Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
INVESTMENT HOUSE LLC (CIK 1566030) reported $1.92B across 220 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($135.6M, 7.06%), GOOGL ($96.0M, 4.99%), META ($91.2M, 4.75%), MSFT ($77.3M, 4.02%), NVDA ($75.0M, 3.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $135.6M | 7.06% | 534,443 | Added |
| 2 | GOOGL | ALPHABET INC | $96.0M | 4.99% | 333,805 | Trimmed |
| 3 | META | META PLATFORMS INC | $91.2M | 4.75% | 159,486 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $77.3M | 4.02% | 208,789 | Added |
| 5 | NVDA | NVIDIA CORPORATION | $75.0M | 3.90% | 430,267 | Trimmed |
| 6 | AMZN | AMAZON COM INC | $68.0M | 3.54% | 326,435 | Trimmed |
| 7 | COST | COSTCO WHOLESALE CORPORATION | $62.7M | 3.26% | 62,913 | Trimmed |
| 8 | GOOG | ALPHABET INC | $56.2M | 2.93% | 195,980 | Trimmed |
| 9 | LLY | ELI LILLY & CO | $42.7M | 2.22% | 46,442 | Trimmed |
| 10 | DELL | DELL TECHNOLOGIES INC | $41.1M | 2.14% | 250,220 | Trimmed |
| 11 | NU | NU HLDGS LTD | $37.1M | 1.93% | 2.6M | Trimmed |
| 12 | AXP | AMERICAN EXPRESS CO | $35.5M | 1.85% | 117,272 | Added |
| 13 | WM | WASTE MGMT INC DEL | $30.2M | 1.57% | 131,283 | Trimmed |
| 14 | INTU | INTUIT | $28.8M | 1.50% | 66,616 | Trimmed |
| 15 | ICE | INTERCONTINENTAL EXCHANGE IN | $28.6M | 1.49% | 181,833 | Trimmed |
| 16 | MELI | MERCADOLIBRE INC | $24.6M | 1.28% | 14,229 | Added |
| 17 | WSM | WILLIAMS SONOMA INC | $24.3M | 1.26% | 133,295 | Trimmed |
| 18 | ADBE | ADOBE INC | $22.8M | 1.19% | 93,955 | Trimmed |
| 19 | JNJ | JOHNSON & JOHNSON | $22.6M | 1.18% | 92,481 | Trimmed |
| 20 | NBIS | NEBIUS GROUP N.V. | $22.5M | 1.17% | 216,472 | Trimmed |
| 21 | MSI | MOTOROLA SOLUTIONS INC | $21.7M | 1.13% | 50,007 | Trimmed |
| 22 | TXN | TEXAS INSTRS INC | $20.1M | 1.04% | 103,405 | Trimmed |
| 23 | LOW | LOWES COS INC | $19.1M | 1.00% | 80,966 | Trimmed |
| 24 | APP | APPLOVIN CORP | $18.1M | 0.94% | 45,497 | Trimmed |
| 25 | CMI | CUMMINS INC | $18.0M | 0.93% | 33,386 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31