Investment House LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 29, 2026), Investment House LLC reported 223 stock positions worth $1.9 billion. Its top holding was Apple (AAPL) at 7.1% of the portfolio, followed by Alphabet Class A (GOOGL, 5.0%) and Meta Platforms Class A (META, 4.7%). Compared with Q4 2025, it opened 22 new positions, sold out of 14, added to 45 and reduced 104. The biggest buy was a new position in Sprouts Farmers Market (SFM) and the biggest sale Intuit (INTU, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- REDONDO BEACH, CA
- CIK
- 0001566030
- Portfolio Value
- $1.9B (Q1 2026)
- SEC Filing
- 0001398344-26-007561 ↗ filed Apr 29, 2026
Holdings Value
Holdings 223 stocks · $1.9B
| AAPL Apple Inc. | 7.06% | 534,443 | $135.6M | Add +2.9% |
| GOOGL Alphabet Inc. Class A | 4.99% | 333,805 | $96.0M | Reduce -9.9% |
| META Meta Platforms Inc. Class A | 4.75% | 159,486 | $91.2M | Reduce -0.9% |
| MSFT Microsoft Corp. | 4.02% | 208,789 | $77.3M | Add +1.7% |
| NVDA Nvidia Corp. | 3.90% | 430,267 | $75.0M | Reduce -5.3% |
| AMZN Amazon.com Inc. | 3.54% | 326,435 | $68.0M | Reduce -0.8% |
| COST Costco Wholesale Corp. | 3.26% | 62,913 | $62.7M | Reduce -1.0% |
| GOOG Alphabet Inc. Class C | 2.93% | 195,980 | $56.2M | Reduce -6.4% |
| LLY Eli Lilly & Co. | 2.22% | 46,442 | $42.7M | Reduce -1.0% |
| DELL Dell Technologies -C | 2.14% | 250,220 | $41.1M | Reduce -3.7% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 1.93% | 2,579,718 | $37.1M | Reduce -0.3% |
| AXP American Express Co. | 1.85% | 117,272 | $35.5M | Add +6.1% |
| WM Waste Management Inc. | 1.57% | 131,283 | $30.2M | Reduce -0.5% |
| INTU Intuit Inc. | 1.50% | 66,616 | $28.8M | Reduce -12.9% |
| ICE Intercontinental Exchange Inc. | 1.49% | 181,833 | $28.6M | Reduce -1.9% |
| MELI MercadoLibre Inc. | 1.28% | 14,229 | $24.6M | Add +1.7% |
| WSM Williams-Sonoma Inc. | 1.26% | 133,295 | $24.3M | Reduce -0.1% |
| ADBE Adobe Inc. | 1.19% | 93,955 | $22.8M | Reduce -4.0% |
| JNJ Johnson & Johnson | 1.18% | 92,481 | $22.6M | Reduce -3.5% |
| NBIS Nebius Group NV | 1.17% | 216,472 | $22.5M | Reduce -1.1% |
| MSI Motorola Solutions Inc. | 1.13% | 50,007 | $21.7M | Reduce -12.5% |
| TXN Texas Instruments Inc. | 1.04% | 103,405 | $20.1M | Reduce -0.6% |
| LOW Lowe's Cos Inc. | 1.00% | 80,966 | $19.1M | Reduce -0.1% |
| APP AppLovin Corp. Class A | 0.94% | 45,497 | $18.1M | Reduce -9.7% |
| ECL Ecolab Inc. | 0.94% | 67,544 | $18.0M | Reduce -0.3% |
| CMI Cummins Inc. | 0.93% | 33,386 | $18.0M | Reduce -1.6% |
| MOH Molina Healthcare Inc. | 0.90% | 130,032 | $17.3M | Add +54.3% |
| ADP Automatic Data Processing | 0.90% | 84,737 | $17.2M | Reduce -2.6% |
