Investment House LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 6, 2026), Investment House LLC reported 215 stock positions worth $2.1 billion. Its top holding was Apple (AAPL) at 6.7% of the portfolio, followed by Alphabet Class A (GOOGL, 5.5%) and Meta Platforms Class A (META, 5.0%). Compared with Q3 2025, it opened 14 new positions, sold out of 21, added to 46 and reduced 107. The biggest buy was Molina Healthcare (MOH, shares +2709%) and the biggest sale Motorola Solutions (MSI, shares −28%).
- Most Recent 13F
- Q2 2026
- Location
- REDONDO BEACH, CA
- CIK
- 0001566030
- Portfolio Value
- $2.1B (Q4 2025)
- SEC Filing
- 0001398344-26-002352 ↗ filed Feb 6, 2026
Holdings Value
Holdings 215 stocks · $2.1B
| AAPL Apple Inc. | 6.71% | 519,601 | $141.3M | Reduce -1.0% |
| GOOGL Alphabet Inc. Class A | 5.51% | 370,462 | $116.0M | Reduce -0.1% |
| META Meta Platforms Inc. Class A | 5.05% | 160,951 | $106.2M | Add +0.8% |
| MSFT Microsoft Corp. | 4.72% | 205,344 | $99.3M | Reduce -0.8% |
| NVDA Nvidia Corp. | 4.03% | 454,137 | $84.7M | Reduce -0.5% |
| AMZN Amazon.com Inc. | 3.61% | 328,924 | $75.9M | Add +0.5% |
| GOOG Alphabet Inc. Class C | 3.12% | 209,480 | $65.7M | Reduce -1.4% |
| COST Costco Wholesale Corp. | 2.60% | 63,541 | $54.8M | Reduce -1.7% |
| INTU Intuit Inc. | 2.41% | 76,468 | $50.7M | Reduce -1.1% |
| LLY Eli Lilly & Co. | 2.40% | 46,893 | $50.4M | Reduce -0.3% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 2.06% | 2,588,691 | $43.3M | Add +1.3% |
| AXP American Express Co. | 1.94% | 110,567 | $40.9M | Reduce -0.2% |
| ADBE Adobe Inc. | 1.63% | 97,851 | $34.2M | Add +2.5% |
| APP AppLovin Corp. Class A | 1.61% | 50,370 | $33.9M | Reduce -2.7% |
| DELL Dell Technologies -C | 1.55% | 259,815 | $32.7M | Add +8.7% |
| ICE Intercontinental Exchange Inc. | 1.43% | 185,325 | $30.0M | Reduce -1.5% |
| WM Waste Management Inc. | 1.38% | 131,968 | $29.0M | Reduce -1.5% |
| MELI MercadoLibre Inc. | 1.34% | 13,989 | $28.2M | Reduce -5.6% |
| UNH Unitedhealth Group Inc. | 1.26% | 80,166 | $26.5M | Add +15.5% |
| WSM Williams-Sonoma Inc. | 1.13% | 133,498 | $23.8M | Reduce -0.1% |
| ADP Automatic Data Processing | 1.06% | 87,005 | $22.4M | Reduce -0.9% |
| QCOM Qualcomm Inc. | 1.05% | 128,828 | $22.0M | Reduce -0.6% |
| MSI Motorola Solutions Inc. | 1.04% | 57,135 | $21.9M | Reduce -27.5% |
| BKNG Booking Holdings Inc. | 0.98% | 3,832 | $20.5M | Add +0.2% |
| EXPE Expedia Group Inc. | 0.97% | 71,989 | $20.4M | Reduce -0.3% |
| PAYX Paychex Inc. | 0.96% | 180,970 | $20.3M | Reduce -0.3% |
| JNJ Johnson & Johnson | 0.94% | 95,829 | $19.8M | Reduce -0.3% |
| LOW Lowe's Cos Inc. | 0.93% | 81,076 | $19.6M | Add +0.7% |
