Investment House LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Investment House LLC reported 216 stock positions worth $2.0 billion. Its top holding was Meta Platforms Class A (META) at 6.2% of the portfolio, followed by Apple (AAPL, 5.7%) and Microsoft (MSFT, 5.3%). Compared with Q1 2025, it opened 22 new positions, sold out of 19, added to 60 and reduced 101. The biggest buy was Meta Platforms Class A (META, shares +2%) and the biggest sale Merck (MRK, shares −55%).
- Most Recent 13F
- Q2 2026
- Location
- REDONDO BEACH, CA
- CIK
- 0001566030
- Portfolio Value
- $2.0B (Q2 2025)
- SEC Filing
- 0001398344-25-015489 ↗ filed Aug 14, 2025
Holdings Value
Holdings 216 stocks · $2.0B
| META Meta Platforms Inc. Class A | 6.22% | 166,688 | $123.0M | Add +1.6% |
| AAPL Apple Inc. | 5.74% | 553,357 | $113.5M | Add +3.4% |
| MSFT Microsoft Corp. | 5.33% | 211,949 | $105.4M | Reduce -5.2% |
| AMZN Amazon.com Inc. | 3.89% | 351,012 | $77.0M | Add +5.7% |
| NVDA Nvidia Corp. | 3.71% | 463,926 | $73.3M | Reduce -1.4% |
| COST Costco Wholesale Corp. | 3.23% | 64,586 | $63.9M | Reduce -2.1% |
| INTU Intuit Inc. | 3.14% | 78,773 | $62.0M | Reduce -0.6% |
| GOOGL Alphabet Inc. Class A | 3.04% | 341,448 | $60.2M | Reduce -0.9% |
| MELI MercadoLibre Inc. | 1.94% | 14,653 | $38.3M | Add +5.2% |
| LLY Eli Lilly & Co. | 1.86% | 47,165 | $36.8M | Reduce -0.8% |
| GOOG Alphabet Inc. Class C | 1.81% | 201,676 | $35.8M | Reduce -2.8% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 1.80% | 2,597,716 | $35.6M | Add +4.7% |
| AXP American Express Co. | 1.78% | 110,596 | $35.3M | Add +4.2% |
| ICE Intercontinental Exchange Inc. | 1.75% | 188,210 | $34.5M | Add +7.6% |
| ADBE Adobe Inc. | 1.74% | 89,186 | $34.5M | Reduce -0.5% |
| MSI Motorola Solutions Inc. | 1.68% | 79,000 | $33.2M | Reduce -0.9% |
| WM Waste Management Inc. | 1.56% | 134,446 | $30.8M | Reduce -0.5% |
| DELL Dell Technologies -C | 1.47% | 237,725 | $29.1M | Add +42.9% |
| ACN Accenture PLC Class A | 1.39% | 92,132 | $27.5M | Reduce -0.7% |
| ADP Automatic Data Processing | 1.36% | 87,496 | $27.0M | Reduce -0.0% |
| PAYX Paychex Inc. | 1.33% | 181,435 | $26.4M | Reduce -0.3% |
| TXN Texas Instruments Inc. | 1.27% | 121,438 | $25.2M | Reduce -1.0% |
| BKNG Booking Holdings Inc. | 1.12% | 3,818 | $22.1M | Reduce -0.4% |
| WSM Williams-Sonoma Inc. | 1.10% | 133,188 | $21.8M | Add +13.4% |
| QCOM Qualcomm Inc. | 1.08% | 134,493 | $21.4M | Reduce -3.3% |
| SE Sea Ltd.-ADR | 1.06% | 130,593 | $20.9M | Reduce -0.8% |
| UBER Uber Technologies Inc. | 1.01% | 213,057 | $19.9M | Add +16.9% |
| ADSK Autodesk Inc. | 1.00% | 64,119 | $19.8M | Reduce -0.7% |
| ECL Ecolab Inc. | 0.92% | 67,804 | $18.3M | Add +0.7% |
