Investment House 13F annual report
Investment House is an investment fund managing more than $1.75 trillion ran by David Kahn. There are currently 198 companies in Mr. Kahn’s portfolio. The largest investments include Apple Inc and Microsoft, together worth $240 billion.
$1.75 trillion Assets Under Management (AUM)
As of 15th July 2024, Investment House’s top holding is 627,827 shares of Apple Inc currently worth over $132 billion and making up 7.5% of the portfolio value.
Relative to the number of outstanding shares of Apple Inc, Investment House owns more than approximately 0.1% of the company.
In addition, the fund holds 241,420 shares of Microsoft worth $108 billion, whose value grew 10.2% in the past six months.
The third-largest holding is Meta Platforms Inc worth $95.7 billion and the next is NVIDIA Corp worth $79.8 billion, with 645,580 shares owned.
Currently, Investment House's portfolio is worth at least $1.75 trillion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Investment House
The Investment House office and employees reside in Redondo Beach, California. According to the last 13-F report filed with the SEC, David Kahn serves as the Compliance Officer at Investment House.
Recent trades
In the most recent 13F filing, Investment House revealed that it had opened a new position in
Dell Technologies Inc and bought 39,710 shares worth $5.48 billion.
This means they effectively own approximately 0.1% of the company.
Dell Technologies Inc makes up
0.9%
of the fund's Technology sector allocation and has decreased its share price by approximately 0.1% in the past year.
The investment fund also strengthened its position in Microsoft by buying
52,395 additional shares.
This makes their stake in Microsoft total 241,420 shares worth $108 billion.
Microsoft dropped approximately 0.1% in the past year.
On the other hand, there are companies that Investment House is getting rid of from its portfolio.
Investment House closed its position in Exxon Mobil on 22nd July 2024.
It sold the previously owned 18,109 shares for $1.81 billion.
David Kahn also disclosed a decreased stake in Apple Inc by approximately 0.1%.
This leaves the value of the investment at $132 billion and 627,827 shares.
One of the largest hedge funds
The two most similar investment funds to Investment House are Northeast Consultants Inc and Rice Hall James & Associates. They manage $1.75 trillion and $1.75 trillion respectively.
David Kahn investment strategy
Investment House’s portfolio is diversified across 12 sectors.
Currently, their heaviest sector is Technology — making up 35.9% of
the total portfolio value.
The fund focuses on investments in the United States as
61.6% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
57% of the total holdings value.
