0001398344-19-002184.txt : 20190206
0001398344-19-002184.hdr.sgml : 20190206
20190206161128
ACCESSION NUMBER: 0001398344-19-002184
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20181231
FILED AS OF DATE: 20190206
DATE AS OF CHANGE: 20190206
EFFECTIVENESS DATE: 20190206
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: 19571679
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
12-31-2018
12-31-2018
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
02-06-2019
0
169
802540
INFORMATION TABLE
2
fp0039184_13fhr-table.xml
13F INFORMATION TABLE
ALLERGAN PLC
SHS
G0177J108
1456
10897
SH
SOLE
4622
6275
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
14290
101342
SH
SOLE
68979
32363
0
INGERSOLL-RAND PLC
SHS
G47791101
219
2400
SH
SOLE
0
2400
0
MEDTRONIC PLC
SHS
G5960L103
10266
112858
SH
SOLE
31290
81568
0
NORWEGIAN CRUISE LINE HLDG L
SHS
G66721104
1160
27358
SH
SOLE
25564
1794
0
GARMIN LTD
SHS
H2906T109
1140
18005
SH
SOLE
1005
17000
0
AT&T INC
COM
00206R102
243
8504
SH
SOLE
6704
1800
0
ABBOTT LABS
COM
002824100
3402
47039
SH
SOLE
15326
31713
0
ABBVIE INC
COM
00287Y109
8432
91461
SH
SOLE
42437
49024
0
ABIOMED INC
COM
003654100
1300
4000
SH
SOLE
0
4000
0
ADOBE SYS INC
COM
00724F101
24844
109814
SH
SOLE
39912
69902
0
AECOM
COM
00766T100
709
26740
SH
SOLE
15715
11025
0
AGILENT TECHNOLOGIES INC
COM
00846U101
867
12855
SH
SOLE
4830
8025
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
14801
107983
SH
SOLE
71535
36448
0
ALPHABET INC
CAP STK CL C
02079K107
22803
22019
SH
SOLE
12222
9797
0
ALPHABET INC
CAP STK CL A
02079k305
21432
20510
SH
SOLE
11354
9156
0
ALPHABET INC
CALL
02079K905
512
50
SH
Call
SOLE
38
12
0
ALTABA INC
COM
021346101
213
3675
SH
SOLE
3675
0
0
ALTUS MIDSTREAM COMPANY CO
CL A
02215L100
696
90000
SH
SOLE
0
90000
0
AMAZON COM INC
COM
023135106
24308
16184
SH
SOLE
11581
4603
0
AMERICAN ELEC PWR INC
COM
025537101
538
7200
SH
SOLE
2700
4500
0
AMERICAN EXPRESS CO
COM
025816109
822
8625
SH
SOLE
4075
4550
0
AMGEN INC
COM
031162100
8704
44712
SH
SOLE
18637
26075
0
APPLE INC
COM
037833100
41529
263274
SH
SOLE
153175
110099
0
AUTODESK INC
COM
052769106
6629
51540
SH
SOLE
34485
17055
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
8913
67978
SH
SOLE
29550
38428
0
BANK AMER CORP
COM
060505104
414
16797
SH
SOLE
6747
10050
0
BAXTER INTL INC
COM
071813109
2489
37812
SH
SOLE
26155
11657
0
BECTON DICKINSON & CO
COM
075887109
817
3627
SH
SOLE
1409
2218
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
4047
19819
SH
SOLE
14946
4873
0
BIOGEN INC
COM
09062X103
2152
7152
SH
SOLE
3628
3524
0
BLACKROCK INC
COM
09247X101
1449
3689
SH
SOLE
2310
1379
0
BOEING CO
COM
097023105
668
2070
SH
SOLE
2025
45
0
BOOKING HLDGS INC
COM
09857L108
9255
5373
SH
SOLE
3462
1911
0
BOULDER GROWTH & INCOME FD I
COM
101507101
316
30325
SH
SOLE
30325
0
0
BRISTOL MYERS SQUIBB CO
COM
110122108
1883
36229
