INVESTMENT HOUSE LLC

Q3 2026 13F-HR Holdings

Location
Redondo Beach, CA
Holdings as of
9/30/2026
Date filed
10/21/2026
Form type
13F-HR
Num holdings
203
Total value ($000)
$2,251,908
Net value change ($000)
+41,166 (1.9%)
New positions
17
Sold out positions
34
Turnover %
29.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/31/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
EA SERIES TRUST 622,474 NEW
INTC 9,218 609.3%
VEEV 7,212 323.7%
AVGO 5,191 152.0%
SPACE EXPLORATION TECHN CORP 3,738 NEW
META 3,294 3.6%
ONON 3,194 NEW
CRWD 2,632 11.0%
JPM 2,502 130.0%
SPGI 2,410 NEW
Top Reduces (Value $000, Stocks/ETFs)
AAPL -43,422 -29.3%
GOOGL -36,227 -30.0%
GOOGL -25,591 -38.4%
COST -22,974 -39.4%
NBIS -22,537 -38.9%
NVDA -21,286 -25.8%
LLY -20,847 -37.5%
AMZN -15,066 -18.1%
AXP -14,472 -38.2%
MOH -13,262 -29.9%
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