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CIK: 0001566030
Total reported value
$2.2B
$2.2B
206 檔
21.1%
During the Q3 2024 filing period, Investment House LLC (CIK: 0001566030) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.2B across 206 reported positions.
Investment House LLC executed strategic sector rebalancing during Q3 2024, establishing 19 new positions while fully exiting 16 holdings and trimming 61 positions.
Showing top 200 holdings (of 206 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.36% | -0.36% | -6.80% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.73% | -0.65% | -2.30% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.42% | -0.62% | -3.23% | |
| 4 | ✓ | Stock-Other | 3.35% | — | +8.80% | ||
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.34% | +0.22% | +0.07% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.24% | -0.17% | -23.52% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.19% | -0.62% | -1.38% | |
| 8 | INTU | Intuit Inc | Stock-Tech | 3.09% | -0.74% | -1.89% | |
| 9 | ADBE | Adobe Inc | Stock-Tech | 2.50% | -0.23% | -0.74% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.32% | +0.29% | -0.29% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.05% | +0.08% | -6.50% | |
| 12 | MSI | Motorola Solutions Inc | Stock-Tech | 1.91% | -0.21% | -0.11% | |
| 13 | ACN | Accenture plc | Stock-Tech | 1.78% | -0.19% | -0.38% | |
| 14 | NU | Nu Holdings Ltd. | Stock-Financials | 1.69% | -0.54% | -4.46% | |
| 15 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.53% | +0.44% | +2.79% | |
| 16 | ICE | Intercontinental Exchange In | Stock-Financials | 1.51% | -0.49% | -0.07% | |
| 17 | WM | Waste Management Inc | Stock-Industrials | 1.51% | -0.25% | +1.36% | |
| 18 | AXP | American Express Co | Stock-Financials | 1.45% | -0.13% | +0.70% | |
| 19 | TXN | Texas Instruments Inc | Stock-Tech | 1.35% | +0.35% | +0.11% | |
| 20 | PAYX | Paychex Inc | Stock-Tech | 1.31% | -0.37% | -0.06% | |
| 21 | ADP | Automatic Data Processing | Stock-Tech | 1.31% | -0.38% | -0.00% | |
| 22 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.25% | -0.28% | +12.51% | |
| 23 | QCOM | Qualcomm Inc | Stock-Tech | 1.18% | +0.13% | +8.25% | |
| 24 | ZTS | Zoetis Inc | Stock-Healthcare | 0.95% | +0.06% | +0.59% | |
| 25 | ADSK | Autodesk Inc | Stock-Tech | 0.94% | -0.24% | +0.16% | |
| 26 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.94% | +0.13% | +97.99% | |
| 27 | ECL | Ecolab Inc | Stock-Materials | 0.92% | -0.09% | +1.19% | |
| 28 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.86% | -0.08% | +0.37% | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.84% | -0.03% | +1.55% | |
| 30 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.81% | -0.07% | -0.23% | |
| 31 | SYK | Stryker CORP | Stock-Healthcare | 0.77% | -0.13% | +0.13% | |
| 32 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.76% | -0.18% | — | |
| 33 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.75% | -0.05% | +16.63% | |
| 34 | DELL | Dell Technologies -c | Stock-Tech | 0.74% | +2.63% | +189.42% | |
| 35 | GWW | Ww Grainger Inc | Stock-Industrials | 0.73% | +0.03% | — | |
| 36 | UNP | Union Pacific CORP | Stock-Industrials | 0.73% | -0.03% | +0.81% | |
| 37 | CRL | Charles River Laboratories | Stock-Healthcare | 0.73% | +0.03% | -0.29% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.70% | -0.10% | -15.71% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.67% | -0.13% | +0.70% | |
| 40 | SE | Sea Ltd-adr | Stock-Comm Services | 0.67% | -0.01% | -0.16% | |
| 41 | GPN | Global Payments Inc | Stock-Industrials | 0.67% | +0.01% | +33.57% | |
| 42 | FDX | Fedex CORP | Stock-Industrials | 0.65% | -0.10% | -0.16% | |
| 43 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.64% | -0.03% | +1.35% | |
| 44 | MA | Mastercard Inc - A | Stock-Financials | 0.63% | -0.31% | +12.37% | |
| 45 | AMGN | Amgen Inc | Stock-Healthcare | 0.60% | -0.06% | +4.25% | |
| 46 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.60% | -0.01% | -3.26% | |
