INVESTMENT HOUSE LLC

$1.9B reported 13(f) long value · latest quarter 2026-06-30 · CIK 1566030 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $1.9B
ALL retained default holdings for this (filer, period), including NULL-value ones: 223
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 22
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 14

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:13215` · issuer key `iss:144` COM	ADD	−$5.6M	+14,842	$141M	$136M	519,601	534,443
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	TRIM	−$20.0M	−36,657	$116M	$96.0M	370,462	333,805
position key `pos:11390` · issuer key `iss:720` CL A	TRIM	−$15.0M	−1,465	$106M	$91.2M	160,951	159,486
position key `pos:11825` · issuer key `iss:1225` COM	ADD	−$22.0M	+3,445	$99.3M	$77.3M	205,344	208,789
position key `pos:15642` · issuer key `iss:1334` COM	TRIM	−$9.7M	−23,870	$84.7M	$75.0M	454,137	430,267
position key `pos:14175` · issuer key `iss:95` COM	TRIM	−$7.9M	−2,489	$75.9M	$68.0M	328,924	326,435
position key `pos:12030` · issuer key `iss:525` COM	TRIM	+$7.9M	−628	$54.8M	$62.7M	63,541	62,913
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	TRIM	−$9.5M	−13,500	$65.7M	$56.2M	209,480	195,980
position key `pos:15863` · issuer key `iss:1123` COM	TRIM	−$7.7M	−451	$50.4M	$42.7M	46,893	46,442
position key `pos:15723` · issuer key `iss:565` CL C	TRIM	+$8.4M	−9,595	$32.7M	$41.1M	259,815	250,220
position key `pos:15764` · issuer key `iss:2177` ORD SHS CL A	TRIM	−$6.3M	−8,973	$43.3M	$37.1M	2,588,691	2,579,718
position key `pos:11849` · issuer key `iss:104` COM	ADD	−$5.4M	+6,705	$40.9M	$35.5M	110,567	117,272
position key `pos:14916` · issuer key `iss:1946` COM	TRIM	+$1.2M	−685	$29.0M	$30.2M	131,968	131,283
position key `pos:13832` · issuer key `iss:996` COM	TRIM	−$21.9M	−9,852	$50.7M	$28.8M	76,468	66,616
position key `pos:16825` · issuer key `iss:987` COM	TRIM	−$1.4M	−3,492	$30.0M	$28.6M	185,325	181,833
position key `pos:10534` · issuer key `iss:1213` COM	ADD	−$3.6M	+240	$28.2M	$24.6M	13,989	14,229
position key `pos:11774` · issuer key `iss:1974` COM	TRIM	+$462K	−203	$23.8M	$24.3M	133,498	133,295
position key `pos:17290` · issuer key `iss:39` COM	TRIM	−$11.4M	−3,896	$34.2M	$22.8M	97,851	93,955
position key `pos:13599` · issuer key `iss:1035` COM	TRIM	+$2.8M	−3,348	$19.8M	$22.6M	95,829	92,481
position key `pos:11841` · issuer key `iss:2300` SHS CLASS A	TRIM	+$4.1M	−2,386	$18.3M	$22.5M	218,858	216,472
position key `pos:13386` · issuer key `iss:1257` COM NEW	TRIM	−$199K	−7,128	$21.9M	$21.7M	57,135	50,007
position key `pos:16841` · issuer key `iss:1791` COM	TRIM	+$2.0M	−577	$18.0M	$20.1M	103,982	103,405
position key `pos:16172` · issuer key `iss:1141` COM	TRIM	−$422K	−110	$19.6M	$19.1M	81,076	80,966
position key `pos:16095` · issuer key `iss:151` COM CL A	TRIM	−$15.8M	−4,873	$33.9M	$18.1M	50,370	45,497
position key `pos:16716` · issuer key `iss:633` COM	TRIM	+$186K	−191	$17.8M	$18.0M	67,735	67,544
position key `pos:11393` · issuer key `iss:545` COM	TRIM	+$634K	−561	$17.3M	$18.0M	33,947	33,386
position key `pos:14538` · issuer key `iss:1243` COM	ADD	+$2.7M	+45,752	$14.6M	$17.3M	84,280	130,032
position key `pos:10793` · issuer key `iss:195` COM	TRIM	−$5.2M	−2,268	$22.4M	$17.2M	87,005	84,737
position key `pos:13318` · issuer key `iss:1660` COM NEW	ADD	+$1.2M	+57,033	$15.4M	$16.6M	799,935	856,968
position key `pos:17902` · issuer key `iss:706` COM NEW	TRIM	−$3.8M	−25	$20.4M	$16.6M	71,989	71,964
