Investment House

Latest statistics and disclosures from Investment House's latest quarterly 13F-HR filing:

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Portfolio Holdings for Investment House

Investment House holds 203 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ea Series Trust Investment House 27.6 $623M NEW 25M 24.56
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Apple (AAPL) 4.6 $105M -38% 314k 333.02
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Dell Technologies CL C (DELL) 4.2 $95M -27% 177k 537.95
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Meta Platforms Cl A (META) 4.2 $94M -19% 130k 725.18
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Alphabet Cap Stk Cl A (GOOGL) 3.8 $85M -27% 246k 344.08
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Microsoft Corporation (MSFT) 3.4 $78M -24% 151k 512.90
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Amazon (AMZN) 3.0 $68M -21% 273k 249.15
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NVIDIA Corporation (NVDA) 2.7 $61M -34% 268k 228.38
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Alphabet Cap Stk Cl C (GOOG) 1.8 $41M -36% 120k 340.74
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Nebius Group Shs Class A (NBIS) 1.6 $35M -28% 150k 235.88
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Costco Wholesale Corporation (COST) 1.6 $35M -37% 39k 910.35
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Eli Lilly & Co. (LLY) 1.5 $35M -35% 30k 1157.09
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MercadoLibre (MELI) 1.5 $34M -12% 20k 1728.56
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Molina Healthcare (MOH) 1.4 $31M -15% 164k 189.10
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Crowdstrike Hldgs Cl A (CRWD) 1.2 $27M +219% 101k 264.75
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Williams-Sonoma (WSM) 1.1 $25M -17% 109k 227.94
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Progressive Corporation (PGR) 1.1 $24M -15% 117k 207.31
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American Express Company (AXP) 1.0 $24M -31% 77k 304.10
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Nu Hldgs Ord Shs Cl A (NU) 1.0 $21M -26% 1.7M 12.66
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Advanced Micro Devices (AMD) 0.9 $19M -15% 32k 611.76
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Texas Instruments Incorporated (TXN) 0.9 $19M -33% 69k 280.09
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Intercontinental Exchange (ICE) 0.8 $19M -32% 122k 152.03
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Waste Management (WM) 0.8 $18M -30% 90k 203.92
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Johnson & Johnson (JNJ) 0.7 $17M -31% 62k 264.74
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Sprouts Fmrs Mkt (SFM) 0.7 $16M -6% 248k 66.35
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Micron Technology (MU) 0.7 $16M -35% 15k 1065.11
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Expedia Group Com New (EXPE) 0.7 $16M -13% 60k 263.36
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Ishares Tr Ishares Biotech (IBB) 0.7 $15M -25% 72k 210.53
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Qualcomm (QCOM) 0.6 $14M -36% 76k 184.04
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Adobe Systems Incorporated (ADBE) 0.6 $13M -48% 53k 239.94
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UnitedHealth (UNH) 0.5 $12M -14% 34k 367.08
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Spdr Series Trust St Str Sp Biot (XBI) 0.5 $12M -16% 75k 157.68
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Cummins (CMI) 0.5 $12M -30% 23k 516.56
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Intuitive Surgical Com New (ISRG) 0.5 $12M 28k 406.63
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Ecolab (ECL) 0.5 $11M -38% 41k 274.58
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Intuit (INTU) 0.5 $11M -38% 39k 275.71
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Booking Holdings (BKNG) 0.5 $11M -29% 66k 162.91
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Intel Corporation (INTC) 0.5 $11M +723% 89k 120.23
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Airbnb Com Cl A (ABNB) 0.5 $11M -21% 66k 160.65
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Visa Com Cl A (V) 0.5 $10M -31% 29k 359.33
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Lowe's Companies (LOW) 0.4 $10M -24% 55k 184.29
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Qxo Com New (QXO) 0.4 $10M +28% 856k 11.69
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Sea Sponsord Ads (SE) 0.4 $10M -23% 103k 97.36
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Deere & Company (DE) 0.4 $9.9M -9% 15k 671.55
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Motorola Solutions Com New (MSI) 0.4 $9.7M -55% 22k 445.97
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Veeva Sys Cl A Com (VEEV) 0.4 $9.4M +163% 33k 285.45
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Align Technology (ALGN) 0.4 $9.3M -20% 64k 145.35
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Applovin Corp Com Cl A (APP) 0.4 $9.3M -25% 32k 290.43
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Expeditors International of Washington (EXPD) 0.4 $9.0M -16% 49k 184.64
