0001398344-15-004903.txt : 20150804
0001398344-15-004903.hdr.sgml : 20150804
20150804141247
ACCESSION NUMBER: 0001398344-15-004903
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20150630
FILED AS OF DATE: 20150804
DATE AS OF CHANGE: 20150804
EFFECTIVENESS DATE: 20150804
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: 151024935
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
06-30-2015
06-30-2015
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
310-873-3020
/s/ David L. Kahn
Los Angeles
CA
08-03-2015
0
164
621693
INFORMATION TABLE
2
fp0015346_13fhr-table.xml
13F INFORMATION TABLE
ALLERGAN PLC
SHS
G0177J108
4846
15970
SH
SOLE
9784
6186
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
9648
99693
SH
SOLE
70443
29250
0
EATON CORP PLC
SHS
G29183103
5489
81345
SH
SOLE
54590
26755
0
INGERSOLL-RAND PLC
SHS
G47791101
296
4400
SH
SOLE
0
4400
0
MEDTRONIC PLC
SHS
G5960L103
14079
190007
SH
SOLE
0
190007
0
NORWEGIAN CRUISE LINE HLDGS
SHS
G66721104
1795
32039
SH
SOLE
0
32039
0
GARMIN LTD
SHS
H2906T109
780
17775
SH
SOLE
75
17700
0
STRATASYS LTD.
SHS
M85548101
5937
169970
SH
SOLE
76855
93115
0
MYLAN N V
SHS EURO
N59465109
6434
94823
SH
SOLE
73718
21105
0
FLEXTRONICS INTL LTD
ORD
Y2573F102
169
14975
SH
SOLE
14075
900
0
ABBOTT LABS
COM
002824100
2385
48600
SH
SOLE
10280
38320
0
ABBVIE INC
COM
00287Y109
7057
105038
SH
SOLE
43331
61707
0
ABIOMED INC
COM
003654100
262
4000
SH
SOLE
0
4000
0
ADOBE SYS INC
COM
00724F101
9351
115439
SH
SOLE
32594
82845
0
AGILENT TECHNOLOGIES INC
COM
00846U101
676
17530
SH
SOLE
5535
11995
0
ALIBABA GROUP HOLDING LTD
SPONSORED ADR
01609W102
4503
54745
SH
SOLE
37475
17270
0
ALLIANCE DATA SYSTEMS CORP
COM
018581108
6497
22255
SH
SOLE
12285
9970
0
AMAZON COM INC
COM
023135106
5861
13502
SH
SOLE
8944
4558
0
AMERICAN AIRLS GROUP INC
COM
02376R102
2398
60065
SH
SOLE
41325
18740
0
AMERICAN ELEC PWR INC
COM
025537101
418
7900
SH
SOLE
2200
5700
0
AMERICAN EXPRESS CO
COM
025816109
664
8550
SH
SOLE
2725
5825
0
AMGEN INC
COM
031162100
7592
49453
SH
SOLE
20333
29120
0
APPLE INC
COM
037833100
34725
276858
SH
SOLE
158776
118082
0
AUTODESK INC
COM
052769106
2460
49145
SH
SOLE
34360
14785
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
5183
64611
SH
SOLE
21574
43037
0
B & G FOODS INC NEW
COM
05508R106
989
34675
SH
SOLE
18850
15825
0
BARD C R INC
COM
067383109
2272
13310
SH
SOLE
7640
5670
0
BAXTER INTL INC
COM
071813109
4002
57229
SH
SOLE
35379
21850
0
BED BATH & BEYOND INC
COM
075896100
1583
22950
SH
SOLE
16125
6825
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
721
5303
SH
SOLE
3735
1568
0
BIOGEN IDEC INC
COM
09062X103
4667
11554
SH
SOLE
7683
3871
0
BLACKROCK INC
COM
09247X101
442
1280
SH
SOLE
880
400
0
BOULDER GROWTH & INCOME FD I
COM
101507101
255
30325
SH
SOLE
30325
0
0
BRISTOL MYERS SQUIBB CO
COM
110122108
3619
54389
SH
SOLE
31500
22889
0
CDK GLOBAL INC
COM
12508E101
504
9345
SH
SOLE
0
9345
0
CVS CAREMARK CORPORATION
COM
126650100
5708
54425
SH
SOLE
39970
14455
0
CARNIVAL CORP
PAIRED CTF
143658300
708
14350
SH
SOLE
6075
8275
0
CATERPILLAR INC DEL
COM
149123101
1114
13136
SH
SOLE
10036
3100
0
CELGENE CORP
COM
151020104
8276
71511
SH
SOLE
47726
23785
0
CHARLES RIV LABS INTL INC
COM
159864107
6345
90215
SH
SOLE
49290
40925
0
CHURCH & DWIGHT INC
COM
171340102
9454
116535
SH
SOLE
69820
46715
0
CISCO SYS INC
COM
17275R102
3342
121735
SH
SOLE
11755
109980
0
CITRIX SYS INC
COM
177376100
640
9125
SH
SOLE
4225
4900
0
COCA COLA CO
COM
191216100
2244
57211
SH
SOLE
33711
23500
0
COLGATE PALMOLIVE CO
COM
194162103
773
11820
SH
SOLE
7020
4800
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COMCAST CORP NEW
CLA
20030N101
519
8645
SH
SOLE
3635
5010
0
COMPUTER SCIENCES CORP
COM
205363104
1219
18580
SH
SOLE
0
18580
0
COSTCO WHSL CORP NEW
COM
22160K105
10240
75821
SH
SOLE
34974
40847
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CUMMINS INC
COM
231021106
4211
32101
SH
SOLE
19254
12847
0
DANAHER CORP DEL
COM
235851102
560
6550
SH
SOLE
6300
250
0
DAVITA HEALTHCARE PARTNERS I
COM
23918K108
3837
48285
SH
SOLE
30585
17700
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DELTA AIR LINES INC DEL
COM NEW
247361702
4152