| QXO Qxo Inc. | 0.87% | 856,968 | $16.6M | Add +7.1% |
| EXPE Expedia Group Inc. | 0.86% | 71,964 | $16.6M | Reduce -0.0% |
| QCOM Qualcomm Inc. | 0.86% | 128,966 | $16.6M | Add +0.1% |
| IBB iShares Biotechnology ETF | 0.86% | 97,654 | $16.5M | Reduce -0.3% |
| BKNG Booking Holdings Inc. | 0.84% | 3,816 | $16.1M | Reduce -0.4% |
| PGR Progressive Corp. | 0.80% | 77,623 | $15.4M | Add +109.3% |
| ADSK Autodesk Inc. | 0.79% | 63,609 | $15.2M | Reduce -0.1% |
| V Visa Inc. Class A | 0.76% | 48,503 | $14.7M | Add +4.4% |
| WMT Walmart Inc. | 0.76% | 117,027 | $14.5M | Reduce -0.0% |
| PAYX Paychex Inc. | 0.75% | 156,748 | $14.4M | Reduce -13.4% |
| MA Mastercard Inc. Class A | 0.74% | 28,482 | $14.2M | Add +45.5% |
| ALGN Align Technology Inc. | 0.73% | 82,387 | $14.1M | Add +0.3% |
| SYK Stryker Corp. | 0.69% | 40,312 | $13.2M | Reduce -0.1% |
| ISRG Intuitive Surgical Inc. | 0.69% | 28,680 | $13.2M | No change |
| UNP Union Pacific Corp. | 0.66% | 52,616 | $12.8M | Reduce -0.1% |
| SFM Sprouts Farmers Market Inc. | 0.66% | 164,290 | $12.7M | New |
| NVS Novartis AG-Sponsored ADR | 0.65% | 81,783 | $12.5M | Reduce -0.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.65% | 31,910 | $12.5M | Reduce -0.2% |
| UBER Uber Technologies Inc. | 0.63% | 167,885 | $12.1M | Add +2.5% |
| FDS Factset Research Systems Inc. | 0.62% | 54,789 | $11.9M | Add +29.2% |
| XBI SS SPDR S&P Biotech ETF | 0.61% | 91,420 | $11.7M | Reduce -0.1% |
| SE Sea Ltd.-ADR | 0.59% | 137,198 | $11.4M | Add +2.6% |
| ACN Accenture PLC Class A | 0.59% | 57,279 | $11.4M | Reduce -3.1% |
| UNH Unitedhealth Group Inc. | 0.58% | 40,873 | $11.1M | Reduce -49.0% |
| ABNB Airbnb Inc. Class A | 0.56% | 85,985 | $10.9M | Add +0.3% |
| CART Maplebear Inc. | 0.54% | 276,323 | $10.4M | Reduce -7.1% |
| GWW WW Grainger Inc. | 0.53% | 9,259 | $10.1M | Reduce -3.1% |
| ABBV Abbvie Inc. | 0.52% | 46,253 | $10.1M | Reduce -1.8% |
| EW Edwards Lifesciences Corp. | 0.50% | 119,000 | $9.5M | Reduce -1.5% |
| TRMB Trimble Inc. | 0.48% | 140,236 | $9.1M | Reduce -2.2% |
| DE Deere & Co. | 0.47% | 16,112 | $9.1M | Reduce -0.9% |
| MU Micron Technology Inc. | 0.47% | 26,700 | $9.0M | Add +12.4% |
| CHD Church & Dwight Co. Inc. | 0.47% | 96,239 | $9.0M | Reduce -0.4% |
| AMGN Amgen Inc. | 0.47% | 25,517 | $9.0M | Reduce -0.1% |
| AN Autonation Inc. | 0.46% | 45,670 | $8.9M | Reduce -1.2% |
| FIGR Figure Technology Solut Class A | 0.44% | 246,865 | $8.4M | Add +11.9% |
| EXPD Expeditors Intl Wash Inc. | 0.43% | 58,333 | $8.4M | Add +0.1% |
| RDDT Reddit Inc. Class A | 0.43% | 61,150 | $8.2M | Add +0.3% |
| BLDR Builders Firstsource Inc. | 0.41% | 95,961 | $7.9M | Add +181.2% |
