Filed: 4/29/2026ACC: 0001398344-26-007561
📋 What this filing means
INVESTMENT HOUSE LLC filed this quarterly 13F‑HR report disclosing 223 equity positions with a total reported market value of $1.92B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
223
Positions
$1.92B
Total AUM (reported)
14.57M
Total Shares
Allocation by class
COM$1.26B65.6%
CL A$154.16M8.0%
CAP STK CL A$95.99M5.0%
COM NEW$72.72M3.8%
CAP STK CL C$56.22M2.9%
COM CL A$54.14M2.8%
CL C$41.07M2.1%
Portfolio Concentration
Top 3$322.87M16.8%
4–10$423.01M22.0%
11–25$373.91M19.5%
Rest$801.96M41.7%
Top 3 weight
16.8%
Top 10 weight
38.8%
Voting Authority Distribution
Total shares with voting rights: 14.57M
Sole
Full voting authority
10.30M
shares
% of voting shares70.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.28M
shares
% of voting shares29.3%
Investment Discretion (by position count)
Sole223
Shared0
Other0
Dominant voting typeSole · 70.7% of voting shares
Institutional Holdings223
Rows:
APPLE INC
SOLEShares534.44K
TypeSH
Market value$135.64M
7.06%
Sole
359.80K
Shared
0.00
None
174.64K
ALPHABET INC
SOLEShares333.81K
TypeSH
Market value$95.99M
4.99%
Sole
234.38K
Shared
0.00
None
99.43K
META PLATFORMS INC
SOLEShares159.49K
TypeSH
Market value$91.25M
4.75%
Sole
118.54K
Shared
0.00
None
40.94K
MICROSOFT CORP
SOLEShares208.79K
TypeSH
Market value$77.29M
4.02%
Sole
134.83K
Shared
0.00
None
73.96K
NVIDIA CORPORATION
SOLEShares430.27K
TypeSH
Market value$75.04M
3.90%
Sole
302.46K
Shared
0.00
None
127.80K
AMAZON COM INC
SOLEShares326.44K
TypeSH
Market value$67.99M
3.54%
Sole
239.06K
Shared
0.00
None
87.38K
COSTCO WHOLESALE CORPORATION
SOLEShares62.91K
TypeSH
Market value$62.69M
3.26%
Sole
37.06K
Shared
0.00
None
25.86K
ALPHABET INC
SOLEShares195.98K
TypeSH
Market value$56.22M
2.93%
Sole
122.14K
Shared
0.00
None
73.84K
ELI LILLY & CO
SOLEShares46.44K
TypeSH
Market value$42.72M
2.22%
Sole
29.60K
Shared
0.00
None
16.84K
DELL TECHNOLOGIES INC
SOLEShares250.22K
TypeSH
Market value$41.07M
2.14%
Sole
192.44K
Shared
0.00
None
57.78K
NU HLDGS LTD
SOLEShares2.58M
TypeSH
Market value$37.07M
1.93%
Sole
1.85M
Shared
0.00
None
724.85K
AMERICAN EXPRESS CO
SOLEShares117.27K
TypeSH
Market value$35.47M
1.85%
Sole
82.89K
Shared
0.00
None
34.38K
WASTE MGMT INC DEL
SOLEShares131.28K
TypeSH
Market value$30.17M
1.57%
Sole
91.77K
Shared
0.00
None
39.51K
INTUIT
SOLEShares66.62K
TypeSH
Market value$28.80M
1.50%
Sole
43.69K
Shared
0.00
None
22.92K
INTERCONTINENTAL EXCHANGE IN
SOLEShares181.83K
TypeSH
Market value$28.60M
1.49%
Sole
132.54K
Shared
0.00
None
49.29K
MERCADOLIBRE INC
SOLEShares14.23K
TypeSH
Market value$24.60M
1.28%
Sole
10.63K
Shared
0.00
None
3.60K
WILLIAMS SONOMA INC
SOLEShares133.29K
TypeSH
Market value$24.30M
1.26%
Sole
105.89K
Shared
0.00
None
27.40K
ADOBE INC
SOLEShares93.95K
TypeSH
Market value$22.84M
1.19%
Sole
47.48K
Shared
0.00
None
46.47K
JOHNSON & JOHNSON
SOLEShares92.48K
TypeSH
Market value$22.61M
1.18%
Sole
56.64K
Shared
0.00
None
35.84K
NEBIUS GROUP N.V.
