We are live on ! Find out more
IHL

Investment House LLC Portfolio holdings

AUM $2.21B
1-Year Est. Return 39.6%
This Fund
S&P 500
This Quarter Est. Return
+10.65%
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
$2.11B
AUM Growth
+$131M
Cap. Flow
-$7.09M
Cap. Flow %
-0.34%
Top 10 Hldgs %
38.44%
Holding
243
New
27
Increased
63
Reduced
83
Closed
20

Top Buys

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$11.8M
2
QXO
QXO Inc
QXO
+$10.1M
3
ALGN icon
Align Technology
ALGN
+$7.99M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.15M
5
CPNG icon
Coupang
CPNG
+$4.38M

Top Sells

Rank Stock Value
1
CRM icon
Salesforce
CRM
+$10.2M
2
TTD icon
Trade Desk
TTD
+$6.48M
3
AAPL icon
Apple
AAPL
+$6.44M
4
ZTS icon
Zoetis
ZTS
+$6.22M
5
AMZN icon
Amazon
AMZN
+$5.39M

Sector Composition

Rank Sector Weight
1 Technology 35.6%
2 Communication Services 16.96%
3 Consumer Discretionary 14.35%
4 Healthcare 9.34%
5 Financials 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABBV icon
51
AbbVie
ABBV
$434B
$11M 0.52%
47,682
-10
-0% -$2.04K
CPNG icon
52
Coupang
CPNG
$29B
$10.8M 0.51%
335,017
+144,834
+76% +$4.38M
CART icon
53
Maplebear
CART
$11.8B
$10.5M 0.5%
286,770
+7,085
+3% +$326K
NVS icon
54
Novartis
NVS
$298B
$10.5M 0.5%
82,017
+200
+0.2% +$24.4K
GWW icon
55
W.W. Grainger
GWW
$60.8B
$10.3M 0.49%
10,824
-2,178
-17% -$2.19M
AN icon
56
AutoNation
AN
$6.92B
$10.1M 0.48%
46,240
– –
DHI icon
57
D.R. Horton
DHI
$41B
$9.98M 0.47%
58,911
+4,914
+9% +$773K
PYPL icon
58
PayPal
PYPL
$50.1B
$9.88M 0.47%
147,380
+1,000
+0.7% +$70.5K
ABNB icon
59
Airbnb
ABNB
$110B
$9.83M 0.47%
80,945
+5,305
+7% +$686K
CHD icon
60
Church & Dwight Co
CHD
$24.5B
$9.6M 0.46%
109,541
-5,697
-5% -$534K
XBI icon
61
State Street SPDR S&P Biotech ETF
XBI
$10.3B
$9.21M 0.44%
91,965
+42,450
+86% +$3.82M
NSC icon
62
Norfolk Southern
NSC
$75.3B
$7.77M 0.37%
25,868
-525
-2% -$146K
CCC
63
CCC Intelligent Solutions
CCC
$4.11B
$7.65M 0.36%
840,125
+53,300
+7% +$516K
DE icon
64
Deere & Co
DE
$164B
$7.43M 0.35%
16,250
– –
AMGN icon
65
Amgen
AMGN
$224B
$7.31M 0.35%
25,898
-8,669
-25% -$2.51M
ZTS icon
66
Zoetis
ZTS
$30.9B
$7.29M 0.35%
49,846
-41,180
-45% -$6.22M
EXPD icon
67
Expeditors International
EXPD
$23.3B
$7.28M 0.35%
59,409
+250
+0.4% +$29.7K
FVRR icon
68
Fiverr
FVRR
$323M
$7.13M 0.34%
292,280
+14,890
+5% +$365K
HD icon
69
Home Depot
HD
$349B
$6.49M 0.31%
16,028
-38
-0.2% -$14.9K
ALGN icon
70
Align Technology
ALGN
$12.5B
$6.39M 0.3%
+51,000
New +$7.99M
AMD icon
71
Advanced Micro Devices
AMD
$776B
$6.32M 0.3%
39,080
+220
+0.6% +$35.5K
LIN icon
72
Linde
LIN
$225B
$5.96M 0.28%
12,547
-440
-3% -$208K
WBD icon
73
Warner Bros
WBD
$67.5B
$5.85M 0.28%
299,656
+81,168
+37% +$1.11M
BRK.B icon
74
Berkshire Hathaway Class B
BRK.B
$1.14T
$5.75M 0.27%
11,446
+445
+4% +$216K
BLDR icon
75
Builders FirstSource
BLDR
$7.72B
$5.71M 0.27%
47,082
+75
+0.2% +$9.95K
1 2
3
4 5

Similar funds

WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $2.23B AUM 15.01% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
ORCP
One Rock Capital Partners New York $2.19B AUM
NP
NS Partners London, United Kingdom $2.23B AUM 20.03% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Investment House LLC's Q3 2025 Portfolio in Review

As of Q3 2025, Investment House LLC held 243 positions worth $2.11B, up 6.6% from $1.98B the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Investment House LLC's Q3 2025 filing shows 27 new, 63 increased, 83 reduced and 20 closed positions. Its largest new stake was Align Technology: 51,000 shares worth $6.39M. The largest sale was Salesforce, an estimated $10.2M.

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

  • Investment House LLC's largest Q3 2025 buy was Align Technology: 51,000 shares worth $6.39M.
  • Investment House LLC added most to UnitedHealth in Q3 2025, an estimated $11.8M increase.
  • Investment House LLC's biggest Q3 2025 reduction was Salesforce, cutting an estimated $10.2M.
  • Investment House LLC fully exited Trade Desk in Q3 2025, selling an estimated $6.48M.
  • Investment House LLC's ten largest holdings make up 38% of its $2.11B portfolio in Q3 2025.
  • Investment House LLC opened 27 new positions and closed 20 in Q3 2025.
  • Investment House LLC's portfolio value rose 6.6% quarter-over-quarter to $2.11B.

Based on Investment House LLC's 13F filing for Q3 2025, filed 31 Oct 2025.