HARBOUR INVESTMENT MANAGEMENT LLC Diversified Active

Location: Edmonds, WA

CIK: 0001275880 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 16, 2022

Total Value: $206M (100.0% shares, 0.0% debt)

Holdings (74)

MSFT Microsoft 10.0%
Value $20.63M Shares 66,918 Est. Cost $31.01 Unrealized +839.8%
COST Costco Wholesale 5.7%
Value $11.74M Shares 20,392 Est. Cost $190.86 Unrealized +162.4%
AAPL Apple Inc. 5.5%
Value $11.27M Shares 64,545 Est. Cost $85.25 Unrealized +93.4%
AMZN Amazon.com Inc 3.5%
Value $7.279M Shares 2,233 Est. Cost $31.90 Unrealized +384.3%
JPST JP Morgan Ultra Short 3.4%
Value $7.08M Shares 140,839 Est. Cost $50.76 Unrealized
NVO Novo Nordisk AD 2.9%
Value $5.871M Shares 52,866 Est. Cost $65.95 Unrealized
SBUX Starbucks Corp. 2.6%
Value $5.418M Shares 59,553 Est. Cost $32.42 Unrealized +165.1%
JMST JP Morgan Ultra Short Muni 2.5%
Value $5.106M Shares 100,830 Est. Cost $51.01 Unrealized
IBB iShares Tr 2.4%
Value $4.894M Shares 37,557 Est. Cost $135.62 Unrealized
CCB Coastal Financial Corp 2.3%
Value $4.722M Shares 103,221 Est. Cost $16.50 Unrealized +194.8%
BRK/B Berkshire Hathaway B 2.3%
Value $4.691M Shares 13,292 Est. Cost $195.51 Unrealized +65.4%
ADP Automatic Data 2.2%
Value $4.564M Shares 20,056 Est. Cost $50.03 Unrealized +293.6%
SYK Stryker Corp. 2.1%
Value $4.382M Shares 16,390 Est. Cost $62.28 Unrealized +298.6%
NSC Norfolk Southern 2.1%
Value $4.277M Shares 14,994 Est. Cost $69.17 Unrealized +265.7%
UNH UnitedHealth Gr 1.9%
Value $3.877M Shares 7,603 Est. Cost $99.55 Unrealized +353.2%
NEE NextEra Energy 1.8%
Value $3.783M Shares 44,655 Est. Cost $52.99 Unrealized +36.0%
WM Waste Management 1.8%
Value $3.681M Shares 23,226 Est. Cost $33.51 Unrealized +325.3%
PCAR Paccar Inc. 1.8%
Value $3.623M Shares 41,140 Est. Cost $23.17 Unrealized +126.2%
DHR Danaher Inc. 1.8%
Value $3.61M Shares 12,308 Est. Cost $28.73 Unrealized +755.2%
UPS United Parcel Svc 1.6%
Value $3.37M Shares 15,714 Est. Cost $63.19 Unrealized +180.4%
JNJ Johnson & Johnson 1.6%
Value $3.321M Shares 18,736 Est. Cost $67.76 Unrealized +124.0%
ABT Abbott Labs 1.6%
Value $3.29M Shares 27,798 Est. Cost $32.69 Unrealized +252.9%
L3harris Corp. 1.6%
Value $3.253M Shares 13,092 Est. Cost $60.25 Unrealized
CSCO Cisco Systems 1.5%
Value $3.168M Shares 56,811 Est. Cost $35.89 Unrealized +40.1%
DIS Walt Disney Co. 1.5%
Value $3.114M Shares 22,705 Est. Cost $59.13 Unrealized +138.9%
XLB Select Sector SPDR TR 1.5%
Value $2.99M Shares 33,916 Est. Cost $52.43 Unrealized
GOOG Alphabet Inc Class C 1.4%
Value $2.969M Shares 1,063 Est. Cost $107.07 Unrealized +26.0%
PEP PepsiCo Inc. 1.4%
Value $2.963M Shares 17,703 Est. Cost $59.79 Unrealized +148.2%
KO Coca Cola 1.4%
Value $2.855M Shares 46,041 Est. Cost $30.44 Unrealized +77.6%
BlackRock, Inc. 1.4%
Value $2.814M Shares 3,683 Est. Cost $506.90 Unrealized
PG Procter & Gamble 1.3%
Value $2.761M Shares 18,067 Est. Cost $59.33 Unrealized +139.6%
INTC Intel Corp. 1.3%
Value $2.736M Shares 55,202 Est. Cost $17.77 Unrealized +159.9%
Invesco ETF SmCapIT 1.3%
Value $2.627M Shares 18,851 Est. Cost $63.50 Unrealized
APD Air Products & Chem 1.2%
Value $2.548M Shares 10,196 Est. Cost $71.03 Unrealized +226.5%
BDX Becton, Dickinson 1.2%
Value $2.511M Shares 9,440 Est. Cost $86.00 Unrealized +180.3%