| ADSK Autodesk Inc. | 0.90% | 63,699 | $18.9M | Reduce -0.7% |
| NBIS Nebius Group NV | 0.87% | 218,858 | $18.3M | Reduce -15.6% |
| TXN Texas Instruments Inc. | 0.86% | 103,982 | $18.0M | Reduce -14.0% |
| ECL Ecolab Inc. | 0.85% | 67,735 | $17.8M | Reduce -0.1% |
| CMI Cummins Inc. | 0.82% | 33,947 | $17.3M | Reduce -0.9% |
| SE Sea Ltd.-ADR | 0.81% | 133,668 | $17.1M | Add +1.4% |
| IBB iShares Biotechnology ETF | 0.79% | 97,917 | $16.5M | Reduce -0.9% |
| V Visa Inc. Class A | 0.77% | 46,453 | $16.3M | Reduce -1.6% |
| ISRG Intuitive Surgical Inc. | 0.77% | 28,680 | $16.2M | Add +0.2% |
| ACN Accenture PLC Class A | 0.75% | 59,087 | $15.9M | Reduce -29.3% |
| QXO Qxo Inc. | 0.73% | 799,935 | $15.4M | Add +16.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.71% | 31,965 | $15.0M | Reduce -0.2% |
| MOH Molina Healthcare Inc. | 0.70% | 84,280 | $14.6M | Add +2709.3% |
| SYK Stryker Corp. | 0.67% | 40,342 | $14.2M | Reduce -0.4% |
| RDDT Reddit Inc. Class A | 0.67% | 60,995 | $14.0M | Add +0.1% |
| UBER Uber Technologies Inc. | 0.64% | 163,785 | $13.4M | Reduce -20.2% |
| CART Maplebear Inc. | 0.64% | 297,378 | $13.4M | Add +3.7% |
| WMT Walmart Inc. | 0.62% | 117,047 | $13.0M | Add +0.0% |
| ALGN Align Technology Inc. | 0.61% | 82,117 | $12.8M | Add +61.0% |
| FDS Factset Research Systems Inc. | 0.58% | 42,393 | $12.3M | Add +311.5% |
| UNP Union Pacific Corp. | 0.58% | 52,692 | $12.2M | Reduce -4.0% |
| ABNB Airbnb Inc. Class A | 0.55% | 85,725 | $11.6M | Add +5.9% |
| ORCL Oracle Corp. | 0.54% | 58,453 | $11.4M | Reduce -12.2% |
| NVS Novartis AG-Sponsored ADR | 0.54% | 81,848 | $11.3M | Reduce -0.2% |
| TRMB Trimble Inc. | 0.53% | 143,366 | $11.2M | Reduce -4.9% |
| MA Mastercard Inc. Class A | 0.53% | 19,571 | $11.2M | Reduce -2.2% |
| XBI SS SPDR S&P Biotech ETF | 0.53% | 91,495 | $11.2M | Reduce -0.5% |
| ABBV Abbvie Inc. | 0.51% | 47,122 | $10.8M | Reduce -1.2% |
| EW Edwards Lifesciences Corp. | 0.49% | 120,800 | $10.3M | Reduce -17.1% |
| GWW WW Grainger Inc. | 0.46% | 9,559 | $9.6M | Reduce -11.7% |
| AN Autonation Inc. | 0.45% | 46,240 | $9.5M | No change |
| FIGR Figure Technology Solut Class A | 0.43% | 220,525 | $9.0M | New |
| PYPL PayPal Holdings Inc. | 0.42% | 150,675 | $8.8M | Add +2.2% |
| EXPD Expeditors Intl Wash Inc. | 0.41% | 58,303 | $8.7M | Reduce -1.9% |
| PGR Progressive Corp. | 0.40% | 37,095 | $8.4M | New |
| AMGN Amgen Inc. | 0.40% | 25,552 | $8.4M | Reduce -1.3% |
| AMD Advanced Micro Devices | 0.40% | 38,930 | $8.3M | Reduce -0.4% |
| CHD Church & Dwight Co. Inc. | 0.38% | 96,589 | $8.1M | Reduce -11.8% |
| CPNG Coupang Inc. | 0.37% | 331,422 | $7.8M | Reduce -1.1% |
| DHI D.R. Horton Inc. | 0.37% | 53,911 | $7.8M | Reduce -8.5% |
