HARBOUR INVESTMENT MANAGEMENT LLC Diversified Active

Location: Edmonds, WA

CIK: 0001275880 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 8, 2021

Total Value: $179M (100.0% shares, 0.0% debt)

Holdings (75)

MSFT Microsoft 8.8%
Value $15.7M Shares 70,569 Est. Cost $27.04 Unrealized +662.1%
AAPL Apple Inc. 5.0%
Value $8.912M Shares 67,166 Est. Cost $84.57 Unrealized +38.4%
JPST JP Morgan Ultra Short 4.9%
Value $8.831M Shares 173,877 Est. Cost $50.76 Unrealized
COST Costco Wholesale 4.6%
Value $8.184M Shares 21,720 Est. Cost $178.33 Unrealized +94.8%
AMZN Amazon.com Inc 4.2%
Value $7.533M Shares 2,313 Est. Cost $31.90 Unrealized +400.2%
SBUX Starbucks Corp. 3.7%
Value $6.671M Shares 62,362 Est. Cost $32.42 Unrealized +162.6%
IBB iShares Tr 3.3%
Value $5.908M Shares 38,997 Est. Cost $135.62 Unrealized
JMST JP Morgan Ultra Short Muni 2.6%
Value $4.668M Shares 91,455 Est. Cost $51.00 Unrealized
DIS Walt Disney Co. 2.6%
Value $4.602M Shares 25,401 Est. Cost $56.60 Unrealized +147.8%
SYK Stryker Corp. 2.4%
Value $4.257M Shares 17,373 Est. Cost $62.28 Unrealized +244.5%
NEE NextEra Energy 2.2%
Value $3.918M Shares 50,790 Est. Cost $52.99 Unrealized +23.9%
NVO Novo Nordisk AD 2.1%
Value $3.783M Shares 54,164 Est. Cost $65.65 Unrealized
PCAR Paccar Inc. 2.0%
Value $3.642M Shares 42,212 Est. Cost $22.63 Unrealized +113.7%
ADP Automatic Data 2.0%
Value $3.624M Shares 20,566 Est. Cost $47.35 Unrealized +211.4%
ABT Abbott Labs 2.0%
Value $3.616M Shares 33,028 Est. Cost $32.69 Unrealized +203.6%
NSC Norfolk Southern 2.0%
Value $3.567M Shares 15,013 Est. Cost $65.93 Unrealized +210.5%
BRK/B Berkshire Hathaway B 2.0%
Value $3.505M Shares 15,115 Est. Cost $195.51 Unrealized +12.6%
UPS United Parcel Svc 1.6%
Value $2.948M Shares 17,508 Est. Cost $60.93 Unrealized +124.7%
BlackRock, Inc. 1.6%
Value $2.935M Shares 4,067 Est. Cost $499.06 Unrealized
INTC Intel Corp. 1.6%
Value $2.934M Shares 58,886 Est. Cost $17.21 Unrealized +155.7%
JNJ Johnson & Johnson 1.6%
Value $2.927M Shares 18,596 Est. Cost $64.51 Unrealized +97.7%
DHR Danaher Inc. 1.6%
Value $2.818M Shares 12,685 Est. Cost $28.73 Unrealized +582.1%
APD Air Products & Chem 1.5%
Value $2.76M Shares 10,101 Est. Cost $66.34 Unrealized +273.2%
UNH UnitedHealth Gr 1.5%
Value $2.725M Shares 7,770 Est. Cost $99.55 Unrealized +209.6%
WM Waste Management 1.5%
Value $2.717M Shares 23,041 Est. Cost $31.28 Unrealized +243.5%
MMM 3M Company 1.5%
Value $2.624M Shares 15,013 Est. Cost $67.12 Unrealized +75.1%
PEP PepsiCo Inc. 1.4%
Value $2.589M Shares 17,459 Est. Cost $57.54 Unrealized +110.7%
L3harris Corp. 1.4%
Value $2.526M Shares 13,362 Est. Cost $60.25 Unrealized
KO Coca Cola 1.4%
Value $2.482M Shares 45,266 Est. Cost $29.68 Unrealized +49.2%
PG Procter & Gamble 1.4%
Value $2.481M Shares 17,832 Est. Cost $56.93 Unrealized +116.4%
BDX Becton, Dickinson 1.4%
Value $2.442M Shares 9,760 Est. Cost $86.00 Unrealized +149.5%
CSCO Cisco Systems 1.4%
Value $2.424M Shares 54,176 Est. Cost $34.90 Unrealized +1.1%
Invesco ETF SmCapIT 1.3%
Value $2.385M Shares 19,476 Est. Cost $63.50 Unrealized
XLB Select Sector SPDR TR 1.3%
Value $2.377M Shares 32,836 Est. Cost $50.63 Unrealized
SNA Snap-On Inc. 1.3%
Value $2.348M Shares 13,720 Est. Cost $90.07 Unrealized +62.6%
KMB Kimberly-Clark 1.2%
