HARBOUR INVESTMENT MANAGEMENT LLC Diversified Active

CIK: 0001275880 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Nov 12, 2014

Total Value ($000): $150,289 (100.0% shares, 0.0% debt)

Holdings (78)

MSFT Microsoft 3.7%
Value ($000) $5,496 Shares 118,547 Est. Cost $26.70 Unrealized +41.0%
SBUX Starbucks Corp 3.0%
Value ($000) $4,548 Shares 60,268 Est. Cost $24.37 Unrealized +26.6%
Berkshire Hathaway B 3.0%
Value ($000) $4,434 Shares 32,095 Est. Cost $111.91 Unrealized
IBB IShares Tr 2.9%
Value ($000) $4,291 Shares 15,680 Est. Cost $175.15 Unrealized
COST Costco Wholesale 2.8%
Value ($000) $4,164 Shares 33,225 Est. Cost $86.66 Unrealized +12.1%
DIS Walt Disney Co 2.7%
Value ($000) $4,050 Shares 45,495 Est. Cost $56.11 Unrealized +41.3%
JNJ Johnson & Johnson 2.6%
Value ($000) $3,863 Shares 36,243 Est. Cost $59.66 Unrealized +26.7%
INTC Intel Corp 2.5%
Value ($000) $3,686 Shares 105,860 Est. Cost $17.21 Unrealized +49.6%
NVO Novo-Nordisk A S 2.4%
Value ($000) $3,678 Shares 77,240 Est. Cost $67.96 Unrealized
PCAR Paccar 2.4%
Value ($000) $3,558 Shares 62,559 Est. Cost $21.70 Unrealized +24.7%
Walgreen Company 2.3%
Value ($000) $3,522 Shares 59,430 Est. Cost $44.21 Unrealized
ADP Automatic Data 2.1%
Value ($000) $3,177 Shares 38,235 Est. Cost $45.09 Unrealized +24.8%
MMM 3M CO 2.1%
Value ($000) $3,128 Shares 22,080 Est. Cost $61.26 Unrealized +36.3%
KO Coca Cola 2.1%
Value ($000) $3,121 Shares 73,160 Est. Cost $27.85 Unrealized +3.6%
PEP PepsiCo 2.0%
Value ($000) $2,952 Shares 31,715 Est. Cost $56.00 Unrealized +15.9%
SNA Snap On Inc 1.8%
Value ($000) $2,745 Shares 22,675 Est. Cost $66.38 Unrealized +43.0%
UPS United Parcel Svc 1.8%
Value ($000) $2,730 Shares 27,770 Est. Cost $55.38 Unrealized +19.8%
PG Procter & Gamble 1.8%
Value ($000) $2,671 Shares 31,897 Est. Cost $55.00 Unrealized +8.6%
KMB Kimberly Clark 1.8%
Value ($000) $2,669 Shares 24,810 Est. Cost $63.06 Unrealized +12.3%
Exxon Mobil 1.8%
Value ($000) $2,638 Shares 28,050 Est. Cost $97.66 Unrealized
EWL IShares Inc 1.7%
Value ($000) $2,573 Shares 79,145 Est. Cost $28.65 Unrealized
United Technologies 1.7%
Value ($000) $2,519 Shares 23,850 Est. Cost $92.94 Unrealized
EMC Corp 1.6%
Value ($000) $2,479 Shares 84,730 Est. Cost $23.65 Unrealized
XLB Select Sector SPDR TR 1.6%
Value ($000) $2,404 Shares 48,470 Est. Cost $38.58 Unrealized
NSC Norfolk Southern Corp 1.6%
Value ($000) $2,399 Shares 21,495 Est. Cost $57.67 Unrealized +43.2%
ED Consolidated Edison 1.6%
Value ($000) $2,369 Shares 41,805 Est. Cost $37.50 Unrealized -0.1%
SYK Stryker Corp 1.4%
Value ($000) $2,161 Shares 26,760 Est. Cost $56.92 Unrealized +26.4%
EMR Emerson Electric 1.3%
Value ($000) $1,991 Shares 31,820 Est. Cost $40.02 Unrealized +19.4%
GlaxoSmithKline PLC 1.3%
Value ($000) $1,974 Shares 42,945 Est. Cost $49.73 Unrealized
CSCO Cisco Systems 1.3%
Value ($000) $1,971 Shares 78,307 Est. Cost $15.24 Unrealized +16.2%
Royal Dutch She 1.3%
Value ($000) $1,955 Shares 25,675 Est. Cost $63.79 Unrealized
SLB Schlumberger Ltd 1.3%
Value ($000) $1,911 Shares 18,795 Est. Cost $53.22 Unrealized +49.4%
General Electric 1.3%
Value ($000) $1,885 Shares 73,565 Est. Cost $23.19 Unrealized
Blackrock Inc 1.2%
Value ($000) $1,866 Shares 5,685 Est. Cost $260.05 Unrealized
PSX Phillips 66 1.2%
Value ($000) $1,823 Shares 22,421 Est. Cost $40.44 Unrealized +36.3%
IShares Inc 1.2%
Value ($000) $1,774 Shares 150,710 Est. Cost $11.22 Unrealized
ABT Abbott Laboratories 1.2%
Value ($000) $1,744 Shares 41,924 Est. Cost $28.71 Unrealized +18.8%
RBC RBC Bearings Inc 1.1%
