0001398344-24-001990.txt : 20240205
0001398344-24-001990.hdr.sgml : 20240205
20240205100712
ACCESSION NUMBER: 0001398344-24-001990
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240205
DATE AS OF CHANGE: 20240205
EFFECTIVENESS DATE: 20240205
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: INVESTMENT HOUSE LLC
CENTRAL INDEX KEY: 0001566030
ORGANIZATION NAME:
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: 24594381
BUSINESS ADDRESS:
STREET 1: 210 AVENUE I
STREET 2: SUITE C
CITY: REDONDO BEACH
STATE: CA
ZIP: 90277
BUSINESS PHONE: (310) 873-3024
MAIL ADDRESS:
STREET 1: 210 AVENUE I
STREET 2: SUITE C
CITY: REDONDO BEACH
STATE: CA
ZIP: 90277
13F-HR
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12-31-2023
12-31-2023
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INVESTMENT HOUSE LLC
210 AVENUE I
SUITE C
REDONDO BEACH
CA
90277
13F HOLDINGS REPORT
028-15213
000163493
801-76547
N
David L. Kahn
Compliance Officer
310-873-3024
/s/ David L. Kahn
Las Vegas
NV
01-23-2024
0
191
1413973634
INFORMATION TABLE
2
fp0086921-1_13fhr-table.xml
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
32043347
91315
SH
SOLE
63227
28088
0
ICON PLC
SHS
G4705A100
242025
855
SH
SOLE
705
150
0
LINDE PLC
SHS
G5494J103
4785182
11651
SH
SOLE
9295
2356
0
MARVELL TECHNOLOGY GROUP LTD
ORD SHS
G5876H105
1109704
18400
SH
SOLE
14500
3900
0
MEDTRONIC PLC
SHS
G5960L103
1144917
13898
SH
SOLE
5053
8845
0
NU HLDGS LTD
ORD SHS CL A
G6683N103
16501089
1980923
SH
SOLE
1230467
750456
0
TRANE TECHNOLOGIES PLC
SHS
G8994E103
585360
2400
SH
SOLE
0
2400
0
VALARIS LTD
CL A
G9460G101
685700
10000
SH
SOLE
0
10000
0
GARMIN LTD
SHS
H2906T109
517374
4025
SH
SOLE
2425
1600
0
STELLANTIS N.V.
SHS
N82405106
2416162
103609
SH
SOLE
63112
40497
0
ALPS ETF TR
ALERIAN MLP
00162Q452
672241
15810
SH
SOLE
12543
3267
0
AT&T INC
COM
00206R102
793728
47302
SH
SOLE
15802
31500
0
ABBOTT LABS
COM
002824100
2896162
26312
SH
SOLE
14861
11451
0
ABBVIE INC
COM
00287Y109
8492821
54803
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SOLE
30819
23984
0
ADOBE INC
COM
00724F101
55320928
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SH
SOLE
42151
50576
0
AECOM
COM
00766T100
1529347
16546
SH
SOLE
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9800
0
ADVANCED MICRO DEVICES INC
COM
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2104130
14274
SH
SOLE
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2280
0
AGILENT TECHNOLOGIES INC
COM
00846U101
1254051
9020
SH
SOLE
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6600
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ALPHABET INC
CAP STK CL C
02079K107
38176260
270888
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SOLE
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87347
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ALPHABET INC
CAP STK CL A
02079k305
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338991
SH
SOLE
