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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
ADI icon
151
Analog Devices
ADI
$190B
$808K 0.04%
3,395
-105
-3% -$21.9K
EWZ icon
152
iShares MSCI Brazil ETF
EWZ
$8.95B
$797K 0.04%
27,637
-951
-3% -$25.7K
AGG icon
153
iShares Core US Aggregate Bond ETF
AGG
$138B
$785K 0.04%
7,915
-7,983
-50% -$782K
FXE icon
154
Invesco CurrencyShares Euro Currency Trust
FXE
$341M
$776K 0.04%
+7,133
New +$746K
WEC icon
155
WEC Energy
WEC
$35.1B
$761K 0.04%
7,300
– –
WING icon
156
Wingstop
WING
$3.18B
$758K 0.04%
2,250
+10
+0.4% +$2.96K
LAD icon
157
Lithia Motors
LAD
$8.26B
$757K 0.04%
2,240
-2,401
-52% -$743K
LEN icon
158
Lennar Class A
LEN
$21.2B
$755K 0.04%
6,829
-183
-3% -$19.8K
FXI icon
159
iShares China Large-Cap ETF
FXI
$4.31B
$754K 0.04%
20,517
-89,195
-81% -$3.12M
COIN icon
160
Coinbase
COIN
$40.5B
$747K 0.04%
2,132
-1,247
-37% -$292K
PANW icon
161
Palo Alto Networks
PANW
$297B
$747K 0.04%
3,650
-180
-5% -$33.4K
FXY icon
162
Invesco CurrencyShares Japanese Yen Trust
FXY
$431M
$743K 0.04%
11,615
+3,967
+52% +$253K
TSM icon
163
TSMC
TSM
$2.18T
$686K 0.03%
3,031
+5
+0.2% +$926
CNR
164
Core Natural Resources Inc
CNR
$4.45B
$664K 0.03%
+9,520
New +$677K
AMR icon
165
Alpha Metallurgical Resources
AMR
$1.93B
$654K 0.03%
+5,810
New +$679K
SHOP icon
166
Shopify
SHOP
$195B
$653K 0.03%
5,660
+60
+1% +$6K
DCI icon
167
Donaldson
DCI
$11.4B
$652K 0.03%
9,400
– –
AEP icon
168
American Electric Power
AEP
$68.4B
$618K 0.03%
5,957
-350
-6% -$36.4K
OLN icon
169
Olin
OLN
$2.12B
$603K 0.03%
+30,000
New +$623K
CVS icon
170
CVS Health
CVS
$122B
$601K 0.03%
8,715
+500
+6% +$32.8K
RTX icon
171
RTX Corp
RTX
$301B
$590K 0.03%
4,040
– –
NFLX icon
172
Netflix
NFLX
$309B
$589K 0.03%
4,400
– –
LPX icon
173
Louisiana-Pacific
LPX
$5.49B
$581K 0.03%
6,759
-1,000
-13% -$88.9K
UPS icon
174
United Parcel Service
UPS
$88.9B
$557K 0.03%
5,516
-19,752
-78% -$1.94M
EIX icon
175
Edison International
EIX
$26.4B
$520K 0.03%
10,078
-645
-6% -$35.4K
5 6
7
8 9

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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.