HARBOUR INVESTMENT MANAGEMENT LLC Diversified Active

CIK: 0001275880 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 9, 2016

Total Value ($000): $130,144 (100.0% shares, 0.0% debt)

Holdings (70)

SBUX Starbucks Corp 4.4%
Value ($000) $5,768 Shares 96,609 Est. Cost $32.42 Unrealized +46.2%
MSFT Microsoft 4.1%
Value ($000) $5,286 Shares 95,709 Est. Cost $27.04 Unrealized +70.4%
COST Costco Wholesale 3.2%
Value ($000) $4,218 Shares 26,765 Est. Cost $86.66 Unrealized +47.4%
Walgreens Boots All 2.9%
Value ($000) $3,830 Shares 45,465 Est. Cost $76.29 Unrealized
IBB IShares Tr 2.8%
Value ($000) $3,600 Shares 13,805 Est. Cost $176.29 Unrealized
DIS Walt Disney Co 2.7%
Value ($000) $3,515 Shares 35,395 Est. Cost $56.60 Unrealized +57.2%
Berkshire Hathaway B 2.7%
Value ($000) $3,509 Shares 24,735 Est. Cost $112.59 Unrealized
NVO Novo-Nordisk A S 2.7%
Value ($000) $3,482 Shares 64,255 Est. Cost $67.96 Unrealized
PCAR Paccar 2.4%
Value ($000) $3,150 Shares 57,603 Est. Cost $22.19 Unrealized +4.9%
JNJ Johnson & Johnson 2.3%
Value ($000) $2,936 Shares 27,138 Est. Cost $59.66 Unrealized +32.0%
SNA Snap On Inc 2.2%
Value ($000) $2,865 Shares 18,250 Est. Cost $66.38 Unrealized +82.2%
MMM 3M CO 2.2%
Value ($000) $2,864 Shares 17,185 Est. Cost $61.26 Unrealized +51.4%
KMB Kimberly Clark 2.1%
Value ($000) $2,709 Shares 20,140 Est. Cost $63.06 Unrealized +47.1%
ADP Automatic Data 2.0%
Value ($000) $2,603 Shares 29,015 Est. Cost $45.09 Unrealized +50.1%
INTC Intel Corp 2.0%
Value ($000) $2,559 Shares 79,095 Est. Cost $17.21 Unrealized +41.7%
ED Consolidated Edison 1.9%
Value ($000) $2,461 Shares 32,120 Est. Cost $37.50 Unrealized +32.8%
SYK Stryker Corp 1.9%
Value ($000) $2,452 Shares 22,850 Est. Cost $56.92 Unrealized +54.9%
KO Coca Cola 1.9%
Value ($000) $2,422 Shares 52,215 Est. Cost $27.87 Unrealized +14.3%
PEP PepsiCo 1.9%
Value ($000) $2,413 Shares 23,546 Est. Cost $56.00 Unrealized +30.8%
Exxon Mobil 1.8%
Value ($000) $2,375 Shares 28,418 Est. Cost $97.66 Unrealized
UPS United Parcel Svc 1.8%
Value ($000) $2,295 Shares 21,760 Est. Cost $55.38 Unrealized +22.2%
AAPL Apple Inc 1.6%
Value ($000) $2,032 Shares 18,647 Est. Cost $19.10 Unrealized +18.0%
United Technologies 1.5%
Value ($000) $2,003 Shares 20,012 Est. Cost $93.87 Unrealized
XLB Select Sector SPDR TR 1.5%
Value ($000) $1,927 Shares 43,005 Est. Cost $38.91 Unrealized
PG Procter & Gamble 1.5%
Value ($000) $1,916 Shares 23,279 Est. Cost $55.00 Unrealized +12.1%
EWL IShares Inc 1.4%
Value ($000) $1,849 Shares 62,190 Est. Cost $28.65 Unrealized
BDX Becton, Dickinson 1.4%
Value ($000) $1,823 Shares 12,005 Est. Cost $79.38 Unrealized +54.0%
NEE NextEra Energy 1.4%
Value ($000) $1,808 Shares 15,275 Est. Cost $14.26 Unrealized +52.9%
PSX Phillips 66 1.4%
Value ($000) $1,797 Shares 20,754 Est. Cost $40.44 Unrealized +38.6%
CSCO Cisco Systems 1.4%
Value ($000) $1,790 Shares 62,880 Est. Cost $15.24 Unrealized +24.3%
RBC RBC Bearings Inc 1.3%
Value ($000) $1,730 Shares 23,615 Est. Cost $49.71 Unrealized +27.5%
General Electric 1.3%
Value ($000) $1,728 Shares 54,351 Est. Cost $23.19 Unrealized
WFC Wells Fargo & Co 1.3%
Value ($000) $1,705 Shares 35,255 Est. Cost $29.68 Unrealized +25.0%
EMC Corp 1.3%
