HARBOUR INVESTMENT MANAGEMENT LLC Diversified Active

CIK: 0001275880 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Feb 13, 2015

Total Value ($000): $158,901 (100.0% shares, 0.0% debt)

Holdings (82)

MSFT Microsoft 3.3%
Value ($000) $5,307 Shares 114,257 Est. Cost $26.70 Unrealized +49.3%
SBUX Starbucks Corp 3.1%
Value ($000) $4,949 Shares 60,318 Est. Cost $24.37 Unrealized +28.3%
Berkshire Hathaway B 3.0%
Value ($000) $4,804 Shares 31,995 Est. Cost $111.91 Unrealized
EWC IShares Inc 3.0%
Value ($000) $4,757 Shares 40,730 Est. Cost $26.14 Unrealized
COST Costco Wholesale 2.9%
Value ($000) $4,671 Shares 32,950 Est. Cost $86.66 Unrealized +26.3%
Walgreens Boots All 2.8%
Value ($000) $4,446 Shares 58,280 Est. Cost $76.29 Unrealized
PCAR Paccar 2.8%
Value ($000) $4,370 Shares 64,258 Est. Cost $21.88 Unrealized +29.0%
DIS Walt Disney Co 2.7%
Value ($000) $4,259 Shares 45,220 Est. Cost $56.11 Unrealized +44.9%
INTC Intel Corp 2.4%
Value ($000) $3,779 Shares 104,140 Est. Cost $17.21 Unrealized +54.7%
JNJ Johnson & Johnson 2.4%
Value ($000) $3,764 Shares 35,993 Est. Cost $59.66 Unrealized +29.6%
MMM 3M CO 2.3%
Value ($000) $3,599 Shares 21,905 Est. Cost $61.26 Unrealized +46.4%
NVO Novo-Nordisk A S 2.1%
Value ($000) $3,267 Shares 77,190 Est. Cost $67.96 Unrealized
ADP Automatic Data 2.0%
Value ($000) $3,183 Shares 38,185 Est. Cost $45.09 Unrealized +40.9%
SNA Snap On Inc 1.9%
Value ($000) $3,094 Shares 22,625 Est. Cost $66.38 Unrealized +53.1%
UPS United Parcel Svc 1.9%
Value ($000) $3,082 Shares 27,720 Est. Cost $55.38 Unrealized +28.1%
United Technologies 1.8%
Value ($000) $2,892 Shares 25,150 Est. Cost $94.08 Unrealized
PG Procter & Gamble 1.8%
Value ($000) $2,885 Shares 31,675 Est. Cost $55.00 Unrealized +17.5%
PEP PepsiCo 1.8%
Value ($000) $2,862 Shares 30,265 Est. Cost $56.00 Unrealized +22.5%
KMB Kimberly Clark 1.8%
Value ($000) $2,849 Shares 24,660 Est. Cost $63.06 Unrealized +20.7%
KO Coca Cola 1.8%
Value ($000) $2,820 Shares 66,795 Est. Cost $27.85 Unrealized +7.9%
ED Consolidated Edison 1.7%
Value ($000) $2,746 Shares 41,605 Est. Cost $37.50 Unrealized +11.6%
Exxon Mobil 1.6%
Value ($000) $2,593 Shares 28,050 Est. Cost $97.66 Unrealized
IBB IShares Tr 1.6%
Value ($000) $2,529 Shares 15,680 Est. Cost $175.15 Unrealized
SYK Stryker Corp 1.6%
Value ($000) $2,524 Shares 26,760 Est. Cost $56.92 Unrealized +36.8%
EMC Corp 1.6%
Value ($000) $2,520 Shares 84,730 Est. Cost $23.65 Unrealized
XLB Select Sector SPDR TR 1.5%
Value ($000) $2,357 Shares 48,520 Est. Cost $38.58 Unrealized
NSC Norfolk Southern Corp 1.5%
Value ($000) $2,345 Shares 21,395 Est. Cost $57.67 Unrealized +48.8%
CSCO Cisco Systems 1.4%
Value ($000) $2,171 Shares 78,057 Est. Cost $15.24 Unrealized +20.1%
Blackrock Inc 1.3%
Value ($000) $2,033 Shares 5,685 Est. Cost $260.05 Unrealized
EMR Emerson Electric 1.3%
Value ($000) $1,989 Shares 32,220 Est. Cost $40.10 Unrealized +15.7%
RBC RBC Bearings Inc 1.2%
Value ($000) $1,957 Shares 30,325 Est. Cost $49.39 Unrealized +22.9%
BDX Becton, Dickinson 1.2%
Value ($000) $1,954 Shares 14,040 Est. Cost $78.11 Unrealized +38.1%
NEE NextEra Energy 1.2%
Value ($000) $1,945 Shares 18,300 Est. Cost $14.20 Unrealized +33.0%
ABT Abbott Laboratories 1.2%
Value ($000) $1,856 Shares 41,220 Est. Cost $28.71 Unrealized +23.0%
APD Air Products & Chem 1.2%
Value ($000) $1,843 Shares 12,775 Est. Cost $61.55 Unrealized +56.4%
GlaxoSmithKline PLC 1.1%
Value ($000) $1,825 Shares 42,695 Est. Cost $49.73 Unrealized
General Electric 1.1%
Value ($000) $1,817 Shares 71,885 Est. Cost $23.19 Unrealized
AAPL Apple Inc 1.1%
Value ($000) $1,814 Shares 16,432 Est. Cost $17.92 Unrealized +34.4%
WAFD Wash Federal 1.1%
Value ($000) $1,787 Shares 80,665 Est. Cost $12.35 Unrealized +25.6%
