Investment House LLC has disclosed its latest investment holdings in a 13F filing, revealing a total portfolio value of approximately $2.25 billion as of September 30, 2026. This filing is significant as it provides insights into the company’s investment strategy and its positions across various sectors.
The report indicates that Investment House LLC is actively managing a diverse portfolio, with substantial investments in major companies across technology, healthcare, and consumer goods. The filing underscores the growing influence of institutional investors like Investment House LLC in shaping market trends and investment strategies.
Background
Investment House LLC is a registered investment advisor based in Redondo Beach, California. The company focuses on managing investment portfolios for clients, utilizing various strategies to maximize returns. According to the SEC filings, the company is categorized under the entity type 'other' and has been active in filing 13F reports, with the most recent one submitted on October 21, 2026.
What the Filing Says
The 13F filing reveals that Investment House LLC reported a total of 204 holdings with a combined value of $2,251,907,780. The filing indicates that the company has exercised sole investment discretion over these holdings, reflecting its strategy to manage investments independently. Notably, the filing includes positions in prominent companies such as Accenture PLC, Johnson Controls International, and Medtronic PLC.
Impact
This filing may affect various stakeholders, including clients and potential investors, as it provides transparency into Investment House LLC’s investment decisions. Additionally, the filing highlights the competitive landscape in the investment management industry, particularly with competitors like Empowered Funds, LLC also mentioned in the report.
What's Next
The filing does not specify any upcoming actions or events related to the reported holdings. However, it is expected that Investment House LLC will continue to monitor and adjust its portfolio in response to market conditions and investment opportunities.