HARBOUR INVESTMENT MANAGEMENT LLC Diversified Active

Location: Edmonds, WA

CIK: 0001275880 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Jul 31, 2020

Total Value: $143M (100.0% shares, 0.0% debt)

Holdings (71)

MSFT Microsoft 10.4%
Value $14.88M Shares 73,140 Est. Cost $27.04 Unrealized +540.1%
COST Costco Wholesale 4.6%
Value $6.58M Shares 21,700 Est. Cost $178.33 Unrealized +56.6%
AMZN Amazon.com Inc 4.4%
Value $6.254M Shares 2,267 Est. Cost $29.43 Unrealized +310.4%
AAPL Apple Inc. 4.2%
Value $6.035M Shares 16,543 Est. Cost $19.84 Unrealized +278.5%
IBB iShares Tr 3.7%
Value $5.238M Shares 38,322 Est. Cost $135.62 Unrealized
SBUX Starbucks Corp. 3.2%
Value $4.611M Shares 62,652 Est. Cost $32.42 Unrealized +104.6%
INTC Intel Corp. 2.5%
Value $3.577M Shares 59,786 Est. Cost $17.21 Unrealized +209.0%
NVO Novo Nordisk AD 2.4%
Value $3.443M Shares 52,587 Est. Cost $65.54 Unrealized
PCAR Paccar Inc. 2.2%
Value $3.188M Shares 42,587 Est. Cost $22.63 Unrealized +68.6%
JPST JP Morgan Ultra Short 2.2%
Value $3.136M Shares 61,809 Est. Cost $50.69 Unrealized
SYK Stryker Corp. 2.2%
Value $3.092M Shares 17,161 Est. Cost $60.61 Unrealized +186.6%
NEE NextEra Energy 2.1%
Value $3.054M Shares 12,715 Est. Cost $15.08 Unrealized +244.8%
ADP Automatic Data 2.1%
Value $3.047M Shares 20,466 Est. Cost $47.35 Unrealized +168.2%
ABT Abbott Labs 2.0%
Value $2.89M Shares 31,608 Est. Cost $29.82 Unrealized +174.8%
DIS Walt Disney Co. 2.0%
Value $2.845M Shares 25,511 Est. Cost $56.60 Unrealized +90.6%
BRK/B Berkshire Hathaway B 1.8%
Value $2.599M Shares 14,558 Est. Cost $195.12 Unrealized -6.4%
CSCO Cisco Systems 1.8%
Value $2.534M Shares 54,326 Est. Cost $34.90 Unrealized +6.0%
DHR Danaher Inc. 1.7%
Value $2.504M Shares 14,160 Est. Cost $28.73 Unrealized +387.3%
NSC Norfolk Southern 1.7%
Value $2.485M Shares 14,154 Est. Cost $59.01 Unrealized +155.9%
JNJ Johnson & Johnson 1.7%
Value $2.484M Shares 17,665 Est. Cost $61.21 Unrealized +103.0%
APD Air Products & Chem 1.7%
Value $2.447M Shares 10,133 Est. Cost $66.34 Unrealized +199.5%
WM Waste Management 1.7%
Value $2.433M Shares 22,971 Est. Cost $31.28 Unrealized +194.6%
BDX Becton, Dickinson 1.6%
Value $2.311M Shares 9,660 Est. Cost $84.56 Unrealized +160.5%
PEP PepsiCo Inc. 1.6%
Value $2.285M Shares 17,279 Est. Cost $56.94 Unrealized +94.5%
UNH UnitedHealth Gr 1.6%
Value $2.25M Shares 7,630 Est. Cost $95.98 Unrealized +172.0%
MMM 3M Company 1.5%
Value $2.216M Shares 14,206 Est. Cost $64.46 Unrealized +58.9%
L3harris Corp. 1.5%
Value $2.2M Shares 12,967 Est. Cost $56.91 Unrealized
KMB Kimberly-Clark 1.5%
Value $2.188M Shares 15,482 Est. Cost $63.37 Unrealized +77.8%
PG Procter & Gamble 1.5%
Value $2.125M Shares 17,772 Est. Cost $56.93 Unrealized +78.4%
BlackRock, Inc. 1.5%
Value $2.111M Shares 3,879 Est. Cost $496.44 Unrealized
UPS United Parcel Svc 1.5%
Value $2.085M Shares 18,757 Est. Cost $60.93 Unrealized +30.9%
SAP SAP AG 1.3%
Value $1.922M Shares 13,730 Est. Cost $72.88 Unrealized
KO Coca Cola 1.3%
Value $1.909M Shares 42,729 Est. Cost $28.98 Unrealized +33.6%
SNA Snap-On Inc. 1.3%
Value $1.88M Shares 13,570 Est. Cost $89.66 Unrealized +22.3%
