Investment House LLC 13F Holdings · Q2 2026
Investment House LLC reported 220 securities worth $2.21B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (6.70%), GOOGL (5.47%), DELL (4.77%). Among its top 25 positions this quarter: 7 added, 18 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $148.1M | 6.70% | 511,759 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $120.9M | 5.47% | 338,423 | Added |
| 3 | DELL | DELL TECHNOLOGIES INC | $105.4M | 4.77% | 244,395 | Trimmed |
| 4 | META | META PLATFORMS INC | $90.7M | 4.10% | 161,072 | Added |
| 5 | AMZN | AMAZON COM INC | $83.0M | 3.76% | 348,447 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $82.5M | 3.73% | 412,272 | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $75.1M | 3.40% | 201,427 | Trimmed |
| 8 | GOOG | ALPHABET INC | $66.6M | 3.01% | 188,492 | Trimmed |
| 9 | COST | COSTCO WHOLESALE CORPORATION | $58.3M | 2.64% | 62,273 | Trimmed |
| 10 | NBIS | NEBIUS GROUP N.V. | $57.9M | 2.62% | 209,648 | Trimmed |
| 11 | LLY | ELI LILLY & CO | $55.6M | 2.51% | 46,347 | Trimmed |
| 12 | MOH | MOLINA HEALTHCARE INC | $44.3M | 2.00% | 193,751 | Added |
| 13 | AXP | AMERICAN EXPRESS CO | $37.9M | 1.72% | 112,119 | Trimmed |
| 14 | MELI | MERCADOLIBRE INC | $38.0M | 1.72% | 22,371 | Added |
| 15 | NU | NU HLDGS LTD | $30.8M | 1.39% | 2.3M | Trimmed |
| 16 | TXN | TEXAS INSTRS INC | $30.7M | 1.39% | 103,080 | Trimmed |
| 17 | WSM | WILLIAMS SONOMA INC | $30.8M | 1.39% | 132,046 | Trimmed |
| 18 | PGR | PROGRESSIVE CORP | $30.0M | 1.36% | 137,271 | Added |
| 19 | WM | WASTE MGMT INC DEL | $29.1M | 1.32% | 130,596 | Trimmed |
| 20 | MU | MICRON TECHNOLOGY INC | $27.0M | 1.22% | 23,375 | Trimmed |
| 21 | CRWD | CROWDSTRIKE HLDGS INC | $24.0M | 1.08% | 31,415 | Trimmed |
| 22 | CMI | CUMMINS INC | $23.3M | 1.05% | 32,702 | Trimmed |
| 23 | JNJ | JOHNSON & JOHNSON | $23.2M | 1.05% | 91,185 | Trimmed |
| 24 | SFM | SPROUTS FMRS MKT INC | $22.4M | 1.01% | 265,091 | Added |
| 25 | ICE | INTERCONTINENTAL EXCHANGE IN | $22.2M | 1.00% | 180,263 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR