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CIK: 0001566030
Total reported value
$2.2B
$2.2B
216 檔
22.3%
As reported in its official Q2 2025 Form 13F filing, Investment House LLC's tracked investment portfolio stood at $2.2B with 216 total positions.
In Q2 2025, Investment House LLC adopted a defensive or profit-taking posture, trimming 93 positions and completely liquidating 19 holdings to manage risk exposure.
Showing top 200 holdings (of 216 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | Stock-Comm Services | 6.22% | -0.65% | +1.56% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.74% | -0.36% | +3.38% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.33% | -0.62% | -5.18% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.89% | +0.22% | +5.65% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.71% | -0.17% | -1.35% | |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.23% | -0.62% | -2.08% | |
| 7 | INTU | Intuit Inc | Stock-Tech | 3.14% | -0.74% | -0.55% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.04% | +0.48% | -0.95% | |
| 9 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.94% | +0.44% | +5.18% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.86% | +0.29% | -0.78% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.81% | +0.08% | -2.78% | |
| 12 | NU | Nu Holdings Ltd. | Stock-Financials | 1.80% | -0.54% | +4.65% | |
| 13 | AXP | American Express Co | Stock-Financials | 1.78% | -0.13% | +4.15% | |
| 14 | ICE | Intercontinental Exchange In | Stock-Financials | 1.75% | -0.49% | +7.62% | |
| 15 | ADBE | Adobe Inc | Stock-Tech | 1.74% | -0.23% | -0.49% | |
| 16 | MSI | Motorola Solutions Inc | Stock-Tech | 1.68% | -0.21% | -0.88% | |
| 17 | WM | Waste Management Inc | Stock-Industrials | 1.56% | -0.25% | -0.50% | |
| 18 | DELL | Dell Technologies -c | Stock-Tech | 1.47% | +2.63% | +42.92% | |
| 19 | ACN | Accenture plc | Stock-Tech | 1.39% | -0.19% | -0.68% | |
| 20 | ADP | Automatic Data Processing | Stock-Tech | 1.36% | -0.38% | -0.04% | |
| 21 | PAYX | Paychex Inc | Stock-Tech | 1.33% | -0.37% | -0.28% | |
| 22 | TXN | Texas Instruments Inc | Stock-Tech | 1.27% | +0.35% | -0.96% | |
| 23 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.12% | -0.08% | -0.39% | |
| 24 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 1.10% | +0.13% | +13.42% | |
| 25 | QCOM | Qualcomm Inc | Stock-Tech | 1.08% | +0.13% | -3.29% | |
| 26 | SE | Sea Ltd-adr | Stock-Comm Services | 1.06% | -0.01% | -0.82% | |
| 27 | UBER | Uber Technologies Inc | Stock-Industrials | 1.01% | -0.07% | +16.94% | |
| 28 | ADSK | Autodesk Inc | Stock-Tech | 1.00% | -0.24% | -0.67% | |
| 29 | ECL | Ecolab Inc | Stock-Materials | 0.92% | -0.09% | +0.69% | |
| 30 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.90% | -0.28% | -14.22% | |
| 31 | APP | Applovin Corp-class A | Stock-Tech | 0.89% | +0.05% | +7.38% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.86% | -0.10% | +0.77% | |
| 33 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.82% | +0.43% | -0.03% | |
| 34 | SYK | Stryker CORP | Stock-Healthcare | 0.81% | -0.13% | +0.49% | |
| 35 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.79% | -0.18% | — | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.74% | -0.13% | +32.20% | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.73% | -0.06% | +0.26% | |
| 38 | ZTS | Zoetis Inc | Stock-Healthcare | 0.72% | +0.06% | +0.96% | |
| 39 | GWW | Ww Grainger Inc | Stock-Industrials | 0.68% | +0.03% | -0.55% | |
| 40 | NBIS | Nebius Group N.V. | Stock-Other | 0.67% | +1.45% | +90.69% | |
| 41 | UNP | Union Pacific CORP | Stock-Industrials | 0.65% | -0.03% | -0.62% | |
| 42 | CART | Maplebear Inc | Stock-Consumer Disc | 0.64% | +0.03% | +19.05% | |
| 43 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.63% | -0.01% | -0.82% | |
| 44 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.61% | -0.03% | +10.85% | |
| 45 | CRM | Salesforce Inc | Stock-Tech | 0.60% | +0.10% | +30.26% | |
| 46 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.60% | -0.05% | +51.34% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.58% | -0.31% | -1.24% | |
