$1.42 Billion is the total value of INVESTMENT HOUSE LLC's 219 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | New | VANGUARD INDEX FDS | $12,029,000 | – | 35,000 | +100.0% | 0.84% | – |
| New | AMAZON COM INCcall | $6,513,000 | – | 2,000 | +100.0% | 0.46% | – | |
| GM | New | GENERAL MTRS CO | $4,753,000 | – | 114,148 | +100.0% | 0.33% | – |
| IPOC | New | SOCIAL CAP HEDSPIA HLDG CO I | $3,782,000 | – | 225,550 | +100.0% | 0.27% | – |
| LNG | New | CHENIERE ENERGY INC | $3,440,000 | – | 57,300 | +100.0% | 0.24% | – |
| GE | New | GENERAL ELECTRIC CO | $2,879,000 | – | 266,619 | +100.0% | 0.20% | – |
| LVS | New | LAS VEGAS SANDS CORP | $2,006,000 | – | 33,656 | +100.0% | 0.14% | – |
| GOL | New | GOL LINHAS AEREAS INTLG S Aspon adr pfd new | $1,393,000 | – | 141,900 | +100.0% | 0.10% | – |
| STPK | New | STAR PEAK ENERGY TRANSITIONcl a | $1,156,000 | – | 56,500 | +100.0% | 0.08% | – |
| CARG | New | CARGURUS INC | $1,027,000 | – | 32,380 | +100.0% | 0.07% | – |
| CIIC | New | CIIG MERGER CORP | $829,000 | – | 29,475 | +100.0% | 0.06% | – |
| TWOU | New | 2U INC | $828,000 | – | 20,700 | +100.0% | 0.06% | – |
| RIDE | New | LORDSTOWN MOTORS CORP | $809,000 | – | 40,310 | +100.0% | 0.06% | – |
| DM | New | DESKTOP METAL INC | $809,000 | – | 47,025 | +100.0% | 0.06% | – |
| HA | New | HAWAIIAN HOLDINGS INC | $769,000 | – | 43,470 | +100.0% | 0.05% | – |
| GDXJ | New | VANECK VECTORS ETF TRjr gold miners e | $651,000 | – | 12,010 | +100.0% | 0.05% | – |
| GAN | New | GAN LTD | $507,000 | – | 25,000 | +100.0% | 0.04% | – |
| KRE | New | SPDR SER TRs&p regl bkg | $489,000 | – | 9,410 | +100.0% | 0.03% | – |
| SLV | New | ISHARES SILVER TRUSTishares | $485,000 | – | 19,745 | +100.0% | 0.03% | – |
| EOSE | New | EOS ENERGY ENTERPRISES INC | $458,000 | – | 22,000 | +100.0% | 0.03% | – |
| TAN | New | INVESCO EXCHANGE-TRADED FD Tsolar etf | $430,000 | – | 4,180 | +100.0% | 0.03% | – |
| PXD | New | PIONEER NAT RES CO | $342,000 | – | 3,000 | +100.0% | 0.02% | – |
| WFC | New | WELLS FARGO CO NEW | $313,000 | – | 10,356 | +100.0% | 0.02% | – |
| ZS | New | ZSCALER INC | $273,000 | – | 1,365 | +100.0% | 0.02% | – |
| SCHW | New | SCHWAB CHARLES CORP | $242,000 | – | 4,556 | +100.0% | 0.02% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $223,000 | – | 4,262 | +100.0% | 0.02% | – |
| OMC | New | OMNICOM GROUP INC | $223,000 | – | 3,582 | +100.0% | 0.02% | – |
| SWK | New | STANLEY BLACK & DECKER INC | $208,000 | – | 1,167 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 42 | Q3 2023 | 10.0% |
| FACEBOOK INC | 42 | Q3 2023 | 5.6% |
| MICROSOFT CORP | 42 | Q3 2023 | 6.0% |
| INTUIT | 42 | Q3 2023 | 4.9% |
| ADOBE SYSTEMS INCORPORATED | 42 | Q3 2023 | 4.3% |
| AMAZON.COM INC | 42 | Q3 2023 | 4.3% |
| SCOTTS MIRACLE-GRO CO | 42 | Q3 2023 | 3.8% |
| COSTCO WHSL CORP NEW | 42 | Q3 2023 | 3.1% |
| ACCENTURE PLC IRELAND | 42 | Q3 2023 | 2.6% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 2.1% |
View INVESTMENT HOUSE LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-10-31 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-04-14 |
| 13F-HR | 2022-02-09 |
| 13F-HR | 2021-11-12 |
View INVESTMENT HOUSE LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.