0001398344-18-007117.txt : 20180508
0001398344-18-007117.hdr.sgml : 20180508
20180508160446
ACCESSION NUMBER: 0001398344-18-007117
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180331
FILED AS OF DATE: 20180508
DATE AS OF CHANGE: 20180508
EFFECTIVENESS DATE: 20180508
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: 18814503
BUSINESS ADDRESS:
STREET 1: 11100 SANTA MONICA BOULEVARD, SUITE 270
CITY: LOS ANGELES
STATE: CA
ZIP: 90025
BUSINESS PHONE: (310) 873-3020
MAIL ADDRESS:
STREET 1: 11100 SANTA MONICA BOULEVARD, SUITE 270
CITY: LOS ANGELES
STATE: CA
ZIP: 90025
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001566030
XXXXXXXX
03-31-2018
03-31-2018
false
INVESTMENT HOUSE LLC
11100 Santa Monica Boulevard, Suite 270
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
05-07-2018
0
185
819723
INFORMATION TABLE
2
fp0033256_13fhr-table.xml
13F INFORMATION TABLE
ALLERGAN PLC
SHS
G0177J108
3784
22486
SH
SOLE
14646
7840
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
15738
102529
SH
SOLE
70515
32014
0
DELPHI TECHNOLOGIES PLC
SHS
G2709G107
1098
23041
SH
SOLE
7568
15473
0
INGERSOLL-RAND PLC
SHS
G47791101
205
2400
SH
SOLE
0
2400
0
MEDTRONIC PLC
SHS
G5960L103
7387
92088
SH
SOLE
16260
75828
0
APTIV PLC
SHS
G6095L109
1855
21835
SH
SOLE
14210
7625
0
NORWEGIAN CRUISE LINE HLDGS
SHS
G66721104
1402
26461
SH
SOLE
25564
897
0
GARMIN LTD
SHS
H2906T109
1090
18505
SH
SOLE
1005
17500
0
STRATASYS LTD
SHS
M85548101
252
12505
SH
SOLE
5310
7195
0
FLEXTRONICS INTL LTD
ORD
Y2573F102
4648
284650
SH
SOLE
193125
91525
0
AT&T INC
COM
00206R102
237
6647
SH
SOLE
4597
2050
0
ABBOTT LABS
COM
002824100
2726
45489
SH
SOLE
12976
32513
0
ABBVIE INC
COM
00287Y109
9401
99328
SH
SOLE
46900
52428
0
ABIOMED INC
COM
003654100
1164
4000
SH
SOLE
0
4000
0
ADOBE SYS INC
COM
00724F101
23857
110410
SH
SOLE
37248
73162
0
AECOM
COM
00766T100
1170
32830
SH
SOLE
19965
12865
0
AGILENT TECHNOLOGIES INC
COM
00846U101
919
13730
SH
SOLE
5705
8025
0
ALASKA AIR GROUP INC
COM
011659109
452
7295
SH
SOLE
4895
2400
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
20136
109709
SH
SOLE
73370
36339
0
ALPHABET INC CL C
CAP STK CL C
02079K107
20015
19398
SH
SOLE
10292
9106
0
ALPHABET INC CL A
CAP STK CL A
02079k305
21619
20845
SH
SOLE
11547
9298
0
ALATABA INC
COM
021346101
272
3675
SH
SOLE
3675
0
0
AMAZON COM INC
COM
023135106
23221
16044
SH
SOLE
11597
4447
0
AMERCO
COM
023586100
231
670
SH
SOLE
670
0
0
AMERICAN AIRLS GROUP INC
COM
02376R102
500
9625
SH
SOLE
4775
4850
0
AMERICAN ELEC PWR INC
COM
025537101
494
7200
SH
SOLE
2300
4900
0
