Q3 2026 13F · SEC CIK 1566030

Investment House LLC

Wealth managerFiled 2026-10-21 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.3B
Reported positions: 203
Top holdings a year, 3 yrs: +21.9%
Assets under management: $2.5B

Investment House LLC is a wealth manager that reported 203 positions worth $2.3B in its Q3 2026 13F, filed 2026-10-21. Its largest holdings were Ea Series Trust (TIH, 27.6%), Apple Inc (AAPL, 4.6%), Dell Technologies Inc (DELL, 4.2%). A portfolio copying its top holdings returned 21.9% a year over the last 3 years, against 20.4% for the S&P 500.

Investment House LLC holdings largest 50 of 203 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Investment House LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
TIHEa Series Trust	27.6%	—	25,345,023	—	$622.5M
AAPLApple Inc	4.6%	6.7%	314,278	-38.6%	$104.7M
DELLDell Technologies Inc	4.2%	4.8%	176,488	-27.8%	$94.9M
METAMeta Platforms Inc	4.2%	4.1%	129,657	-19.5%	$94.0M
GOOGLAlphabet Inc	3.8%	5.5%	246,207	-27.2%	$84.7M
MSFTMicrosoft Corp	3.4%	3.4%	151,099	-25.0%	$77.5M
AMZNAmazon Com Inc	3.0%	3.8%	272,862	-21.7%	$68.0M
NVDANvidia Corporation	2.7%	3.7%	267,999	-35.0%	$61.2M
GOOGAlphabet Inc	1.8%	3.0%	120,354	-36.1%	$41.0M
NBISNebius Group N.v.	1.6%	2.6%	149,913	-28.5%	$35.4M
COSTCostco Wholesale Corporation	1.6%	2.6%	38,755	-37.8%	$35.3M
LLYEli Lilly & Co	1.5%	2.5%	30,026	-35.2%	$34.7M
MELIMercadolibre Inc	1.5%	1.7%	19,550	-12.6%	$33.8M
MOHMolina Healthcare Inc	1.4%	2.0%	164,196	-15.3%	$31.0M
CRWDCrowdstrike Hldgs Inc	1.2%	1.1%	100,495	+219.9%	$26.6M
WSMWilliams Sonoma Inc	1.1%	1.4%	108,633	-17.7%	$24.8M
PGRProgressive Corp	1.1%	1.4%	116,471	-15.2%	$24.1M
AXPAmerican Express Co	1.0%	1.7%	77,120	-31.2%	$23.5M
NUNu Hldgs Ltd	1.0%	1.4%	1,692,187	-26.6%	$21.4M
AMDAdvanced Micro Devices Inc	0.9%	1.0%	31,530	-15.6%	$19.3M
TXNTexas Instrs Inc	0.9%	1.4%	68,753	-33.3%	$19.3M
ICEIntercontinental Exchange Inc	0.8%	1.0%	122,375	-32.1%	$18.6M
WMWaste Mgmt Inc Del	0.8%	1.3%	90,323	-30.8%	$18.4M
JNJJohnson & Johnson	0.7%	1.0%	62,371	-31.6%	$16.5M
SFMSprouts Fmrs Mkt Inc	0.7%	1.0%	247,495	-6.6%	$16.4M
MUMicron Technology Inc	0.7%	1.2%	15,155	-35.2%	$16.1M
EXPEExpedia Group Inc	0.7%	0.8%	60,282	-13.8%	$15.9M
IBBIshares Tr	0.7%	0.8%	71,956	-25.6%	$15.1M
QCOMQualcomm Inc	0.6%	1.0%	75,553	-36.1%	$13.9M
ADBEAdobe Inc	0.6%	1.0%	53,423	-48.4%	$12.8M
UNHUnitedhealth Group Inc	0.5%	0.7%	33,604	-14.7%	$12.3M
XBISpdr Series Trust	0.5%	0.6%	75,235	-16.3%	$11.9M
CMICummins Inc	0.5%	1.1%	22,833	-30.2%	$11.8M
ISRGIntuitive Surgical Inc	0.5%	—	28,250	—	$11.5M
ECLEcolab Inc	0.5%	0.8%	41,303	-38.5%	$11.3M
INTUIntuit	0.5%	0.8%	39,345	-39.0%	$10.8M
BKNGBooking Holdings Inc	0.5%	0.8%	66,350	-29.8%	$10.8M
INTCIntel Corp	0.5%	—	89,252	—	$10.7M
ABNBAirbnb Inc	0.5%	0.5%	66,180	-21.2%	$10.6M
VVisa Inc	0.5%	0.7%	28,958	-31.4%	$10.4M
LOWLowes Cos Inc	0.4%	0.7%	54,648	-24.5%	$10.1M
QXOQxo Inc	0.4%	—	855,460	—	$10.0M
SESea Ltd	0.4%	0.6%	102,478	-23.7%	$10.0M
DEDeere & Co	0.4%	—	14,688	—	$9.9M
MSIMotorola Solutions Inc	0.4%	0.9%	21,759	-55.7%	$9.7M
VEEVVeeva Sys Inc	0.4%	—	33,070	—	$9.4M
ALGNAlign Technology Inc	0.4%	0.6%	63,975	-20.8%	$9.3M
APPApplovin Corp	0.4%	1.0%	31,950	-25.1%	$9.3M
EXPDExpeditors Intl Wash Inc	0.4%	—	48,714	—	$9.0M
ADSKAutodesk Inc	0.4%	0.6%	42,513	-32.2%	$8.9M