WFC Wells Fargo & Co 1.1%
Value ($000) $1,747 Shares 31,860 Est. Cost $28.22 Unrealized +37.4%
Royal Dutch She 1.1%
Value ($000) $1,734 Shares 25,900 Est. Cost $63.79 Unrealized
WM Waste Mgmt Inc 1.1%
Value ($000) $1,728 Shares 33,665 Est. Cost $30.80 Unrealized +26.8%
Medtronic Inc 1.1%
Value ($000) $1,687 Shares 23,364 Est. Cost $51.48 Unrealized
EWL IShares Inc 1.0%
Value ($000) $1,661 Shares 79,820 Est. Cost $28.65 Unrealized
SLB Schlumberger Ltd 1.0%
Value ($000) $1,642 Shares 19,230 Est. Cost $53.54 Unrealized +25.8%
PSX Phillips 66 1.0%
Value ($000) $1,600 Shares 22,321 Est. Cost $40.44 Unrealized +21.6%
COP ConocoPhillips 1.0%
Value ($000) $1,537 Shares 22,251 Est. Cost $40.70 Unrealized +20.1%
IShares Inc 1.0%
Value ($000) $1,526 Shares 147,760 Est. Cost $11.22 Unrealized
SAP SAP AG 0.8%
Value ($000) $1,298 Shares 18,635 Est. Cost $72.81 Unrealized
CVX Chevron Corp 0.8%
Value ($000) $1,294 Shares 11,532 Est. Cost $71.16 Unrealized -0.9%
DHR Danaher Inc 0.8%
Value ($000) $1,276 Shares 14,890 Est. Cost $25.20 Unrealized +30.6%
QCOM Qualcomm 0.8%
Value ($000) $1,275 Shares 17,150 Est. Cost $47.74 Unrealized +11.7%
Total S A 0.7%
Value ($000) $1,189 Shares 23,220 Est. Cost $49.30 Unrealized
EWG IShares Inc 0.7%
Value ($000) $1,175 Shares 55,670 Est. Cost $25.38 Unrealized
Plum Creek Timber 0.7%
Value ($000) $1,172 Shares 27,399 Est. Cost $46.67 Unrealized
EXPD Expeditors Intl Wash 0.7%
Value ($000) $1,163 Shares 26,060 Est. Cost $32.06 Unrealized +15.9%
DE Deere & Co 0.7%
Value ($000) $1,154 Shares 13,040 Est. Cost $68.30 Unrealized +3.4%
Harris Corp 0.7%
Value ($000) $1,126 Shares 15,680 Est. Cost $49.27 Unrealized
ABBNY ABB Ltd 0.7%
Value ($000) $1,124 Shares 53,150 Est. Cost $21.65 Unrealized
CL Colgate-Palmolive 0.7%
Value ($000) $1,110 Shares 16,045 Est. Cost $44.39 Unrealized +17.6%
OXY Occidental Pete 0.6%
Value ($000) $949 Shares 11,775 Est. Cost $57.83 Unrealized +2.5%
AWK American Wtr Wrks Co 0.6%
Value ($000) $924 Shares 17,345 Est. Cost $41.57 Unrealized 0.0%
California Res Corp 0.6%
Value ($000) $916 Shares 137,190 Est. Cost $6.68 Unrealized
CHKP Check Point Software Tech 0.5%
Value ($000) $839 Shares 10,680 Est. Cost $65.82 Unrealized +12.9%
EWA IShares Inc 0.5%
Value ($000) $803 Shares 35,175 Est. Cost $22.58 Unrealized
T AT&T 0.5%
Value ($000) $799 Shares 23,795 Est. Cost $11.02 Unrealized +7.2%
Petsmart Inc. 0.5%
Value ($000) $787 Shares 9,675 Est. Cost $68.95 Unrealized
TIP IShares Inc 0.5%
Value ($000) $780 Shares 7,170 Est. Cost $112.00 Unrealized
CDK Global Inc 0.5%
Value ($000) $756 Shares 12,658 Est. Cost $59.73 Unrealized
VWO Vanguard Intl Equity Index 0.5%
Value ($000) $734 Shares 18,350 Est. Cost $40.00 Unrealized
Southwestern Energy 0.4%
Value ($000) $660 Shares 24,195 Est. Cost $27.28 Unrealized
Statoil ASA 0.4%
Value ($000) $639 Shares 36,300 Est. Cost $20.46 Unrealized
Encana Corp 0.4%
Value ($000) $589 Shares 42,455 Est. Cost $17.05 Unrealized
CVE Cenovus Energy Inc 0.4%
Value ($000) $581 Shares 28,185 Est. Cost $22.41 Unrealized -18.1%
CAJPY Canon Inc 0.3%
Value ($000) $516 Shares 28,920 Est. Cost $32.87 Unrealized
SO Southern Co. 0.3%
Value ($000) $467 Shares 9,500 Est. Cost $26.74 Unrealized +10.3%
BA Boeing Company 0.2%
Value ($000) $357 Shares 2,750 Est. Cost $80.37 Unrealized +37.7%
PFE Pfizer 0.2%
Value ($000) $310 Shares 9,964 Est. Cost $16.46 Unrealized +9.2%
ETFs Gold Tr 0.2%
Value ($000) $278 Shares 2,400 Est. Cost $118.33 Unrealized
GILD Gilead Sciences Inc 0.2%
Value ($000) $271 Shares 2,880 Est. Cost $48.38 Unrealized +48.5%
UNH UnitedHealth 0.2%
Value ($000) $251 Shares 2,480 Est. Cost $62.13 Unrealized +27.6%
AXP American Express 0.1%
Value ($000) $233 Shares 2,500 Est. Cost $69.27 Unrealized +10.3%