0001111830-15-000033.txt : 20150123
0001111830-15-000033.hdr.sgml : 20150123
20150123145755
ACCESSION NUMBER: 0001111830-15-000033
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20141231
FILED AS OF DATE: 20150123
DATE AS OF CHANGE: 20150123
EFFECTIVENESS DATE: 20150123
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: INVESTMENT HOUSE LLC
CENTRAL INDEX KEY: 0001566030
IRS NUMBER: 364728577
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-15213
FILM NUMBER: 15545093
BUSINESS ADDRESS:
STREET 1: 11150 SANTA MONICA BOULEVARD, SUITE 850
CITY: LOS ANGELES
STATE: CA
ZIP: 90025
BUSINESS PHONE: (310) 873-3021
MAIL ADDRESS:
STREET 1: 11150 SANTA MONICA BOULEVARD, SUITE 850
CITY: LOS ANGELES
STATE: CA
ZIP: 90025
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001566030
XXXXXXXX
12-31-2014
12-31-2014
false
INVESTMENT HOUSE LLC
11150 Santa Monica Boulevard, Suite 850
Los Angeles
CA
90025
13F HOLDINGS REPORT
028-15213
N
David L. Kahn
Compliance Officer
310-873-3024
/s/ David L. Kahn
Los Angeles
CA
01-23-2015
0
156
619913
INFORMATION TABLE
2
fp0012895_13fhr-table.xml
13F INFORMATION TABLE
ACTAVIS PLC
SHS
G0083B108
846
3285
SH
SOLE
1530
1755
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
8941
100116
SH
SOLE
70191
29925
0
EATON CORP PLC
SHS
G29183103
4461
65640
SH
SOLE
46240
19400
0
INGERSOLL-RAND PLC
SHS
G47791101
279
4400
SH
SOLE
0
4400
0
GARMIN LTD
SHS
H2906T109
939
17775
SH
SOLE
75
17700
0
STRATASYS LTD.
SHS
M85548101
20405
245520
SH
SOLE
132520
113000
0
ABBOTT LABS
COM
002824100
2188
48600
SH
SOLE
10280
38320
0
ABBVIE INC
COM
00287Y109
6891
105308
SH
SOLE
42956
62352
0
ADOBE SYS INC
COM
00724F101
8503
116964
SH
SOLE
32414
84550
0
AGILENT TECHNOLOGIES INC
COM
00846U101
718
17530
SH
SOLE
5410
12120
0
ALLERGAN INC
COM
018490102
7514
35345
SH
SOLE
24575
10770
0
ALLIANCE DATA SYSTEMS CORP
COM
018581108
3457
12085
SH
SOLE
7370
4715
0
AMAZON COM INC
COM
023135106
3713
11965
SH
SOLE
8285
3680
0
AMERICAN AIRLS GROUP INC
COM
02376R102
3036
56615
SH
SOLE
39850
16765
0
AMERICAN ELEC PWR INC
COM
025537101
480
7900
SH
SOLE
2200
5700
0
AMERICAN EXPRESS CO
COM
025816109
777
8350
SH
SOLE
2300
6050
0
AMGEN INC
COM
031162100
7909
49653
SH
SOLE
20008
29645
0
APPLE INC
COM
037833100
34041
308394
SH
SOLE
182578
125816
0
AUTODESK INC
COM
052769106
2917
48570
SH
SOLE
33460
15110
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
5407
64861
SH
SOLE
21724
43137
0
B & G FOODS INC NEW
COM
05508R106
1067
35700
SH
SOLE
18275
17425
0
BARD C R INC
COM
067383109
2218
13310
SH
SOLE
7600
5710
0
BAXTER INTL INC
COM
071813109
4275
58326
SH
SOLE
35654
22672
0
BED BATH & BEYOND INC
COM
075896100
1775
23300
SH
SOLE
16350
6950
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
789
5253
SH
SOLE
3735
1518
0
BIOGEN IDEC INC
COM
09062X103
4074
12001
SH
SOLE
