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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
+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
COIN icon
126
Coinbase
COIN
$39.2B
$1.59M 0.08%
4,716
+2,584
+121% +$876K
NEE icon
127
NextEra Energy
NEE
$177B
$1.57M 0.07%
20,750
-600
-3% -$43.8K
TSLA icon
128
Tesla
TSLA
$1.31T
$1.56M 0.07%
3,513
+735
+26% +$255K
SNPS icon
129
Synopsys
SNPS
$78.8B
$1.51M 0.07%
3,060
-3,087
-50% -$1.75M
MRVL icon
130
Marvell Technology
MRVL
$187B
$1.5M 0.07%
17,790
-275
-2% -$20.2K
PWR icon
131
Quanta Services
PWR
$99.4B
$1.47M 0.07%
3,546
-5,031
-59% -$1.96M
PG icon
132
Procter & Gamble
PG
$340B
$1.39M 0.07%
9,025
-393
-4% -$61.4K
TJX icon
133
TJX Companies
TJX
$175B
$1.21M 0.06%
8,392
-527
-6% -$70K
KO icon
134
Coca-Cola
KO
$374B
$1.19M 0.06%
18,016
-2,482
-12% -$171K
GS icon
135
Goldman Sachs
GS
$301B
$1.13M 0.05%
1,416
-17
-1% -$12.6K
EBAY icon
136
eBay
EBAY
$47.9B
$1.06M 0.05%
11,675
– –
MMM icon
137
3M
MMM
$93.9B
$1.05M 0.05%
6,768
– –
ULTA icon
138
Ulta Beauty
ULTA
$23.6B
$1.04M 0.05%
1,895
+145
+8% +$74.3K
A icon
139
Agilent Technologies
A
$42B
$1.02M 0.05%
7,945
-300
-4% -$36.2K
TT icon
140
Trane Technologies
TT
$105B
$1.01M 0.05%
2,400
– –
IDXX icon
141
Idexx Laboratories
IDXX
$46.9B
$990K 0.05%
1,550
– –
ELV icon
142
Elevance Health
ELV
$86.2B
$969K 0.05%
+3,000
New +$933K
XLU icon
143
State Street Utilities Select Sector SPDR ETF
XLU
$22.4B
$951K 0.05%
21,800
– –
RTX icon
144
RTX Corp
RTX
$302B
$898K 0.04%
5,365
+1,325
+33% +$206K
EWZ icon
145
iShares MSCI Brazil ETF
EWZ
$8.91B
$862K 0.04%
27,821
+184
+0.7% +$5.27K
LEN icon
146
Lennar Class A
LEN
$20.6B
$861K 0.04%
6,829
– –
TMO icon
147
Thermo Fisher Scientific
TMO
$222B
$848K 0.04%
1,748
-2,696
-61% -$1.25M
OIH icon
148
VanEck Oil Services ETF
OIH
$1.95B
$844K 0.04%
+3,247
New +$806K
SHOP icon
149
Shopify
SHOP
$200B
$840K 0.04%
5,650
-10
-0.2% -$1.36K
WEC icon
150
WEC Energy
WEC
$34.6B
$837K 0.04%
7,300
– –
4 5
6
7 8

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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.