| DE Deere & Co. | 0.36% | 16,262 | $7.6M | Add +0.1% |
| NSC Norfolk Southern Corp. | 0.35% | 25,722 | $7.4M | Reduce -0.6% |
| MU Micron Technology Inc. | 0.32% | 23,760 | $6.8M | Reduce -1.8% |
| JPM JPMorgan Chase & Co. | 0.31% | 20,018 | $6.5M | Add +33.6% |
| FDX FedEx Corp. | 0.29% | 21,207 | $6.1M | Reduce -7.2% |
| RSP Invesco S&P 500 Equal Weight | 0.28% | 31,091 | $6.0M | Add +35.9% |
| MRK Merck & Co. Inc. | 0.28% | 55,454 | $5.8M | Reduce -3.8% |
| CSCO Cisco Systems Inc. | 0.27% | 73,450 | $5.7M | Reduce -0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.27% | 11,146 | $5.6M | Reduce -2.6% |
| HD Home Depot Inc. | 0.26% | 15,748 | $5.4M | Reduce -1.8% |
| WAT Waters Corp. | 0.25% | 14,083 | $5.3M | Reduce -1.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.25% | 95,879 | $5.3M | No change |
| CRL Charles River Laboratories | 0.23% | 24,442 | $4.9M | Reduce -10.8% |
| TOL Toll Brothers Inc. | 0.22% | 33,849 | $4.6M | Add +103.2% |
| GLW Corning Inc. | 0.22% | 51,815 | $4.5M | Add +0.3% |
| SOLV Solventum Corp. | 0.21% | 54,511 | $4.3M | Reduce -18.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.20% | 14,400 | $4.3M | No change |
| IBKR Interactive Brokers Gro Class A | 0.20% | 64,913 | $4.2M | Add +5.2% |
| RL Ralph Lauren Corp. | 0.20% | 11,630 | $4.1M | No change |
| FAST Fastenal Co. | 0.19% | 101,637 | $4.1M | Reduce -59.8% |
| MDT Medtronic PLC | 0.19% | 41,923 | $4.0M | Reduce -0.1% |
| CPAY Corpay Inc. | 0.19% | 13,325 | $4.0M | Add +13.9% |
| SHV iShares 0-1 Year Treasury Bo | 0.19% | 36,166 | $4.0M | Add +3.2% |
| NKE Nike Inc. Class B | 0.18% | 57,981 | $3.7M | Reduce -1.6% |
| VAL Valaris Ltd. | 0.17% | 72,674 | $3.7M | New |
| BLDR Builders Firstsource Inc. | 0.17% | 34,132 | $3.5M | Reduce -27.5% |
| BN Brookfield Corp. | 0.16% | 72,894 | $3.3M | Add +1.1% |
| CAT Caterpillar Inc. | 0.16% | 5,808 | $3.3M | No change |
| CMCSA Comcast Corp. Class A | 0.16% | 110,943 | $3.3M | New |
| SHY iShares 1-3 Year Treasury Bo | 0.16% | 39,454 | $3.3M | Reduce -8.4% |
| MCD McDonald's Corp. | 0.15% | 10,592 | $3.2M | Reduce -14.0% |
| ASML ASML Holding NV-NY Reg SHS | 0.15% | 2,989 | $3.2M | No change |
Portfolio Sells Q3 2025 → Q4 2025
| MSI Motorola Solutions Inc. | Reduce -27.5% | 1.04% | −0.67 |
| NBIS Nebius Group NV | Reduce -15.6% | 0.87% | −0.51 |
| FAST Fastenal Co. | Reduce -59.8% | 0.19% | −0.39 |
| MSFT Microsoft Corp. | Reduce -0.8% | 4.72% | −0.37 |
| ORCL Oracle Corp. | Reduce -12.2% | 0.54% | −0.35 |
| UBER Uber Technologies Inc. | Reduce -20.2% | 0.64% | −0.32 |
| MELI MercadoLibre Inc. | Reduce -5.6% | 1.34% | −0.30 |
| CCC CCC Intelligent Solutions Ho | Reduce -78.6% | 0.07% | −0.30 |
| WBD Warner Bros Discovery Inc. | Sold out | 0.00% | −0.28 |
