0001398344-20-007697.txt : 20200408
0001398344-20-007697.hdr.sgml : 20200408
20200408161537
ACCESSION NUMBER: 0001398344-20-007697
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200408
DATE AS OF CHANGE: 20200408
EFFECTIVENESS DATE: 20200408
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: 20782135
BUSINESS ADDRESS:
STREET 1: 300 CORPORATE POINTE
STREET 2: SUITE 380
CITY: CULVER CITY
STATE: CA
ZIP: 90230
BUSINESS PHONE: (310) 873-3024
MAIL ADDRESS:
STREET 1: 300 CORPORATE POINTE
STREET 2: SUITE 380
CITY: CULVER CITY
STATE: CA
ZIP: 90230
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001566030
XXXXXXXX
03-31-2020
03-31-2020
false
INVESTMENT HOUSE LLC
300 CORPORATE POINTE
SUITE 380
CULVER CITY
CA
90230
13F HOLDINGS REPORT
028-15213
N
David L. Kahn
Compliance Officer
310-873-3024
/s/ David L. Kahn
Culver City
CA
04-08-2020
0
171
879224
INFORMATION TABLE
2
fp0052489_13fhr-table.xml
13F INFORMATION TABLE
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
15926
97547
SH
SOLE
65063
32484
0
MEDTRONIC PLC
SHS
G5960L103
11052
122556
SH
SOLE
37680
84876
0
ALCON INC
ORD SHS
H01301128
427
8400
SH
SOLE
3905
4495
0
GARMIN LTD
SHS
H2906T109
1327
17705
SH
SOLE
905
16800
0
AT&T INC
COM
00206R102
897
30758
SH
SOLE
18743
12015
0
ABBOTT LABS
COM
002824100
4144
52519
SH
SOLE
18036
34483
0
ABBVIE INC
COM
00287Y109
6951
91231
SH
SOLE
46289
44942
0
ABIOMED INC
COM
003654100
581
4000
SH
SOLE
0
4000
0
ADOBE INC
COM
00724F101
33413
104994
SH
SOLE
38332
66662
0
AECOM
COM
00766T100
614
20555
SH
SOLE
9505
11050
0
AGILENT TECHNOLOGIES INC
COM
00846U101
848
11845
SH
SOLE
4120
7725
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
21349
109775
SH
SOLE
67990
41785
0
ALPHABET INC
CAP STK CL C
02079K107
22292
19171
SH
SOLE
10144
9027
0
ALPHABET INC
CAP STK CL A
02079k305
24862
21397
SH
SOLE
10872
10525
0
AMAZON COM INC
COM
023135106
32650
16746
SH
SOLE
11724
5022
0
AMERICAN ELEC PWR CO INC
COM
025537101
456
5700
SH
SOLE
1200
4500
0
AMERICAN EXPRESS CO
COM
025816109
817
9539
SH
SOLE
3275
6264
0
AMGEN INC
COM
031162100
10358
51095
SH
SOLE
21544
29551
0
APPLE INC
COM
037833100
65856
258978
SH
SOLE
148027
110951
0
AUTODESK INC
COM
052769106
7910
50675
SH
SOLE
31745
18930
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
9611
70319
SH
SOLE
29343
40976
0
BANK AMER CORP
COM
060505104
278
13113
SH
SOLE
9263
3850
0
BAXTER INTL INC
COM
071813109
3011
37087
SH
SOLE
26721
10366
0
BECTON DICKINSON & CO
COM
075887109
719
3131
SH
SOLE
1360
1771
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
3013
16478
SH
SOLE
3320
13158
0
BIOGEN INC
COM
09062X103
2085
6589
SH
SOLE
3398
3191
0
BLACKROCK INC
COM
09247X101
2129
4840
SH
SOLE
2730
2110
0
BOOKING HLDGS INC
COM
09857L108
4811
3576
SH
SOLE
1685
1891
0
BOULDER GROWTH & INCOME FD I
COM
101507101
279
30325
SH
SOLE
30325
0
0
BRINKS CO
COM
109696104
241
4625
SH
SOLE
2250
2375
0
BRISTOL MYERS SQUIBB CO
COM
110122108
2404
43135
SH
SOLE
20606
22529
0
BRISTOL MYERS SQUIBB CO
RIGHT 99/99/9999
110122157
63
16539
SH
SOLE
7509
9030
0
BROADCOM INC
COM
11135F101
213
900
SH
SOLE
900
0
0
CVS HEALTH CORP
COM
126650100
2282
38467
SH
SOLE
23460
15007
0
CARNIVAL CORP
PAIRED CTF
143658300
439
33345
SH
SOLE
10965
22380
0
CATERPILLAR INC DEL
COM
149123101
743
6406
SH
SOLE
5093
1313
0
CHARLES RIV LABS INTL INC
COM
159864107
11910
94370
SH
SOLE
53335
41035
0
CHARTER COMMUNICATIONS INC N
CL A
16119P108
303
694
SH
SOLE
0
694
0
CHURCH & DWIGHT INC
COM
171340102
11926
185822
SH
SOLE
118255
67567
0
CISCO SYS INC
COM
17275R102
6828
173700
SH
SOLE
67455
106245
0
CITRIX SYS INC
COM
177376100
1256
8875
SH
SOLE
4725
4150
0
CLOROX CO DEL
COM
189054109
7274
41986
SH
SOLE
23784
18202
0
COCA COLA CO
COM
191216100
1066
24091
SH
SOLE
14541
9550
0
COLGATE PALMOLIVE CO
COM
194162103
734
11060
SH
SOLE
5860
5200
0
CONSTELLATION BRANDS INC
CL A
21036P108
2432
16965
SH
SOLE
9645
7320
0
CORNING INC
COM
219350105
5729
278918