What Investment House LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

CRWD Crowdstrike Hldgs Inc+219.9% shares

Reduced

MSI Motorola Solutions Inc-55.7% shares
ADBE Adobe Inc-48.4% shares
INTU Intuit-39.0% shares
AAPL Apple Inc-38.6% shares
ECL Ecolab Inc-38.5% shares
COST Costco Wholesale Corporation-37.8% shares
GOOG Alphabet Inc-36.1% shares
QCOM Qualcomm Inc-36.1% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.0% /yr; S&P 500 +20.1%
3 years: +21.9% /yr; S&P 500 +20.4%
5 years: +10.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$2.3B	203
Q2 2026	$2.2B	220
Q1 2026	$1.9B	223
Q4 2025	$2.1B	215
Q3 2025	$2.1B	222
Q2 2025	$2.0B	216
Q1 2025	$1.8B	213
Q4 2024	$1.8B	199
Q3 2024	$1.9B	206
Q2 2024	$1.8B	203
Q1 2024	$1.7B	211
Q4 2023	$1.4B	191

Questions about Investment House LLC's portfolio

What stocks does Investment House LLC own?

Investment House LLC's latest 13F, for Q3 2026 and filed Oct 21, 2026, lists 203 positions worth $2.3B. The largest are Ea Series Trust (TIH) at 27.6%, Apple Inc (AAPL) at 4.6%, Dell Technologies Inc (DELL) at 4.2%, Meta Platforms Inc (META) at 4.2% and Alphabet Inc (GOOGL) at 3.8%.

What did Investment House LLC buy last quarter?

In Q3 2026, Investment House LLC added Crowdstrike Hldgs Inc (CRWD) (+219.9% shares), compared with its Q2 2026 filing.

What did Investment House LLC sell last quarter?

In Q3 2026, Investment House LLC cut from its top 50 Union Pac Corp (UNP), cut from its top 50 Walmart Inc (WMT), cut from its top 50 Novartis AG (NVS), cut from its top 50 Maplebear Inc (CART), cut from its top 50 Stryker Corporation (SYK), Motorola Solutions Inc (MSI) (-55.7% shares), Adobe Inc (ADBE) (-48.4% shares) and Intuit (INTU) (-39.0% shares), compared with its Q2 2026 filing.

How has Investment House LLC's portfolio performed?

A portfolio copying Investment House LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +21.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.0% against +20.1%. Over 5 years: +10.5% a year against +11.6%.

When is Investment House LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Investment House LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Investment House LLC manage?

Investment House LLC reported $2.5B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.3B.