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INVESTMENT HOUSE LLC — 13F Holdings & Portfolio

CIK 1566030 · latest 13F-HR filed 2026-10-21

Backtest portfolio

INVESTMENT HOUSE LLC manages $2.25B in 13F-reported U.S. long-equity assets across 204 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are TIH (27.64%), AAPL (4.65%), DELL (4.22%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 17 new positions and exited 34; 32 existing positions rose in reported value and 135 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM
$2.25B

Long-equity book

Holdings
204

Distinct positions

Period
2026-09-30

Filed 2026-10-21

Q/Q Activity
+17 / −34 / ↑32 / ↓135

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
TIH27.6% · newAAPL4.6% · -39%DELL4.2% · -28%META4.2% · -20%GOOGL3.8% · -27%MSFT3.4% · -25%AMZN3.0% · -22%NVDA2.7% · -35%GOOG1.8% · -36%NBIS1.6% · -28%COST1.6% · -38%LLY1.5% · -35%MELI1.5% · -13%MOH1.4% · -15%CRWD1.2% · +220%WSM1.1% · -18%PGR1.1% · -15%AXP1.0% · -31%NU1.0% · -27%AMD0.9% · -16%TXN0.9% · -33%ICE0.8% · -32%WM0.8% · -31%JNJ0.7% · -32%SFM0.7% · -7%MU0.7% · -35%EXPE0.7% · -14%IBB0.7% · -26%QCOM0.6% · -36%ADBE0.6% · -48%UNH0.5% · -15%XBI0.5% · -16%CMI0.5% · -30%ISRG0.5% · -1%ECL0.5% · -38%INTU0.5% · -39%BKNG0.5% · -30%INTC0.5% · +723%ABNB0.5% · -21%V0.5% · -31%LOW0.4% · -24%QXO0.4% · +28%SE0.4% · -24%DE0.4% · -9%MSI0.4% · -56%VEEV0.4% · +163%ALGN0.4% · -21%APP0.4% · -25%EXPD0.4% · -16%ADSK0.4% · -32%MA0.4% · -13%CART0.4% · -23%AVGO0.4% · +171%BLDR0.4% · +98%UBER0.4% · -29%WMT0.4% · -32%FIGR0.4% · +45%SYK0.4% · -27%UNP0.3% · -44%NVS0.3% · -33%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 57%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Sep 16, 2026.