SH
SOLE
171290
107628
0
COSTCO WHSL CORP NEW
COM
22160K105
20755
72791
SH
SOLE
35036
37755
0
CROWDSTRIKE HLDGS INC
CL A
22788C105
1945
34930
SH
SOLE
25300
9630
0
CUMMINS INC
COM
231021106
3597
26582
SH
SOLE
13859
12723
0
D R HORTON INC
COM
23331A109
239
7035
SH
SOLE
1875
5160
0
DXC TECHNOLOGY CO
COM
23355L106
216
16530
SH
SOLE
170
16360
0
DANAHER CORPORATION
COM
235851102
877
6337
SH
SOLE
5791
546
0
DELTA AIR LINES INC DEL
COM NEW
247361702
1068
37425
SH
SOLE
15300
22125
0
DISNEY WALT CO
COM DISNEY
254687106
3496
36191
SH
SOLE
17034
19157
0
DOMINION ENERGY INC
COM
25746U109
396
5484
SH
SOLE
884
4600
0
DONALDSON INC
COM
257651109
3241
83900
SH
SOLE
0
83900
0
EBAY INC
COM
278642103
500
16650
SH
SOLE
4875
11775
0
ECOLAB INC
COM
278865100
12296
78904
SH
SOLE
44376
34528
0
EDISON INTL
COM
281020107
364
6651
SH
SOLE
2651
4000
0
EDWARDS LIFESCIENCES CORP
COM
28176E108
8185
43395
SH
SOLE
20735
22660
0
ELECTRONIC ARTS INC
COM
285512109
638
6365
SH
SOLE
5035
1330
0
EMERGENT BIOSOLUTIONS INC
COM
29089Q105
1131
19540
SH
SOLE
15430
4110
0
EQUINIX INC
COM
29444U700
650
1040
SH
SOLE
0
1040
0
FACEBOOK INC
CL A
30303M102
40011
239876
SH
SOLE
154833
85043
0
FEDEX CORP
COM
31428X106
5416
44660
SH
SOLE
18593
26067
0
FRESHPET INC
COM
358039105
1806
28275
SH
SOLE
0
28275
0
GILEAD SCIENCES INC
COM
375558103
2253
30142
SH
SOLE
15370
14772
0
GLOBAL PMTS INC
COM
37940X102
242
1675
SH
SOLE
350
1325
0
GOLDMAN SACHS GROUP INC
COM
38141G104
612
3960
SH
SOLE
1005
2955
0
GRAINGER W W INC
COM
384802104
3922
15783
SH
SOLE
7872
7911
0
HCA HEALTHCARE INC
COM
40412C101
243
2700
SH
SOLE
2600
100
0
HP INC
COM
40434L105
975
56190
SH
SOLE
8225
47965
0
HOME DEPOT INC
COM
437076102
14950
80070
SH
SOLE
1950
78120
0
HONEYWELL INTL INC
COM
438516106
224
1675
SH
SOLE
1675
0
0
IDEXX LABS INC
COM
45168D104
436
1800
SH
SOLE
1750
50
0
ILLINOIS TOOL WKS INC
COM
452308109
362
2550
SH
SOLE
2550
0
0
INTEL CORP
COM
458140100
14511
268131
SH
SOLE
85372
182759
0
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
13694
169582
SH
SOLE
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60966
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INTERNATIONAL BUSINESS MACHS
COM
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2515
22675
SH
SOLE
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INTERNATIONAL FLAVORS&FRAGRA
COM
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3729
36529
SH
SOLE
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12975
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INVESCO QQQ TR
UNIT SER 1
46090E103
993
13215
SH
SOLE
7834
5381
0
INTUIT
COM
461202103
30913
134404
SH
SOLE
83760
50644
0
INTUITIVE SURGICAL INC
COM NEW
46120E602
4635
9360
SH
SOLE
9020
340
0
INVESTAR HLDG CORP
COM
46134L105
145
11327
SH
SOLE
0
11327
0
INVESCO EXCHANGE TRADED FD T
DYNMC BIOTECH
46137V787
560
12055
SH
SOLE
3315
8740
0
ISHARES TR
MSCI EMG MKT ETF
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317
9280
SH
SOLE
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2905
0
ISHARES TR
IBOXX INV CP ETF
464287242
849
6875
SH
SOLE
6525
350
0
ISHARES TR
1-3 YR TR BD ETF
464287457
1256
14491
SH
SOLE
6790
7701
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ISHARES TR
NASDQ BIOTEC ETF
464287556
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85825
SH
SOLE
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34340
0
ISHARES TR
U.S. PFD STK ETF
464288687
318
9988
SH
SOLE
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445
0
JPMORGAN CHASE & CO
COM
46625H100
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62995
SH
SOLE
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32580
0
JOHNSON & JOHNSON
COM
478160104
14380
109660
SH
SOLE
33366
76294
0
KANSAS CITY SOUTHERN
COM NEW
485170302
262
2060
SH
SOLE
635
1425
0
KELLOGG CO
COM
487836108
238
3975
SH
SOLE
1375
2600
0
LILLY ELI & CO
COM
532457108
6381
45996
SH
SOLE
25362
20634
0