On the other hand, small-cap stocks make up only 1.5% of the portfolio.
The average market cap of the portfolio companies is close to $135 billion.
The complete list of Investment House trades based on 13F SEC filings
These positions were updated on July 22nd based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Apple Inc |
2.62%
627,827
|
$132,232,863,000 | 7.54% |
| Microsoft Corporation |
27.72%
241,420
|
$107,902,520,000 | 6.16% |
| Meta Platforms Inc |
10.79%
189,831
|
$95,716,754,000 | 5.46% |
| NVIDIA Corp |
829.05%
645,580
|
$79,754,958,000 | 4.55% |
| Amazon.com Inc. |
2.16%
332,353
|
$64,227,281,000 | 3.66% |
| Alphabet Inc |
3.60%
587,924
|
$107,399,727,000 | 6.13% |
| Intuit Inc |
6.20%
93,982
|
$61,765,691,000 | 3.52% |
| Costco Whsl Corp New |
1.61%
67,554
|
$57,419,941,000 | 3.28% |
| Adobe Inc |
2.92%
90,024
|
$50,011,931,000 | 2.85% |
| Lilly Eli & Co |
1.08%
48,669
|
$44,063,660,000 | 2.51% |
| Nu Hldgs Ltd |
20.98%
2,396,515
|
$30,891,083,000 | 1.76% |
| Motorola Solutions Inc |
10.14%
78,707
|
$30,384,836,000 | 1.73% |
| Accenture Plc Ireland |
2.65%
93,736
|
$28,440,540,000 | 1.62% |
| Waste Mgmt Inc Del |
10.17%
132,677
|
$28,305,382,000 | 1.62% |
| Intercontinental Exchange In |
0.64%
174,149
|
$23,839,302,000 | 1.36% |
| Qualcomm, Inc. |
8.42%
118,798
|
$23,662,119,000 | 1.35% |
| Texas Instrs Inc |
7.34%
121,200
|
$23,577,101,000 | 1.35% |
| American Express Co. |
7.86%
98,101
|
$22,715,209,000 | 1.30% |
| MercadoLibre Inc |
27.97%
13,409
|
$22,035,802,000 | 1.26% |
| Paychex Inc. |
8.87%
181,559
|
$21,525,674,000 | 1.23% |
| Automatic Data Processing In |
8.06%
87,847
|
$20,968,200,000 | 1.20% |
| Lowes Cos Inc |
25.83%
75,958
|
$16,745,756,000 | 0.96% |
| Merck & Co Inc |
10.21%
134,871
|
$16,697,030,000 | 0.95% |
| Williams-Sonoma, Inc. |
26.77%
56,794
|
$16,036,827,000 | 0.92% |
| Edwards Lifesciences Corp |
11.03%
173,503
|
$16,026,472,000 | 0.91% |
| Ecolab, Inc. |
2.44%
66,287
|
$15,776,385,000 | 0.90% |
| Autodesk Inc. |
14.88%
63,322
|
$15,668,946,000 | 0.89% |
| Zoetis Inc |
12.58%
89,645
|
$15,540,857,000 | 0.89% |
| Booking Holdings Inc |
17.06%
3,787
|
$15,002,201,000 | 0.86% |
| Church & Dwight Co., Inc. |
1.71%
144,436
|
$14,975,159,000 | 0.85% |
| Visa Inc |
45.59%
56,233
|
$14,759,476,000 | 0.84% |
| Charles Riv Labs Intl Inc |
0.56%
68,505
|
$14,151,837,000 | 0.81% |
| Stryker Corp. |
7.10%
39,461
|
$13,426,605,000 | 0.77% |
| Deere & Co. |
9.38%
35,463
|
$13,250,040,000 | 0.76% |
| Fedex Corp |
4.92%
43,832
|
$13,142,609,000 | 0.75% |
| Intuitive Surgical Inc |
0.35%
28,625
|
$12,733,831,000 | 0.73% |
| Union Pac Corp |
15.90%
54,294
|
$12,284,485,000 | 0.70% |
| Grainger W W Inc |
2.78%
13,099
|
$11,818,442,000 | 0.67% |
| Johnson & Johnson |
8.05%
76,550
|
$11,188,548,000 | 0.64% |
