INVESTMENT HOUSE LLC

All 13F Filings

Location
Redondo Beach, CA
Most recent 13F
Q2 2026
Holdings value ($000)
2,210,742
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/31/2026 220 2,210,742 13F-HR/A - RESTATEMENT INVESTMENT HOUSE LLC
Q2 2026 7/21/2026 221 1,915,980 13F-HR INVESTMENT HOUSE LLC
Q1 2026 4/29/2026 223 1,921,749 13F-HR INVESTMENT HOUSE LLC
Q4 2025 2/6/2026 215 2,104,005 13F-HR INVESTMENT HOUSE LLC
Q3 2025 10/31/2025 223 2,108,743 13F-HR INVESTMENT HOUSE LLC
Q2 2025 8/14/2025 216 1,977,585 13F-HR INVESTMENT HOUSE LLC
Q2 2014 7/29/2014 155 584,025 13F-HR INVESTMENT HOUSE LLC
Q1 2014 5/1/2014 147 562,905 13F-HR INVESTMENT HOUSE LLC
Q4 2013 2/7/2014 144 554,432 13F-HR/A - RESTATEMENT INVESTMENT HOUSE LLC
Q4 2013 2/6/2014 144 554,432 13F-HR INVESTMENT HOUSE LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 2.155 M 97.5% 279.9 K 0 279.9 K
ETFs 55.62 K 2.5% 9.097 K 0 9.097 K
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Fund Snapshot

Q2 2026
Latest filed
7/31/2026
Total value ($000)
2,210,742
Holdings
220
QoQ value change ($000)
288,993 (15.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.