| LOW Lowe's Cos Inc. | 0.90% | 80,141 | $17.8M | Reduce -14.2% |
| APP AppLovin Corp. Class A | 0.89% | 50,362 | $17.6M | Add +7.4% |
| V Visa Inc. Class A | 0.86% | 48,100 | $17.1M | Add +0.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.82% | 31,915 | $16.3M | Reduce -0.0% |
| SYK Stryker Corp. | 0.81% | 40,242 | $15.9M | Add +0.5% |
| ISRG Intuitive Surgical Inc. | 0.79% | 28,625 | $15.6M | No change |
| JNJ Johnson & Johnson | 0.74% | 95,505 | $14.6M | Add +32.2% |
| ORCL Oracle Corp. | 0.73% | 66,306 | $14.5M | Add +0.3% |
| ZTS Zoetis Inc. | 0.72% | 91,026 | $14.2M | Add +1.0% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.68% | 13,002 | $13.5M | Reduce -0.6% |
| NBIS Nebius Group NV | 0.67% | 238,759 | $13.2M | Add +90.7% |
| UNP Union Pacific Corp. | 0.65% | 55,845 | $12.8M | Reduce -0.6% |
| CART Maplebear Inc. | 0.64% | 279,685 | $12.7M | Add +19.1% |
| EW Edwards Lifesciences Corp. | 0.63% | 158,539 | $12.4M | Reduce -0.8% |
| IBB iShares Biotechnology ETF | 0.61% | 94,948 | $12.0M | Add +10.8% |
| CRM Salesforce Inc. | 0.60% | 43,513 | $11.9M | Add +30.3% |
| EXPE Expedia Group Inc. | 0.60% | 70,234 | $11.8M | Add +51.3% |
| MA Mastercard Inc. Class A | 0.58% | 20,555 | $11.6M | Reduce -1.2% |
| TRMB Trimble Inc. | 0.58% | 150,785 | $11.5M | Reduce -1.1% |
| WMT Walmart Inc. | 0.58% | 117,003 | $11.4M | Reduce -0.4% |
| CMI Cummins Inc. | 0.57% | 34,252 | $11.2M | Reduce -1.6% |
| CHD Church & Dwight Co. Inc. | 0.56% | 115,238 | $11.1M | Reduce -17.8% |
| PYPL PayPal Holdings Inc. | 0.55% | 146,380 | $10.9M | Reduce -1.3% |
| FAST Fastenal Co. | 0.53% | 248,603 | $10.4M | Reduce -0.3% |
| ABNB Airbnb Inc. Class A | 0.51% | 75,640 | $10.0M | Add +48.0% |
| NVS Novartis AG-Sponsored ADR | 0.50% | 81,817 | $9.9M | Reduce -0.5% |
| AMGN Amgen Inc. | 0.49% | 34,567 | $9.7M | Reduce -2.5% |
| UNH Unitedhealth Group Inc. | 0.48% | 30,236 | $9.4M | Add +226.0% |
| AN Autonation Inc. | 0.46% | 46,240 | $9.2M | Reduce -3.4% |
| RDDT Reddit Inc. Class A | 0.46% | 59,992 | $9.0M | Add +405.5% |
| ABBV Abbvie Inc. | 0.45% | 47,692 | $8.9M | Reduce -0.5% |
| DE Deere & Co. | 0.42% | 16,250 | $8.3M | Reduce -0.9% |
| FVRR Fiverr International Ltd. | 0.41% | 277,390 | $8.1M | Add +0.3% |
| CCC CCC Intelligent Solutions Ho | 0.37% | 786,825 | $7.4M | Add +42.6% |
| DHI D.R. Horton Inc. | 0.35% | 53,997 | $7.0M | Reduce -27.6% |
| CPAY Corpay Inc. | 0.34% | 20,403 | $6.8M | Add +35.4% |
| EXPD Expeditors Intl Wash Inc. | 0.34% | 59,159 | $6.8M | Reduce -11.4% |
| NSC Norfolk Southern Corp. | 0.34% | 26,393 | $6.8M | Reduce -0.8% |
| FDX FedEx Corp. | 0.33% | 29,112 | $6.6M | Reduce -29.1% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.33% | 90,012 | $6.5M | Add +297.2% |