| Crowdstrike Holdings Inc |
0.26%
28,970
|
$11,101,014,000 | 0.63% |
| Ishares Tr |
12.83%
99,089
|
$12,410,180,000 | 0.71% |
| AMGEN Inc. |
16.78%
33,171
|
$10,364,279,000 | 0.59% |
| HP Inc |
26.20%
289,050
|
$10,122,531,000 | 0.58% |
| Sea Ltd |
37.85%
132,377
|
$9,454,341,000 | 0.54% |
| Abbvie Inc |
0.19%
54,697
|
$9,381,629,000 | 0.54% |
| Mastercard Incorporated |
21.92%
21,188
|
$9,347,297,000 | 0.53% |
| Oracle Corp. |
0.66%
64,211
|
$9,066,593,000 | 0.52% |
| Bk Of America Corp |
12.89%
227,217
|
$9,036,404,000 | 0.52% |
| PayPal Holdings Inc |
17.15%
153,275
|
$8,894,529,000 | 0.51% |
| Autonation Inc. |
59.50%
55,425
|
$8,833,637,000 | 0.50% |
| Novartis A G |
1.73%
82,429
|
$8,775,391,000 | 0.50% |
| Global Pmts Inc |
32.01%
90,650
|
$8,765,823,000 | 0.50% |
| Cummins Inc. |
27.34%
31,096
|
$8,611,414,000 | 0.49% |
| Trimble Inc |
8.70%
153,035
|
$8,557,717,000 | 0.49% |
| Walmart Inc |
192.47%
117,078
|
$7,927,351,000 | 0.45% |
| Fastenal Co. |
0.52%
120,542
|
$7,574,859,000 | 0.43% |
| Expeditors Intl Wash Inc |
14.48%
59,484
|
$7,423,008,000 | 0.42% |
| Constellation Brands, Inc. |
21.48%
27,874
|
$7,171,423,000 | 0.41% |
| Pepsico Inc |
21.92%
40,465
|
$6,673,973,000 | 0.38% |
| Mondelez International Inc. |
27.33%
96,941
|
$6,343,819,000 | 0.36% |
| United Parcel Service, Inc. |
1.97%
44,310
|
$6,063,865,000 | 0.35% |
| Norfolk Southern Corp. |
0.43%
26,558
|
$5,701,630,000 | 0.33% |
| Nike, Inc. |
0.56%
74,802
|
$5,637,827,000 | 0.32% |
| Linde Plc. |
9.66%
12,776
|
$5,606,237,000 | 0.32% |
| Dell Technologies Inc |
Opened
39,710
|
$5,476,406,000 | 0.31% |
| Home Depot, Inc. |
0.84%
15,433
|
$5,312,759,000 | 0.30% |
| RH |
34.38%
21,143
|
$5,168,195,000 | 0.29% |
| Dow Inc |
63.27%
96,456
|
$5,116,991,000 | 0.29% |
| D.R. Horton Inc. |
168.26%
35,649
|
$5,024,014,000 | 0.29% |
| Uber Technologies Inc |
30.70%
68,775
|
$4,998,567,000 | 0.29% |
| Cisco Sys Inc |
34.39%
105,041
|
$4,990,514,000 | 0.28% |
| Micron Technology Inc. |
590.65%
36,784
|
$4,838,200,000 | 0.28% |
| Unitedhealth Group Inc |
0.84%
9,475
|
$4,825,239,000 | 0.28% |
| Ishares Short Treasury |
2.10%
43,645
|
$4,822,773,000 | 0.28% |
| Square Inc |
12.40%
72,663
|
$4,686,037,000 | 0.27% |
| Berkshire Hathaway Inc. |
31.79%
11,443
|
$4,655,012,000 | 0.27% |
| Waters Corp. |
1.50%
15,282
|
$4,433,614,000 | 0.25% |
| Scotts Miracle-Gro Company |
0.05%
61,545
|
$4,004,118,000 | 0.23% |
| Mcdonalds Corp |
131.31%
14,533
|
$3,703,590,000 | 0.21% |
| Danaher Corp. |
70.45%
14,686
|
$3,669,297,000 | 0.21% |
| Expedia Group Inc |
Opened
28,263
|
$3,560,897,000 | 0.20% |
| Thermo Fisher Scientific Inc. |
68.00%
6,033
|
$3,336,433,000 | 0.19% |
| Medtronic Plc |
198.06%
41,425
|
$3,260,535,000 | 0.19% |
| Chipotle Mexican Grill |
5,028.97%
51,700
|
