HARBOUR INVESTMENT MANAGEMENT LLC Diversified Active

CIK: 0001275880 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: May 9, 2014

Total Value ($000): $152,804 (100.0% shares, 0.0% debt)

Holdings (79)

MSFT Microsoft 3.4%
Value ($000) $5,241 Shares 127,862 Est. Cost $26.70 Unrealized +17.1%
SBUX Starbucks Corp 3.0%
Value ($000) $4,597 Shares 62,644 Est. Cost $24.37 Unrealized +20.2%
Walgreen Company 2.9%
Value ($000) $4,455 Shares 67,470 Est. Cost $44.21 Unrealized
PCAR Paccar 2.9%
Value ($000) $4,393 Shares 65,133 Est. Cost $21.70 Unrealized +22.4%
DIS Walt Disney Co 2.8%
Value ($000) $4,289 Shares 53,570 Est. Cost $56.11 Unrealized +24.2%
Berkshire Hathaway B 2.7%
Value ($000) $4,115 Shares 32,930 Est. Cost $111.91 Unrealized
IBB IShares Tr 2.7%
Value ($000) $4,084 Shares 17,275 Est. Cost $175.15 Unrealized
JNJ Johnson & Johnson 2.6%
Value ($000) $3,905 Shares 39,753 Est. Cost $59.66 Unrealized +11.7%
COST Costco Wholesale 2.5%
Value ($000) $3,811 Shares 34,125 Est. Cost $86.66 Unrealized +5.3%
NVO Novo-Nordisk A S 2.4%
Value ($000) $3,685 Shares 80,715 Est. Cost $67.96 Unrealized
MMM 3M CO 2.1%
Value ($000) $3,264 Shares 24,060 Est. Cost $61.26 Unrealized +24.5%
ADP Automatic Data 2.1%
Value ($000) $3,190 Shares 41,290 Est. Cost $45.09 Unrealized +16.3%
United Technologies 1.9%
Value ($000) $2,879 Shares 24,640 Est. Cost $92.94 Unrealized
KO Coca Cola 1.9%
Value ($000) $2,870 Shares 74,230 Est. Cost $27.85 Unrealized -4.7%
INTC Intel Corp 1.9%
Value ($000) $2,849 Shares 110,370 Est. Cost $17.21 Unrealized +8.5%
UPS United Parcel Svc 1.9%
Value ($000) $2,843 Shares 29,195 Est. Cost $55.38 Unrealized +15.9%
KMB Kimberly Clark 1.8%
Value ($000) $2,786 Shares 25,270 Est. Cost $63.06 Unrealized +10.0%
PEP PepsiCo 1.8%
Value ($000) $2,782 Shares 33,320 Est. Cost $56.00 Unrealized +1.5%
Exxon Mobil 1.8%
Value ($000) $2,779 Shares 28,455 Est. Cost $97.66 Unrealized
EWL IShares Inc 1.8%
Value ($000) $2,762 Shares 80,435 Est. Cost $28.65 Unrealized
SNA Snap On Inc 1.8%
Value ($000) $2,708 Shares 23,865 Est. Cost $66.38 Unrealized +25.0%
PG Procter & Gamble 1.7%
Value ($000) $2,617 Shares 32,472 Est. Cost $55.00 Unrealized +2.7%
ED Consolidated Edison 1.6%
Value ($000) $2,402 Shares 44,765 Est. Cost $37.50 Unrealized -6.7%
EMC Corp 1.6%
Value ($000) $2,376 Shares 86,680 Est. Cost $23.65 Unrealized
XLB Select Sector SPDR TR 1.5%
Value ($000) $2,318 Shares 49,020 Est. Cost $38.58 Unrealized
SYK Stryker Corp 1.5%
Value ($000) $2,235 Shares 27,435 Est. Cost $56.92 Unrealized +21.3%
GlaxoSmithKline PLC 1.4%
Value ($000) $2,183 Shares 40,850 Est. Cost $49.97 Unrealized
NSC Norfolk Southern Corp 1.4%
Value ($000) $2,169 Shares 22,320 Est. Cost $57.67 Unrealized +23.8%
EMR Emerson Electric 1.4%
Value ($000) $2,152 Shares 32,220 Est. Cost $40.02 Unrealized +19.4%
Royal Dutch She 1.3%
Value ($000) $1,963 Shares 26,865 Est. Cost $63.79 Unrealized
General Electric 1.3%
Value ($000) $1,930 Shares 74,539 Est. Cost $23.19 Unrealized
IShares Inc 1.3%
Value ($000) $1,925 Shares 169,910 Est. Cost $11.22 Unrealized
WAFD Wash Federal 1.3%
Value ($000) $1,924 Shares 82,565 Est. Cost $12.35 Unrealized +30.9%
RBC RBC Bearings Inc 1.3%
Value ($000) $1,919 Shares 30,130 Est. Cost $49.24 Unrealized +33.0%
SLB Schlumberger Ltd 1.2%
Value ($000) $1,904 Shares 19,530 Est. Cost $53.22 Unrealized +23.0%
CSCO Cisco Systems 1.2%
Value ($000) $1,842 Shares 82,187 Est. Cost $15.24 Unrealized +0.4%
Blackrock Inc 1.2%
Value ($000) $1,800 Shares 5,725 Est. Cost $260.05 Unrealized
NEE NextEra Energy 1.2%
Value ($000) $1,788 Shares 18,700 Est. Cost $14.20 Unrealized +16.7%
