Holdings of INVESTMENT HOUSE LLC
206 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 40.9 % of the equity sleeve
Sector breakdown
- Technology 29.7 %
- Communication 13.9 %
- Consumer discretionary 11.3 %
- Health care 9.2 %
- Industrials 8.4 %
- Financials 7.7 %
- Consumer staples 5.9 %
- Materials 1.5 %
- Energy 0.3 %
- Utilities 0.3 %
- Funds 0.2 %
- Unattributed 11.6 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.5 %
- NL 0.2 %
- TW 0.2 %
- KY 0.1 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 203 | 1.8B $ | 99.52 % |
| 2 | NL | 1 | 3.9M $ | 0.22 % |
| 3 | TW | 1 | 3.1M $ | 0.17 % |
| 4 | KY | 1 | 1.6M $ | 0.09 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 201 | Altria Group, Inc. | 3,115 | 205.6K $ | |
| 202 | DXC Technology Co | 15,000 | 188.6K $ | |
| 203 | HYPERION DEFI INC | 51,875 | 179K $ | |
| 204 | FS KKR Capital Corp | 17,237 | 175.5K $ | |
| 205 | HYPERLIQUID STRATEGIES INC | 15,000 | 76.4K $ | |
| 206 | Allogene Therapeutics Inc | 16,529 | 40.3K $ |