position key `pos:17533` · issuer key `iss:1509` COM	ADD	−$5.4M	+138	$22.0M	$16.6M	128,828	128,966
position key `pos:13874` · issuer key `iss:1012` ISHARES BIOTECH	TRIM	−$36.6K	−263	$16.5M	$16.5M	97,917	97,654
position key `pos:10854` · issuer key `iss:300` COM	TRIM	−$4.5M	−16	$20.5M	$16.1M	3,832	3,816
position key `pos:11683` · issuer key `iss:1491` COM	ADD	+$6.9M	+40,528	$8.4M	$15.4M	37,095	77,623
position key `pos:17542` · issuer key `iss:193` COM	TRIM	−$3.6M	−90	$18.9M	$15.2M	63,699	63,609
position key `pos:12848` · issuer key `iss:1921` COM CL A	ADD	−$1.6M	+2,050	$16.3M	$14.7M	46,453	48,503
position key `pos:13490` · issuer key `iss:1939` COM	TRIM	+$1.5M	−20	$13.0M	$14.5M	117,047	117,027
position key `pos:14282` · issuer key `iss:1417` COM	TRIM	−$5.9M	−24,222	$20.3M	$14.4M	180,970	156,748
position key `pos:14206` · issuer key `iss:1193` CL A	ADD	+$3.1M	+8,911	$11.2M	$14.2M	19,571	28,482
position key `pos:14053` · issuer key `iss:73` COM	ADD	+$1.3M	+270	$12.8M	$14.1M	82,117	82,387
position key `pos:15220` · issuer key `iss:1725` COM	TRIM	−$933K	−30	$14.2M	$13.2M	40,342	40,312
position key `pos:14191` · issuer key `iss:1855` COM	TRIM	+$577K	−76	$12.2M	$12.8M	52,692	52,616
position key `pos:16845` · issuer key `iss:1705` COM	NEW	+$12.7M	+164,290	$0	$12.7M	—	164,290
position key `pos:14360` · issuer key `iss:1327` SPONSORED ADR	TRIM	+$1.2M	−65	$11.3M	$12.5M	81,848	81,783
position key `pos:14712` · issuer key `iss:537` CL A	TRIM	−$2.5M	−55	$15.0M	$12.5M	31,965	31,910
position key `pos:12696` · issuer key `iss:1845` COM	ADD	−$1.3M	+4,100	$13.4M	$12.1M	163,785	167,885
position key `pos:16294` · issuer key `iss:721` COM	ADD	−$413K	+12,396	$12.3M	$11.9M	42,393	54,789
position key `pos:10141` · issuer key `iss:1602` STATE STREET SPD	TRIM	+$521K	−75	$11.2M	$11.7M	91,495	91,420
position key `pos:13027` · issuer key `iss:1636` SPONSORD ADS	ADD	−$5.7M	+3,530	$17.1M	$11.4M	133,668	137,198
position key `pos:17429` · issuer key `iss:2052` SHS CLASS A	TRIM	−$4.5M	−1,808	$15.9M	$11.4M	59,087	57,279
position key `pos:16115` · issuer key `iss:1869` COM	TRIM	−$15.4M	−39,293	$26.5M	$11.1M	80,166	40,873
position key `pos:11979` · issuer key `iss:57` COM CL A	ADD	−$776K	+260	$11.6M	$10.9M	85,725	85,985
position key `pos:12028` · issuer key `iss:1179` COM	TRIM	−$3.0M	−21,055	$13.4M	$10.4M	297,378	276,323
position key `pos:10654` · issuer key `iss:844` COM	TRIM	+$454K	−300	$9.6M	$10.1M	9,559	9,259
position key `pos:15499` · issuer key `iss:23` COM	TRIM	−$707K	−869	$10.8M	$10.1M	47,122	46,253
position key `pos:16440` · issuer key `iss:637` COM	TRIM	−$769K	−1,800	$10.3M	$9.5M	120,800	119,000
position key `pos:10783` · issuer key `iss:1822` COM	TRIM	−$2.1M	−3,130	$11.2M	$9.1M	143,366	140,236
position key `pos:13471` · issuer key `iss:562` COM	TRIM	+$1.5M	−150	$7.6M	$9.1M	16,262	16,112
position key `pos:15221` · issuer key `iss:1228` COM	ADD	+$2.2M	+2,940	$6.8M	$9.0M	23,760	26,700
position key `pos:16657` · issuer key `iss:446` COM	TRIM	+$882K	−350	$8.1M	$9.0M	96,589	96,239
position key `pos:11671` · issuer key `iss:122` COM	TRIM	+$615K	−35	$8.4M	$9.0M	25,552	25,517
position key `pos:13082` · issuer key `iss:196` COM	TRIM	−$630K	−570	$9.5M	$8.9M	46,240	45,670
position key `pos:16486` · issuer key `iss:762` COM CL A	ADD	−$625K	+26,340	$9.0M	$8.4M	220,525	246,865
position key `pos:17708` · issuer key `iss:707` COM	ADD	−$333K	+30	$8.7M	$8.4M	58,303	58,333
position key `pos:10882` · issuer key `iss:1533` CL A	ADD	−$5.8M	+155	$14.0M	$8.2M	60,995	61,150
