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CIK: 0001566030
Total reported value
$2.2B
$2.2B
215 檔
24.8%
In Q4 2025, Investment House LLC's U.S. equity holdings reached a combined market value of $2.2B, distributed across 215 disclosed stock positions.
In Q4 2025, Investment House LLC adopted a defensive or profit-taking posture, trimming 94 positions and completely liquidating 22 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, GOOGL, META) accounted for 24.8% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 215 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.71% | -0.36% | -1.00% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.51% | +0.48% | -0.10% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.05% | -0.65% | +0.83% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.72% | -0.62% | -0.80% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.03% | -0.17% | -0.46% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.61% | +0.22% | +0.53% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.12% | +0.08% | -1.39% | |
| 8 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.60% | -0.62% | -1.71% | |
| 9 | INTU | Intuit Inc | Stock-Tech | 2.41% | -0.74% | -1.11% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.40% | +0.29% | -0.31% | |
| 11 | NU | Nu Holdings Ltd. | Stock-Financials | 2.06% | -0.54% | +1.25% | |
| 12 | AXP | American Express Co | Stock-Financials | 1.94% | -0.13% | -0.24% | |
| 13 | ADBE | Adobe Inc | Stock-Tech | 1.63% | -0.23% | +2.46% | |
| 14 | APP | Applovin Corp-class A | Stock-Tech | 1.61% | +0.05% | -2.73% | |
| 15 | DELL | Dell Technologies -c | Stock-Tech | 1.55% | +2.63% | +8.73% | |
| 16 | ICE | Intercontinental Exchange In | Stock-Financials | 1.43% | -0.49% | -1.47% | |
| 17 | WM | Waste Management Inc | Stock-Industrials | 1.38% | -0.25% | -1.52% | |
| 18 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.34% | +0.44% | -5.61% | |
| 19 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.26% | +0.16% | +15.54% | |
| 20 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 1.13% | +0.13% | -0.09% | |
| 21 | ADP | Automatic Data Processing | Stock-Tech | 1.06% | -0.38% | -0.95% | |
| 22 | QCOM | Qualcomm Inc | Stock-Tech | 1.05% | +0.13% | -0.59% | |
| 23 | MSI | Motorola Solutions Inc | Stock-Tech | 1.04% | -0.21% | -27.51% | |
| 24 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.98% | -0.08% | +0.18% | |
| 25 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.97% | -0.05% | -0.31% | |
| 26 | PAYX | Paychex Inc | Stock-Tech | 0.96% | -0.37% | -0.25% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.94% | -0.13% | -0.35% | |
| 28 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.93% | -0.28% | +0.70% | |
| 29 | ADSK | Autodesk Inc | Stock-Tech | 0.90% | -0.24% | -0.66% | |
| 30 | NBIS | Nebius Group N.V. | Stock-Other | 0.87% | +1.45% | -15.58% | |
| 31 | TXN | Texas Instruments Inc | Stock-Tech | 0.86% | +0.35% | -13.99% | |
| 32 | ECL | Ecolab Inc | Stock-Materials | 0.85% | -0.09% | -0.05% | |
| 33 | CMI | Cummins Inc | Stock-Industrials | 0.82% | +0.13% | -0.89% | |
| 34 | SE | Sea Ltd-adr | Stock-Comm Services | 0.81% | -0.01% | +1.41% | |
| 35 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.79% | -0.03% | -0.91% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.77% | -0.10% | -1.61% | |
| 37 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.77% | -0.18% | +0.19% | |
| 38 | ACN | Accenture plc | Stock-Tech | 0.75% | -0.19% | -29.28% | |
| 39 | QXO | Qxo Inc | Stock-Industrials | 0.73% | -0.35% | +16.37% | |
| 40 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.71% | +0.43% | -0.23% | |
| 41 | MOH | Molina Healthcare Inc | Stock-Healthcare | 0.70% | +1.10% | +2709.33% | |
| 42 | SYK | Stryker CORP | Stock-Healthcare | 0.67% | -0.13% | -0.37% | |
| 43 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.67% | +0.04% | +0.08% | |
| 44 | UBER | Uber Technologies Inc | Stock-Industrials | 0.64% | -0.07% | -20.19% | |
