INVESTMENT HOUSE LLC

Q4 2025 13F-HR Holdings

Location
Redondo Beach, CA
Holdings as of
12/31/2025
Date filed
2/6/2026
Form type
13F-HR
Num holdings
215
Total value ($000)
$2,104,005
Net value change ($000)
-4,738 (-0.2%)
New positions
14
Sold out positions
21
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/31/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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 25,806 28.6%
LLY 14,505 40.4%
MOH 14,052 2448.1%
GOOGL 13,998 27.1%
FDS 9,351 316.9%
FIGR 9,006 NEW
PGR 8,447 NEW
AAPL 7,619 5.7%
ALGN 6,437 100.8%
EXPE 4,959 32.1%
Top Reduces (Value $000, Stocks/ETFs)
MSI -14,144 -39.2%
META -10,982 -9.4%
NBIS -10,784 -37.1%
FAST -8,304 -67.1%
MSFT -7,909 -7.4%
ORCL -7,340 -39.2%
UBER -6,723 -33.4%
SE -6,506 -27.6%
MELI -6,459 -18.6%
CCC -6,225 -81.3%
Instrument mix + QoQ Δ (ex-options)
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