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Investment House LLC Top Holdings and 13F Report (2026)

About Investment House LLC

Investment Activity

  • Investment House LLC has $2.25 billion in total holdings as of September 30, 2026.
  • Investment House LLC owns shares of 203 different stocks, but just 37 companies or ETFs make up 80% of its holdings.
  • Approximately 31.27% of the portfolio was purchased this quarter.
  • About 31.08% of the portfolio was sold this quarter.
  • This quarter, Investment House LLC has purchased 220 new stocks and bought additional shares in 31 stocks.
  • Investment House LLC sold shares of 145 stocks and completely divested from 34 stocks this quarter.

Largest Holdings

EA SERIES TRUST
$622,473,757
Apple
$104,660,781
Dell Technologies
$94,941,720
Meta Platforms
$94,024,467
Alphabet
$84,715,064

Largest New Holdings this Quarter

26824D795 - EA SERIES TRUST
$622,473,757 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP
$3,737,858 Holding
H5919C104 - ON
$3,194,149 Holding
78409V104 - S&P Global
$2,409,817 Holding
18467V109 - CLEAR Secure
$2,199,648 Holding

Largest Purchases this Quarter

EA SERIES TRUST
25,345,023 shares (about $622.47M)
CrowdStrike
69,080 shares (about $18.29M)
Intel
78,413 shares (about $9.43M)
Veeva Systems
20,515 shares (about $5.86M)
Broadcom
15,464 shares (about $5.43M)