7963
4038
0
BLACKROCK INC
COM
09247X101
449
1255
SH
SOLE
880
375
0
BOULDER TOTAL RETURN FD INC
COM
101541100
255
9185
SH
SOLE
9185
0
0
BRISTOL MYERS SQUIBB CO
COM
110122108
1884
31914
SH
SOLE
15250
16664
0
CDK GLOBAL INC
COM
12508E101
415
10191
SH
SOLE
2701
7490
0
CVS CAREMARK CORPORATION
COM
126650100
4828
50125
SH
SOLE
37880
12245
0
CARNIVAL CORP
PAIRED CTF
143658300
333
7350
SH
SOLE
2950
4400
0
CATERPILLAR INC DEL
COM
149123101
1202
13136
SH
SOLE
9886
3250
0
CELGENE CORP
COM
151020104
7902
70641
SH
SOLE
47106
23535
0
CHARLES RIV LABS INTL INC
COM
159864107
3726
58550
SH
SOLE
29080
29470
0
CHURCH & DWIGHT INC
COM
171340102
9188
116585
SH
SOLE
69950
46635
0
CISCO SYS INC
COM
17275R102
3394
122010
SH
SOLE
10675
111335
0
CITRIX SYS INC
COM
177376100
582
9125
SH
SOLE
4025
5100
0
COCA COLA CO
COM
191216100
2505
59334
SH
SOLE
35384
23950
0
COLGATE PALMOLIVE CO
COM
194162103
818
11820
SH
SOLE
7020
4800
0
COMPUTER SCIENCES CORP
COM
205363104
1171
18580
SH
SOLE
0
18580
0
CONOCOPHILLIPS
COM
20825C104
212
3067
SH
SOLE
2717
350
0
COSTCO WHSL CORP NEW
COM
22160K105
10783
76071
SH
SOLE
34249
41822
0
CUMMINS INC
COM
231021106
4321
29971
SH
SOLE
17434
12537
0
DANAHER CORP DEL
COM
235851102
553
6450
SH
SOLE
6200
250
0
DAVITA HEALTHCARE PARTNERS I
COM
23918K108
3461
45700
SH
SOLE
30250
15450
0
DELTA AIR LINES INC DEL
COM NEW
247361702
455
9250
SH
SOLE
5325
3925
0
DISNEY WALT CO
COM DISNEY
254687106
629
6678
SH
SOLE
5703
975
0
DOMINION RES INC VA NEW
COM
25746U109
438
5700
SH
SOLE
450
5250
0
DONALDSON INC
COM
257651109
3284
85000
SH
SOLE
0
85000
0
DOW CHEM CO
COM
260543103
601
13185
SH
SOLE
5475
7710
0
DU PONT E I DE NEMOURS & CO
COM
263534109
482
6525
SH
SOLE
3550
2975
0
E M C CORP MASS
COM
268648102
3476
116870
SH
SOLE
91700
25170
0
EBAY INC
COM
278642103
8572
152741
SH
SOLE
95596
57145
0
ECOLAB INC
COM
278865100
8885
85009
SH
SOLE
47600
37409
0
EDISON INTL
COM
281020107
431
6583
SH
SOLE
1983
4600
0
EDWARDS LIFESCIENCES CORP
COM
28176E108
3579
28100
SH
SOLE
10900
17200
0
ENERGY TRANSFER PRTNRS L P
UNIT LTD PARTN
29273R109
295
4545
SH
SOLE
2325
2220
0
EXPRESS SCRIPTS HLDG CO
COM
30219G108
506
5978
SH
SOLE
2476
3502
0
FACEBOOK INC
CL A
30303M102
21627
277195
SH
SOLE
181600
95595
0
FEDEX CORP
COM
31428X106
9847
56701
SH
SOLE
24941
31760
0
FOMENTO ECONOMICO MEXICANO S
SPON ADR UNITS
344419106
1060
12045
SH
SOLE
3675
8370
0
GENERAL ELECTRIC CO
COM
369604103
1405
55608
SH
SOLE
25438
30170
0
GENERAL MTRS CO
COM
37045V100
410
11740
SH
SOLE
2800
8940
0
GILEAD SCIENCES INC
COM
375558103
9301
98675
SH
SOLE
57570
41105
0
GOLDMAN SACHS GRP INC
COM
38141G104
572
2950
SH
SOLE
1705
1245
0
GOOGLE INC
CL A
38259P508
11267
21232
SH
SOLE
11283
9949
0
GOOGLE INC
CL C
38259P706
10409
19774
SH
SOLE
10283
9491
0
GRAINGER W W INC
COM
384802104
7938
31141
SH
SOLE
12775
18366
