0001398344-24-008544.txt : 20240502
0001398344-24-008544.hdr.sgml : 20240502
20240502132556
ACCESSION NUMBER: 0001398344-24-008544
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240502
DATE AS OF CHANGE: 20240502
EFFECTIVENESS DATE: 20240502
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: 24906936
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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03-31-2024
03-31-2024
false
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
05-01-2024
0
211
1701317950
INFORMATION TABLE
2
fp0088189-1_13fhr-table.xml
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
32585846
94013
SH
SOLE
66188
27825
0
ICON PLC
SHS
G4705A100
287237
855
SH
SOLE
705
150
0
LINDE PLC
SHS
G5494J103
5414436
11661
SH
SOLE
9315
2346
0
MARVELL TECHNOLOGY GROUP LTD
ORD SHS
G5876H105
1304192
18400
SH
SOLE
14500
3900
0
MEDTRONIC PLC
SHS
G5960L103
3331570
38228
SH
SOLE
30183
8045
0
NU HLDGS LTD
ORD SHS CL A
G6683N103
25351656
2125034
SH
SOLE
1466956
658078
0
TRANE TECHNOLOGIES PLC
SHS
G8994E103
720480
2400
SH
SOLE
0
2400
0
GARMIN LTD
SHS
H2906T109
2177224
14625
SH
SOLE
13025
1600
0
ASML HOLDING N V
N Y REGISTRY SHS
N07059210
1822543
1878
SH
SOLE
1581
297
0
STELLANTIS N.V.
SHS
N82405106
1371135
48450
SH
SOLE
18000
30450
0
ALPS ETF TR
ALERIAN MLP
00162Q452
764581
16110
SH
SOLE
12543
3567
0
AT&T INC
COM
00206R102
867715
49302
SH
SOLE
17802
31500
0
ABBOTT LABS
COM
002824100
2965048
26087
SH
SOLE
14702
11385
0
ABBVIE INC
COM
00287Y109
9915891
54453
SH
SOLE
30535
23918
0
ADOBE INC
COM
00724F101
47898145
94923
SH
SOLE
45168
49755
0
AECOM
COM
00766T100
1622832
16546
SH
SOLE
6746
9800
0
ADVANCED MICRO DEVICES INC
COM
007903107
1555643
8619
SH
SOLE
7533
1086
0
AGILENT TECHNOLOGIES INC
COM
00846U101
1312500
9020
SH
SOLE
2420
6600
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
452250
6250
SH
SOLE
1250
5000
0
ALPHABET INC
CAP STK CL C
02079K107
42037174
276088
SH
SOLE
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96921
0
ALPHABET INC
CAP STK CL A
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52309168
346579
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SOLE
242091
104488
0
AMAZON COM INC
COM
023135106
63801128
353704
SH
SOLE
253298
100406
0
AMERICAN ELEC PWR CO INC
COM
025537101
493611
5733
SH
SOLE
1233
4500
0
AMERICAN EXPRESS CO
COM
025816109
22034472
96774
SH
SOLE
67853
28921
0
AMGEN INC
COM
031162100
9381423
32996
SH
SOLE
19894
13102
0
ANALOG DEVICES INC
COM
032654105
2745325
13880
SH
SOLE
9730
4150
0
APPLE INC
COM
037833100
119376669
696155
SH
SOLE
478964
217191
0
APPLOVIN CORP
COM CL A
03831W108
2709548
39144
SH
SOLE
31407
7737
0
AUTODESK INC
COM
052769106
16363491
62835
SH
SOLE
44399
18436
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
21860242
87532
SH
SOLE
49359
38173
0
AUTONATION INC
COM
05329W102
8215252
49615
SH
SOLE
35160
14455
0
AVIS BUDGET GROUP
COM
053774105
368972
3013
SH
SOLE
13
3000
0
AZEK CO INC
CL A
05478C105
959202
19100
SH
SOLE
5475
13625
0
BAIDU INC
SPON ADR REP A
056752108
1646053
15635
SH
SOLE
9779
5856
0