Largest Sales this Quarter

Apple
197,481 shares (about $65.77M)
Dell Technologies
67,907 shares (about $36.53M)
NVIDIA
144,273 shares (about $32.95M)
Alphabet
92,216 shares (about $31.73M)
Microsoft
50,328 shares (about $25.81M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofInvestment House LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
EA SERIES TRUST
$622,473,757$622,473,757 ▲New Holding25,345,02327.6%INVESTMENT HOUSE
Apple Inc. stock logo
AAPL
Apple
$104,660,781$65,765,073 ▼-38.6%314,2784.6%Technology
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$94,941,720$36,530,571 ▼-27.8%176,4884.2%Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$94,024,467$22,781,482 ▼-19.5%129,6574.2%Communication Services
Alphabet Inc. stock logo
GOOGL
Alphabet
$84,715,064$31,729,741 ▼-27.2%246,2073.8%Communication Services
Microsoft Corporation stock logo
MSFT
Microsoft
$77,498,753$25,813,256 ▼-25.0%151,0993.4%Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$67,983,485$18,831,980 ▼-21.7%272,8623.0%Consumer Discretionary
NVIDIA Corporation stock logo
NVDA
NVIDIA
$61,205,547$32,949,033 ▼-35.0%267,9992.7%Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$41,009,422$23,217,342 ▼-36.1%120,3541.8%Communication Services
Yandex stock logo
YNDX
Yandex
$35,361,478$14,090,292 ▼-28.5%149,9131.6%Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$35,280,564$21,409,581 ▼-37.8%38,7551.6%Consumer Staples
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$34,742,900$18,884,929 ▼-35.2%30,0261.5%Healthcare
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$33,793,339$4,876,266 ▼-12.6%19,5501.5%Consumer Discretionary
Molina Healthcare, Inc stock logo
MOH
Molina Healthcare
$31,049,464$5,588,851 ▼-15.3%164,1961.4%Healthcare
CrowdStrike stock logo
CRWD
CrowdStrike
$26,606,051$18,288,930 ▲219.9%100,4951.2%Technology
Williams-Sonoma, Inc. stock logo
WSM
Williams-Sonoma
$24,761,730$5,336,743 ▼-17.7%108,6331.1%Consumer Discretionary
The Progressive Corporation stock logo
PGR
Progressive
$24,145,603$4,312,048 ▼-15.2%116,4711.1%Finance
American Express Company stock logo
AXP
American Express
$23,452,294$10,643,242 ▼-31.2%77,1201.0%Finance
Nu Holdings Ltd. stock logo
NU
NU
$21,423,083$7,776,505 ▼-26.6%1,692,1871.0%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$19,288,793$3,563,502 ▼-15.6%31,5300.9%Technology
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$19,257,084$9,614,678 ▼-33.3%68,7530.9%Technology
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$18,604,621$8,800,689 ▼-32.1%122,3750.8%Finance
Waste Management, Inc. stock logo
WM
Waste Management
$18,418,598$8,212,440 ▼-30.8%90,3230.8%Industrials
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$16,512,099$7,628,219 ▼-31.6%62,3710.7%Healthcare
Sprouts Farmers Market, Inc. stock logo
SFM
Sprouts Farmers Market
$16,421,293$1,167,495 ▼-6.6%247,4950.7%Consumer Staples
Micron Technology, Inc. stock logo
MU
Micron Technology
$16,141,742$8,755,204 ▼-35.2%15,1550.7%Technology
Expedia Group, Inc. stock logo
EXPE
Expedia Group
$15,875,780$2,549,837 ▼-13.8%60,2820.7%Consumer Discretionary
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$15,148,897$5,212,512 ▼-25.6%71,9560.7%ETF
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$13,904,836$7,850,077 ▼-36.1%75,5530.6%Technology
Adobe Inc. stock logo
ADBE
Adobe
$12,818,241$12,012,047 ▼-48.4%53,4230.6%Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$12,335,356$2,123,558 ▼-14.7%33,6040.5%Healthcare
SPDR S&P Biotech ETF stock logo
XBI
SPDR S&P Biotech ETF
$11,863,055$2,314,742 ▼-16.3%75,2350.5%ETF
Cummins Inc. stock logo
CMI
Cummins
$11,794,677$5,097,958 ▼-30.2%22,8330.5%Industrials
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$11,487,298$103,691 ▼-0.9%28,2500.5%Healthcare
Ecolab Inc. stock logo
ECL
Ecolab
$11,340,887$7,095,365 ▼-38.5%41,3030.5%Materials
Intuit Inc. stock logo
INTU
Intuit
$10,847,907$6,925,621 ▼-39.0%39,3450.5%Technology
Booking Holdings Inc. stock logo
BKNG
Booking
$10,809,078$4,588,034 ▼-29.8%66,3500.5%Consumer Discretionary
Intel Corporation stock logo
INTC
Intel
$10,730,770$9,427,597 ▲723.4%89,2520.5%Technology
Airbnb, Inc. stock logo
ABNB
Airbnb
$10,631,817$2,864,711 ▼-21.2%66,1800.5%Consumer Discretionary
Visa Inc. stock logo
V
Visa
$10,405,478$4,766,872 ▼-31.4%28,9580.5%Finance
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$10,071,003$3,271,307 ▼-24.5%54,6480.4%Consumer Discretionary
QXO INC
$10,000,327$2,210,053 ▲28.4%855,4600.4%COM NEW
Sea Limited Sponsored ADR stock logo
SE
SEA
$9,977,291$3,091,190 ▼-23.7%102,4780.4%Consumer Discretionary
Deere & Company stock logo
DE
Deere & Company
$9,863,728$983,149 ▼-9.1%14,6880.4%Industrials
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$9,703,861$12,221,362 ▼-55.7%21,7590.4%Technology
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$9,439,832$5,856,007 ▲163.4%33,0700.4%Healthcare
Align Technology, Inc. stock logo
ALGN
Align Technology
$9,298,766$2,445,804 ▼-20.8%63,9750.4%Healthcare