| 47 | ORCL | Oracle CORP | Stock-Tech | 0.59% | -0.06% | +0.35% | |
| 48 | CMI | Cummins Inc | Stock-Industrials | 0.59% | +0.13% | +8.74% | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.58% | — | -0.22% | |
| 50 | CRM | Salesforce Inc | Stock-Tech | 0.58% | +0.10% | +234.84% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DELL | Dell Technologies -c | +0.4% | +189.42% | Add |
| 2 | CRM | Salesforce Inc | +0.4% | +234.84% | Add |
| 3 | LIN | Linde plc | +0.3% | NEW | New buy |
| 4 | LOW | Lowe's Cos Inc | +0.3% | +12.51% | Add |
| 5 | APP | Applovin Corp-class A | +0.3% | +291.46% | Add |
| 6 | META | Meta Platforms Inc-class A | +0.3% | -2.30% | Trim |
| 7 | MELI | Mercadolibre Inc | +0.3% | +2.79% | Add |
| 8 | PYPL | Paypal Holdings Inc | +0.2% | +16.63% | Add |
| 9 | FVRR | Fiverr International Ltd. | +0.2% | +627.76% | Add |
| 10 | CART | Maplebear Inc | +0.2% | +387.22% | Add |
| 11 | SHY | Ishares 1-3 Year Treasury Bo | +0.2% | +1586.15% | Add |
| 12 | AMD | Advanced Micro Devices | +0.2% | +1044.62% | Add |
| 13 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +705.67% | Add |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +63.35% | Add |
| 15 | MSI | Motorola Solutions Inc | +0.2% | -0.11% | Trim |
| 16 | GPN | Global Payments Inc | +0.2% | +33.57% | Add |
| 17 | UBER | Uber Technologies Inc | +0.2% | +65.02% | Add |
| 18 | ACN | Accenture plc | +0.2% | -0.38% | Trim |
| 19 | AGG | Ishares Core U.s. Aggregate | +0.2% | NEW | New buy |
| 20 | ICE | Intercontinental Exchange In | +0.2% | -0.07% | Trim |
| 21 | AXP | American Express Co | +0.2% | +0.70% | Add |
| 22 | ASML | ASML Holding N.V. | +0.1% | NEW | New buy |
| 23 | SOLV | Solventum CORP | +0.1% | NEW | New buy |
| 24 | SE | Sea Ltd-adr | +0.1% | -0.16% | Trim |
| 25 | ADP | Automatic Data Processing | +0.1% | -0.00% | Trim |
| 26 | MA | Mastercard Inc - A | +0.1% | +12.37% | Add |
| 27 | CMI | Cummins Inc | +0.1% | +8.74% | Add |
| 28 | PAYX | Paychex Inc | +0.1% | -0.06% | Trim |
| 29 | BLDR | Builders Firstsource Inc | +0.1% | NEW | New buy |
| 30 | CAR | Avis Budget Group Inc | +0.1% | NEW | New buy |
| 31 | ORCL | Oracle CORP | +0.1% | +0.35% | Add |
| 32 | DOW | Dow Inc | +0.1% | +26.74% | Add |
| 33 | EXPE | Expedia Group Inc | +0.1% | +20.90% | Add |
| 34 | NXT | Nextpower Inc-cl A | +0.1% | NEW | New buy |
| 35 | SLB | Slb LTD | +0.1% | NEW | New buy |
| 36 | MRVL | Marvell Technology Inc | +0.1% | NEW | New buy |
| 37 | GFS | GLOBALFOUNDRIES Inc. | +0.1% | NEW | New buy |
| 38 | ZTS | Zoetis Inc | +0.1% | +0.59% | Add |
| 39 | GWW | Ww Grainger Inc | +0.1% | — | Unchanged |
| 40 | WMT | Walmart Inc | +0.1% | +0.17% | Add |
| 41 | SMG | Scotts Miracle-gro Co | +0.1% | -0.89% | Trim |
| 42 | PVH | Pvh CORP | +0.1% | +44.24% | Add |
| 43 | ADSK | Autodesk Inc | +0.1% | +0.16% | Add |
| 44 | AZEK | Azek Co Inc/the | +0.1% | +91.47% | Add |
| 45 | ABBV | Abbvie Inc | 0% | -0.22% | Trim |
| 46 | FAST | Fastenal Co | 0% | +0.70% | Add |
| 47 | WAT | Waters CORP | 0% | -0.79% | Trim |
| 48 | HD | Home Depot Inc | 0% | +0.65% | Add |
| 49 | TSM | Taiwan Semiconductor-sp Adr | 0% | +55.96% | Add |
| 50 | CCC | Ccc Intelligent Solutions Ho | 0% | +32.76% | Add |
According to official SEC Form 13F filings, Investment House LLC reported a total U.S. public equity portfolio value of $2.2B across 206 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, META, MSFT) accounted for 21.1% of total reported equity market value during Q3 2024.
Top New Position Initiated
LIN
市值: $6.2M
Top Position Liquidated / Trimmed
LIN
前期市值: $5.6M
During Q3 2024, Investment House LLC's top holdings by market value included AAPL (7.4%)、META (5.7%)、MSFT (5.4%). The largest single position, AAPL, represented 7.4% of total portfolio value.
In Q3 2024, Investment House LLC made 169 total portfolio adjustments, initiating 19 new buys, adding to 73 positions, trimming 61 holdings, and fully liquidating 16 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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