Investment House LLC

13F filer · CIK 0001566030

Reported Jul 31, 2026

Net seller this quarter

13F portfolio value$2.21BU.S. long equity reported on 13F

Positions20211 new · 18 closed

Net flow last quarter-$35.1MBuys minus sells

Top 10 positions weight40.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 31, 2026202 positions
AAPLApple Inc.	$148M	6.70%	0.00%	-4.2%	Q2 2013
GOOGLAlphabet Inc.	$121M	5.47%	0.00%	+1.4%	Q4 2015
DELLDell Technologies Inc.	$105M	4.77%	0.04%	-2.3%	Q1 2024
METAMeta Platforms, Inc.	$90.7M	4.10%	Not reported	+1.0%	Q2 2013
AMZNAmazon Com Inc	$83M	3.76%	0.00%	+6.7%	Q2 2013
NVDANvidia Corp	$82.5M	3.73%	0.00%	-4.2%	Q3 2017
MSFTMicrosoft Corp	$75.1M	3.40%	0.00%	-3.5%	Q2 2013
GOOGAlphabet Inc.	$66.6M	3.01%	Not reported	-3.8%	Q4 2015
COSTCostco Wholesale Corp	$58.3M	2.64%	0.01%	-1.0%	Q2 2013
NBISNebius Group N.V.	$57.9M	2.62%	0.08%	-3.2%	Q4 2019
LLYELI LILLY & Co	$55.6M	2.51%	0.00%	-0.2%	Q2 2013
MOHMolina Healthcare, Inc.	$44.3M	2.00%	0.37%	+49.0%	Q3 2025
MELIMercadolibre Inc	$38M	1.72%	0.04%	+57.2%	Q3 2017
AXPAmerican Express Co	$37.9M	1.72%	0.02%	-4.4%	Q2 2013
NUNu Holdings Ltd.	$30.8M	1.39%	Not reported	-10.6%	Q1 2023
WSMWilliams Sonoma Inc	$30.8M	1.39%	0.11%	-0.9%	Q2 2023
TXNTexas Instruments Inc	$30.7M	1.39%	0.01%	-0.3%	Q2 2013
PGRProgressive Corp	$30M	1.36%	0.02%	+76.8%	Q4 2025
WMWaste Management Inc	$29.1M	1.32%	0.03%	-0.5%	Q2 2013
MUMicron Technology Inc	$27M	1.22%	0.00%	-12.5%	Q3 2020
CRWDCrowdStrike Holdings, Inc.	$24M	1.08%	0.01%	-1.6%	Q4 2019