SH
SOLE
18390
17839
0
CDK GLOBAL INC
COM
12508E101
215
4481
SH
SOLE
1913
2568
0
CVS HEALTH CORP
COM
126650100
1846
28170
SH
SOLE
21285
6885
0
CARNIVAL CORP
PAIRED CTF
143658300
6933
140628
SH
SOLE
91541
49087
0
CATERPILLAR INC DEL
COM
149123101
858
6756
SH
SOLE
5180
1576
0
CELGENE CORP
COM
151020104
2307
35993
SH
SOLE
22334
13659
0
CHARLES RIV LABS INTL INC
COM
159864107
10779
95235
SH
SOLE
55425
39810
0
CHEVRON CORP NEW
COM
166764100
218
2000
SH
SOLE
2000
0
0
CHURCH & DWIGHT INC
COM
171340102
13420
204072
SH
SOLE
123033
81039
0
CISCO SYS INC
COM
17275R102
8815
203450
SH
SOLE
104840
98610
0
CITRIX SYS INC
COM
177376100
909
8875
SH
SOLE
4725
4150
0
CLOROX CO DEL
COM
189054109
6267
40658
SH
SOLE
24293
16365
0
COCA COLA CO
COM
191216100
1181
24941
SH
SOLE
14491
10450
0
COLGATE PALMOLIVE CO
COM
194162103
634
10660
SH
SOLE
5860
4800
0
CONSTELLATION BRANDS INV
CL A
21036P108
2802
17425
SH
SOLE
11870
5555
0
CORNING INC
COM
219350105
2820
93363
SH
SOLE
45970
47393
0
COSTCO WHSL CORP NEW
COM
22160K105
14908
73182
SH
SOLE
36438
36744
0
CUMMINS INC
COM
231021106
4524
33855
SH
SOLE
20360
13495
0
D R HORTON INC
COM
23331A109
313
9035
SH
SOLE
3525
5510
0
DXC TECHNOLOGY CO
COM
23355L106
940
17675
SH
SOLE
170
17505
0
DANAHER CORP DEL
COM
235851102
653
6337
SH
SOLE
5665
672
0
DEERE & CO
COM
244199105
212
1420
SH
SOLE
1385
35
0
DELTA AIR LINES INC DEL
COM NEW
247361702
6092
122088
SH
SOLE
77999
44089
0
DELUXE CORP
COM
248019101
1451
37735
SH
SOLE
19620
18115
0
DISNEY WALT CO
COM DISNEY
254687106
877
7998
SH
SOLE
6763
1235
0
DOMINION ENERGY INC
COM
25746U109
375
5250
SH
SOLE
650
4600
0
DONALDSON INC
COM
257651109
3662
84400
SH
SOLE
0
84400
0
DOWDUPONT INC
COM
26078J100
2098
39223
SH
SOLE
20170
19053
0
EBAY INC
COM
278642103
594
21175
SH
SOLE
7500
13675
0
ECOLAB INC
COM
278865100
11711
79478
SH
SOLE
44468
35010
0
EDISON INTL
COM
281020107
377
6645
SH
SOLE
2645
4000
0
EDWARDS LIFESCIENCES CORP
COM
28176E108
7137
46595
SH
SOLE
22645
23950
0
FACEBOOK INC
CL A
30303M102
31865
243076
SH
SOLE
160773
82303
0
FEDEX CORP
COM
31428X106
11036
68407
SH
SOLE
39995
28412
0
FOMENTO ECONOMICO MEXICANO S
SPON ADR UNITS
344419106
337
3920
SH
SOLE
3140
780
0
FRESHPET INC
COM
358039105
1740
54091
SH
SOLE
0
54091
0
GILEAD SCIENCES INC
COM
375558103
2273
36335
SH
SOLE
18690
17645
0
GOLDMAN SACHS GROUP INC
COM
38141G104
591
3540
SH
SOLE
1850
1690
0
GRAINGER W W INC
COM
384802104
5975
21162
SH
SOLE
10313
10849
0
HCA HEALTHCARE INC
COM
40412C101
485
3900
SH
SOLE
3400
500
0
HP INC
COM
40434L105
6091
297690
SH
SOLE
156750
140940
0
HOME DEPOT INC
COM
437076102
13965
81276
SH
SOLE
2384
78892
0
HONEYWELL INTL INC
COM
438516106
215
1625
SH
SOLE
1625
0
0
IDEXX LABS INC
COM
45168D104
335
1800
SH
SOLE
1750
50
0
ILLINOIS TOOL WKS INC
COM
452308109
323
2550
SH
SOLE
2550
0
0
INTEL CORP
COM
458140100
14335
305448
SH
SOLE
111872
193576
0
