INVESTMENT HOUSE LLC
Long Only Manager
INVESTMENT HOUSE LLC is a Long Only Manager based in Redondo Beach, CA led by Timothy John Wahl, managing $2.1B across 222 long positions as of Q3 2025 with 36% Technology concentration.
PresidentTimothy John Wahl
- Portfolio Value
- $2.1B
- Positions
- 222
- Top Holding
- AAPL at 6.34%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in INVESTMENT HOUSE LLC's portfolio (38.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $133.6M | 6.34% | -$7.3M Sold | 0.00% 524.8K shares | |
Internet Content & Information Communication Services | $117.2M | 5.56% | -$5.2M Sold | 0.01% 159.6K shares | |
Software - Infrastructure Technology | $107.2M | 5.09% | -$2.6M Sold | 0.00% 207.0K shares | |
Internet Content & Information Communication Services | $90.1M | 4.28% | +$7.1M Bought | 0.00% 370.8K shares | |
Semiconductors Technology | $85.1M | 4.04% | -$1.4M Sold | 0.00% 456.2K shares | |
Specialty Retail Consumer Cyclical | $71.8M | 3.41% | -$5.2M Sold | 0.00% 327.2K shares | |
Discount Stores Consumer Defensive | $59.8M | 2.84% | +$53.7K Bought | 0.01% 64.6K shares | |
Software - Application Technology | $52.8M | 2.50% | -$985.4K Sold | 0.03% 77.3K shares | |
Internet Content & Information Communication Services | $51.7M | 2.45% | +$2.6M Bought | 0.00% 212.4K shares | |
Banks - Diversified Financial Services | $40.9M | 1.94% | -$654.8K Sold | 0.05% 2.6M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in INVESTMENT HOUSE LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for INVESTMENT HOUSE LLC
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