Marble Harbor Investment Counsel, LLC Diversified Active

CIK: 0001387130 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Feb 10, 2015

Total Value ($000): $438,838 (100.0% shares, 0.0% debt)

Holdings (148)

XOM EXXON MOBIL CORP 4.6%
Value ($000) $20,115 Shares 217,581 Est. Cost $53.77 Unrealized +7.9%
PG PROCTER & GAMBLE CO 4.1%
Value ($000) $17,910 Shares 196,615 Est. Cost $55.00 Unrealized +17.5%
IRON MTN INC 3.4%
Value ($000) $15,022 Shares 388,565 Est. Cost $28.08 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 3.3%
Value ($000) $14,392 Shares 172,631 Est. Cost $52.44 Unrealized +21.1%
ABBV ABBVIE INC 3.3%
Value ($000) $14,340 Shares 219,135 Est. Cost $26.76 Unrealized +50.4%
CSCO CISCO SYS INC 2.9%
Value ($000) $12,641 Shares 454,476 Est. Cost $15.26 Unrealized +20.0%
ABT ABBOTT LABS 2.8%
Value ($000) $12,286 Shares 272,898 Est. Cost $30.77 Unrealized +14.8%
PFE PFIZER INC 2.8%
Value ($000) $12,261 Shares 393,623 Est. Cost $16.46 Unrealized +9.2%
AAPL APPLE INC 2.7%
Value ($000) $11,732 Shares 106,283 Est. Cost $18.36 Unrealized +31.2%
GENERAL ELECTRIC CO 2.6%
Value ($000) $11,502 Shares 455,146 Est. Cost $23.24 Unrealized
HEALTHCARE RLTY TR 2.5%
Value ($000) $11,025 Shares 403,542 Est. Cost $24.48 Unrealized
MSFT MICROSOFT CORP 2.4%
Value ($000) $10,562 Shares 227,384 Est. Cost $26.88 Unrealized +48.4%
PEP PEPSICO INC 2.4%
Value ($000) $10,484 Shares 110,873 Est. Cost $56.00 Unrealized +22.5%
MMM 3M CO 2.2%
Value ($000) $9,648 Shares 58,713 Est. Cost $61.26 Unrealized +46.4%
SLB SCHLUMBERGER LTD 2.1%
Value ($000) $9,226 Shares 108,018 Est. Cost $54.04 Unrealized +24.6%
LINEAR TECHNOLOGY CORP 2.1%
Value ($000) $9,010 Shares 197,585 Est. Cost $37.25 Unrealized
FISV FISERV INC 2.0%
Value ($000) $8,588 Shares 121,002 Est. Cost $24.90 Unrealized +37.5%
WALGREENS BOOTS ALLIANCE INC 1.9%
Value ($000) $8,339 Shares 109,442 Est. Cost $76.20 Unrealized
KO COCA COLA CO 1.8%
Value ($000) $8,059 Shares 190,884 Est. Cost $27.81 Unrealized +8.1%
MEDTRONIC INC 1.8%
Value ($000) $7,829 Shares 108,440 Est. Cost $51.71 Unrealized
NTRS NORTHERN TR CORP 1.7%
Value ($000) $7,585 Shares 112,540 Est. Cost $40.35 Unrealized +22.9%
WFC WELLS FARGO & CO NEW 1.7%
Value ($000) $7,543 Shares 137,597 Est. Cost $27.80 Unrealized +39.5%
BOH BANK HAWAII CORP 1.7%
Value ($000) $7,422 Shares 125,136 Est. Cost $38.30 Unrealized +1.3%
PETSMART INC 1.7%
Value ($000) $7,292 Shares 89,699 Est. Cost $64.51 Unrealized
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $7,268 Shares 69,502 Est. Cost $60.05 Unrealized +28.7%
VOD VODAFONE GROUP PLC NEW 1.6%
Value ($000) $7,191 Shares 210,457 Est. Cost $34.33 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 1.6%
Value ($000) $7,117 Shares 177,831 Est. Cost $39.40 Unrealized