position key `pos:10949` · issuer key `iss:339` COM	ADD	+$4.4M	+61,829	$3.5M	$7.9M	34,132	95,961
position key `pos:14060` · issuer key `iss:47` COM	TRIM	−$532K	−560	$8.3M	$7.8M	38,930	38,370
position key `pos:16072` · issuer key `iss:1370` COM	TRIM	−$3.6M	−5,558	$11.4M	$7.8M	58,453	52,895
position key `pos:17674` · issuer key `iss:728` COM	TRIM	+$1.3M	−250	$6.1M	$7.5M	21,207	20,957
position key `pos:14419` · issuer key `iss:549` COM	TRIM	−$369K	−15	$7.8M	$7.4M	53,911	53,896
position key `pos:12525` · issuer key `iss:1319` COM	ADD	−$35.6K	+30	$7.4M	$7.4M	25,722	25,752
position key `pos:16439` · issuer key `iss:520` COM	TRIM	+$2.3M	−1,800	$4.5M	$6.8M	51,815	50,015
position key `pos:17751` · issuer key `iss:1214` COM	TRIM	+$806K	−225	$5.8M	$6.6M	55,454	55,229
position key `pos:13026` · issuer key `iss:2243` CL A	TRIM	+$2.6M	−8,784	$3.7M	$6.3M	72,674	63,890
position key `pos:13463` · issuer key `iss:1942` COM SER A	NEW	+$6.2M	+225,221	$0	$6.2M	—	225,221
position key `pos:11205` · issuer key `iss:255` CL B NEW	TRIM	−$279K	−36	$5.6M	$5.3M	11,146	11,110
position key `pos:11989` · issuer key `iss:1806` COM	ADD	+$566K	+3,834	$4.6M	$5.1M	33,849	37,683
position key `pos:10715` · issuer key `iss:916` COM	TRIM	−$473K	−710	$5.4M	$4.9M	15,748	15,038
position key `pos:13234` · issuer key `iss:230` COM	TRIM	−$643K	−900	$5.3M	$4.6M	95,879	94,979
position key `pos:15152` · issuer key `iss:1000` S&P500 EQL WGT	TRIM	−$1.3M	−6,982	$6.0M	$4.6M	31,091	24,109
position key `pos:14801` · issuer key `iss:1422` COM	TRIM	−$4.4M	−53,900	$8.8M	$4.4M	150,675	96,775
position key `pos:11276` · issuer key `iss:1947` COM	TRIM	−$1.2M	−70	$5.3M	$4.2M	14,083	14,013
position key `pos:16685` · issuer key `iss:1013` TRUST ISHARE 0-1	ADD	+$162K	+1,391	$4.0M	$4.1M	36,166	37,557
position key `pos:16949` · issuer key `iss:431` COM	TRIM	−$733K	−424	$4.9M	$4.1M	24,442	24,018
position key `pos:13406` · issuer key `iss:2156` SHS	TRIM	−$407K	−150	$4.0M	$3.6M	41,923	41,773
position key `pos:15311` · issuer key `iss:724` COM	TRIM	−$485K	−24,181	$4.1M	$3.6M	101,637	77,456
position key `pos:18039` · issuer key `iss:1025` COM	TRIM	−$2.9M	−7,871	$6.5M	$3.6M	20,018	12,147
position key `pos:11077` · issuer key `iss:1690` COM SHS	TRIM	−$764K	−56	$4.3M	$3.6M	54,511	54,455
position key `pos:10136` · issuer key `iss:990` COM	ADD	−$737K	+155	$4.3M	$3.5M	14,400	14,555
position key `pos:10822` · issuer key `iss:438` COM NEW	ADD	+$2.2M	+5,395	$1.4M	$3.5M	7,000	12,395
position key `pos:15789` · issuer key `iss:529` CL A	TRIM	−$4.3M	−146,072	$7.8M	$3.5M	331,422	185,350
position key `pos:13833` · issuer key `iss:1435` COM	TRIM	+$204K	−350	$3.1M	$3.4M	21,939	21,589
position key `pos:16215` · issuer key `iss:2289` COM	ADD	+$831K	+3,063	$2.4M	$3.3M	6,608	9,671
position key `pos:16096` · issuer key `iss:1206` COM	TRIM	+$8.0K	−150	$3.2M	$3.2M	10,592	10,442
position key `pos:13422` · issuer key `iss:1012` 1 3 YR TREAS BD	TRIM	−$107K	−1,179	$3.3M	$3.2M	39,454	38,275
position key `pos:17467` · issuer key `iss:1751` SPONSORED ADS	ADD	+$2.1M	+5,990	$979K	$3.1M	3,221	9,211
position key `pos:15190` · issuer key `iss:1635` CL A	TRIM	+$33.9K	−1,525	$3.0M	$3.0M	51,490	49,965
position key `pos:13891` · issuer key `iss:1313` CL B	TRIM	−$819K	−3,550	$3.7M	$2.9M	57,981	54,431
position key `pos:12827` · issuer key `iss:323` COM	TRIM	−$364K	−87	$3.2M	$2.8M	9,215	9,128
position key `pos:17624` · issuer key `iss:2264` REGISTERED SHS	ADD	+$2.3M	+307,825	$413K	$2.7M	100,000	407,825