AMERICAN EXPRESS CO
COM
025816109
786
8425
SH
SOLE
3875
4550
0
AMGEN INC
COM
031162100
8445
49536
SH
SOLE
22080
27456
0
APPLE INC
COM
037833100
45224
269543
SH
SOLE
159085
110458
0
AUTODESK INC
COM
052769106
6087
48475
SH
SOLE
33590
14885
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
7520
66263
SH
SOLE
26358
39905
0
BANK AMER CORP
COM
060505104
472
15736
SH
SOLE
5136
10600
0
BAXTER INTL INC
COM
071813109
2692
41389
SH
SOLE
29348
12041
0
BECTON DICKINSON & CO
COM
075887109
875
4039
SH
SOLE
1975
2064
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1247
6252
SH
SOLE
3475
2777
0
BIOGEN INC
COM
09062X103
3015
11010
SH
SOLE
6720
4290
0
BLACKROCK INC
COM
09247X101
1737
3206
SH
SOLE
2361
845
0
BLACKROCK INC
CALL
09247X901
288
64
SH
Call
SOLE
42
22
0
BOEING CO
COM
097023105
672
2050
SH
SOLE
2050
0
0
Booking Holdings Inc
COM
09857L108
10937
5257
SH
SOLE
3393
1864
0
BOULDER GROWTH & INCOME FD I
COM
101507101
327
30325
SH
SOLE
30325
0
0
BRISTOL MYERS SQUIBB CO
COM
110122108
2505
39604
SH
SOLE
18865
20739
0
CDK GLOBAL INC
COM
12508E101
288
4547
SH
SOLE
1979
2568
0
CSRA INC
COM
12650T104
754
18280
SH
SOLE
0
18280
0
CVS HEALTH CORP
COM
126650100
1540
24750
SH
SOLE
19200
5550
0
CARNIVAL CORP
PAIRED CTF
143658300
8927
136118
SH
SOLE
89641
46477
0
CATERPILLAR INC DEL
COM
149123101
1462
9918
SH
SOLE
7355
2563
0
CELGENE CORP
COM
151020104
6372
71432
SH
SOLE
49940
21492
0
CHARLES RIV LABS INTL INC
COM
159864107
9871
92475
SH
SOLE
53515
38960
0
CHEVRON CORP NEW
COM
166764100
205
1800
SH
SOLE
1800
0
0
CHURCH & DWIGHT INC
COM
171340102
11285
224090
SH
SOLE
140118
83972
0
CISCO SYS INC
COM
17275R102
4138
96475
SH
SOLE
17830
78645
0
CITRIX SYS INC
COM
177376100
824
8875
SH
SOLE
4725
4150
0
CLOROX CO DEL
COM
189054109
5039
37858
SH
SOLE
23093
14765
0
COCA COLA CO
COM
191216100
1227
28241
SH
SOLE
15541
12700
0
COLGATE PALMOLIVE CO
COM
194162103
801
11170
SH
SOLE
6370
4800
0
CORNING INC
COM
219350105
1695
60808
SH
SOLE
32175
28633
0
COSTCO WHSL CORP NEW
COM
22160K105
13988
74236
SH
SOLE
37053
37183
0
CUMMINS INC
COM
231021106
5026
31009
SH
SOLE
20034
10975
0
D R HORTON INC
COM
23331A109
478
10910
SH
SOLE
5025
5885
0
DXC TECHNOLOGY CO
COM
23355L106
1922
19115
SH
SOLE
253
18862
0
DANAHER CORP DEL
COM
235851102
601
6141
SH
SOLE
5680
461
0
DEERE & CO
COM
244199105
215
1385
SH
SOLE
1385
0
0
DELTA AIR LINES INC DEL
COM NEW
247361702
8561
156191
SH
SOLE
109949
46242
0
DELUXE CORP
COM
248019101
6744
91122
SH
SOLE
51880
39242
0
DISNEY WALT CO
COM DISNEY
254687106
790
7861
SH
SOLE
6663
1198
0
DOMINION RES INC VA NEW