$3,239,005,000 | 0.18% |
| Analog Devices Inc. |
1.46%
13,880
|
$3,168,249,000 | 0.18% |
| PVH Corp |
Opened
28,935
|
$3,063,348,000 | 0.17% |
| Salesforce Com Inc |
412.04%
11,741
|
$3,018,611,000 | 0.17% |
| Sysco Corp. |
6.91%
40,411
|
$2,884,913,000 | 0.16% |
| Ccc Intelligent Solutions Hl |
Opened
251,750
|
$2,796,943,000 | 0.16% |
| Corpay Inc |
Opened
10,310
|
$2,746,687,000 | 0.16% |
| Kenvue Inc |
75.49%
147,012
|
$2,672,678,000 | 0.15% |
| Abbott Labs |
2.85%
25,562
|
$2,656,147,000 | 0.15% |
| O Reilly Automotive Inc |
Opened
2,408
|
$2,542,992,000 | 0.15% |
| International Business Machs |
245.56%
14,600
|
$2,525,070,000 | 0.14% |
| Alibaba Group Hldg Ltd |
Opened
34,540
|
$2,486,880,000 | 0.14% |
| Disney Walt Co |
296.68%
24,495
|
$2,432,109,000 | 0.14% |
| Garmin Ltd |
263.35%
14,625
|
$2,382,705,000 | 0.14% |
| Yum Brands Inc. |
3.97%
17,723
|
$2,347,589,000 | 0.13% |
| Ralph Lauren Corp |
Opened
11,745
|
$2,056,080,000 | 0.12% |
| Corning, Inc. |
4.32%
51,966
|
$2,018,879,000 | 0.12% |
| Toll Brothers Inc. |
0.57%
17,356
|
$1,999,064,000 | 0.11% |
| Advance Auto Parts Inc |
Opened
31,306
|
$1,982,609,000 | 0.11% |
| Stellantis N.V |
5.85%
97,550
|
$1,936,368,000 | 0.11% |
| Boeing Co. |
Opened
10,574
|
$1,924,574,000 | 0.11% |
| UBS Group AG |
Opened
64,818
|
$1,914,724,000 | 0.11% |
| Bristol-Myers Squibb Co. |
127.03%
45,395
|
$1,885,254,000 | 0.11% |
| Caterpillar Inc. |
No change
5,623
|
$1,873,021,000 | 0.11% |
| Fidelity Natl Information Sv |
Opened
24,177
|
$1,821,979,000 | 0.10% |
| Exxon Mobil Corp. |
Closed
18,109
|
$1,810,538,000 | |
| General Mtrs Co |
Closed
50,110
|
$1,799,951,000 | |
| Broadcom Inc. |
4.83%
1,083
|
$1,738,789,000 | 0.10% |
| AECOM |
14.66%
18,971
|
$1,672,104,000 | 0.10% |
| Taiwan Semiconductor Mfg Ltd |
79.09%
9,583
|
$1,665,621,000 | 0.10% |
| Procter & Gamble Co. |
0.82%
9,461
|
$1,560,308,000 | 0.09% |
| NextEra Energy Inc |
0.47%
21,350
|
$1,511,794,000 | 0.09% |
| Coca-Cola Co |
3.08%
23,585
|
$1,501,185,000 | 0.09% |
| Consol Energy Inc |
Closed
14,777
|
$1,485,532,000 | |
| Vanguard Scottsdale Fds |
Opened
24,591
|
$1,418,409,000 | 0.08% |
| Blackrock Inc. |
No change
1,795
|
$1,413,239,000 | 0.08% |
| Ishares Tr |
Opened
15,276
|
$1,402,031,000 | 0.08% |
| Snowflake Inc. |
Opened
9,950
|
$1,344,146,000 | 0.08% |
| Trade Desk Inc |
Closed
18,535
|
$1,333,779,000 | |
| Warner Bros.Discovery Inc |
Opened
174,324
|
$1,296,971,000 | 0.07% |
| Marvell Technology Group Ltd |
1.49%
18,125
|
$1,266,938,000 | 0.07% |
| AT&T Inc. |
39.64%
66,052
|
$1,262,254,000 | 0.07% |
| JPMorgan Chase & Co. |
69.94%
6,192
|
$1,252,394,000 | 0.07% |
| Lithia Motors, Inc. |
22.05%
4,928
|
$1,244,074,000 | 0.07% |
| Gilead Sciences, Inc. |
2.81%
17,297
|
$1,186,747,000 | 0.07% |
| Agilent Technologies Inc. |
