Investment House LLC Top Holdings and 13F Report (2026) About Investment House LLCInvestment ActivityInvestment House LLC has $2.21 billion in total holdings as of June 30, 2026.Investment House LLC owns shares of 220 different stocks, but just 52 companies or ETFs make up 80% of its holdings.Approximately 5.52% of the portfolio was purchased this quarter.About 6.21% of the portfolio was sold this quarter.This quarter, Investment House LLC has purchased 223 new stocks and bought additional shares in 43 stocks.Investment House LLC sold shares of 124 stocks and completely divested from 19 stocks this quarter.Largest Holdings Apple $148,082,698Alphabet $120,942,393Dell Technologies $105,446,667Meta Platforms $90,730,094Amazon.com $83,048,779 Largest New Holdings this Quarter 78462F103 - SPDR S&P 500 ETF Trust $4,698,729 Holding247361702 - Delta Air Lines $3,419,620 Holding36828A101 - GE VERNOVA INC $3,028,789 Holding78409V112 - S&P GLOBAL INC $2,624,791 Holding615369105 - Moody's $2,606,102 Holding Largest Purchases this Quarter Booking 90,697 shares (about $16.17M)Molina Healthcare 63,719 shares (about $14.57M)MercadoLibre 8,142 shares (about $13.82M)Progressive 59,648 shares (about $13.03M)Sprouts Farmers Market 100,801 shares (about $8.53M) Largest Sales this Quarter Automatic Data Processing 33,526 shares (about $7.51M)Paychex 70,407 shares (about $6.92M)Apple 22,684 shares (about $6.56M)Intel 37,498 shares (about $5.24M)Mastercard 10,156 shares (about $5.22M) Sector Allocation Over TimeMap of 500 Largest Holdings ofInvestment House LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$148,082,698$6,563,847 â–¼-4.2%511,7596.7%TechnologyGOOGLAlphabet$120,942,393$1,650,337 â–²1.4%338,4235.5%Communication ServicesDELLDell Technologies$105,446,667$2,513,255 â–¼-2.3%244,3954.8%TechnologyMETAMeta Platforms$90,730,094$893,376 â–²1.0%161,0724.1%Communication ServicesAMZNAmazon.com$83,048,779$5,246,335 â–²6.7%348,4473.8%Consumer DiscretionaryNVDANVIDIA$82,491,552$3,600,622 â–¼-4.2%412,2723.7%TechnologyMSFTMicrosoft$75,136,435$2,746,178 â–¼-3.5%201,4273.4%TechnologyGOOGAlphabet$66,599,878$2,645,735 â–¼-3.8%188,4923.0%Communication ServicesCOSTCostco Wholesale$58,254,677$598,702 â–¼-1.0%62,2732.6%Consumer StaplesYNDXYandex$57,898,488$1,884,584 â–¼-3.2%209,6482.6%TechnologyLLYEli Lilly and Company$55,590,414$113,947 â–¼-0.2%46,3472.5%HealthcareMOHMolina Healthcare$44,310,854$14,572,535 â–²49.0%193,7512.0%HealthcareMELIMercadoLibre$37,972,879$13,820,356 â–²57.2%22,3711.7%Consumer DiscretionaryAXPAmerican Express$37,924,365$1,743,007 â–¼-4.4%112,1191.7%FinanceNUNU$30,814,101$3,650,927 â–¼-10.6%2,306,4451.4%FinanceWSMWilliams-Sonoma$30,779,845$291,141 â–¼-0.9%132,0461.4%Consumer DiscretionaryTXNTexas Instruments$30,725,115$96,873 