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CIK: 0001566030
Total reported value
$2.3B
$2.3B
237 檔
24.3%
According to the latest 13F quarterly dataset, Investment House LLC managed an equity portfolio of $2.3B at the end of Q2 2026, spanning 237 distinct U.S. exchange-listed positions.
In Q2 2026, Investment House LLC adopted a defensive or profit-taking posture, trimming 116 positions and completely liquidating 19 holdings to manage risk exposure.
Showing top 200 holdings (of 237 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.70% | -2.05% | -4.24% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.47% | -1.71% | +1.38% | |
| 3 | DELL | Dell Technologies -c | Stock-Tech | 4.77% | -0.55% | -2.33% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.10% | +0.08% | +0.99% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.76% | -0.74% | +6.74% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.73% | -1.01% | -4.18% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.40% | +0.04% | -3.53% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.01% | -1.19% | -3.82% | |
| 9 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.64% | -1.07% | -1.02% | |
| 10 | NBIS | Nebius Group N.V. | Stock-Other | 2.62% | -1.05% | -3.15% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.51% | -0.97% | -0.20% | |
| 12 | MOH | Molina Healthcare Inc | Stock-Healthcare | 2.00% | -0.62% | +49.00% | |
| 13 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.72% | -0.22% | +57.22% | |
| 14 | AXP | American Express Co | Stock-Financials | 1.72% | -0.68% | -4.39% | |
| 15 | NU | Nu Holdings Ltd. | Stock-Financials | 1.39% | -0.44% | -10.59% | |
| 16 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 1.39% | -0.29% | -0.94% | |
| 17 | TXN | Texas Instruments Inc | Stock-Tech | 1.39% | -0.53% | -0.31% | |
| 18 | PGR | Progressive CORP | Stock-Financials | 1.36% | -0.29% | +76.84% | |
| 19 | WM | Waste Management Inc | Stock-Industrials | 1.32% | -0.50% | -0.52% | |
| 20 | MU | Micron Technology Inc | Stock-Tech | 1.22% | -0.50% | -12.45% | |
| 21 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.08% | +0.10% | -1.55% | |
| 22 | CMI | Cummins Inc | Stock-Industrials | 1.05% | -0.54% | -2.05% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.05% | -0.32% | -1.40% | |
| 24 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 1.01% | -0.28% | +61.36% | |
| 25 | ICE | Intercontinental Exchange In | Stock-Financials | 1.00% | -0.17% | -0.86% | |
| 26 | APP | Applovin Corp-class A | Stock-Tech | 0.99% | -0.58% | -6.24% | |
| 27 | QCOM | Qualcomm Inc | Stock-Tech | 0.99% | -0.37% | -8.34% | |
| 28 | AMD | Advanced Micro Devices | Stock-Tech | 0.98% | -0.12% | -2.65% | |
| 29 | ADBE | Adobe Inc | Stock-Tech | 0.96% | -0.39% | +10.14% | |
| 30 | MSI | Motorola Solutions Inc | Stock-Tech | 0.92% | -0.49% | -1.69% | |
| 31 | ECL | Ecolab Inc | Stock-Materials | 0.85% | -0.35% | -0.59% | |
| 32 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.83% | -0.16% | -0.96% | |
| 33 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.81% | -0.11% | -2.78% | |
| 34 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.76% | -0.28% | +2376.76% | |
| 35 | INTU | Intuit Inc | Stock-Tech | 0.76% | -0.28% | -3.23% | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.74% | -0.19% | -3.63% | |
| 37 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.72% | -0.27% | -10.58% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.66% | -0.20% | -12.95% | |
| 39 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.64% | -0.11% | -1.65% | |
| 40 | UNP | Union Pacific CORP | Stock-Industrials | 0.63% | -0.28% | -2.42% | |
| 41 | ALGN | Align Technology Inc | Stock-Healthcare | 0.62% | -0.21% | -1.92% | |
| 42 | FDS | Factset Research Systems Inc | Stock-Financials | 0.62% | — | — | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.60% | -0.23% | +0.38% | |
| 44 | SE | Sea Ltd-adr | Stock-Comm Services | 0.58% | -0.14% | -2.16% | |
| 45 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.57% | -0.23% | -2.00% | |
