HARBOUR INVESTMENT MANAGEMENT LLC Diversified Active

Location: Edmonds, WA

CIK: 0001275880 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 23, 2026

Total Value: $184M (100.0% shares, 0.0% debt)

Holdings (101)

MSFT MICROSOFT CORP 6.8%
Value $12.49M Shares 33,736 Est. Cost $50.63 Unrealized +758.4%
VUSB VANGUARD BD INDEX FDS 5.7%
Value $10.46M Shares 210,161 Est. Cost $49.87 Unrealized
COST COSTCO WHOLESALE CORPORATION 5.6%
Value $10.23M Shares 10,270 Est. Cost $205.66 Unrealized +368.6%
VBIL VANGUARD INSTL INDEX FD 4.8%
Value $8.751M Shares 115,684 Est. Cost $75.59 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 4.6%
Value $8.467M Shares 167,306 Est. Cost $50.67 Unrealized
AAPL APPLE INC 4.2%
Value $7.724M Shares 30,436 Est. Cost $88.90 Unrealized +195.6%
AVGO BROADCOM INC 3.0%
Value $5.525M Shares 17,849 Est. Cost $149.00 Unrealized +124.3%
AMZN AMAZON COM INC 2.9%
Value $5.346M Shares 25,669 Est. Cost $122.36 Unrealized +85.4%
IBB ISHARES TR 2.3%
Value $4.326M Shares 25,620 Est. Cost $134.90 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 2.1%
Value $3.947M Shares 8,236 Est. Cost $195.51 Unrealized +152.4%
GOOG ALPHABET INC 2.0%
Value $3.688M Shares 12,856 Est. Cost $109.94 Unrealized +194.4%
JSCP J P MORGAN EXCHANGE TRADED F 1.8%
Value $3.351M Shares 70,850 Est. Cost $47.42 Unrealized
PCAR PACCAR INC 1.7%
Value $3.141M Shares 27,194 Est. Cost $37.71 Unrealized +226.2%
WM WASTE MGMT INC DEL 1.6%
Value $2.922M Shares 12,716 Est. Cost $33.51 Unrealized +574.6%
SBUX STARBUCKS CORP 1.5%
Value $2.852M Shares 31,835 Est. Cost $32.42 Unrealized +188.8%
RTX RTX CORPORATION 1.5%
Value $2.843M Shares 14,740 Est. Cost $84.79 Unrealized +131.9%
VOO VANGUARD INDEX FDS 1.5%
Value $2.805M Shares 4,694 Est. Cost $434.48 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 1.5%
Value $2.697M Shares 7,813 Est. Cost $212.89 Unrealized +61.2%
SYK STRYKER CORPORATION 1.4%
Value $2.623M Shares 7,962 Est. Cost $62.28 Unrealized +485.5%
CVX CHEVRON CORPORATION 1.4%
Value $2.496M Shares 12,063 Est. Cost $91.99 Unrealized +86.8%
XLB SELECT SECTOR SPDR TR 1.3%
Value $2.425M Shares 48,526 Est. Cost $50.73 Unrealized
NEE NEXTERA ENERGY INC 1.3%
Value $2.403M Shares 25,870 Est. Cost $53.11 Unrealized +64.1%
SNA SNAP ON INC 1.2%
Value $2.247M Shares 6,186 Est. Cost $92.84 Unrealized +299.9%
KO COCA COLA CO 1.1%
Value $2.046M Shares 26,722 Est. Cost $30.97 Unrealized +141.4%
BLK BLACKROCK INC 1.1%
Value $2.032M Shares 2,113 Est. Cost $991.05 Unrealized +10.7%
ADP AUTOMATIC DATA PROCESSING IN 1.1%
Value $2.005M Shares 9,785 Est. Cost $50.03 Unrealized +381.4%
SIVR ABRDN SILVER ETF TRUST 1.0%
Value $1.862M Shares 26,000 Est. Cost $18.26 Unrealized
ABT ABBOTT LABORATORIES 1.0%
Value $1.824M Shares 17,767 Est. Cost $36.83 Unrealized +213.4%
NVO NOVO-NORDISK A S 1.0%
Value $1.812M Shares 47,720 Est. Cost $78.10 Unrealized
PSCT INVESCO EXCH TRADED FD TR II 1.0%
Value $1.774M Shares 29,529 Est. Cost $66.41 Unrealized
APD AIR PRODUCTS AND CHEMICALS I 0.9%
Value $1.723M Shares 5,931 Est. Cost $91.91 Unrealized +195.4%
PG PROCTER & GAMBLE CO 0.9%
