INVESTMENT HOUSE LLC

Q2 2026 13F-HR/A Holdings

Location
Redondo Beach, CA
Holdings as of
6/30/2026
Date filed
7/31/2026
Form type
13F-HR/A - RESTATEMENT
Num holdings
220
Total value ($000)
$2,210,742
Net value change ($000)
+288,993 (15.0%)
New positions
16
Sold out positions
19
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
DELL 64,378 156.8%
NBIS 35,437 157.8%
MOH 26,978 155.6%
GOOGL 24,953 26.0%
MU 17,962 199.1%
AMZN 15,062 22.2%
PGR 14,599 94.9%
AMD 13,894 178.0%
MELI 13,370 54.3%
LLY 12,874 30.1%
Top Reduces (Value $000, Stocks/ETFs)
INTU -11,979 -41.6%
FDS -11,889 -100.0%
ICE -6,407 -22.4%
NU -6,257 -16.9%
WBD -6,185 -100.0%
PAYX -5,950 -41.2%
ADP -5,748 -33.4%
QXO -5,127 -30.8%
MA -4,819 -33.9%
COST -4,434 -7.1%
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