0001398344-20-013670.txt : 20200713 0001398344-20-013670.hdr.sgml : 20200713 20200713131415 ACCESSION NUMBER: 0001398344-20-013670 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200713 DATE AS OF CHANGE: 20200713 EFFECTIVENESS DATE: 20200713 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: 201024865 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 06-30-2020 06-30-2020 false INVESTMENT HOUSE LLC

300 CORPORATE POINTE SUITE 380 CULVER CITY CA 90230

13F HOLDINGS REPORT 028-15213 N David L. Kahn 310-873-3024 /s/ David L. Kahn Culver City CA 07-10-2020 0 189 1137432 INFORMATION TABLE 2 fp0055456_13fhr-table.xml 13F INFORMATION TABLE BIOHAVEN PHARMACTL HLDG CO L COM G11196105 497 6800 SH SOLE 4575 2225 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 20862 97160 SH SOLE 62981 34179 0 MARVELL TECHNOLOGY GROUP LTD ORD SHS G5876H105 278 7925 SH SOLE 5975 1950 0 MEDTRONIC PLC SHS G5960L103 10098 110121 SH SOLE 23505 86616 0 TRANE TECHNOLOGIES PLC SHS G8994E103 214 2400 SH SOLE 0 2400 0 GARMIN LTD SHS H2906T109 1726 17705 SH SOLE 905 16800 0 AT&T INC COM 00206R102 514 17007 SH SOLE 13747 3260 0 ABBOTT LABS COM 002824100 5009 54790 SH SOLE 20141 34649 0 ABBVIE INC COM 00287Y109 9095 92636 SH SOLE 47621 45015 0 ABIOMED INC COM 003654100 966 4000 SH SOLE 0 4000 0 ADOBE INC COM 00724F101 45474 104464 SH SOLE 38098 66366 0 AECOM COM 00766T100 604 16075 SH SOLE 6550 9525 0 AGILENT TECHNOLOGIES INC COM 00846U101 1025 11595 SH SOLE 3970 7625 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 26581 123230 SH SOLE 74765 48465 0 ALPHABET INC CAP STK CL C 02079K107 27249 19276 SH SOLE 10191 9085 0 ALPHABET INC CAP STK CL A 02079k305 30271 21347 SH SOLE 10856 10491 0 AMAZON COM INC COM 023135106 44491 16127 SH SOLE 11210 4917 0 AMERICAN ELEC PWR CO INC COM 025537101 454 5700 SH SOLE 1200 4500 0 AMERICAN EXPRESS CO COM 025816109 787 8268 SH SOLE 3350 4918 0 AMGEN INC COM 031162100 11457 48574 SH SOLE 19139 29435 0 APPLE INC COM 037833100 95431 261597 SH SOLE 145436 116161 0 AUTODESK INC COM 052769106 11852 49550 SH SOLE 30780 18770 0 AUTOMATIC DATA PROCESSING IN COM 053015103 10424 70014 SH SOLE 29110 40904 0 AVERY DENNISON CORP COM 053611109 204 1786 SH SOLE 0 1786 0 BK OF AMERICA CORP COM 060505104 2395 100834 SH SOLE 60362 40472 0 BAXTER INTL INC COM 071813109 3406 39562 SH SOLE 28306 11256 0 BECTON DICKINSON & CO COM 075887109 616 2576 SH SOLE 1360 1216 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1337 5 SH SOLE 0 5 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5406 30284 SH SOLE 10459 19825 0 BIOGEN INC COM 09062X103 1743 6514 SH SOLE 3323 3191 0 BLACKROCK INC COM 09247X101 2602 4783 SH SOLE 2812 1971 0 BOEING CO COM 097023105 650 3545 SH SOLE 500 3045 0 BOOKING HOLDINGS INC COM 09857L108 2689 1689 SH SOLE 854 835 0 BOULDER GROWTH & INCOME FD I COM 101507101 286 30325 SH SOLE 30325 0 0 BRINKS CO COM 109696104 257 5655 SH SOLE 3700 1955 0 BRISTOL-MYERS SQUIBB CO COM 110122108 2682 45607 SH SOLE 22592 23015 0 BRISTOL-MYERS SQUIBB CO RIGHT 99/99/9999 110122157 59 16539 SH SOLE 7509 9030 0 BROADCOM INC COM 11135F101 308 975 SH SOLE 975 0 0 CVS HEALTH CORP COM 126650100 1835 28243 SH SOLE 14000 14243 0 CATERPILLAR INC DEL COM 