| AMD Advanced Micro Devices | 0.41% | 38,370 | $7.8M | Reduce -1.4% |
| ORCL Oracle Corp. | 0.40% | 52,895 | $7.8M | Reduce -9.5% |
| FDX FedEx Corp. | 0.39% | 20,957 | $7.5M | Reduce -1.2% |
| DHI D.R. Horton Inc. | 0.38% | 53,896 | $7.4M | Reduce -0.0% |
| NSC Norfolk Southern Corp. | 0.38% | 25,752 | $7.4M | Add +0.1% |
| GLW Corning Inc. | 0.35% | 50,015 | $6.8M | Reduce -3.5% |
| MRK Merck & Co. Inc. | 0.35% | 55,229 | $6.6M | Reduce -0.4% |
| VAL Valaris Ltd. | 0.33% | 63,890 | $6.3M | Reduce -12.1% |
| WBD Warner Bros Discovery Inc. | 0.32% | 225,221 | $6.2M | New |
| CSCO Cisco Systems Inc. | 0.30% | 73,450 | $5.7M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.28% | 11,110 | $5.3M | Reduce -0.3% |
| TOL Toll Brothers Inc. | 0.27% | 37,683 | $5.1M | Add +11.3% |
| HD Home Depot Inc. | 0.26% | 15,038 | $4.9M | Reduce -4.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.24% | 94,979 | $4.6M | Reduce -0.9% |
| RSP Invesco S&P 500 Equal Weight | 0.24% | 24,109 | $4.6M | Reduce -22.5% |
| PYPL PayPal Holdings Inc. | 0.23% | 96,775 | $4.4M | Reduce -35.8% |
| WAT Waters Corp. | 0.22% | 14,013 | $4.2M | Reduce -0.5% |
| SHV iShares 0-1 Year Treasury Bo | 0.22% | 37,557 | $4.1M | Add +3.9% |
| CRL Charles River Laboratories | 0.22% | 24,018 | $4.1M | Reduce -1.7% |
| CAT Caterpillar Inc. | 0.21% | 5,808 | $4.1M | No change |
| RL Ralph Lauren Corp. | 0.21% | 11,630 | $4.0M | No change |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.21% | 2,989 | $3.9M | No change |
| MDT Medtronic PLC | 0.19% | 41,773 | $3.6M | Reduce -0.4% |
| FAST Fastenal Co. | 0.19% | 77,456 | $3.6M | Reduce -23.8% |
| JPM JPMorgan Chase & Co. | 0.19% | 12,147 | $3.6M | Reduce -39.3% |
| SOLV Solventum Corp. | 0.18% | 54,455 | $3.6M | Reduce -0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.18% | 14,555 | $3.5M | Add +1.1% |
| LNG Cheniere Energy Inc. | 0.18% | 12,395 | $3.5M | Add +77.1% |
| CPNG Coupang Inc. | 0.18% | 185,350 | $3.5M | Reduce -44.1% |
| PEP Pepsico Inc. | 0.17% | 21,589 | $3.4M | Reduce -1.6% |
| GRMN Garmin Ltd. | 0.17% | 14,225 | $3.3M | No change |
| RACE Ferrari NV | 0.17% | 9,671 | $3.3M | Add +46.4% |
| MCD McDonald's Corp. | 0.17% | 10,442 | $3.2M | Reduce -1.4% |
Portfolio Sells Q4 2025 → Q1 2026
| INTU Intuit Inc. | Reduce -12.9% | 1.50% | −0.91 |
| UNH Unitedhealth Group Inc. | Reduce -49.0% | 0.58% | −0.68 |
| APP AppLovin Corp. Class A | Reduce -9.7% | 0.94% | −0.67 |
| GOOGL Alphabet Inc. Class A | Reduce -9.9% | 4.99% | −0.52 |
| ADBE Adobe Inc. | Reduce -4.0% | 1.19% | −0.44 |
| META Meta Platforms Inc. Class A | Reduce -0.9% | 4.75% | −0.30 |
| PAYX Paychex Inc. | Reduce -13.4% | 0.75% | −0.21 |
