HARBOUR INVESTMENT MANAGEMENT LLC Diversified Active

Location: Edmonds, WA

CIK: 0001275880 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jul 26, 2019

Total Value: $142M (100.0% shares, 0.0% debt)

Holdings (69)

MSFT Microsoft 7.2%
Value $10.14M Shares 75,705 Est. Cost $27.04 Unrealized +342.1%
COST Costco Wholesale 4.4%
Value $6.274M Shares 23,741 Est. Cost $178.33 Unrealized +27.1%
SBUX Starbucks Corp. 4.1%
Value $5.795M Shares 69,131 Est. Cost $32.42 Unrealized +109.5%
AMZN Amazon.com Inc 3.3%
Value $4.641M Shares 2,451 Est. Cost $29.43 Unrealized +216.5%
IBB iShares Tr 3.1%
Value $4.421M Shares 40,520 Est. Cost $135.62 Unrealized
SYK Stryker Corp. 2.7%
Value $3.784M Shares 18,407 Est. Cost $57.87 Unrealized +207.3%
DIS Walt Disney Co. 2.6%
Value $3.642M Shares 26,078 Est. Cost $56.60 Unrealized +126.2%
ADP Automatic Data 2.5%
Value $3.523M Shares 21,309 Est. Cost $46.25 Unrealized +204.8%
AAPL Apple Inc. 2.4%
Value $3.417M Shares 17,263 Est. Cost $19.84 Unrealized +135.0%
NSC Norfolk Southern 2.2%
Value $3.185M Shares 15,978 Est. Cost $59.01 Unrealized +193.8%
BRK/B Berkshire Hathaway B 2.2%
Value $3.178M Shares 14,910 Est. Cost $194.92 Unrealized +6.2%
PCAR Paccar Inc. 2.2%
Value $3.153M Shares 44,001 Est. Cost $22.19 Unrealized +63.1%
INTC Intel Corp. 2.2%
Value $3.072M Shares 64,170 Est. Cost $17.21 Unrealized +150.3%
CSCO Cisco Systems 2.1%
Value $2.995M Shares 54,720 Est. Cost $34.74 Unrealized +30.0%
SCHE Schwab Strategic Tr 2.1%
Value $2.957M Shares 112,686 Est. Cost $25.64 Unrealized
NVO Novo Nordisk AD 2.0%
Value $2.802M Shares 54,890 Est. Cost $65.54 Unrealized
WM Waste Management 1.9%
Value $2.737M Shares 23,725 Est. Cost $31.28 Unrealized +210.9%
NEE NextEra Energy 1.9%
Value $2.72M Shares 13,275 Est. Cost $15.08 Unrealized +177.2%
ABT Abbott Labs 1.9%
Value $2.699M Shares 32,090 Est. Cost $29.82 Unrealized +135.4%
L3harris Corp. 1.8%
Value $2.576M Shares 13,620 Est. Cost $56.91 Unrealized
JNJ Johnson & Johnson 1.8%
Value $2.53M Shares 18,163 Est. Cost $59.66 Unrealized +92.4%
BDX Becton, Dickinson 1.7%
Value $2.438M Shares 9,673 Est. Cost $79.38 Unrealized +164.2%
SNA Snap-On Inc. 1.7%
Value $2.38M Shares 14,369 Est. Cost $89.66 Unrealized +52.4%
APD Air Products & Chem 1.6%
Value $2.336M Shares 10,320 Est. Cost $66.34 Unrealized +165.7%
PEP PepsiCo Inc. 1.6%
Value $2.335M Shares 17,803 Est. Cost $56.00 Unrealized +87.1%
MMM 3M Company 1.6%
Value $2.334M Shares 13,467 Est. Cost $62.31 Unrealized +93.6%
United Technologies 1.6%
Value $2.303M Shares 17,689 Est. Cost $95.06 Unrealized
DHR Danaher Inc. 1.6%
Value $2.21M Shares 15,460 Est. Cost $28.73 Unrealized +300.1%
KMB Kimberly-Clark 1.5%
Value $2.169M Shares 16,272 Est. Cost $63.37 Unrealized +61.3%
Walgreens Boots 1.5%
Value $2.14M Shares 39,140 Est. Cost $76.37 Unrealized
KO Coca Cola 1.5%
Value $2.117M Shares 41,580 Est. Cost $27.87 Unrealized +43.3%
PG Procter & Gamble 1.5%
Value $2.075M Shares 18,926 Est. Cost $56.93 Unrealized +59.0%
XLB Select Sector SPDR TR 1.5%
Value $2.067M Shares 35,525 Est. Cost $50.63 Unrealized
