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Portfolio (Quarterly) Guide ↗

INVESTMENT HOUSE LLC

· CIK 0001566030
13F Portfolio $2.1B AUM Filed Oct 31, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 223 New
Page 9 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IHF ISHARES TR 14,620.0 $722K 0.03% NEW $49.39 +3.1%
162 SBUX STARBUCKS CORP Consumer Cyclical 8,390.0 $710K 0.03% NEW $84.60 +25.8%
163 CVS CVS HEALTH CORP Healthcare 8,715.0 $657K 0.03% NEW $75.39 +28.9%
164 XHB SPDR SERIES TRUST 5,851.0 $648K 0.03% NEW $110.80 -13.1%
165 NOW SERVICENOW INC Technology 673.0 $619K 0.03% NEW $920.28 -90.2%
166 BMY BRISTOL-MYERS SQUIBB CO Healthcare 13,722.0 $619K 0.03% NEW $45.10 +26.4%
167 DIS DISNEY WALT CO Communication Services 5,370.0 $615K 0.03% NEW $114.50 -7.9%
168 LPX LOUISIANA PAC CORP Basic Materials 6,859.0 $609K 0.03% NEW $88.84 -17.2%
169 PBE INVESCO EXCHANGE TRADED FD T 8,580.0 $599K 0.03% NEW $69.87 +15.9%
170 AEP AMERICAN ELEC PWR CO INC Utilities 5,316.0 $598K 0.03% NEW $112.50 +11.2%
171 PLTR PALANTIR TECHNOLOGIES INC Technology 3,259.0 $595K 0.03% NEW $182.42 -26.7%
172 MOH MOLINA HEALTHCARE INC Healthcare 3,000.0 $574K 0.03% NEW $191.36 -2.4%
173 GPN GLOBAL PMTS INC Industrials 6,835.0 $568K 0.03% NEW $83.08 -19.0%
174 EIX EDISON INTL Utilities 10,078.0 $557K 0.03% NEW $55.28 +28.0%
175 NFLX NETFLIX INC Communication Services 460.0 $552K 0.03% NEW $1198.92 -92.7%
176 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 2,115.0 $546K 0.03% NEW $258.36 -6.2%
177 EDU NEW ORIENTAL ED & TECHNOLOGY Consumer Defensive 10,000.0 $531K 0.03% NEW $53.07 -2.3%
178 ETH GRAYSCALE ETHEREUM MINI TR E Financial Services 13,374.0 $524K 0.03% NEW $39.18 -45.3%
179 SHW SHERWIN WILLIAMS CO Basic Materials 1,500.0 $519K 0.03% NEW $346.26 -10.7%
180 VZ VERIZON COMMUNICATIONS INC Communication Services 11,766.0 $517K 0.03% NEW $43.95 +7.1%
Page 9 of 12  ·  223 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.3%
Consumer Cyclical 15.0%
Communication Services 14.4%
Healthcare 9.7%
Industrials 9.4%
Financial Services 8.9%
Consumer Defensive 4.6%
Basic Materials 1.4%
Utilities 0.2%
Energy 0.1%