CMICummins Inc	$23.3M	1.05%	0.02%	-2.1%	Q2 2013
JNJJohnson & Johnson	$23.2M	1.05%	0.00%	-1.4%	Q2 2013
SFMSprouts Farmers Market, Inc.	$22.4M	1.01%	0.28%	+61.4%	Q1 2026
ICEIntercontinental Exchange, Inc.	$22.2M	1.00%	0.03%	-0.9%	Q4 2013
APPAppLovin Corp	$22M	0.99%	0.01%	-6.2%	Q1 2024
QCOMQualcomm Inc	$21.8M	0.99%	0.01%	-8.3%	Q2 2013
AMDAdvanced Micro Devices Inc	$21.7M	0.98%	0.00%	-2.7%	Q4 2023
ADBEAdobe Inc.	$21.2M	0.96%	0.03%	+10.1%	Q2 2013
MSIMotorola Solutions, Inc.	$20.4M	0.92%	0.03%	-1.7%	Q4 2019
ECLEcolab Inc.	$18.7M	0.85%	0.02%	-0.6%	Q2 2013
EXPEExpedia Group, Inc.	$17.9M	0.81%	0.06%	-2.8%	Q2 2017
BKNGBooking Holdings Inc.	$16.8M	0.76%	0.01%	-0.9%	Q1 2018
INTUIntuit Inc.	$16.8M	0.76%	0.02%	-3.2%	Q2 2013
UNHUnitedhealth Group Inc	$16.4M	0.74%	0.00%	-3.6%	Q2 2013
LOWLowes Companies Inc	$16M	0.72%	0.01%	-10.6%	Q3 2018
VVisa Inc.	$14.5M	0.66%	0.00%	-13.0%	Q2 2016
UNPUnion Pacific Corp	$14M	0.63%	0.01%	-2.4%	Q2 2013
ALGNAlign Technology Inc	$13.6M	0.62%	0.11%	-1.9%	Q3 2025
WMTWalmart Inc.	$13.3M	0.60%	0.00%	+0.4%	Q2 2013
SESea Ltd	$12.9M	0.58%	0.08%	-2.2%	Q1 2021
NVSNovartis AG	$12.6M	0.57%	0.00%	-2.0%	Q2 2013
CARTMaplebear Inc.	$12.6M	0.57%	0.11%	-4.1%	Q4 2023
SYKStryker Corp	$12.4M	0.56%	0.01%	-2.0%	Q2 2013
GWWW.W. Grainger, Inc.	$12.4M	0.56%	0.02%	-1.4%	Q2 2013
UBERUber Technologies, Inc	$12.4M	0.56%	0.01%	+2.0%	Q4 2019
ADSKAutodesk, Inc.	$12.2M	0.55%	0.03%	-1.4%	Q2 2013
ABNBAirbnb, Inc.	$12M	0.54%	Not reported	-2.3%	Q2 2021
ABBVAbbVie Inc.	$11.6M	0.52%	0.00%	-0.7%	Q2 2013
QXOQXO, Inc.	$11.5M	0.52%	0.09%	-22.2%	Q4 2024

