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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
+14.37%
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
$1.98B
AUM Growth
+$221M
Cap. Flow
+$25.5M
Cap. Flow %
1.29%
Top 10 Hldgs %
38.1%
Holding
235
New
22
Increased
60
Reduced
101
Closed
19

Top Buys

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$8.01M
2
DELL icon
Dell
DELL
+$7.3M
3
RDDT icon
Reddit
RDDT
+$5.46M
4
TTD icon
Trade Desk
TTD
+$4.3M
5
NBIS
Nebius Group N.V.
NBIS
+$3.91M

Top Sells

Rank Stock Value
1
GPN icon
Global Payments
GPN
+$6.31M
2
MRK icon
Merck
MRK
+$6M
3
MSFT icon
Microsoft
MSFT
+$5.03M
4
HPQ icon
HP
HPQ
+$4.89M
5
CRL icon
Charles River Laboratories
CRL
+$4.56M

Sector Composition

Rank Sector Weight
1 Technology 37.06%
2 Consumer Discretionary 14.76%
3 Communication Services 14.35%
4 Healthcare 9.37%
5 Financials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SE icon
26
Sea Limited
SE
$69.5B
$20.9M 1.06%
130,593
-1,075
-0.8% -$156K
UBER icon
27
Uber
UBER
$153B
$19.9M 1.01%
213,057
+30,863
+17% +$2.54M
ADSK icon
28
Autodesk
ADSK
$52.6B
$19.8M 1%
64,119
-431
-0.7% -$122K
ECL icon
29
Ecolab
ECL
$79.9B
$18.3M 0.92%
67,804
+465
+0.7% +$118K
LOW icon
30
Lowe's Companies
LOW
$125B
$17.8M 0.9%
80,141
-13,283
-14% -$2.96M
APP icon
31
Applovin
APP
$116B
$17.6M 0.89%
50,362
+3,462
+7% +$1.12M
V icon
32
Visa
V
$677B
$17.1M 0.86%
48,100
+369
+0.8% +$129K
CRWD icon
33
CrowdStrike
CRWD
$218B
$16.3M 0.82%
127,660
-40
-0% -$4.34K
SYK icon
34
Stryker
SYK
$130B
$15.9M 0.81%
40,242
+196
+0.5% +$73.3K
ISRG icon
35
Intuitive Surgical
ISRG
$134B
$15.6M 0.79%
28,625
– –
JNJ icon
36
Johnson & Johnson
JNJ
$625B
$14.6M 0.74%
95,505
+23,261
+32% +$3.58M
ORCL icon
37
Oracle
ORCL
$423B
$14.5M 0.73%
66,306
+169
+0.3% +$27.3K
ZTS icon
38
Zoetis
ZTS
$30B
$14.2M 0.72%
91,026
+865
+1% +$137K
GWW icon
39
W.W. Grainger
GWW
$60.2B
$13.5M 0.68%
13,002
-72
-0.6% -$74.8K
NBIS
40
Nebius Group N.V.
NBIS
$47.7B
$13.2M 0.67%
238,759
+113,554
+91% +$3.91M
UNP icon
41
Union Pacific
UNP
$174B
$12.8M 0.65%
55,845
-347
-0.6% -$77K
CART icon
42
Maplebear
CART
$11.8B
$12.7M 0.64%
279,685
+44,745
+19% +$1.95M
EW icon
43
Edwards Lifesciences
EW
$51.7B
$12.4M 0.63%
158,539
-1,315
-0.8% -$98.1K
IBB icon
44
iShares Biotechnology ETF
IBB
$9.77B
$12M 0.61%
94,948
+9,292
+11% +$1.14M
CRM icon
45
Salesforce
CRM
$158B
$11.9M 0.6%
43,513
+10,108
+30% +$2.7M
EXPE icon
46
Expedia Group
EXPE
$37.3B
$11.8M 0.6%
70,234
+23,827
+51% +$3.87M
MA icon
47
Mastercard
MA
$493B
$11.6M 0.58%
20,555
-258
-1% -$143K
TRMB icon
48
Trimble
TRMB
$13.9B
$11.5M 0.58%
150,785
-1,700
-1% -$114K
WMT icon
49
Walmart Inc
WMT
$890B
$11.4M 0.58%
117,003
-450
-0.4% -$42.9K
CMI icon
50
Cummins
CMI
$88.7B
$11.2M 0.57%
34,252
-553
-2% -$171K
1
2
3 4 5

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Investment House LLC's Q2 2025 Portfolio in Review

As of Q2 2025, Investment House LLC held 235 positions worth $1.98B, up 13% from $1.76B the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Investment House LLC's Q2 2025 filing shows 22 new, 60 increased, 101 reduced and 19 closed positions. Its largest new stake was Quanta Services: 8,577 shares worth $3.24M. The largest sale was Global Payments, an estimated $6.31M.

By sector, the portfolio is most concentrated in Technology at 37% of assets, up from 36% a quarter earlier, followed by Consumer Discretionary and Communication Services.

  • Investment House LLC's largest Q2 2025 buy was Quanta Services: 8,577 shares worth $3.24M.
  • Investment House LLC added most to UnitedHealth in Q2 2025, an estimated $8.01M increase.
  • Investment House LLC's biggest Q2 2025 reduction was Merck, cutting an estimated $6M.
  • Investment House LLC fully exited Global Payments in Q2 2025, selling an estimated $6.31M.
  • Investment House LLC's ten largest holdings make up 38% of its $1.98B portfolio in Q2 2025.
  • Investment House LLC opened 22 new positions and closed 19 in Q2 2025.
  • Investment House LLC's portfolio value rose 13% quarter-over-quarter to $1.98B.

Based on Investment House LLC's 13F filing for Q2 2025, filed 14 Aug 2025.