â–¼-0.3%103,0801.4%TechnologyPGRProgressive$29,986,850$13,030,106 â–²76.8%137,2711.4%FinanceWMWaste Management$29,107,162$153,118 â–¼-0.5%130,5961.3%IndustrialsMUMicron Technology$26,981,529$3,838,014 â–¼-12.5%23,3751.2%TechnologyCRWDCrowdStrike$23,974,043$377,754 â–¼-1.6%31,4151.1%TechnologyCMICummins$23,323,164$487,831 â–¼-2.0%32,7021.1%IndustrialsJNJJohnson & Johnson$23,158,254$329,145 â–¼-1.4%91,1851.0%HealthcareSFMSprouts Farmers Market$22,421,397$8,525,749 â–²61.4%265,0911.0%Consumer StaplesICEIntercontinental Exchange$22,192,137$193,282 â–¼-0.9%180,2631.0%FinanceAPPLOVIN CORP$21,978,166$1,463,253 â–¼-6.2%42,6571.0%COM CL AQCOMQualcomm$21,843,533$1,988,161 â–¼-8.3%118,2071.0%TechnologyAMDAdvanced Micro Devices$21,699,893$589,624 â–¼-2.6%37,3551.0%TechnologyADBEAdobe$21,216,637$1,954,040 â–²10.1%103,4861.0%TechnologyMSIMotorola Solutions$20,416,857$350,504 â–¼-1.7%49,1630.9%TechnologyECLEcolab$18,706,897$111,443 â–¼-0.6%67,1440.8%MaterialsIBBiShares Biotechnology ETF$18,394,226$178,588 â–¼-1.0%96,7150.8%ETFEXPEExpedia Group$17,902,303$511,758 â–¼-2.8%69,9640.8%Consumer DiscretionaryBKNGBooking$16,845,997$16,165,833 â–²2,376.8%94,5130.8%Consumer DiscretionaryINTUIntuit$16,825,226$561,676 â–¼-3.2%64,4640.8%TechnologyUNHUnitedHealth Group$16,371,250$616,795 â–¼-3.6%39,3890.7%HealthcareLOWLowe's Companies$15,963,238$1,888,936 â–¼-10.6%72,3990.7%Consumer DiscretionaryVVisa$14,486,632$2,154,262 â–¼-12.9%42,2240.7%FinanceXBISPDR S&P Biotech ETF$14,229,049$238,166 â–¼-1.6%89,9150.6%ETFUNPUnion Pacific$13,964,752$346,800 â–¼-2.4%51,3410.6%IndustrialsALGNAlign Technology$13,628,065$267,326 â–¼-1.9%80,8020.6%HealthcareWALMART INC$13,305,445$50,967 â–²0.4%117,4770.6%COMSESEA$12,863,101$284,616 â–¼-2.2%134,2280.6%Consumer DiscretionaryNVSNovartis$12,560,638$256,394 â–¼-2.0%80,1470.6%HealthcareMAPLEBEAR INC$12,552,390$531,504 â–¼-4.1%265,0980.6%COMSYKStryker$12,433,661$258,169 â–¼-2.0%39,4920.6%HealthcareGWWW.W. Grainger$12,419,092$176,852 â–¼-1.4%9,1290.6%IndustrialsUBERUber Technologies$12,360,286$245,705 â–²2.0%171,2900.6%IndustrialsADSKAutodesk$12,197,781$169,146 â–¼-1.4%62,7390.6%TechnologyABNBAirbnb$12,022,117$282,336 â–¼-2.3%84,0120.5%Consumer DiscretionaryABBVAbbVie$11,559,838$79,267 â–¼-0.7%45,9380.5%HealthcareQXO INC$11,515,478$3,292,929 â–¼-22.2%666,4050.5%COM NEWGLWCorning$11,485,410$1,289,922 â–¼-10.1%44,9650.5%TechnologyADPAutomatic Data Processing$11,468,703$7,508,147 â–¼-39.6%51,2110.5%IndustrialsISRGIntuitive Surgical$11,335,868$69,594 â–¼-0.6%28,5050.5%HealthcareEWEdwards Lifesciences$10,744,414$20,354 â–¼-0.2%118,7750.5%HealthcareREDDIT INC$10,411,849$202,568 â–¼-1.9%59,9830.5%CL ADEDeere & Company$10,245,699$25,373 â–²0.2%16,1520.5%IndustrialsEXPDExpeditors International of Washington$9,511,187$4,075 