XLB Select Sector SPDR TR 1.3%
Value $1.841M Shares 32,666 Est. Cost $50.63 Unrealized
Invesco ETF SmCapIT 1.2%
Value $1.688M Shares 19,396 Est. Cost $63.50 Unrealized
CHKP Check Point Software Tech 1.2%
Value $1.684M Shares 15,673 Est. Cost $75.51 Unrealized +40.3%
GOOG Alphabet Inc 1.1%
Value $1.627M Shares 1,151 Est. Cost $58.16 Unrealized +15.2%
CCB Coastal Financial Corp 1.0%
Value $1.465M Shares 100,866 Est. Cost $15.42 Unrealized -14.6%
XOM Exxon Mobil 1.0%
Value $1.416M Shares 31,654 Est. Cost $55.03 Unrealized -36.7%
WAFD Wash Federal Inc 1.0%
Value $1.394M Shares 51,938 Est. Cost $12.35 Unrealized +72.1%
CVX Chevron Corp. 0.9%
Value $1.252M Shares 14,036 Est. Cost $71.32 Unrealized -2.1%
PSX Phillips 66 0.8%
Value $1.161M Shares 16,145 Est. Cost $42.21 Unrealized +33.2%
JMST JP Morgan Ultra Short Muni 0.8%
Value $1.116M Shares 21,900 Est. Cost $50.96 Unrealized
BNDX Vanguard Charlotte FDS 0.8%
Value $1.092M Shares 18,918 Est. Cost $54.27 Unrealized
CL Colgate-Palmolive 0.7%
Value $1.072M Shares 14,629 Est. Cost $46.47 Unrealized +34.2%
Raytheon Technologies 0.7%
Value $1.019M Shares 16,541 Est. Cost $94.35 Unrealized
AWK American Water Wks Co 0.6%
Value $858K Shares 6,666 Est. Cost $41.60 Unrealized +169.1%
COP ConocoPhillips 0.6%
Value $815K Shares 19,400 Est. Cost $42.30 Unrealized -22.2%
EWG iShares Inc 0.5%
Value $756K Shares 27,884 Est. Cost $25.85 Unrealized
SGOL ETFs Gold Tr 0.5%
Value $754K Shares 44,000 Est. Cost $17.14 Unrealized
VFH Vanguard World FDS 0.5%
Value $682K Shares 11,925 Est. Cost $74.14 Unrealized
Royal Dutch Shell 0.4%
Value $616K Shares 18,851 Est. Cost $55.98 Unrealized
ADBE Adobe Systems 0.4%
Value $555K Shares 1,274 Est. Cost $220.03 Unrealized +68.4%
OTIS Otis Worldwide Corp 0.3%
Value $469K Shares 8,256 Est. Cost $47.48 Unrealized 0.0%
Total SA 0.3%
Value $421K Shares 10,934 Est. Cost $58.82 Unrealized
V Visa Inc 0.3%
Value $413K Shares 2,138 Est. Cost $132.24 Unrealized +32.7%
XEL Xcel Energy Inc 0.3%
Value $411K Shares 6,582 Est. Cost $32.76 Unrealized +61.2%
TMO Thermo Fisher 0.3%
Value $380K Shares 1,048 Est. Cost $240.41 Unrealized +37.4%
Walgreens Boots 0.3%
Value $370K Shares 8,740 Est. Cost $76.37 Unrealized
SCHF Schwab Strategic Tr 0.3%
Value $361K Shares 12,119 Est. Cost $31.42 Unrealized
CARR Carrier Global Group 0.2%
Value $356K Shares 16,011 Est. Cost $17.13 Unrealized 0.0%
BA Boeing Company 0.2%
Value $346K Shares 1,890 Est. Cost $99.72 Unrealized +54.1%
SIVR ETFs Silver Tr 0.2%
Value $317K Shares 18,000 Est. Cost $17.61 Unrealized
SCHC Schwab Strategic Tr 0.2%
Value $285K Shares 9,655 Est. Cost $24.36 Unrealized
1/100 Berkshire Hathaway 0.2%
Value $267K Shares 100 Est. Cost $3010.00 Unrealized
AXP American Express Co 0.2%
Value $238K Shares 2,500 Est. Cost $70.29 Unrealized +21.8%
GLD SPDR Gold Trust 0.2%
Value $232K Shares 1,387 Est. Cost $121.89 Unrealized
UNP Union Pacific Corp 0.2%
Value $219K Shares 1,297 Est. Cost $141.44 Unrealized 0.0%
SCHM Schwab Strategic Tr 0.1%
Value $211K Shares 4,013 Est. Cost $52.58 Unrealized
HON Honeywell Intl 0.1%
Value $201K Shares 1,387 Est. Cost $117.88 Unrealized 0.0%