INVESTMENT HOUSE LLC

Q1 2026 13F-HR Holdings

Location
Redondo Beach, CA
Holdings as of
3/31/2026
Date filed
4/29/2026
Form type
13F-HR
Num holdings
223
Total value ($000)
$1,921,749
Net value change ($000)
-182,256 (-8.7%)
New positions
22
Sold out positions
14
Turnover %
2.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SFM 12,672 NEW
DELL 8,363 25.6%
COST 7,895 14.4%
PGR 6,941 82.2%
WBD 6,185 NEW
BLDR 4,388 124.9%
NBIS 4,141 22.6%
MA 3,058 27.4%
JNJ 2,774 14.0%
MOH 2,707 18.5%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -22,022 -22.2%
INTU -21,850 -43.1%
GOOGL -19,966 -17.2%
APP -15,832 -46.6%
UNH -15,404 -58.2%
META -14,995 -14.1%
ADBE -11,408 -33.3%
NVDA -9,658 -11.4%
GOOGL -9,516 -14.5%
AMZN -7,935 -10.5%
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