0
HAIN CELESTIAL GROUP INC
COM
405217100
9439
161940
SH
SOLE
79150
82790
0
HARMAN INTL INDS INC
COM
413086109
2364
22155
SH
SOLE
15615
6540
0
HEALTH CARE REIT INC
COM
42217K106
363
4800
SH
SOLE
4800
0
0
HOME DEPOT INC
COM
437076102
9186
87512
SH
SOLE
2075
85437
0
ILLINOIS TOOL WKS INC
COM
452308109
251
2650
SH
SOLE
2650
0
0
INTEL CORP
COM
458140100
8613
237330
SH
SOLE
52035
185295
0
INTERCONTINENTALEXCHANGE GRO
COM
45866F104
4589
20925
SH
SOLE
14605
6320
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
6172
38471
SH
SOLE
10955
27516
0
INTUIT
COM
461202103
13822
149930
SH
SOLE
87645
62285
0
INTUITIVE SURGICAL INC
COM NEW
46120E602
1645
3110
SH
SOLE
3000
110
0
ISHARES TR
IBOXX INV CP ETF
464287242
237
1981
SH
SOLE
1981
0
0
ISHARES TR
1-3 YR TR BD ETF
464287457
1824
21602
SH
SOLE
15182
6420
0
ISHARES TR
NASDQ BIOTEC ETF
464287556
1031
3400
SH
SOLE
550
2850
0
JOHNSON & JOHNSON
COM
478160104
11535
110309
SH
SOLE
23092
87217
0
JOHNSON CTLS INC
COM
478366107
230
4750
SH
SOLE
0
4750
0
KANSAS CITY SOUTHERN
COM NEW
485170302
2513
20595
SH
SOLE
14325
6270
0
KELLOGG CO
COM
487836108
378
5775
SH
SOLE
3175
2600
0
KENNAMETAL INC
COM
489170100
243
6800
SH
SOLE
0
6800
0
KEYSIGHT TECHNOLOGIES INC
COM
49338L103
216
6399
SH
SOLE
1562
4837
0
LILLY ELI & CO
COM
532457108
1970
28552
SH
SOLE
12852
15700
0
MACERICH CO
COM
554382101
6218
74548
SH
SOLE
74548
0
0
MANPOWERGROUP INC
COM
56418H100
365
5360
SH
SOLE
0
5360
0
MCDONALDS CORP
COM
580135101
1629
17388
SH
SOLE
5228
12160
0
MCKESSON CORP
COM
58155Q103
10832
52181
SH
SOLE
30416
21765
0
MEDTRONIC INC
COM
585055106
15919
220485
SH
SOLE
45939
174546
0
MENS WEARHOUSE INC
COM
587118100
730
16525
SH
SOLE
150
16375
0
MERCK & CO INC NEW
COM
58933Y105
3047
53653
SH
SOLE
21270
32383
0
MICROSOFT CORP
COM
594918104
15575
335316
SH
SOLE
91130
244186
0
MONSANTO CO NEW
COM
61166W101
1746
14618
SH
SOLE
9140
5478
0
MYLAN INC
COM
628530107
5333
94613
SH
SOLE
73193
21420
0
NEUBERGER BERMAN MLP INCOME
COM
64129H104
1143
64930
SH
SOLE
43355
21575
0
NEXTERA ENERGY INC
COM
65339F101
792
7450
SH
SOLE
200
7250
0
NIKE INC
CL B
654106103
5768
59992
SH
SOLE
36782
23210
0
NORDSTROM INC
COM
655664100
222
2800
SH
SOLE
2800
0
0
NORFOLK SOUTHERN CORP
COM
655844108
4930
44976
SH
SOLE
31606
13370
0
NOVARTIS A G
SPONSORED ADR
66987V109
6069
65498
SH
SOLE
31428
34070
0
OMNICOM GROUP INC
COM
681919106
1081
13958
SH
SOLE
8375
5583
0
ORACLE CORP
COM
68389X105
3696
82181
SH
SOLE
20525
61656
0
ORGANOVO HLDGS INC
COM
68620A104
124
17125
SH
SOLE
2000
15125
0
PVH CORP
COM
693656100
1707
13315
SH
SOLE
9515
3800
0
PALL CORP
COM
696429307
6492
64145
SH
SOLE
35410
28735
0
PAYCHEX INC
COM
704326107
1783
38625
SH
SOLE
18490
20135
0
PEPSICO INC
COM
713448108
6175
65303
SH
SOLE
26464
38839
0
PETSMART INC
COM
716768106
3281
40365
SH
SOLE
21090
19275
0
