0001398344-23-002330.txt : 20230207 0001398344-23-002330.hdr.sgml : 20230207 20230207172820 ACCESSION NUMBER: 0001398344-23-002330 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230207 DATE AS OF CHANGE: 20230207 EFFECTIVENESS DATE: 20230207 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: 23596187 BUSINESS ADDRESS: STREET 1: 3444 GULFCREST DRIVE CITY: RANCHO PALOS VERDES STATE: CA ZIP: 90275 BUSINESS PHONE: (310) 873-3024 MAIL ADDRESS: STREET 1: 5940 S. RAINBOW BLVD, SUITE 400 STREET 2: PMB 57150 CITY: LAS VEGAS STATE: NV ZIP: 89118 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001566030 XXXXXXXX 12-31-2022 12-31-2022 false INVESTMENT HOUSE LLC
5940 S. RAINBOW BLVD, SUITE 400 PMB 57150 LAS VEGAS NV 89118
13F HOLDINGS REPORT 028-15213 000163493 801-76547 N
David L. Kahn Compliance Officer 310-873-3024 /s/ David L. Kahn Las Vegas NV 02-07-2023 0 170 1068323844
INFORMATION TABLE 2 fp0082040-1_13fhr-table.xml ACCENTURE PLC IRELAND SHS CLASS A G1151C101 25833581 96813 SH SOLE 66788 30025 0 ICON PLC SHS G4705A100 200078 1030 SH SOLE 770 260 0 LINDE PLC SHS G5494J103 3716821 11395 SH SOLE 9250 2145 0 MARVELL TECHNOLOGY GROUP LTD ORD SHS G5876H105 938223 25330 SH SOLE 17985 7345 0 MEDTRONIC PLC SHS G5960L103 1397639 17983 SH SOLE 7030 10953 0 TRANE TECHNOLOGIES PLC SHS G8994E103 403416 2400 SH SOLE 0 2400 0 GARMIN LTD SHS H2906T109 371467 4025 SH SOLE 1925 2100 0 ABBOTT LABS COM 002824100 3412603 31083 SH SOLE 15823 15260 0 ABBVIE INC COM 00287Y109 12405022 76759 SH SOLE 48916 27843 0 ADOBE INC COM 00724F101 32836914 97575 SH SOLE 45239 52336 0 AECOM COM 00766T100 1448057 17050 SH SOLE 7125 9925 0 AGILENT TECHNOLOGIES INC COM 00846U101 1528675 10215 SH SOLE 2765 7450 0 ALPHABET INC CAP STK CL C 02079K107 28196531 317779 SH SOLE 214489 103290 0 ALPHABET INC CAP STK CL A 02079k305 31648895 358709 SH SOLE 232425 126284 0 AMAZON COM INC COM 023135106 24706080 294120 SH SOLE 214185 79935 0 AMERICAN ELEC PWR CO INC COM 025537101 531720 5600 SH SOLE 1100 4500 0 AMERICAN EXPRESS CO COM 025816109 1091134 7385 SH SOLE 3235 4150 0 AMGEN INC COM 031162100 11444275 43574 SH SOLE 20350 23224 0 ANALOG DEVICES INC COM 032654105 2312495 14098 SH SOLE 9698 4400 0 APPLE INC COM 037833100 90402104 695775 SH SOLE 467268 228507 0 AUTODESK INC COM 052769106 10728954 57414 SH SOLE 38899 18515 0 AUTOMATIC DATA PROCESSING IN COM 053015103 19458730 81465 SH SOLE 43048 38417 0 AZEK CO INC CL A 05478C105 401320 19750 SH SOLE 5050 14700 0 BK OF AMERICA CORP COM 060505104 411701 12431 SH SOLE 12431 0 0 BAXTER INTL INC COM 071813109 670357 13152 SH SOLE 7802 5350 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 937422 2 SH SOLE 2 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6235455 20186 SH SOLE 10729 9457 0 BIOGEN INC COM 09062X103 1013527 3660 SH SOLE 2251 1409 0 BLACKROCK INC COM 09247X101 1548357 2185 SH SOLE 1760 425 0 BOOKING HLDGS INC COM 09857L108 6424713 3188 SH SOLE 2049 1139 0 BRISTOL-MYERS SQUIBB CO COM 110122108 4351176 60475 SH SOLE 40410 20065 0 BROADCOM INC COM 11135F101 595473 1065 SH SOLE 1065 0 0 CVS HEALTH