Investment House LLC Top Holdings and 13F Report (2026) About Investment House LLCInvestment ActivityInvestment House LLC has $1.92 billion in total holdings as of March 31, 2026.Investment House LLC owns shares of 223 different stocks, but just 56 companies or ETFs make up 80% of its holdings.Approximately 4.64% of the portfolio was purchased this quarter.About 4.88% of the portfolio was sold this quarter.This quarter, Investment House LLC has purchased 215 new stocks and bought additional shares in 45 stocks.Investment House LLC sold shares of 104 stocks and completely divested from 14 stocks this quarter.Largest Holdings Apple $135,636,232Alphabet $95,989,062Meta Platforms $91,246,535Microsoft $77,287,479NVIDIA $75,038,586 Largest New Holdings this Quarter 85208M102 - Sprouts Farmers Market $12,671,688 Holding934423104 - Warner Bros. Discovery $6,184,569 Holding78442P106 - SLM $2,662,226 Holding91913Y100 - Valero Energy $2,011,478 HoldingG98239109 - XP $1,773,005 Holding Largest Purchases this Quarter Sprouts Farmers Market 164,290 shares (about $12.67M)Progressive 40,528 shares (about $8.03M)Warner Bros. Discovery 225,221 shares (about $6.18M)Molina Healthcare 45,752 shares (about $6.10M)Builders FirstSource 61,829 shares (about $5.09M) Largest Sales this Quarter UnitedHealth Group 39,293 shares (about $10.63M)Alphabet 36,657 shares (about $10.54M)Intuit 9,852 shares (about $4.26M)NVIDIA 23,870 shares (about $4.16M)Alphabet 13,500 shares (about $3.87M) 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$135,636,232$3,766,750 ▲2.9%534,4437.1%Computer and TechnologyGOOGLAlphabet$95,989,062$10,541,097 ▼-9.9%333,8055.0%Computer and TechnologyMETAMeta Platforms$91,246,535$838,169 ▼-0.9%159,4864.7%Computer and TechnologyMSFTMicrosoft$77,287,479$1,275,237 ▲1.7%208,7894.0%Computer and TechnologyNVDANVIDIA$75,038,586$4,162,929 ▼-5.3%430,2673.9%Computer and TechnologyAMZNAmazon.com$67,986,548$518,384 ▼-0.8%326,4353.5%Retail/WholesaleCOSTCostco Wholesale$62,688,733$625,761 ▼-1.0%62,9133.3%Retail/WholesaleGOOGAlphabet$56,218,823$3,872,610 ▼-6.4%195,9802.9%Computer and TechnologyLLYEli Lilly and Company$42,716,289$414,819 ▼-1.0%46,4422.2%MedicalDELLDell Technologies$41,068,609$1,574,827 ▼-3.7%250,2202.1%Computer and TechnologyNUNU$37,070,543$128,942 ▼-0.3%2,579,7181.9%FinanceAXPAmerican Express$35,472,536$2,028,134 ▲6.1%117,2721.8%FinanceWMWaste Management$30,167,444$157,406 ▼-0.5%131,2831.6%Business ServicesINTUIntuit$28,803,570$4,259,829 ▼-12.9%66,6161.5%Computer and TechnologyICEIntercontinental Exchange$28,598,642$549,221 ▼-1.9%181,8331.5%FinanceMELIMercadoLibre$24,602,803$414,975 ▲1.7%14,2291.3%Retail/WholesaleWSMWilliams-Sonoma$24,303,617$37,013 ▼-0.2%133,2951.3%Retail/WholesaleADBEAdobe$22,838,582$947,040 ▼-4.0%93,9551.2%Computer and TechnologyJNJJohnson & Johnson$22,606,056$818,385 ▼-3.5%92,4811.2%MedicalYNDXYandex$22,461,135$247,571 ▼-1.1%216,4721.2%Computer and TechnologyMSIMotorola Solutions$21,701,701$3,093,361 ▼-12.5%50,0071.1%Computer and TechnologyTXNTexas Instruments$20,075,086$112,019 ▼-0.6%103,4051.0%Computer and TechnologyLOWLowe's Companies$19,130,627$25,991 ▼-0.1%80,9661.0%Retail/WholesaleAPPLOVIN CORP$18,107,806$1,939,454 ▼-9.7%45,4970.9%COM CL AECLEcolab$17,967,967$50,810 ▼-0.3%67,5440.9%Basic MaterialsCMICummins$17,962,163$301,826 ▼-1.7%33,3860.9%Auto/Tires/TrucksMOHMolina Healthcare$17,333,266$6,098,742 ▲54.3%130,0320.9%MedicalADPAutomatic Data Processing$17,216,803$460,811 ▼-2.6%84,7370.9%Computer and TechnologyQXO INC$16,642,319$1,107,581 ▲7.1%856,9680.9%COM NEWEXPEExpedia Group$16,615,691$5,772 ▼0.0%71,9640.9%Retail/WholesaleQCOMQualcomm$16,608,284$17,772 ▲0.1%128,9660.9%Computer and TechnologyIBBiShares Biotechnology ETF$16,488,878$44,408 ▼-0.3%97,6540.9%FinanceBKNGBooking$16,066,581$67,365 ▼-0.4%3,8160.8%Retail/WholesalePGRProgressive$15,387,984$8,034,271 ▲109.3%77,6230.8%FinanceADSKAutodesk$15,228,075$21,546 ▼-0.1%63,6090.8%Computer and TechnologyVVisa$14,659,471$619,589 ▲4.4%48,5030.8%Business ServicesWALMART INC$14,544,116$2,486 ▼0.0%117,0270.8%COMPAYXPaychex$14,439,632$2,231,332 ▼-13.4%156,7480.8%Computer and TechnologyMAMastercard$14,231,317$4,452,471 ▲45.5%28,4820.7%Business ServicesALGNAlign Technology$14,123,603$46,286 ▲0.3%82,3870.7%MedicalSYKStryker$13,246,120$9,858 ▼-0.1%40,3120.7%MedicalISRGIntuitive Surgical$13,221,1930.0%28,6800.7%MedicalUNPUnion Pacific$12,765,694$18,439 ▼-0.1%52,6160.7%TransportationSFMSprouts Farmers Market$12,671,688$12,671,688 ▲New Holding164,2900.7%Retail/WholesaleNVSNovartis$12,492,353$9,929 ▼-0.1%81,7830.7%MedicalCRWDCrowdStrike$12,457,983$21,473 ▼-0.2%31,9100.6%Computer and TechnologyUBERUber Technologies$12,075,968$294,913 ▲2.5%167,8850.6%Computer and TechnologyFDSFactSet Research Systems$11,888,665$2,689,808 ▲29.2%54,7890.6%Business ServicesXBISPDR S&P Biotech ETF$11,677,077$9,580 ▼-0.1%91,4200.6%ETFSESEA$11,361,394$292,320 ▲2.6%137,1980.6%Computer and TechnologyACNAccenture$11,357,853$358,508 ▼-3.1%57,2790.6%Computer and TechnologyUNHUnitedHealth Group$11,059,825$10,632,293 ▼-49.0%40,8730.6%MedicalABNBAirbnb$10,858,186$32,833 ▲0.3%85,9850.6%Consumer DiscretionaryMAPLEBEAR INC$10,351,060$788,720 ▼-7.1%276,3230.5%COMGWWW.W. Grainger$10,099,810$327,243 ▼-3.1%9,2590.5%IndustrialsABBVAbbVie$10,059,565$188,999 ▼-1.8%46,2530.5%MedicalEWEdwards Lifesciences$9,529,544$144,144 ▼-1.5%119,0000.5%MedicalTRMBTrimble$9,147,594$204,170 ▼-2.2%140,2360.5%IndustrialsDEDeere & Company$9,075,891$84,495 ▼-0.9%16,1120.5%IndustrialsMUMicron