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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
PAYX icon
26
Paychex
PAYX
$42.7B
$20.3M 0.96%
180,970
-460
-0.3% -$53.8K
JNJ icon
27
Johnson & Johnson
JNJ
$625B
$19.8M 0.94%
95,829
-335
-0.3% -$66.2K
LOW icon
28
Lowe's Companies
LOW
$125B
$19.6M 0.93%
81,076
+565
+0.7% +$136K
ADSK icon
29
Autodesk
ADSK
$52.6B
$18.9M 0.9%
63,699
-425
-0.7% -$129K
NBIS
30
Nebius Group N.V.
NBIS
$47.7B
$18.3M 0.87%
218,858
-40,377
-16% -$4.18M
TXN icon
31
Texas Instruments
TXN
$261B
$18M 0.86%
103,982
-16,915
-14% -$2.9M
ECL icon
32
Ecolab
ECL
$79.9B
$17.8M 0.85%
67,735
-34
-0.1% -$9.05K
CMI icon
33
Cummins
CMI
$88.7B
$17.3M 0.82%
33,947
-305
-0.9% -$143K
SE icon
34
Sea Limited
SE
$69.5B
$17.1M 0.81%
133,668
+1,860
+1% +$275K
IBB icon
35
iShares Biotechnology ETF
IBB
$9.71B
$16.5M 0.79%
97,917
-904
-0.9% -$147K
V icon
36
Visa
V
$677B
$16.3M 0.77%
46,453
-760
-2% -$259K
ISRG icon
37
Intuitive Surgical
ISRG
$134B
$16.2M 0.77%
28,680
+55
+0.2% +$29.3K
ACN icon
38
Accenture
ACN
$108B
$15.9M 0.75%
59,087
-24,467
-29% -$6.22M
QXO
39
QXO Inc
QXO
$17.4B
$15.4M 0.73%
799,935
+112,556
+16% +$2.16M
CRWD icon
40
CrowdStrike
CRWD
$218B
$15M 0.71%
127,860
-300
-0.2% -$38.2K
MOH icon
41
Molina Healthcare
MOH
$10.3B
$14.6M 0.7%
84,280
+81,280
+2,709% +$13.4M
SYK icon
42
Stryker
SYK
$130B
$14.2M 0.67%
40,342
-150
-0.4% -$54.7K
RDDT icon
43
Reddit
RDDT
$31.1B
$14M 0.67%
60,995
+50
+0.1% +$10.5K
UBER icon
44
Uber
UBER
$153B
$13.4M 0.64%
163,785
-41,436
-20% -$3.73M
CART icon
45
Maplebear
CART
$11.8B
$13.4M 0.64%
297,378
+10,608
+4% +$434K
WMT icon
46
Walmart Inc
WMT
$890B
$13M 0.62%
117,047
+44
+0% +$4.72K
ALGN icon
47
Align Technology
ALGN
$12.3B
$12.8M 0.61%
82,117
+31,117
+61% +$4.46M
FDS icon
48
Factset
FDS
$10.2B
$12.3M 0.58%
42,393
+32,092
+312% +$9.01M
UNP icon
49
Union Pacific
UNP
$174B
$12.2M 0.58%
52,692
-2,175
-4% -$496K
ABNB icon
50
Airbnb
ABNB
$107B
$11.6M 0.55%
85,725
+4,780
+6% +$595K
1
2
3 4 5

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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.