BK OF AMERICA CORP
COM
060505104
8913801
235069
SH
SOLE
194394
40675
0
BAXTER INTL INC
COM
071813109
246225
5761
SH
SOLE
4961
800
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
4927653
11718
SH
SOLE
5530
6188
0
BIOGEN INC
COM
09062X103
704894
3269
SH
SOLE
1939
1330
0
BLACKROCK INC
COM
09247X101
2703689
3243
SH
SOLE
2646
597
0
BOEING CO
COM
097023105
5260328
27257
SH
SOLE
13670
13587
0
BOOKING HLDGS INC
COM
09857L108
13706131
3778
SH
SOLE
2615
1163
0
BRINKS CO
COM
109696104
252197
2730
SH
SOLE
1630
1100
0
BRISTOL-MYERS SQUIBB CO
COM
110122108
1766271
32570
SH
SOLE
15270
17300
0
BROADCOM INC
COM
11135F101
1442046
1088
SH
SOLE
1088
0
0
CVS HEALTH CORP
COM
126650100
453834
5690
SH
SOLE
4490
1200
0
CARRIER GLOBAL CORPORATION
COM
14448C104
236880
4075
SH
SOLE
2725
1350
0
CATERPILLAR INC DEL
COM
149123101
2060436
5623
SH
SOLE
3873
1750
0
CHARLES RIV LABS INTL INC
COM
159864107
18491080
68245
SH
SOLE
37712
30533
0
CHENIERE ENERGY INC NEW
COM NEW
16411R208
1879718
11655
SH
SOLE
6435
5220
0
CHEVRON CORP NEW
COM
166764100
2036739
12912
SH
SOLE
11024
1888
0
CHIPOTLE MEXICAN GRILL INC
COM
169656105
3002693
1033
SH
SOLE
890
143
0
CHURCH & DWIGHT INC
COM
171340102
15156556
145303
SH
SOLE
90638
54665
0
CISCO SYS INC
COM
17275R102
7769689
155674
SH
SOLE
82655
73019
0
CLOROX CO DEL
COM
189054109
399617
2610
SH
SOLE
2610
0
0
COCA COLA CO
COM
191216100
1485756
24285
SH
SOLE
15335
8950
0
COLGATE PALMOLIVE CO
COM
194162103
805047
8940
SH
SOLE
4140
4800
0
CONOCO PHILLIPS
COM
20825c104
353202
2775
SH
SOLE
2775
0
0
CONSTELLATION BRANDS INC
CL A
21036P108
7582648
27902
SH
SOLE
20889
7013
0
CORNING INC
COM
219350105
1582607
48016
SH
SOLE
34476
13540
0
CORPAY INC
COM SHS
219948106
398017
1290
SH
SOLE
1055
235
0
COSTCO WHSL CORP NEW
COM
22160K105
49919943
68138
SH
SOLE
39160
28978
0
COUPANG INC
CL A
22266T109
865484
48650
SH
SOLE
30150
18500
0
CROWDSTRIKE HLDGS INC
CL A
22788C105
9311537
29045
SH
SOLE
21750
7295
0
CUMMINS INC
COM
231021106
8954708
30391
SH
SOLE
19653
10738
0
D R HORTON INC
COM
23331A109
2112657
12839
SH
SOLE
6789
6050
0
DXC TECHNOLOGY CO
COM
23355L106
340102
16035
SH
SOLE
15000
1035
0
DANAHER CORPORATION
COM
235851102
3623687
14511
SH
SOLE
13100
1411
0
DEERE & CO
COM
244199105
16225462
39503
SH
SOLE
28515
10988
0
DELL TECHNOLOGIES INC
CL C
24703L202
3657910
32056
SH
SOLE
25824
6232
0
DIAGEO PLC
SPON ADR NEW
25243Q205
711423
4783
SH
SOLE
4139
644
0
DIREXION SHS ETF TR
DLY SMCAP BULL3X
25459W847
429200
10000
SH
SOLE
0
10000
0
DISNEY WALT CO
COM
254687106
813572
6649
SH
SOLE
3824
2825
0
DONALDSON INC
COM
257651109
701992
9400
SH
SOLE
0
9400
0
DOW INC
COM
260557103
5236930
90401
SH
SOLE
70751
19650
0
DRAFTKINGS INC NEW
COM CL A
26142V105
839949
18497
SH
SOLE
11342
7155
0
EAST WEST BANCORP INC
COM
27579R104
1426274
18029
SH
SOLE
14206
3823
0
EBAY INC
COM
278642103
632041
11975
SH
SOLE
1150
10825
0
ECOLAB INC
COM
278865100
14883583
64459
SH
SOLE
34845
29614
0
EDISON INTL
COM
281020107
627428
8871
SH
SOLE
4871
4000
0
EDWARDS LIFESCIENCES CORP
COM
28176E108
16353947
171138
SH
SOLE
97814
73324
0
ELECTRONIC ARTS INC