No change
9,020
|
$1,169,263,000 | 0.07% |
| Pinduoduo Inc |
Closed
7,904
|
$1,156,434,000 | |
| CVS Health Corp |
201.52%
18,815
|
$1,111,214,000 | 0.06% |
| Coupang, Inc. |
66.69%
51,850
|
$1,086,258,000 | 0.06% |
| Tesla Inc |
36.54%
5,350
|
$1,058,658,000 | 0.06% |
| Lennar Corp. |
1.06%
6,992
|
$1,047,891,000 | 0.06% |
| Applovin Corp |
Opened
12,240
|
$1,018,613,000 | 0.06% |
| Vanguard Index Fds |
Closed
4,618
|
$985,158,000 | |
| Ulta Beauty Inc |
Opened
2,447
|
$944,224,000 | 0.05% |
| Diamondback Energy Inc |
Closed
6,000
|
$930,480,000 | |
| Starbucks Corp. |
38.77%
11,840
|
$921,744,000 | 0.05% |
| Tjx Cos Inc New |
4.59%
8,217
|
$904,692,000 | 0.05% |
| Colgate-Palmolive Co. |
2.19%
8,940
|
$867,538,000 | 0.05% |
| Azek Co Inc |
6.54%
20,350
|
$857,346,000 | 0.05% |
| Cheniere Energy Inc. |
Closed
5,000
|
$853,550,000 | |
| Trane Technologies plc |
No change
2,400
|
$789,432,000 | 0.05% |
| 3M Co. |
16.42%
7,693
|
$786,148,000 | 0.04% |
| Biogen Inc |
No change
3,269
|
$757,820,000 | 0.04% |
| Idexx Labs Inc |
No change
1,550
|
$755,160,000 | 0.04% |
| Maplebear Inc |
50.18%
23,320
|
$749,505,000 | 0.04% |
| Select Sector Spdr Tr |
11.28%
10,850
|
$739,319,000 | 0.04% |
| Regeneron Pharmaceuticals, Inc. |
No change
699
|
$734,670,000 | 0.04% |
| Pfizer Inc. |
5.68%
25,305
|
$708,046,000 | 0.04% |
| New York Cmnty Bancorp Inc |
Opened
219,480
|
$706,726,000 | 0.04% |
| Spdr S&p 500 Etf Tr |
50.74%
1,292
|
$703,043,000 | 0.04% |
| Edison Intl |
9.54%
9,717
|
$697,760,000 | 0.04% |
| Valaris Ltd |
Closed
10,000
|
$685,700,000 | |
| Donaldson Co. Inc. |
No change
9,400
|
$672,664,000 | 0.04% |
| Service Now Inc |
Opened
855
|
$672,603,000 | 0.04% |
| Alps Etf Tr |
Closed
15,810
|
$672,241,000 | |
| Fiverr Intl Ltd |
Opened
27,775
|
$650,768,000 | 0.04% |
| EBay Inc. |
4.11%
11,675
|
$627,181,000 | 0.04% |
| Whirlpool Corp. |
79.78%
5,850
|
$597,870,000 | 0.03% |
| WEC Energy Group Inc |
No change
7,300
|
$572,758,000 | 0.03% |
| Intel Corp. |
22.00%
18,439
|
$571,064,000 | 0.03% |
| Clorox Co. |
101.94%
4,160
|
$567,715,000 | 0.03% |
| Wingstop Inc |
1.85%
1,330
|
$562,138,000 | 0.03% |
| Kraneshares Csi China |
Closed
20,000
|
$540,000,000 | |
| Select Sector Spdr Tr |
Closed
6,423
|
$538,504,000 | |
| Verizon Communications Inc |
11.37%
12,567
|
$518,263,000 | 0.03% |
| Goldman Sachs Group, Inc. |
4.09%
1,145
|
$517,906,000 | 0.03% |
| Spdr Ser Tr |
Opened
19,800
|
$496,782,000 | 0.03% |
| Invesco Exchange Traded Fd T |
64.19%
7,635
|
$494,852,000 | 0.03% |
| Invesco S&p 500 Equal |
32.76%
2,982
|
$489,883,000 | 0.03% |
| American Elec Pwr Co Inc |
8.72%
5,233
|
$459,143,000 | 0.03% |
| Sherwin-Williams Co. |
No change
1,500
|
$447,645,000 | 0.03% |
| Vanguard World Fd |
Opened
3,000
|
$443,760,000 | 0.03% |
