HARBOUR INVESTMENT MANAGEMENT LLC Diversified Active

Location: Edmonds, WA

CIK: 0001275880 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Jul 31, 2018

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

Holdings (62)

MSFT Microsoft 6.0%
Value $7.705M Shares 78,136 Est. Cost $27.04 Unrealized +232.0%
COST Costco Wholesale 3.8%
Value $4.892M Shares 23,410 Est. Cost $177.76 Unrealized 0.0%
IBB iShares Tr 3.7%
Value $4.671M Shares 42,535 Est. Cost $135.62 Unrealized
AMZN Amazon.com Inc 3.2%
Value $4.112M Shares 2,419 Est. Cost $26.44 Unrealized +200.2%
SBUX Starbucks Corp. 3.0%
Value $3.806M Shares 77,911 Est. Cost $32.42 Unrealized +48.3%
INTC Intel Corp. 2.6%
Value $3.268M Shares 65,750 Est. Cost $17.21 Unrealized +161.7%
SYK Stryker Corp. 2.5%
Value $3.246M Shares 19,221 Est. Cost $57.87 Unrealized +167.5%
AAPL Apple Inc. 2.5%
Value $3.189M Shares 17,230 Est. Cost $19.30 Unrealized +121.5%
ADP Automatic Data 2.3%
Value $2.952M Shares 22,010 Est. Cost $45.09 Unrealized +139.0%
PCAR Paccar Inc. 2.3%
Value $2.951M Shares 47,629 Est. Cost $22.19 Unrealized +43.9%
BRK/B Berkshire Hathaway B 2.3%
Value $2.896M Shares 15,515 Est. Cost $194.92 Unrealized 0.0%
DIS Walt Disney Co. 2.2%
Value $2.839M Shares 27,090 Est. Cost $56.60 Unrealized +71.7%
MMM 3M Company 2.1%
Value $2.68M Shares 13,624 Est. Cost $61.26 Unrealized +112.4%
NVO Novo Nordisk AD 2.1%
Value $2.655M Shares 57,560 Est. Cost $65.54 Unrealized
NSC Norfolk Southern 2.0%
Value $2.563M Shares 16,990 Est. Cost $59.01 Unrealized +112.3%
JNJ Johnson & Johnson 2.0%
Value $2.521M Shares 20,778 Est. Cost $59.66 Unrealized +68.8%
BDX Becton, Dickinson 1.9%
Value $2.49M Shares 10,395 Est. Cost $79.38 Unrealized +150.0%
SNA Snap-On Inc. 1.9%
Value $2.487M Shares 15,475 Est. Cost $89.66 Unrealized +38.7%
Walgreens Boots 1.9%
Value $2.439M Shares 40,635 Est. Cost $76.37 Unrealized
CSCO Cisco Systems 1.9%
Value $2.438M Shares 56,665 Est. Cost $34.74 Unrealized 0.0%
XLB Select Sector SPDR TR 1.8%
Value $2.295M Shares 39,515 Est. Cost $50.63 Unrealized
XOM Exxon Mobil 1.8%
Value $2.29M Shares 27,678 Est. Cost $58.02 Unrealized -3.2%
NEE NextEra Energy 1.8%
Value $2.287M Shares 13,695 Est. Cost $14.77 Unrealized +126.2%
SCHE Schwab Strategic Tr 1.8%
Value $2.281M Shares 88,097 Est. Cost $25.80 Unrealized
United Technologies 1.7%
Value $2.227M Shares 17,812 Est. Cost $94.19 Unrealized
ABT Abbott Labs 1.6%
Value $2.103M Shares 34,485 Est. Cost $29.82 Unrealized +78.2%
PEP PepsiCo Inc. 1.6%
Value $2.081M Shares 19,111 Est. Cost $56.00 Unrealized +45.9%
WM Waste Management 1.6%
Value $2.062M Shares 25,355 Est. Cost $31.28 Unrealized +132.4%
BlackRock, Inc. 1.6%
Value $2.014M Shares 4,035 Est. Cost $499.13 Unrealized
Harris Corp. 1.6%