| LIN Linde PLC | 0.31% | 12,987 | $6.1M | Reduce -1.7% |
| HD Home Depot Inc. | 0.30% | 16,066 | $5.9M | Reduce -0.3% |
| BLDR Builders Firstsource Inc. | 0.29% | 47,007 | $5.7M | Add +15.6% |
| CPNG Coupang Inc. | 0.29% | 190,183 | $5.7M | Add +266.8% |
| AMD Advanced Micro Devices | 0.28% | 38,860 | $5.5M | Add +7.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.27% | 11,001 | $5.3M | Add +1.2% |
| SOLV Solventum Corp. | 0.26% | 67,628 | $5.1M | Add +6.9% |
| WAT Waters Corp. | 0.26% | 14,454 | $5.0M | Reduce -0.9% |
| CSCO Cisco Systems Inc. | 0.25% | 72,607 | $5.0M | Add +0.1% |
| MRK Merck & Co. Inc. | 0.24% | 60,688 | $4.8M | Reduce -55.4% |
| CRL Charles River Laboratories | 0.24% | 31,413 | $4.8M | Reduce -52.1% |
| TLT iShares 20+ Year Treasury BD | 0.23% | 52,670 | $4.6M | Add +111.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.23% | 95,879 | $4.5M | Reduce -1.9% |
| QXO Qxo Inc. | 0.22% | 201,194 | $4.3M | Add +66.5% |
| MCD McDonald's Corp. | 0.22% | 14,736 | $4.3M | Reduce -1.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.22% | 14,500 | $4.3M | No change |
| NKE Nike Inc. Class B | 0.22% | 59,887 | $4.3M | Reduce -15.3% |
| XBI SS SPDR S&P Biotech ETF | 0.21% | 49,515 | $4.1M | Add +1093.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.21% | 32,892 | $4.1M | Add +532.5% |
| SHV iShares 0-1 Year Treasury Bo | 0.19% | 34,812 | $3.8M | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.19% | 45,539 | $3.8M | Add +16.3% |
| SMG Scotts Miracle-Gro Co. | 0.19% | 56,565 | $3.7M | Reduce -6.7% |
| MDT Medtronic PLC | 0.19% | 42,068 | $3.7M | Reduce -2.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.18% | 5,902 | $3.6M | Reduce -42.6% |
| GFF Griffon Corp. | 0.18% | 48,501 | $3.5M | Add +458.8% |
| BABA Alibaba Group Holding-SP ADR | 0.18% | 30,700 | $3.5M | Add +1435.0% |
| XYZ Block Inc. | 0.17% | 50,878 | $3.5M | Reduce -25.8% |
| ASML ASML Holding NV-NY Reg SHS | 0.17% | 4,189 | $3.4M | Add +0.5% |
| ABT Abbott Laboratories | 0.17% | 24,088 | $3.3M | Reduce -0.3% |
| PWR Quanta Services Inc. | 0.16% | 8,577 | $3.2M | New |
| RL Ralph Lauren Corp. | 0.16% | 11,730 | $3.2M | Reduce -0.3% |
Portfolio Sells Q1 2025 → Q2 2025
| MRK Merck & Co. Inc. | Reduce -55.4% | 0.24% | −0.45 |
| LLY Eli Lilly & Co. | Reduce -0.8% | 1.86% | −0.38 |
| GPN Global Payments Inc. | Sold out | 0.00% | −0.36 |
| LOW Lowe's Cos Inc. | Reduce -14.2% | 0.90% | −0.34 |
| HPQ HP Inc. | Reduce -67.6% | 0.11% | −0.33 |
| CRL Charles River Laboratories | Reduce -52.1% | 0.24% | −0.32 |
| CHD Church & Dwight Co. Inc. | Reduce -17.8% | 0.56% | −0.32 |