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125249
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AMAZON COM INC
COM
023135106
49429273
325321
SH
SOLE
233460
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AMERICAN ELEC PWR CO INC
COM
025537101
465634
5733
SH
SOLE
1233
4500
0
AMERICAN EXPRESS CO
COM
025816109
17038573
90950
SH
SOLE
54778
36172
0
AMGEN INC
COM
031162100
8181208
28405
SH
SOLE
14634
13771
0
ANALOG DEVICES INC
COM
032654105
2716301
13680
SH
SOLE
9530
4150
0
APPLE INC
COM
037833100
124121813
644688
SH
SOLE
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0
AUTODESK INC
COM
052769106
13420618
55120
SH
SOLE
36609
18511
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
18938597
81292
SH
SOLE
42989
38303
0
AUTONATION INC
COM
05329W102
5218755
34750
SH
SOLE
23320
11430
0
AZEK CO INC
CL A
05478C105
730575
19100
SH
SOLE
5075
14025
0
BK OF AMERICA CORP
COM
060505104
6776613
201266
SH
SOLE
155084
46182
0
BAXTER INTL INC
COM
071813109
222720
5761
SH
SOLE
4611
1150
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
5983328
16776
SH
SOLE
8968
7808
0
BIOGEN INC
COM
09062X103
845919
3269
SH
SOLE
1872
1397
0
BLACKROCK INC
COM
09247X101
1457181
1795
SH
SOLE
1430
365
0
BOOKING HLDGS INC
COM
09857L108
11475257
3235
SH
SOLE
2088
1147
0
BRINKS CO
COM
109696104
230869
2625
SH
SOLE
1525
1100
0
BRISTOL-MYERS SQUIBB CO
COM
110122108
1025943
19995
SH
SOLE
8895
11100
0
BROADCOM INC
COM
11135F101
1270293
1138
SH
SOLE
1138
0
0
CVS HEALTH CORP
COM
126650100
492710
6240
SH
SOLE
5040
1200
0
CARRIER GLOBAL CORPORATION
COM
14448C104
328901
5725
SH
SOLE
3725
2000
0
CATERPILLAR INC DEL
COM
149123101
1662552
5623
SH
SOLE
3858
1765
0
CHARLES RIV LABS INTL INC
COM
159864107
16105072
68126
SH
SOLE
37393
30733
0
CHENIERE ENERGY INC NEW
COM NEW
16411R208
853550
5000
SH
SOLE
0
5000
0
CHIPOTLE MEXICAN GRILL INC
COM
169656105
2305256
1008
SH
SOLE
865
143
0
CHURCH & DWIGHT INC
COM
171340102
13895876
146953
SH
SOLE
91472
55481
0
CISCO SYS INC
COM
17275R102
8088454
160104
SH
SOLE
83335
76769
0
CLOROX CO DEL
COM
189054109
293735
2060
SH
SOLE
2060
0
0
COCA COLA CO
COM
191216100
1434003
24334
SH
SOLE
15384
8950
0
COLGATE PALMOLIVE CO
COM
194162103
728549
9140
SH
SOLE
4340
4800
0
CONOCO PHILLIPS
COM
20825c104
322094
2775
SH
SOLE
2775
0
0
CONSOL ENERGY INC NEW
COM
20854L108
1485532
14777
SH
SOLE
9685
5092
0
CONSTELLATION BRANDS INC
CL A
21036P108
5546954
22945
SH
SOLE
15824
7121
0
CORNING INC
COM
219350105
1516897
49816
SH
SOLE
35251
14565
0
COSTCO WHSL CORP NEW
COM
22160K105
43884099
66483
SH
SOLE
36452
30031
0
COUPANG INC
CL A
22266T109
2519909
155646
SH
SOLE
125309
30337
0
CROWDSTRIKE HLDGS INC
CL A
22788C105
7377471
28895
SH
SOLE
21600
7295
0
CUMMINS INC
COM
231021106
5850299
24420
SH
SOLE
13527
10893
0
D R HORTON INC
COM
23331A109
2019662
13289
SH
SOLE
7239
6050
0
DANAHER CORPORATION
COM
235851102
1993225
8616
SH
SOLE
7205
1411
0
DAQO NEW ENERGY CORP
SPNSRD ADS
23703Q203
266000
10000
SH
SOLE
