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 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0 INTERNATIONAL BUSINESS MACHS COM 459200101 2515 22675 SH SOLE 4370 18305 0 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 3729 36529 SH SOLE 23554 12975 0 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 464287234 317 9280 SH SOLE 6375 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 0 ISHARES TR NASDQ BIOTEC ETF 464287556 9247 85825 SH SOLE 51485 34340 0 ISHARES TR U.S. PFD STK ETF 464288687 318 9988 SH SOLE 9543 445 0 JPMORGAN CHASE & CO COM 46625H100 5671 62995 SH SOLE 30415 32580 0 JOHNSON & JOHNSON COM 478160104 14380 109660 SH SOLE 33366 76294 0 KANSAS CITY SOUTHERN COM NEW 485170302 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INC COM 74834L100 431 5365 SH SOLE 3100 2265 0 REGENERON PHARMACEUTICALS COM 75886F107 591 1210 SH SOLE 500 710 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 3074 15928 SH SOLE 11349 4579 0 SPDR GOLD TRUST GOLD SHS 78463V107 1608 10861 SH SOLE 8456 2405 0 SALESFORCE COM INC COM 79466L302 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 0 SCOTTS MIRACLE GRO CO CL A 810186106 21953 214385 SH SOLE 109515 104870 0 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 5260 2851 0 SQUARE INC CL A 852234103 4438 84724 SH SOLE 58816 25908 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 11475 91975 0 TJX COS INC 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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 78497 47019 0 WATERS CORP COM 941848103 4046 22225 SH SOLE 11223 11002 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 988498101 1416 20664 SH SOLE 15334 5330 0 YUM CHINA HLDGS INC COM 98850P109 1190 27914 SH SOLE 16109 11805 0 ZOETIS INC CL A 98978V103 9005 76518 SH SOLE 39386 37132 0