INVESTMENT HOUSE LLC
SEC Form 13F institutional filer · CIK 0001566030
13F-HR · 163 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$1.66B
Top-10 concentration
45.0%
INVESTMENT HOUSE LLC — $1.66B AUM allocation strategy
INVESTMENT HOUSE LLC files SEC Form 13F and reports $1.66B of long US equity value across 163 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 25.5%, followed by Communication Services 14.7% and Consumer Discretionary 6.7%.
The top 10 holdings account for 45% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
INVESTMENT HOUSE LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.66B
total across 163 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
45% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$BLDR +61.8K sh · +$4.39M+$PGR +40.5K sh · +$6.94M+$INTC +34.5K sh · +$1.62M
Biggest trims (shares)
−$CMCSA −84.9K sh · −$2.57M−$PYPL −53.9K sh · −$4.42M−$UNH −39.3K sh · −$15.4M
Exited to nil (held last quarter, gone now)
$PWR ($1.5M last qtr)$SPY ($1.46M last qtr)$COIN ($553K last qtr)$NOW ($282K last qtr)$WFC ($205K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services14.7%—
- Technology Hardware, Storage & Peripherals10.7%—
- Semiconductors5.7%—
- Systems Software4.6%—
- Broadline Retail4.1%—
- Pharmaceuticals3.9%—
- Consumer Staples Merchandise Retail3.8%—
- Application Software3.1%—
- Other holdings49.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 534K | $136M | +14.8K | 8.2% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 334K | $96M | -36.7K | 5.8% |
| $META | Meta Platforms Inc | 159K | $91.2M | -1.47K | 5.5% |
| $MSFT | Microsoft Corporation | 209K | $77.3M | +3.44K | 4.7% |
| $NVDA | NVIDIA Corporation | 430K | $75M | -23.9K | 4.5% |
| $AMZN | Amazon.com Inc | 326K | $68M | -2.49K | 4.1% |
| $COST | Costco Wholesale Corporation | 62.9K | $62.7M | -628 | 3.8% |
| $GOOGL | Alphabet Inc | 196K | $56.2M | -13.5K | 3.4% |
| $LLY | Eli Lilly and Company | 46.4K | $42.7M | -451 | 2.6% |
| $DELL | Dell Technologies Inc | 250K | $41.1M | -9.6K | 2.5% |
…and 153 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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