0001398344-21-000751.txt : 20210113 0001398344-21-000751.hdr.sgml : 20210113 20210113151520 ACCESSION NUMBER: 0001398344-21-000751 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210113 DATE AS OF CHANGE: 20210113 EFFECTIVENESS DATE: 20210113 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: 21525982 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 12-31-2020 12-31-2020 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 01-13-2021 0 219 1423476 INFORMATION TABLE 2 fp0061111_13fhr-table.xml 13F INFORMATION TABLE 2U INC COM 90214J101 828 20700 SH SOLE 16895 3805 0 3M CO COM 88579Y101 4329 24767 SH SOLE 15239 9528 0 ABBOTT LABS COM 002824100 6059 55342 SH SOLE 19609 35733 0 ABBVIE INC COM 00287Y109 10111 94367 SH SOLE 46962 47405 0 ABIOMED INC COM 003654100 1297 4000 SH SOLE 0 4000 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 25327 96960 SH SOLE 63001 33959 0 ADOBE INC COM 00724F101 51709 103394 SH SOLE 37845 65549 0 AECOM COM 00766T100 750 15075 SH SOLE 6725 8350 0 AGILENT TECHNOLOGIES INC COM 00846U101 1359 11470 SH SOLE 3970 7500 0 AKAMAI TECHNOLOGIES INC COM 00971T101 575 5479 SH SOLE 2180 3299 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 28172 121049 SH SOLE 77204 43845 0 ALPHABET INC CAP STK CL A 02079k305 37358 21315 SH SOLE 10870 10445 0 ALPHABET INC CAP STK CL C 02079K107 33753 19267 SH SOLE 10027 9240 0 AMAZON COM INC COM 023135106 52143 16010 SH SOLE 11136 4874 0 AMERICAN ELEC PWR CO INC COM 025537101 475 5700 SH SOLE 1200 4500 0 AMERICAN EXPRESS CO COM 025816109 940 7775 SH SOLE 3525 4250 0 AMGEN INC COM 031162100 11283 49072 SH SOLE 20426 28646 0 AMAZON COM INC CALL 023135906 6513 2000 SH Call SOLE 0 2000 0 ANALOG DEVICES INC COM 032654105 676 4578 SH SOLE 1865 2713 0 APPLE INC COM 037833100 135671 1022465 SH SOLE 577146 445319 0 AT&T INC COM 00206R102 261 9085 SH SOLE 7582 1503 0 AUTODESK INC COM 052769106 14875 48715 SH SOLE 30635 18080 0 AUTOMATIC DATA PROCESSING IN COM 053015103 12282 69705 SH SOLE 27390 42315 0 AVERY DENNISON CORP COM 053611109 277 1786 SH SOLE 1786 0 0 BK OF AMERICA CORP COM 060505104 550 18151 SH SOLE 17801 350 0 BAXTER INTL INC COM 071813109 3345 41682 SH SOLE 30506 11176 0 BECTON DICKINSON & CO COM 075887109 421 1682 SH SOLE 1281 401 0 BED BATH & BEYOND INC COM 075896100 1596 89875 SH SOLE 72390 17485 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1739 5 SH SOLE 5 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3372 14544 SH SOLE 5582 8962 0 BIOGEN INC COM 09062X103 1326 5417 SH SOLE 2823 2594 0 BIOHAVEN PHARMACTL HLDG CO L COM G11196105 665 7760 SH SOLE 5025 2735 0 BLACKROCK INC COM 09247X101 3332 4618 SH SOLE 2917 1701 0 BOOKING HLDGS INC COM 09857L108 3457 1552 SH SOLE 851 701 0 BOULDER GROWTH & INCOME FD I COM 101507101 338 30325 SH SOLE 30325 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 3468 55907 SH SOLE 28049 27858 0 BRISTOL-MYERS SQUIBB CO RIGHT 99/99/9999 110122157 11 16539 SH SOLE 