Marble Harbor Investment Counsel, LLC Diversified Active

CIK: 0001387130 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Aug 4, 2015

Total Value ($000): $391,449 (100.0% shares, 0.0% debt)

Holdings (130)

XOM EXXON MOBIL CORP 4.4%
Value ($000) $17,375 Shares 208,833 Est. Cost $53.77 Unrealized +1.0%
PG PROCTER & GAMBLE CO 3.8%
Value ($000) $15,050 Shares 192,360 Est. Cost $55.00 Unrealized +9.0%
ABBV ABBVIE INC 3.5%
Value ($000) $13,718 Shares 204,166 Est. Cost $26.76 Unrealized +58.2%
ADP AUTOMATIC DATA PROCESSING IN 3.3%
Value ($000) $12,973 Shares 161,696 Est. Cost $52.44 Unrealized +28.9%
PFE PFIZER INC 3.2%
Value ($000) $12,622 Shares 376,435 Est. Cost $16.46 Unrealized +26.2%
ABT ABBOTT LABS 3.2%
Value ($000) $12,616 Shares 257,060 Est. Cost $30.77 Unrealized +27.8%
AAPL APPLE INC 3.0%
Value ($000) $11,825 Shares 94,279 Est. Cost $18.36 Unrealized +55.5%
CSCO CISCO SYS INC 3.0%
Value ($000) $11,820 Shares 430,446 Est. Cost $15.26 Unrealized +35.2%
GENERAL ELECTRIC CO 2.9%
Value ($000) $11,312 Shares 425,734 Est. Cost $23.24 Unrealized
IRM IRON MTN INC NEW 2.8%
Value ($000) $11,041 Shares 356,149 Est. Cost $20.80 Unrealized -8.2%
PEP PEPSICO INC 2.5%
Value ($000) $9,814 Shares 105,138 Est. Cost $56.00 Unrealized +23.8%
MSFT MICROSOFT CORP 2.5%
Value ($000) $9,601 Shares 217,474 Est. Cost $26.88 Unrealized +46.2%
HEALTHCARE RLTY TR 2.3%
Value ($000) $9,009 Shares 387,317 Est. Cost $24.46 Unrealized
FISV FISERV INC 2.2%
Value ($000) $8,615 Shares 104,012 Est. Cost $24.90 Unrealized +61.5%
NTRS NORTHERN TR CORP 2.2%
Value ($000) $8,614 Shares 112,665 Est. Cost $40.35 Unrealized +39.0%
LINEAR TECHNOLOGY CORP 2.2%
Value ($000) $8,610 Shares 194,660 Est. Cost $37.25 Unrealized
SLB SCHLUMBERGER LTD 2.2%
Value ($000) $8,528 Shares 98,941 Est. Cost $54.04 Unrealized +23.6%
MMM 3M CO 2.2%
Value ($000) $8,487 Shares 55,002 Est. Cost $61.26 Unrealized +54.8%
WALGREENS BOOTS ALLIANCE INC 2.1%
Value ($000) $8,269 Shares 97,933 Est. Cost $76.20 Unrealized
MDT MEDTRONIC PLC 2.0%
Value ($000) $8,016 Shares 108,176 Est. Cost $58.10 Unrealized +1.2%
VWO VANGUARD INTL EQUITY INDEX F 2.0%
Value ($000) $7,913 Shares 193,569 Est. Cost $39.52 Unrealized
BOH BANK HAWAII CORP 2.0%
Value ($000) $7,688 Shares 115,300 Est. Cost $38.40 Unrealized +12.3%
WFC WELLS FARGO & CO NEW 1.8%
Value ($000) $7,046 Shares 125,290 Est. Cost $27.80 Unrealized +48.8%
VOD VODAFONE GROUP PLC NEW 1.8%
Value ($000) $6,983 Shares 191,584 Est. Cost $34.33 Unrealized
KO COCA COLA CO 1.7%
Value ($000) $6,844 Shares 174,457 Est. Cost $27.81 Unrealized +4.4%
