HARBOUR INVESTMENT MANAGEMENT LLC Diversified Active

CIK: 0001275880 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Feb 12, 2016

Total Value ($000): $128,404 (100.0% shares, 0.0% debt)

Holdings (72)

SBUX Starbucks Corp 4.6%
Value ($000) $5,883 Shares 98,006 Est. Cost $32.42 Unrealized +52.4%
MSFT Microsoft 4.1%
Value ($000) $5,235 Shares 94,059 Est. Cost $26.70 Unrealized +72.0%
IBB IShares Tr 3.6%
Value ($000) $4,608 Shares 13,620 Est. Cost $175.15 Unrealized
COST Costco Wholesale 3.4%
Value ($000) $4,370 Shares 27,060 Est. Cost $86.66 Unrealized +53.3%
Walgreens Boots All 3.1%
Value ($000) $3,984 Shares 46,780 Est. Cost $76.29 Unrealized
DIS Walt Disney Co 2.9%
Value ($000) $3,772 Shares 35,895 Est. Cost $56.60 Unrealized +80.6%
NVO Novo-Nordisk A S 2.9%
Value ($000) $3,709 Shares 63,855 Est. Cost $67.96 Unrealized
Berkshire Hathaway B 2.5%
Value ($000) $3,192 Shares 24,175 Est. Cost $111.91 Unrealized
SNA Snap On Inc 2.5%
Value ($000) $3,177 Shares 18,535 Est. Cost $66.38 Unrealized +97.2%
JNJ Johnson & Johnson 2.3%
Value ($000) $2,911 Shares 28,343 Est. Cost $59.66 Unrealized +27.3%
PCAR Paccar 2.1%
Value ($000) $2,760 Shares 58,238 Est. Cost $22.19 Unrealized +3.6%
INTC Intel Corp 2.1%
Value ($000) $2,758 Shares 80,065 Est. Cost $17.21 Unrealized +54.8%
MMM 3M CO 2.1%
Value ($000) $2,641 Shares 17,535 Est. Cost $61.26 Unrealized +50.3%
KMB Kimberly Clark 2.0%
Value ($000) $2,622 Shares 20,595 Est. Cost $63.06 Unrealized +34.8%
ADP Automatic Data 1.9%
Value ($000) $2,488 Shares 29,365 Est. Cost $45.09 Unrealized +53.3%
PEP PepsiCo 1.8%
Value ($000) $2,370 Shares 23,715 Est. Cost $56.00 Unrealized +31.2%
KO Coca Cola 1.8%
Value ($000) $2,286 Shares 53,205 Est. Cost $27.87 Unrealized +10.7%
SYK Stryker Corp 1.7%
Value ($000) $2,239 Shares 24,090 Est. Cost $56.92 Unrealized +49.7%
Exxon Mobil 1.7%
Value ($000) $2,218 Shares 28,455 Est. Cost $97.66 Unrealized
UPS United Parcel Svc 1.6%
Value ($000) $2,113 Shares 21,960 Est. Cost $55.38 Unrealized +27.5%
ED Consolidated Edison 1.6%
Value ($000) $2,095 Shares 32,600 Est. Cost $37.50 Unrealized +18.9%
United Technologies 1.5%
Value ($000) $1,959 Shares 20,395 Est. Cost $93.87 Unrealized
EWL IShares Inc 1.5%
Value ($000) $1,952 Shares 62,880 Est. Cost $28.65 Unrealized
XLB Select Sector SPDR TR 1.5%
Value ($000) $1,894 Shares 43,630 Est. Cost $38.91 Unrealized
PG Procter & Gamble 1.5%
Value ($000) $1,863 Shares 23,465 Est. Cost $55.00 Unrealized +5.3%
BDX Becton, Dickinson 1.4%
Value ($000) $1,860 Shares 12,070 Est. Cost $79.38 Unrealized +55.5%
CSCO Cisco Systems 1.4%
Value ($000) $1,740 Shares 64,072 Est. Cost $15.24 Unrealized +32.3%
General Electric 1.3%
Value ($000) $1,724 Shares 55,335 Est. Cost $23.19 Unrealized
PSX Phillips 66 1.3%
Value ($000) $1,688 Shares 20,639 Est. Cost $40.44 Unrealized +46.1%
Blackrock Inc 1.3%
Value ($000) $1,677 Shares 4,925 Est. Cost $262.71 Unrealized
EMC Corp 1.3%
Value ($000) $1,656 Shares 64,470 Est. Cost $23.73 Unrealized
WAFD Wash Federal 1.3%
Value ($000) $1,641 Shares 68,843 Est. Cost $12.35 Unrealized +47.6%
NSC Norfolk Southern Corp 1.3%
Value ($000) $1,618 Shares 19,130 Est. Cost $57.75 Unrealized +19.7%
NEE NextEra Energy 1.3%
Value ($000) $1,613 Shares 15,525 Est. Cost $14.26 Unrealized +36.7%
WFC Wells Fargo & Co 1.2%