MACERICH CO
COM
554382101
563
100037
SH
SOLE
96728
3309
0
MANNKIND CORP
COM NEW
56400P706
16
15140
SH
SOLE
0
15140
0
MANPOWERGROUP INC
COM
56418H100
223
4210
SH
SOLE
1360
2850
0
MASTERCARD INC
CL A
57636Q104
4497
18617
SH
SOLE
7697
10920
0
MCDONALDS CORP
COM
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2431
14705
SH
SOLE
3355
11350
0
MCKESSON CORP
COM
58155Q103
220
1625
SH
SOLE
1300
325
0
MERCADOLIBRE INC
COM
58733R102
760
1556
SH
SOLE
1201
355
0
MERCK & CO INC
COM
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90621
SH
SOLE
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MICROSOFT CORP
COM
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51865
328861
SH
SOLE
106653
222208
0
MOTOROLA SOLUTIONS INC
COM NEW
620076307
5629
42346
SH
SOLE
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15728
0
NIO INC
SPON ADR
62914V106
47
16750
SH
SOLE
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500
0
NETFLIX INC
COM
64110L106
394
1049
SH
SOLE
925
124
0
NEXTERA ENERGY INC
COM
65339F101
1203
5000
SH
SOLE
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4500
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NIKE INC
CL B
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SH
SOLE
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NORFOLK SOUTHERN CORP
COM
655844108
5049
34585
SH
SOLE
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NOVARTIS A G
SPONSORED ADR
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SOLE
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34236
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NVIDIA CORP
COM
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SH
SOLE
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OMNICOM GROUP INC
COM
681919106
367
6680
SH
SOLE
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2000
0
ORACLE CORP
COM
68389X105
3119
64530
SH
SOLE
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0
PAYCHEX INC
COM
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SH
SOLE
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PAYPAL HLDGS INC
COM
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SH
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PEPSICO INC
COM
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SH
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PFIZER INC
COM
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2100
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SH
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PLAINS ALL AMERN PIPELINE L
UNIT LTD PARTN
726503105
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PLAINS GP HLDGS L P
LTD PARTNR INT A
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PRECISION DRILLING CORP
COM 2010
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40600
SH
SOLE
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40600
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PROCTER AND GAMBLE CO
COM
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4930
44820
SH
SOLE
3550
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PUBLIC SVC ENTERPRISE GRP IN
COM
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214
4775
SH
SOLE
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1925
0
QUALCOMM INC
COM
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110143
SH
SOLE
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QUEST DIAGNOSTICS INC
COM
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431
5365
SH
SOLE
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2265
0
REGENERON PHARMACEUTICALS
COM
75886F107
591
1210
SH
SOLE
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710
0
SPDR S&P 500 ETF TR
TR UNIT
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SH
SOLE
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4579
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SPDR GOLD TRUST
GOLD SHS
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SH