APPLOVIN CORP
$9,279,238$3,109,634 ▼-25.1%31,9500.4%COM CL A
Expeditors International of Washington, Inc. stock logo
EXPD
Expeditors International of Washington
$8,994,553$1,780,668 ▼-16.5%48,7140.4%Industrials
Autodesk, Inc. stock logo
ADSK
Autodesk
$8,885,217$4,227,234 ▼-32.2%42,5130.4%Technology
Mastercard Incorporated stock logo
MA
Mastercard
$8,776,094$1,330,146 ▼-13.2%15,9140.4%Finance
MAPLEBEAR INC
$8,761,682$2,669,344 ▼-23.4%203,1930.4%COM
Broadcom Inc. stock logo
AVGO
Broadcom
$8,605,560$5,430,802 ▲171.1%24,5040.4%Technology
Builders FirstSource, Inc. stock logo
BLDR
Builders FirstSource
$8,406,695$4,153,749 ▲97.7%147,4600.4%Industrials
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$8,371,237$3,363,841 ▼-28.7%122,1900.4%Industrials
WALMART INC
$8,264,965$3,943,244 ▼-32.3%79,5320.4%COM
FIGURE TECHNOLOGY SOLUTIO
$8,249,802$2,558,995 ▲45.0%285,9550.4%COM CL A
Stryker Corporation stock logo
SYK
Stryker
$7,973,367$2,902,335 ▼-26.7%28,9530.4%Healthcare
Union Pacific Corporation stock logo
UNP
Union Pacific
$7,836,800$6,134,627 ▼-43.9%28,7980.3%Industrials
Novartis AG stock logo
NVS
Novartis
$7,692,507$3,734,051 ▼-32.7%53,9560.3%Healthcare
Ralph Lauren Corporation stock logo
RL
Ralph Lauren
$6,529,737$2,648,822 ▲68.3%18,3900.3%Consumer Discretionary
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$6,261,568$6,953,943 ▼-52.6%24,2640.3%Industrials
ISHARES TR
$6,026,340$1,760,817 ▲41.3%54,6260.3%TRUST ISHARE 0-1
REDDIT INC
$5,990,029$2,553,949 ▼-29.9%42,0530.3%CL A
AbbVie Inc. stock logo
ABBV
AbbVie
$5,980,994$6,035,928 ▼-50.2%22,8640.3%Healthcare
Accenture PLC stock logo
ACN
Accenture
$5,845,102$7,259,985 ▼-55.4%31,8760.3%Technology
ASML Holding N.V. stock logo
ASML
ASML
$5,252,031$163,050 ▼-3.0%2,8990.2%Technology
Edwards Lifesciences Corporation stock logo
EW
Edwards Lifesciences
$4,895,665$5,357,048 ▼-52.3%56,7150.2%Healthcare
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$4,819,845$6,552,697 ▼-57.6%3,8690.2%Industrials
Paychex, Inc. stock logo
PAYX
Paychex
$4,626,742$3,877,847 ▼-45.6%46,9720.2%Industrials
Bank of America Corporation stock logo
BAC
Bank of America
$4,549,695$471,364 ▼-9.4%83,5880.2%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$4,427,208$2,481,579 ▲127.5%13,3820.2%Finance
Amgen Inc. stock logo
AMGN
Amgen
$4,382,861$6,183,552 ▼-58.5%10,3980.2%Healthcare
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$4,239,766$3,755,296 ▼-47.0%29,1770.2%Healthcare
Corning Incorporated stock logo
GLW
Corning
$3,802,485$3,111,334 ▼-45.0%24,7300.2%Technology
Church & Dwight Co., Inc. stock logo
CHD
Church & Dwight
$3,775,301$4,842,437 ▼-56.2%40,0690.2%Consumer Staples
Norfolk Southern Corporation stock logo
NSC
Norfolk Southern
$3,753,114$4,120,824 ▼-52.3%12,1460.2%Industrials
SPACE EXPLORATION TECHN CORP
$3,737,858$3,737,858 ▲New Holding24,7770.2%CLASS A COM STK
Garmin Ltd. stock logo
GRMN
Garmin
$3,707,407$372,892 ▼-9.1%12,9250.2%Consumer Discretionary
DUOLINGO INC
$3,698,840$1,228,058 ▲49.7%25,9750.2%CL A COM
AutoNation, Inc. stock logo
AN
AutoNation
$3,685,670$3,506,188 ▼-48.8%23,4100.2%Consumer Discretionary
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$3,662,290$3,774,870 ▼-50.8%34,0270.2%Technology
D.R. Horton, Inc. stock logo
DHI
D.R. Horton
$3,363,640$3,639,126 ▼-52.0%24,6150.1%Consumer Discretionary
On Holding AG stock logo
ONON
ON
$3,194,149$3,194,149 ▲New Holding107,8740.1%Consumer Discretionary
CHENIERE ENERGY INC
$3,119,403$201,503 ▼-6.1%11,5950.1%COM NEW
FISERV INC
$3,107,932$358,503 ▲13.0%68,7900.1%COM
Trimble Inc. stock logo
TRMB
Trimble
$3,095,019$4,439,845 ▼-58.9%54,1940.1%Technology
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$2,936,742$2,024,769 ▼-40.8%55,9060.1%Finance
Delta Air Lines, Inc. stock logo
DAL
Delta Air Lines
$2,870,523$176,685 ▼-5.8%34,3940.1%Industrials
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,833,336$2,802,463 ▼-49.7%5,6900.1%Finance
Compass, Inc. stock logo
COMP
Compass
$2,782,370$166,056 ▼-5.6%313,3300.1%Real Estate
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$2,770,031$209,981 ▼-7.0%34,1140.1%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$2,735,047$121,900 ▼-4.3%13,1480.1%ETF
Charles River Laboratories International, Inc. stock logo
CRL
Charles River Laboratories International
$2,679,871$4,405,680 ▼-62.2%9,0840.1%Healthcare
Medtronic PLC stock logo
MDT
Medtronic
$2,485,152$371,047 ▼-13.0%28,8000.1%Healthcare
The Home Depot, Inc. stock logo
HD
Home Depot
$2,423,940$1,690,784 ▼-41.1%8,5200.1%Consumer Discretionary
S&P Global Inc. stock logo
SPGI
S&P Global
$2,409,817$2,409,817 ▲New Holding6,1090.1%Finance
CORPAY INC
$2,395,719$491,579 ▼-17.0%6,1650.1%COM SHS
Oracle Corporation stock logo
ORCL
Oracle
$2,362,521$4,666,690 ▼-66.4%17,2070.1%Technology
International Business Machines Corporation stock logo
IBM
International Business Machines
$2,348,852$797,246 ▼-25.3%10,6800.1%Technology

Showing largest 100 holdings. View all holdings.
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