Allergan Inc 1.2%
Value ($000) $1,782 Shares 14,358 Est. Cost $84.24 Unrealized
PSX Phillips 66 1.1%
Value ($000) $1,749 Shares 22,696 Est. Cost $40.44 Unrealized +23.2%
BDX Becton, Dickinson 1.1%
Value ($000) $1,674 Shares 14,300 Est. Cost $78.11 Unrealized +17.0%
ABT Abbott Laboratories 1.1%
Value ($000) $1,629 Shares 42,304 Est. Cost $28.71 Unrealized +7.0%
WFC Wells Fargo & Co 1.0%
Value ($000) $1,582 Shares 31,810 Est. Cost $28.22 Unrealized +18.4%
APD Air Products & Chem 1.0%
Value ($000) $1,562 Shares 13,125 Est. Cost $61.55 Unrealized +28.8%
Total S A 1.0%
Value ($000) $1,556 Shares 23,720 Est. Cost $49.30 Unrealized
SAP SAP AG 1.0%
Value ($000) $1,536 Shares 18,885 Est. Cost $72.81 Unrealized
COP ConocoPhillips 1.0%
Value ($000) $1,524 Shares 21,663 Est. Cost $39.96 Unrealized +13.7%
Medtronic Inc 1.0%
Value ($000) $1,474 Shares 23,947 Est. Cost $51.48 Unrealized
WM Waste Mgmt Inc 0.9%
Value ($000) $1,431 Shares 34,005 Est. Cost $30.80 Unrealized +6.4%
ABBNY ABB Ltd 0.9%
Value ($000) $1,385 Shares 53,700 Est. Cost $21.65 Unrealized
EWG IShares Inc 0.9%
Value ($000) $1,339 Shares 42,725 Est. Cost $24.71 Unrealized
Plum Creek Timber 0.9%
Value ($000) $1,338 Shares 31,815 Est. Cost $46.67 Unrealized
AAPL Apple Inc 0.8%
Value ($000) $1,279 Shares 2,383 Est. Cost $13.55 Unrealized +22.4%
OXY Occidental Pete 0.8%
Value ($000) $1,269 Shares 13,315 Est. Cost $57.83 Unrealized +8.0%
EWC IShares Inc 0.8%
Value ($000) $1,223 Shares 41,380 Est. Cost $26.14 Unrealized
Harris Corp 0.8%
Value ($000) $1,172 Shares 16,020 Est. Cost $49.27 Unrealized
DHR Danaher Inc 0.7%
Value ($000) $1,121 Shares 14,940 Est. Cost $25.20 Unrealized +22.1%
MAT Mattel 0.7%
Value ($000) $1,098 Shares 27,380 Est. Cost $43.19 Unrealized -8.1%
CL Colgate-Palmolive 0.7%
Value ($000) $1,064 Shares 16,405 Est. Cost $44.39 Unrealized +7.9%
DE Deere & Co 0.7%
Value ($000) $1,060 Shares 11,671 Est. Cost $68.08 Unrealized +3.0%
EXPD Expeditors Intl Wash 0.7%
Value ($000) $1,051 Shares 26,510 Est. Cost $32.06 Unrealized +9.5%
CVX Chevron Corp 0.7%
Value ($000) $1,051 Shares 8,842 Est. Cost $71.38 Unrealized -1.4%
QCOM Qualcomm 0.7%
Value ($000) $1,026 Shares 13,010 Est. Cost $45.26 Unrealized +19.4%
CAJPY Canon Inc 0.7%
Value ($000) $996 Shares 32,070 Est. Cost $32.87 Unrealized
Encana Corp 0.6%
Value ($000) $935 Shares 43,745 Est. Cost $17.05 Unrealized
EWA IShares Inc 0.6%
Value ($000) $929 Shares 35,925 Est. Cost $22.58 Unrealized
Statoil ASA 0.6%
Value ($000) $883 Shares 31,295 Est. Cost $20.92 Unrealized
TIP IShares Inc 0.6%
Value ($000) $843 Shares 7,520 Est. Cost $112.00 Unrealized
CVE Cenovus Energy Inc 0.5%
Value ($000) $828 Shares 28,600 Est. Cost $22.39 Unrealized -7.4%
T AT&T 0.5%
Value ($000) $805 Shares 22,945 Est. Cost $11.00 Unrealized -1.3%
Petsmart Inc. 0.4%
Value ($000) $648 Shares 9,405 Est. Cost $68.90 Unrealized
SO Southern Co. 0.3%
Value ($000) $417 Shares 9,500 Est. Cost $26.74 Unrealized -5.5%
BA Boeing Company 0.2%
Value ($000) $364 Shares 2,900 Est. Cost $80.37 Unrealized +39.0%
PFE Pfizer 0.2%
Value ($000) $320 Shares 9,964 Est. Cost $16.46 Unrealized +10.6%
ETFs Gold Tr 0.2%
Value ($000) $303 Shares 2,400 Est. Cost $118.33 Unrealized
AXP American Express 0.1%
Value ($000) $225 Shares 2,500 Est. Cost $69.27 Unrealized +9.0%
GILD Gilead Sciences Inc 0.1%
Value ($000) $211 Shares 2,980 Est. Cost $48.38 Unrealized +12.6%
UNH UnitedHealth 0.1%
Value ($000) $203 Shares 2,480 Est. Cost $62.13 Unrealized 0.0%
Washington Bkg Co. 0.1%
Value ($000) $185 Shares 10,382 Est. Cost $14.22 Unrealized