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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
AVGO icon
101
Broadcom
AVGO
$2.04T
$3.19M 0.15%
9,215
-122
-1% -$43.6K
DUOL icon
102
Duolingo
DUOL
$6.36B
$3.17M 0.15%
18,038
+12,894
+251% +$3.04M
PEP icon
103
PepsiCo
PEP
$188B
$3.15M 0.15%
21,939
-520
-2% -$76.4K
XYZ
104
Block Inc
XYZ
$47.6B
$3.12M 0.15%
47,893
-3,425
-7% -$236K
ZTS icon
105
Zoetis
ZTS
$29.9B
$3.06M 0.15%
24,334
-25,512
-51% -$3.33M
ABT icon
106
Abbott
ABT
$188B
$3.01M 0.14%
24,044
-44
-0.2% -$5.61K
SMG icon
107
ScottsMiracle-Gro
SMG
$3.6B
$3M 0.14%
51,490
-4,700
-8% -$264K
GRMN
108
Garmin
GRMN
$59.6B
$2.89M 0.14%
14,225
– –
COMP icon
109
Compass
COMP
$9.62B
$2.75M 0.13%
260,450
+200,450
+334% +$1.83M
SYY icon
110
Sysco
SYY
$40.1B
$2.72M 0.13%
36,940
-1,000
-3% -$76.1K
DIS icon
111
Walt Disney
DIS
$179B
$2.57M 0.12%
22,570
+17,200
+320% +$1.89M
AMR icon
112
Alpha Metallurgical Resources
AMR
$1.9B
$2.47M 0.12%
12,376
+35
+0.3% +$6.05K
RACE icon
113
Ferrari
RACE
$71.5B
$2.44M 0.12%
6,608
+2,995
+83% +$1.2M
YUM icon
114
Yum! Brands
YUM
$40.4B
$2.37M 0.11%
15,680
-380
-2% -$56.3K
HCC icon
115
Warrior Met Coal
HCC
$4.88B
$2.2M 0.1%
+24,993
New +$1.88M
GILD icon
116
Gilead Sciences
GILD
$165B
$2.09M 0.1%
17,047
– –
NFLX icon
117
Netflix
NFLX
$308B
$1.95M 0.09%
20,790
+16,190
+352% +$1.75M
BLK icon
118
Blackrock
BLK
$176B
$1.91M 0.09%
1,780
– –
ACM icon
119
Aecom
ACM
$9.84B
$1.83M 0.09%
19,221
– –
ALHC icon
120
Alignment Healthcare
ALHC
$2.92B
$1.67M 0.08%
+84,326
New +$1.51M
GLD icon
121
SPDR Gold Trust
GLD
$141B
$1.64M 0.08%
+4,150
New +$1.58M
NEE icon
122
NextEra Energy
NEE
$175B
$1.63M 0.08%
20,350
-400
-2% -$33.1K
TSLA icon
123
Tesla
TSLA
$1.3T
$1.58M 0.08%
3,523
+10
+0.3% +$4.43K
FVRR icon
124
Fiverr
FVRR
$327M
$1.52M 0.07%
76,675
-215,605
-74% -$4.64M
PWR icon
125
Quanta Services
PWR
$101B
$1.5M 0.07%
3,557
+11
+0.3% +$4.83K
3 4
5
6 7

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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.