5509 11030 0 BROADCOM INC COM 11135F101 449 1025 SH SOLE 1025 0 0 CALAMOS CONV & HIGH INCOME F COM SHS 12811P108 144 10100 SH SOLE 10100 0 0 CARGURUS INC COM CL A 141788109 1027 32380 SH SOLE 26340 6040 0 CARRIER GLOBAL CORPORATION COM 14448C104 291 7704 SH SOLE 7704 0 0 CATERPILLAR INC DEL COM 149123101 1767 9705 SH SOLE 8442 1263 0 CHARLES RIV LABS INTL INC COM 159864107 23402 93659 SH SOLE 51885 41774 0 SCHWAB CHARLES CORP COM 808513105 242 4556 SH SOLE 709 3847 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 449 678 SH SOLE 96 582 0 CHENIERE ENERGY INC COM NEW 16411R208 3440 57300 SH SOLE 30295 27005 0 CHEVRON CORP NEW COM 166764100 458 5421 SH SOLE 5421 0 0 CHURCH & DWIGHT INC COM 171340102 15910 182387 SH SOLE 113555 68832 0 CIIG MERGER CORP COM CL A 12559C103 829 29475 SH SOLE 23900 5575 0 CISCO SYS INC COM 17275R102 7355 164360 SH SOLE 87510 76850 0 CITRIX SYS INC COM 177376100 1155 8875 SH SOLE 4725 4150 0 CLOROX CO DEL COM 189054109 9171 45421 SH SOLE 28151 17270 0 COCA COLA CO COM 191216100 1383 25210 SH SOLE 15110 10100 0 COLGATE PALMOLIVE CO COM 194162103 901 10535 SH SOLE 5360 5175 0 COMCAST CORP NEW CL A 20030N101 223 4262 SH SOLE 2237 2025 0 CONOCOPHILLIPS COM 20825C104 288 7198 SH SOLE 7198 0 0 CONSTELLATION BRANDS INC CL A 21036P108 1549 7072 SH SOLE 3015 4057 0 CORNING INC COM 219350105 10512 292003 SH SOLE 181915 110088 0 COSTCO WHSL CORP NEW COM 22160K105 27530 73066 SH SOLE 33959 39107 0 CROWDSTRIKE HLDGS INC CL A 22788C105 7568 35730 SH SOLE 26155 9575 0 CUMMINS INC COM 231021106 4931 21712 SH SOLE 10673 11039 0 CVS HEALTH CORP COM 126650100 1456 21312 SH SOLE 12069 9243 0 D R HORTON INC COM 23331A109 987 14320 SH SOLE 6135 8185 0 DXC TECHNOLOGY CO COM 23355L106 413 16040 SH SOLE 5 16035 0 DANAHER CORPORATION COM 235851102 1484 6681 SH SOLE 5791 890 0 DEERE & CO COM 244199105 373 1385 SH SOLE 1385 0 0 DESKTOP METAL INC COM CLA A 25058X105 809 47025 SH SOLE 37875 9150 0 DISNEY WALT CO COM DISNEY 254687106 4034 22266 SH SOLE 8405 13861 0 DOMINION ENERGY INC COM 25746U109 412 5484 SH SOLE 884 4600 0 DONALDSON INC COM 257651109 4688 83900 SH SOLE 0 83900 0 EBAY INC COM 278642103 719 14300 SH SOLE 2525 11775 0 ECOLAB INC COM 278865100 17144 79237 SH SOLE 44806 34431 0 EDISON INTL COM 281020107 418 6650 SH SOLE 2650 4000 0 EDWARDS LIFESCIENCES CORP COM 28176E108 11765 128965 SH SOLE 53515 75450 0 ELECTRONIC ARTS INC COM 285512109 888 6185 SH SOLE 4970 1215 0 EMERGENT BIOSOLUTIONS INC COM 29089Q105 4192 46785 SH SOLE 28765 18020 0 EOS ENERGY ENTERPRISES INC COM CL A 29415C101 458 22000 SH SOLE 0 22000 0 EQUINIX INC COM 29444U700 743 1040 SH SOLE 136 904 0 ETSY INC COM 29786A106 3213 18061 SH SOLE 10640 7421 0 EXXON MOBIL CORP COM 30231G102 538 13050 SH SOLE 13050 0 0 FACEBOOK INC CL A 30303M102 64419 235827 SH SOLE 150853 84974 0 FEDEX CORP COM 31428X106 10902 41991 SH SOLE 15190 26801 0 FORTIVE CORP COM 34959J108 222 3130 SH SOLE 2655 475 0 FRESHPET INC COM 358039105 