| COST Costco Wholesale Corp. | Reduce -2.1% | 3.23% | −0.32 |
| MSI Motorola Solutions Inc. | Reduce -0.9% | 1.68% | −0.31 |
| PAYX Paychex Inc. | Reduce -0.3% | 1.33% | −0.26 |
| ACN Accenture PLC Class A | Reduce -0.7% | 1.39% | −0.26 |
| FDX FedEx Corp. | Reduce -29.1% | 0.33% | −0.23 |
| WM Waste Management Inc. | Reduce -0.5% | 1.56% | −0.23 |
| ADBE Adobe Inc. | Reduce -0.5% | 1.74% | −0.21 |
| DHI D.R. Horton Inc. | Reduce -27.6% | 0.35% | −0.19 |
| FXI iShares China Large-Cap ETF | Reduce -81.3% | 0.04% | −0.19 |
| ADP Automatic Data Processing | Reduce -0.0% | 1.36% | −0.16 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -42.6% | 0.18% | −0.14 |
| AMGN Amgen Inc. | Reduce -2.5% | 0.49% | −0.14 |
| RACE Ferrari NV | Reduce -92.8% | 0.01% | −0.14 |
| QCOM Qualcomm Inc. | Reduce -3.3% | 1.08% | −0.13 |
| UPS United Parcel Service Class B | Reduce -78.2% | 0.03% | −0.13 |
| RH RH | Reduce -53.4% | 0.06% | −0.13 |
| MCO Moody's Corp. | Sold out | 0.00% | −0.12 |
| ABBV Abbvie Inc. | Reduce -0.5% | 0.45% | −0.12 |
| DHR Danaher Corp. | Reduce -59.7% | 0.07% | −0.12 |
| FWONK Liberty Media Corp. Class C | Sold out | 0.00% | −0.12 |
| EXPD Expeditors Intl Wash Inc. | Reduce -11.4% | 0.34% | −0.12 |
| FSLR First Solar Inc. | Sold out | 0.00% | −0.11 |
| EWBC East West Bancorp Inc. | Reduce -90.5% | 0.01% | −0.11 |
| UNP Union Pacific Corp. | Reduce -0.6% | 0.65% | −0.11 |
| FOUR SHIFT4 Payments Inc. Class A | Sold out | 0.00% | −0.11 |
| BAH Booz Allen Hamilton Holdings | Sold out | 0.00% | −0.10 |
| BMY Bristol-Myers Squibb Co. | Reduce -37.5% | 0.07% | −0.10 |
| DOW Dow Inc. | Reduce -40.7% | 0.07% | −0.10 |
| RSP Invesco S&P 500 Equal Weight | Reduce -59.3% | 0.05% | −0.08 |
| PEP Pepsico Inc. | Reduce -12.4% | 0.15% | −0.07 |
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −0.07 |
| MA Mastercard Inc. Class A | Reduce -1.2% | 0.58% | −0.07 |
| SLB SLB Ltd. | Sold out | 0.00% | −0.06 |
| TMO Thermo Fisher Scientific Inc. | Reduce -15.7% | 0.09% | −0.06 |
| CMI Cummins Inc. | Reduce -1.6% | 0.57% | −0.05 |
| GWW WW Grainger Inc. | Reduce -0.6% | 0.68% | −0.05 |
| WAT Waters Corp. | Reduce -0.9% | 0.26% | −0.05 |
| AGG iShares Core U.S. Aggregate | Reduce -50.2% | 0.04% | −0.05 |
| AAP Advance Auto Parts Inc. | Sold out | 0.00% | −0.05 |
| MCD McDonald's Corp. | Reduce -1.1% | 0.22% | −0.05 |
| LIN Linde PLC | Reduce -1.7% | 0.31% | −0.04 |
| NKE Nike Inc. Class B | Reduce -15.3% | 0.22% | −0.04 |
| LAD Lithia Motors Inc. | Reduce -51.7% | 0.04% | −0.04 |
Portfolio Buys Q1 2025 → Q2 2025
| META Meta Platforms Inc. Class A | Add +1.6% | 6.22% | +0.84 |
| DELL Dell Technologies -C | Add +42.9% | 1.47% | +0.61 |
| NBIS Nebius Group NV | Add +90.7% | 0.67% | +0.52 |
