inc. | Add +0.2% | 1.78% | +0.30 |
| ICE Intercontinental Exchange Inc. | Add +0.0% | 1.72% | +0.30 |
| FXI iShares China Large-Cap ETF | New | 0.22% | +0.22 |
| PAYX Paychex Inc. | Add +0.5% | 1.60% | +0.22 |
| ABNB Airbnb Inc. Class A | Add +156.9% | 0.35% | +0.21 |
| DHI D.R. Horton Inc. | Add +46.6% | 0.54% | +0.15 |
| RACE Ferrari NV | New | 0.15% | +0.15 |
| BLDR Builders Firstsource Inc. | Add +114.5% | 0.29% | +0.14 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +6.0% | 1.45% | +0.13 |
| MCO Moody's Corp. | New | 0.12% | +0.12 |
| ECL Ecolab Inc. | Add +0.9% | 0.97% | +0.12 |
| JNJ Johnson & Johnson | Add +1.3% | 0.68% | +0.12 |
| FWONK Liberty Media Corp. Class C | New | 0.12% | +0.12 |
| FSLR First Solar Inc. | New | 0.11% | +0.11 |
| EWBC East West Bancorp Inc. | Add +953.9% | 0.12% | +0.11 |
| FOUR SHIFT4 Payments Inc. Class A | New | 0.11% | +0.11 |
| BAH Booz Allen Hamilton Holdings | New | 0.10% | +0.10 |
| NBIS Nebius Group NV | Add +292.0% | 0.15% | +0.10 |
| EXPE Expedia Group Inc. | Add +36.3% | 0.44% | +0.10 |
| CPAY Corpay Inc. | Add +34.3% | 0.30% | +0.09 |
| LOW Lowe's Cos Inc. | Add +9.2% | 1.24% | +0.09 |
| CART Maplebear Inc. | Add +19.5% | 0.53% | +0.09 |
| AGG iShares Core U.S. Aggregate | New | 0.09% | +0.09 |
| EXPD Expeditors Intl Wash Inc. | Add +6.6% | 0.46% | +0.08 |
| LAD Lithia Motors Inc. | New | 0.08% | +0.08 |
| FAST Fastenal Co. | Add +2.6% | 0.55% | +0.08 |
| DOW Dow Inc. | Add +90.8% | 0.17% | +0.07 |
| RDDT Reddit Inc. Class A | New | 0.07% | +0.07 |
| TTD Trade Desk Inc./the Class A | New | 0.07% | +0.07 |
| UNP Union Pacific Corp. | Add +1.8% | 0.76% | +0.07 |
| QCOM Qualcomm Inc. | Add +1.4% | 1.22% | +0.07 |
| HOOD Robinhood Markets Inc. Class A | New | 0.07% | +0.07 |
| SYK Stryker Corp. | Add +0.5% | 0.85% | +0.07 |
| DE Deere & Co. | Add +1.4% | 0.44% | +0.07 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +3.0% | 0.64% | +0.06 |
| SLB SLB Ltd. | New | 0.06% | +0.06 |
| ZTS Zoetis Inc. | Add +1.4% | 0.85% | +0.06 |
| QXO Qxo Inc. | Add +172.2% | 0.09% | +0.05 |
| LIN Linde PLC | Add +0.8% | 0.35% | +0.05 |
| DELL Dell Technologies -C | Add +28.4% | 0.86% | +0.05 |
| TLT iShares 20+ Year Treasury BD | Add +51.0% | 0.13% | +0.05 |
| EWZ iShares MSCI Brazil ETF | New | 0.04% | +0.04 |
| GILD Gilead Sciences Inc. | Add +13.4% | 0.12% | +0.04 |
| GFF Griffon Corp. | New | 0.04% | +0.04 |
| MDT Medtronic PLC | Add +0.9% | 0.22% | +0.03 |
| EWJ iShares MSCI Japan ETF | New | 0.03% | +0.03 |
| COIN Coinbase Global Inc. Class A | New | 0.03% | +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 |