SAP SAP AG 1.4%
Value $1.977M Shares 14,455 Est. Cost $72.88 Unrealized
UNH UnitedHealth Gr 1.3%
Value $1.902M Shares 7,793 Est. Cost $95.98 Unrealized +124.5%
CHKP Check Point Software Tech 1.3%
Value $1.897M Shares 16,410 Est. Cost $75.51 Unrealized +56.4%
WAFD Wash Federal Inc 1.3%
Value $1.889M Shares 54,069 Est. Cost $12.35 Unrealized +110.5%
XOM Exxon Mobil 1.3%
Value $1.865M Shares 24,342 Est. Cost $58.02 Unrealized -2.0%
Invesco ETF SmCapIT 1.3%
Value $1.812M Shares 21,665 Est. Cost $63.50 Unrealized
BlackRock, Inc. 1.3%
Value $1.788M Shares 3,810 Est. Cost $499.13 Unrealized
UPS United Parcel Svc 1.2%
Value $1.663M Shares 16,104 Est. Cost $55.38 Unrealized +44.7%
CCB Coastal Financial Corp 1.1%
Value $1.56M Shares 100,866 Est. Cost $15.42 Unrealized +5.5%
PSX Phillips 66 1.1%
Value $1.534M Shares 16,396 Est. Cost $42.21 Unrealized +62.3%
BNDX Vanguard Charlotte FDS 1.1%
Value $1.511M Shares 26,378 Est. Cost $54.18 Unrealized
EWG iShares Inc 0.9%
Value $1.301M Shares 46,395 Est. Cost $25.85 Unrealized
Royal Dutch Shell 0.9%
Value $1.296M Shares 19,918 Est. Cost $55.81 Unrealized
CVX Chevron Corp. 0.9%
Value $1.219M Shares 9,794 Est. Cost $67.15 Unrealized +34.4%
AWK American Water Wks Co 0.8%
Value $1.177M Shares 10,145 Est. Cost $41.60 Unrealized +134.4%
COP ConocoPhillips 0.8%
Value $1.16M Shares 19,017 Est. Cost $42.40 Unrealized +16.1%
CL Colgate-Palmolive 0.7%
Value $1.052M Shares 14,680 Est. Cost $45.80 Unrealized +32.8%
GOOG Alphabet Inc 0.7%
Value $947K Shares 876 Est. Cost $55.28 Unrealized +3.6%
BA Boeing Company 0.5%
Value $732K Shares 2,010 Est. Cost $99.72 Unrealized +258.3%
T A T & T Inc. 0.5%
Value $674K Shares 20,110 Est. Cost $11.74 Unrealized +28.5%
ETFs Gold Tr 0.4%
Value $598K Shares 4,400 Est. Cost $123.12 Unrealized
Total SA 0.4%
Value $597K Shares 10,702 Est. Cost $60.58 Unrealized
SLB Schlumberger Lt 0.4%
Value $594K Shares 14,935 Est. Cost $53.31 Unrealized -36.9%
SCHF Schwab Strategic Tr 0.3%
Value $403K Shares 12,559 Est. Cost $31.39 Unrealized
XEL Xcel Energy Inc 0.3%
Value $392K Shares 6,582 Est. Cost $32.76 Unrealized +43.2%
V Visa Inc 0.3%
Value $371K Shares 2,138 Est. Cost $132.24 Unrealized +18.2%
ADBE Adobe Systems 0.2%
Value $344K Shares 1,166 Est. Cost $206.09 Unrealized +34.8%
1/100 Berkshire Hathaway 0.2%
Value $318K Shares 100 Est. Cost $3010.00 Unrealized
AXP American Express Co 0.2%
Value $309K Shares 2,500 Est. Cost $70.29 Unrealized +52.9%
RSPF Invesco ETF Financials 0.2%
Value $308K Shares 7,100 Est. Cost $36.44 Unrealized
TMO Thermo Fisher 0.2%
Value $264K Shares 900 Est. Cost $225.62 Unrealized +20.0%
GLD SPDR Gold Trust 0.2%
Value $252K Shares 1,892 Est. Cost $121.89 Unrealized
SCHM Schwab US Mid-Cap 0.2%
Value $229K Shares 4,013 Est. Cost $57.06 Unrealized
UNP Union Pacific 0.2%
Value $219K Shares 1,297 Est. Cost $138.09 Unrealized +7.0%
JPST JP Morgan Ultra Short 0.1%
Value $206K Shares 4,084 Est. Cost $50.44 Unrealized
HON Honeywell Intl 0.1%
Value $201K Shares 1,154 Est. Cost $138.65 Unrealized 0.0%