| 45 | CART | Maplebear Inc | Stock-Consumer Disc | 0.64% | +0.03% | +3.70% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.62% | -0.16% | +0.04% | |
| 47 | ALGN | Align Technology Inc | Stock-Healthcare | 0.61% | -0.11% | +61.01% | |
| 48 | FDS | Factset Research Systems Inc | Stock-Financials | 0.58% | -0.62% | EXIT | |
| 49 | UNP | Union Pacific CORP | Stock-Industrials | 0.58% | -0.03% | -3.96% | |
| 50 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.55% | -0.02% | +5.91% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.2% | -0.10% | Trim |
| 2 | LLY | Eli Lilly & Co | +0.7% | -0.31% | Trim |
| 3 | MOH | Molina Healthcare Inc | +0.7% | +2709.33% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.7% | -1.39% | Trim |
| 5 | FDS | Factset Research Systems Inc | +0.4% | +311.54% | Add |
| 6 | AAPL | Apple Inc | +0.4% | -1.00% | Trim |
| 7 | ALGN | Align Technology Inc | +0.3% | +61.01% | Add |
| 8 | EXPE | Expedia Group Inc | +0.2% | -0.31% | Trim |
| 9 | AMZN | Amazon.com Inc | +0.2% | +0.53% | Add |
| 10 | AXP | American Express Co | +0.2% | -0.24% | Trim |
| 11 | ISRG | Intuitive Surgical Inc | +0.2% | +0.19% | Add |
| 12 | CART | Maplebear Inc | +0.1% | +3.70% | Add |
| 13 | CMI | Cummins Inc | +0.1% | -0.89% | Trim |
| 14 | MU | Micron Technology Inc | +0.1% | -1.76% | Trim |
| 15 | UNH | Unitedhealth Group Inc | +0.1% | +15.54% | Add |
| 16 | NU | Nu Holdings Ltd. | +0.1% | +1.25% | Add |
| 17 | QXO | Qxo Inc | +0.1% | +16.37% | Add |
| 18 | TOL | Toll Brothers Inc | +0.1% | +103.22% | Add |
| 19 | COMP | Compass Inc - Class A | +0.1% | +334.08% | Add |
| 20 | IBB | Ishares Biotechnology ETF | +0.1% | -0.91% | Trim |
| 21 | AMD | Advanced Micro Devices | +0.1% | -0.38% | Trim |
| 22 | JNJ | Johnson & Johnson | +0.1% | -0.35% | Trim |
| 23 | DIS | Walt Disney Co/the | +0.1% | +320.30% | Add |
| 24 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | -0.51% | Trim |
| 25 | JPM | Jpmorgan Chase & Co | +0.1% | +33.62% | Add |
| 26 | ABNB | Airbnb Inc-class A | +0.1% | +5.91% | Add |
| 27 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +35.92% | Add |
| 28 | DUOL | Duolingo | +0.1% | +250.66% | Add |
| 29 | EXPD | Expeditors Intl Wash Inc | +0.1% | -1.86% | Trim |
| 30 | NFLX | Netflix Inc | +0.1% | +4419.57% | Add |
| 31 | WAT | Waters CORP | +0.1% | -1.57% | Trim |
| 32 | AMGN | Amgen Inc | +0.1% | -1.34% | Trim |
| 33 | MRK | Merck & Co. Inc. | +0.1% | -3.84% | Trim |
| 34 | WMT | Walmart Inc | +0.1% | +0.04% | Add |
| 35 | NVS | Novartis Ag-sponsored Adr | 0% | -0.21% | Trim |
| 36 | RACE | Ferrari N.V. | 0% | +82.90% | Add |
| 37 | FDX | Fedex CORP | 0% | -7.24% | Trim |
| 38 | CPAY | Corpay Inc | 0% | +13.89% | Add |
| 39 | CSCO | Cisco Systems Inc | 0% | -0.34% | Trim |
| 40 | CRL | Charles River Laboratories | 0% | -10.85% | Trim |
| 41 | ADBE | Adobe Inc | 0% | +2.46% | Add |
| 42 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 43 | QCOM | Qualcomm Inc | 0% | -0.59% | Trim |
| 44 | RL | Ralph Lauren CORP | 0% | — | Unchanged |
| 45 | AMR | Alpha Metallurgical Resource | 0% | +0.28% | Add |
| 46 | BAC | Bank Of America CORP | 0% | — | Unchanged |
| 47 | GLW | Corning Inc | 0% | +0.29% | Add |
| 48 | ASML | ASML Holding N.V. | 0% | — | Unchanged |
| 49 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 50 | GILD | Gilead Sciences Inc | 0% | — | Unchanged |
According to official SEC Form 13F filings, Investment House LLC reported a total U.S. public equity portfolio value of $2.2B across 215 disclosed positions in Q4 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.
Top New Position Initiated
FIGR
市值: $9.0M
Top Position Liquidated / Trimmed
WBD
前期市值: $5.9M
During Q4 2025, Investment House LLC's top holdings by market value included AAPL (6.7%)、GOOGL (5.5%)、META (5.0%). The largest single position, AAPL, represented 6.7% of total portfolio value.
In Q4 2025, Investment House LLC made 171 total portfolio adjustments, initiating 14 new buys, adding to 41 positions, trimming 94 holdings, and fully liquidating 22 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.