Value $2.005M Shares 13,875 Est. Cost $54.16 Unrealized
KO Coca Cola 1.5%
Value $1.921M Shares 43,800 Est. Cost $27.87 Unrealized +22.1%
UPS United Parcel Svc 1.5%
Value $1.913M Shares 18,010 Est. Cost $55.38 Unrealized +51.2%
UNH UnitedHealth Gr 1.5%
Value $1.881M Shares 7,665 Est. Cost $92.79 Unrealized +128.6%
Powershares ETF Tr II 1.5%
Value $1.871M Shares 22,735 Est. Cost $63.50 Unrealized
WAFD Wash Federal Inc 1.5%
Value $1.859M Shares 56,839 Est. Cost $12.35 Unrealized +108.7%
SAP SAP AG 1.4%
Value $1.816M Shares 15,705 Est. Cost $72.88 Unrealized
KMB Kimberly-Clark 1.4%
Value $1.814M Shares 17,225 Est. Cost $63.37 Unrealized +25.3%
PSX Phillips 66 1.4%
Value $1.803M Shares 16,058 Est. Cost $40.44 Unrealized +105.6%
CHKP Check Point Software Tech 1.3%
Value $1.704M Shares 17,440 Est. Cost $75.51 Unrealized +31.2%
APD Air Products & Chem 1.3%
Value $1.68M Shares 10,790 Est. Cost $66.34 Unrealized +104.4%
DHR Danaher Inc. 1.3%
Value $1.605M Shares 16,260 Est. Cost $28.73 Unrealized +199.2%
BNDX Vanguard Charlotte FDS 1.2%
Value $1.579M Shares 28,860 Est. Cost $54.18 Unrealized
PG Procter & Gamble 1.2%
Value $1.551M Shares 19,863 Est. Cost $56.93 Unrealized +8.6%
MDYG SPDR Series Trust 1.2%
Value $1.497M Shares 27,720 Est. Cost $90.41 Unrealized
DE Deere & Co. 1.1%
Value $1.468M Shares 10,500 Est. Cost $69.71 Unrealized +88.4%
Royal Dutch Shell 1.1%
Value $1.415M Shares 20,440 Est. Cost $55.73 Unrealized
CVX Chevron Corp. 1.0%
Value $1.311M Shares 10,367 Est. Cost $67.15 Unrealized +32.7%
EWG iShares Inc 1.0%
Value $1.302M Shares 43,445 Est. Cost $25.38 Unrealized
COP ConocoPhillips 1.0%
Value $1.233M Shares 17,711 Est. Cost $40.58 Unrealized +27.7%
SLB Schlumberger Lt 0.9%
Value $1.176M Shares 17,550 Est. Cost $55.29 Unrealized -0.4%
CL Colgate-Palmolive 0.8%
Value $1.013M Shares 15,635 Est. Cost $45.80 Unrealized +19.2%
AWK American Water Wks Co 0.8%
Value $1.004M Shares 11,765 Est. Cost $41.60 Unrealized +72.1%
BA Boeing Company 0.8%
Value $967K Shares 2,882 Est. Cost $89.51 Unrealized +269.1%
T A T & T Inc. 0.6%
Value $766K Shares 23,860 Est. Cost $11.71 Unrealized +24.1%
Total SA 0.6%
Value $727K Shares 12,000 Est. Cost $60.58 Unrealized
ETFs Gold Tr 0.4%
Value $532K Shares 4,400 Est. Cost $123.12 Unrealized
VWO Vanguard Intl Equity Index 0.3%
Value $440K Shares 10,425 Est. Cost $37.25 Unrealized
TIP iShares Tr 0.3%
Value $438K Shares 3,880 Est. Cost $112.00 Unrealized
SCHM Schwab Strategic Tr 0.2%
Value $295K Shares 5,380 Est. Cost $56.07 Unrealized
XEL Xcel Energy Inc 0.2%
Value $281K Shares 6,147 Est. Cost $32.23 Unrealized +9.9%
ADBE Adobe Systems 0.2%
Value $268K Shares 1,100 Est. Cost $203.33 Unrealized +16.3%
AXP American Express Co 0.2%
Value $245K Shares 2,500 Est. Cost $70.29 Unrealized +26.0%