INVESTMENT HOUSE LLC Portfolio Holdings
Q3 2025•222 long positions•$2.1B portfolio value
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Holding242 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Consumer Electronics Technology | $133.6M 6.34% | -$7.3M Sold | 0.004% 524.8K shares | 553.4K → 524.8K −$7.3M | -5.15% | $3.78T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Internet Content & Information Communication Services | $117.2M 5.56% | -$5.2M Sold | 0.006% 159.6K shares | 166.7K → 159.6K −$5.2M | -4.24% | $1.84T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Software - Infrastructure Technology | $107.2M 5.09% | -$2.6M Sold | 0.003% 207.0K shares | 211.9K → 207.0K −$2.6M | -2.33% | $3.85T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Internet Content & Information Communication Services | $90.1M 4.28% | +$7.1M Bought | 0.003% 370.8K shares | 341.4K → 370.8K +$7.1M | +8.61% | $2.95T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Semiconductors Technology | $85.1M 4.04% | -$1.4M Sold | 0.002% 456.2K shares | 463.9K → 456.2K −$1.4M | -1.66% | $4.54T Mega Cap | Q3 2017 Held for 8y 2m | |
Specialty Retail Consumer Cyclical | $71.8M 3.41% | -$5.2M Sold | 0.003% 327.2K shares | 351.0K → 327.2K −$5.2M | -6.78% | $2.34T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Discount Stores Consumer Defensive | $59.8M 2.84% | +$53.7K Bought | 0.015% 64.6K shares | 64.6K → 64.6K +$53.7K | +0.09% | $410.27B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Software - Application Technology | $52.8M 2.5% | -$985.4K Sold | 0.028% 77.3K shares | 78.8K → 77.3K −$985.4K | -1.83% | $190.40B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Internet Content & Information Communication Services | $51.7M 2.45% | +$2.6M Bought | 0.002% 212.4K shares | 201.7K → 212.4K +$2.6M | +5.33% | $2.95T Mega Cap | Q2 2014 Held for 11y 5m | |
Banks - Diversified Financial Services | $40.9M 1.94% | -$654.8K Sold | 0.053% 2.6M shares | 2.6M → 2.6M −$654.8K | -1.57% | $77.4B Large Cap | Q1 2023 Held for 2y 8m | |
Software - Application Technology | $37.2M 1.76% | +$1.0M Bought | 0.015% 51.8K shares | 50.4K → 51.8K +$1.0M | +2.83% | $243.05B Mega Cap | Q1 2024 Held for 1y 8m | |
Financial - Credit Services Financial Services | $36.8M 1.75% | +$80.4K Bought | 0.016% 110.8K shares | 110.6K → 110.8K +$80.4K | +0.22% | $231.14B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Communication Equipment Technology | $36.0M 1.71% | -$81.4K Sold | 0.047% 78.8K shares | 79.0K → 78.8K −$81.4K | -0.23% | $76.2B Large Cap | Q4 2019 Held for 5y 11m | |
Drug Manufacturers - General Healthcare | $35.9M 1.7% | -$96.9K Sold | 0.005% 47.0K shares | 47.2K → 47.0K −$96.9K | -0.27% | $684.00B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Specialty Retail Consumer Cyclical | $34.6M 1.64% | +$392.6K Bought | 0.029% 14.8K shares | 14.7K → 14.8K +$392.6K | +1.15% | $118.48B Large Cap | Q4 2019 Held for 5y 11m | |
Computer Hardware Technology | $33.9M 1.61% | +$173.7K Bought | 0.036% 239.0K shares | 237.7K → 239.0K +$173.7K | +0.52% | $95.0B Large Cap | Q1 2024 Held for 1y 8m | |
Software - Infrastructure Technology | $33.7M 1.6% | +$2.2M Bought | 0.023% 95.5K shares | 89.2K → 95.5K +$2.2M | +7.09% | $147.66B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Financial - Data & Stock Exchanges Financial Services | $31.7M 1.5% | -$19.4K Sold | 0.033% 188.1K shares | 188.2K → 188.1K −$19.4K | -0.06% | $96.4B Large Cap | Q4 2013 Held for 11y 11m | |
Waste Management Industrials | $29.6M 1.4% | -$98.3K Sold | 0.033% 134.0K shares | 134.4K → 134.0K −$98.3K | -0.33% | $89.0B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Unknown Unknown | $29.1M 1.38% | +$2.3M Bought | 0.104% 259.2K shares | 238.8K → 259.2K +$2.3M | +8.58% | $28.0B Large Cap | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $26.1M 1.24% | +$82.9K Bought | 0.11% 133.6K shares | 133.2K → 133.6K +$82.9K | +0.32% | $23.8B Large Cap | Q2 2023 Held for 2y 5m | |
Staffing & Employment Services Industrials | $25.8M 1.22% | +$101.3K Bought | 0.022% 87.8K shares | 87.5K → 87.8K +$101.3K | +0.39% | $118.89B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Medical - Healthcare Plans Healthcare | $24.0M 1.14% | +$13.5M Bought | 0.008% 69.4K shares | 30.2K → 69.4K +$13.5M | +129.48% | $312.73B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Unknown Unknown | $23.6M 1.12% | +$217.2K Bought | — 131.8K shares | 130.6K → 131.8K +$217.2K | +0.93% | — — | Q4 2022 Held for 2y 11m | |