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 52

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `pos:16805` · issuer key `iss:997` COM NEW	NO CHANGE	−$3.0M	$16.2M	$13.2M	28,680	28,680
position key `pos:11944` · issuer key `iss:454` COM	NO CHANGE	+$41.1K	$5.7M	$5.7M	73,450	73,450
position key `pos:13432` · issuer key `iss:411` COM	NO CHANGE	+$788K	$3.3M	$4.1M	5,808	5,808
position key `pos:15137` · issuer key `iss:1523` CL A	NO CHANGE	−$112K	$4.1M	$4.0M	11,630	11,630
position key `pos:11625` · issuer key `iss:2284` N Y REGISTRY SHS	NO CHANGE	+$750K	$3.2M	$3.9M	2,989	2,989
position key `pos:11265` · issuer key `iss:2258` SHS	NO CHANGE	+$415K	$2.9M	$3.3M	14,225	14,225
position key `pos:13408` · issuer key `iss:2003` COM	NO CHANGE	+$65.9K	$2.4M	$2.4M	15,680	15,680
position key `pos:10718` · issuer key `iss:1311` COM	NO CHANGE	+$256K	$1.6M	$1.9M	20,350	20,350
position key `pos:11610` · issuer key `iss:287` COM	NO CHANGE	−$193K	$1.9M	$1.7M	1,780	1,780
position key `pos:13961` · issuer key `iss:43` COM	NO CHANGE	−$202K	$1.8M	$1.6M	19,221	19,221
position key `pos:17899` · issuer key `iss:1745` COM	NO CHANGE	+$46.1K	$1.2M	$1.2M	7,567	7,567
position key `pos:17525` · issuer key `iss:631` COM	NO CHANGE	+$45.8K	$1.0M	$1.1M	11,675	11,675
position key `pos:15626` · issuer key `iss:1529` COM	NO CHANGE	+$51.0K	$984K	$1.0M	5,365	5,365
position key `pos:14081` · issuer key `iss:2235` SHS	NO CHANGE	+$66.1K	$934K	$1.0M	2,400	2,400
position key `pos:17630` · issuer key `iss:1849` COM	NO CHANGE	−$156K	$1.1M	$991K	1,895	1,895
position key `pos:17300` · issuer key `cusip6:81369Y` STATE STREET UTI	NO CHANGE	+$65.9K	$879K	$945K	20,600	20,600
position key `pos:13319` · issuer key `iss:53` COM	NO CHANGE	−$176K	$1.1M	$906K	7,945	7,945
position key `pos:16368` · issuer key `iss:953` COM	NO CHANGE	−$173K	$1.0M	$848K	1,510	1,510
position key `pos:15342` · issuer key `iss:1937` COM	NO CHANGE	+$75.3K	$770K	$845K	7,300	7,300
position key `pos:10434` · issuer key `iss:482` COM	NO CHANGE	+$59.1K	$751K	$811K	9,510	9,510
position key `pos:13985` · issuer key `iss:597` COM	NO CHANGE	−$35.6K	$833K	$798K	9,400	9,400
position key `pos:15197` · issuer key `iss:1000` BIOTECHNOLOGY	NO CHANGE	−$25.5K	$705K	$679K	8,580	8,580
position key `pos:16012` · issuer key `iss:1713` COM	NO CHANGE	+$35.8K	$560K	$596K	6,650	6,650
position key `pos:13354` · issuer key `iss:367` COM	NO CHANGE	−$60.1K	$632K	$572K	7,965	7,965
position key `pos:15163` · issuer key `iss:1140` COM	NO CHANGE	−$54.9K	$554K	$499K	6,859	6,859