Value ($000) $1,603 Shares 29,485 Est. Cost $28.22 Unrealized +44.7%
ABT Abbott Laboratories 1.2%
Value ($000) $1,581 Shares 35,210 Est. Cost $29.05 Unrealized +25.8%
AAPL Apple Inc 1.2%
Value ($000) $1,567 Shares 14,889 Est. Cost $18.23 Unrealized +41.1%
DHR Danaher Inc 1.2%
Value ($000) $1,563 Shares 16,825 Est. Cost $27.51 Unrealized +39.0%
WM Waste Mgmt Inc 1.2%
Value ($000) $1,557 Shares 29,165 Est. Cost $30.80 Unrealized +42.5%
RBC RBC Bearings Inc 1.2%
Value ($000) $1,490 Shares 23,065 Est. Cost $49.39 Unrealized +35.2%
SAP SAP AG 1.2%
Value ($000) $1,483 Shares 18,745 Est. Cost $73.59 Unrealized
APD Air Products & Chem 1.1%
Value ($000) $1,444 Shares 11,100 Est. Cost $62.08 Unrealized +57.8%
EWG IShares Inc 1.1%
Value ($000) $1,374 Shares 52,445 Est. Cost $25.38 Unrealized
SLB Schlumberger Ltd 1.0%
Value ($000) $1,313 Shares 18,830 Est. Cost $53.54 Unrealized +4.8%
IShares Inc 1.0%
Value ($000) $1,290 Shares 106,460 Est. Cost $11.22 Unrealized
CVX Chevron Corp 1.0%
Value ($000) $1,282 Shares 14,250 Est. Cost $66.90 Unrealized -12.7%
Harris Corp 1.0%
Value ($000) $1,280 Shares 14,725 Est. Cost $50.74 Unrealized
CL Colgate-Palmolive 0.9%
Value ($000) $1,181 Shares 17,725 Est. Cost $45.46 Unrealized +15.6%
AMZN Amazon 0.9%
Value ($000) $1,132 Shares 1,675 Est. Cost $25.28 Unrealized +24.7%
Royal Dutch She 0.8%
Value ($000) $1,014 Shares 22,140 Est. Cost $63.79 Unrealized
EXPD Expeditors Intl Wash 0.8%
Value ($000) $1,008 Shares 22,360 Est. Cost $32.06 Unrealized +32.7%
COP ConocoPhillips 0.8%
Value ($000) $993 Shares 21,263 Est. Cost $40.70 Unrealized -5.7%
AWK American Wtr Wrks Co 0.8%
Value ($000) $984 Shares 16,465 Est. Cost $41.60 Unrealized +14.0%
QCOM Qualcomm 0.8%
Value ($000) $983 Shares 19,660 Est. Cost $46.68 Unrealized -14.3%
MDYG SPDR Series Trust 0.7%
Value ($000) $963 Shares 8,180 Est. Cost $116.29 Unrealized
VWO Vanguard Intl Equity Index 0.7%
Value ($000) $953 Shares 29,125 Est. Cost $37.51 Unrealized
UNH UnitedHealth Group Inc 0.7%
Value ($000) $939 Shares 7,985 Est. Cost $89.25 Unrealized +11.2%
DE Deere & Co 0.7%
Value ($000) $884 Shares 11,590 Est. Cost $68.30 Unrealized -4.8%
Total S A 0.7%
Value ($000) $871 Shares 19,375 Est. Cost $49.30 Unrealized
CHKP Check Point Software Tech 0.7%
Value ($000) $838 Shares 10,300 Est. Cost $66.38 Unrealized +24.9%
ABBNY ABB Ltd 0.6%
Value ($000) $830 Shares 46,800 Est. Cost $21.58 Unrealized
EWC IShares Inc 0.6%
Value ($000) $822 Shares 38,240 Est. Cost $26.16 Unrealized
T AT&T 0.6%
Value ($000) $792 Shares 23,020 Est. Cost $11.04 Unrealized +12.6%
OXY Occidental Pete 0.6%
Value ($000) $769 Shares 11,375 Est. Cost $57.83 Unrealized -7.6%
Powershares ETF Tr II 0.6%
Value ($000) $715 Shares 13,670 Est. Cost $48.53 Unrealized
TIP IShares Inc 0.5%
Value ($000) $642 Shares 5,850 Est. Cost $112.00 Unrealized
Statoil ASA 0.3%
Value ($000) $409 Shares 29,305 Est. Cost $20.46 Unrealized
BA Boeing Company 0.3%
Value ($000) $357 Shares 2,470 Est. Cost $80.37 Unrealized +60.3%
California Res Corp 0.3%
Value ($000) $331 Shares 142,260 Est. Cost $6.21 Unrealized
PFE Pfizer 0.3%
Value ($000) $322 Shares 9,964 Est. Cost $16.46 Unrealized +23.8%
GILD Gilead Sciences Inc 0.2%
Value ($000) $281 Shares 2,780 Est. Cost $48.38 Unrealized +50.7%
ETFs Gold Tr 0.2%
Value ($000) $248 Shares 2,400 Est. Cost $118.33 Unrealized