| Target Corp |
6.67%
2,800
|
$414,512,000 | 0.02% |
| Charles Schwab Corp. |
87.47%
5,590
|
$411,927,000 | 0.02% |
| Palo Alto Networks Inc |
Opened
1,165
|
$394,947,000 | 0.02% |
| Louisiana-Pacific Corp. |
80.74%
4,769
|
$392,632,000 | 0.02% |
| Vertex Pharmaceutical Com |
42.24%
825
|
$386,694,000 | 0.02% |
| Illinois Tool Wks Inc |
No change
1,600
|
$379,136,000 | 0.02% |
| Shopify Inc |
7.06%
5,690
|
$375,825,000 | 0.02% |
| Advanced Micro Devices Inc. |
84.24%
2,250
|
$364,973,000 | 0.02% |
| Peabody Energy Corporatio |
Closed
15,000
|
$364,800,000 | |
| Fleetcor Technologies Inc |
Closed
1,290
|
$364,567,000 | |
| Raytheon Technologies Corp |
No change
3,540
|
$355,381,000 | 0.02% |
| SEI Investments Co. |
No change
5,432
|
$351,396,000 | 0.02% |
| The Southern Co. |
0.70%
4,455
|
$345,605,000 | 0.02% |
| Electronic Arts, Inc. |
2.99%
2,435
|
$339,269,000 | 0.02% |
| Quest Diagnostics, Inc. |
No change
2,475
|
$338,778,000 | 0.02% |
| Carrier Global Corporation |
Closed
5,725
|
$328,901,000 | |
| Take-two Interactive Softwar |
88.03%
2,100
|
$326,529,000 | 0.02% |
| Honeywell International Inc |
No change
1,500
|
$320,310,000 | 0.02% |
| FS KKR Capital Corp |
3.65%
15,586
|
$307,512,000 | 0.02% |
| DXC Technology Co |
Opened
16,035
|
$306,108,000 | 0.02% |
| Conoco Phillips |
3.60%
2,675
|
$305,967,000 | 0.02% |
| Ford Motor Co. |
58.33%
23,750
|
$297,825,000 | 0.02% |
| Brinks Co |
4.00%
2,730
|
$279,552,000 | 0.02% |
| Palantir Technologies Inc. |
Opened
10,720
|
$271,538,000 | 0.02% |
| Ishares Inc |
Closed
4,107
|
$269,132,000 | |
| Invesco Exch Traded Fd Tr Ii |
Closed
5,030
|
$268,351,000 | |
| Icon Plc |
No change
855
|
$268,017,000 | 0.02% |
| Daqo New Energy Corp |
Closed
10,000
|
$266,000,000 | |
| Wells Fargo Co New |
Opened
4,254
|
$252,645,000 | 0.01% |
| Novo-nordisk A S |
Opened
1,750
|
$249,795,000 | 0.01% |
| Netflix Inc. |
Opened
370
|
$249,706,000 | 0.01% |
| RPM International, Inc. |
9.90%
2,275
|
$244,972,000 | 0.01% |
| Us Bancorp Del |
3.16%
6,125
|
$243,163,000 | 0.01% |
| Iron Mtn Inc Del |
Opened
2,700
|
$241,974,000 | 0.01% |
| Wisdomtree Tr |
32.89%
4,521
|
$227,452,000 | 0.01% |
| Applied Matls Inc |
Opened
950
|
$224,191,000 | 0.01% |
| Baxter International Inc. |
Closed
5,761
|
$222,720,000 | |
| Omnicom Group, Inc. |
30.00%
2,450
|
$219,765,000 | 0.01% |
| Indaptus Therapeutics Inc |
No change
102,437
|
$217,166,000 | 0.01% |
| M & T Bank Corp |
Opened
1,350
|
$204,336,000 | 0.01% |
| Western Asset Global Corp De |
Closed
11,250
|
$143,663,000 | |
| Mannkind Corp |
No change
14,800
|
$77,256,000 | 0.00% |
| Hertz Global Holdings Inc. |
94.51%
19,500
|
$68,835,000 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 218 holdings | |||
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