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IHL

Investment House LLC Portfolio holdings

AUM $2.21B
1-Year Est. Return 39.6%
This Fund
S&P 500
This Quarter Est. Return
+3.4%
1 Year Est. Return
+39.6%
3 Year Est. Return
+124.82%
5 Year Est. Return
+142.99%
10 Year Est. Return
+689.09%
AUM
$2.1B
AUM Growth
-$4.74M
Cap. Flow
-$28.6M
Cap. Flow %
-1.36%
Top 10 Hldgs %
40.16%
Holding
237
New
14
Increased
46
Reduced
108
Closed
22

Top Buys

Rank Stock Value
1
MOH icon
Molina Healthcare
MOH
+$13.4M
2
FDS icon
Factset
FDS
+$9.01M
3
FIGR
Figure Technology Solutions
FIGR
+$8.82M
4
PGR icon
Progressive
PGR
+$8.38M
5
ALGN icon
Align Technology
ALGN
+$4.46M

Top Sells

Rank Stock Value
1
MSI icon
Motorola Solutions
MSI
+$8.72M
2
FAST icon
Fastenal
FAST
+$6.35M
3
ACN icon
Accenture
ACN
+$6.22M
4
WBD icon
Warner Bros
WBD
+$5.85M
5
CCC
CCC Intelligent Solutions
CCC
+$5.37M

Sector Composition

Rank Sector Weight
1 Technology 32.89%
2 Communication Services 17.4%
3 Consumer Discretionary 13.67%
4 Healthcare 11.25%
5 Financials 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBIT icon
226
iShares Bitcoin Trust
IBIT
$47.6B
– –
-12,309
Closed -$800K
PAG icon
227
Penske Automotive Group
PAG
$14.2B
– –
-1,160
Closed -$202K
PDD icon
228
Pinduoduo
PDD
$132B
– –
-17,913
Closed -$2.37M
RH icon
229
RH
RH
$3.47B
– –
-7,919
Closed -$1.61M
SNPS icon
230
Synopsys
SNPS
$78.8B
– –
-3,060
Closed -$1.51M
SONN
231
DELISTED
Sonnet BioTherapeutics
SONN
– –
-10,625
Closed -$48.7K
TLT icon
232
iShares 20+ Year Treasury Bond ETF
TLT
$40.5B
– –
-8,832
Closed -$789K
WBD icon
233
Warner Bros
WBD
$67.4B
– –
-299,656
Closed -$5.85M
WING icon
234
Wingstop
WING
$3.2B
– –
-1,010
Closed -$254K
ZS icon
235
Zscaler
ZS
$28.6B
– –
-810
Closed -$243K
ETH
236
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.71B
– –
-13,374
Closed -$524K
CRWV
237
CoreWeave
CRWV
$48.1B
– –
-2,000
Closed -$274K
6 7 8 9
10

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Investment House LLC's Q4 2025 Portfolio in Review

As of Q4 2025, Investment House LLC held 237 positions worth $2.1B, down 0.22% from $2.11B the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Investment House LLC's Q4 2025 filing shows 14 new, 46 increased, 108 reduced and 22 closed positions. Its largest new stake was Figure Technology Solutions: 220,525 shares worth $9.01M. The largest sale was Motorola Solutions, an estimated $8.72M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 36% a quarter earlier, followed by Communication Services and Consumer Discretionary.

  • Investment House LLC's largest Q4 2025 buy was Figure Technology Solutions: 220,525 shares worth $9.01M.
  • Investment House LLC added most to Molina Healthcare in Q4 2025, an estimated $13.4M increase.
  • Investment House LLC's biggest Q4 2025 reduction was Motorola Solutions, cutting an estimated $8.72M.
  • Investment House LLC fully exited Warner Bros in Q4 2025, selling an estimated $5.85M.
  • Investment House LLC's ten largest holdings make up 40% of its $2.1B portfolio in Q4 2025.
  • Investment House LLC opened 14 new positions and closed 22 in Q4 2025.
  • Investment House LLC's portfolio value fell 0.22% quarter-over-quarter to $2.1B.

Based on Investment House LLC's 13F filing for Q4 2025, filed 6 Feb 2026.