Value ($000) $1,701 Shares 63,810 Est. Cost $23.73 Unrealized
WM Waste Mgmt Inc 1.3%
Value ($000) $1,699 Shares 28,790 Est. Cost $30.80 Unrealized +49.2%
Blackrock Inc 1.3%
Value ($000) $1,643 Shares 4,825 Est. Cost $262.71 Unrealized
DHR Danaher Inc 1.2%
Value ($000) $1,613 Shares 17,000 Est. Cost $27.60 Unrealized +32.1%
AMZN Amazon 1.2%
Value ($000) $1,585 Shares 2,670 Est. Cost $26.44 Unrealized +7.4%
APD Air Products & Chem 1.2%
Value ($000) $1,574 Shares 10,925 Est. Cost $62.08 Unrealized +52.6%
NSC Norfolk Southern Corp 1.2%
Value ($000) $1,568 Shares 18,830 Est. Cost $57.75 Unrealized +6.6%
MDYG SPDR Series Trust 1.2%
Value ($000) $1,567 Shares 13,220 Est. Cost $117.15 Unrealized
WAFD Wash Federal 1.2%
Value ($000) $1,530 Shares 67,543 Est. Cost $12.35 Unrealized +30.7%
SAP SAP AG 1.1%
Value ($000) $1,485 Shares 18,470 Est. Cost $73.59 Unrealized
ABT Abbott Laboratories 1.1%
Value ($000) $1,450 Shares 34,660 Est. Cost $29.05 Unrealized +13.6%
SLB Schlumberger Ltd 1.1%
Value ($000) $1,376 Shares 18,655 Est. Cost $53.54 Unrealized -0.8%
CVX Chevron Corp 1.0%
Value ($000) $1,339 Shares 14,037 Est. Cost $66.90 Unrealized -14.2%
EWG IShares Inc 1.0%
Value ($000) $1,317 Shares 51,195 Est. Cost $25.38 Unrealized
Harris Corp 1.0%
Value ($000) $1,312 Shares 16,855 Est. Cost $54.16 Unrealized
CL Colgate-Palmolive 0.9%
Value ($000) $1,236 Shares 17,490 Est. Cost $45.46 Unrealized +16.3%
IShares Inc 0.9%
Value ($000) $1,194 Shares 104,660 Est. Cost $11.22 Unrealized
AWK American Wtr Wrks Co 0.8%
Value ($000) $1,104 Shares 16,015 Est. Cost $41.60 Unrealized +29.4%
EXPD Expeditors Intl Wash 0.8%
Value ($000) $1,074 Shares 22,010 Est. Cost $32.06 Unrealized +26.0%
Royal Dutch She 0.8%
Value ($000) $1,041 Shares 21,490 Est. Cost $63.79 Unrealized
UNH UnitedHealth Group Inc 0.8%
Value ($000) $1,022 Shares 7,925 Est. Cost $89.25 Unrealized +13.0%
Powershares ETF Tr II 0.8%
Value ($000) $987 Shares 17,925 Est. Cost $50.08 Unrealized
VWO Vanguard Intl Equity Index 0.8%
Value ($000) $986 Shares 28,525 Est. Cost $37.51 Unrealized
QCOM Qualcomm 0.8%
Value ($000) $978 Shares 19,130 Est. Cost $46.68 Unrealized -20.9%
T AT&T 0.7%
Value ($000) $888 Shares 22,670 Est. Cost $11.04 Unrealized +25.3%
ABBNY ABB Ltd 0.7%
Value ($000) $887 Shares 45,650 Est. Cost $21.58 Unrealized
EWC IShares Inc 0.7%
Value ($000) $885 Shares 37,340 Est. Cost $26.16 Unrealized
CHKP Check Point Software Tech 0.7%
Value ($000) $883 Shares 10,100 Est. Cost $66.38 Unrealized +21.1%
DE Deere & Co 0.7%
Value ($000) $873 Shares 11,340 Est. Cost $68.30 Unrealized -2.9%
COP ConocoPhillips 0.7%
Value ($000) $853 Shares 21,176 Est. Cost $40.70 Unrealized -31.0%
Total S A 0.6%
Value ($000) $839 Shares 18,475 Est. Cost $49.30 Unrealized
TIP IShares Inc 0.5%
Value ($000) $648 Shares 5,650 Est. Cost $112.00 Unrealized
Statoil ASA 0.3%
Value ($000) $444 Shares 28,505 Est. Cost $20.46 Unrealized
BA Boeing Company 0.2%
Value ($000) $317 Shares 2,501 Est. Cost $80.76 Unrealized +38.5%
ETFs Gold Tr 0.2%
Value ($000) $288 Shares 2,400 Est. Cost $118.33 Unrealized
PFE Pfizer 0.2%
Value ($000) $287 Shares 9,675 Est. Cost $16.46 Unrealized +13.5%
GILD Gilead Sciences Inc 0.2%
Value ($000) $251 Shares 2,730 Est. Cost $48.38 Unrealized +31.2%