Value ($000) $1,719 Shares 30,325 Est. Cost $49.39 Unrealized +22.1%
NEE NextEra Energy 1.1%
Value ($000) $1,718 Shares 18,300 Est. Cost $14.20 Unrealized +26.2%
COP ConocoPhillips 1.1%
Value ($000) $1,718 Shares 22,451 Est. Cost $40.70 Unrealized +39.3%
APD Air Products & Chem 1.1%
Value ($000) $1,663 Shares 12,775 Est. Cost $61.55 Unrealized +50.2%
WAFD Wash Federal 1.1%
Value ($000) $1,660 Shares 81,515 Est. Cost $12.35 Unrealized +24.5%
AAPL Apple Inc 1.1%
Value ($000) $1,656 Shares 16,432 Est. Cost $17.92 Unrealized +20.7%
WFC Wells Fargo & Co 1.1%
Value ($000) $1,653 Shares 31,860 Est. Cost $28.22 Unrealized +32.6%
WM Waste Mgmt Inc 1.1%
Value ($000) $1,600 Shares 33,665 Est. Cost $30.80 Unrealized +18.3%
BDX Becton, Dickinson 1.1%
Value ($000) $1,598 Shares 14,040 Est. Cost $78.11 Unrealized +22.5%
EWG IShares Inc 1.0%
Value ($000) $1,542 Shares 55,670 Est. Cost $25.38 Unrealized
Total S A 1.0%
Value ($000) $1,503 Shares 23,320 Est. Cost $49.30 Unrealized
Medtronic Inc 1.0%
Value ($000) $1,454 Shares 23,464 Est. Cost $51.48 Unrealized
SAP SAP AG 0.9%
Value ($000) $1,337 Shares 18,535 Est. Cost $72.81 Unrealized
EWC IShares Inc 0.8%
Value ($000) $1,258 Shares 40,980 Est. Cost $26.14 Unrealized
OXY Occidental Pete 0.8%
Value ($000) $1,203 Shares 12,515 Est. Cost $57.83 Unrealized +17.6%
ABBNY ABB Ltd 0.8%
Value ($000) $1,191 Shares 53,150 Est. Cost $21.65 Unrealized
QCOM Qualcomm 0.8%
Value ($000) $1,165 Shares 15,580 Est. Cost $47.18 Unrealized +17.5%
DHR Danaher Inc 0.8%
Value ($000) $1,131 Shares 14,890 Est. Cost $25.20 Unrealized +23.7%
Plum Creek Timber 0.7%
Value ($000) $1,069 Shares 27,399 Est. Cost $46.67 Unrealized
EXPD Expeditors Intl Wash 0.7%
Value ($000) $1,062 Shares 26,160 Est. Cost $32.06 Unrealized +14.6%
CL Colgate-Palmolive 0.7%
Value ($000) $1,053 Shares 16,145 Est. Cost $44.39 Unrealized +14.2%
Harris Corp 0.7%
Value ($000) $1,048 Shares 15,780 Est. Cost $49.27 Unrealized
CVX Chevron Corp 0.7%
Value ($000) $1,030 Shares 8,632 Est. Cost $71.38 Unrealized +10.0%
DE Deere & Co 0.7%
Value ($000) $1,020 Shares 12,440 Est. Cost $68.18 Unrealized +1.8%
CAJPY Canon Inc 0.6%
Value ($000) $950 Shares 29,145 Est. Cost $32.87 Unrealized
Encana Corp 0.6%
Value ($000) $915 Shares 43,135 Est. Cost $17.05 Unrealized
Statoil ASA 0.6%
Value ($000) $848 Shares 31,220 Est. Cost $20.92 Unrealized
EWA IShares Inc 0.6%
Value ($000) $842 Shares 35,175 Est. Cost $22.58 Unrealized
MAT Mattel 0.6%
Value ($000) $835 Shares 27,255 Est. Cost $43.19 Unrealized -18.1%
T AT&T 0.6%
Value ($000) $833 Shares 23,645 Est. Cost $11.02 Unrealized +8.0%
TIP IShares Inc 0.5%
Value ($000) $804 Shares 7,170 Est. Cost $112.00 Unrealized
CVE Cenovus Energy Inc 0.5%
Value ($000) $776 Shares 28,865 Est. Cost $22.41 Unrealized +7.6%
CHKP Check Point Software Tech 0.5%
Value ($000) $739 Shares 10,680 Est. Cost $65.82 Unrealized +3.4%
Petsmart Inc. 0.5%
Value ($000) $681 Shares 9,715 Est. Cost $68.95 Unrealized
SO Southern Co. 0.3%
Value ($000) $415 Shares 9,500 Est. Cost $26.74 Unrealized +1.4%
BA Boeing Company 0.2%
Value ($000) $357 Shares 2,800 Est. Cost $80.37 Unrealized +35.9%
GILD Gilead Sciences Inc 0.2%
Value ($000) $312 Shares 2,930 Est. Cost $48.38 Unrealized +40.6%
PFE Pfizer 0.2%
Value ($000) $295 Shares 9,964 Est. Cost $16.46 Unrealized +6.0%
ETFs Gold Tr 0.2%
Value ($000) $284 Shares 2,400 Est. Cost $118.33 Unrealized
AXP American Express 0.1%
Value ($000) $219 Shares 2,500 Est. Cost $69.27 Unrealized +10.4%
UNH UnitedHealth 0.1%
Value ($000) $214 Shares 2,480 Est. Cost $62.13 Unrealized +13.2%