Q1 2026Reported Apr 29, 2026208 positions
AAPLApple Inc.	$136M	7.06%	0.00%	+2.9%	Q2 2013
GOOGLAlphabet Inc.	$96M	4.99%	0.00%	-9.9%	Q4 2015
METAMeta Platforms, Inc.	$91.2M	4.75%	Not reported	-0.9%	Q2 2013
MSFTMicrosoft Corp	$77.3M	4.02%	0.00%	+1.7%	Q2 2013
NVDANvidia Corp	$75M	3.90%	0.00%	-5.3%	Q3 2017
AMZNAmazon Com Inc	$68M	3.54%	0.00%	-0.8%	Q2 2013
COSTCostco Wholesale Corp	$62.7M	3.26%	0.01%	-1.0%	Q2 2013
GOOGAlphabet Inc.	$56.2M	2.93%	Not reported	-6.4%	Q4 2015
LLYELI LILLY & Co	$42.7M	2.22%	0.00%	-1.0%	Q2 2013
DELLDell Technologies Inc.	$41.1M	2.14%	0.04%	-3.7%	Q1 2024
NUNu Holdings Ltd.	$37.1M	1.93%	Not reported	-0.4%	Q1 2023
AXPAmerican Express Co	$35.5M	1.85%	0.02%	+6.1%	Q2 2013
WMWaste Management Inc	$30.2M	1.57%	0.03%	-0.5%	Q2 2013
INTUIntuit Inc.	$28.8M	1.50%	0.02%	-12.9%	Q2 2013
ICEIntercontinental Exchange, Inc.	$28.6M	1.49%	0.03%	-1.9%	Q4 2013
MELIMercadolibre Inc	$24.6M	1.28%	0.03%	+1.7%	Q3 2017
WSMWilliams Sonoma Inc	$24.3M	1.26%	0.11%	-0.2%	Q2 2023
ADBEAdobe Inc.	$22.8M	1.19%	0.02%	-4.0%	Q2 2013
JNJJohnson & Johnson	$22.6M	1.18%	0.00%	-3.5%	Q2 2013
NBISNebius Group N.V.	$22.5M	1.17%	0.09%	-1.1%	Q4 2019
MSIMotorola Solutions, Inc.	$21.7M	1.13%	0.03%	-12.5%	Q4 2019
TXNTexas Instruments Inc	$20.1M	1.04%	0.01%	-0.6%	Q2 2013
LOWLowes Companies Inc	$19.1M	1.00%	0.01%	-0.1%	Q3 2018
APPAppLovin Corp	$18.1M	0.94%	0.01%	-9.7%	Q1 2024
ECLEcolab Inc.	$18M	0.93%	0.02%	-0.3%	Q2 2013
CMICummins Inc	$18M	0.93%	0.02%	-1.7%	Q2 2013
MOHMolina Healthcare, Inc.	$17.3M	0.90%	0.25%	+54.3%	Q3 2025
ADPAutomatic Data Processing Inc	$17.2M	0.90%	0.02%	-2.6%	Q2 2013
QXOQXO, Inc.	$16.6M	0.87%	0.12%	+7.1%	Q4 2024
EXPEExpedia Group, Inc.	$16.6M	0.86%	0.06%	0.0%	Q2 2017
QCOMQualcomm Inc	$16.6M	0.86%	0.01%	+0.1%	Q2 2013
BKNGBooking Holdings Inc.	$16.1M	0.84%	0.01%	-0.4%	Q1 2018
PGRProgressive Corp	$15.4M	0.80%	0.01%	+109.3%	Q4 2025
ADSKAutodesk, Inc.	$15.2M	0.79%	0.03%	-0.1%	Q2 2013
VVisa Inc.	$14.7M	0.76%	0.00%	+4.4%	Q2 2016
WMTWalmart Inc.	$14.5M	0.76%	0.00%	0.0%	Q2 2013
PAYXPaychex Inc	$14.4M	0.75%	0.04%	-13.4%	Q2 2013
MAMastercard Inc	$14.2M	0.74%	0.00%	+45.5%	Q2 2015
ALGNAlign Technology Inc	$14.1M	0.73%	0.12%	+0.3%	Q3 2025
SYKStryker Corp	$13.2M	0.69%	0.01%	-0.1%	Q2 2013
ISRGIntuitive Surgical Inc	$13.2M	0.69%	0.01%	Not reported	Q2 2013
UNPUnion Pacific Corp	$12.8M	0.66%	0.01%	-0.1%	Q2 2013
SFMSprouts Farmers Market, Inc.	$12.7M	0.66%	0.17%	New	Q1 2026
NVSNovartis AG	$12.5M	0.65%	0.00%	-0.1%	Q2 2013
CRWDCrowdStrike Holdings, Inc.	$12.5M	0.65%	0.01%	-0.2%	Q4 2019
UBERUber Technologies, Inc	$12.1M	0.63%	0.01%	+2.5%	Q4 2019
FDSFactset Research Systems Inc	$11.9M	0.62%	0.15%	+29.2%	Q3 2025
SESea Ltd	$11.4M	0.59%	0.08%	+2.6%	Q1 2021
ACNAccenture plc	$11.4M	0.59%	0.01%	-3.1%	Q2 2013
UNHUnitedhealth Group Inc	$11.1M	0.58%	0.00%	-49.0%	Q2 2013

