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Funds / Investment House LLC
Institutional Fund

Investment House LLC

Redondo Beach, CACIK 15660305 filings on record

Portfolio Value
$1.92B
Q1 2026
Holdings
223
Reported positions
New Buys
22
Opened this quarter
QoQ Change
-8.7%
from $2.10B

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Apple Inc7.1%
  • Alphabet Inc5.0%
  • Meta Platforms Inc4.7%
  • Microsoft Corp4.0%
  • Nvidia Corporation3.9%
  • Amazon Com Inc3.5%
  • Other71.7%

Portfolio Holdings

223 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Apple Inc534.4K$135.64M7.1%+14.8KAdded
2Alphabet Inc333.8K$95.99M5.0%36.7KReduced
3Meta Platforms Inc159.5K$91.25M4.7%1.5KReduced
4Microsoft Corp208.8K$77.29M4.0%+3.4KAdded
5Nvidia Corporation430.3K$75.04M3.9%23.9KReduced
6Amazon Com Inc326.4K$67.99M3.5%2.5KReduced
7Costco Whsl Corp New62.9K$62.69M3.3%628Reduced
8Alphabet Inc196.0K$56.22M2.9%13.5KReduced
9Eli Lilly & Co46.4K$42.72M2.2%451Reduced
10Dell Technologies Inc250.2K$41.07M2.1%9.6KReduced

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