position key `pos:12433` · issuer key `iss:1513` COM	NO CHANGE	+$56.2K	$434K	$491K	2,503	2,503
position key `pos:13768` · issuer key `iss:1651` COM	NO CHANGE	−$5.2K	$486K	$481K	1,500	1,500
position key `pos:15592` · issuer key `iss:954` COM	NO CHANGE	+$23.4K	$413K	$436K	1,675	1,675
position key `pos:13738` · issuer key `iss:1698` COM	NO CHANGE	+$41.6K	$389K	$430K	4,458	4,458
position key `pos:14782` · issuer key `iss:1406` COM	NO CHANGE	−$57.6K	$444K	$386K	2,410	2,410
position key `pos:14157` · issuer key `iss:149` COM	NO CHANGE	+$89.0K	$270K	$359K	1,050	1,050
position key `pos:15035` · issuer key `iss:505` COM	NO CHANGE	+$103K	$250K	$353K	2,675	2,675
position key `pos:16347` · issuer key `iss:1759` COM	NO CHANGE	+$68.0K	$283K	$351K	2,900	2,900
position key `pos:13876` · issuer key `iss:917` COM	NO CHANGE	+$44.1K	$278K	$322K	1,425	1,425
position key `pos:15134` · issuer key `iss:1844` COM NEW	NO CHANGE	−$8.1K	$321K	$313K	6,025	6,025
position key `pos:17201` · issuer key `iss:1208` COM	NO CHANGE	+$15.8K	$287K	$303K	350	350
position key `pos:11063` · issuer key `iss:1009` COM	NO CHANGE	+$53.7K	$232K	$286K	2,800	2,800
position key `pos:16411` · issuer key `iss:865` COM	NO CHANGE	+$3.8K	$280K	$284K	600	600
position key `pos:12681` · issuer key `iss:2154` SHS	NO CHANGE	+$39.3K	$241K	$281K	566	566
position key `pos:11621` · issuer key `iss:1253` COM NEW	NO CHANGE	−$22.0K	$302K	$280K	1,700	1,700
position key `pos:17863` · issuer key `iss:1147` COM	NO CHANGE	+$7.1K	$272K	$279K	1,350	1,350
position key `pos:14474` · issuer key `iss:1052` COM	NO CHANGE	−$156	$269K	$269K	15,584	15,584
position key `pos:13619` · issuer key `iss:2145` SHS	NO CHANGE	+$22.4K	$240K	$262K	2,000	2,000
position key `pos:14403` · issuer key `iss:693` CLASS A	NO CHANGE	−$35.5K	$289K	$254K	850	850
position key `pos:16131` · issuer key `iss:1632` COM	NO CHANGE	−$15.5K	$261K	$246K	2,615	2,615
position key `pos:14532` · issuer key `cusip6:104674` CL A	NO CHANGE	+$8.6K	$235K	$244K	3,000	3,000
position key `pos:10474` · issuer key `iss:627` COM	NO CHANGE	−$12.7K	$253K	$240K	2,250	2,250
position key `pos:10940` · issuer key `iss:1517` COM	NO CHANGE	−$10.5K	$237K	$226K	2,275	2,275
position key `pos:14837` · issuer key `iss:896` COM	NO CHANGE	−$38.3K	$251K	$213K	775	775
position key `pos:18026` · issuer key `iss:1602` STATE STREET SPD	NO CHANGE	+$5.3K	$204K	$209K	2,285	2,285
position key `pos:12346` · issuer key `iss:718` COM	NO CHANGE	−$79.8K	$255K	$175K	17,237	17,237
position key `pos:12786` · issuer key `cusip6:019770` COM	NO CHANGE	+$17.7K	$22.6K	$40.3K	16,529	16,529