101085
SH
SOLE
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31900
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DISNEY WALT CO
COM DISNEY
254687106
773
6778
SH
SOLE
5978
800
0
DOMINION RES INC VA NEW
COM
25746U109
381
5700
SH
SOLE
450
5250
0
DONALDSON INC
COM
257651109
3043
85000
SH
SOLE
0
85000
0
DOW CHEM CO
COM
260543103
2372
46360
SH
SOLE
26090
20270
0
DU PONT E I DE NEMOURS & CO
COM
263534109
417
6525
SH
SOLE
3550
2975
0
E M C CORP MASS
COM
268648102
3105
117670
SH
SOLE
92950
24720
0
EOG RES INC
COM
26875P101
315
3600
SH
SOLE
1345
2255
0
EBAY INC
COM
278642103
9178
152371
SH
SOLE
96571
55800
0
ECOLAB INC
COM
278865100
9612
85014
SH
SOLE
47950
37064
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EDISON INTL
COM
281020107
366
6590
SH
SOLE
1990
4600
0
EDWARDS LIFESCIENCES CORP
COM
28176E108
3970
27880
SH
SOLE
0
27880
0
ENERGY TRANSFER PRTNRS L P
UNIT LTD PARTN
29273R109
212
4070
SH
SOLE
1850
2220
0
EXPRESS SCRIPTS HLDG CO
COM
30219G108
531
5978
SH
SOLE
2476
3502
0
FACEBOOK INC
CL A
30303M102
24660
287541
SH
SOLE
186120
101421
0
FEDEX CORP
COM
31428X106
9616
56436
SH
SOLE
24961
31475
0
FIRST TR EXCHANGE TRADED FD
NO AMER ENERGY
33738D101
744
29335
SH
SOLE
19930
9405
0
FOMENTO ECONOMICO MEXICANO S
SPON ADR UNITS
344419106
995
11170
SH
SOLE
3725
7445
0
GENERAL ELECTRIC CO
COM
369604103
1434
53990
SH
SOLE
25870
28120
0
GENERAL MTRS CO
COM
37045V100
767
23015
SH
SOLE
7390
15625
0
GILEAD SCIENCES INC
COM
375558103
11538
98550
SH
SOLE
58235
40315
0
GOLDMAN SACHS GRP INC
COM
38141G104
531
2545
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SOLE
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955
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GOOGLE INC
CL A
38259P508
12094
22395
SH
SOLE
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10429
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GOOGLE INC
CL C
38259P706
10284
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SH
SOLE
10313
9445
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GRAINGER W W INC
COM
384802104
7257
30666
SH
SOLE
12600
18066
0
HCA HOLDINGS INC
COM
40412C101
466
5140
SH
SOLE
1980
3160
0
HAIN CELESTIAL GROUP INC
COM
405217100
10611
161120
SH
SOLE
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82065
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HARMAN INTL INDS INC
COM
413086109
3194
26860
SH
SOLE
19090
7770
0
HEALTH CARE REIT INC
COM
42217K106
308
4700
SH
SOLE
4700
0
0
HEWLETT-PACKARD CO
COM
428236103
213
7100
SH
SOLE
4600
2500
0
HOME DEPOT INC
COM
437076102
9714
87417
SH
SOLE
2075
85342
0
ILLINOIS TOOL WKS INC
COM
452308109
243
2650
SH
SOLE
2650
0
0
INTEL CORP
COM
458140100
7170
235759
SH
SOLE
51439
184320
0
INTERCONTINENTALEXCHANGE GRO
COM
45866F104
6986
31245
SH
SOLE
19055
12190
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
5114
31445
SH
SOLE
5450
25995
0
INTUIT
COM
461202103
15130
150150
SH
SOLE
88615
61535
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INTUITIVE SURGICAL INC
COM NEW
46120E602
1506
3110
SH
SOLE
3000
110
0
ISHARES TR
IBOXX INV CP ETF
464287242
227
1966
SH
SOLE
1966
0
0
ISHARES TR
1-3 YR TR BD ETF
464287457
1822
21472
SH
SOLE
15052
6420
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ISHARES TR
NASDQ BIOTEC ETF
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1167
3165
SH
SOLE
550
2615
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ISHARES TR
U.S. PFD STK ETF
464288687
297
7595
SH
SOLE
7595
0
0
ISHARES TR
GNMA BOND ETF
46429B333
472
9450
SH
SOLE
6550
2900
0
JOHNSON & JOHNSON
COM
478160104
10752
110329
SH
SOLE
23424
86905
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JOHNSON CTLS INC
COM
478366107
235
4750
SH
SOLE
0
4750
0
KANSAS CITY SOUTHERN
COM NEW
485170302
1573
17255
SH
SOLE
11725
5530
0
KELLOGG CO
COM
487836108
362
5775
SH
SOLE
3175
2600
0
KENNAMETAL INC
COM
489170100
232
6800
SH
SOLE
0
6800
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KINDER MORGAN INC DEL
COM
49456B101
283
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SH
SOLE
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3500
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LILLY ELI & CO