COM
25746U109
354
5250
SH
SOLE
300
4950
0
DONALDSON INC
COM
257651109
3802
84400
SH
SOLE
0
84400
0
DOWDUPONT INC
COM
26078J100
2312
36291
SH
SOLE
19523
16768
0
EBAY INC
COM
278642103
1146
28475
SH
SOLE
12100
16375
0
ECOLAB INC
COM
278865100
11521
84050
SH
SOLE
49698
34352
0
EDISON INTL
COM
281020107
422
6630
SH
SOLE
2630
4000
0
EDWARDS LIFESCIENCES CORP
COM
28176E108
6869
49235
SH
SOLE
22335
26900
0
FACEBOOK INC
CL A
30303M102
39435
246791
SH
SOLE
166219
80572
0
FACEBOOK INC
CALL
30303M902
299
202
SH
Call
SOLE
148
54
0
FEDEX CORP
COM
31428X106
16398
68294
SH
SOLE
37968
30326
0
FOMENTO ECONOMICO MEXICANO S
SPON ADR UNITS
344419106
414
4525
SH
SOLE
3340
1185
0
FORTIVE CORP
COM
34959J108
224
2886
SH
SOLE
2655
231
0
FRESHPET INC
COM
358039105
1233
74933
SH
SOLE
0
74933
0
GENERAL ELECTRIC CO
COM
369604103
196
14513
SH
SOLE
1405
13108
0
GILEAD SCIENCES INC
COM
375558103
5191
68853
SH
SOLE
45515
23338
0
GOLDMAN SACHS GROUP INC
COM
38141G104
1034
4105
SH
SOLE
1815
2290
0
GRAINGER W W INC
COM
384802104
6409
22704
SH
SOLE
10838
11866
0
HCA HOLDINGS INC
COM
40412C101
400
4125
SH
SOLE
3550
575
0
HP INC
COM
40434L105
1161
52975
SH
SOLE
7500
45475
0
HAIN CELESTIAL GROUP INC
COM
405217100
793
24740
SH
SOLE
13800
10940
0
HOME DEPOT INC
COM
437076102
14504
81376
SH
SOLE
2384
78992
0
HONEYWELL INTL INC
COM
438516106
235
1625
SH
SOLE
1625
0
0
IDEXX LABS INC
COM
45168D104
364
1900
SH
SOLE
1850
50
0
ILLINOIS TOOL WKS INC
COM
452308109
399
2550
SH
SOLE
2550
0
0
INTEL CORP
COM
458140100
12007
230550
SH
SOLE
49426
181124
0
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
12642
174322
SH
SOLE
115328
58994
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
5301
34552
SH
SOLE
9490
25062
0
INTUIT
COM
461202103
24737
142698
SH
SOLE
87319
55379
0
INTUITIVE SURGICAL INC
COM NEW
46120E602
3852
9330
SH
SOLE
9000
330
0
ISHARES INC
MSCI STH KOR ETF
464286772
278
3680
SH
SOLE
3620
60
0
ISHARES TR
TIPS BD ETF
464287176
519
4590
SH
SOLE
4525
65
0
ISHARES TR
IBOXX INV CP ETF
464287242
698
5950
SH
SOLE
5825
125
0
ISHARES TR
1-3 YR TR BD ETF
464287457
1513
18105
SH
SOLE
11770
6335
0
ISHARES TR
NASDQ BIOTEC ETF
464287556
3654
34237
SH
SOLE
13922
20315
0
ISHARES TR
U.S. PFD STK ETF
464288687
672
17895
SH
SOLE
0
17895
0
JPMORGAN CHASE & CO
COM
46625H100
376
3420
SH
SOLE
3420
0
0
JOHNSON & JOHNSON
COM
478160104
13937
108755
SH
SOLE
26304
82451
0
KANSAS CITY SOUTHERN
COM NEW
485170302
275
2500
SH
SOLE
1000
1500
0
KELLOGG CO
COM
487836108
336
5175
SH
SOLE
2575
2600
0
KENNAMETAL INC
COM
489170100
257
6400
SH
SOLE
0
6400
0