5473 38544 SH SOLE 0 38544 0 FS KKR CAP CORP II COM 35952V303 257 15658 SH SOLE 14665 993 0 GAN LTD ORD SHS G3728V109 507 25000 SH SOLE 0 25000 0 GARMIN LTD SHS H2906T109 2035 17005 SH SOLE 905 16100 0 GENERAL ELECTRIC CO COM 369604103 2879 266619 SH SOLE 135044 131575 0 GENERAL MTRS CO COM 37045V100 4753 114148 SH SOLE 58383 55765 0 GILEAD SCIENCES INC COM 375558103 1672 28692 SH SOLE 11870 16822 0 GLOBAL PMTS INC COM 37940X102 355 1650 SH SOLE 340 1310 0 GOL LINHAS AEREAS INTLG S A SPON ADR PFD NEW 38045R206 1393 141900 SH SOLE 106760 35140 0 GOLDMAN SACHS GROUP INC COM 38141G104 289 1096 SH SOLE 460 636 0 GRAINGER W W INC COM 384802104 5936 14537 SH SOLE 7326 7211 0 HAWAIIAN HOLDINGS INC COM 419879101 769 43470 SH SOLE 35290 8180 0 HENRY SCHEIN INC COM 806407102 675 10097 SH SOLE 9797 300 0 HOME DEPOT INC COM 437076102 21328 80295 SH SOLE 2200 78095 0 HONEYWELL INTL INC COM 438516106 378 1775 SH SOLE 1600 175 0 HP INC COM 40434L105 5913 240475 SH SOLE 86225 154250 0 IDEXX LABS INC COM 45168D104 875 1750 SH SOLE 1700 50 0 ILLINOIS TOOL WKS INC COM 452308109 420 2060 SH SOLE 2060 0 0 INTEL CORP COM 458140100 9822 197145 SH SOLE 41742 155403 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 19609 170083 SH SOLE 108006 62077 0 INTERNATIONAL BUSINESS MACHS COM 459200101 2533 20122 SH SOLE 3742 16380 0 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 3547 32585 SH SOLE 18185 14400 0 INTUIT COM 461202103 50018 131677 SH SOLE 82186 49491 0 INTUITIVE SURGICAL INC COM NEW 46120E602 7657 9360 SH SOLE 9020 340 0 INVESCO EXCHANGE TRADED FD T DYNMC BIOTECH 46137V787 523 7460 SH SOLE 3900 3560 0 INVESCO EXCHANGE-TRADED FD T SR LN ETF 46138G508 208 9320 SH SOLE 9320 0 0 INVESCO EXCHANGE-TRADED FD T SOLAR ETF 46138G706 430 4180 SH SOLE 3185 995 0 INVESTAR HLDG CORP COM 46134L105 187 11327 SH SOLE 0 11327 0 ISHARES TR IBOXX INV CP ETF 464287242 1409 10200 SH SOLE 10000 200 0 ISHARES TR 1-3 YR TR BD ETF 464287457 1135 13135 SH SOLE 7307 5828 0 ISHARES INC MSCI STH KOR ETF 464286772 593 6895 SH SOLE 5270 1625 0 ISHARES SILVER TRUST ISHARES 46428Q109 485 19745 SH SOLE 15035 4710 0 ISHARES TR NASDQ BIOTEC ETF 464287556 12802 84508 SH SOLE 50450 34058 0 ISHARES TR U.S. PFD STK ETF 464288687 403 10468 SH SOLE 10168 300 0 JD COM INC SPON ADR CL A 47215P106 316 3600 SH SOLE 750 2850 0 JOHNSON & JOHNSON COM 478160104 18101 115013 SH SOLE 36875 78138 0 JPMORGAN CHASE & CO COM 46625H100 3015 23725 SH SOLE 20385 3340 0 KANSAS CITY SOUTHERN COM NEW 485170302 387 1898 SH SOLE 435 1463 0 LAS VEGAS SANDS CORP COM 517834107 2006 33656 SH SOLE 23090 10566 0 LENNAR CORP CL A 526057104 776 10184 SH SOLE 4656 5528 0 LILLY ELI & CO COM 532457108 8365 49546 SH SOLE 26778 22768 0 LORDSTOWN MOTORS CORP COM CL A 54405Q100 809 40310 SH SOLE 32600 7710 0 LOWES COS INC COM 548661107 326 2033 SH SOLE 2010 23 0 MACERICH CO COM 554382101 650 60909 SH SOLE 60684 225 0 MANNKIND CORP COM NEW 56400P706 47 15140 SH SOLE 0 