COM
532457108
2383
28552
SH
SOLE
12852
15700
0
MACERICH CO
COM
554382101
5472
73353
SH
SOLE
73353
0
0
MANPOWERGROUP INC
COM
56418H100
479
5360
SH
SOLE
0
5360
0
MASTERCARD INC
CL A
57636Q104
884
9465
SH
SOLE
5500
3965
0
MCDONALDS CORP
COM
580135101
1547
16278
SH
SOLE
4103
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0
MCKESSON CORP
COM
58155Q103
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SH
SOLE
30541
21615
0
MENS WEARHOUSE INC
COM
587118100
725
11325
SH
SOLE
375
10950
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MERCK & CO INC NEW
COM
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SH
SOLE
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MICROSOFT CORP
COM
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SH
SOLE
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MONSANTO CO NEW
COM
61166W101
3915
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SH
SOLE
22130
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0
NEUBERGER BERMAN MLP INCOME
COM
64129H104
2541
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SH
SOLE
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NEXTERA ENERGY INC
COM
65339F101
730
7450
SH
SOLE
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NIKE INC
CL B
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SH
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NORDSTROM INC
COM
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SOLE
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NORFOLK SOUTHERN CORP
COM
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NOVARTIS A G
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OMNICOM GROUP INC
COM
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ORACLE CORP
COM
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SOLE
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COM
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SH
SOLE
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15125
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PVH CORP
COM
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SH
SOLE
5125
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PALL CORP
COM
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SH
SOLE
15610
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PAYCHEX INC
COM
704326107
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SH
SOLE
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22065
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PEPSICO INC
COM
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5981
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SH
SOLE
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PFIZER INC
COM
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SH
SOLE
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PRICELINE COM INC
COM NEW
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3717
3229
SH
SOLE
1722
1507
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PROCTER & GAMBLE CO
COM
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SH
SOLE
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PUBLIC SVC ENTERPRISE GROUP
COM
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221
5650
SH
SOLE
2925
2725
0
QUALCOMM INC
COM
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SH
SOLE
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QUEST DIAGNOSTICS INC
COM
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210
2900
SH
SOLE
2900
0
0
RALPH LAUREN CORP
CL A
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1070
8090
SH
SOLE
4135
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SALESFORCE COM INC
COM
79466L302
517
7425
SH
SOLE
3450
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SAP AG
SPON ADR
803054204
3566
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SH
SOLE
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SCHEIN HENRY INC
COM
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2965
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SOLE
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SCHLUMBERGER LTD
COM
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SOLE