PFIZER INC
COM
717081103
2376
76261
SH
SOLE
25081
51180
0
PRICELINE COM INC
COM NEW
741503403
3187
2795
SH
SOLE
1617
1178
0
PROCTER & GAMBLE CO
COM
742718109
4218
46305
SH
SOLE
4245
42060
0
PUBLIC SVC ENTERPRISE GROUP
COM
744573106
234
5650
SH
SOLE
2925
2725
0
QUALCOMM INC
COM
747525103
8469
113941
SH
SOLE
70551
43390
0
RALPH LAUREN CORP
CL A
751212101
1756
9485
SH
SOLE
6645
2840
0
SALESFORCE COM INC
COM
79466L302
440
7425
SH
SOLE
3450
3975
0
SAP AG
SPON ADR
803054204
3635
52188
SH
SOLE
29693
22495
0
SCHEIN HENRY INC
COM
806407102
2841
20865
SH
SOLE
19175
1690
0
SCHLUMBERGER LTD
COM
806857108
2264
26510
SH
SOLE
18555
7955
0
SCOTTS MIRACLE GRO CO
CL A
810186106
14244
228561
SH
SOLE
104890
123671
0
SIGMA ALDRICH CORP
COM
826552101
5064
36887
SH
SOLE
23575
13312
0
SMUCKER J M CO
COM NEW
832696405
215
2125
SH
SOLE
1900
225
0
SOUTHERN CO
COM
842587107
270
5492
SH
SOLE
1392
4100
0
STARBUCKS CORP
COM
855244109
396
4825
SH
SOLE
4675
150
0
STERICYCLE INC
COM
858912108
3658
27905
SH
SOLE
13161
14744
0
STRYKER CORP
COM
863667101
3818
40476
SH
SOLE
30061
10415
0
SYMANTEC CORP
COM
871503108
306
11935
SH
SOLE
1260
10675
0
SYSCO CORP
COM
871829107
4532
114186
SH
SOLE
7476
106710
0
TEVA PHARMACEUTICAL INDS LTD
ADR
881624209
5349
93010
SH
SOLE
21930
71080
0
TEXAS INSTRS INC
COM
882508104
5367
100388
SH
SOLE
48250
52138
0
3M CO
COM
88579Y101
4128
25124
SH
SOLE
16264
8860
0
TIFFANY & CO NEW
COM
886547108
3158
29550
SH
SOLE
2525
27025
0
TRIMBLE NAVIGATION LTD
COM
896239100
13994
527282
SH
SOLE
254291
272991
0
TUPPERWARE BRANDS CORP
COM
899896104
5467
86772
SH
SOLE
51850
34922
0
UMB FINL CORP
COM
902788108
253
4438
SH
SOLE
4438
0
0
UNION PAC CORP
COM
907818108
1646
13815
SH
SOLE
6375
7440
0
UNITED PARCEL SERVICE INC
CL B
911312106
1840
16553
SH
SOLE
12393
4160
0
UNITEDHEALTH GROUP INC
COM
91324P102
1064
10525
SH
SOLE
9950
575
0
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
739
10748
SH
SOLE
7100
3648
0
VANGUARD INTL EQUITY INDEX F
FTSE EUROPE ETF
922042874
499
9515
SH
SOLE
6270
3245
0
VERIZON COMMUNICATIONS INC
COM
92343V104
2264
48397
SH
SOLE
17068
31329
0
WAL-MART STORES INC
COM
931142103
883
10279
SH
SOLE
3979
6300
0
WALGREENS BOOTS ALLIANCE INC
COM
931427108
4431
58150
SH
SOLE
2050
56100
0
WASTE MGMT INC DEL
COM
94106L109
638
12425
SH
SOLE
4375
8050
0
WATERS CORP
COM
941848103
3458
30682
SH
SOLE
12985
17697
0
WELLS FARGO & CO NEW
COM
949746101
285
5195
SH
SOLE
4750
445
0
WHIRLPOOL CORP
COM
963320106
4851
25040
SH
SOLE
9815
15225
0
WHOLE FOODS MKT INC
COM
966837106
338
6700
SH
SOLE
5750
950
0
WISCONSIN ENERGY CORP
COM
976657106
406
7700
SH
SOLE
750
6950
0
WISDOMTREE TR
EUROPE HEDGED EQ
97717X701
500
8990
SH
SOLE
5940
3050
0
XEROX CORP
COM
984121103
5561
401205
SH
SOLE
223475
177730
0
YUM BRANDS INC
COM
988498101
8522
116985
SH
SOLE
72145
44840
0