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
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0001566030
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12-31-2022
12-31-2022
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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
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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
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22190
SH
SOLE
18970
3220
0
THERMO FISHER SCIENTIFIC INC
COM
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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