| GOOG Alphabet Inc. Class C | Reduce -6.4% | 2.93% | −0.20 |
| PYPL PayPal Holdings Inc. | Reduce -35.8% | 0.23% | −0.19 |
| CPNG Coupang Inc. | Reduce -44.1% | 0.18% | −0.19 |
| LLY Eli Lilly & Co. | Reduce -1.0% | 2.22% | −0.17 |
| ADP Automatic Data Processing | Reduce -2.6% | 0.90% | −0.17 |
| ACN Accenture PLC Class A | Reduce -3.1% | 0.59% | −0.16 |
| BN Brookfield Corp. | Sold out | 0.00% | −0.16 |
| BKNG Booking Holdings Inc. | Reduce -0.4% | 0.84% | −0.14 |
| ORCL Oracle Corp. | Reduce -9.5% | 0.40% | −0.14 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -0.3% | 1.93% | −0.13 |
| NVDA Nvidia Corp. | Reduce -5.3% | 3.90% | −0.12 |
| JPM JPMorgan Chase & Co. | Reduce -39.3% | 0.19% | −0.12 |
| CMCSA Comcast Corp. Class A | Reduce -76.5% | 0.04% | −0.12 |
| EXPE Expedia Group Inc. | Reduce -0.0% | 0.86% | −0.10 |
| HCC Warrior Met Coal Inc. | Sold out | 0.00% | −0.10 |
| ADSK Autodesk Inc. | Reduce -0.1% | 0.79% | −0.10 |
| CART Maplebear Inc. | Reduce -7.1% | 0.54% | −0.10 |
| DIS The Walt Disney Co. | Reduce -75.3% | 0.03% | −0.09 |
| IBKR Interactive Brokers Gro Class A | Reduce -51.0% | 0.11% | −0.09 |
| ALHC Alignment Healthcare Inc. | Sold out | 0.00% | −0.08 |
| FVRR Fiverr International Ltd. | Sold out | 0.00% | −0.07 |
| PWR Quanta Services Inc. | Sold out | 0.00% | −0.07 |
| AMZN Amazon.com Inc. | Reduce -0.8% | 3.54% | −0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.07 |
| NFLX Netflix Inc. | Reduce -77.4% | 0.02% | −0.07 |
| CCC CCC Intelligent Solutions Ho | Sold out | 0.00% | −0.07 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -0.2% | 0.65% | −0.06 |
| DUOL Duolingo | Reduce -1.8% | 0.09% | −0.06 |
| TRMB Trimble Inc. | Reduce -2.2% | 0.48% | −0.06 |
| CPAY Corpay Inc. | Reduce -31.0% | 0.14% | −0.05 |
| RSP Invesco S&P 500 Equal Weight | Reduce -22.5% | 0.24% | −0.04 |
| EWZ iShares MSCI Brazil ETF | Sold out | 0.00% | −0.04 |
| WAT Waters Corp. | Reduce -0.5% | 0.22% | −0.04 |
| AMLP Alerian MLP ETF | Sold out | 0.00% | −0.04 |
| HPQ HP Inc. | Reduce -65.2% | 0.02% | −0.03 |
| GLD SPDR Gold Shares | Reduce -49.7% | 0.05% | −0.03 |
| ZTS Zoetis Inc. | Reduce -23.4% | 0.11% | −0.03 |
| XHB SS SPDR S&P Homebldrs ETF | Sold out | 0.00% | −0.03 |
| CRM Salesforce Inc. | Reduce -60.7% | 0.01% | −0.03 |
| COIN Coinbase Global Inc. Class A | Sold out | 0.00% | −0.03 |
| NKE Nike Inc. Class B | Reduce -6.1% | 0.15% | −0.03 |
| SOLV Solventum Corp. | Reduce -0.1% | 0.18% | −0.02 |
| ABT Abbott Laboratories | Reduce -1.6% | 0.13% | −0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| SFM Sprouts Farmers Market Inc. | New | 0.66% | +0.66 |
| PGR Progressive Corp. | Add +109.3% | 0.80% | +0.40 |