Q4 2025Reported Feb 6, 2026198 positions
AAPLApple Inc.	$141M	6.71%	0.00%	-1.0%	Q2 2013
GOOGLAlphabet Inc.	$116M	5.51%	0.00%	-0.1%	Q4 2015
METAMeta Platforms, Inc.	$106M	5.05%	Not reported	+0.8%	Q2 2013
MSFTMicrosoft Corp	$99.3M	4.72%	0.00%	-0.8%	Q2 2013
NVDANvidia Corp	$84.7M	4.03%	0.00%	-0.5%	Q3 2017
AMZNAmazon Com Inc	$75.9M	3.61%	0.00%	+0.5%	Q2 2013
GOOGAlphabet Inc.	$65.7M	3.12%	Not reported	-1.4%	Q4 2015
COSTCostco Wholesale Corp	$54.8M	2.60%	0.01%	-1.7%	Q2 2013
INTUIntuit Inc.	$50.7M	2.41%	0.03%	-1.1%	Q2 2013
LLYELI LILLY & Co	$50.4M	2.40%	0.01%	-0.3%	Q2 2013
NUNu Holdings Ltd.	$43.3M	2.06%	Not reported	+1.3%	Q1 2023
AXPAmerican Express Co	$40.9M	1.94%	0.02%	-0.2%	Q2 2013
ADBEAdobe Inc.	$34.2M	1.63%	0.02%	+2.5%	Q2 2013
APPAppLovin Corp	$33.9M	1.61%	0.01%	-2.7%	Q1 2024
DELLDell Technologies Inc.	$32.7M	1.55%	0.04%	+8.7%	Q1 2024
ICEIntercontinental Exchange, Inc.	$30M	1.43%	0.03%	-1.5%	Q4 2013
WMWaste Management Inc	$29M	1.38%	0.03%	-1.5%	Q2 2013
MELIMercadolibre Inc	$28.2M	1.34%	0.03%	-5.6%	Q3 2017
UNHUnitedhealth Group Inc	$26.5M	1.26%	0.01%	+15.5%	Q2 2013
WSMWilliams Sonoma Inc	$23.8M	1.13%	0.11%	-0.1%	Q2 2023
ADPAutomatic Data Processing Inc	$22.4M	1.06%	0.02%	-1.0%	Q2 2013
QCOMQualcomm Inc	$22M	1.05%	0.01%	-0.6%	Q2 2013
MSIMotorola Solutions, Inc.	$21.9M	1.04%	0.03%	-27.5%	Q4 2019
BKNGBooking Holdings Inc.	$20.5M	0.98%	0.01%	+0.2%	Q1 2018
EXPEExpedia Group, Inc.	$20.4M	0.97%	0.06%	-0.3%	Q2 2017
PAYXPaychex Inc	$20.3M	0.96%	0.05%	-0.3%	Q2 2013
JNJJohnson & Johnson	$19.8M	0.94%	0.00%	-0.4%	Q2 2013
LOWLowes Companies Inc	$19.6M	0.93%	0.01%	+0.7%	Q3 2018
ADSKAutodesk, Inc.	$18.9M	0.90%	0.03%	-0.7%	Q2 2013
NBISNebius Group N.V.	$18.3M	0.87%	0.09%	-15.6%	Q4 2019
TXNTexas Instruments Inc	$18M	0.86%	0.01%	-14.0%	Q2 2013
ECLEcolab Inc.	$17.8M	0.85%	0.02%	-0.1%	Q2 2013
CMICummins Inc	$17.3M	0.82%	0.02%	-0.9%	Q2 2013
SESea Ltd	$17.1M	0.81%	0.08%	+1.4%	Q1 2021
VVisa Inc.	$16.3M	0.77%	0.00%	-1.6%	Q2 2016
ISRGIntuitive Surgical Inc	$16.2M	0.77%	0.01%	+0.2%	Q2 2013
ACNAccenture plc	$15.9M	0.75%	0.01%	-29.3%	Q2 2013
QXOQXO, Inc.	$15.4M	0.73%	0.12%	+16.4%	Q4 2024
CRWDCrowdStrike Holdings, Inc.	$15M	0.71%	0.01%	-0.2%	Q4 2019
MOHMolina Healthcare, Inc.	$14.6M	0.70%	0.17%	+2709.3%	Q3 2025
SYKStryker Corp	$14.2M	0.67%	0.01%	-0.4%	Q2 2013
RDDTReddit, Inc.	$14M	0.67%	Not reported	+0.1%	Q1 2025
UBERUber Technologies, Inc	$13.4M	0.64%	0.01%	-20.2%	Q4 2019
CARTMaplebear Inc.	$13.4M	0.64%	0.12%	+3.7%	Q4 2023
WMTWalmart Inc.	$13M	0.62%	0.00%	0.0%	Q2 2013
ALGNAlign Technology Inc	$12.8M	0.61%	0.12%	+61.0%	Q3 2025
FDSFactset Research Systems Inc	$12.3M	0.58%	0.11%	+311.5%	Q3 2025
UNPUnion Pacific Corp	$12.2M	0.58%	0.01%	-4.0%	Q2 2013
ABNBAirbnb, Inc.	$11.6M	0.55%	Not reported	+5.9%	Q2 2021
ORCLOracle Corp	$11.4M	0.54%	0.00%	-12.2%	Q2 2013