KRAFT HEINZ CO
COM
500754106
408
6550
SH
SOLE
3960
2590
0
LILLY ELI & CO
COM
532457108
2589
33460
SH
SOLE
18272
15188
0
MACERICH CO
COM
554382101
4152
74121
SH
SOLE
74121
0
0
MANNKIND CORP
COM NEW
56400P706
34
14840
SH
SOLE
0
14840
0
MANPOWERGROUP INC
COM
56418H100
617
5360
SH
SOLE
600
4760
0
MASTERCARD INC
CL A
57636Q104
2803
16000
SH
SOLE
7425
8575
0
MCDONALDS CORP
COM
580135101
2430
15538
SH
SOLE
4088
11450
0
MCKESSON CORP
COM
58155Q103
3565
25307
SH
SOLE
17090
8217
0
MERCADOLIBRE INC
CALL
58733R902
339
83
SH
Call
SOLE
57
26
0
MERCK & CO INC NEW
COM
58933Y105
3349
61483
SH
SOLE
27596
33887
0
MICROSOFT CORP
COM
594918104
30242
331343
SH
SOLE
100573
230770
0
MONSANTO CO NEW
COM
61166W101
1220
10456
SH
SOLE
8405
2051
0
NETFLIX INC
COM
64110L106
273
925
SH
SOLE
850
75
0
NEXTERA ENERGY INC
COM
65339F101
1062
6500
SH
SOLE
400
6100
0
NIKE INC
CL B
654106103
6406
96421
SH
SOLE
60740
35681
0
NORFOLK SOUTHERN CORP
COM
655844108
5575
41060
SH
SOLE
30539
10521
0
NOVARTIS A G
SPONSORED ADR
66987V109
5304
65598
SH
SOLE
33854
31744
0
NVIDIA CORP
COM
67066G104
266
1150
SH
SOLE
900
250
0
OMNICOM GROUP INC
COM
681919106
782
10758
SH
SOLE
6983
3775
0
ORACLE CORP
COM
68389X105
4173
91219
SH
SOLE
34241
56978
0
ORGANOVO HLDGS INC
COM
68620A104
12
11250
SH
SOLE
5500
5750
0
PAYCHEX INC
COM
704326107
8635
140194
SH
SOLE
88897
51297
0
PAYPAL HLDGS INC
COM
70450Y103
15779
207979
SH
SOLE
136929
71050
0
PEPSICO INC
COM
713448108
6468
59259
SH
SOLE
25904
33355
0
PFIZER INC
COM
717081103
2796
78794
SH
SOLE
33019
45775
0
PLAINS ALL AMERN PIPELINE L
UNIT LTD PARTN
726503105
661
30010
SH
SOLE
0
30010
0
PLAINS GP HLDGS L P
LTD PARTNR INT A
72651A207
2254
103633
SH
SOLE
0
103633
0
POWERSHARES QQQ TRUST
UNIT SER 1
73935A104
6769
42273
SH
SOLE
32891
9382
0
POWERSHARES QQQ TRUST
CALL
73935A904
541
827
SH
Call
SOLE
743
84
0
POWERSHARES ETF TRUST II
SENIOR LN PORT
73936Q769
311
13465
SH
SOLE
12815
650
0
PROCTER & GAMBLE CO
COM
742718109
3606
45490
SH
SOLE
4220
41270
0
PROSHARES TR
PSHS ULTSH 20YRS
74347B201
259
7135
SH
SOLE
7025
110
0
PUBLIC SVC ENTERPRISE GROUP
COM
744573106
280
5575
SH
SOLE
2850
2725
0
QUALCOMM INC
COM
747525103
5831
105233
SH
SOLE
70168
35065
0
QUEST DIAGNOSTICS INC
COM
74834L100
322
3211
SH
SOLE
3050
161
0
RAYTHEON CO
COM
755111507
345
1600
SH
SOLE
1600
0
0
REGENERON PHARMACEUTICALS
COM
75886F107
826
2398
SH
SOLE
1005
1393
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
771
2931
SH
SOLE
2931
0
0
SPDR GOLD TRUST
GOLD SHS
78463V107
347
2757
SH
SOLE
2715
42
0
SALESFORCE COM INC
COM
79466L302
572
4915
SH
SOLE
