SEC 13F Intelligence

Managers / Q4 2022 · view latest →

INVESTMENT HOUSE LLC

CIK 0001566030 · 210 AVENUE I, SUITE C, REDONDO BEACH, CA, 90277 · (310) 873-3024

Reported Value
$1.07T
Q4 2022
Positions
170
Filings on Record
30
2019–present window
Filed
Feb 7, 2023
original filing

Summary

Investment House Llc reported $1.07T in U.S.-listed holdings across 170 positions for Q4 2022.

Its largest position, AAPL, represents 8.5% of the portfolio.

Compared with Q3 2022, the fund opened 11 new positions and exited 16.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $803MQ4 ’18Q1 ’19: $925MQ2 ’19: $955MQ3 ’19: $990MQ4 ’19: $1.1BQ4 ’19Q1 ’20: $879MQ2 ’20: $1.1BQ3 ’20: $1.3BQ4 ’20: $1.4BQ4 ’20Q1 ’21: $1.3BQ2 ’21: $1.4BQ3 ’21: $1.4BQ4 ’21: $1.6BQ4 ’21Q1 ’22: $1.4BQ2 ’22: $1.1BQ3 ’22: $1.1BQ4 ’22: $1.07TQ4 ’22Q1 ’23: $1.2BQ2 ’23: $1.3BQ3 ’23: $1.3BQ4 ’23: $1.4BQ4 ’23Q1 ’24: $1.7BQ2 ’24: $1.8BQ3 ’24: $1.9BQ4 ’24: $1.8BQ4 ’24Q1 ’25: $1.8BQ2 ’25: $2.0BQ3 ’25: $2.1BQ4 ’25: $2.1BQ4 ’25Q1 ’26: $1.9Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 89.7%Other: 6.1%ETP: 3.3%ADR: 0.9%MLP: 0.0%Other: 0.0%
  • Common Stock · 89.7% · $957.8B
  • Other · 6.1% · $65.3B
  • ETP · 3.3% · $35.3B
  • ADR · 0.9% · $9.5B
  • MLP · 0.0% · $308M
  • Other · 0.0% · $153M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2022

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.9B223Apr 29, 202613F-HRchanges · EDGAR ↗
Q4 2025$2.1B215Feb 6, 202613F-HRchanges · EDGAR ↗
Q3 2025$2.1B223Oct 31, 202513F-HRchanges · EDGAR ↗
Q2 2025$2.0B216Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.8B213May 8, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.8B199Feb 11, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.9B206Nov 7, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.8B203Jul 22, 202413F-HRchanges · EDGAR ↗
Q1 2024$1.7B211May 2, 202413F-HRchanges · EDGAR ↗
Q4 2023$1.4B191Feb 5, 202413F-HRchanges · EDGAR ↗
Q3 2023$1.3B180Nov 9, 202313F-HRchanges · EDGAR ↗
Q2 2023$1.3B187Aug 8, 202313F-HRchanges · EDGAR ↗
Q1 2023$1.2B182May 9, 202313F-HRchanges · EDGAR ↗
Q4 2022$1.07T170Feb 7, 202313F-HRchanges · EDGAR ↗
Q3 2022$1.1B175Oct 31, 202213F-HRchanges · EDGAR ↗
Q2 2022$1.1B165Aug 9, 202213F-HRchanges · EDGAR ↗
Q1 2022$1.4B172Apr 14, 202213F-HRchanges · EDGAR ↗
Q4 2021$1.6B179Feb 9, 202213F-HRchanges · EDGAR ↗
Q3 2021$1.4B186Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$1.4B195Jul 20, 202113F-HRchanges · EDGAR ↗
Q1 2021$1.3B190May 6, 202113F-HRchanges · EDGAR ↗
Q4 2020$1.4B219Jan 13, 202113F-HRchanges · EDGAR ↗
Q3 2020$1.3B204Nov 6, 202013F-HRchanges · EDGAR ↗
Q2 2020$1.1B189Jul 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$879M171Apr 8, 202013F-HRchanges · EDGAR ↗
Q4 2019$1.1B224Feb 5, 202013F-HRchanges · EDGAR ↗
Q3 2019$990M196Nov 12, 201913F-HRchanges · EDGAR ↗
Q2 2019$955M194Aug 5, 201913F-HRchanges · EDGAR ↗
Q1 2019$925M180May 3, 201913F-HRchanges · EDGAR ↗
Q4 2018$803M169Feb 6, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.