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INVESTMENT HOUSE LLC
hedge fundUpdated 41 days agoManaged by Investment House Llc • Latest filing Q2 2026
Portfolio value
$1.9B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
15.0%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $1.2B |
| Q2 2023 | $1.3B |
| Q3 2023 | $1.3B |
| Q4 2023 | $1.4B |
| Q1 2024 | $1.7B |
| Q2 2024 | $1.8B |
| Q3 2024 | $1.9B |
| Q4 2024 | $1.8B |
| Q1 2025 | $1.8B |
| Q2 2025 | $2B |
| Q3 2025 | $2.1B |
| Q4 2025 | $2.1B |
| Q1 2026 | $1.9B |
| Q2 2026 | $1.9B |
Top holdings
221 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AAPL APPLE INC | $148.1M | 511.8K | 6.70% | — |
| 2 | G GOOGN ALPHABET INC | $120.9M | 338.4K | 5.47% | — |
| 3 | D DELL DELL TECHNOLOGIES INC | $105.4M | 244.4K | 4.77% | — |
| 4 | M META META PLATFORMS INC | $90.7M | 161.1K | 4.10% | — |
| 5 | A AMZN AMAZON COM INC | $83M | 348.4K | 3.76% | — |
| 6 | N NVDA NVIDIA CORPORATION | $82.5M | 412.3K | 3.73% | — |
| 7 | M MSFT MICROSOFT CORP | $75.1M | 201.4K | 3.40% | — |
| 8 | G GOOGN ALPHABET INC | $66.6M | 188.5K | 3.01% | — |
| 9 | C COST COSTCO WHOLESALE CORPORATION | $58.3M | 62.3K | 2.64% | — |
| 10 | N NBIS NEBIUS GROUP N.V. | $57.9M | 209.6K | 2.62% | — |
| 11 | L LLY ELI LILLY & CO | $55.6M | 46.3K | 2.51% | — |
| 12 | M MOH MOLINA HEALTHCARE INC | $44.3M | 193.8K | 2.00% | — |
| 13 | M MELI MERCADOLIBRE INC | $38M | 22.4K | 1.72% | — |
| 14 | A AXP AMERICAN EXPRESS CO | $37.9M | 112.1K | 1.72% | — |
| 15 | N NU NU HLDGS LTD | $30.8M | 2.31M | 1.39% | — |
| 16 | W WSM WILLIAMS SONOMA INC | $30.8M | 132.0K | 1.39% | — |
| 17 | T TXN TEXAS INSTRS INC | $30.7M | 103.1K | 1.39% | — |
| 18 | P PGR PROGRESSIVE CORP | $30M | 137.3K | 1.36% | — |
| 19 | W WM WASTE MGMT INC DEL | $29.1M | 130.6K | 1.32% | — |
| 20 | M MU MICRON TECHNOLOGY INC | $27M | 23.4K | 1.22% | — |