Staffing & Employment Services Industrials | $23.0M 1.09% | -$633.8 Sold | 0.05% 181.4K shares | 181.4K → 181.4K −$633.8 | -0.0% | $45.6B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Semiconductors Technology | $22.2M 1.05% | -$99.4K Sold | 0.013% 120.9K shares | 121.4K → 120.9K −$99.4K | -0.45% | $167.04B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Semiconductors Technology | $21.6M 1.02% | -$816.0K Sold | 0.012% 129.6K shares | 134.5K → 129.6K −$816.0K | -3.65% | $179.50B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Travel Services Consumer Cyclical | $20.7M 0.979% | +$37.8K Bought | 0.012% 3.8K shares | 3.8K → 3.8K +$37.8K | +0.18% | $174.99B Large Cap | Q4 2013 Held for 11y 11m | |
Information Technology Services Technology | $20.6M 0.977% | -$2.1M Sold | 0.013% 83.6K shares | 92.1K → 83.6K −$2.1M | -9.31% | $153.39B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Software - Application Technology | $20.4M 0.966% | +$1.6K Bought | 0.03% 64.1K shares | 64.1K → 64.1K +$1.6K | +0.01% | $67.7B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Home Improvement Consumer Cyclical | $20.2M 0.96% | +$93.0K Bought | 0.014% 80.5K shares | 80.1K → 80.5K +$93.0K | +0.46% | $140.94B Large Cap | Q4 2019 Held for 5y 11m | |
Software - Application Technology | $20.1M 0.954% | -$767.7K Sold | 0.01% 205.2K shares | 213.1K → 205.2K −$767.7K | -3.68% | $204.31B Mega Cap | Q1 2022 Held for 3y 8m | |
Software - Infrastructure Technology | $18.7M 0.888% | +$85.2K Bought | 0.002% 66.6K shares | 66.3K → 66.6K +$85.2K | +0.46% | $801.76B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Chemicals - Specialty Basic Materials | $18.6M 0.88% | -$9.6K Sold | 0.024% 67.8K shares | 67.8K → 67.8K −$9.6K | -0.05% | $77.7B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Drug Manufacturers - General Healthcare | $17.8M 0.846% | +$122.2K Bought | 0.004% 96.2K shares | 95.5K → 96.2K +$122.2K | +0.69% | $446.55B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Financial - Credit Services Financial Services | $16.1M 0.764% | -$302.8K Sold | 0.002% 47.2K shares | 48.1K → 47.2K −$302.8K | -1.84% | $662.60B Mega Cap | Q2 2016 Held for 9y 5m | |
Software - Infrastructure Technology | $15.7M 0.745% | +$61.3K Bought | 0.013% 32.0K shares | 31.9K → 32.0K +$61.3K | +0.39% | $123.06B Large Cap | Q4 2019 Held for 5y 11m | |
Travel Services Consumer Cyclical | $15.4M 0.732% | +$423.2K Bought | 0.058% 72.2K shares | 70.2K → 72.2K +$423.2K | +2.82% | $26.4B Large Cap | Q1 2024 Held for 1y 8m | |
Medical - Devices Healthcare | $15.0M 0.71% | +$92.4K Bought | 0.011% 40.5K shares | 40.2K → 40.5K +$92.4K | +0.62% | $141.33B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Industrial - Machinery Industrials | $14.5M 0.686% | — | 0.025% 34.3K shares | — | — | $58.2B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $14.3M 0.677% | +$559.1K Bought | — 98.8K shares | 94.9K → 98.8K +$559.1K | +4.08% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Internet Content & Information Communication Services | $14.0M 0.665% | +$219.2K Bought | 0.033% 60.9K shares | 60.0K → 60.9K +$219.2K | +1.59% | $43.0B Large Cap | Q1 2025 Held for 8 months | |
Software - Application Technology | $13.1M 0.621% | +$9.3M Bought | 0.102% 687.4K shares | 201.2K → 687.4K +$9.3M | +241.65% | $12.8B Large Cap | Q4 2024 Held for 11 months | |
Railroads Industrials | $13.0M 0.615% | -$231.2K Sold | 0.009% 54.9K shares | 55.8K → 54.9K −$231.2K | -1.75% | $140.18B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Medical - Instruments & Supplies Healthcare | $12.8M 0.607% | — | 0.008% 28.6K shares | — | — | $160.32B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Industrial - Distribution Industrials | $12.4M 0.587% | +$191.3K Bought | 0.022% 252.5K shares | 248.6K → 252.5K +$191.3K | +1.57% | $56.3B Large Cap | Q4 2021 Held for 3y 11m | |
Hardware, Equipment & Parts Technology | $12.3M 0.584% | — | 0.063% 150.8K shares | — | — | $19.4B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Discount Stores Consumer Defensive | $12.1M 0.572% | — | 0.001% 117.0K shares | — | — | $821.68B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Financial - Credit Services Financial Services | $11.4M 0.54% | -$313.4K Sold | 0.002% 20.0K shares | 20.6K → 20.0K −$313.4K | -2.68% | $514.21B Mega Cap | Q2 2015 Held for 10y 5m | |
Medical - Devices Healthcare | $11.3M 0.537% | -$1.0M Sold | 0.025% 145.7K shares | 158.5K → 145.7K −$1.0M | -8.12% | $45.7B Large Cap | ≤ Q2 2013 Held for 12y 5m+ |