15140 0 VANECK VECTORS ETF TR JR GOLD MINERS E 92189F791 651 12010 SH SOLE 9250 2760 0 MARVELL TECHNOLOGY GROUP LTD ORD SHS G5876H105 377 7925 SH SOLE 5975 1950 0 MASTERCARD INC CL A 57636Q104 6770 18967 SH SOLE 7977 10990 0 MCDONALDS CORP COM 580135101 3131 14590 SH SOLE 3275 11315 0 MCKESSON CORP COM 58155Q103 235 1350 SH SOLE 1200 150 0 MEDTRONIC PLC SHS G5960L103 12832 109546 SH SOLE 24320 85226 0 MERCADOLIBRE INC COM 58733R102 2819 1683 SH SOLE 1403 280 0 MERCK & CO. INC COM 58933Y105 8018 98022 SH SOLE 52921 45101 0 MICROSOFT CORP COM 594918104 73077 328553 SH SOLE 101172 227381 0 MOODYS CORP COM 615369105 209 720 SH SOLE 0 720 0 MOTOROLA SOLUTIONS INC COM NEW 620076307 6980 41042 SH SOLE 19625 21417 0 ISHARES TR MSCI CHINA ETF 46429B671 473 5840 SH SOLE 4420 1420 0 NETFLIX INC COM 64110L106 567 1049 SH SOLE 945 104 0 NEXTERA ENERGY INC COM 65339F101 1543 20000 SH SOLE 2000 18000 0 NIKE INC CL B 654106103 12995 91860 SH SOLE 58079 33781 0 NIO INC SPON ADR 62914V106 4838 99258 SH SOLE 72528 26730 0 NORFOLK SOUTHERN CORP COM 655844108 8124 34189 SH SOLE 23243 10946 0 NOVARTIS A G SPONSORED ADR 66987V109 7927 83946 SH SOLE 48347 35599 0 NVIDIA CORP COM 67066G104 10355 19830 SH SOLE 14063 5767 0 OMNICOM GROUP INC COM 681919106 223 3582 SH SOLE 3582 0 0 ORACLE CORP COM 68389X105 4376 67640 SH SOLE 24039 43601 0 OTIS WORLDWIDE CORP COM 68902V107 260 3851 SH SOLE 3851 0 0 PAYCHEX INC COM 704326107 14431 154868 SH SOLE 92548 62320 0 PAYPAL HLDGS INC COM 70450Y103 46657 199220 SH SOLE 123295 75925 0 PEPSICO INC COM 713448108 7732 52136 SH SOLE 20426 31710 0 PFIZER INC COM 717081103 2369 64368 SH SOLE 29568 34800 0 PHILLIPS 66 COM 718546104 264 3781 SH SOLE 3781 0 0 PIONEER NAT RES CO COM 723787107 342 3000 SH SOLE 0 3000 0 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 463 56229 SH SOLE 26219 30010 0 PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 707 83633 SH SOLE 0 83633 0 PROCTER & GAMBLE CO COM 742718109 6273 45084 SH SOLE 3814 41270 0 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 267 4575 SH SOLE 2650 1925 0 QUALCOMM INC COM 747525103 19471 127811 SH SOLE 76623 51188 0 QUEST DIAGNOSTICS INC COM 74834L100 352 2952 SH SOLE 2952 0 0 RAYTHEON CO COM NEW 75513E101 794 11102 SH SOLE 11102 0 0 REGENERON PHARMACEUTICALS COM 75886F107 577 1195 SH SOLE 500 695 0 RPM INTL INC COM 749685103 247 2725 SH SOLE 2725 0 0 SALESFORCE COM INC COM 79466L302 1349 6062 SH SOLE 2780 3282 0 SCOTTS MIRACLE GRO CO CL A 810186106 42257 212195 SH SOLE 100718 111477 0 SEI INVESTMENTS CO COM 784117103 312 5432 SH SOLE 5432 0 0 SEMPRA ENERGY COM 816851109 236 1853 SH SOLE 1603 250 0 SERVICENOW INC COM 81762P102 238 433 SH SOLE 328 105 0 SHERWIN WILLIAMS CO COM 824348106 441 600 SH SOLE 600 0 0 SHOPIFY INC CL A 82509L107 408 360 SH SOLE 271 89 0 SOCIAL CAP HEDSPIA HLDG CO I COM CL A G8251K107 3782 225550 SH SOLE 130605 94945 0 SOUTHERN CO COM 842587107 270 4387 SH SOLE 887 3500 0 SPDR SER TR