149123101 1266 10006 SH SOLE 5143 4863 0 CHARLES RIV LABS INTL INC COM 159864107 16384 93973 SH SOLE 53265 40708 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 355 697 SH SOLE 0 697 0 CHEVRON CORP NEW COM 166764100 506 5671 SH SOLE 775 4896 0 CHURCH & DWIGHT INC COM 171340102 14316 185197 SH SOLE 116205 68992 0 CISCO SYS INC COM 17275R102 7796 167160 SH SOLE 63380 103780 0 CITRIX SYS INC COM 177376100 1313 8875 SH SOLE 4725 4150 0 CLOROX CO DEL COM 189054109 9978 45486 SH SOLE 23536 21950 0 COCA COLA CO COM 191216100 1128 25235 SH SOLE 14541 10694 0 COLGATE PALMOLIVE CO COM 194162103 772 10535 SH SOLE 5360 5175 0 CONOCOPHILLIPS COM 20825C104 337 8023 SH SOLE 2542 5481 0 CONSTELLATION BRANDS INC CL A 21036P108 1364 7795 SH SOLE 3090 4705 0 CORNING INC COM 219350105 7621 294228 SH SOLE 183540 110688 0 COSTCO WHSL CORP NEW COM 22160K105 22044 72701 SH SOLE 34893 37808 0 CROWDSTRIKE HLDGS INC CL A 22788C105 3581 35705 SH SOLE 25970 9735 0 CUMMINS INC COM 231021106 3803 21949 SH SOLE 10793 11156 0 D R HORTON INC COM 23331A109 405 7310 SH SOLE 2150 5160 0 DXC TECHNOLOGY CO COM 23355L106 267 16210 SH SOLE 170 16040 0 DANAHER CORPORATION COM 235851102 1169 6612 SH SOLE 5791 821 0 DEERE & CO COM 244199105 218 1385 SH SOLE 1385 0 0 DISNEY WALT CO COM DISNEY 254687106 2580 23137 SH SOLE 6666 16471 0 DOMINION ENERGY INC COM 25746U109 445 5484 SH SOLE 884 4600 0 DONALDSON INC COM 257651109 3903 83900 SH SOLE 0 83900 0 EBAY INC. COM 278642103 750 14300 SH SOLE 2525 11775 0 ECOLAB INC COM 278865100 15729 79059 SH SOLE 44669 34390 0 EDISON INTL COM 281020107 361 6651 SH SOLE 2651 4000 0 EDWARDS LIFESCIENCES CORP COM 28176E108 8980 129935 SH SOLE 61685 68250 0 ELECTRONIC ARTS INC COM 285512109 819 6200 SH SOLE 4920 1280 0 EMERGENT BIOSOLUTIONS INC COM 29089Q105 3192 40370 SH SOLE 25690 14680 0 EQUINIX INC COM 29444U700 730 1040 SH SOLE 0 1040 0 EXXON MOBIL CORP COM 30231G102 610 13650 SH SOLE 850 12800 0 FACEBOOK INC CL A 30303M102 55141 242836 SH SOLE 152695 90141 0 FEDEX CORP COM 31428X106 5828 41564 SH SOLE 15653 25911 0 FORTIVE CORP COM 34959J108 212 3130 SH SOLE 2655 475 0 FRESHPET INC COM 358039105 3287 39294 SH SOLE 0 39294 0 FS KKR CAP CORP II COM 35952V303 194 15058 SH SOLE 0 15058 0 GILEAD SCIENCES INC COM 375558103 2319 30142 SH SOLE 15370 14772 0 GLOBAL PMTS INC COM 37940X102 284 1675 SH SOLE 365 1310 0 GOLDMAN SACHS GROUP INC COM 38141G104 329 1665 SH SOLE 730 935 0 GRAINGER W W INC COM 384802104 4724 15037 SH SOLE 7326 7711 0 HP INC COM 40434L105 455 26088 SH SOLE 8225 17863 0 HOME DEPOT INC COM 437076102 20058 80070 SH SOLE 2000 78070 0 HONEYWELL INTL INC COM 438516106 257 1775 SH SOLE 1600 175 0 IDEXX LABS INC COM 45168D104 594 1800 SH SOLE 1750 50 0 ILLINOIS TOOL WKS INC COM 452308109 360 2060 SH SOLE 1900 160 0 INTEL CORP COM 458140100 15819 264391 SH SOLE 82647 181744 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 15545 169702 SH SOLE 108783 60919 0 INTERNATIONAL BUSINESS MACHS COM 459200101 2525 20905 SH SOLE 4312 16593 0 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 4500 36744 SH SOLE 23794 12950 0 INVESCO QQQ TR UNIT SER 1 46090E103 6947 28059 SH SOLE 10440 17619 0 INTUIT COM 461202103 39338 132814 SH SOLE 82303 