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Autodesk (ADSK) 0.4 $8.9M -32% 43k 209.00
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Mastercard Incorporated Cl A (MA) 0.4 $8.8M -13% 16k 551.47
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Maplebear (CART) 0.4 $8.8M -23% 203k 43.12
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Broadcom (AVGO) 0.4 $8.6M +171% 25k 351.19
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Builders FirstSource (BLDR) 0.4 $8.4M +97% 148k 57.01
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Uber Technologies (UBER) 0.4 $8.4M -28% 122k 68.51
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Wal-Mart Stores (WMT) 0.4 $8.3M -32% 80k 103.92
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Figure Technology Solutio Com Cl A (FIGR) 0.4 $8.2M +44% 286k 28.85
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Stryker Corporation (SYK) 0.4 $8.0M -26% 29k 275.39
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Union Pacific Corporation (UNP) 0.3 $7.8M -43% 29k 272.13
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Novartis Sponsored Adr (NVS) 0.3 $7.7M -32% 54k 142.57
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Ralph Lauren Corp Cl A (RL) 0.3 $6.5M +68% 18k 355.07
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Automatic Data Processing (ADP) 0.3 $6.3M -52% 24k 258.06
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Ishares Tr Trust Ishare 0-1 (SHV) 0.3 $6.0M +41% 55k 110.32
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Reddit Cl A (RDDT) 0.3 $6.0M -29% 42k 142.44
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Abbvie (ABBV) 0.3 $6.0M -50% 23k 261.59
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Accenture Plc Ireland Shs Class A (ACN) 0.3 $5.8M -55% 32k 183.37
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Asml Hldg Nv N Y Registry Shs (ASML) 0.2 $5.3M -3% 2.9k 1811.67
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Edwards Lifesciences (EW) 0.2 $4.9M -52% 57k 86.32
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W.W. Grainger (GWW) 0.2 $4.8M -57% 3.9k 1245.76
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Paychex (PAYX) 0.2 $4.6M -45% 47k 98.50
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Bank of America Corporation (BAC) 0.2 $4.5M -9% 84k 54.43
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JPMorgan Chase & Co. (JPM) 0.2 $4.4M +127% 13k 330.83
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Amgen (AMGN) 0.2 $4.4M -58% 10k 421.51
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Merck & Co (MRK) 0.2 $4.2M -46% 29k 145.31
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Corning Incorporated (GLW) 0.2 $3.8M -45% 25k 153.76
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Church & Dwight (CHD) 0.2 $3.8M -56% 40k 94.22
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Norfolk Southern (NSC) 0.2 $3.8M -52% 12k 309.00
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Space Exploration Techn Corp Class A Com Stk (SPCX) 0.2 $3.7M NEW 25k 150.86
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Garmin SHS (GRMN) 0.2 $3.7M -9% 13k 286.84
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Duolingo Cl A Com (DUOL) 0.2 $3.7M +49% 26k 142.40
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AutoNation (AN) 0.2 $3.7M -48% 23k 157.44
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Cisco Systems (CSCO) 0.2 $3.7M -50% 34k 107.63
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D.R. Horton (DHI) 0.1 $3.4M -51% 25k 136.65
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On Hldg Namen Akt A (ONON) 0.1 $3.2M NEW 108k 29.61
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Cheniere Energy Com New (LNG) 0.1 $3.1M -6% 12k 269.03
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Fiserv (FISV) 0.1 $3.1M +13% 69k 45.18
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Trimble Navigation (TRMB) 0.1 $3.1M -58% 54k 57.11
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Paypal Holdings (PYPL) 0.1 $2.9M -40% 56k 52.53
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Delta Air Lines Com New (DAL) 0.1 $2.9M -5% 34k 83.46
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $2.8M -49% 5.7k 497.95
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Compass Cl A (COMP) 0.1 $2.8M -5% 313k 8.88
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $2.8M -7% 34k 81.20
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $2.7M -4% 13k 208.02
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Charles River Laboratories (CRL) 0.1 $2.7M -62% 9.1k 295.01
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Medtronic SHS (MDT) 0.1 $2.5M -12% 29k 86.29
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Home Depot (HD) 0.1 $2.4M -41% 8.5k 284.50
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S&p Global (SPGI) 0.1 $2.4M NEW 6.1k 394.47
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Corpay Com Shs (CPAY) 0.1 $2.4M -17% 6.2k 388.60
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Oracle Corporation (ORCL) 0.1 $2.4M -66% 17k 137.30
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International Business Machines (IBM) 0.1 $2.3M -25% 11k 219.93
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Birkenstock Holding Com Shs (BIRK) 0.1 $2.3M +46% 72k 32.41