BLMBRG BRC CNVRT 78464A359 264 3185 SH SOLE 2985 200 0 SPDR SER TR S&P REGL BKG 78464A698 489 9410 SH SOLE 7165 2245 0 SQUARE INC CL A 852234103 17980 82614 SH SOLE 55731 26883 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1651 4416 SH SOLE 3956 460 0 STANLEY BLACK & DECKER INC COM 854502101 208 1167 SH SOLE 1125 42 0 STAR PEAK ENERGY TRANSITION CL A 855185104 1156 56500 SH SOLE 33870 22630 0 STARBUCKS CORP COM 855244109 1139 10650 SH SOLE 8000 2650 0 STRYKER CORP COM 863667101 9883 40332 SH SOLE 30951 9381 0 SYSCO CORP COM 871829107 7467 100555 SH SOLE 9680 90875 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 338 3100 SH SOLE 3100 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 11424 54980 SH SOLE 35370 19610 0 TARGET CORP COM 87612E106 508 2878 SH SOLE 2826 52 0 TESLA INC COM 88160R101 2117 3000 SH SOLE 70 2930 0 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 187 19400 SH SOLE 800 18600 0 TEXAS INSTRS INC COM 882508104 18631 113513 SH SOLE 61348 52165 0 THERMO FISHER SCIENTIFIC INC COM 883556102 560 1202 SH SOLE 892 310 0 TIFFANY & CO NEW COM 886547108 1848 14059 SH SOLE 1325 12734 0 TJX COS INC NEW COM 872540109 1064 15575 SH SOLE 2352 13223 0 TOLL BROTHERS INC COM 889478103 2459 56565 SH SOLE 22955 33610 0 TRANE TECHNOLOGIES PLC SHS G8994E103 348 2400 SH SOLE 0 2400 0 TRIMBLE INC COM 896239100 13549 202914 SH SOLE 74839 128075 0 TWITTER INC COM 90184L102 343 6328 SH SOLE 0 6328 0 UMB FINL CORP COM 902788108 383 5546 SH SOLE 5546 0 0 UNION PAC CORP COM 907818108 6546 31438 SH SOLE 13525 17913 0 UNITED PARCEL SERVICE INC CL B 911312106 10368 61565 SH SOLE 36194 25371 0 UNITEDHEALTH GROUP INC COM 91324P102 3433 9790 SH SOLE 7280 2510 0 US BANCORP DEL COM NEW 902973304 331 7100 SH SOLE 7100 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 12029 35000 SH SOLE 0 35000 0 VERIZON COMMUNICATIONS INC COM 92343V104 7201 122577 SH SOLE 73854 48723 0 VERTEX PHARMACEUTICALS INC COM 92532F100 3544 14996 SH SOLE 9515 5481 0 VISA INC COM CL A 92826C839 8689 39723 SH SOLE 24523 15200 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 1858 46600 SH SOLE 1000 45600 0 WALMART INC COM 931142103 1584 10989 SH SOLE 6162 4827 0 WASTE MGMT INC DEL COM 94106L109 14932 126621 SH SOLE 78467 48154 0 WATERS CORP COM 941848103 5257 21249 SH SOLE 10158 11091 0 WEC ENERGY GROUP INC COM 92939U106 700 7603 SH SOLE 653 6950 0 WELLS FARGO CO NEW COM 949746101 313 10356 SH SOLE 4076 6280 0 WESTERN ASSET GLOBAL CP DEFI COM 95790C107 356 19650 SH SOLE 19650 0 0 WHIRLPOOL CORP COM 963320106 1367 7572 SH SOLE 1050 6522 0 WISDOMTREE TR FLOATING RAT TREA 97717X628 1414 56331 SH SOLE 56331 0 0 XPO LOGISTICS INC COM 983793100 1961 16450 SH SOLE 8300 8150 0 YUM BRANDS INC COM 988498101 2193 20204 SH SOLE 14530 5674 0 YUM CHINA HLDGS INC COM 98850P109 1483 25979 SH SOLE 14605 11374 0 ZOETIS INC CL A 98978V103 12670 76553 SH SOLE 38732 37821 0 ZSCALER INC COM 98980G102 273 1365 SH SOLE 1365 0 0