0
10000
0
DEERE & CO
COM
244199105
15648245
39133
SH
SOLE
27730
11403
0
DIAMONDBACK ENERGY INC
COM
25278X109
930480
6000
SH
SOLE
0
6000
0
DISNEY WALT CO
COM
254687106
557541
6175
SH
SOLE
3350
2825
0
DONALDSON INC
COM
257651109
614290
9400
SH
SOLE
0
9400
0
DOW INC
COM
260557103
3239892
59079
SH
SOLE
39754
19325
0
EBAY INC
COM
278642103
531074
12175
SH
SOLE
1150
11025
0
ECOLAB INC
COM
278865100
12835030
64709
SH
SOLE
34495
30214
0
EDISON INTL
COM
281020107
634170
8871
SH
SOLE
4871
4000
0
EDWARDS LIFESCIENCES CORP
COM
28176E108
11915054
156263
SH
SOLE
82539
73724
0
ELECTRONIC ARTS INC
COM
285512109
343393
2510
SH
SOLE
2510
0
0
EXPEDITORS INTL WASH INC
COM
302130109
6609312
51960
SH
SOLE
38035
13925
0
EXXON MOBIL CORP
COM
30231G102
1810538
18109
SH
SOLE
14970
3139
0
FS KKR CAPITAL CORP
COM
302635206
323035
16176
SH
SOLE
16176
0
0
FACEBOOK INC
CL A
30303M102
60647860
171341
SH
SOLE
122321
49020
0
FASTENAL CO
COM
311900104
7767089
119918
SH
SOLE
81134
38784
0
FEDEX CORP
COM
31428X106
10567925
41775
SH
SOLE
20709
21066
0
FLEETCOR TECHNOLOGIES
COM
339041105
364567
1290
SH
SOLE
1055
235
0
FORD MOTOR COMPANY
COM
345370860
182850
15000
SH
SOLE
9750
5250
0
GENERAL MTRS CO
COM
37045V100
1799951
50110
SH
SOLE
41213
8897
0
GILEAD SCIENCES INC
COM
375558103
1441735
17797
SH
SOLE
5897
11900
0
GLOBAL PMTS INC
COM
37940X102
8720963
68669
SH
SOLE
42131
26538
0
GOLDMAN SACHS GROUP INC
COM
38141G104
424347
1100
SH
SOLE
1060
40
0
GRAINGER W W INC
COM
384802104
11165769
13474
SH
SOLE
6934
6540
0
HP INC
COM
40434L105
6892115
229050
SH
SOLE
122475
106575
0
HERTZ GLOBAL HLDGS INC
COM NEW
42806J700
3688377
354993
SH
SOLE
270714
84279
0
HOME DEPOT INC
COM
437076102
5393600
15564
SH
SOLE
2826
12738
0
HONEYWELL INTL INC
COM
438516106
314565
1500
SH
SOLE
1500
0
0
IDEXX LABS INC
COM
45168D104
860328
1550
SH
SOLE
1550
0
0
ILLINOIS TOOL WKS INC
COM
452308109
419104
1600
SH
SOLE
1600
0
0
INDAPTUS THERAPEUTICS INC
COM
45339J105
180289
102437
SH
SOLE
69976
32461
0
INTEL CORP
COM
458140100
1187874
23639
SH
SOLE
12199
11440
0
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
22510440
175274
SH
SOLE
119555
55719
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
690999
4225
SH
SOLE
1975
2250
0
INTUIT
COM
461202103
62622381
100191
SH
SOLE
70621
29570
0
INTUITIVE SURGICAL INC
COM NEW
46120E602
9690666
28725
SH
SOLE
27595
1130
0
Invesco S&P 500 Equal
S&P500 EQL WGT
46137V357
699843
4435
SH
SOLE
3538
897
0
INVESCO EXCHANGE TRADED FD T
DYNMC BIOTECH
46137V787
306156
4650
SH
SOLE
3800
850
0
INVESCO EXCH TRADED FD TR II
SOLAR ETF
46138G706
268351
5030
SH
SOLE
3990
1040
0
ISHARES INC
MSCI STH KOR ETF
464286772
269132
4107
SH
SOLE
3258
849
0
ISHARES TR
IBOXX INV CP ETF
464287242
925671
8365
SH
SOLE
8365
0
0
ISHARES TR
1-3 YR TR BD ETF
464287457
251042
3060
SH
SOLE
2295
765
0
ISHARES TR
NASDQ BIOTEC ETF
464287556
9366314
68946
SH
SOLE
40550
28396
0
Ishares Short Treasury
SHORT TREAS BD
464288679
4707617
42746
SH
SOLE