APD AIR PRODS & CHEMS INC 1.5%
Value ($000) $6,431 Shares 44,591 Est. Cost $79.28 Unrealized +21.4%
ECL ECOLAB INC 1.2%
Value ($000) $5,383 Shares 51,504 Est. Cost $73.48 Unrealized +31.6%
DIS DISNEY WALT CO 1.2%
Value ($000) $5,212 Shares 55,334 Est. Cost $61.55 Unrealized +32.1%
EBAY EBAY INC 1.1%
Value ($000) $5,034 Shares 89,700 Est. Cost $20.15 Unrealized +0.3%
STERICYCLE INC 1.1%
Value ($000) $5,026 Shares 38,342 Est. Cost $111.46 Unrealized
ORLY O REILLY AUTOMOTIVE INC NEW 1.1%
Value ($000) $4,842 Shares 25,135 Est. Cost $7.19 Unrealized +62.9%
COACH INC 1.1%
Value ($000) $4,649 Shares 123,762 Est. Cost $44.93 Unrealized
IDXX IDEXX LABS INC 1.0%
Value ($000) $4,427 Shares 29,859 Est. Cost $52.82 Unrealized +32.8%
WMT WAL-MART STORES INC 0.9%
Value ($000) $3,983 Shares 46,373 Est. Cost $20.00 Unrealized +9.1%
MRK MERCK & CO INC NEW 0.9%
Value ($000) $3,910 Shares 68,853 Est. Cost $30.02 Unrealized +31.1%
MCD MCDONALDS CORP 0.8%
Value ($000) $3,596 Shares 38,375 Est. Cost $71.80 Unrealized -1.7%
SYK STRYKER CORP 0.8%
Value ($000) $3,574 Shares 37,885 Est. Cost $57.21 Unrealized +36.1%
EMR EMERSON ELEC CO 0.8%
Value ($000) $3,491 Shares 56,547 Est. Cost $40.15 Unrealized +15.6%
SIGMA ALDRICH CORP 0.7%
Value ($000) $3,058 Shares 22,275 Est. Cost $81.39 Unrealized
UNITED TECHNOLOGIES CORP 0.7%
Value ($000) $2,932 Shares 25,494 Est. Cost $92.95 Unrealized
DEO DIAGEO P L C 0.6%
Value ($000) $2,724 Shares 23,880 Est. Cost $114.87 Unrealized
QCOM QUALCOMM INC 0.6%
Value ($000) $2,706 Shares 36,409 Est. Cost $47.09 Unrealized +13.3%
INTC INTEL CORP 0.6%
Value ($000) $2,669 Shares 73,558 Est. Cost $17.33 Unrealized +53.7%
EXPD EXPEDITORS INTL WASH INC 0.6%
Value ($000) $2,652 Shares 59,450 Est. Cost $31.69 Unrealized +17.3%
PGR PROGRESSIVE CORP OHIO 0.6%
Value ($000) $2,417 Shares 89,561 Est. Cost $17.26 Unrealized +9.6%
PRAXAIR INC 0.5%
Value ($000) $2,362 Shares 18,234 Est. Cost $116.05 Unrealized
CVX CHEVRON CORP NEW 0.5%
Value ($000) $2,286 Shares 20,375 Est. Cost $71.38 Unrealized -1.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $2,174 Shares 14,481 Est. Cost $116.85 Unrealized +23.5%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.5%
Value ($000) $2,109 Shares 36,675 Est. Cost $39.20 Unrealized
T AT&T INC 0.5%
Value ($000) $2,061 Shares 61,359 Est. Cost $11.41 Unrealized +3.5%
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value ($000) $1,981 Shares 12,348 Est. Cost $117.86 Unrealized -14.8%
CHUBB CORP 0.4%
Value ($000) $1,916 Shares 18,518 Est. Cost $85.08 Unrealized
CDK GLOBAL INC 0.4%
Value ($000) $1,884 Shares 46,228 Est. Cost $40.75 Unrealized
EOG EOG RES INC 0.4%
Value ($000) $1,710 Shares 18,575 Est. Cost $68.05 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORP 0.4%
