INVESTMENT HOUSE LLC
CIK 1566030
13F filing for Q2 2026・No. 1,538
- Holdings
- US$2.21B
- Quarter change
- +US$288.99M
- Entries
- 221
- Net bought (estimate)
- −US$26.19M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 16
- Sold out 19
- Cut 124
- Added 43
- Corporate actions 0
- Unchanged 37
Largest holdings
220 stocks worth US$2.21B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Cut | 511,759 | US$148.08M | 6.70% |
| GOOGLAlphabetCAP STK CL A | Added | 338,423 | US$120.94M | 5.47% |
| DELLDELL TECHNOLOGIES INCCL C | Cut | 244,395 | US$105.45M | 4.77% |
| METAMetaCL A | Added | 161,072 | US$90.73M | 4.10% |
| AMZNAmazonCOM | Added | 348,447 | US$83.05M | 3.76% |
| NVDANvidiaCOM | Cut | 412,272 | US$82.49M | 3.73% |
| MSFTMicrosoftCOM | Cut | 201,427 | US$75.14M | 3.40% |
| GOOGALPHABET INCCAP STK CL C | Cut | 188,492 | US$66.6M | 3.01% |
| COSTCOSTCO WHOLESALE CORPORATIONCOM | Cut | 62,273 | US$58.25M | 2.64% |
| NBISNEBIUS GROUP N.V.SHS CLASS A | Cut | 209,648 | US$57.9M | 2.62% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HR/AFiled July 31, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.