COM
285512109
333002
2510
SH
SOLE
2510
0
0
EVERCORE INC
CLASS A
29977A105
202220
1050
SH
SOLE
1050
0
0
EXPEDIA GROUP INC
COM NEW
30212P303
5740043
41670
SH
SOLE
28707
12963
0
EXPEDITORS INTL WASH INC
COM
302130109
8197951
67434
SH
SOLE
52989
14445
0
FS KKR CAPITAL CORP
COM
302635206
297225
15586
SH
SOLE
15586
0
0
META PLATFORMS INC
CL A
30303M102
90825311
187045
SH
SOLE
141276
45769
0
FASTENAL CO
COM
311900104
9214604
119453
SH
SOLE
81210
38243
0
FEDEX CORP
COM
31428X106
13067392
45100
SH
SOLE
24599
20501
0
FORD MOTOR COMPANY
COM
345370860
335320
25250
SH
SOLE
20250
5000
0
GENERAL MTRS CO
COM
37045V100
1133750
25000
SH
SOLE
0
25000
0
GILEAD SCIENCES INC
COM
375558103
1303630
17797
SH
SOLE
5897
11900
0
GLOBAL PMTS INC
COM
37940X102
9537042
71353
SH
SOLE
52323
19030
0
GOLDMAN SACHS GROUP INC
COM
38141G104
459459
1100
SH
SOLE
1100
0
0
GRAINGER W W INC
COM
384802104
13427343
13199
SH
SOLE
6964
6235
0
HCA HEALTHCARE INC
COM
40412C101
200118
600
SH
SOLE
400
200
0
HP INC
COM
40434L105
8766067
290075
SH
SOLE
184000
106075
0
HERTZ GLOBAL HLDGS INC
COM NEW
42806J700
2521456
322025
SH
SOLE
249850
72175
0
HOME DEPOT INC
COM
437076102
5490582
14313
SH
SOLE
3025
11288
0
HONEYWELL INTL INC
COM
438516106
307875
1500
SH
SOLE
1500
0
0
IDEXX LABS INC
COM
45168D104
836892
1550
SH
SOLE
1550
0
0
ILLINOIS TOOL WKS INC
COM
452308109
429328
1600
SH
SOLE
1600
0
0
INDAPTUS THERAPEUTICS INC
COM
45339J105
229459
102437
SH
SOLE
69976
32461
0
INTEL CORP
COM
458140100
982309
22239
SH
SOLE
12399
9840
0
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
24026749
174829
SH
SOLE
119532
55297
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
2506350
13125
SH
SOLE
11225
1900
0
INTUIT
COM
461202103
65924950
101423
SH
SOLE
72426
28997
0
INTUITIVE SURGICAL INC
COM NEW
46120E602
11463860
28725
SH
SOLE
27595
1130
0
Invesco S&P 500 Equal
S&P500 EQL WGT
46137V357
379897
2243
SH
SOLE
1748
495
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INVESCO EXCHANGE TRADED FD T
DYNMC BIOTECH
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464982
7185
SH
SOLE
6080
1105
0
IRON MTN INC DEL
COM
46284V101
216567
2700
SH
SOLE
2700
0
0
ISHARES IINC
MSCI BRAZIL ETF
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359343
11084
SH
SOLE
8848
2236
0
ISHARES TR
IBOXX INV CP ETF
464287242
900224
8265
SH
SOLE
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ISHARES TR
1-3 YR TR BD ETF
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240270
2938
SH
SOLE
2173
765
0
ISHARES TR
NASDQ BIOTEC ETF
464287556
11070223
80675
SH
SOLE
52254
28421
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Ishares Short Treasury
SHORT TREAS BD
464288679
4792351
43354
SH
SOLE
33898
9456
0
ISHARES TR
U.S. PFD STK ETF
464288687
240049
7448
SH
SOLE
7448
0
0
JPMORGAN CHASE & CO
COM
46625H100
1071805
5351
SH
SOLE
5351
0
0
JOHNSON & JOHNSON
COM
478160104
11957424
75589
SH
SOLE
38294
37295
0
KENVUE INC
COM
49177J102
3673952
171200
SH
SOLE
114232
56968
0
LENNAR CORP
CL A
526057104
1215383
7067
SH
SOLE
4678
2389
0
LILLY ELI & CO
COM
532457108
38369007