Value ($000) $1,669 Shares 13,100 Est. Cost $11.84 Unrealized +69.7%
CORE LABORATORIES N V 0.4%
Value ($000) $1,563 Shares 12,987 Est. Cost $153.91 Unrealized
E M C CORP MASS 0.3%
Value ($000) $1,493 Shares 50,200 Est. Cost $23.67 Unrealized
PNR PENTAIR PLC 0.3%
Value ($000) $1,486 Shares 22,372 Est. Cost $40.64 Unrealized -10.6%
GLP GLOBAL PARTNERS LP 0.3%
Value ($000) $1,460 Shares 44,243 Est. Cost $36.15 Unrealized
DHR DANAHER CORP DEL 0.3%
Value ($000) $1,371 Shares 16,000 Est. Cost $25.11 Unrealized +31.1%
JOHNSON CTLS INC 0.3%
Value ($000) $1,335 Shares 27,623 Est. Cost $35.78 Unrealized
COVIDIEN PLC 0.3%
Value ($000) $1,324 Shares 12,947 Est. Cost $62.82 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $1,316 Shares 12,534 Est. Cost $56.40 Unrealized +32.6%
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $1,276 Shares 11,048 Est. Cost $63.06 Unrealized +20.7%
DU PONT E I DE NEMOURS & CO 0.3%
Value ($000) $1,220 Shares 16,500 Est. Cost $53.17 Unrealized
PH PARKER HANNIFIN CORP 0.3%
Value ($000) $1,211 Shares 9,390 Est. Cost $78.33 Unrealized +30.2%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $1,086 Shares 15,702 Est. Cost $44.83 Unrealized +16.4%
APACHE CORP 0.2%
Value ($000) $1,078 Shares 17,200 Est. Cost $86.45 Unrealized
LKQ LKQ CORP 0.2%
Value ($000) $1,032 Shares 36,700 Est. Cost $24.70 Unrealized +1.5%
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $985 Shares 3,745 Est. Cost $60.30 Unrealized +17.7%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $954 Shares 11,423 Est. Cost $41.92 Unrealized +21.6%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $940 Shares 4,990 Est. Cost $180.28 Unrealized
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $875 Shares 10,800 Est. Cost $67.82 Unrealized
TR TOOTSIE ROLL INDS INC 0.2%
Value ($000) $865 Shares 28,213 Est. Cost $22.77 Unrealized -1.9%
SBNY SIGNATURE BK NEW YORK N Y 0.2%
Value ($000) $821 Shares 6,520 Est. Cost $91.58 Unrealized
HP HELMERICH & PAYNE INC 0.2%
Value ($000) $795 Shares 11,787 Est. Cost $63.43 Unrealized +22.8%
PLAINS GP HLDGS L P 0.2%
Value ($000) $787 Shares 30,630 Est. Cost $26.78 Unrealized
MARKET VECTORS ETF TR 0.2%
Value ($000) $785 Shares 42,700 Est. Cost $24.65 Unrealized
OEF ISHARES TR 0.2%
Value ($000) $781 Shares 8,586 Est. Cost $71.97 Unrealized
TIFFANY & CO NEW 0.2%
Value ($000) $776 Shares 7,264 Est. Cost $73.62 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $725 Shares 7,790 Est. Cost $75.52 Unrealized +1.2%
LO-JACK CORP 0.2%
Value ($000) $689 Shares 271,130 Est. Cost $3.21 Unrealized
TE CONNECTIVITY LTD 0.2%
Value ($000) $684 Shares 10,821 Est. Cost $45.52 Unrealized
MOS MOSAIC CO NEW 0.2%
Value ($000) $678 Shares 14,850 Est. Cost $37.03 Unrealized -4.2%
BA BOEING CO 0.2%
