Portfolio (Quarterly) Guide ↗

INVESTMENT HOUSE LLC

· CIK 0001566030

13F Portfolio $2.1B AUM 215 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 14 New 38 Added 88 Reduced 22 Exited

Page 2 of 2 · 22 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	PAG	PENSKE AUTOMOTIVE GRP INC	Consumer Cyclical	1,160	$202K	0.01%	SOLD
22	—	SONNET BIOTHERAPEUTC HLDNG I	—	10,625	$49K	0.00%	SOLD

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Sector Allocation

Technology 33.5%

Communication Services 15.5%

Consumer Cyclical 14.2%

Healthcare 11.7%

Financial Services 10.3%

Industrials 8.7%

Consumer Defensive 4.2%

Basic Materials 1.1%

Energy 0.5%

Utilities 0.2%