SNA Snap-On Inc. 1.1%
Value $2.355M Shares 11,459 Est. Cost $90.07 Unrealized +111.5%
CVX Chevron Corp. 1.1%
Value $2.283M Shares 14,023 Est. Cost $74.63 Unrealized +64.5%
Raytheon Technologies 1.1%
Value $2.225M Shares 22,461 Est. Cost $87.20 Unrealized
KMB Kimberly-Clark 1.1%
Value $2.209M Shares 17,932 Est. Cost $71.65 Unrealized +59.1%
MMM 3M Company 1.0%
Value $2.147M Shares 14,424 Est. Cost $67.12 Unrealized +70.7%
CHKP Check Point Software Tech 1.0%
Value $2.084M Shares 15,073 Est. Cost $75.51 Unrealized +72.9%
VFH Vanguard World FDS 0.9%
Value $1.953M Shares 20,907 Est. Cost $77.58 Unrealized
BMY Bristol-Meyers Squibb Co 0.9%
Value $1.826M Shares 25,010 Est. Cost $54.27 Unrealized +4.7%
SHEL Shell PLC 0.7%
Value $1.469M Shares 26,738 Est. Cost $54.94 Unrealized
PSX Phillips 66 0.6%
Value $1.292M Shares 14,960 Est. Cost $42.21 Unrealized +72.5%
CL Colgate-Palmolive 0.6%
Value $1.292M Shares 17,044 Est. Cost $51.56 Unrealized +40.3%
AVGO Broadcom Inc 0.6%
Value $1.219M Shares 1,936 Est. Cost $45.73 Unrealized +20.4%
WAFD Wash Federal Inc 0.6%
Value $1.141M Shares 34,751 Est. Cost $13.10 Unrealized +133.5%
V Visa Inc 0.6%
Value $1.137M Shares 5,129 Est. Cost $185.80 Unrealized +13.1%
BNDX Vanguard Charlotte FDS 0.5%
Value $1.097M Shares 20,923 Est. Cost $55.03 Unrealized
EWG iShares Inc 0.5%
Value $1.094M Shares 38,534 Est. Cost $27.44 Unrealized
COP ConocoPhillips 0.5%
Value $1.025M Shares 10,253 Est. Cost $42.30 Unrealized +88.3%
SAP SAP AG 0.5%
Value $927K Shares 8,353 Est. Cost $72.88 Unrealized
VNQ Vanguard Index FDS 0.4%
Value $899K Shares 8,297 Est. Cost $102.04 Unrealized
SGOL Aberdeen Std Gold ETF Tr 0.4%
Value $818K Shares 44,000 Est. Cost $17.14 Unrealized
AWK American Water Wks Co 0.4%
Value $798K Shares 4,820 Est. Cost $41.60 Unrealized +251.1%
MDU MDU Res Group Inc 0.3%
Value $622K Shares 23,330 Est. Cost $9.77 Unrealized -3.2%
ADBE Adobe Systems 0.3%
Value $580K Shares 1,274 Est. Cost $220.03 Unrealized +118.7%
1/100 Berkshire Hathaway 0.3%
Value $529K Shares 100 Est. Cost $3010.00 Unrealized
AXP American Express Co 0.2%
Value $468K Shares 2,500 Est. Cost $70.91 Unrealized +142.3%
TotalEnergies SE 0.2%
Value $456K Shares 9,029 Est. Cost $58.82 Unrealized
XEL Xcel Energy Inc 0.2%
Value $444K Shares 6,147 Est. Cost $32.76 Unrealized +84.3%
SCHF Schwab Strategic Tr 0.2%
Value $434K Shares 11,829 Est. Cost $31.42 Unrealized
XOM Exxon Mobil 0.2%
Value $409K Shares 4,950 Est. Cost $34.22 Unrealized +98.4%
SCHC Schwab Strategic Tr 0.2%
Value $367K Shares 9,655 Est. Cost $24.36 Unrealized
SCHM Schwab Strategic Tr 0.2%
Value $339K Shares 4,464 Est. Cost $54.98 Unrealized
TMO Thermo Fisher 0.1%
Value $276K Shares 468 Est. Cost $240.41 Unrealized +136.3%
UNP Union Pacific Corp 0.1%
Value $257K Shares 942 Est. Cost $141.44 Unrealized +63.0%
SCHX Schwab Strategic Tr 0.1%
Value $254K Shares 4,718 Est. Cost $72.49 Unrealized
GLD SPDR Gold Trust 0.1%
Value $251K Shares 1,387 Est. Cost $121.89 Unrealized
GOOGL Alphabet Inc Class A 0.1%
Value $239K Shares 86 Est. Cost $96.38 Unrealized +39.9%
BA Boeing Company 0.1%
Value $228K Shares 1,190 Est. Cost $99.72 Unrealized +101.3%
Walgreens Boots 0.1%
Value $217K Shares 4,845 Est. Cost $76.37 Unrealized
MDY SPDR S&P Midcap 400 0.1%
Value $203K Shares 414 Est. Cost $516.91 Unrealized