â–²0.0%58,3580.4%IndustrialsMAMastercard$9,412,235$5,216,122 â–¼-35.7%18,3260.4%FinanceAMGNAmgen$9,077,615$162,592 â–¼-1.8%25,0680.4%HealthcareACNAccenture$8,893,478$1,765,679 â–²24.8%71,4680.4%TechnologyCHDChurch & Dwight$8,861,032$462,602 â–¼-5.0%91,4640.4%Consumer StaplesPAYXPaychex$8,489,921$6,923,129 â–¼-44.9%86,3410.4%IndustrialsANAutoNation$8,486,887$1,858 â–²0.0%45,6800.4%Consumer DiscretionaryDHID.R. Horton$8,346,948$431,632 â–¼-4.9%51,2460.4%Consumer DiscretionaryCSCOCisco Systems$8,116,447$510,949 â–¼-5.9%69,1000.4%TechnologyNSCNorfolk Southern$8,016,225$84,938 â–¼-1.0%25,4820.4%IndustrialsORCLOracle$7,502,774$248,988 â–¼-3.2%51,1960.3%TechnologyMRKMerck & Co., Inc.$7,070,068$26,856 â–¼-0.4%55,0200.3%HealthcareTRMBTrimble$6,752,484$424,794 â–¼-5.9%131,9360.3%TechnologyBLDRBuilders FirstSource$6,675,208$1,911,382 â–¼-22.3%74,6000.3%IndustrialsFDXFedEx$6,484,095$78,284 â–¼-1.2%20,7070.3%IndustrialsCATCaterpillar$6,174,290$10,649 â–¼-0.2%5,7980.3%IndustrialsFIGURE TECHNOLOGY SOLUTIO$6,057,701$1,523,523 â–¼-20.1%197,2550.3%COM CL AASMLASML$5,946,4360.0%2,9890.3%TechnologyBRK.BBerkshire Hathaway$5,663,414$104,081 â–²1.9%11,3180.3%FinanceCRLCharles River Laboratories International$5,447,0420.0%24,0180.2%HealthcareWATWaters$5,311,692$56,256 â–²1.1%14,1630.2%HealthcareBACBank of America$5,256,291$155,612 â–¼-2.9%92,2480.2%FinanceHDHome Depot$5,100,815$202,791 â–¼-3.8%14,4630.2%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$4,698,729$4,698,729 â–²New Holding6,2920.2%ETFRLRalph Lauren$4,387,411$280,987 â–¼-6.0%10,9300.2%Consumer DiscretionarySHViShares Short Treasury Bond ETF$4,266,661$122,267 â–²3.0%38,6650.2%ETFNFLXNetflix$4,243,159$3,907,579 â–²1,164.4%59,4280.2%Communication ServicesMRVLMarvell Technology$4,234,506$59,578 â–¼-1.4%14,2150.2%TechnologyCOMPCompass$4,093,930$43,833 â–²1.1%332,0300.2%Real EstatePYPLPayPal$4,078,394$100,350 â–¼-2.4%94,4510.2%FinanceIBMInternational Business Machines$4,022,709$70,302 â–¼-1.7%14,3050.2%TechnologyFASTFastenal$3,698,598$21,613 â–¼-0.6%77,0060.2%IndustrialsZTSZoetis$3,655,374$2,316,119 â–²172.9%50,8680.2%HealthcareHCAHCA Healthcare$3,527,725$3,293,791 â–²1,408.0%9,0480.2%HealthcareDALDelta Air Lines$3,419,620$3,419,620 â–²New Holding36,5110.2%IndustrialsAVGOBroadcom$3,414,860$33,242 â–¼-1.0%9,0400.2%TechnologyGRMNGarmin$3,379,0070.0%14,2250.2%Consumer DiscretionaryBLOCK INC$3,244,668$144,400 â–¼-4.3%42,6930.1%CL ATOLToll Brothers$3,225,970$2,982,305 â–¼-48.0%19,5810.1%Consumer DiscretionaryGE VERNOVA INC$3,028,789$3,028,789 â–²New Holding2,5780.1%COMSYYSysco$3,017,656$59,760 â–²2.0%36,1050.1%Consumer StaplesSHYiShares 1-3 Year Treasury Bond ETF$3,013,413$129,322 â–¼-4.1%36,7000.1%ETFShowing largest 100 holdings. 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