| AAPL Apple Inc. | Add +2.9% | 7.06% | +0.34 |
| WBD Warner Bros Discovery Inc. | New | 0.32% | +0.32 |
| BLDR Builders Firstsource Inc. | Add +181.2% | 0.41% | +0.24 |
| MA Mastercard Inc. Class A | Add +45.5% | 0.74% | +0.21 |
| MOH Molina Healthcare Inc. | Add +54.3% | 0.90% | +0.21 |
| MU Micron Technology Inc. | Add +12.4% | 0.47% | +0.15 |
| SLM SLM Corp. | New | 0.14% | +0.14 |
| QXO Qxo Inc. | Add +7.1% | 0.87% | +0.13 |
| BA The Boeing Co. | Add +1084.3% | 0.14% | +0.13 |
| ALGN Align Technology Inc. | Add +0.3% | 0.73% | +0.13 |
| RIG Transocean Ltd. | Add +307.8% | 0.14% | +0.12 |
| LNG Cheniere Energy Inc. | Add +77.1% | 0.18% | +0.12 |
| TSM Taiwan Semiconductor-SP ADR | Add +186.0% | 0.16% | +0.12 |
| VLO Valero Energy Corp. | New | 0.10% | +0.10 |
| XP XP Inc. Class A | New | 0.09% | +0.09 |
| FISV Fiserv Inc. | New | 0.09% | +0.09 |
| INTC Intel Corp. | Add +250.2% | 0.11% | +0.09 |
| LULU Lululemon Athletica Inc. | New | 0.09% | +0.09 |
| GFF Griffon Corp. | New | 0.09% | +0.09 |
| JD Jd.com Inc.-ADR | New | 0.08% | +0.08 |
| SPGI S&P Global Inc. | New | 0.08% | +0.08 |
| RACE Ferrari NV | Add +46.4% | 0.17% | +0.05 |
| GDXJ Vaneck Junior Gold Miners | New | 0.05% | +0.05 |
| KLAR Klarna Group PLC | New | 0.05% | +0.05 |
| TOL Toll Brothers Inc. | Add +11.3% | 0.27% | +0.05 |
| EMBJ Embraer SA-Spon ADR | New | 0.04% | +0.04 |
| STNG Scorpio Tankers Inc. | New | 0.04% | +0.04 |
| FDS Factset Research Systems Inc. | Add +29.2% | 0.62% | +0.03 |
| NSC Norfolk Southern Corp. | Add +0.1% | 0.38% | +0.03 |
| SHV iShares 0-1 Year Treasury Bo | Add +3.9% | 0.22% | +0.03 |
| EXPD Expeditors Intl Wash Inc. | Add +0.1% | 0.43% | +0.02 |
| T AT&T Inc. | Add +0.9% | 0.07% | +0.02 |
| AMR Alpha Metallurgical Resource | Add +0.5% | 0.13% | +0.02 |
| CROX Crocs Inc. | New | 0.01% | +0.01 |
| OIH Vaneck Oil Services ETF | Add +2.0% | 0.04% | +0.01 |
| LRCX Lam Research Corp. | New | 0.01% | +0.01 |
| ANF Abercrombie & Fitch Co. Class A | New | 0.01% | +0.01 |
| ABNB Airbnb Inc. Class A | Add +0.3% | 0.56% | +0.01 |
| CVX Chevron Corp. | New | 0.01% | +0.01 |
| PSX Phillips 66 | New | 0.01% | +0.01 |
| MO Altria Group Inc. | New | 0.01% | +0.01 |
| ED Consolidated Edison Inc. | New | 0.01% | +0.01 |
| EIX Edison International | Add +2.5% | 0.04% | +0.01 |
| WAGN Pabrai Wagons ETF | New | 0.01% | +0.01 |
| BMY Bristol-Myers Squibb Co. | Add +0.9% | 0.04% | +0.01 |
| FIGR Figure Technology Solut Class A | Add +11.9% | 0.44% | +0.01 |
| PG The Procter & Gamble Co. | Add +2.5% | 0.07% | +0.01 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +6.0% | 0.04% | +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 |