| 48 | TRMB | Trimble Inc | Stock-Tech | 0.58% | -0.17% | -1.11% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.58% | -0.16% | -0.38% | |
| 50 | CMI | Cummins Inc | Stock-Industrials | 0.57% | +0.13% | -1.59% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +0.8% | +1.56% | Add |
| 2 | NVDA | Nvidia CORP | +0.8% | -1.35% | Trim |
| 3 | DELL | Dell Technologies -c | +0.6% | +42.92% | Add |
| 4 | MSFT | Microsoft CORP | +0.6% | -5.18% | Trim |
| 5 | NBIS | Nebius Group N.V. | +0.5% | +90.69% | Add |
| 6 | MELI | Mercadolibre Inc | +0.4% | +5.18% | Add |
| 7 | RDDT | Reddit Inc-cl A | +0.4% | +405.54% | Add |
| 8 | INTU | Intuit Inc | +0.4% | -0.55% | Trim |
| 9 | NU | Nu Holdings Ltd. | +0.4% | +4.65% | Add |
| 10 | AMZN | Amazon.com Inc | +0.3% | +5.65% | Add |
| 11 | TTD | Trade Desk Inc/the -class A | +0.3% | +297.18% | Add |
| 12 | UBER | Uber Technologies Inc | +0.3% | +16.94% | Add |
| 13 | CPNG | Coupang Inc | +0.2% | +266.79% | Add |
| 14 | ORCL | Oracle CORP | +0.2% | +0.26% | Add |
| 15 | UNH | Unitedhealth Group Inc | +0.2% | +225.99% | Add |
| 16 | XBI | Ss Spdr S&p Biotech ETF | +0.2% | +1093.13% | Add |
| 17 | APP | Applovin Corp-class A | +0.2% | +7.38% | Add |
| 18 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | -0.03% | Trim |
| 19 | DIS | Walt Disney Co/the | +0.2% | +532.54% | Add |
| 20 | EXPE | Expedia Group Inc | +0.2% | +51.34% | Add |
| 21 | ABNB | Airbnb Inc-class A | +0.2% | +48.02% | Add |
| 22 | PWR | Quanta Services Inc | +0.2% | NEW | New buy |
| 23 | BABA | Alibaba Group Holding-sp Adr | +0.2% | +1435.00% | Add |
| 24 | AXP | American Express Co | +0.2% | +4.15% | Add |
| 25 | COF | Capital One Financial CORP | +0.2% | NEW | New buy |
| 26 | BN | Brookfield CORP | +0.2% | NEW | New buy |
| 27 | GFF | Griffon CORP | +0.1% | +458.77% | Add |
| 28 | QXO | Qxo Inc | +0.1% | +66.50% | Add |
| 29 | WBD | Warner Bros Discovery Inc | +0.1% | NEW | New buy |
| 30 | BKNG | Booking Holdings Inc | +0.1% | -0.39% | Trim |
| 31 | CART | Maplebear Inc | +0.1% | +19.05% | Add |
| 32 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +111.20% | Add |
| 33 | CRM | Salesforce Inc | +0.1% | +30.26% | Add |
| 34 | CCC | Ccc Intelligent Solutions Ho | +0.1% | +42.61% | Add |
| 35 | SE | Sea Ltd-adr | +0.1% | -0.82% | Trim |
| 36 | TTAN | Servicetitan Inc-a | +0.1% | NEW | New buy |
| 37 | AMD | Advanced Micro Devices | +0.1% | +7.41% | Add |
| 38 | JNJ | Johnson & Johnson | +0.1% | +32.20% | Add |
| 39 | VT | Vanguard Tot World Stk ETF | +0.1% | NEW | New buy |
| 40 | SCHW | Schwab (charles) CORP | +0.1% | NEW | New buy |
| 41 | HCC | Warrior Met Coal Inc | +0.1% | NEW | New buy |
| 42 | WSM | Williams-sonoma Inc | 0% | +13.42% | Add |
| 43 | ADSK | Autodesk Inc | 0% | -0.67% | Trim |
| 44 | FVRR | Fiverr International Ltd. | 0% | +0.33% | Add |
| 45 | CPAY | Corpay Inc | 0% | +35.39% | Add |
| 46 | AVGO | Broadcom Inc | 0% | -0.35% | Trim |
| 47 | FXE | Invesco Currencyshares Euro | 0% | NEW | New buy |
| 48 | ICE | Intercontinental Exchange In | 0% | +7.62% | Add |
| 49 | TOL | Toll Brothers Inc | 0% | +34.30% | Add |
| 50 | CNR | Core Natural Resources Inc | 0% | NEW | New buy |
According to official SEC Form 13F filings, Investment House LLC reported a total U.S. public equity portfolio value of $2.2B across 216 disclosed positions in Q2 2025.
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 META, AAPL, MSFT) accounted for 22.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
PWR
市值: $3.2M
Top Position Liquidated / Trimmed
GPN
前期市值: $6.3M
During Q2 2025, Investment House LLC's top holdings by market value included META (6.2%)、AAPL (5.7%)、MSFT (5.3%). The largest single position, META, represented 6.2% of total portfolio value.
In Q2 2025, Investment House LLC made 191 total portfolio adjustments, initiating 21 new buys, adding to 58 positions, trimming 93 holdings, and fully liquidating 19 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.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.