| LIN Linde PLC | Reduce -95.5% | 0.01% | −0.27 |
| FVRR Fiverr International Ltd. | Reduce -73.8% | 0.07% | −0.27 |
| COST Costco Wholesale Corp. | Reduce -1.7% | 2.60% | −0.23 |
| ACN Accenture PLC Class A | Reduce -29.3% | 0.75% | −0.22 |
| INTC Intel Corp. | Reduce -90.8% | 0.02% | −0.21 |
| ZTS Zoetis Inc. | Reduce -51.2% | 0.15% | −0.20 |
| TXN Texas Instruments Inc. | Reduce -14.0% | 0.86% | −0.20 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -71.5% | 0.07% | −0.17 |
| ADP Automatic Data Processing | Reduce -0.9% | 1.06% | −0.16 |
| APP AppLovin Corp. Class A | Reduce -2.7% | 1.61% | −0.15 |
| CPNG Coupang Inc. | Reduce -1.1% | 0.37% | −0.14 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -75.6% | 0.05% | −0.13 |
| PAYX Paychex Inc. | Reduce -0.3% | 0.96% | −0.13 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.11 |
| PDD PDD Holdings Inc. | Sold out | 0.00% | −0.11 |
| WSM Williams-Sonoma Inc. | Reduce -0.1% | 1.13% | −0.11 |
| DHI D.R. Horton Inc. | Reduce -8.5% | 0.37% | −0.10 |
| BLDR Builders Firstsource Inc. | Reduce -27.5% | 0.17% | −0.10 |
| INTU Intuit Inc. | Reduce -1.1% | 2.41% | −0.10 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.09 |
| CNC Centene Corp. | Sold out | 0.00% | −0.09 |
| ICE Intercontinental Exchange Inc. | Reduce -1.5% | 1.43% | −0.08 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.08 |
| RH RH | Sold out | 0.00% | −0.08 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −0.07 |
| CHD Church & Dwight Co. Inc. | Reduce -11.8% | 0.38% | −0.07 |
| ADSK Autodesk Inc. | Reduce -0.7% | 0.90% | −0.07 |
| HD Home Depot Inc. | Reduce -1.8% | 0.26% | −0.05 |
| TRMB Trimble Inc. | Reduce -4.9% | 0.53% | −0.05 |
| COIN Coinbase Global Inc. Class A | Reduce -48.1% | 0.03% | −0.05 |
| EW Edwards Lifesciences Corp. | Reduce -17.1% | 0.49% | −0.05 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.05 |
| HPQ HP Inc. | Reduce -34.0% | 0.05% | −0.04 |
| GFF Griffon Corp. | Sold out | 0.00% | −0.04 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −0.04 |
| BIDU Baidu Inc. - Spon ADR | Sold out | 0.00% | −0.04 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.04 |
| SYK Stryker Corp. | Reduce -0.4% | 0.67% | −0.04 |
| UNP Union Pacific Corp. | Reduce -4.0% | 0.58% | −0.04 |
| ECL Ecolab Inc. | Reduce -0.1% | 0.85% | −0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -0.2% | 0.71% | −0.03 |
Portfolio Buys Q3 2025 → Q4 2025
| MOH Molina Healthcare Inc. | Add +2709.3% | 0.70% | +0.67 |
| FDS Factset Research Systems Inc. | Add +311.5% | 0.58% | +0.44 |
| FIGR Figure Technology Solut Class A | New | 0.43% | +0.43 |
| PGR Progressive Corp. | New | 0.40% | +0.40 |