50511 0 INTUITIVE SURGICAL INC COM NEW 46120E602 5334 9360 SH SOLE 9020 340 0 INVESTAR HLDG CORP COM 46134L105 164 11327 SH SOLE 0 11327 0 INVESCO EXCHANGE TRADED FD T DYNMC BIOTECH 46137V787 694 11915 SH SOLE 3250 8665 0 INVESCO EXCHANGE-TRADED FD T SR LN ETF 46138G508 208 9720 SH SOLE 0 9720 0 ISHARES INC MSCI STH KOR ETF 464286772 406 7115 SH SOLE 4750 2365 0 ISHARES TR MSCI EMG MKT ETF 464287234 857 21425 SH SOLE 14430 6995 0 ISHARES TR IBOXX INV CP ETF 464287242 1251 9303 SH SOLE 0 9303 0 ISHARES TR 1-3 YR TR BD ETF 464287457 1243 14348 SH SOLE 0 14348 0 ISHARES TR NASDQ BIOTEC ETF 464287556 11630 85085 SH SOLE 50940 34145 0 ISHARES TR RUSSELL 2000 ETF 464287655 4246 29655 SH SOLE 11184 18471 0 ISHARES TR U.S. PFD STK ETF 464288687 346 9988 SH SOLE 9543 445 0 ISHARES TR MSCI CHINA ETF 46429B671 389 5950 SH SOLE 3975 1975 0 JPMORGAN CHASE & CO COM 46625H100 2407 25585 SH SOLE 13415 12170 0 JOHNSON & JOHNSON COM 478160104 15981 113638 SH SOLE 35186 78452 0 KANSAS CITY SOUTHERN COM NEW 485170302 308 2060 SH SOLE 635 1425 0 KELLOGG CO COM 487836108 265 4017 SH SOLE 1375 2642 0 LILLY ELI & CO COM 532457108 7583 46186 SH SOLE 25683 20503 0 LOWES COS INC COM 548661107 257 1905 SH SOLE 1785 120 0 MACERICH CO COM 554382101 944 105248 SH SOLE 105248 0 0 MANNKIND CORP COM NEW 56400P706 26 15140 SH SOLE 0 15140 0 MASTERCARD INCORPORATED CL A 57636Q104 5492 18572 SH SOLE 7752 10820 0 MCDONALDS CORP COM 580135101 2688 14570 SH SOLE 3255 11315 0 MCKESSON CORP COM 58155Q103 234 1525 SH SOLE 1200 325 0 MERCADOLIBRE INC COM 58733R102 1489 1511 SH SOLE 1231 280 0 MERCK & CO. INC COM 58933Y105 7210 93236 SH SOLE 49246 43990 0 MICROSOFT CORP COM 594918104 68002 334146 SH SOLE 105963 228183 0 MOTOROLA SOLUTIONS INC COM NEW 620076307 7017 50076 SH SOLE 29838 20238 0 NIO INC SPON ADR 62914V106 1149 148898 SH SOLE 66274 82624 0 NETFLIX INC COM 64110L106 477 1049 SH SOLE 945 104 0 NEXTERA ENERGY INC COM 65339F101 1201 5000 SH SOLE 500 4500 0 NIKE INC CL B 654106103 9014 91934 SH SOLE 58128 33806 0 NORFOLK SOUTHERN CORP COM 655844108 6047 34440 SH SOLE 23444 10996 0 NOVARTIS AG SPONSORED ADR 66987V109 7241 82906 SH SOLE 46759 36147 0 NVIDIA CORPORATION COM 67066G104 7482 19695 SH SOLE 14358 5337 0 ORACLE CORP COM 68389X105 3754 67915 SH SOLE 22092 45823 0 OTIS WORLDWIDE CORP COM 68902V107 222 3913 SH SOLE 361 3552 0 PAYCHEX INC COM 704326107 11764 155295 SH SOLE 92618 62677 0 PAYPAL HLDGS INC COM 70450Y103 35370 203005 SH SOLE 126366 76639 0 PEPSICO INC COM 713448108 6960 52626 SH SOLE 20416 32210 0 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 822 99415 SH SOLE 79515 19900 0 PFIZER INC COM 717081103 2131 65168 SH SOLE 28348 36820 0 PHILLIPS 66 COM 718546104 294 4093 SH SOLE 1353 2740 0 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 497 56229 SH SOLE 3219 53010 0 PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 744 83633 SH SOLE 0 83633 0 PROCTER AND GAMBLE CO COM 742718109 5379 44984 SH SOLE 3600 41384 0 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 235 4775 SH SOLE 2850 1925 0 QUALCOMM INC COM 747525103 11589 127057 SH SOLE 78462 48595 0 QUEST DIAGNOSTICS INC COM 74834L100 413 3628 SH SOLE 2800 828 0 RPM INTL INC COM 749685103 205 2725 