Value $2.23M Shares 16,542 Est. Cost $67.22 Unrealized +72.5%
CCB Coastal Financial Corp 1.2%
Value $2.118M Shares 100,866 Est. Cost $15.42 Unrealized +15.7%
CHKP Check Point Software Tech 1.2%
Value $2.092M Shares 15,743 Est. Cost $75.51 Unrealized +61.8%
GOOG Alphabet Inc Class C 1.1%
Value $2.016M Shares 1,151 Est. Cost $58.16 Unrealized +44.0%
Raytheon Technologies 0.9%
Value $1.581M Shares 22,106 Est. Cost $87.75 Unrealized
WAFD Wash Federal Inc 0.8%
Value $1.484M Shares 57,665 Est. Cost $13.10 Unrealized +52.6%
CL Colgate-Palmolive 0.8%
Value $1.403M Shares 16,409 Est. Cost $48.73 Unrealized +50.7%
BNDX Vanguard Charlotte FDS 0.7%
Value $1.304M Shares 22,280 Est. Cost $54.90 Unrealized
VFH Vanguard World FDS 0.7%
Value $1.175M Shares 16,130 Est. Cost $72.95 Unrealized
PSX Phillips 66 0.6%
Value $1.135M Shares 16,235 Est. Cost $42.21 Unrealized +13.6%
SAP SAP AG 0.6%
Value $1.115M Shares 8,555 Est. Cost $72.88 Unrealized
EWG iShares Inc 0.6%
Value $1.034M Shares 32,559 Est. Cost $26.32 Unrealized
AWK American Water Wks Co 0.6%
Value $1.019M Shares 6,641 Est. Cost $41.60 Unrealized +235.0%
CVX Chevron Corp. 0.6%
Value $1.007M Shares 11,921 Est. Cost $71.32 Unrealized -8.8%
SGOL ETFs Gold Tr 0.4%
Value $804K Shares 44,000 Est. Cost $17.14 Unrealized
Royal Dutch Shell 0.4%
Value $707K Shares 20,131 Est. Cost $51.80 Unrealized
COP ConocoPhillips 0.4%
Value $664K Shares 16,600 Est. Cost $42.30 Unrealized -27.4%
ADBE Adobe Systems 0.4%
Value $637K Shares 1,274 Est. Cost $220.03 Unrealized +119.6%
CARR Carrier Global Group 0.3%
Value $601K Shares 15,931 Est. Cost $17.13 Unrealized +97.4%
V Visa Inc 0.3%
Value $468K Shares 2,138 Est. Cost $132.24 Unrealized +49.1%
TMO Thermo Fisher 0.3%
Value $465K Shares 998 Est. Cost $240.41 Unrealized +92.4%
SIVR ETFs Silver Tr 0.3%
Value $460K Shares 18,000 Est. Cost $17.61 Unrealized
XEL Xcel Energy Inc 0.2%
Value $439K Shares 6,582 Est. Cost $32.76 Unrealized +80.4%
SCHF Schwab Strategic Tr 0.2%
Value $436K Shares 12,119 Est. Cost $31.42 Unrealized
Total SA 0.2%
Value $407K Shares 9,709 Est. Cost $58.82 Unrealized
BA Boeing Company 0.2%
Value $390K Shares 1,820 Est. Cost $99.72 Unrealized +92.8%
SCHC Schwab Strategic Tr 0.2%
Value $364K Shares 9,655 Est. Cost $24.36 Unrealized
1/100 Berkshire Hathaway 0.2%
Value $348K Shares 100 Est. Cost $3010.00 Unrealized
AXP American Express Co 0.2%
Value $302K Shares 2,500 Est. Cost $70.29 Unrealized +47.8%
HON Honeywell Intl 0.2%
Value $295K Shares 1,387 Est. Cost $117.88 Unrealized +38.9%
SCHM Schwab Strategic Tr 0.2%
Value $274K Shares 4,013 Est. Cost $52.58 Unrealized
UNP Union Pacific Corp 0.2%
Value $270K Shares 1,297 Est. Cost $141.44 Unrealized +25.9%
Walgreens Boots 0.1%
Value $251K Shares 6,295 Est. Cost $76.37 Unrealized
GLD SPDR Gold Trust 0.1%
Value $247K Shares 1,387 Est. Cost $121.89 Unrealized
SCHX Schwab Strategic Tr 0.1%
Value $215K Shares 2,359 Est. Cost $91.14 Unrealized
GOOGL Alphabet Inc Class A 0.1%
Value $214K Shares 122 Est. Cost $83.49 Unrealized 0.0%
TSCO Tractory Supply Co. 0.1%
Value $208K Shares 1,480 Est. Cost $26.36 Unrealized -2.3%
XOM Exxon Mobil 0.1%
Value $204K Shares 4,950 Est. Cost $30.36 Unrealized 0.0%
TIP iShares Inc 0.1%
Value $202K Shares 1,580 Est. Cost $127.85 Unrealized
EWL iShares Inc 0.1%
Value $201K Shares 4,500 Est. Cost $44.67 Unrealized