Value $1.717M Shares 11,885 Est. Cost $65.02 Unrealized +133.4%
SHEL SHELL PLC 0.9%
Value $1.695M Shares 18,228 Est. Cost $57.10 Unrealized
FNDX SCHWAB STRATEGIC TR 0.9%
Value $1.654M Shares 59,391 Est. Cost $38.25 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 0.9%
Value $1.595M Shares 31,295 Est. Cost $50.96 Unrealized
JAAA JANUS DETROIT STR TR 0.9%
Value $1.59M Shares 31,443 Est. Cost $50.57 Unrealized
PSX PHILLIPS 66 0.8%
Value $1.559M Shares 8,558 Est. Cost $44.58 Unrealized +230.0%
COP CONOCOPHILLIPS 0.8%
Value $1.546M Shares 11,715 Est. Cost $64.71 Unrealized +58.6%
SGOL ETFS GOLD TR 0.8%
Value $1.542M Shares 34,550 Est. Cost $17.14 Unrealized
PEP PEPSICO INC 0.8%
Value $1.522M Shares 9,800 Est. Cost $60.99 Unrealized +153.7%
VFH VANGUARD WORLD FD 0.8%
Value $1.509M Shares 12,488 Est. Cost $77.53 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.8%
Value $1.417M Shares 23,364 Est. Cost $51.85 Unrealized +10.8%
V VISA INC 0.8%
Value $1.414M Shares 4,678 Est. Cost $204.72 Unrealized +60.8%
DHR DANAHER CORP DEL 0.7%
Value $1.323M Shares 6,963 Est. Cost $32.97 Unrealized +581.5%
CHKP CHECK POINT SOFTWARE TECH LT 0.7%
Value $1.246M Shares 8,720 Est. Cost $79.54 Unrealized +121.8%
VTEB VANGUARD MUN BD FDS 0.7%
Value $1.245M Shares 24,945 Est. Cost $50.60 Unrealized
VGUS VANGUARD INSTL INDEX FD 0.7%
Value $1.244M Shares 16,448 Est. Cost $75.66 Unrealized
INTC INTEL CORP 0.7%
Value $1.209M Shares 27,397 Est. Cost $20.05 Unrealized +131.5%
UPS UNITED PARCEL SVCS INC 0.6%
Value $1.125M Shares 11,437 Est. Cost $68.56 Unrealized +60.2%
NVDA NVIDIA CORPORATION 0.6%
Value $1.051M Shares 6,026 Est. Cost $122.18 Unrealized +52.8%
HON HONEYWELL INTL INC 0.6%
Value $1.031M Shares 4,562 Est. Cost $225.93 Unrealized 0.0%
CSCO CISCO SYS INC 0.6%
Value $1.024M Shares 13,200 Est. Cost $35.89 Unrealized +117.1%
KMB KIMBERLY-CLARK CORP 0.5%
Value $999K Shares 10,225 Est. Cost $73.12 Unrealized +41.0%
AVUV AMERICAN CENTY ETF TR 0.5%
Value $986K Shares 8,921 Est. Cost $83.09 Unrealized
CL COLGATE PALMOLIVE CO 0.5%
Value $948K Shares 11,122 Est. Cost $52.14 Unrealized +70.2%
UNH UNITEDHEALTH GROUP INC 0.5%
Value $924K Shares 3,416 Est. Cost $121.79 Unrealized +153.5%
SCHF SCHWAB STRATEGIC TR 0.5%
Value $909K Shares 36,731 Est. Cost $26.06 Unrealized
DIS DISNEY WALT CO 0.5%
Value $830K Shares 8,613 Est. Cost $59.13 Unrealized +85.1%
GLD SPDR GOLD TR 0.4%
Value $821K Shares 1,907 Est. Cost $242.13 Unrealized
VTIP VANGUARD MALVERN FDS 0.4%
Value $796K Shares 15,930 Est. Cost $49.95 Unrealized
NSC NORFOLK SOUTHN CORP 0.4%
Value $774K Shares 2,697 Est. Cost $69.17 Unrealized +331.1%
XOM EXXON MOBIL CORP 0.4%
Value $731K Shares 4,306 Est. Cost $59.09 Unrealized +134.8%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.4%
Value $718K Shares 1 Est. Cost $729330.75 Unrealized +1.5%
WEC WEC ENERGY GROUP INC 0.4%
Value $708K Shares 6,115 Est. Cost $75.47 Unrealized +45.6%
BDX BECTON DICKINSON & CO 0.4%
Value $687K Shares 4,367 Est. Cost $92.54 Unrealized +81.4%
SCHX SCHWAB STRATEGIC TR 0.4%