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 217 issuers · $1.9B disclosed value over 223 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows INVESTMENT HOUSE LLC reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$96.0M	333,805
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$56.2M	195,980

$152M

529,785

7.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$136M

534,443

7.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$91.2M

159,486

4.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$77.3M

208,789

4.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$75.0M

430,267

3.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$68.0M

326,435

3.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$62.7M

62,913

3.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$42.7M

46,442

2.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DELL TECHNOLOGIES INC · CL C CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$41.1M

250,220

2.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NU HLDGS LTD · ORD SHS CL A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$37.1M

2,579,718

1.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN EXPRESS CO · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$35.5M

117,272

1.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WASTE MGMT INC DEL · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$30.2M

131,283

1.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTUIT · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$28.8M

66,616

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTERCONTINENTAL EXCHANGE IN · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$28.6M

181,833

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCADOLIBRE INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$24.6M

14,229

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WILLIAMS SONOMA INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$24.3M

133,295

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ADOBE INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$22.8M

93,955

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$22.6M

92,481

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEBIUS GROUP N.V. · SHS CLASS A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$22.5M

216,472

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MOTOROLA SOLUTIONS INC · COM NEW CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$21.7M

50,007

1.1%

—

ISHARES TR

3 positions · 3 reported rows

Rows INVESTMENT HOUSE LLC reported for ISHARES TR, as it reported them
ISHARES TR · ISHARES BIOTECH CUSIP — src ↗	$16.5M	97,654
ISHARES TR · 1 3 YR TREAS BD CUSIP — src ↗	$3.2M	38,275
ISHARES TR · IBOXX INV CP ETF CUSIP — src ↗	$828K	7,594

ticker not yet mapped

$20.5M

143,523

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TEXAS INSTRS INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$20.1M

103,405

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOWES COS INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$19.1M

80,966

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLOVIN CORP · COM CL A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$18.1M

45,497

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ECOLAB INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$18.0M

67,544

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CUMMINS INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$18.0M

33,386

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MOLINA HEALTHCARE INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$17.3M

130,032

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AUTOMATIC DATA PROCESSING IN · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$17.2M

84,737

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

QXO INC · COM NEW CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$16.6M

856,968

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXPEDIA GROUP INC · COM NEW CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$16.6M

71,964

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

QUALCOMM INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$16.6M

128,966

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BOOKING HOLDINGS INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$16.1M

3,816

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROGRESSIVE CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$15.4M

77,623

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AUTODESK INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$15.2M

63,609

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$14.7M

48,503

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$14.5M

117,027

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PAYCHEX INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$14.4M

156,748

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED · CL A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$14.2M

28,482

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALIGN TECHNOLOGY INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$14.1M

82,387

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STRYKER CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$13.2M

40,312

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTUITIVE SURGICAL INC · COM NEW CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$13.2M

28,680

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNION PAC CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$12.8M

52,616

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SPROUTS FMRS MKT INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$12.7M

164,290

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NOVARTIS AG · SPONSORED ADR CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$12.5M

81,783

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CROWDSTRIKE HLDGS INC · CL A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$12.5M