SOLEShares216.47K
TypeSH
Market value$22.46M
1.17%
Sole
166.78K
Shared
0.00
None
49.70K
MOTOROLA SOLUTIONS INC
SOLEShares50.01K
TypeSH
Market value$21.70M
1.13%
Sole
36.32K
Shared
0.00
None
13.69K
TEXAS INSTRS INC
SOLEShares103.41K
TypeSH
Market value$20.08M
1.04%
Sole
68.70K
Shared
0.00
None
34.70K
LOWES COS INC
SOLEShares80.97K
TypeSH
Market value$19.13M
1.00%
Sole
61.39K
Shared
0.00
None
19.57K
APPLOVIN CORP
SOLEShares45.50K
TypeSH
Market value$18.11M
0.94%
Sole
33.30K
Shared
0.00
None
12.19K
ECOLAB INC
SOLEShares67.54K
TypeSH
Market value$17.97M
0.93%
Sole
38.09K
Shared
0.00
None
29.46K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 534.44K | SH | $135.64M 7.06% | 359.80K | 0.00 | 174.64K |
ALPHABET INCSOLE | CAP STK CL A | 333.81K | SH | $95.99M 4.99% | 234.38K | 0.00 | 99.43K |
META PLATFORMS INCSOLE | CL A | 159.49K | SH | $91.25M 4.75% | 118.54K | 0.00 | 40.94K |
MICROSOFT CORPSOLE | COM | 208.79K | SH | $77.29M 4.02% | 134.83K | 0.00 | 73.96K |
NVIDIA CORPORATIONSOLE | COM | 430.27K | SH | $75.04M 3.90% | 302.46K | 0.00 | 127.80K |
AMAZON COM INCSOLE | COM | 326.44K | SH | $67.99M 3.54% | 239.06K | 0.00 | 87.38K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 62.91K | SH | $62.69M 3.26% | 37.06K | 0.00 | 25.86K |
ALPHABET INCSOLE | CAP STK CL C | 195.98K | SH | $56.22M 2.93% | 122.14K | 0.00 | 73.84K |
ELI LILLY & COSOLE | COM | 46.44K | SH | $42.72M 2.22% | 29.60K | 0.00 | 16.84K |
DELL TECHNOLOGIES INCSOLE | CL C | 250.22K | SH | $41.07M 2.14% | 192.44K | 0.00 | 57.78K |
NU HLDGS LTDSOLE | ORD SHS CL A | 2.58M | SH | $37.07M 1.93% | 1.85M | 0.00 | 724.85K |
AMERICAN EXPRESS COSOLE | COM | 117.27K | SH | $35.47M 1.85% | 82.89K | 0.00 | 34.38K |
WASTE MGMT INC DELSOLE | COM | 131.28K | SH | $30.17M 1.57% | 91.77K | 0.00 | 39.51K |
INTUITSOLE | COM | 66.62K | SH | $28.80M 1.50% | 43.69K | 0.00 | 22.92K |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 181.83K | SH | $28.60M 1.49% | 132.54K | 0.00 | 49.29K |
MERCADOLIBRE INCSOLE | COM | 14.23K | SH | $24.60M 1.28% | 10.63K | 0.00 | 3.60K |
WILLIAMS SONOMA INCSOLE | COM | 133.29K | SH | $24.30M 1.26% | 105.89K | 0.00 | 27.40K |
ADOBE INCSOLE | COM | 93.95K | SH | $22.84M 1.19% | 47.48K | 0.00 | 46.47K |
JOHNSON & JOHNSONSOLE | COM | 92.48K | SH | $22.61M 1.18% | 56.64K | 0.00 | 35.84K |
NEBIUS GROUP N.V.SOLE | SHS CLASS A | 216.47K | SH | $22.46M 1.17% | 166.78K | 0.00 | 49.70K |
MOTOROLA SOLUTIONS INCSOLE | COM NEW | 50.01K | SH | $21.70M 1.13% | 36.32K | 0.00 | 13.69K |
TEXAS INSTRS INCSOLE | COM | 103.41K | SH | $20.08M 1.04% | 68.70K | 0.00 | 34.70K |
LOWES COS INCSOLE | COM | 80.97K | SH | $19.13M 1.00% | 61.39K | 0.00 | 19.57K |
APPLOVIN CORPSOLE | COM CL A | 45.50K | SH | $18.11M 0.94% | 33.30K | 0.00 | 12.19K |
ECOLAB INCSOLE | COM | 67.54K | SH | $17.97M 0.93% | 38.09K | 0.00 | 29.46K |
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