49320
SH
SOLE
30931
18389
0
LITHIA MOTORS INC CLASS A
COM
536797103
631806
2100
SH
SOLE
100
2000
0
LOUISIANA-PACIFIC CORP
COM
546347105
379189
4519
SH
SOLE
3519
1000
0
LOWES COS INC
COM
548661107
18729427
73527
SH
SOLE
56352
17175
0
MANNKIND CORP
COM NEW
56400P706
67044
14800
SH
SOLE
0
14800
0
MASTERCARD INC
CL A
57636Q104
10718785
22258
SH
SOLE
11428
10830
0
MCDONALDS CORP
COM
580135101
2899292
10283
SH
SOLE
7193
3090
0
MERCADOLIBRE INC
COM
58733R102
19123270
12648
SH
SOLE
9443
3205
0
MERCK & CO. INC
COM
58933Y105
17827896
135111
SH
SOLE
89882
45229
0
MICROSOFT CORP
COM
594918104
101239536
240634
SH
SOLE
159122
81512
0
MICRON TECHNOLOGY
COM
595112103
4849169
41133
SH
SOLE
35874
5259
0
MONDELEZ INTL INC
CL A
609207105
6677020
95386
SH
SOLE
72040
23346
0
MOTOROLA SOLUTIONS INC
COM NEW
620076307
27845341
78442
SH
SOLE
55221
23221
0
NEXTERA ENERGY INC
COM
65339F101
1364479
21350
SH
SOLE
3350
18000
0
NIKE INC
CL B
654106103
7008746
74577
SH
SOLE
46227
28350
0
NORFOLK SOUTHERN CORP
COM
655844108
6760044
26524
SH
SOLE
15854
10670
0
NOVARTIS A G
SPONSORED ADR
66987V109
7939502
82079
SH
SOLE
56239
25840
0
NVIDIA CORP
COM
67066G104
59602434
65964
SH
SOLE
48333
17631
0
OCCIDENTAL PETE CORP
COM
674599105
3623193
55750
SH
SOLE
42703
13047
0
OMNICOM GROUP INC
COM
681919106
237062
2450
SH
SOLE
2450
0
0
ORACLE CORP
COM
68389X105
8052983
64111
SH
SOLE
30113
33998
0
PALANTIR TECHNOLOGIES INC
CL A
69608A108
246667
10720
SH
SOLE
10720
0
0
PALO ALTO NETWORKS INC
COM
697435105
292654
1030
SH
SOLE
315
715
0
PAYCHEX INC
COM
704326107
22236747
181081
SH
SOLE
124223
56858
0
PAYPAL HLDGS INC
COM
70450Y103
11981228
178851
SH
SOLE
117919
60932
0
PEPSICO INC
COM
713448108
6916481
39520
SH
SOLE
25621
13899
0
PFIZER INC
COM
717081103
718182
25880
SH
SOLE
10530
15350
0
PINDUODUO INC
SPONSORED ADS
722304102
581250
5000
SH
SOLE
0
5000
0
PLAINS ALL AMERN PIPELINE L
UNIT LTD PARTN
726503105
268563
15294
SH
SOLE
89
15205
0
PROCTER & GAMBLE CO
COM
742718109
1539104
9486
SH
SOLE
3316
6170
0
PUBMATIC INC
COM CL A
74467Q103
679720
28656
SH
SOLE
24076
4580
0
QUALCOMM INC
COM
747525103
20054093
118453
SH
SOLE
77223
41230
0
QUEST DIAGNOSTICS INC
COM
74834L100
329447
2475
SH
SOLE
2475
0
0
RH
COM
74967X103
9524214
27348
SH
SOLE
21135
6213
0
RPM INTL INC
COM
749685103
270611
2275
SH
SOLE
2275
0
0
RALPH LAUREN CORP
CL A
751212101
1746168
9300
SH
SOLE
8800
500
0
RAYTHEON TECHNOLOGIES CORP
COM NEW
75513E101
345256
3540
SH
SOLE
3540
0
0
REGENERON PHARMACEUTICALS
COM
75886F107
672781
699
SH
SOLE
324
375
0
RIVIAN AUTOMOTIVE INC
COM CL A
76954A103
438493
40045
SH
SOLE
45
40000
0
SEI INVESTMENTS CO
COM
784117103
390561
5432
SH
SOLE
5432
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
651660
1246
SH
SOLE
1000
246
0
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
286546
515
SH
SOLE
394
121
0
SALESFORCE COM INC
COM
79466L302
720724
2393
SH
SOLE
1573
820
0
CHARLES SCHWAB CORP
COM
808513105
2685984
37130
SH
SOLE
26426
10704
0
SCOTTS MIRACLE GRO CO
CL A
810186106
4616748
61895
SH
SOLE
30745
31150
0
SEA LTD
SPONSORED ADS
81141R100
7017749