SH SOLE 2725 0 0 RAYTHEON TECHNOLOGIES CORP COM NEW 75513E101 684 11102 SH SOLE 3998 7104 0 REGENERON PHARMACEUTICALS COM 75886F107 745 1195 SH SOLE 500 695 0 SEI INVTS CO COM 784117103 299 5432 SH SOLE 0 5432 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 7702 24977 SH SOLE 8411 16566 0 SPDR GOLD TR GOLD SHS 78463V107 1821 10881 SH SOLE 8456 2425 0 SALESFORCE COM INC COM 79466L302 1121 5985 SH SOLE 2780 3205 0 SAP SE SPON ADR 803054204 8178 58416 SH SOLE 34640 23776 0 HENRY SCHEIN INC COM 806407102 636 10897 SH SOLE 9797 1100 0 SCHWAB CHARLES CORP COM 808513105 218 6465 SH SOLE 0 6465 0 SCOTTS MIRACLE GRO CO CL A 810186106 28734 213685 SH SOLE 106488 107197 0 SEMPRA ENERGY COM 816851109 229 1953 SH SOLE 200 1753 0 SHERWIN WILLIAMS CO COM 824348106 347 600 SH SOLE 600 0 0 SHOPIFY INC CL A 82509L107 342 360 SH SOLE 0 360 0 SOUTHERN CO COM 842587107 227 4381 SH SOLE 881 3500 0 SPLUNK INC COM 848637104 448 2255 SH SOLE 255 2000 0 SQUARE INC CL A 852234103 8812 83974 SH SOLE 57891 26083 0 STARBUCKS CORP COM 855244109 784 10650 SH SOLE 8000 2650 0 STRYKER CORPORATION COM 863667101 7271 40352 SH SOLE 30861 9491 0 SYSCO CORP COM 871829107 5622 102855 SH SOLE 10880 91975 0 TJX COS INC NEW COM 872540109 787 15575 SH SOLE 0 15575 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 7563 54190 SH SOLE 34905 19285 0 TARGET CORP COM 87612E106 347 2890 SH SOLE 2890 0 0 TESLA INC COM 88160R101 432 400 SH SOLE 14 386 0 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 239 19400 SH SOLE 800 18600 0 TEXAS INSTRS INC COM 882508104 14465 113927 SH SOLE 61351 52576 0 THERMO FISHER SCIENTIFIC INC COM 883556102 401 1107 SH SOLE 867 240 0 3M CO COM 88579Y101 4152 26615 SH SOLE 16157 10458 0 TIFFANY & CO NEW COM 886547108 2009 16475 SH SOLE 3365 13110 0 TOLL BROTHERS INC COM 889478103 445 13665 SH SOLE 4725 8940 0 TRIMBLE INC COM 896239100 8804 203849 SH SOLE 87839 116010 0 UMB FINL CORP COM 902788108 286 5547 SH SOLE 5547 0 0 US BANCORP DEL COM NEW 902973304 258 7000 SH SOLE 7000 0 0 UNION PAC CORP COM 907818108 5246 31028 SH SOLE 12327 18701 0 UNITED PARCEL SERVICE INC CL B 911312106 5258 47293 SH SOLE 29938 17355 0 UNITEDHEALTH GROUP INC COM 91324P102 2870 9730 SH SOLE 9250 480 0 VERIZON COMMUNICATIONS INC COM 92343V104 6977 126554 SH SOLE 72739 53815 0 VERTEX PHARMACEUTICALS INC COM 92532F100 3442 11856 SH SOLE 8455 3401 0 VISA INC COM CL A 92826C839 7582 39252 SH SOLE 23833 15419 0 WEC ENERGY GROUP INC COM 92939U106 666 7603 SH SOLE 350 7253 0 WALMART INC COM 931142103 1262 10540 SH SOLE 5772 4768 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 2018 47600 SH SOLE 2000 45600 0 WASTE MGMT INC DEL COM 94106L109 13317 125741 SH SOLE 78747 46994 0 WATERS CORP COM 941848103 3926 21760 SH SOLE 10668 11092 0 WESTERN ASSET GLOBAL CP DEFI COM 95790C107 320 19550 SH SOLE 0 19550 0 WHIRLPOOL CORP COM 963320106 981 7575 SH SOLE 1925 5650 0 WISDOMTREE TR FLOATING RAT TREA 97717X628 1391 55364 SH SOLE 0 55364 0 XPO LOGISTICS INC COM 983793100 1300 16825 SH SOLE 8150 8675 0 YUM BRANDS INC COM 988498101 1756 20204 SH SOLE 14490 5714 0 YUM CHINA HLDGS INC COM 98850P109 1297 26979 SH SOLE 15065 11914 0 ZOETIS INC CL A 98978V103 10478 76463 SH SOLE 39456 37007 0