Assets Under Management
$2.48B
Discretionary
$2.48B
Employees
11
Accounts
505
Address
210 AVENUE I
STE C
REDONDO BEACH, CA 90277
Phone
(310) 873-3021
Website
Mailing Address
5940 S. RAINBOW BLVD SUITE 400 PMB 57150, LAS VEGAS, NV, 89118-2507
Name Title / Status Ownership Type
THE WAHL FAMILY TRUST DTD 2/26/2013 ControlMEMBER
since Jul 2013
75% or moreDomestic Entity
WAHL, DEANNA ControlTRUSTEE OF WAHL FAMILY TRUST
since Feb 2013
75% or moreIndividual
WAHL, TIMOTHY, JOHN ControlPRESIDENT AND MANAGER OF LLC
since Apr 2012
Less than 5%Individual
WAHL, TIMOTHY, JOHN ControlTRUSTEE OF WAHL FAMILY TRUST
since Feb 2013
75% or moreIndividual
KAHN, DAVID, LARRYCHIEF COMPLIANCE OFFICER
since May 2012
Less than 5%Individual
Ownership & leadership changes · 4 filings with changes since Apr 11, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jan 3, 2023 filing
  • No longer listedCOHEN, JED, MARSHALL · MANAGER OF LLC, TRUSTEE COHEN FAMILY TRUST · 50–75% · control person · listed since Apr 2012
  • No longer listedCOHEN, ROBERTA, SUE · TRUSTEE; COHEN FAMILY TRUST · 50–75% · control person · listed since Aug 1992
  • No longer listedTHE COHEN FAMILY 1992 REVOCABLE TRUST · MEMBER · 50–75% · control person · listed since Mar 2012
  • ChangedTHE WAHL FAMILY TRUST DTD 2/26/2013 · ownership 25–50% → 75% or more
  • ChangedWAHL, DEANNA · title TRUSTEE; WAHL FAMILY TRUST → TRUSTEE OF WAHL FAMILY TRUST; ownership 25–50% → 75% or more
  • ChangedWAHL, TIMOTHY, JOHN · title PRESIDENT, MANAGER OF LLC , TRUSTEE WAHL FAMILY TRUST → PRESIDENT AND MANAGER OF LLC / TRUSTEE OF WAHL FAMILY TRUST; ownership 25–50% → 75% or more
May 8, 2018 filing
  • No longer listedCOHEN, JED, MARSHALL · TRUSTEE · 50–75% · indirect via THE COHEN FAMILY 1992 REVOCABLE TRUST · control person · listed since Aug 1992
  • No longer listedCOHEN, ROBERTA, SUE · TRUSTEE · 50–75% · indirect via THE COHEN FAMILY 1992 REVOCABLE TRUST · control person · listed since Aug 1992
  • No longer listedWAHL, DEANNA · TRUSTEE · 50–75% · indirect via THE WAHL FAMILY TRUST DTD 2/26/13 · control person · listed since Feb 2013
  • No longer listedWAHL, TIMOTHY, JOHN · TRUSTEE · 50–75% · indirect via THE WAHL FAMILY TRUST DTD 2/26/13 · control person · listed since Feb 2013
  • AddedCOHEN, ROBERTA, SUE · TRUSTEE; COHEN FAMILY TRUST · 50–75% · control person
  • AddedWAHL, DEANNA · TRUSTEE; WAHL FAMILY TRUST · 25–50% · control person
  • ChangedCOHEN, JED, MARSHALL · title SENIOR MANAGING DIRECTOR → MANAGER OF LLC, TRUSTEE COHEN FAMILY TRUST; ownership 75% or more → 50–75%
  • ChangedWAHL, TIMOTHY, JOHN · title PRESIDENT → PRESIDENT, MANAGER OF LLC , TRUSTEE WAHL FAMILY TRUST; ownership 10–25% → 25–50%
Oct 22, 2013 filing
  • AddedCOHEN, JED, MARSHALL · TRUSTEE · 50–75% · indirect via THE COHEN FAMILY 1992 REVOCABLE TRUST · control person
  • AddedCOHEN, ROBERTA, SUE · TRUSTEE · 50–75% · indirect via THE COHEN FAMILY 1992 REVOCABLE TRUST · control person
  • AddedTHE COHEN FAMILY 1992 REVOCABLE TRUST · MEMBER · 50–75% · control person
  • AddedTHE WAHL FAMILY TRUST DTD 2/26/2013 · MEMBER · 25–50% · control person
  • AddedWAHL, DEANNA · TRUSTEE · 50–75% · indirect via THE WAHL FAMILY TRUST DTD 2/26/13 · control person
  • AddedWAHL, TIMOTHY, JOHN · TRUSTEE · 50–75% · indirect via THE WAHL FAMILY TRUST DTD 2/26/13 · control person
  • ChangedCOHEN, JED, MARSHALL · title MANAGING MEMBER → SENIOR MANAGING DIRECTOR
  • ChangedWAHL, TIMOTHY, JOHN · title MANAGING MEMBER → PRESIDENT
Jun 15, 2012 filing
  • AddedKAHN, DAVID, LARRY · CHIEF COMPLIANCE OFFICER · Less than 5%
  • ChangedWAHL, TIMOTHY, JOHN · title MANAGING MEMBER/CHIEF COMPLIANCE OFFICER → MANAGING MEMBER
Apr 11, 2012 filing (earliest on record)
  • ListedCOHEN, JED, MARSHALL · MANAGING MEMBER · 75% or more · control person
  • ListedWAHL, TIMOTHY, JOHN · MANAGING MEMBER/CHIEF COMPLIANCE OFFICER · 10–25% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 32 →