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
13212
175383
SH
SOLE
114728
60655
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
3151
27717
SH
SOLE
5695
22022
0
INTERNATIONAL FLAVORS&FRAGRA
COM
459506101
271
2020
SH
SOLE
1615
405
0
INVESCO QQQ TR
UNIT SER 1
46090E103
14157
91771
SH
SOLE
71331
20440
0
INVESCO QQQ TR
CALL
46090E903
365
465
SH
Call
SOLE
348
117
0
INTUIT
COM
461202103
27465
139522
SH
SOLE
85984
53538
0
INTUITIVE SURGICAL INC
COM NEW
46120E602
4468
9330
SH
SOLE
9000
330
0
INVESCO EXCHNG TRADED FD TR
DYNMC BIOTECH
46137V787
233
4950
SH
SOLE
3965
985
0
INVESCO EXCHNG TRADED FD TR
SR LN ETF
46138G508
225
10310
SH
SOLE
9660
650
0
ISHARES TR
IBOXX INV CP ETF
464287242
565
5010
SH
SOLE
5010
0
0
ISHARES TR
1-3 YR TR BD ETF
464287457
835
9984
SH
SOLE
3865
6119
0
ISHARES TR
NASDQ BIOTEC ETF
464287556
8038
83360
SH
SOLE
52720
30640
0
ISHARES TR
U.S. PFD STK ETF
464288687
344
10058
SH
SOLE
9543
515
0
JPMORGAN CHASE & CO
COM
46625H100
896
9180
SH
SOLE
6925
2255
0
JOHNSON & JOHNSON
COM
478160104
14173
109823
SH
SOLE
29390
80433
0
KANSAS CITY SOUTHERN
COM NEW
485170302
216
2260
SH
SOLE
585
1675
0
KELLOGG CO
COM
487836108
275
4825
SH
SOLE
2225
2600
0
LILLY ELI & CO
COM
532457108
4049
34988
SH
SOLE
19272
15716
0
MACERICH CO
COM
554382101
4896
113121
SH
SOLE
64121
49000
0
MANNKIND CORP
COM NEW
56400P706
16
15140
SH
SOLE
0
15140
0
MANPOWERGROUP INC
COM
56418H100
346
5335
SH
SOLE
600
4735
0
MASTERCARD INCORPORATED
CL A
57636Q104
4498
23841
SH
SOLE
13501
10340
0
MCDONALDS CORP
COM
580135101
2754
15508
SH
SOLE
4108
11400
0
MCKESSON CORP
COM
58155Q103
586
5307
SH
SOLE
2600
2707
0
MERCADOLIBRE INC
COM
58733R102
503
1718
SH
SOLE
1174
544
0
MERCK & CO INC
COM
58933Y105
4944
64708
SH
SOLE
29991
34717
0
MICROSOFT CORP
COM
594918104
33167
326539
SH
SOLE
99935
226604
0
NETFLIX INC
COM
64110L106
248
925
SH
SOLE
850
75
0
NEXTERA ENERGY INC
COM
65339F101
1147
6600
SH
SOLE
500
6100
0
NIKE INC
CL B
654106103
7007
94505
SH
SOLE
58768
35737
0
NORFOLK SOUTHERN CORP
COM
655844108
5280
35310
SH
SOLE
24608
10702
0
NOVARTIS A G
SPONSORED ADR
66987V109
5621
65500
SH
SOLE
34772
30728
0
NVIDIA CORP
COM
67066G104
479
3585
SH
SOLE
2760
825
0
OMNICOM GROUP INC
COM
681919106
495
6758
SH
SOLE
4758
2000
0
ORACLE CORP
COM
68389X105
3247
71905
SH
SOLE
25392
46513
0
PAYCHEX INC
COM
704326107
9511
145990
SH
SOLE
91868
54122
0
PAYPAL HLDGS INC
COM
70450Y103
17926
213179
SH
SOLE
140139
73040
0
PEPSICO INC
COM
713448108
6091
55134
SH
SOLE
22168
32966
0
PFIZER INC
COM
717081103
3158
72342
SH
SOLE
31617
40725
0
PLAINS ALL AMERN PIPELINE L
UNIT LTD PARTN
726503105
601
30010
SH
SOLE
0
30010
0
PLAINS GP HLDGS L P
LTD PARTNR INT A
72651A207
2083
103633
SH
SOLE
0
103633
0
PROCTER AND GAMBLE CO
COM
742718109
4163
45290
SH
SOLE
4020
41270
0
PROSHARES TR
PSHS ULTSH 20YRD
74347B201
531
15125
SH
SOLE
10950
4175
0
PUBLIC SVC ENTERPRISE GROUP
