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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
-5.8%
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
$1.92B
AUM Growth
-$182M
Cap. Flow
-$3.28M
Cap. Flow %
-0.17%
Top 10 Hldgs %
38.81%
Holding
237
New
22
Increased
45
Reduced
104
Closed
14

Top Buys

Rank Stock Value
1
SFM icon
Sprouts Farmers Market
SFM
+$12.3M
2
PGR icon
Progressive
PGR
+$8.36M
3
MOH icon
Molina Healthcare
MOH
+$7.28M
4
BLDR icon
Builders FirstSource
BLDR
+$6.6M
5
WBD icon
Warner Bros
WBD
+$6.31M

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$11.7M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.5M
3
INTU icon
Intuit
INTU
+$4.7M
4
NVDA icon
NVIDIA
NVDA
+$4.38M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.24M

Sector Composition

Rank Sector Weight
1 Technology 31.27%
2 Communication Services 15.77%
3 Consumer Discretionary 13.35%
4 Healthcare 10.99%
5 Financials 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ACN icon
51
Accenture
ACN
$110B
$11.4M 0.59%
57,279
-1,808
-3% -$421K
UNH icon
52
UnitedHealth
UNH
$373B
$11.1M 0.58%
40,873
-39,293
-49% -$11.7M
ABNB icon
53
Airbnb
ABNB
$110B
$10.9M 0.57%
85,985
+260
+0.3% +$33.8K
CART icon
54
Maplebear
CART
$11.7B
$10.4M 0.54%
276,323
-21,055
-7% -$799K
GWW icon
55
W.W. Grainger
GWW
$60.6B
$10.1M 0.53%
9,259
-300
-3% -$328K
ABBV icon
56
AbbVie
ABBV
$434B
$10.1M 0.52%
46,253
-869
-2% -$193K
EW icon
57
Edwards Lifesciences
EW
$53.3B
$9.53M 0.5%
119,000
-1,800
-1% -$148K
TRMB icon
58
Trimble
TRMB
$13.8B
$9.15M 0.48%
140,236
-3,130
-2% -$218K
DE icon
59
Deere & Co
DE
$163B
$9.08M 0.47%
16,112
-150
-0.9% -$84.6K
MU icon
60
Micron Technology
MU
$996B
$9.02M 0.47%
26,700
+2,940
+12% +$1.15M
CHD icon
61
Church & Dwight Co
CHD
$24.5B
$8.98M 0.47%
96,239
-350
-0.4% -$33.6K
AMGN icon
62
Amgen
AMGN
$224B
$8.98M 0.47%
25,517
-35
-0.1% -$12.5K
AN icon
63
AutoNation
AN
$6.88B
$8.92M 0.46%
45,670
-570
-1% -$115K
FIGR
64
Figure Technology Solutions
FIGR
$6.28B
$8.38M 0.44%
246,865
+26,340
+12% +$1.14M
EXPD icon
65
Expeditors International
EXPD
$23.3B
$8.36M 0.43%
58,333
+30
+0.1% +$4.56K
RDDT icon
66
Reddit
RDDT
$30.5B
$8.23M 0.43%
61,150
+155
+0.3% +$26.4K
BLDR icon
67
Builders FirstSource
BLDR
$7.72B
$7.9M 0.41%
95,961
+61,829
+181% +$6.6M
AMD icon
68
Advanced Micro Devices
AMD
$777B
$7.81M 0.41%
38,370
-560
-1% -$120K
ORCL icon
69
Oracle
ORCL
$435B
$7.78M 0.4%
52,895
-5,558
-10% -$903K
FDX icon
70
FedEx
FDX
$76.5B
$7.46M 0.39%
20,957
-250
-1% -$86.8K
DHI icon
71
D.R. Horton
DHI
$41B
$7.4M 0.38%
53,896
-15
-0% -$2.27K
NSC icon
72
Norfolk Southern
NSC
$75.5B
$7.39M 0.38%
25,752
+30
+0.1% +$8.92K
GLW icon
73
Corning
GLW
$138B
$6.8M 0.35%
50,015
-1,800
-3% -$217K
MRK icon
74
Merck
MRK
$323B
$6.64M 0.35%
55,229
-225
-0.4% -$26K
VAL icon
75
Valaris
VAL
$5.91B
$6.26M 0.33%
63,890
-8,784
-12% -$684K
1 2
3
4 5

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Investment House LLC's Q1 2026 Portfolio in Review

As of Q1 2026, Investment House LLC held 237 positions worth $1.92B, down 8.7% from $2.1B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Investment House LLC's Q1 2026 filing shows 22 new, 45 increased, 104 reduced and 14 closed positions. Its largest new stake was Sprouts Farmers Market: 164,290 shares worth $12.7M. The largest sale was UnitedHealth, an estimated $11.7M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, down from 33% a quarter earlier, followed by Communication Services and Consumer Discretionary.

  • Investment House LLC's largest Q1 2026 buy was Sprouts Farmers Market: 164,290 shares worth $12.7M.
  • Investment House LLC added most to Progressive in Q1 2026, an estimated $8.36M increase.
  • Investment House LLC's biggest Q1 2026 reduction was UnitedHealth, cutting an estimated $11.7M.
  • Investment House LLC fully exited Brookfield in Q1 2026, selling an estimated $3.35M.
  • Investment House LLC's ten largest holdings make up 39% of its $1.92B portfolio in Q1 2026.
  • Investment House LLC opened 22 new positions and closed 14 in Q1 2026.
  • Investment House LLC's portfolio value fell 8.7% quarter-over-quarter to $1.92B.

Based on Investment House LLC's 13F filing for Q1 2026, filed 29 Apr 2026.