1975
2940
0
SAP SE
SPON ADR
803054204
5786
55017
SH
SOLE
33151
21866
0
SCHEIN HENRY INC
COM
806407102
2900
43151
SH
SOLE
38772
4379
0
SCOTTS MIRACLE GRO CO
CL A
810186106
19296
225029
SH
SOLE
112162
112867
0
SHERWIN WILLIAMS CO
COM
824348106
235
600
SH
SOLE
600
0
0
SIX FLAGS ENTMT CORP NEW
COM
83001A102
7430
119340
SH
SOLE
70213
49127
0
SMUCKER J M CO
COM NEW
832696405
293
2365
SH
SOLE
2275
90
0
SOUTHWEST AIRLS CO
COM
844741108
1192
20815
SH
SOLE
10585
10230
0
SQUARE INC
CL A
852234103
4318
87756
SH
SOLE
65163
22593
0
STARBUCKS CORP
COM
855244109
632
10925
SH
SOLE
8575
2350
0
STERICYCLE INC
COM
858912108
553
9455
SH
SOLE
4050
5405
0
STRYKER CORP
COM
863667101
6473
40227
SH
SOLE
31781
8446
0
SYSCO CORP
COM
871829107
6419
107056
SH
SOLE
10131
96925
0
TEVA PHARMACEUTICAL INDS LTD
ADR
881624209
501
29300
SH
SOLE
1800
27500
0
TEXAS INSTRS INC
COM
882508104
11400
109728
SH
SOLE
55501
54227
0
3M CO
COM
88579Y101
5872
26750
SH
SOLE
17092
9658
0
TIFFANY & CO NEW
COM
886547108
1953
20000
SH
SOLE
3550
16450
0
TOLL BROTHERS INC
COM
889478103
1070
24730
SH
SOLE
7765
16965
0
TORTOISE ENERGY INFRA CORP
COM
89147L100
335
13400
SH
SOLE
0
13400
0
TRIMBLE NAVIGATION LTD
COM
896239100
7939
221266
SH
SOLE
95833
125433
0
UMB FINL CORP
COM
902788108
321
4439
SH
SOLE
4439
0
0
UNION PAC CORP
COM
907818108
3130
23285
SH
SOLE
10265
13020
0
UNITED PARCEL SERVICE INC
CL B
911312106
2617
25006
SH
SOLE
16614
8392
0
UNITEDHEALTH GROUP INC
COM
91324P102
2130
9955
SH
SOLE
9475
480
0
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
358
4860
SH
SOLE
4630
230
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
1404
29890
SH
SOLE
24030
5860
0
VERIZON COMMUNICATIONS INC
COM
92343V104
1964
41066
SH
SOLE
16546
24520
0
VISA INC
COM CL A
92826C839
3461
28935
SH
SOLE
17235
11700
0
WEC ENERGY GROUP INC
COM
92939U106
458
7300
SH
SOLE
350
6950
0
WAL-MART STORES INC
COM
931142103
852
9573
SH
SOLE
4551
5022
0
WALGREENS BOOTS ALLIANCE INC
COM
931427108
3293
50300
SH
SOLE
4600
45700
0
WASTE MGMT INC DEL
COM
94106L109
10156
120738
SH
SOLE
76129
44609
0
WATERS CORP
COM
941848103
5813
29265
SH
SOLE
12907
16358
0
WELLS FARGO & CO NEW
COM
949746101
355
6768
SH
SOLE
5325
1443
0
WELLTOWER INC
COM
95040Q104
239
4400
SH
SOLE
4400
0
0
WHIRLPOOL CORP
COM
963320106
3891
25410
SH
SOLE
10931
14479
0
XPO LOGISTICS INC
COM
983793100
6290
61784
SH
SOLE
42190
19594
0
YUM BRANDS INC
COM
988498101
2453
28815
SH
SOLE
18735
10080
0
YUM CHINA HLDGS INC
COM
98850P109
1510
36390
SH
SOLE
20810
15580
0
ZOETIS INC
CL A
98978V103
5833
69850
SH
SOLE
35848
34002
0