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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
CHD icon
51
Church & Dwight Co
CHD
$24.5B
$11.1M 0.56%
115,238
-24,934
-18% -$2.46M
PYPL icon
52
PayPal
PYPL
$50.5B
$10.9M 0.55%
146,380
-1,993
-1% -$136K
FAST icon
53
Fastenal
FAST
$59.5B
$10.4M 0.53%
248,603
-727
-0.3% -$29.5K
ABNB icon
54
Airbnb
ABNB
$107B
$10M 0.51%
75,640
+24,540
+48% +$3.11M
NVS icon
55
Novartis
NVS
$297B
$9.9M 0.5%
81,817
-387
-0.5% -$43.6K
AMGN icon
56
Amgen
AMGN
$222B
$9.65M 0.49%
34,567
-903
-3% -$256K
UNH icon
57
UnitedHealth
UNH
$370B
$9.43M 0.48%
30,236
+20,961
+226% +$8.01M
AN icon
58
AutoNation
AN
$6.92B
$9.19M 0.46%
46,240
-1,605
-3% -$290K
RDDT icon
59
Reddit
RDDT
$31.1B
$9.03M 0.46%
59,992
+48,125
+406% +$5.46M
ABBV icon
60
AbbVie
ABBV
$435B
$8.85M 0.45%
47,692
-254
-0.5% -$47.2K
DE icon
61
Deere & Co
DE
$168B
$8.26M 0.42%
16,250
-142
-0.9% -$69.5K
FVRR icon
62
Fiverr
FVRR
$339M
$8.14M 0.41%
277,390
+910
+0.3% +$26.2K
CCC
63
CCC Intelligent Solutions
CCC
$4.08B
$7.4M 0.37%
786,825
+235,105
+43% +$2.1M
DHI icon
64
D.R. Horton
DHI
$42.3B
$6.96M 0.35%
53,997
-20,533
-28% -$2.53M
CPAY icon
65
Corpay
CPAY
$25.7B
$6.77M 0.34%
20,403
+5,333
+35% +$1.74M
EXPD icon
66
Expeditors International
EXPD
$23.2B
$6.76M 0.34%
59,159
-7,585
-11% -$849K
NSC icon
67
Norfolk Southern
NSC
$75.1B
$6.76M 0.34%
26,393
-200
-0.8% -$47.2K
FDX icon
68
FedEx
FDX
$75.4B
$6.62M 0.33%
29,112
-11,933
-29% -$2.61M
TTD icon
69
Trade Desk
TTD
$6.49B
$6.48M 0.33%
90,012
+67,349
+297% +$4.3M
LIN icon
70
Linde
LIN
$226B
$6.09M 0.31%
12,987
-219
-2% -$100K
HD icon
71
Home Depot
HD
$355B
$5.89M 0.3%
16,066
-45
-0.3% -$16.3K
BLDR icon
72
Builders FirstSource
BLDR
$8.04B
$5.72M 0.29%
47,007
+6,344
+16% +$732K
CPNG icon
73
Coupang
CPNG
$29.2B
$5.7M 0.29%
190,183
+138,333
+267% +$3.54M
AMD icon
74
Advanced Micro Devices
AMD
$789B
$5.51M 0.28%
38,860
+2,680
+7% +$292K
BRK.B icon
75
Berkshire Hathaway Class B
BRK.B
$1.13T
$5.34M 0.27%
11,001
+134
+1% +$68.1K
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.