Q3 2025Reported Oct 31, 2025204 positions
AAPLApple Inc.	$134M	6.34%	0.00%	-5.2%	Q2 2013
METAMeta Platforms, Inc.	$117M	5.56%	Not reported	-4.2%	Q2 2013
MSFTMicrosoft Corp	$107M	5.08%	0.00%	-2.3%	Q2 2013
GOOGLAlphabet Inc.	$90.1M	4.28%	0.00%	+8.6%	Q4 2015
NVDANvidia Corp	$85.1M	4.04%	0.00%	-1.7%	Q3 2017
AMZNAmazon Com Inc	$71.8M	3.41%	0.00%	-6.8%	Q2 2013
COSTCostco Wholesale Corp	$59.8M	2.84%	0.01%	+0.1%	Q2 2013
INTUIntuit Inc.	$52.8M	2.50%	0.03%	-1.8%	Q2 2013
GOOGAlphabet Inc.	$51.7M	2.45%	Not reported	+5.3%	Q4 2015
NUNu Holdings Ltd.	$40.9M	1.94%	Not reported	-1.6%	Q1 2023
APPAppLovin Corp	$37.2M	1.76%	0.02%	+2.8%	Q1 2024
AXPAmerican Express Co	$36.8M	1.75%	0.02%	+0.2%	Q2 2013
MSIMotorola Solutions, Inc.	$36M	1.71%	0.05%	-0.2%	Q4 2019
LLYELI LILLY & Co	$35.9M	1.70%	0.01%	-0.3%	Q2 2013
MELIMercadolibre Inc	$34.6M	1.64%	0.03%	+1.2%	Q3 2017
DELLDell Technologies Inc.	$33.9M	1.61%	0.04%	+0.5%	Q1 2024
ADBEAdobe Inc.	$33.7M	1.60%	0.02%	+7.1%	Q2 2013
ICEIntercontinental Exchange, Inc.	$31.7M	1.50%	0.03%	-0.1%	Q4 2013
WMWaste Management Inc	$29.6M	1.40%	0.03%	-0.3%	Q2 2013
NBISNebius Group N.V.	$29.1M	1.38%	0.11%	+8.6%	Q4 2019
WSMWilliams Sonoma Inc	$26.1M	1.24%	0.11%	+0.3%	Q2 2023
ADPAutomatic Data Processing Inc	$25.8M	1.22%	0.02%	+0.4%	Q2 2013
UNHUnitedhealth Group Inc	$24M	1.14%	0.01%	+129.5%	Q2 2013
SESea Ltd	$23.6M	1.12%	0.07%	+0.9%	Q1 2021
PAYXPaychex Inc	$23M	1.09%	0.05%	0.0%	Q2 2013
TXNTexas Instruments Inc	$22.2M	1.05%	0.01%	-0.5%	Q2 2013
QCOMQualcomm Inc	$21.6M	1.02%	0.01%	-3.7%	Q2 2013
BKNGBooking Holdings Inc.	$20.7M	0.98%	0.01%	+0.2%	Q1 2018
ACNAccenture plc	$20.6M	0.98%	0.01%	-9.3%	Q2 2013
ADSKAutodesk, Inc.	$20.4M	0.97%	0.03%	0.0%	Q2 2013
LOWLowes Companies Inc	$20.2M	0.96%	0.01%	+0.5%	Q3 2018
UBERUber Technologies, Inc	$20.1M	0.95%	0.01%	-3.7%	Q4 2019
ORCLOracle Corp	$18.7M	0.89%	0.00%	+0.5%	Q2 2013
ECLEcolab Inc.	$18.6M	0.88%	0.02%	-0.1%	Q2 2013
JNJJohnson & Johnson	$17.8M	0.85%	0.00%	+0.7%	Q2 2013
VVisa Inc.	$16.1M	0.76%	0.00%	-1.8%	Q2 2016
CRWDCrowdStrike Holdings, Inc.	$15.7M	0.75%	0.01%	+0.4%	Q4 2019
EXPEExpedia Group, Inc.	$15.4M	0.73%	0.06%	+2.8%	Q2 2017
SYKStryker Corp	$15M	0.71%	0.01%	+0.6%	Q2 2013
CMICummins Inc	$14.5M	0.69%	0.02%	Not reported	Q2 2013
RDDTReddit, Inc.	$14M	0.66%	Not reported	+1.6%	Q1 2025
QXOQXO, Inc.	$13.1M	0.62%	0.10%	+241.7%	Q4 2024
UNPUnion Pacific Corp	$13M	0.62%	0.01%	-1.8%	Q2 2013
ISRGIntuitive Surgical Inc	$12.8M	0.61%	0.01%	Not reported	Q2 2013
FASTFastenal Co	$12.4M	0.59%	0.02%	+1.6%	Q4 2021
TRMBTrimble Inc.	$12.3M	0.58%	0.06%	Not reported	Q2 2013
WMTWalmart Inc.	$12.1M	0.57%	0.00%	Not reported	Q2 2013
MAMastercard Inc	$11.4M	0.54%	0.00%	-2.7%	Q2 2015
EWEdwards Lifesciences Corp	$11.3M	0.54%	0.03%	-8.1%	Q2 2013
ABBVAbbVie Inc.	$11M	0.52%	0.00%	0.0%	Q2 2013

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