130660
SH
SOLE
97195
33465
0
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
672913
10250
SH
SOLE
4250
6000
0
SERVICE NOW INC
COM
81762P102
211947
278
SH
SOLE
243
35
0
SHERWIN WILLIAMS CO
COM
824348106
520995
1500
SH
SOLE
1500
0
0
SHOPIFY INC
CL A
82509L107
410159
5315
SH
SOLE
4015
1300
0
SNOWFLAKE INC
CL A
833445109
1412707
8742
SH
SOLE
4134
4608
0
SOUTHERN CO
COM
842587107
319400
4452
SH
SOLE
952
3500
0
SQUARE INC
CL A
852234103
8069862
95411
SH
SOLE
59793
35618
0
STARBUCKS CORP
COM
855244109
912986
9990
SH
SOLE
9790
200
0
STRYKER CORP
COM
863667101
14062860
39296
SH
SOLE
30896
8400
0
SYSCO CORP
COM
871829107
3402303
41911
SH
SOLE
7601
34310
0
TJX COS INC NEW
COM
872540109
856188
8442
SH
SOLE
2082
6360
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
1820621
13382
SH
SOLE
11573
1809
0
TAKE-TWO INTERACTIVE SOFTWAR
COM
874054109
1202769
8100
SH
SOLE
8100
0
0
TARGET CORP
COM
87612E106
496188
2800
SH
SOLE
2800
0
0
TESLA INC
COM
88160R101
1056498
6010
SH
SOLE
1020
4990
0
TEXAS INSTRS INC
COM
882508104
21248742
121972
SH
SOLE
78956
43016
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
3504696
6030
SH
SOLE
4440
1590
0
3M CO
COM
88579Y101
724776
6833
SH
SOLE
4808
2025
0
TOLL BROTHERS INC
COM
889478103
2245346
17356
SH
SOLE
8956
8400
0
TRIMBLE INC
COM
896239100
9965181
154835
SH
SOLE
78125
76710
0
US BANCORP DEL
COM NEW
902973304
282728
6325
SH
SOLE
6325
0
0
UBER TECHNOLOGIES INC
COM
90353T100
4714406
61234
SH
SOLE
41916
19318
0
UNION PAC CORP
COM
907818108
13242347
53846
SH
SOLE
34780
19066
0
UNITED PARCEL SERVICE INC
CL B
911312106
7044859
47399
SH
SOLE
32770
14629
0
UNITEDHEALTH GROUP INC
COM
91324P102
4726859
9555
SH
SOLE
9095
460
0
VANGUARD WORLD FD
EXTENDED DUR
921910709
577717
7542
SH
SOLE
5825
1717
0
VANGUARD WORLD FD
ENERGY ETF
92204A306
733701
5571
SH
SOLE
4430
1141
0
VANGUARD WORLD FD
UTILITIES ETF
92204A876
427740
3000
SH
SOLE
2000
1000
0
VANGUARD INDEX FDS
SMALL CP ETF
922908751
580390
2539
SH
SOLE
1944
595
0
VERIZON COMMUNICATIONS INC
COM
92343V104
452497
10784
SH
SOLE
9284
1500
0
VERTEX PHARMACEUTICAL COM
COM
92532F100
284247
680
SH
SOLE
425
255
0
VISA INC
COM CL A
92826C839
14150751
50705
SH
SOLE
33440
17265
0
WEC ENERGY GROUP INC
COM
92939U106
599476
7300
SH
SOLE
350
6950
0
WALMART INC
COM
931142103
7106859
118113
SH
SOLE
77499
40614
0
WARNER BROS DISCOVERY INC
COM SER A
934423104
1862205
213311
SH
SOLE
179155
34156
0
WASTE MGMT INC DEL
COM
94106L109
28124929
131949
SH
SOLE
90586
41363
0
WATERS CORP
COM
941848103
5323517
15465
SH
SOLE
6934
8531
0
WELLS FARGO CO NEW
COM
949746101
234970
4054
SH
SOLE
2000
2054
0
WESTERN ASSET GLOBAL CORP DE
COM
95790C107
134160
10750
SH
SOLE
10750
0
0
WHIRLPOOL CORP
COM
963320106
484980
4054
SH
SOLE
2354
1700
0
WILLIAMS-SONOMA
COM
969904101
18088732
56967
SH
SOLE
44468
12499
0
WINGSTOP INC
COM
974155103
496472
1355
SH
SOLE
350
1005
0
WISDOMTREE TR
FLOATING RAT TREA
97717Y527
227361
4521
SH
SOLE
4521
0
0
YUM BRANDS INC
COM
988498101
2517329
18156
SH
SOLE
13231
4925
0
ZOETIS INC
CL A
98978V103
14973731
88492
SH
SOLE
60109
28383
0