33898
8848
0
ISHARES TR
U.S. PFD STK ETF
464288687
232303
7448
SH
SOLE
7448
0
0
JPMORGAN CHASE & CO
COM
46625H100
3503380
20596
SH
SOLE
17877
2719
0
JOHNSON & JOHNSON
COM
478160104
11104716
70848
SH
SOLE
32487
38361
0
KENVUE INC
COM
49177J102
1803611
83772
SH
SOLE
29399
54373
0
KRANESHARES CSI CHINA
CSI CHI INTERNET
500767306
540000
20000
SH
SOLE
0
20000
0
LENNAR CORP
CL A
526057104
1053266
7067
SH
SOLE
4390
2677
0
LILLY ELI & CO
COM
532457108
28679275
49199
SH
SOLE
30428
18771
0
LITHIA MOTORS INC CLASS A
COM
536797103
2081708
6322
SH
SOLE
5215
1107
0
LOUISIANA-PACIFIC CORP
COM
546347105
1754105
24765
SH
SOLE
20056
4709
0
LOWES COS INC
COM
548661107
13434261
60365
SH
SOLE
43595
16770
0
MANNKIND CORP
COM NEW
56400P706
53872
14800
SH
SOLE
0
14800
0
MAPLEBEAR INC
COM
565394103
1098584
46808
SH
SOLE
38486
8322
0
MASTERCARD INC
CL A
57636Q104
7411891
17378
SH
SOLE
7413
9965
0
MCDONALDS CORP
COM
580135101
1862972
6283
SH
SOLE
3193
3090
0
MERCADOLIBRE INC
COM
58733R102
16466596
10478
SH
SOLE
7557
2921
0
MERCK & CO. INC
COM
58933Y105
13341791
122379
SH
SOLE
76620
45759
0
MICROSOFT CORP
COM
594918104
71080967
189025
SH
SOLE
102637
86388
0
MICRON TECHNOLOGY
COM
595112103
454521
5326
SH
SOLE
3256
2070
0
MONDELEZ INTL INC
CL A
609207105
5514530
76136
SH
SOLE
52515
23621
0
MOTOROLA SOLUTIONS INC
COM NEW
620076307
22374037
71462
SH
SOLE
48037
23425
0
NEXTERA ENERGY INC
COM
65339F101
1290725
21250
SH
SOLE
3250
18000
0
NIKE INC
CL B
654106103
8076197
74387
SH
SOLE
44502
29885
0
NORFOLK SOUTHERN CORP
COM
655844108
6305082
26674
SH
SOLE
15971
10703
0
NOVARTIS A G
SPONSORED ADR
66987V109
8181498
81029
SH
SOLE
55039
25990
0
NVIDIA CORP
COM
67066G104
34411861
69488
SH
SOLE
51005
18483
0
OMNICOM GROUP INC
COM
681919106
302785
3500
SH
SOLE
3500
0
0
ORACLE CORP
COM
68389X105
6814573
64636
SH
SOLE
27846
36790
0
PAYCHEX INC
COM
704326107
19863498
166766
SH
SOLE
109513
57253
0
PAYPAL HLDGS INC
COM
70450Y103
11360482
184994
SH
SOLE
121727
63267
0
PEABODY ENERGY CORPORATIO
COM
704551100
364800
15000
SH
SOLE
0
15000
0
PEPSICO INC
COM
713448108
5637073
33190
SH
SOLE
18808
14382
0
PFIZER INC
COM
717081103
772449
26830
SH
SOLE
11480
15350
0
PINDUODUO INC
SPONSORED ADS
722304102
1156434
7904
SH
SOLE
6498
1406
0
PLAINS ALL AMERN PIPELINE L
UNIT LTD PARTN
726503105
231704
15294
SH
SOLE
89
15205
0
PROCTER & GAMBLE CO
COM
742718109
1397845
9539
SH
SOLE
3369
6170
0
QUALCOMM INC
COM
747525103
15847543
109573
SH
SOLE
67930
41643
0
QUEST DIAGNOSTICS INC
COM
74834L100
341253
2475
SH
SOLE
2475
0
0
RH
COM
74967X103
9391486
32220
SH
SOLE
21535
10685
0
RPM INTL INC
COM
749685103
281866
2525
SH
SOLE
2525
0
0
RAYTHEON TECHNOLOGIES CORP
COM NEW
75513E101
297856
3540
SH
SOLE
3540
0
0
REGENERON PHARMACEUTICALS
COM
75886F107
613925
699
SH
SOLE
307
392
0
SEI INVESTMENTS CO
COM
784117103
345204
5432
SH
SOLE
5432
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1246504
2623
SH
SOLE
2377
246
0
SALESFORCE COM INC
COM
79466L302