| 46 | CART | Maplebear Inc | Stock-Consumer Disc | 0.57% | -0.18% | -4.06% | |
| 47 | SYK | Stryker CORP | Stock-Healthcare | 0.56% | -0.21% | -2.03% | |
| 48 | GWW | Ww Grainger Inc | Stock-Industrials | 0.56% | -0.35% | -1.40% | |
| 49 | UBER | Uber Technologies Inc | Stock-Industrials | 0.56% | -0.19% | +2.03% | |
| 50 | ADSK | Autodesk Inc | Stock-Tech | 0.55% | -0.16% | -1.37% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DELL | Dell Technologies -c | +2.6% | -2.33% | Trim |
| 2 | NBIS | Nebius Group N.V. | +1.5% | -3.15% | Trim |
| 3 | MOH | Molina Healthcare Inc | +1.1% | +49.00% | Add |
| 4 | MU | Micron Technology Inc | +0.8% | -12.45% | Trim |
| 5 | AMD | Advanced Micro Devices | +0.6% | -2.65% | Trim |
| 6 | PGR | Progressive CORP | +0.6% | +76.84% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.5% | +1.38% | Add |
| 8 | MELI | Mercadolibre Inc | +0.4% | +57.22% | Add |
| 9 | CRWD | Crowdstrike Holdings Inc - A | +0.4% | -1.55% | Trim |
| 10 | TXN | Texas Instruments Inc | +0.4% | -0.31% | Trim |
| 11 | SFM | Sprouts Farmers Market Inc | +0.4% | +61.36% | Add |
| 12 | LLY | Eli Lilly & Co | +0.3% | -0.20% | Trim |
| 13 | AMZN | Amazon.com Inc | +0.2% | +6.74% | Add |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | NEW | New buy |
| 15 | GLW | Corning Inc | +0.2% | -10.10% | Trim |
| 16 | NFLX | Netflix Inc | +0.2% | +1164.43% | Add |
| 17 | UNH | Unitedhealth Group Inc | +0.2% | -3.63% | Trim |
| 18 | DAL | Delta Air Lines Inc | +0.2% | NEW | New buy |
| 19 | HCA | Hca Healthcare Inc | +0.2% | +1408.00% | Add |
| 20 | GEV | GE Vernova Inc | +0.1% | NEW | New buy |
| 21 | WSM | Williams-sonoma Inc | +0.1% | -0.94% | Trim |
| 22 | CMI | Cummins Inc | +0.1% | -2.05% | Trim |
| 23 | QCOM | Qualcomm Inc | +0.1% | -8.34% | Trim |
| 24 | MRVL | Marvell Technology Inc | +0.1% | -1.39% | Trim |
| 25 | ✓ | +0.1% | NEW | New buy | |
| 26 | MCO | Moody's CORP | +0.1% | NEW | New buy |
| 27 | CRM | Salesforce Inc | +0.1% | +1205.17% | Add |
| 28 | VEEV | Veeva Systems Inc-class A | +0.1% | NEW | New buy |
| 29 | BIRK | Birkenstock Holding plc | +0.1% | NEW | New buy |
| 30 | GOOG | Alphabet Inc-cl C | +0.1% | -3.82% | Trim |
| 31 | HPE | Hewlett Packard Enterprise | +0.1% | NEW | New buy |
| 32 | CHTR | Charter Communications Inc-a | +0.1% | NEW | New buy |
| 33 | CSCO | Cisco Systems Inc | +0.1% | -5.92% | Trim |
| 34 | CAT | Caterpillar Inc | +0.1% | -0.17% | Trim |
| 35 | COMP | Compass Inc - Class A | +0.1% | +1.08% | Add |
| 36 | ✓ | +0.1% | NEW | New buy | |
| 37 | ASML | ASML Holding N.V. | +0.1% | — | Unchanged |
| 38 | ZTS | Zoetis Inc | +0.1% | +172.94% | Add |
| 39 | APP | Applovin Corp-class A | +0.1% | -6.24% | Trim |
| 40 | FISV | Fiserv Inc | +0.1% | +92.98% | Add |
| 41 | RDDT | Reddit Inc-cl A | 0% | -1.91% | Trim |
| 42 | VTI | Vanguard Total Stock Mkt ETF | 0% | NEW | New buy |
| 43 | THC | Tenet Healthcare CORP | 0% | NEW | New buy |
| 44 | VUG | Vanguard Growth ETF | 0% | NEW | New buy |
| 45 | XBI | Ss Spdr S&p Biotech ETF | 0% | -1.65% | Trim |
| 46 | GWW | Ww Grainger Inc | 0% | -1.40% | Trim |
| 47 | CART | Maplebear Inc | 0% | -4.06% | Trim |
| 48 | CRL | Charles River Laboratories | 0% | — | Unchanged |
| 49 | WAT | Waters CORP | 0% | +1.07% | Add |
| 50 | XLE | Ss Energy Select Sector | 0% | NEW | New buy |
According to official SEC Form 13F filings, Investment House LLC reported a total U.S. public equity portfolio value of $2.3B across 237 disclosed positions in Q2 2026.
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, GOOGL, DELL) accounted for 24.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
SPY
市值: $4.7M
Top Position Liquidated / Trimmed
FDS
前期市值: $11.9M
During Q2 2026, Investment House LLC's top holdings by market value included AAPL (6.7%)、GOOGL (5.5%)、DELL (4.8%). The largest single position, AAPL, represented 6.7% of total portfolio value.
In Q2 2026, Investment House LLC made 188 total portfolio adjustments, initiating 16 new buys, adding to 37 positions, trimming 116 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.