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Portfolio (Quarterly) Guide ↗

INVESTMENT HOUSE LLC

· CIK 0001566030
13F Portfolio $2.2B AUM 221 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 26 New 34 Added 127 Reduced
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLE SELECT SECTOR SPDR TR 9,238.0 $491K 0.02% NEW $53.11 +17.6%
22 CROX CROCS INC Consumer Cyclical 3,040.0 $367K 0.02% NEW $120.64 +2.5%
23 SMH VANECK ETF TRUST 521.0 $342K 0.01% NEW $655.89 -9.1%
24 MO ALTRIA GROUP INC Consumer Defensive 4,117.0 $296K 0.01% NEW $71.95 -4.8%
25 PM PHILIP MORRIS INTL INC Consumer Defensive 1,519.0 $275K 0.01% NEW $180.94 +3.6%
26 WAGN PROFESIONALLY MANAGED PORTFO 12,414.0 $171K 0.01% NEW $13.76 +11.1%
Page 2 of 2  ·  26 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.9%
Consumer Cyclical 14.3%
Healthcare 13.0%
Communication Services 11.5%
Financial Services 9.0%
Industrials 8.8%
Consumer Defensive 5.6%
Basic Materials 1.2%
Energy 0.5%
Utilities 0.3%