Value ($000) $677 Shares 5,210 Est. Cost $111.68 Unrealized -0.9%
CHD CHURCH & DWIGHT INC 0.1%
Value ($000) $640 Shares 8,120 Est. Cost $26.49 Unrealized +20.2%
COP CONOCOPHILLIPS 0.1%
Value ($000) $627 Shares 9,078 Est. Cost $40.20 Unrealized +21.5%
ZBH ZIMMER HLDGS INC 0.1%
Value ($000) $618 Shares 5,452 Est. Cost $67.30 Unrealized +42.9%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $580 Shares 7,127 Est. Cost $49.82 Unrealized -1.2%
GLD SPDR GOLD TRUST 0.1%
Value ($000) $574 Shares 5,056 Est. Cost $118.49 Unrealized
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $571 Shares 8,530 Est. Cost $63.96 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $541 Shares 12,042 Est. Cost $22.82 Unrealized +27.6%
POTASH CORP SASK INC 0.1%
Value ($000) $539 Shares 15,250 Est. Cost $33.85 Unrealized
ANADARKO PETE CORP 0.1%
Value ($000) $529 Shares 6,410 Est. Cost $91.39 Unrealized
SWEDISH EXPT CR CORP 0.1%
Value ($000) $521 Shares 82,610 Est. Cost $8.09 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $520 Shares 10,000 Est. Cost $29.33 Unrealized +22.8%
TYCO INTL PLC 0.1%
Value ($000) $518 Shares 11,813 Est. Cost $43.85 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $483 Shares 2,650 Est. Cost $88.14 Unrealized +16.7%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $458 Shares 3,106 Est. Cost $62.64 Unrealized +82.4%
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $458 Shares 43,513 Est. Cost $4.66 Unrealized +38.2%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $457 Shares 3,222 Est. Cost $86.56 Unrealized +26.4%
TGT TARGET CORP 0.1%
Value ($000) $454 Shares 5,980 Est. Cost $48.00 Unrealized +1.2%
LLY LILLY ELI & CO 0.1%
Value ($000) $437 Shares 6,341 Est. Cost $42.21 Unrealized +30.8%
D DOMINION RES INC VA NEW 0.1%
Value ($000) $434 Shares 5,650 Est. Cost $36.02 Unrealized +25.1%
LAM RESEARCH CORP 0.1%
Value ($000) $428 Shares 5,400 Est. Cost $44.31 Unrealized
CE CELANESE CORP DEL 0.1%
Value ($000) $417 Shares 6,950 Est. Cost $37.17 Unrealized +27.1%
LNC LINCOLN NATL CORP IND 0.1%
Value ($000) $412 Shares 7,150 Est. Cost $22.50 Unrealized +62.6%
GOOGLE INC 0.1%
Value ($000) $404 Shares 761 Est. Cost $892.21 Unrealized
SPECTRA ENERGY CORP 0.1%
Value ($000) $399 Shares 11,000 Est. Cost $34.48 Unrealized
WISCONSIN ENERGY CORP 0.1%
Value ($000) $396 Shares 7,500 Est. Cost $40.93 Unrealized
VIG VANGUARD SPECIALIZED PORTFOL 0.1%
Value ($000) $394 Shares 4,853 Est. Cost $71.16 Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $380 Shares 9,370 Est. Cost $24.75 Unrealized +20.2%
APH AMPHENOL CORP NEW 0.1%
Value ($000) $376 Shares 6,992 Est. Cost $10.68 Unrealized +7.8%
GOOGLE INC 0.1%
Value ($000) $358 Shares 681 Est. Cost $575.41 Unrealized
ENCANA CORP 0.1%
Value ($000) $355 Shares 25,605 Est. Cost $16.94 Unrealized