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Waters Corporation (WAT) 0.1 $2.3M -62% 5.3k 439.39
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Zoetis Cl A (ZTS) 0.1 $2.3M -36% 32k 69.83
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Clear Secure Com Cl A (YOU) 0.1 $2.2M NEW 52k 41.95
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Valaris Cl A (VAL) 0.1 $2.2M -10% 28k 78.52
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FedEx Corporation (FDX) 0.1 $2.2M -63% 7.6k 285.10
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Interactive Brokers Group In Com Cl A (IBKR) 0.1 $2.1M -16% 25k 85.42
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Block Cl A (XYZ) 0.1 $2.1M -33% 29k 73.53
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Marvell Technology (MRVL) 0.1 $2.0M -45% 7.8k 264.21
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Hca Holdings (HCA) 0.1 $2.0M -47% 4.8k 426.74
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Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $2.0M +142% 14k 148.30
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Griffon Corporation (GFF) 0.1 $2.0M -5% 21k 93.04
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Alpha Metallurgical Resources (AMR) 0.1 $1.9M -6% 11k 168.22
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Transocean Registered Shs (RIG) 0.1 $1.9M -10% 360k 5.24
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $1.8M NEW 23k 77.78
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Live Nation Entertainment (LYV) 0.1 $1.7M NEW 10k 169.30
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New York Times Co Mtn Be Cl A (NYT) 0.1 $1.6M NEW 25k 63.70
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $1.5M +18% 3.4k 456.19
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Yum! Brands (YUM) 0.1 $1.5M -23% 11k 136.34
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Caterpillar (CAT) 0.1 $1.5M -68% 1.8k 810.79
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SYSCO Corporation (SYY) 0.1 $1.5M -48% 19k 77.96
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Toll Brothers (TOL) 0.1 $1.4M -45% 11k 134.75
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Lennar Corp Cl A (LEN) 0.1 $1.4M +162% 18k 81.59
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SLM Corporation (SLM) 0.1 $1.4M -44% 61k 22.63
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Pepsi (PEP) 0.1 $1.3M -51% 10k 126.73
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Blackrock (BLK) 0.1 $1.2M -34% 1.2k 1058.29
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Ishares Msci Sth Kor Etf (EWY) 0.1 $1.2M NEW 6.6k 182.78
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Tenet Healthcare Corp Com New (THC) 0.1 $1.2M -5% 4.6k 255.56
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Abbott Laboratories (ABT) 0.0 $1.0M -55% 10k 98.83
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Vanguard Index Fds Mrngstr Grwt Etf (VUG) 0.0 $1.0M +6% 11k 90.11
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Coca-Cola Company (KO) 0.0 $956k -32% 11k 86.08
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Ishares Tr Us Hlthcr Pr Etf (IHF) 0.0 $918k +7% 17k 54.89
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Roundhill Etf Trust Memory Etf 0.0 $905k NEW 15k 60.36
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CVS Caremark Corporation (CVS) 0.0 $890k +16% 10k 85.69
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Hldgs (UAL) 0.0 $888k NEW 8.0k 110.95
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Spdr Gold Tr Gold Shs (GLD) 0.0 $873k +5% 2.3k 380.84
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Fastenal Company (FAST) 0.0 $869k -77% 18k 49.53
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Thermo Fisher Scientific (TMO) 0.0 $840k -8% 1.2k 675.05
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Donaldson Company (DCI) 0.0 $818k 9.4k 87.04
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $808k -10% 1.5k 546.17
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IDEXX Laboratories (IDXX) 0.0 $783k 1.5k 522.19
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $762k 7.5k 102.18
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Raytheon Technologies Corp (RTX) 0.0 $750k -24% 4.0k 185.65
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Vaneck Etf Trust Oil Services Etf (OIH) 0.0 $744k +6% 2.0k 378.37
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Procter & Gamble Company (PG) 0.0 $692k -39% 4.8k 145.28
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Tapestry (TPR) 0.0 $690k NEW 6.0k 115.04
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Goldman Sachs (GS) 0.0 $685k -42% 761.00 900.04
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McDonald's Corporation (MCD) 0.0 $668k -72% 2.9k 230.94
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Gilead Sciences (GILD) 0.0 $631k -74% 4.2k 149.05
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Tesla Motors (TSLA) 0.0 $624k -50% 1.8k 354.81
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Scotts Miracle-gro Cl A (SMG) 0.0 $621k -71% 12k 50.11
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Select Sector Spdr Tr St Str Energ Etf (XLE) 0.0 $608k +7% 9.9k 61.50
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Quest Diagnostics Incorporated (DGX) 0.0 $607k +3% 2.6k 233.07