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CL A
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SMUCKER J M CO
COM NEW
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219
2025
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SOLE
2025
0
0
SOUTHERN CO
COM
842587107
230
5498
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SOLE
1398
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STARBUCKS CORP
COM
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514
9600
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SOLE
9500
100
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STERICYCLE INC
COM
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3728
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SH
SOLE
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STRYKER CORP
COM
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SH
SOLE
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SYMANTEC CORP
COM
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242
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SOLE
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10275
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SYSCO CORP
COM
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SOLE
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TEVA PHARMACEUTICAL INDS LTD
ADR
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SOLE
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TEXAS INSTRS INC
COM
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3M CO
COM
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SH
SOLE
16274
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TIFFANY & CO NEW
COM
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SOLE
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TIME WARNER INC
COM NEW
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440
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SOLE
2735
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TRIMBLE NAVIGATION LTD
COM
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SH
SOLE
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TUPPERWARE BRANDS CORP
COM
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4314
66852
SH
SOLE
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UMB FINL CORP
COM
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253
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SOLE
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UNION PAC CORP
COM
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UNITED PARCEL SERVICE INC
CL B
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UNITEDHEALTH GROUP INC
COM
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VANGUARD INTL EQUITY INDEX F
FTSE EUROPE ETF
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VERIZON COMMUNICATIONS INC
COM
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SOLE
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WEC ENERGY GROUP INC
COM
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SOLE
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WAL-MART STORES INC
COM
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WALGREENS BOOTS ALLIANCE INC
COM
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WASTE MGMT INC DEL
COM
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SH
SOLE
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WATERS CORP
COM
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3913
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SH
SOLE
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WELLS FARGO & CO NEW
COM
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309
5495
SH
SOLE
5050
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0
WHIRLPOOL CORP
COM
963320106
4311
24915
SH
SOLE
9770
15145
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WHOLE FOODS MKT INC
COM
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264
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XEROX CORP
COM
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YUM BRANDS INC
COM
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