NORTHEAST UTILS 0.1%
Value ($000) $355 Shares 6,626 Est. Cost $43.51 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $350 Shares 5,924 Est. Cost $29.94 Unrealized +30.0%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $341 Shares 8,067 Est. Cost $22.45 Unrealized 0.0%
SO SOUTHERN CO 0.1%
Value ($000) $333 Shares 6,780 Est. Cost $26.75 Unrealized +10.3%
HIFS HINGHAM INSTN SVGS MASS 0.1%
Value ($000) $331 Shares 3,800 Est. Cost $55.69 Unrealized +31.5%
MO ALTRIA GROUP INC 0.1%
Value ($000) $330 Shares 6,705 Est. Cost $16.28 Unrealized +46.0%
OKE ONEOK INC NEW 0.1%
Value ($000) $319 Shares 6,400 Est. Cost $19.74 Unrealized +40.7%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $316 Shares 6,757 Est. Cost $26.01 Unrealized +6.4%
AON PLC 0.1%
Value ($000) $311 Shares 3,278 Est. Cost $64.37 Unrealized
RY ROYAL BK CDA MONTREAL QUE 0.1%
Value ($000) $311 Shares 4,506 Est. Cost $59.71 Unrealized +18.4%
KEURIG GREEN MTN INC 0.1%
Value ($000) $298 Shares 2,250 Est. Cost $105.78 Unrealized
UNILEVER N V 0.1%
Value ($000) $293 Shares 7,500 Est. Cost $39.29 Unrealized
CAREFUSION CORP 0.1%
Value ($000) $285 Shares 4,808 Est. Cost $44.30 Unrealized
HOLX HOLOGIC INC 0.1%
Value ($000) $267 Shares 10,000 Est. Cost $20.89 Unrealized +23.6%
EQT EQT CORP 0.1%
Value ($000) $252 Shares 3,335 Est. Cost $40.94 Unrealized +6.0%
NKE NIKE INC 0.1%
Value ($000) $251 Shares 2,606 Est. Cost $32.14 Unrealized +26.8%
VNO VORNADO RLTY TR 0.1%
Value ($000) $249 Shares 2,112 Est. Cost $98.48 Unrealized
KMX CARMAX INC 0.1%
Value ($000) $249 Shares 3,743 Est. Cost $55.45 Unrealized 0.0%
AMGN AMGEN INC 0.1%
Value ($000) $231 Shares 1,450 Est. Cost $94.52 Unrealized +19.9%
PAYX PAYCHEX INC 0.1%
Value ($000) $224 Shares 4,860 Est. Cost $25.02 Unrealized +31.7%
MMLP MARTIN MIDSTREAM PRTNRS L P 0.1%
Value ($000) $222 Shares 8,267 Est. Cost $41.13 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $222 Shares 2,090 Est. Cost $18.89 Unrealized 0.0%
HEWLETT PACKARD CO 0.0%
Value ($000) $217 Shares 5,400 Est. Cost $40.19 Unrealized
TORTOISE MLP FD INC 0.0%
Value ($000) $215 Shares 7,701 Est. Cost $29.87 Unrealized
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $215 Shares 6,950 Est. Cost $9.21 Unrealized +11.6%
HON HONEYWELL INTL INC 0.0%
Value ($000) $211 Shares 2,108 Est. Cost $68.28 Unrealized 0.0%
NVS NOVARTIS A G 0.0%
Value ($000) $211 Shares 2,279 Est. Cost $90.39 Unrealized
THE ADT CORPORATION 0.0%
Value ($000) $209 Shares 5,779 Est. Cost $39.49 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $208 Shares 1,200 Est. Cost $143.89 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $207 Shares 1,484 Est. Cost $107.84 Unrealized 0.0%
DENTSPLY INTL INC NEW 0.0%
Value ($000) $202 Shares 3,800 Est. Cost $53.16 Unrealized