CORP COM 126650100 4998059 53633 SH SOLE 36420 17213 0 CARRIER GLOBAL CORPORATION COM 14448C104 314696 7629 SH SOLE 7629 0 0 CATERPILLAR INC DEL COM 149123101 1462405 6105 SH SOLE 4840 1265 0 CHARLES RIV LABS INTL INC COM 159864107 17552717 80554 SH SOLE 45419 35135 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 1130804 815 SH SOLE 674 141 0 CHURCH & DWIGHT INC COM 171340102 12971116 160912 SH SOLE 102547 58365 0 CISCO SYS INC COM 17275R102 9927223 208380 SH SOLE 129875 78505 0 CLOROX CO DEL COM 189054109 878466 6260 SH SOLE 5860 400 0 COCA COLA CO COM 191216100 1484339 23335 SH SOLE 13785 9550 0 COLGATE PALMOLIVE CO COM 194162103 759142 9635 SH SOLE 4835 4800 0 CONOCO PHILLIPS COM 20825c104 615606 5217 SH SOLE 5217 0 0 CONSTELLATION BRANDS INC CL A 21036P108 4757132 20527 SH SOLE 14352 6175 0 CORNING INC COM 219350105 11381180 356330 SH SOLE 256802 99528 0 CORTEVA INC COM 22052L104 323584 5505 SH SOLE 3455 2050 0 COSTCO WHSL CORP NEW COM 22160K105 31877395 69830 SH SOLE 39140 30690 0 CROWDSTRIKE HLDGS INC CL A 22788C105 3155015 29965 SH SOLE 22385 7580 0 CUMMINS INC COM 231021106 6101347 25182 SH SOLE 14551 10631 0 D R HORTON INC COM 23331A109 1148925 12889 SH SOLE 6939 5950 0 DANAHER CORPORATION COM 235851102 10379515 39106 SH SOLE 24601 14505 0 DEERE & CO COM 244199105 666722 1555 SH SOLE 1515 40 0 DESKTOP METAL INC COM CL A 25058X105 23494 17275 SH SOLE 7825 9450 0 DISNEY WALT CO COM 254687106 745257 8578 SH SOLE 5653 2925 0 DOLLAR GEN CORP NEW COM 256677105 258563 1050 SH SOLE 1050 0 0 DOMINION ENERGY INC COM 25746U109 336279 5484 SH SOLE 884 4600 0 DONALDSON INC COM 257651109 553378 9400 SH SOLE 0 9400 0 DOW INC COM 260557103 3479026 69042 SH SOLE 53092 15950 0 EBAY INC COM 278642103 515265 12425 SH SOLE 1150 11275 0 ECOLAB INC COM 278865100 10134178 69622 SH SOLE 38103 31519 0 EDISON INTL COM 281020107 384949 6051 SH SOLE 2051 4000 0 EDWARDS LIFESCIENCES CORP COM 28176E108 12939239 173425 SH SOLE 92535 80890 0 ELECTRONIC ARTS INC COM 285512109 668936 5475 SH SOLE 4580 895 0 EXXON MOBIL CORP COM 30231G102 558670 5065 SH SOLE 5065 0 0 FS KKR CAPITAL CORP COM 302635206 277708 15869 SH SOLE 15869 0 0 FACEBOOK INC CL A 30303M102 26360477 219050 SH SOLE 148314 70736 0 FASTENAL CO COM 311900104 6347741 134145 SH SOLE 83415 50730 0 FEDEX CORP COM 31428X106 6620467 38224 SH SOLE 15953 22271 0 FRESHPET INC COM 358039105 290815 5511 SH SOLE 0 5511 0 GILEAD SCIENCES INC COM 375558103 1587967 18497 SH SOLE 6197 12300 0 GOLDMAN SACHS GROUP INC COM 38141G104 369134 1075 SH SOLE 1010 65 0 GRAINGER W W INC COM 384802104 8788194 15799 SH SOLE 8034 7765 0 HP INC COM 40434L105 6559182 244108 SH SOLE 141633 102475 0 HOME DEPOT INC COM 437076102 6876272 21770 SH SOLE 7595 14175 0 HONEYWELL INTL INC COM 438516106 321450 1500 SH SOLE 1500 0 0 IDEXX LABS INC COM 45168D104 632338 1550 SH SOLE 1550 0 0 ILLINOIS TOOL WKS INC COM 452308109 352480 1600 SH SOLE 1600 0 0 INDAPTUS THERAPEUTICS INC COM 45339J105 138662 95629 SH SOLE 69976 25653 0 INTEL CORP COM 458140100 738964 27959 SH SOLE 15869 12090 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 