HARBOUR INVESTMENT MANAGEMENT LLC Diversified Active

CIK: 0001275880 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: May 14, 2015

Total Value ($000): $136,120 (100.0% shares, 0.0% debt)

Holdings (78)

SBUX Starbucks Corp 3.6%
Value ($000) $4,939 Shares 52,153 Est. Cost $24.37 Unrealized +48.2%
EWC IShares Inc 3.5%
Value ($000) $4,767 Shares 38,930 Est. Cost $26.14 Unrealized
COST Costco Wholesale 3.1%
Value ($000) $4,171 Shares 27,535 Est. Cost $86.66 Unrealized +39.5%
Walgreens Boots All 3.0%
Value ($000) $4,029 Shares 47,580 Est. Cost $76.29 Unrealized
MSFT Microsoft 2.9%
Value ($000) $3,933 Shares 96,748 Est. Cost $26.70 Unrealized +39.5%
DIS Walt Disney Co 2.8%
Value ($000) $3,791 Shares 36,140 Est. Cost $56.11 Unrealized +63.7%
NVO Novo-Nordisk A S 2.7%
Value ($000) $3,643 Shares 68,240 Est. Cost $67.96 Unrealized
PCAR Paccar 2.6%
Value ($000) $3,526 Shares 55,843 Est. Cost $21.88 Unrealized +28.9%
Berkshire Hathaway B 2.6%
Value ($000) $3,524 Shares 24,420 Est. Cost $111.91 Unrealized
JNJ Johnson & Johnson 2.1%
Value ($000) $2,917 Shares 28,993 Est. Cost $59.66 Unrealized +25.9%
MMM 3M CO 2.1%
Value ($000) $2,908 Shares 17,630 Est. Cost $61.26 Unrealized +58.1%
SNA Snap On Inc 2.0%
Value ($000) $2,763 Shares 18,785 Est. Cost $66.38 Unrealized +64.9%
ADP Automatic Data 1.9%
Value ($000) $2,585 Shares 30,185 Est. Cost $45.09 Unrealized +50.6%
INTC Intel Corp 1.9%
Value ($000) $2,565 Shares 82,040 Est. Cost $17.21 Unrealized +51.1%
PEP PepsiCo 1.8%
Value ($000) $2,401 Shares 25,115 Est. Cost $56.00 Unrealized +24.5%
Exxon Mobil 1.8%
Value ($000) $2,389 Shares 28,100 Est. Cost $97.66 Unrealized
United Technologies 1.7%
Value ($000) $2,362 Shares 20,150 Est. Cost $94.08 Unrealized
KMB Kimberly Clark 1.7%
Value ($000) $2,258 Shares 21,085 Est. Cost $63.06 Unrealized +21.0%
SYK Stryker Corp 1.6%
Value ($000) $2,236 Shares 24,235 Est. Cost $56.92 Unrealized +44.0%
KO Coca Cola 1.6%
Value ($000) $2,189 Shares 53,995 Est. Cost $27.85 Unrealized +6.3%
UPS United Parcel Svc 1.6%
Value ($000) $2,154 Shares 22,220 Est. Cost $55.38 Unrealized +25.3%
IBB IShares Tr 1.6%
Value ($000) $2,134 Shares 13,880 Est. Cost $175.15 Unrealized
ED Consolidated Edison 1.5%
Value ($000) $2,019 Shares 33,105 Est. Cost $37.50 Unrealized +16.6%
XLB Select Sector SPDR TR 1.5%
Value ($000) $2,008 Shares 41,170 Est. Cost $38.58 Unrealized
NSC Norfolk Southern Corp 1.5%
Value ($000) $1,982 Shares 19,255 Est. Cost $57.67 Unrealized +46.0%
PG Procter & Gamble 1.4%
Value ($000) $1,942 Shares 23,700 Est. Cost $55.00 Unrealized +15.6%
RBC RBC Bearings Inc 1.4%
Value ($000) $1,862 Shares 24,325 Est. Cost $49.39 Unrealized +27.1%
CSCO Cisco Systems 1.3%
Value ($000) $1,791 Shares 65,057 Est. Cost $15.24 Unrealized +31.9%
AAPL Apple Inc 1.3%
Value ($000) $1,783 Shares 14,332 Est. Cost $17.92 Unrealized +49.8%
BDX Becton, Dickinson 1.3%
Value ($000) $1,730 Shares 12,050 Est. Cost $78.11 Unrealized +51.8%
Blackrock Inc 1.3%
Value ($000) $1,714 Shares 4,685 Est. Cost $260.05 Unrealized
APD Air Products & Chem 1.2%
Value ($000) $1,692 Shares 11,185 Est. Cost $61.55 Unrealized +71.9%
PSX Phillips 66 1.2%
Value ($000) $1,651 Shares 21,010 Est. Cost $40.44 Unrealized +21.8%
WFC Wells Fargo & Co 1.2%
Value ($000) $1,649 Shares 30,310 Est. Cost $28.22 Unrealized +41.2%
NEE NextEra Energy 1.2%
Value ($000) $1,636 Shares 15,725 Est. Cost $14.20 Unrealized +39.9%
Medtronic Inc 1.2%
Value ($000) $1,612 Shares 20,664 Est. Cost $51.48 Unrealized
SLB Schlumberger Ltd 1.2%
Value ($000) $1,605 Shares 19,230 Est. Cost $53.54 Unrealized +14.6%