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Starbucks Corporation (SBUX) 0.0 $606k -5% 6.5k 93.96
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Agilent Technologies Inc C ommon (A) 0.0 $586k -58% 3.4k 172.31
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Invesco Exchange Traded Fd T Biotechnology (PBE) 0.0 $582k -13% 6.0k 97.29
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Applied Materials (AMAT) 0.0 $537k 1.1k 511.38
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At&t (T) 0.0 $523k -48% 22k 24.40
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Nextera Energy (NEE) 0.0 $519k -65% 6.9k 75.74
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.0 $506k -89% 664.00 762.63
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Target Corporation (TGT) 0.0 $486k +2% 3.1k 156.69
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Sherwin-Williams Company (SHW) 0.0 $485k 1.5k 323.27
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Verizon Communications (VZ) 0.0 $474k 10k 45.87
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Select Sector Spdr Tr St Str Util Etf (XLU) 0.0 $473k -9% 12k 39.44
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Boeing Company (BA) 0.0 $436k -82% 2.3k 186.05
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Illinois Tool Works (ITW) 0.0 $431k 1.7k 257.28
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $421k +32% 691.00 609.00
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Fedex Fght Hldg Common Stock (FDXF) 0.0 $416k -63% 3.8k 109.38
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Analog Devices (ADI) 0.0 $414k -67% 1.0k 396.71
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Walt Disney Company (DIS) 0.0 $369k -25% 3.5k 104.90
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Us Bancorp Com New (USB) 0.0 $362k 6.3k 57.76
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Nike CL B (NKE) 0.0 $362k -73% 10k 35.40
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Crocs (CROX) 0.0 $358k 3.1k 117.31
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Global Payments (GPN) 0.0 $351k -10% 4.3k 81.67
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ConocoPhillips (COP) 0.0 $335k 2.7k 125.15
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Morgan Stanley Com New (MS) 0.0 $324k 1.7k 188.08
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Alphabet Dep Shs Rp1/20 A 0.0 $314k NEW 6.4k 49.08
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Palo Alto Networks (PANW) 0.0 $314k -46% 790.00 397.31
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3M Company (MMM) 0.0 $312k -68% 1.9k 164.15
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AECOM Technology Corporation (ACM) 0.0 $299k -55% 5.1k 58.95
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Phillips 66 (PSX) 0.0 $297k NEW 1.2k 255.31
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Johnson Controls Internation SHS (JCI) 0.0 $285k 1.9k 148.65
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TJX Companies (TJX) 0.0 $285k -71% 2.2k 132.31
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Chevron Corporation (CVX) 0.0 $284k NEW 1.4k 204.21
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Abercrombie & Fitch Cl A (ANF) 0.0 $267k NEW 2.0k 134.69
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Vanguard Specialized Funds Div App Etf (VIG) 0.0 $250k +10% 1.1k 233.31
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McKesson Corporation (MCK) 0.0 $243k -18% 285.00 853.87
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HEICO Corporation (HEI) 0.0 $235k 775.00 303.18
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Colgate-Palmolive Company (CL) 0.0 $231k -71% 2.7k 85.32
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Spdr Series Trust St Str Conv Etf (CWB) 0.0 $231k 2.3k 101.18
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RPM International (RPM) 0.0 $225k -4% 2.3k 98.67
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Bristol Myers Squibb (BMY) 0.0 $225k -72% 3.6k 62.40
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Take-Two Interactive Software (TTWO) 0.0 $222k -65% 1.1k 207.50
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Evercore Class A (EVR) 0.0 $219k 850.00 257.50
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XP Cl A (XP) 0.0 $212k -73% 10k 21.00
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MetLife (MET) 0.0 $210k NEW 2.2k 94.16
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Vanguard Index Fds MRNGSTR TTL STK (VTI) 0.0 $206k -79% 550.00 374.24
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eBay (EBAY) 0.0 $204k -83% 1.9k 106.05
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Netflix (NFLX) 0.0 $202k -95% 2.9k 69.58
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Profesionally Managed Portfo Pabra Wagon Etf (WAGN) 0.0 $196k +6% 13k 14.88
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Fs Kkr Capital Corp (FSK) 0.0 $184k -2% 17k 10.99
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Dxc Technology (DXC) 0.0 $163k 15k 10.83
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Allogene Therapeutics (ALLO) 0.0 $26k 17k 1.60
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Past Filings by Investment House

SEC 13F filings are viewable for Investment House going back to 2012

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