INVESTMENT HOUSE LLC

Q3 2025 13F-HR Holdings

Location
Redondo Beach, CA
Holdings as of
9/30/2025
Date filed
10/31/2025
Form type
13F-HR
Num holdings
223
Total value ($000)
$2,108,743
Net value change ($000)
+131,158 (6.6%)
New positions
26
Sold out positions
20
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/6/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 29,976 49.8%
AAPL 20,108 17.7%
APP 19,579 111.0%
GOOGL 15,962 44.6%
NBIS 15,893 120.3%
UNH 14,526 154.0%
NVDA 11,829 16.1%
QXO 8,767 202.3%
ALGN 6,386 NEW
NU 5,294 14.9%
Top Reduces (Value $000, Stocks/ETFs)
CRM -11,143 -93.9%
INTU -9,234 -14.9%
ACN -6,933 -25.2%
ZTS -6,903 -48.6%
TTD -6,480 -100.0%
META -5,807 -4.7%
AMZN -5,165 -6.7%
COST -4,100 -6.4%
TLT -3,859 -83.0%
MELI -3,661 -9.6%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 263 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type