Top Trims

Show all 135 →

New Positions

Show all 17 →

Exited Positions

Show all 34 →

INVESTMENT HOUSE LLC Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 EA SERIES TRUST TIH 26824D795 $622.5M 27.64% 25,345,023 SH
2 APPLE INC AAPL 037833100 $104.7M 4.65% 314,278 SH
3 DELL TECHNOLOGIES INC DELL 24703L202 $94.9M 4.22% 176,488 SH
4 META PLATFORMS INC META 30303M102 $94.0M 4.18% 129,657 SH
5 ALPHABET INC GOOGL 02079K305 $84.7M 3.76% 246,207 SH
6 MICROSOFT CORP MSFT 594918104 $77.5M 3.44% 151,099 SH
7 AMAZON COM INC AMZN 023135106 $68.0M 3.02% 272,862 SH
8 NVIDIA CORPORATION NVDA 67066G104 $61.2M 2.72% 267,999 SH
9 ALPHABET INC GOOG 02079K107 $41.0M 1.82% 120,354 SH
10 NEBIUS GROUP N.V. NBIS N97284108 $35.4M 1.57% 149,913 SH
11 COSTCO WHOLESALE CORPORATION COST 22160K105 $35.3M 1.57% 38,755 SH
12 ELI LILLY & CO LLY 532457108 $34.7M 1.54% 30,026 SH
13 MERCADOLIBRE INC MELI 58733R102 $33.8M 1.50% 19,550 SH
14 MOLINA HEALTHCARE INC MOH 60855R100 $31.0M 1.38% 164,196 SH
15 CROWDSTRIKE HLDGS INC CRWD 22788C105 $26.6M 1.18% 100,495 SH
16 WILLIAMS SONOMA INC WSM 969904101 $24.8M 1.10% 108,633 SH
17 PROGRESSIVE CORP PGR 743315103 $24.1M 1.07% 116,471 SH
18 AMERICAN EXPRESS CO AXP 025816109 $23.5M 1.04% 77,120 SH
19 NU HLDGS LTD NU G6683N103 $21.4M 0.95% 1,692,187 SH
20 ADVANCED MICRO DEVICES INC AMD 007903107 $19.3M 0.86% 31,530 SH
21 TEXAS INSTRS INC TXN 882508104 $19.3M 0.86% 68,753 SH
22 INTERCONTINENTAL EXCHANGE IN ICE 45866F104 $18.6M 0.83% 122,375 SH
23 WASTE MGMT INC DEL WM 94106L109 $18.4M 0.82% 90,323 SH
24 JOHNSON & JOHNSON JNJ 478160104 $16.5M 0.73% 62,371 SH
25 SPROUTS FMRS MKT INC SFM 85208M102 $16.4M 0.73% 247,495 SH
26 MICRON TECHNOLOGY INC MU 595112103 $16.1M 0.72% 15,155 SH
27 EXPEDIA GROUP INC EXPE 30212P303 $15.9M 0.70% 60,282 SH
28 ISHARES TR IBB 464287556 $15.1M 0.67% 71,956 SH
29 QUALCOMM INC QCOM 747525103 $13.9M 0.62% 75,553 SH
30 ADOBE INC ADBE 00724F101 $12.8M 0.57% 53,423 SH
31 UNITEDHEALTH GROUP INC UNH 91324P102 $12.3M 0.55% 33,604 SH
32 SPDR SERIES TRUST XBI 78464A870 $11.9M 0.53% 75,235 SH
33 CUMMINS INC CMI 231021106 $11.8M 0.52% 22,833 SH
34 INTUITIVE SURGICAL INC ISRG 46120E602 $11.5M 0.51% 28,250 SH
35 ECOLAB INC ECL 278865100 $11.3M 0.50% 41,303 SH
36 INTUIT INTU 461202103 $10.8M 0.48% 39,345 SH
37 BOOKING HOLDINGS INC BKNG 09857L108 $10.8M 0.48% 66,350 SH
38 INTEL CORP INTC 458140100 $10.7M 0.48% 89,252 SH
39 AIRBNB INC ABNB 009066101 $10.6M 0.47% 66,180 SH
40 VISA INC V 92826C839 $10.4M 0.46% 28,958 SH
41 LOWES COS INC LOW 548661107 $10.1M 0.45% 54,648 SH
42 QXO INC QXO 82846H405 $10.0M 0.44% 855,460 SH
43 SEA LTD SE 81141R100 $10.0M 0.44% 102,478 SH
44 DEERE & CO DE 244199105 $9.9M 0.44% 14,688 SH
45 MOTOROLA SOLUTIONS INC MSI 620076307 $9.7M 0.43% 21,759 SH
46 VEEVA SYS INC VEEV 922475108 $9.4M 0.42% 33,070 SH
47 ALIGN TECHNOLOGY INC ALGN 016255101 $9.3M 0.41% 63,975 SH
48 APPLOVIN CORP APP 03831W108 $9.3M 0.41% 31,950 SH
49 EXPEDITORS INTL WASH INC EXPD 302130109 $9.0M 0.40% 48,714 SH
50 AUTODESK INC ADSK 052769106 $8.9M 0.39% 42,513 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-21 $2.25B 204 0001398344-26-018522
2026-06-30 2026-07-21 $1.92B 221 0001398344-26-012366
2026-06-30 2026-07-31 $2.21B 221 0001398344-26-013195
2026-03-31 2026-04-29 $1.92B 223 0001398344-26-007561
2025-12-31 2026-02-06 $2.10B 215 0001398344-26-002352
Filer Information
Address
210 AVENUE I
SUITE C
REDONDO BEACH, CA 90277
Phone
(310) 873-3024
Filing Manager
INVESTMENT HOUSE LLC
REDONDO BEACH, CA
Signatory
David L. Kahn
Compliance Officer