| ALGN Align Technology Inc. | Add +61.0% | 0.61% | +0.31 |
| AMZN Amazon.com Inc. | Add +0.5% | 3.61% | +0.20 |
| VAL Valaris Ltd. | New | 0.17% | +0.17 |
| ISRG Intuitive Surgical Inc. | Add +0.2% | 0.77% | +0.16 |
| CMCSA Comcast Corp. Class A | New | 0.16% | +0.16 |
| CART Maplebear Inc. | Add +3.7% | 0.64% | +0.14 |
| UNH Unitedhealth Group Inc. | Add +15.5% | 1.26% | +0.12 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +1.3% | 2.06% | +0.12 |
| QXO Qxo Inc. | Add +16.4% | 0.73% | +0.11 |
| TOL Toll Brothers Inc. | Add +103.2% | 0.22% | +0.11 |
| COMP Compass Inc. Class A | Add +334.1% | 0.13% | +0.11 |
| HCC Warrior Met Coal Inc. | New | 0.10% | +0.10 |
| DIS The Walt Disney Co. | Add +320.3% | 0.12% | +0.09 |
| ABNB Airbnb Inc. Class A | Add +5.9% | 0.55% | +0.09 |
| JPM JPMorgan Chase & Co. | Add +33.6% | 0.31% | +0.08 |
| ALHC Alignment Healthcare Inc. | New | 0.08% | +0.08 |
| GLD SPDR Gold Shares | New | 0.08% | +0.08 |
| RSP Invesco S&P 500 Equal Weight | Add +35.9% | 0.28% | +0.08 |
| DUOL Duolingo | Add +250.7% | 0.15% | +0.07 |
| NFLX Netflix Inc. | Add +352.0% | 0.09% | +0.07 |
| LNG Cheniere Energy Inc. | New | 0.06% | +0.06 |
| WMT Walmart Inc. | Add +0.0% | 0.62% | +0.05 |
| RACE Ferrari NV | Add +82.9% | 0.12% | +0.03 |
| CPAY Corpay Inc. | Add +13.9% | 0.19% | +0.03 |
| ADBE Adobe Inc. | Add +2.5% | 1.63% | +0.03 |
| AMR Alpha Metallurgical Resource | Add +0.3% | 0.12% | +0.02 |
| RIG Transocean Ltd. | New | 0.02% | +0.02 |
| GLW Corning Inc. | Add +0.3% | 0.22% | +0.01 |
| AMAT Applied Materials Inc. | New | 0.01% | +0.01 |
| SCHW Schwab (charles) Corp. | New | 0.01% | +0.01 |
| WFC Wells Fargo & Co. | New | 0.01% | +0.01 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.01% | +0.01 |
| DE Deere & Co. | Add +0.1% | 0.36% | +0.01 |
| BMY Bristol-Myers Squibb Co. | Add +1.1% | 0.04% | +0.01 |
| SHV iShares 0-1 Year Treasury Bo | Add +3.2% | 0.19% | +0.01 |
| HYPD Hyperion Defi Inc. | Add +335.2% | 0.01% | +0.00 |
| BN Brookfield Corp. | Add +1.1% | 0.16% | +0.00 |
| PURR Hyperliquid Strategies | New | 0.00% | +0.00 |
| PWR Quanta Services Inc. | Add +0.3% | 0.07% | +0.00 |
| RDDT Reddit Inc. Class A | Add +0.1% | 0.67% | +0.00 |
| TSLA Tesla Inc. | Add +0.3% | 0.08% | +0.00 |
| GPN Global Payments Inc. | Add +11.5% | 0.03% | +0.00 |
| EMR Emerson Electric Co. | Add +1.1% | 0.02% | +0.00 |
| TTWO Take-Two Interactive Softwre | Add +0.6% | 0.03% | 0.00 |
| IHF iShares U.S. Healthcare Prov | Add +1.3% | 0.03% | −0.00 |
| PFE Pfizer Inc. | Add +0.0% | 0.02% | −0.00 |
Options Activity Q3 2025 → Q4 2025
| APPLE INC | call | Sold out | 100 | $263Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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 |