1y return+13.6%S&P 500 +20.9%
3y return+60.8%S&P 500 +68.5%
5y return+51.1%S&P 500 +74.5%
10y return+287.1%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $387 against $357 in the S&P 500.2
Investment House LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $148.1M | 6.7% | −4.2% |
| GOOGLAlphabet Inc | $120.9M | 5.5% | +1.4% |
| DELLDell Technologies Inc | $105.4M | 4.8% | −2.3% |
| METAMeta Platforms Inc | $90.7M | 4.1% | |
| AMZNAmazon Com Inc | $83.0M | 3.8% | +6.7% |
| NVDANvidia Corporation | $82.5M | 3.7% | −4.2% |
| MSFTMicrosoft Corp | $75.1M | 3.4% | −3.5% |
| GOOGAlphabet Inc | $66.6M | 3.0% | −3.8% |
| COSTCostco Wholesale Corporation | $58.3M | 2.6% | −1.0% |
| Nebius Group N.v.CUSIP N97284108 | $57.9M | 2.6% | −3.2% |
| LLYEli Lilly & Co | $55.6M | 2.5% | |
| MOHMolina Healthcare Inc | $44.3M | 2.0% | +49.0% |
| MELIMercadolibre Inc | $38.0M | 1.7% | +57.2% |
| AXPAmerican Express Co | $37.9M | 1.7% | −4.4% |
| Nu Hldgs LtdCUSIP G6683N103 | $30.8M | 1.4% | −10.6% |
| WSMWilliams Sonoma Inc | $30.8M | 1.4% | |
| TXNTexas Instrs Inc | $30.7M | 1.4% | |
| PGRProgressive Corp | $30.0M | 1.4% | +76.8% |
| WMWaste Mgmt Inc Del | $29.1M | 1.3% | |
| MUMicron Technology Inc | $27.0M | 1.2% | −12.5% |
| CRWDCrowdstrike Hldgs Inc | $24.0M | 1.1% | −1.6% |
| CMICummins Inc | $23.3M | 1.1% | −2.0% |
| JNJJohnson & Johnson | $23.2M | 1.0% | −1.4% |
| SFMSprouts Fmrs Mkt Inc | $22.4M | 1.0% | +61.4% |
| ICEIntercontinental Exchange In | $22.2M | 1.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $82.5M |
| Nebius Group N.v.CUSIP N97284108 | December 31, 2024 | +897.0% | $57.9M |
| CRWDCrowdstrike Hldgs Inc | June 30, 2020 | +661.0% | $24.0M |
| APPApplovin Corp | March 31, 2024 | +644.3% | $22.0M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $55.6M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $120.9M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $66.6M |
| CMICummins Inc | June 30, 2020 | +311.7% | $23.3M |
| AMDAdvanced Micro Devices Inc | December 31, 2023 | +294.1% | $21.7M |
| DELLDell Technologies Inc | March 31, 2024 | +278.1% | $105.4M |
Sold off last quarter
- FDSFactset Resh Sys Inc was $11.9M
- Warner Bros Discovery IncCUSIP 934423104 was $6.2M
- SOLVSolventum Corp was $3.6M
- VLOValero Energy Corp was $2.0M
- JDJd.com Inc was $1.6M
- SPGIS&p Global Inc was $1.6M
- GDXJVaneck Etf Trust was $972K
- EMBJEmbraer S.a. was $805K
- Scorpio Tankers IncCUSIP Y7542C130 was $772K
- Honeywell Intl IncCUSIP 438516106 was $322K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +15.3% | +14.8% |
| March 31, 2026 | −8.5% | −4.6% |
| December 31, 2025 | +1.0% | +2.4% |
| September 30, 2025 | +6.6% | +7.8% |
| June 30, 2025 | +10.8% | +10.5% |
| March 31, 2025 | −5.1% | −4.6% |
| December 31, 2024 | +1.2% | +2.1% |
| September 30, 2024 | +4.9% | +5.4% |
| June 30, 2024 | +4.6% | +4.0% |
| March 31, 2024 | +10.6% | +10.0% |
| December 31, 2023 | +12.7% | +11.2% |
| September 30, 2023 | −2.8% | −3.6% |
| June 30, 2023 | +9.7% | +8.3% |
| March 31, 2023 | +11.8% | +7.0% |
| December 31, 2022 | +4.0% | +7.1% |
| September 30, 2022 | −6.7% | −5.3% |
| June 30, 2022 | −18.7% | −16.5% |
| March 31, 2022 | −10.6% | −4.9% |
| December 31, 2021 | +10.1% | +10.7% |
| September 30, 2021 | −1.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Investment House LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1566030&type=13F-HR&dateb=&owner=include&count=40CIK 1566030
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1566030/000139834426013195/Filed July 31, 2026 · accession 0001398344-26-013195