SOLE
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2405
0
SALESFORCE COM INC
COM
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896
6225
SH
SOLE
2960
3265
0
SAP SE
SPON ADR
803054204
6499
58816
SH
SOLE
34850
23966
0
HENRY SCHEIN INC
COM
806407102
757
14990
SH
SOLE
12101
2889
0
THE CHARLES SCHWAB CORPORATI
COM
808513105
297
8842
SH
SOLE
0
8842
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SCOTTS MIRACLE GRO CO
CL A
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21953
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SH
SOLE
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SHERWIN WILLIAMS CO
COM
824348106
276
600
SH
SOLE
600
0
0
SOUTHERN CO
COM
842587107
237
4378
SH
SOLE
878
3500
0
SOUTHWEST AIRLS CO
COM
844741108
289
8111
SH
SOLE
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2851
0
SQUARE INC
CL A
852234103
4438
84724
SH
SOLE
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0
STARBUCKS CORP
COM
855244109
690
10500
SH
SOLE
7850
2650
0
STRYKER CORP
COM
863667101
6776
40702
SH
SOLE
31191
9511
0
SYSCO CORP
COM
871829107
4720
103450
SH
SOLE
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0
TJX COS INC NEW
COM
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756
15819
SH
SOLE
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15819
0
TAKE-TWO INTERACTIVE SOFTWAR
COM
874054109
1562
13170
SH
SOLE
8700
4470
0
TARGET CORP
COM
87612E106
269
2890
SH
SOLE
2775
115
0
TESLA INC
COM
88160R101
202
386
SH
SOLE
0
386
0
TEVA PHARMACEUTICAL INDS LTD
ADR
881624209
216
24000
SH
SOLE
800
23200
0
TEXAS INSTRS INC
COM
882508104
11419
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SH
SOLE
61511
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0
3M CO
COM
88579Y101
3704
27130
SH
SOLE
16597
10533
0
TIFFANY & CO NEW
COM
886547108
2292
17700
SH
SOLE
4590
13110
0
TOLL BROTHERS INC
COM
889478103
301
15620
SH
SOLE
4605
11015
0
TRIMBLE INC
COM
896239100
6534
205274
SH
SOLE
91314
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0
TWITTER INC
COM
90184L102
299
12194
SH
SOLE
0
12194
0
UMB FINL CORP
COM
902788108
257
5547
SH
SOLE
4993
554
0
UNION PACIFIC CORP
COM
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4442
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SH
SOLE
12470
19028
0
UNITED PARCEL SERVICE INC
CL B
911312106
4375
46830
SH
SOLE
28943
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0
UNITEDHEALTH GROUP INC
COM
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2426
9730
SH
SOLE
9250
480
0
VERIZON COMMUNICATIONS INC
COM
92343V104
4335
80676
SH
SOLE
50669
30007
0
VERTEX PHARMACEUTICALS INC
COM
92532F100
1517
6376
SH
SOLE
4905
1471
0
VISA INC
COM CL A
92826C839
6370
39533
SH
SOLE
24105
15428
0
WEC ENERGY GROUP INC
COM
92939U106
643
7300
SH
SOLE
350
6950
0
WALMART INC
COM
931142103
1119
9850
SH
SOLE
4801
5049
0
WALGREENS BOOTS ALLIANCE INC
COM
931427108
2178
47600
SH
SOLE
2000
45600
0
WASTE MGMT INC DEL
COM
94106L109
11618
125516
SH
SOLE
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0
WATERS CORP
COM
941848103
4046
22225
SH
SOLE
11223
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0
WELLS FARGO CO NEW
COM
949746101
202
7030
SH
SOLE
6450
580
0
WESTERN ASSET GLOBAL CP DEFI
COM
95790C107
268
19550
SH
SOLE
18500
1050
0
WHIRLPOOL CORP
COM
963320106
1299
15135
SH
SOLE
6416
8719
0
WISDOMTREE TR
FLOATING RAT TREA
97717X628
1392
55427
SH
SOLE
55427
0
0
XPO LOGISTICS INC
COM
983793100
865
17735
SH
SOLE
8985
8750
0
YUM BRANDS INC
COM
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1416
20664
SH
SOLE
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5330
0
YUM CHINA HLDGS INC
COM
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27914
SH
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ZOETIS INC
CL A
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SH
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