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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
EVR icon
201
Evercore
EVR
$11.5B
$254K 0.01%
850
– –
GPN icon
202
Global Payments
GPN
$22.8B
$249K 0.01%
3,705
-3,915
-51% -$289K
LRCX icon
203
Lam Research
LRCX
$383B
$246K 0.01%
+1,151
New +$257K
SCHW
204
Charles Schwab
SCHW
$188B
$246K 0.01%
2,615
– –
BRC icon
205
Brady Corp
BRC
$4.54B
$244K 0.01%
3,000
– –
EWBC icon
206
East-West Bancorp
EWBC
$18.1B
$240K 0.01%
2,250
– –
ANF icon
207
Abercrombie & Fitch
ANF
$5.27B
$238K 0.01%
+2,610
New +$254K
RPM icon
208
RPM International
RPM
$14.8B
$226K 0.01%
2,275
– –
CRM icon
209
Salesforce
CRM
$162B
$224K 0.01%
1,200
-1,850
-61% -$383K
CVX icon
210
Chevron
CVX
$382B
$216K 0.01%
+1,042
New +$190K
HEI icon
211
HEICO Corp
HEI
$50.9B
$213K 0.01%
775
– –
PSX icon
212
Phillips 66
PSX
$86B
$212K 0.01%
+1,163
New +$182K
BIIB icon
213
Biogen
BIIB
$30.6B
$212K 0.01%
1,155
-575
-33% -$106K
CWB icon
214
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.59B
$209K 0.01%
2,285
– –
VIG icon
215
Vanguard Dividend Appreciation ETF
VIG
$114B
$209K 0.01%
971
+44
+5% +$9.81K
ED icon
216
Consolidated Edison
ED
$39.3B
$207K 0.01%
+1,825
New +$198K
MO icon
217
Altria Group
MO
$109B
$206K 0.01%
+3,115
New +$200K
DXC icon
218
DXC Technology
DXC
$1.74B
$189K 0.01%
15,000
-345
-2% -$4.63K
HYPD
219
Hyperion DeFi Inc
HYPD
$39.6M
$179K 0.01%
51,875
+5,200
+11% +$18K
FSK icon
220
FS KKR Capital
FSK
$3.37B
$175K 0.01%
17,237
– –
WAGN
221
Pabrai Wagons ETF
WAGN
$264M
$169K 0.01%
+11,971
New +$170K
PURR
222
Hyperliquid Strategies Inc
PURR
$1.32B
$76.3K ﹤0.01%
15,000
+4,410
+42% +$19.9K
ALLO icon
223
Allogene Therapeutics
ALLO
$725M
$40.3K ﹤0.01%
16,529
– –
ALHC icon
224
Alignment Healthcare
ALHC
$2.86B
– –
-84,326
Closed -$1.67M
AMLP icon
225
Alerian MLP ETF
AMLP
$13.3B
– –
-15,646
Closed -$736K
6 7 8
9
10

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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.