WM Waste Mgmt Inc 1.2%
Value ($000) $1,595 Shares 29,415 Est. Cost $30.80 Unrealized +39.5%
EMR Emerson Electric 1.2%
Value ($000) $1,595 Shares 28,170 Est. Cost $40.10 Unrealized +8.2%
ABT Abbott Laboratories 1.2%
Value ($000) $1,582 Shares 34,145 Est. Cost $28.71 Unrealized +30.3%
EMC Corp 1.2%
Value ($000) $1,573 Shares 61,530 Est. Cost $23.65 Unrealized
IShares Inc 1.2%
Value ($000) $1,572 Shares 108,560 Est. Cost $11.22 Unrealized
GlaxoSmithKline PLC 1.1%
Value ($000) $1,563 Shares 33,865 Est. Cost $49.73 Unrealized
WAFD Wash Federal 1.1%
Value ($000) $1,551 Shares 71,115 Est. Cost $12.35 Unrealized +24.3%
General Electric 1.1%
Value ($000) $1,451 Shares 58,485 Est. Cost $23.19 Unrealized
Royal Dutch She 1.1%
Value ($000) $1,440 Shares 24,140 Est. Cost $63.79 Unrealized
EWL IShares Inc 1.0%
Value ($000) $1,360 Shares 64,270 Est. Cost $28.65 Unrealized
COP ConocoPhillips 1.0%
Value ($000) $1,354 Shares 21,755 Est. Cost $40.70 Unrealized +12.0%
CDK Global Inc 1.0%
Value ($000) $1,309 Shares 9,943 Est. Cost $59.73 Unrealized
SAP SAP AG 0.9%
Value ($000) $1,197 Shares 16,585 Est. Cost $72.81 Unrealized
Plum Creek Timber 0.9%
Value ($000) $1,188 Shares 27,349 Est. Cost $46.67 Unrealized
QCOM Qualcomm 0.9%
Value ($000) $1,188 Shares 17,140 Est. Cost $47.74 Unrealized +8.2%
CVX Chevron Corp 0.8%
Value ($000) $1,137 Shares 10,827 Est. Cost $71.16 Unrealized -6.0%
EXPD Expeditors Intl Wash 0.8%
Value ($000) $1,125 Shares 23,360 Est. Cost $32.06 Unrealized +24.7%
Harris Corp 0.8%
Value ($000) $1,117 Shares 14,180 Est. Cost $49.27 Unrealized
DHR Danaher Inc 0.8%
Value ($000) $1,094 Shares 12,890 Est. Cost $25.20 Unrealized +38.3%
CL Colgate-Palmolive 0.8%
Value ($000) $1,079 Shares 15,565 Est. Cost $44.39 Unrealized +20.9%
EWG IShares Inc 0.8%
Value ($000) $1,058 Shares 52,670 Est. Cost $25.38 Unrealized
DE Deere & Co 0.8%
Value ($000) $1,049 Shares 11,965 Est. Cost $68.30 Unrealized +6.9%
Total S A 0.8%
Value ($000) $1,037 Shares 20,890 Est. Cost $49.30 Unrealized
ABBNY ABB Ltd 0.7%
Value ($000) $937 Shares 44,250 Est. Cost $21.65 Unrealized
AWK American Wtr Wrks Co 0.7%
Value ($000) $886 Shares 16,345 Est. Cost $41.57 Unrealized +5.6%
OXY Occidental Pete 0.6%
Value ($000) $860 Shares 11,775 Est. Cost $57.83 Unrealized -3.6%
TIP IShares Inc 0.6%
Value ($000) $843 Shares 6,170 Est. Cost $112.00 Unrealized
CHKP Check Point Software Tech 0.6%
Value ($000) $834 Shares 10,180 Est. Cost $65.82 Unrealized +22.7%
California Res Corp 0.6%
Value ($000) $755 Shares 172,010 Est. Cost $6.21 Unrealized
T AT&T 0.6%
Value ($000) $752 Shares 23,045 Est. Cost $11.02 Unrealized +7.0%
VWO Vanguard Intl Equity Index 0.6%
Value ($000) $750 Shares 18,350 Est. Cost $40.00 Unrealized
EWA IShares Inc 0.5%
Value ($000) $701 Shares 36,875 Est. Cost $22.41 Unrealized
Statoil ASA 0.5%
Value ($000) $616 Shares 35,000 Est. Cost $20.46 Unrealized
Southwestern Energy 0.4%
Value ($000) $577 Shares 24,895 Est. Cost $27.16 Unrealized
CAJPY Canon Inc 0.3%
Value ($000) $465 Shares 21,345 Est. Cost $32.87 Unrealized
Encana Corp 0.3%
Value ($000) $464 Shares 41,630 Est. Cost $17.05 Unrealized
BA Boeing Company 0.3%
Value ($000) $405 Shares 2,700 Est. Cost $80.37 Unrealized +59.0%
PFE Pfizer 0.3%
Value ($000) $347 Shares 9,964 Est. Cost $16.46 Unrealized +22.1%
UNH UnitedHealth 0.2%
Value ($000) $293 Shares 2,480 Est. Cost $62.13 Unrealized +50.0%
GILD Gilead Sciences Inc 0.2%
Value ($000) $283 Shares 2,880 Est. Cost $48.38 Unrealized +45.8%
ETFs Gold Tr 0.2%
Value ($000) $278 Shares 2,400 Est. Cost $118.33 Unrealized