Value $668K Shares 26,034 Est. Cost $37.39 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value $667K Shares 2,729 Est. Cost $77.74 Unrealized +193.1%
SAP SAP SE 0.4%
Value $661K Shares 3,862 Est. Cost $72.88 Unrealized
GOOGL ALPHABET INC 0.3%
Value $633K Shares 2,201 Est. Cost $135.90 Unrealized +137.9%
PFE PFIZER INC 0.3%
Value $631K Shares 22,460 Est. Cost $31.00 Unrealized -15.5%
IVV ISHARES TR 0.3%
Value $615K Shares 941 Est. Cost $669.30 Unrealized
EWG ISHARES INC 0.3%
Value $605K Shares 15,248 Est. Cost $26.95 Unrealized
TTE TOTALENERGIES SE 0.3%
Value $594K Shares 6,459 Est. Cost $63.23 Unrealized +13.1%
MUB ISHARES TR 0.3%
Value $570K Shares 5,370 Est. Cost $107.36 Unrealized
PXF INVESCO EXCH TRADED FD TR II 0.3%
Value $551K Shares 7,887 Est. Cost $49.65 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.3%
Value $548K Shares 8,544 Est. Cost $54.41 Unrealized
KVUE KENVUE INC 0.3%
Value $512K Shares 29,700 Est. Cost $21.04 Unrealized -16.0%
VB VANGUARD INDEX FDS 0.3%
Value $511K Shares 1,952 Est. Cost $228.59 Unrealized
MDY STATE STR SPDR S&P MIDCAP 40 0.3%
Value $507K Shares 819 Est. Cost $458.26 Unrealized
PRFZ INVESCO EXCHANGE TRADED FD T 0.3%
Value $505K Shares 11,004 Est. Cost $39.28 Unrealized
NFLX NETFLIX INC. 0.3%
Value $476K Shares 4,950 Est. Cost $103.30 Unrealized -18.8%
VT VANGUARD INTL EQUITY INDEX F 0.3%
Value $465K Shares 3,361 Est. Cost $104.27 Unrealized
JFLX J P MORGAN EXCHANGE TRADED F 0.2%
Value $458K Shares 9,214 Est. Cost $50.21 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value $440K Shares 1,495 Est. Cost $236.40 Unrealized +31.7%
FNDA SCHWAB STRATEGIC TR 0.2%
Value $402K Shares 12,400 Est. Cost $35.09 Unrealized
SCHM SCHWAB STRATEGIC TR 0.2%
Value $377K Shares 12,164 Est. Cost $37.10 Unrealized
EPI WISDOMTREE TR 0.2%
Value $375K Shares 9,190 Est. Cost $47.51 Unrealized
FNDF SCHWAB STRATEGIC TR 0.2%
Value $369K Shares 7,539 Est. Cost $35.61 Unrealized
WMT WALMART INC 0.2%
Value $369K Shares 2,960 Est. Cost $85.80 Unrealized +42.2%
XLRE SELECT SECTOR SPDR TR 0.2%
Value $366K Shares 8,975 Est. Cost $34.07 Unrealized
RSPG INVESCO EXCHANGE TRADED FD T 0.2%
Value $281K Shares 2,571 Est. Cost $79.61 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 0.1%
Value $271K Shares 416 Est. Cost $631.26 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value $258K Shares 590 Est. Cost $344.20 Unrealized
BIV VANGUARD BD INDEX FDS 0.1%
Value $256K Shares 3,314 Est. Cost $77.18 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value $221K Shares 1,625 Est. Cost $41.60 Unrealized +209.8%
SCHA SCHWAB STRATEGIC TR 0.1%
Value $219K Shares 7,547 Est. Cost $27.90 Unrealized
KNF KNIFE RIVER CORP 0.1%
Value $217K Shares 2,653 Est. Cost $79.02 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.1%
Value $206K Shares 609 Est. Cost $338.89 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value $202K Shares 4,402 Est. Cost $45.89 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value $200K Shares 347 Est. Cost $602.80 Unrealized
PLX PROTALIX BIOTHERAPEUTICS INC 0.0%
Value $21,917 Shares 10,100 Est. Cost $2.38 Unrealized +2.7%