Technology$9,020,328$993,250 ▲12.4%26,7000.5%Computer and TechnologyCHDChurch & Dwight$8,981,023$32,662 ▼-0.4%96,2390.5%Consumer StaplesAMGNAmgen$8,978,156$12,315 ▼-0.1%25,5170.5%MedicalANAutoNation$8,917,524$111,298 ▼-1.2%45,6700.5%Retail/WholesaleFIGURE TECHNOLOGY SOLUTIO$8,381,067$894,243 ▲11.9%246,8650.4%COM CL AEXPDExpeditors International of Washington$8,355,036$4,297 ▲0.1%58,3330.4%TransportationREDDIT INC$8,233,848$20,871 ▲0.3%61,1500.4%CL ABLDRBuilders FirstSource$7,900,469$5,090,381 ▲181.1%95,9610.4%Retail/WholesaleAMDAdvanced Micro Devices$7,805,609$113,921 ▼-1.4%38,3700.4%Computer and TechnologyORCLOracle$7,781,383$817,637 ▼-9.5%52,8950.4%Computer and TechnologyFDXFedEx$7,464,591$89,047 ▼-1.2%20,9570.4%TransportationDHID.R. Horton$7,395,609$2,058 ▼0.0%53,8960.4%ConstructionNSCNorfolk Southern$7,390,681$8,610 ▲0.1%25,7520.4%TransportationGLWCorning$6,800,540$244,746 ▼-3.5%50,0150.4%Computer and TechnologyMRKMerck & Co., Inc.$6,643,497$27,065 ▼-0.4%55,2290.3%MedicalVALValaris$6,263,776$861,183 ▼-12.1%63,8900.3%EnergyWBDWarner Bros. Discovery$6,184,569$6,184,569 ▲New Holding225,2210.3%Consumer DiscretionaryCSCOCisco Systems$5,698,9600.0%73,4500.3%Computer and TechnologyBRK.BBerkshire Hathaway$5,323,912$17,251 ▼-0.3%11,1100.3%FinanceTOLToll Brothers$5,142,599$523,226 ▲11.3%37,6830.3%ConstructionHDHome Depot$4,945,852$233,512 ▼-4.5%15,0380.3%Retail/WholesaleBACBank of America$4,630,207$43,875 ▼-0.9%94,9790.2%FinanceRSPInvesco S&P 500 Equal Weight ETF$4,626,999$1,339,985 ▼-22.5%24,1090.2%ETFPYPLPayPal$4,377,148$2,437,905 ▼-35.8%96,7750.2%Business ServicesWATWaters$4,173,071$20,846 ▼-0.5%14,0130.2%MedicalSHViShares Short Treasury Bond ETF$4,145,971$153,554 ▲3.8%37,5570.2%ETFCRLCharles River Laboratories International$4,143,105$73,140 ▼-1.7%24,0180.2%MedicalCATCaterpillar$4,114,7360.0%5,8080.2%IndustrialsRLRalph Lauren$4,000,6040.0%11,6300.2%Consumer DiscretionaryASMLASML$3,947,9610.0%2,9890.2%Computer and TechnologyMDTMedtronic$3,619,659$12,998 ▼-0.4%41,7730.2%MedicalFASTFastenal$3,593,958$1,121,998 ▼-23.8%77,4560.2%Retail/WholesaleJPMJPMorgan Chase & Co.$3,573,198$2,315,357 ▼-39.3%12,1470.2%FinanceSOLVENTUM CORP$3,555,912$3,657 ▼-0.1%54,4550.2%COM SHSIBMInternational Business Machines$3,527,986$37,570 ▲1.1%14,5550.2%Computer and TechnologyCHENIERE ENERGY INC$3,517,205$1,530,885 ▲77.1%12,3950.2%COM NEWCPNGCoupang$3,499,408$2,757,839 ▼-44.1%185,3500.2%Retail/WholesalePEPPepsiCo$3,352,632$54,353 ▼-1.6%21,5890.2%Consumer StaplesGRMNGarmin$3,300,3420.0%14,2250.2%Computer and TechnologyRACEFerrari$3,273,150$1,036,672 ▲46.4%9,6710.2%Auto/Tires/TrucksMCDMcDonald's$3,245,269$46,618 ▼-1.4%10,4420.2%Retail/WholesaleShowing largest 100 holdings. 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