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INVESTMENT HOUSE LLC13F | |
| INVESTMENT HOUSE LLC | |
| Last update 2026-04-29 | 223 Stocks (22 new) |
| Value $1.92 Bil | Turnover 5 % |
INVESTMENT HOUSE LLC Top Holdings of 2026-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 534,443 | 135,636.2 | +2.86% | 7.060 | +0.20% | 0.000 | +10.40% | +2.79% | 4,096,670.8 | Hardware | |
GOOGL | Alphabet Inc | 333,805 | 95,989.1 | -9.89% | 4.990 | -0.55% | 0.000 | +21.81% | +9.40% | 4,164,657.7 | Interactive Media | |
META | Meta Platforms Inc | 159,486 | 91,246.5 | -0.91% | 4.750 | -0.05% | 0.010 | +1.29% | -15.91% | 1,406,515.2 | Interactive Media | |
MSFT | Microsoft Corp | 208,789 | 77,287.5 | +1.68% | 4.020 | +0.07% | 0.000 | +1.41% | -23.09% | 2,750,932.9 | Software | |
NVDA | NVIDIA Corp | 430,267 | 75,038.6 | -5.26% | 3.900 | -0.21% | 0.000 | +13.54% | +4.26% | 4,703,718.2 | Semiconductors | |
AMZN | Amazon.com Inc | 326,435 | 67,986.6 | -0.76% | 3.540 | -0.03% | 0.000 | +11.77% | +0.49% | 2,495,219.1 | Retail - Cyclical | |
COST | Costco Wholesale Corp | 62,913 | 62,688.7 | -0.99% | 3.260 | -0.03% | 0.010 | -2.36% | +11.08% | 423,597.6 | Retail - Defensive | |
GOOG | Alphabet Inc | 195,980 | 56,218.8 | -6.44% | 2.930 | -0.20% | 0.000 | +21.68% | +8.94% | 4,176,184.6 | Interactive Media | |
LLY | Eli Lilly and Co | 46,442 | 42,716.3 | -0.96% | 2.220 | -0.02% | 0.010 | +34.02% | +12.05% | 1,070,158.8 | Drug Manufacturers | |
DELL | Dell Technologies Inc | 250,220 | 41,068.6 | -3.69% | 2.140 | -0.06% | 0.040 | +122.65% | +212.35% | 252,163.5 | Hardware |
INVESTMENT HOUSE LLC's Historical Top Holdings Breakdowns
INVESTMENT HOUSE LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SFM | Sprouts Farmers Market Inc | 2026-03-31 | New Buy New Buy | +0.66% | 65.56 ($74.63) 84.52 | $79.50 | 6.53% | New holding | 164,290 | 164,290 | |
UNH | UnitedHealth Group Inc | 2026-03-31 | Reduce Reduce | -0.62% | 259.02 ($297.81) 356.26 | $425.16 | 42.76% | Reduce -49.01% | 40,873 | -39,293 | |
GOOGL | Alphabet Inc | 2026-03-31 | Reduce Reduce | -0.55% | 273.5 ($314.21) 343.69 | $341.98 | 8.84% | Reduce -9.89% | 333,805 | -36,657 | |
PGR | Progressive Corp | 2026-03-31 | Add Add | +0.42% | 198.24 ($206.39) 216.5 | $221.85 | 7.49% | Add 109.25% | 77,623 | 40,528 | |
MOH | Molina Healthcare Inc | 2026-03-31 | Add Add | +0.32% | 122.65 ($159.17) 201.89 | $222.51 | 39.79% | Add 54.29% | 130,032 | 45,752 | |
WBD | Warner Bros. Discovery Inc | 2026-03-31 | New Buy New Buy | +0.32% | 26.76 ($28) 29.15 | $26.80 | -4.27% | New holding | 225,221 | 225,221 | |
INTU | Intuit Inc | 2026-03-31 | Reduce Reduce | -0.31% | 358.71 ($476.99) 652.75 | $269.03 | -43.60% | Reduce -12.88% | 66,616 | -9,852 | |
BLDR | Builders FirstSource Inc | 2026-03-31 | Add Add | +0.26% | 78.85 ($106.79) 128.96 | $89.65 | -16.05% | Add 181.15% | 95,961 | 61,829 | |
MA | Mastercard Inc | 2026-03-31 | Add Add | +0.23% | 484.24 ($526.66) 580.34 | $502.47 | -4.59% | Add 45.53% | 28,482 | 8,911 | |
NVDA | NVIDIA Corp | 2026-03-31 | Reduce Reduce | -0.21% | 165.17 ($183.46) 195.56 | $194.20 | 5.85% | Reduce -5.26% | 430,267 | -23,870 |
INVESTMENT HOUSE LLC Total Holding History ($B)
INVESTMENT HOUSE LLC's Asset Allocation
INVESTMENT HOUSE LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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INVESTMENT HOUSE LLC's Hypothetical Growth since 2026-03-31
INVESTMENT HOUSE LLC's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
INVESTMENT HOUSE LLC's Holdings Heat Map
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INVESTMENT HOUSE LLC's Holdings Bubble Chart
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