31,910

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UBER TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$12.1M

167,885

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FACTSET RESH SYS INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$11.9M

54,789

0.6%

—

SPDR SERIES TRUST

2 positions · 2 reported rows

Rows INVESTMENT HOUSE LLC reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$11.7M	91,420
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$209K	2,285

ticker not yet mapped

$11.9M

93,705

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SEA LTD · SPONSORD ADS CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$11.4M

137,198

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ACCENTURE PLC IRELAND · SHS CLASS A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$11.4M

57,279

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNITEDHEALTH GROUP INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$11.1M

40,873

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AIRBNB INC · COM CL A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$10.9M

85,985

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MAPLEBEAR INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$10.4M

276,323

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WW GRAINGER INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$10.1M

9,259

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$10.1M

46,253

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EDWARDS LIFESCIENCES CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$9.5M

119,000

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TRIMBLE INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$9.1M

140,236

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DEERE & CO · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$9.1M

16,112

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICRON TECHNOLOGY INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$9.0M

26,700

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHURCH & DWIGHT CO INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$9.0M

96,239

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMGEN INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$9.0M

25,517

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AUTONATION INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$8.9M

45,670

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FIGURE TECHNOLOGY SOLUTIO · COM CL A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$8.4M

246,865

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXPEDITORS INTL WASH INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$8.4M

58,333

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

REDDIT INC · CL A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$8.2M

61,150

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BUILDERS FIRSTSOURCE INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$7.9M

95,961

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ADVANCED MICRO DEVICES INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$7.8M

38,370

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORACLE CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$7.8M

52,895

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FEDEX CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$7.5M

20,957

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

D R HORTON INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$7.4M

53,896

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NORFOLK SOUTHN CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$7.4M

25,752

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CORNING INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$6.8M

50,015

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$6.6M

55,229

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VALARIS LTD · CL A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$6.3M

63,890

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WARNER BROS DISCOVERY INC · COM SER A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$6.2M

225,221

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$5.7M

73,450

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$5.3M

11,110

0.3%

—

INVESCO EXCHANGE TRADED FD T

2 positions · 2 reported rows

Rows INVESTMENT HOUSE LLC reported for INVESCO EXCHANGE TRADED FD T, as it reported them
INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT CUSIP — src ↗	$4.6M	24,109
INVESCO EXCHANGE TRADED FD T · BIOTECHNOLOGY CUSIP — src ↗	$679K	8,580

ticker not yet mapped

$5.3M

32,689

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TOLL BROTHERS INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$5.1M

37,683

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$4.9M

15,038

0.3%

—

ISHARES TR

2 positions · 2 reported rows

Rows INVESTMENT HOUSE LLC reported for ISHARES TR, as it reported them
ISHARES TR · TRUST ISHARE 0-1 CUSIP — src ↗	$4.1M	37,557
ISHARES TR · US HLTHCR PR ETF CUSIP — src ↗	$630K	15,057

ticker not yet mapped

$4.8M

52,614

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK AMERICA CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$4.6M

94,979

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PAYPAL HLDGS INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$4.4M

96,775

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WATERS CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$4.2M

14,013

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHARLES RIV LABS INTL INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$4.1M

24,018

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$4.1M

5,808

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RALPH LAUREN CORP · CL A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$4.0M

11,630

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ASML HLDG NV · N Y REGISTRY SHS CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.9M

2,989

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MEDTRONIC PLC · SHS CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.6M

41,773

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FASTENAL CO · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.6M

77,456

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.6M

12,147

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SOLVENTUM CORP · COM SHS CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.6M

54,455

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTERNATIONAL BUSINESS MACHS · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.5M

14,555

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHENIERE ENERGY INC · COM NEW CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.5M

12,395

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COUPANG INC · CL A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.5M

185,350

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PEPSICO INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.4M

21,589

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GARMIN LTD · SHS CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.3M

14,225

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FERRARI N V · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.3M

9,671

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCDONALDS CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.2M

10,442

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.1M

9,211

0.2%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 58.3%below median 80.0%
Concentration index: 217 bpsbelow median 446 bps
Positions with value: 223 / 223median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 58.3% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 217 · QoQ moves: 237

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗
2026-06-30	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open INVESTMENT HOUSE LLC's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).