603380
2293
SH
SOLE
1473
820
0
CHARLES SCHWAB CORP
COM
808513105
3070200
44625
SH
SOLE
25423
19202
0
SCOTTS MIRACLE GRO CO
CL A
810186106
3921581
61515
SH
SOLE
27595
33920
0
SEA LTD
SPONSORED ADS
81141R100
3889215
96030
SH
SOLE
61825
34205
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
538504
6423
SH
SOLE
5095
1328
0
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
617468
9750
SH
SOLE
3750
6000
0
SHERWIN WILLIAMS CO
COM
824348106
467850
1500
SH
SOLE
1500
0
0
SHOPIFY INC
CL A
82509L107
414039
5315
SH
SOLE
4015
1300
0
SOUTHERN CO
COM
842587107
310205
4424
SH
SOLE
924
3500
0
SQUARE INC
CL A
852234103
5000445
64647
SH
SOLE
42099
22548
0
STARBUCKS CORP
COM
855244109
819157
8532
SH
SOLE
8332
200
0
STRYKER CORP
COM
863667101
11033903
36846
SH
SOLE
28146
8700
0
SYSCO CORP
COM
871829107
3174617
43411
SH
SOLE
8026
35385
0
TJX COS INC NEW
COM
872540109
807892
8612
SH
SOLE
1810
6802
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
4767360
45840
SH
SOLE
28978
16862
0
TAKE-TWO INTERACTIVE SOFTWAR
COM
874054109
2822910
17539
SH
SOLE
9426
8113
0
TARGET CORP
COM
87612E106
427260
3000
SH
SOLE
3000
0
0
TESLA INC
COM
88160R101
2094935
8431
SH
SOLE
3022
5409
0
TEXAS INSTRS INC
COM
882508104
19246639
112910
SH
SOLE
69483
43427
0
THE TRADE DESK INC
COM CL A
88339J105
1333779
18535
SH
SOLE
14555
3980
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
1905893
3591
SH
SOLE
1996
1595
0
3M CO
COM
88579Y101
722387
6608
SH
SOLE
4283
2325
0
TOLL BROTHERS INC
COM
889478103
1794302
17456
SH
SOLE
8940
8516
0
TRIMBLE INC
COM
896239100
7489762
140785
SH
SOLE
61808
78977
0
US BANCORP DEL
COM NEW
902973304
273746
6325
SH
SOLE
6325
0
0
UBER TECHNOLOGIES INC
COM
90353T100
3239813
52620
SH
SOLE
34440
18180
0
UNION PAC CORP
COM
907818108
11506315
46846
SH
SOLE
26758
20088
0
UNITED PARCEL SERVICE INC
CL B
911312106
7106739
45200
SH
SOLE
30526
14674
0
UNITEDHEALTH GROUP INC
COM
91324P102
5030421
9555
SH
SOLE
9095
460
0
VANGUARD INDEX FDS
SMALL CP ETF
922908751
985158
4618
SH
SOLE
3666
952
0
VERIZON COMMUNICATIONS INC
COM
92343V104
425407
11284
SH
SOLE
9784
1500
0
VERTEX PHARMACEUTICAL COM
COM
92532F100
235996
580
SH
SOLE
325
255
0
VISA INC
COM CL A
92826C839
10056019
38625
SH
SOLE
26445
12180
0
WEC ENERGY GROUP INC
COM
92939U106
614441
7300
SH
SOLE
350
6950
0
WALMART INC
COM
931142103
6310887
40031
SH
SOLE
26463
13568
0
WASTE MGMT INC DEL
COM
94106L109
21569729
120434
SH
SOLE
78773
41661
0
WATERS CORP
COM
941848103
5108003
15515
SH
SOLE
6951
8564
0
WESTERN ASSET GLOBAL CORP DE
COM
95790C107
143663
11250
SH
SOLE
11250
0
0
WHIRLPOOL CORP
COM
963320106
396240
3254
SH
SOLE
1554
1700
0
WILLIAMS-SONOMA
COM
969904101
9040148
44802
SH
SOLE
32203
12599
0
WINGSTOP INC
COM
974155103
347666
1355
SH
SOLE
350
1005
0
WISDOMTREE TR
FLOATING RAT TREA
97717Y527
338467
6737
SH
SOLE
6737
0
0
YUM BRANDS INC
COM
988498101
2411461
18456
SH
SOLE
13323
5133
0
ZOETIS INC
CL A
98978V103
15716178
79628
SH
SOLE
50954
28674
0