HARBOUR INVESTMENT MANAGEMENT LLC Diversified Active

CIK: 0001275880 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 3, 2019

Total Value ($000): $135,398 (100.0% shares, 0.0% debt)

Holdings (66)

MSFT Microsoft 6.6%
Value ($000) $8,983 Shares 76,163 Est. Cost $27.04 Unrealized +278.3%
COST Costco Wholesale 4.3%
Value ($000) $5,768 Shares 23,821 Est. Cost $178.33 Unrealized +11.2%
SBUX Starbucks Corp. 3.9%
Value ($000) $5,236 Shares 70,436 Est. Cost $32.42 Unrealized +82.8%
IBB iShares Tr 3.4%
Value ($000) $4,547 Shares 40,670 Est. Cost $135.62 Unrealized
AMZN Amazon.com Inc 3.2%
Value ($000) $4,388 Shares 2,464 Est. Cost $29.43 Unrealized +182.8%
SYK Stryker Corp. 2.7%
Value ($000) $3,663 Shares 18,544 Est. Cost $57.87 Unrealized +188.8%
INTC Intel Corp. 2.5%
Value ($000) $3,414 Shares 63,575 Est. Cost $17.21 Unrealized +154.6%
ADP Automatic Data 2.5%
Value ($000) $3,414 Shares 21,374 Est. Cost $46.25 Unrealized +171.2%
AAPL Apple Inc. 2.4%
Value ($000) $3,268 Shares 17,207 Est. Cost $19.84 Unrealized +103.8%
NSC Norfolk Southern 2.2%
Value ($000) $3,033 Shares 16,230 Est. Cost $59.01 Unrealized +155.0%
BRK/B Berkshire Hathaway B 2.2%
Value ($000) $3,013 Shares 14,998 Est. Cost $194.92 Unrealized +3.6%
PCAR Paccar Inc. 2.2%
Value ($000) $3,010 Shares 44,176 Est. Cost $22.19 Unrealized +52.1%
DIS Walt Disney Co. 2.2%
Value ($000) $2,932 Shares 26,408 Est. Cost $56.60 Unrealized +90.6%
CSCO Cisco Systems 2.2%
Value ($000) $2,931 Shares 54,295 Est. Cost $34.74 Unrealized +13.7%
NVO Novo Nordisk AD 2.1%
Value ($000) $2,888 Shares 55,210 Est. Cost $65.54 Unrealized
MMM 3M Company 2.0%
Value ($000) $2,749 Shares 13,231 Est. Cost $61.26 Unrealized +113.9%
SCHE Schwab Strategic Tr 2.0%
Value ($000) $2,667 Shares 102,547 Est. Cost $25.58 Unrealized
NEE NextEra Energy 1.9%
Value ($000) $2,602 Shares 13,460 Est. Cost $15.08 Unrealized +156.0%
ABT Abbott Labs 1.9%
Value ($000) $2,596 Shares 32,470 Est. Cost $29.82 Unrealized +121.6%
JNJ Johnson & Johnson 1.9%
Value ($000) $2,560 Shares 18,313 Est. Cost $59.66 Unrealized +85.0%
WM Waste Management 1.9%
Value ($000) $2,507 Shares 24,130 Est. Cost $31.28 Unrealized +178.2%
Walgreens Boots 1.8%
Value ($000) $2,495 Shares 39,430 Est. Cost $76.37 Unrealized
BDX Becton, Dickinson 1.8%
Value ($000) $2,460 Shares 9,850 Est. Cost $79.38 Unrealized +168.0%
SNA Snap-On Inc. 1.7%
Value ($000) $2,281 Shares 14,575 Est. Cost $89.66 Unrealized +47.9%
United Technologies 1.6%
Value ($000) $2,233 Shares 17,324 Est. Cost $94.32 Unrealized
PEP PepsiCo Inc. 1.6%
Value ($000) $2,210 Shares 18,033 Est. Cost $56.00 Unrealized +65.1%
Harris Corp. 1.6%
Value ($000) $2,183 Shares 13,670 Est. Cost $56.91 Unrealized
CHKP Check Point Software Tech 1.5%
Value ($000) $2,079 Shares 16,440 Est. Cost $75.51 Unrealized +53.9%
XOM Exxon Mobil 1.5%
Value ($000) $2,077 Shares 25,702 Est. Cost $58.02 Unrealized -4.5%
DHR Danaher Inc. 1.5%
Value ($000) $2,048 Shares 15,510 Est. Cost $28.73 Unrealized +245.9%
KMB Kimberly-Clark 1.5%
Value ($000) $2,028 Shares 16,372 Est. Cost $63.37 Unrealized +44.1%
APD Air Products & Chem 1.5%