18485692 180190 SH SOLE 125540 54650 0 INTERNATIONAL BUSINESS MACHS COM 459200101 1074991 7630 SH SOLE 1500 6130 0 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 618032 5895 SH SOLE 3625 2270 0 INTUIT COM 461202103 42189113 108394 SH SOLE 75017 33377 0 INTUITIVE SURGICAL INC COM NEW 46120E602 7608911 28675 SH SOLE 27575 1100 0 INVESCO EXCHANGE TRADED FD T DYNMC BIOTECH 46137V787 336534 5300 SH SOLE 4300 1000 0 ISHARES TR TIPS BD ETF 464287176 648432 6092 SH SOLE 4767 1325 0 ISHARES TR CHINA LG-CAP ETF 464287184 642835 22715 SH SOLE 17774 4941 0 ISHARES TR IBOXX INV CP ETF 464287242 911970 8650 SH SOLE 8650 0 0 ISHARES TR 1-3 YR TR BD ETF 464287457 285313 3515 SH SOLE 2750 765 0 ISHARES TR NASDQ BIOTEC ETF 464287556 12132377 92409 SH SOLE 63729 28680 0 ISHARES TR U.S. PFD STK ETF 464288687 302057 9894 SH SOLE 9894 0 0 JPMORGAN CHASE & CO COM 46625H100 695309 5185 SH SOLE 5185 0 0 JOHNSON & JOHNSON COM 478160104 16233958 91899 SH SOLE 46920 44979 0 LENNAR CORP CL A 526057104 686171 7582 SH SOLE 4651 2931 0 LILLY ELI & CO COM 532457108 18980876 51883 SH SOLE 32723 19160 0 LOWES COS INC COM 548661107 4313546 21650 SH SOLE 16040 5610 0 MANNKIND CORP COM NEW 56400P706 77996 14800 SH SOLE 0 14800 0 MASTERCARD INC CL A 57636Q104 6110312 17572 SH SOLE 7462 10110 0 MCDONALDS CORP COM 580135101 1631251 6190 SH SOLE 3090 3100 0 MCKESSON CORP COM 58155Q103 506412 1350 SH SOLE 1200 150 0 MERCADOLIBRE INC COM 58733R102 2350008 2777 SH SOLE 1814 963 0 MERCK & CO. INC COM 58933Y105 13845894 124794 SH SOLE 80379 44415 0 MICROSOFT CORP COM 594918104 48214372 201044 SH SOLE 109263 91781 0 MONDELEZ INTL INC CL A 609207105 4864784 72990 SH SOLE 52795 20195 0 MOTOROLA SOLUTIONS INC COM NEW 620076307 20098030 77987 SH SOLE 53619 24368 0 NEXTERA ENERGY INC COM 65339F101 1638560 19600 SH SOLE 1600 18000 0 NIKE INC CL B 654106103 9716627 83041 SH SOLE 51106 31935 0 NORFOLK SOUTHERN CORP COM 655844108 7203473 29233 SH SOLE 18513 10720 0 NOVARTIS A G SPONSORED ADR 66987V109 7689155 84757 SH SOLE 57347 27410 0 NVIDIA CORP COM 67066G104 11197978 76625 SH SOLE 56457 20168 0 OMNICOM GROUP INC COM 681919106 285495 3500 SH SOLE 3500 0 0 ORACLE CORP COM 68389X105 5241741 64127 SH SOLE 27042 37085 0 PAYCHEX INC COM 704326107 19897814 172186 SH SOLE 112651 59535 0 PAYPAL HLDGS INC COM 70450Y103 11568906 162439 SH SOLE 102341 60098 0 PEPSICO INC COM 713448108 6327886 35026 SH SOLE 20562 14464 0 PFIZER INC COM 717081103 3079086 60091 SH SOLE 27341 32750 0 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 308335 26219 SH SOLE 23000 3219 0 PROCTER & GAMBLE CO COM 742718109 1389805 9170 SH SOLE 3000 6170 0 QUALCOMM INC COM 747525103 16090379 146356 SH SOLE 99766 46590 0 QUEST DIAGNOSTICS INC COM 74834L100 414566 2650 SH SOLE 2650 0 0 RH COM 74967X103 1452178 5435 SH SOLE 4335 1100 0 RPM INTL INC COM 749685103 246061 2525 SH SOLE 2525 0 0 RAYTHEON TECHNOLOGIES CORP COM NEW 75513E101 1086807 10769 SH SOLE 10769 0 0 REGENERON PHARMACEUTICALS COM 75886F107 840536 1165 SH SOLE 470 695 0 SEI INVESTMENTS CO COM 784117103 316686 5432 SH SOLE 0 