COM
744573106
290
5575
SH
SOLE
2850
2725
0
QUALCOMM INC
COM
747525103
5905
103763
SH
SOLE
69923
33840
0
QUEST DIAGNOSTICS INC
COM
74834L100
346
4160
SH
SOLE
3600
560
0
RAYTHEON CO
COM
755111507
222
1450
SH
SOLE
1450
0
0
REGENERON PHARMACEUTICALS
COM
75886F107
685
1833
SH
SOLE
820
1013
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1238
4955
SH
SOLE
3999
956
0
SPDR GOLD TRUST
GOLD SHS
78463V107
239
1970
SH
SOLE
1795
175
0
SALESFORCE COM INC
COM
79466L302
836
6105
SH
SOLE
2650
3455
0
SAP SE
SPON ADR
803054204
5883
59097
SH
SOLE
35421
23676
0
SCHEIN HENRY INC
COM
806407102
3663
46650
SH
SOLE
41387
5263
0
SCOTTS MIRACLE GRO CO
CL A
810186106
13644
222000
SH
SOLE
112247
109753
0
SHERWIN WILLIAMS CO
COM
824348106
236
600
SH
SOLE
600
0
0
SIX FLAGS ENTMT CORP NEW
COM
83001A102
6759
121492
SH
SOLE
71573
49919
0
SMUCKER J M CO
COM NEW
832696405
203
2175
SH
SOLE
2100
75
0
SOUTHWEST AIRLS CO
COM
844741108
893
19215
SH
SOLE
9560
9655
0
SQUARE INC
CL A
852234103
4934
87974
SH
SOLE
64853
23121
0
STARBUCKS CORP
COM
855244109
704
10925
SH
SOLE
8575
2350
0
STRYKER CORP
COM
863667101
6525
41627
SH
SOLE
31780
9847
0
SYSCO CORP
COM
871829107
6740
107566
SH
SOLE
12196
95370
0
TEVA PHARMACEUTICAL INDS LTD
ADR
881624209
441
28600
SH
SOLE
2600
26000
0
TEXAS INSTRS INC
COM
882508104
10800
114288
SH
SOLE
62016
52272
0
3M CO
COM
88579Y101
5398
28330
SH
SOLE
17764
10566
0
TIFFANY & CO NEW
COM
886547108
1594
19800
SH
SOLE
4350
15450
0
TOLL BROTHERS INC
COM
889478103
642
19495
SH
SOLE
8005
11490
0
TORTOISE ENERGY INFRA CORP
COM
89147L100
259
13000
SH
SOLE
0
13000
0
TRIMBLE INC
COM
896239100
7113
216127
SH
SOLE
99264
116863
0
UMB FINL CORP
COM
902788108
338
5547
SH
SOLE
4439
1108
0
UNION PAC CORP
COM
907818108
3711
26845
SH
SOLE
12390
14455
0
UNITED PARCEL SERVICE INC
CL B
911312106
1815
18605
SH
SOLE
11906
6699
0
UNITEDHEALTH GROUP INC
COM
91324P102
2480
9955
SH
SOLE
9475
480
0
VERIZON COMMUNICATIONS INC
COM
92343V104
2089
37156
SH
SOLE
15536
21620
0
VISA INC
COM CL A
92826C839
5075
38465
SH
SOLE
23850
14615
0
WEC ENERGY GROUP INC
COM
92939U106
506
7300
SH
SOLE
350
6950
0
WALMART INC
COM
931142103
894
9599
SH
SOLE
4701
4898
0
WALGREENS BOOTS ALLIANCE INC
COM
931427108
3430
50200
SH
SOLE
4500
45700
0
WASTE MGMT INC DEL
COM
94106L109
11213
126006
SH
SOLE
80167
45839
0
WATERS CORP
COM
941848103
5214
27636
SH
SOLE
13357
14279
0
WELLS FARGO CO NEW
COM
949746101
339
7353
SH
SOLE
4950
2403
0
WELLTOWER INC
COM
95040Q104
295
4250
SH
SOLE
4250
0
0
WHIRLPOOL CORP
COM
963320106
1800
16839
SH
SOLE
6936
9903
0
WISDOMTREE TR
FLOATING RAT TREA
97717X628
1559
62179
SH
SOLE
62179
0
0
XPO LOGISTICS INC
COM
983793100
4216
73909
SH
SOLE
50065
23844
0
YUM BRANDS INC
COM
988498101
2176
23670
SH
SOLE
16440
7230
0
YUM CHINA HLDGS INC
COM
98850P109
1111
33120
SH
SOLE
18590
14530
0
ZOETIS INC
CL A
98978V103
6639
77610
SH
SOLE
40923
36687
0