Value ($000) $1,989 Shares 10,418 Est. Cost $66.34 Unrealized +119.5%
PG Procter & Gamble 1.5%
Value ($000) $1,980 Shares 19,026 Est. Cost $56.93 Unrealized +44.2%
XLB Select Sector SPDR TR 1.5%
Value ($000) $1,972 Shares 35,525 Est. Cost $50.63 Unrealized
KO Coca Cola 1.5%
Value ($000) $1,967 Shares 41,980 Est. Cost $27.87 Unrealized +35.6%
UNH UnitedHealth Gr 1.4%
Value ($000) $1,932 Shares 7,813 Est. Cost $95.98 Unrealized +137.2%
UPS United Parcel Svc 1.4%
Value ($000) $1,916 Shares 17,144 Est. Cost $55.38 Unrealized +46.2%
Invesco ETF SmCapIT 1.3%
Value ($000) $1,742 Shares 21,715 Est. Cost $63.50 Unrealized
SAP SAP AG 1.3%
Value ($000) $1,730 Shares 14,980 Est. Cost $72.88 Unrealized
CCB Coastal Financial Corp 1.3%
Value ($000) $1,714 Shares 100,866 Est. Cost $15.42 Unrealized +2.4%
BlackRock, Inc. 1.2%
Value ($000) $1,633 Shares 3,820 Est. Cost $499.13 Unrealized
WAFD Wash Federal Inc 1.2%
Value ($000) $1,571 Shares 54,369 Est. Cost $12.35 Unrealized +90.2%
BNDX Vanguard Charlotte FDS 1.1%
Value ($000) $1,482 Shares 26,578 Est. Cost $54.18 Unrealized
PSX Phillips 66 1.1%
Value ($000) $1,462 Shares 15,359 Est. Cost $40.44 Unrealized +77.9%
COP ConocoPhillips 1.0%
Value ($000) $1,345 Shares 20,157 Est. Cost $42.40 Unrealized +24.9%
Royal Dutch Shell 0.9%
Value ($000) $1,266 Shares 20,233 Est. Cost $55.81 Unrealized
EWG iShares Inc 0.9%
Value ($000) $1,252 Shares 46,495 Est. Cost $25.85 Unrealized
CVX Chevron Corp. 0.9%
Value ($000) $1,210 Shares 9,819 Est. Cost $67.15 Unrealized +30.2%
AWK American Water Wks Co 0.8%
Value ($000) $1,084 Shares 10,400 Est. Cost $41.60 Unrealized +107.4%
CL Colgate-Palmolive 0.7%
Value ($000) $1,006 Shares 14,680 Est. Cost $45.80 Unrealized +20.1%
BA Boeing Company 0.6%
Value ($000) $767 Shares 2,010 Est. Cost $99.72 Unrealized +276.3%
T A T & T Inc. 0.5%
Value ($000) $677 Shares 21,585 Est. Cost $11.74 Unrealized +20.7%
GOOG Alphabet Inc 0.5%
Value ($000) $673 Shares 574 Est. Cost $54.24 Unrealized +2.7%
SLB Schlumberger Lt 0.5%
Value ($000) $661 Shares 15,165 Est. Cost $53.31 Unrealized -33.0%
Total SA 0.5%
Value ($000) $631 Shares 11,347 Est. Cost $60.58 Unrealized
ETFs Gold Tr 0.4%
Value ($000) $548 Shares 4,402 Est. Cost $123.12 Unrealized
XEL Xcel Energy Inc 0.3%
Value ($000) $370 Shares 6,582 Est. Cost $32.76 Unrealized +31.6%
SCHF Schwab Strategic Tr 0.2%
Value ($000) $336 Shares 10,746 Est. Cost $31.27 Unrealized
V Visa Inc 0.2%
Value ($000) $334 Shares 2,139 Est. Cost $132.24 Unrealized +3.9%
ADBE Adobe Systems 0.2%
Value ($000) $311 Shares 1,166 Est. Cost $206.09 Unrealized +22.3%
1/100 Berkshire Hathaway 0.2%
Value ($000) $301 Shares 100 Est. Cost $3010.00 Unrealized
RSPF Invesco ETF Financials 0.2%
Value ($000) $282 Shares 7,000 Est. Cost $36.34 Unrealized
AXP American Express Co 0.2%
Value ($000) $273 Shares 2,500 Est. Cost $70.29 Unrealized +36.3%
GLD SPDR Gold Trust 0.2%
Value ($000) $255 Shares 2,092 Est. Cost $121.89 Unrealized
TMO Thermo Fisher 0.2%
Value ($000) $246 Shares 900 Est. Cost $225.62 Unrealized +8.3%
UNP Union Pacific 0.2%
Value ($000) $217 Shares 1,297 Est. Cost $138.09 Unrealized 0.0%