5432 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1021282 2671 SH SOLE 2377 294 0 SALESFORCE COM INC COM 79466L302 785596 5925 SH SOLE 4890 1035 0 HENRY SCHEIN INC COM 806407102 806447 10097 SH SOLE 9797 300 0 SCOTTS MIRACLE GRO CO CL A 810186106 4059209 83540 SH SOLE 36995 46545 0 SEA LTD SPONSORED ADS 81141R100 1468599 28226 SH SOLE 22512 5714 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 634644 5100 SH SOLE 0 5100 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 493500 7000 SH SOLE 7000 0 0 SHERWIN WILLIAMS CO COM 824348106 355995 1500 SH SOLE 1500 0 0 SHOPIFY INC CL A 82509L107 285490 8225 SH SOLE 6425 1800 0 SOUTHERN CO COM 842587107 314997 4411 SH SOLE 911 3500 0 SQUARE INC CL A 852234103 4102886 65291 SH SOLE 42496 22795 0 STARBUCKS CORP COM 855244109 828320 8350 SH SOLE 8150 200 0 STRYKER CORP COM 863667101 9538044 39012 SH SOLE 30097 8915 0 SYSCO CORP COM 871829107 3400878 44485 SH SOLE 8675 35810 0 TJX COS INC NEW COM 872540109 691485 8687 SH SOLE 1810 6877 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 238368 3200 SH SOLE 3200 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 7953241 76378 SH SOLE 54825 21553 0 TARGET CORP COM 87612E106 424764 2850 SH SOLE 2850 0 0 TESLA INC COM 88160R101 722451 5865 SH SOLE 900 4965 0 TEXAS INSTRS INC COM 882508104 20736762 125510 SH SOLE 79351 46159 0 THE TRADE DESK INC COM CL A 88339J105 994778 22190 SH SOLE 18970 3220 0 THERMO FISHER SCIENTIFIC INC COM 883556102 10862910 19726 SH SOLE 14401 5325 0 3M CO COM 88579Y101 1947501 16240 SH SOLE 8640 7600 0 TOLL BROTHERS INC COM 889478103 916781 18365 SH SOLE 9740 8625 0 TRIMBLE INC COM 896239100 8757801 173216 SH SOLE 85041 88175 0 US BANCORP DEL COM NEW 902973304 293277 6725 SH SOLE 6725 0 0 UBER TECHNOLOGIES INC COM 90353T100 480751 19440 SH SOLE 11350 8090 0 UNION PAC CORP COM 907818108 10601984 51200 SH SOLE 30919 20281 0 UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 79013 12100 SH SOLE 12100 0 0 UNITED PARCEL SERVICE INC CL B 911312106 16991122 97740 SH SOLE 70681 27059 0 UNITEDHEALTH GROUP INC COM 91324P102 5057917 9540 SH SOLE 9080 460 0 VANGUARD WHITEHALL FDS VYM 921946406 13331797 123203 SH SOLE 90278 32925 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 660248 5444 SH SOLE 4260 1184 0 VANGUARD INDEX FDS GROWTH ETF 922908736 3426383 16078 SH SOLE 12821 3257 0 VERIZON COMMUNICATIONS INC COM 92343V104 670400 17015 SH SOLE 10515 6500 0 VISA INC COM CL A 92826C839 8020783 38606 SH SOLE 25946 12660 0 WEC ENERGY GROUP INC COM 92939U106 684448 7300 SH SOLE 350 6950 0 WALMART INC COM 931142103 5293304 37332 SH SOLE 24797 12535 0 WASTE MGMT INC DEL COM 94106L109 21319208 135895 SH SOLE 93387 42508 0 WATERS CORP COM 941848103 7005076 20448 SH SOLE 10727 9721 0 WESTERN ASSET GLOBAL CP DEFI COM 95790C107 153330 12007 SH SOLE 12007 0 0 WHIRLPOOL CORP COM 963320106 906334 6407 SH SOLE 3232 3175 0 WISDOMTREE TR FLOATING RAT TREA 97717Y527 456854 9088 SH SOLE 9088 0 0 YUM BRANDS INC COM 988498101 2386130 18630 SH SOLE 13330 5300 0 ZOETIS INC CL A 98978V103 11978118 81734 SH SOLE 52574 29160 0