§ 13F · FUND PROFILE
INVESTMENT HOUSE LLC.
AUM · $4.1B (13F)Positions · 442Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$30M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 512K | $148M | 3.6% | — |
| 2 | AAPL | APPLE INC | 531K | $135M | 3.3% | +95% |
| 3 | GOOGL | ALPHABET INC | 338K | $121M | 2.9% | +101% |
| 4 | DELL | DELL TECHNOLOGIES INC | 244K | $105M | 2.6% | — |
| 5 | GOOGL | ALPHABET INC | 333K | $96M | 2.3% | — |
| 6 | META | META PLATFORMS INC | 159K | $91M | 2.2% | — |
| 7 | META | META PLATFORMS INC | 161K | $91M | 2.2% | +101% |
| 8 | AMZN | AMAZON COM INC | 348K | $83M | 2.0% | +107% |
| 9 | NVDA | NVIDIA CORPORATION | 412K | $82M | 2.0% | — |
| 10 | MSFT | MICROSOFT CORP | 208K | $77M | 1.9% | +96% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INVESTMENT SIGNAL
AC read
INVESTMENT HOUSE LLC is a Other fund managing $4.1 billion in assets. The fund runs a broad portfolio of 442 positions.
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