| MELI MercadoLibre Inc. | Add +5.2% | 1.94% | +0.39 |
| RDDT Reddit Inc. Class A | Add +405.5% | 0.46% | +0.39 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +4.7% | 1.80% | +0.36 |
| AMZN Amazon.com Inc. | Add +5.7% | 3.89% | +0.30 |
| TTD Trade Desk Inc./the Class A | Add +297.2% | 0.33% | +0.26 |
| UBER Uber Technologies Inc. | Add +16.9% | 1.01% | +0.25 |
| CPNG Coupang Inc. | Add +266.8% | 0.29% | +0.22 |
| ORCL Oracle Corp. | Add +0.3% | 0.73% | +0.21 |
| UNH Unitedhealth Group Inc. | Add +226.0% | 0.48% | +0.20 |
| XBI SS SPDR S&P Biotech ETF | Add +1093.1% | 0.21% | +0.19 |
| APP AppLovin Corp. Class A | Add +7.4% | 0.89% | +0.18 |
| DIS The Walt Disney Co. | Add +532.5% | 0.21% | +0.18 |
| PWR Quanta Services Inc. | New | 0.16% | +0.16 |
| BABA Alibaba Group Holding-SP ADR | Add +1435.0% | 0.18% | +0.16 |
| ABNB Airbnb Inc. Class A | Add +48.0% | 0.51% | +0.16 |
| AXP American Express Co. | Add +4.2% | 1.78% | +0.16 |
| EXPE Expedia Group Inc. | Add +51.3% | 0.60% | +0.15 |
| COF Capital One Financial Corp. | New | 0.15% | +0.15 |
| BN Brookfield Corp. | New | 0.15% | +0.15 |
| GFF Griffon Corp. | Add +458.8% | 0.18% | +0.14 |
| WBD Warner Bros Discovery Inc. | New | 0.13% | +0.13 |
| QXO Qxo Inc. | Add +66.5% | 0.22% | +0.13 |
| CART Maplebear Inc. | Add +19.1% | 0.64% | +0.11 |
| TLT iShares 20+ Year Treasury BD | Add +111.2% | 0.23% | +0.11 |
| CCC CCC Intelligent Solutions Ho | Add +42.6% | 0.37% | +0.09 |
| CRM Salesforce Inc. | Add +30.3% | 0.60% | +0.09 |
| TTAN Servicetitan Inc. Class A | New | 0.08% | +0.08 |
| AMD Advanced Micro Devices | Add +7.4% | 0.28% | +0.07 |
| JNJ Johnson & Johnson | Add +32.2% | 0.74% | +0.06 |
| VT Vanguard Tot World STK ETF | New | 0.05% | +0.05 |
| SCHW Schwab (charles) Corp. | New | 0.05% | +0.05 |
| HCC Warrior Met Coal Inc. | New | 0.05% | +0.05 |
| WSM Williams-Sonoma Inc. | Add +13.4% | 1.10% | +0.04 |
| CPAY Corpay Inc. | Add +35.4% | 0.34% | +0.04 |
| FXE Invesco Currencyshares Euro | New | 0.04% | +0.04 |
| FVRR Fiverr International Ltd. | Add +0.3% | 0.41% | +0.04 |
| CNR Core Natural Resources Inc. | New | 0.03% | +0.03 |
| AMR Alpha Metallurgical Resource | New | 0.03% | +0.03 |
| OLN Olin Corp. | New | 0.03% | +0.03 |
| TOL Toll Brothers Inc. | Add +34.3% | 0.13% | +0.03 |
| ICE Intercontinental Exchange Inc. | Add +7.6% | 1.75% | +0.03 |
| INTC Intel Corp. | New | 0.02% | +0.02 |
| BLD Topbuild Corp. | New | 0.02% | +0.02 |
| SNPS Synopsys Inc. | Add +4.3% | 0.16% | +0.02 |
| IREN Iren Ltd. | New | 0.01% | +0.01 |
| ZS Zscaler Inc. | New | 0.01% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.5% | 0.17% | +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 |