Investment House Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.92B
Q ending 2026-03-31
Prior quarter
$2.10B
Q ending 2025-12-31
Change
-8.7% QoQ · +9.4% YoY
Positions
223
reported holdings
Largest positions
Top 100 of 223 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $135.6M | 534K |
| Alphabet Inc | GOOGL | Shares | $96.0M | 334K |
| Meta Platforms Inc | META | Shares | $91.2M | 159K |
| Microsoft Corp | MSFT | Shares | $77.3M | 209K |
| Nvidia Corporation | NVDA | Shares | $75.0M | 430K |
| Amazon Com Inc | AMZN | Shares | $68.0M | 326K |
| Costco Wholesale Corporation | COST | Shares | $62.7M | 63K |
| Alphabet Inc | GOOG | Shares | $56.2M | 196K |
| Eli Lilly & Co | LLY | Shares | $42.7M | 46K |
| Dell Technologies Inc | DELL | Shares | $41.1M | 250K |
| Nu Hldgs Ltd | Shares | $37.1M | 2.6M | |
| American Express Co | AXP | Shares | $35.5M | 117K |
| Waste Mgmt Inc Del | WM | Shares | $30.2M | 131K |
| Intuit | INTU | Shares | $28.8M | 67K |
| Intercontinental Exchange In | ICE | Shares | $28.6M | 182K |
| Mercadolibre Inc | MELI | Shares | $24.6M | 14K |
| Williams Sonoma Inc | WSM | Shares | $24.3M | 133K |
| Adobe Inc | ADBE | Shares | $22.8M | 94K |
| Johnson & Johnson | JNJ | Shares | $22.6M | 92K |
| Nebius Group N.V. | Shares | $22.5M | 216K | |
| Motorola Solutions Inc | MSI | Shares | $21.7M | 50K |
| Texas Instrs Inc | TXN | Shares | $20.1M | 103K |
| Lowes Cos Inc | LOW | Shares | $19.1M | 81K |
| Applovin Corp | APP | Shares | $18.1M | 45K |
| Ecolab Inc | ECL | Shares | $18.0M | 68K |
| Cummins Inc | CMI | Shares | $18.0M | 33K |
| Molina Healthcare Inc | MOH | Shares | $17.3M | 130K |
| Automatic Data Processing In | ADP | Shares | $17.2M | 85K |
| Qxo Inc | QXO | Shares | $16.6M | 857K |
| Expedia Group Inc | EXPE | Shares | $16.6M | 72K |
| Qualcomm Inc | QCOM | Shares | $16.6M | 129K |
| Ishares Tr | IBB | Shares | $16.5M | 98K |
| Booking Holdings Inc | BKNG | Shares | $16.1M | 4K |
| Progressive Corp | PGR | Shares | $15.4M | 78K |
| Autodesk Inc | ADSK | Shares | $15.2M | 64K |
| Visa Inc | V | Shares | $14.7M | 49K |
| Walmart Inc | WMT | Shares | $14.5M | 117K |
| Paychex Inc | PAYX | Shares | $14.4M | 157K |
| Mastercard Incorporated | MA | Shares | $14.2M | 28K |
| Align Technology Inc | ALGN | Shares | $14.1M | 82K |
| Stryker Corporation | SYK | Shares | $13.2M | 40K |
| Intuitive Surgical Inc | ISRG | Shares | $13.2M | 29K |
| Union Pac Corp | UNP | Shares | $12.8M | 53K |
| Sprouts Fmrs Mkt Inc | SFM | Shares | $12.7M | 164K |
| Novartis Ag | NVS | Shares | $12.5M | 82K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $12.5M | 32K |
| Uber Technologies Inc | UBER | Shares | $12.1M | 168K |
| Factset Resh Sys Inc | FDS | Shares | $11.9M | 55K |
| Spdr Series Trust | XBI | Shares | $11.7M | 91K |
| Sea Ltd | SE | Shares | $11.4M | 137K |
| Accenture Plc Ireland | Shares | $11.4M | 57K | |
| Unitedhealth Group Inc | UNH | Shares | $11.1M | 41K |
| Airbnb Inc | ABNB | Shares | $10.9M | 86K |
| Maplebear Inc | CART | Shares | $10.4M | 276K |
| Ww Grainger Inc | GWW | Shares | $10.1M | 9K |
| Abbvie Inc | ABBV | Shares | $10.1M | 46K |
| Edwards Lifesciences Corp | EW | Shares | $9.5M | 119K |
| Trimble Inc | TRMB | Shares | $9.1M | 140K |
| Deere & Co | DE | Shares | $9.1M | 16K |
| Micron Technology Inc | MU | Shares | $9.0M | 27K |
| Church & Dwight Co Inc | CHD | Shares | $9.0M | 96K |
| Amgen Inc | AMGN | Shares | $9.0M | 26K |
| Autonation Inc | AN | Shares | $8.9M | 46K |
| Figure Technology Solutio | FIGR | Shares | $8.4M | 247K |
| Expeditors Intl Wash Inc | EXPD | Shares | $8.4M | 58K |
| Reddit Inc | RDDT | Shares | $8.2M | 61K |
| Builders Firstsource Inc | BLDR | Shares | $7.9M | 96K |
| Advanced Micro Devices Inc | AMD | Shares | $7.8M | 38K |
| Oracle Corp | ORCL | Shares | $7.8M | 53K |
| Fedex Corp | FDX | Shares | $7.5M | 21K |
| D R Horton Inc | DHI | Shares | $7.4M | 54K |
| Norfolk Southn Corp | NSC | Shares | $7.4M | 26K |
| Corning Inc | GLW | Shares | $6.8M | 50K |
| Merck & Co Inc | MRK | Shares | $6.6M | 55K |
| Valaris Ltd | Shares | $6.3M | 64K | |
| Warner Bros Discovery Inc | WBD | Shares | $6.2M | 225K |
| Cisco Sys Inc | CSCO | Shares | $5.7M | 73K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $5.3M | 11K |
| Toll Brothers Inc | TOL | Shares | $5.1M | 38K |
| Home Depot Inc | HD | Shares | $4.9M | 15K |
| Bank America Corp | BAC | Shares | $4.6M | 95K |
| Invesco Exchange Traded Fd T | RSP | Shares | $4.6M | 24K |
| Paypal Hldgs Inc | PYPL | Shares | $4.4M | 97K |
| Waters Corp | WAT | Shares | $4.2M | 14K |
| Ishares Tr | SHV | Shares | $4.1M | 38K |
| Charles Riv Labs Intl Inc | CRL | Shares | $4.1M | 24K |
| Caterpillar Inc | CAT | Shares | $4.1M | 6K |
| Ralph Lauren Corp | RL | Shares | $4.0M | 12K |
| Asml Hldg Nv | Shares | $3.9M | 3K | |
| Medtronic Plc | Shares | $3.6M | 42K | |
| Fastenal Co | FAST | Shares | $3.6M | 77K |
| Jpmorgan Chase & Co | JPM | Shares | $3.6M | 12K |
| Solventum Corp | SOLV | Shares | $3.6M | 54K |
| International Business Machs | IBM | Shares | $3.5M | 15K |
| Cheniere Energy Inc | LNG | Shares | $3.5M | 12K |
| Coupang Inc | CPNG | Shares | $3.5M | 185K |
| Pepsico Inc | PEP | Shares | $3.4M | 22K |
| Garmin Ltd | Shares | $3.3M | 14K | |
| Ferrari N V | Shares | $3.3M | 10K | |
| Mcdonalds Corp | MCD | Shares | $3.2M | 10K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.