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INVESTMENT HOUSE LLC
hedge fundUpdated 15 days agoManaged by Investment House Llc • Latest filing Q3 2026
Portfolio value
$2.3B
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
6.8%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $2.1B |
| Q4 2025 | $2.1B |
| Q1 2026 | $1.9B |
| Q2 2026 | $1.9B |
| Q3 2026 | $2.3B |
Top holdings
204 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A EA SERIES TRUST | $622.5M | 25.35M | 27.64% | — |
| 2 | $104.7M | 314.3K | 4.65% | Trimmed(-40.8%) | |
| 3 | $94.9M | 176.5K | 4.22% | Trimmed(-29.5%) | |
| 4 | $94M | 129.7K | 4.18% | Trimmed(-18.7%) | |
| 5 | $84.7M | 246.2K | 3.76% | Trimmed(-26.0%) | |
| 6 | $77.5M | 151.1K | 3.44% | Trimmed(-27.5%) | |
| 7 | $68M | 272.9K | 3.02% | Trimmed(-16.3%) | |
| 8 | $61.2M | 268.0K | 2.72% | Trimmed(-37.7%) | |
| 9 | $41M | 120.4K | 1.82% | Trimmed(-38.3%) | |
| 10 | $35.4M | 149.9K | 1.57% | Trimmed(-30.8%) | |
| 11 | $35.3M | 38.8K | 1.57% | Trimmed(-38.3%) | |
| 12 | $34.7M | 30.0K | 1.54% | Trimmed(-35.2%) | |
| 13 | $33.8M | 19.6K | 1.50% | Added(+37.5%) | |
| 14 | $31M | 164.2K | 1.38% | Added(+26.3%) | |
| 15 | $26.6M | 100.5K | 1.18% | Added(+214.9%) | |
| 16 | $24.8M | 108.6K | 1.10% | Trimmed(-18.5%) | |
| 17 | $24.1M | 116.5K | 1.07% | Added(+50.0%) | |
| 18 | $23.5M | 77.1K | 1.04% | Trimmed(-34.2%) | |
| 19 | $21.4M | 1.69M | 0.95% | Trimmed(-34.4%) | |
| 20 | $19.3M | 31.5K | 0.86% | Trimmed(-17.8%) |