APD AIR PRODS & CHEMS INC 1.5%
Value ($000) $6,012 Shares 43,941 Est. Cost $79.28 Unrealized +32.3%
EBAY EBAY INC 1.4%
Value ($000) $5,482 Shares 91,005 Est. Cost $20.15 Unrealized +10.2%
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $5,480 Shares 56,230 Est. Cost $60.05 Unrealized +24.0%
ORLY O REILLY AUTOMOTIVE INC NEW 1.4%
Value ($000) $5,361 Shares 23,725 Est. Cost $7.19 Unrealized +106.1%
DIS DISNEY WALT CO 1.4%
Value ($000) $5,286 Shares 46,315 Est. Cost $61.55 Unrealized +62.5%
ECL ECOLAB INC 1.3%
Value ($000) $4,962 Shares 43,883 Est. Cost $73.48 Unrealized +39.1%
STERICYCLE INC 1.1%
Value ($000) $4,336 Shares 32,380 Est. Cost $111.46 Unrealized
COACH INC 1.1%
Value ($000) $4,192 Shares 121,112 Est. Cost $44.93 Unrealized
MRK MERCK & CO INC NEW 0.9%
Value ($000) $3,559 Shares 62,520 Est. Cost $30.02 Unrealized +34.0%
IDXX IDEXX LABS INC 0.9%
Value ($000) $3,539 Shares 55,178 Est. Cost $61.12 Unrealized +13.3%
MCD MCDONALDS CORP 0.9%
Value ($000) $3,472 Shares 36,520 Est. Cost $71.92 Unrealized +3.1%
WMT WAL-MART STORES INC 0.9%
Value ($000) $3,344 Shares 47,146 Est. Cost $20.02 Unrealized +4.3%
SYK STRYKER CORP 0.8%
Value ($000) $3,164 Shares 33,105 Est. Cost $57.21 Unrealized +46.5%
EMR EMERSON ELEC CO 0.8%
Value ($000) $2,936 Shares 52,962 Est. Cost $40.15 Unrealized +10.2%
LKQ LKQ CORP 0.7%
Value ($000) $2,883 Shares 95,330 Est. Cost $24.69 Unrealized +1.1%
DEO DIAGEO P L C 0.7%
Value ($000) $2,863 Shares 24,675 Est. Cost $114.91 Unrealized
PGR PROGRESSIVE CORP OHIO 0.7%
Value ($000) $2,746 Shares 98,661 Est. Cost $17.51 Unrealized +14.7%
EXPD EXPEDITORS INTL WASH INC 0.7%
Value ($000) $2,656 Shares 57,600 Est. Cost $31.69 Unrealized +29.5%
UNITED TECHNOLOGIES CORP 0.7%
Value ($000) $2,598 Shares 23,417 Est. Cost $92.95 Unrealized
SIGMA ALDRICH CORP 0.6%
Value ($000) $2,237 Shares 16,051 Est. Cost $81.39 Unrealized
CDK GLOBAL INC 0.6%
Value ($000) $2,213 Shares 41,001 Est. Cost $40.75 Unrealized
INTC INTEL CORP 0.6%
Value ($000) $2,167 Shares 71,258 Est. Cost $17.33 Unrealized +44.8%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.5%
Value ($000) $2,082 Shares 35,235 Est. Cost $39.20 Unrealized
EOG EOG RES INC 0.5%
Value ($000) $2,052 Shares 23,435 Est. Cost $67.96 Unrealized -0.2%
QCOM QUALCOMM INC 0.5%
Value ($000) $2,037 Shares 32,523 Est. Cost $47.13 Unrealized +6.8%
T AT&T INC 0.5%
Value ($000) $1,989 Shares 55,985 Est. Cost $11.41 Unrealized +7.0%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $1,859 Shares 19,271 Est. Cost $71.38 Unrealized -6.9%
EW EDWARDS LIFESCIENCES CORP 0.5%
Value ($000) $1,852 Shares 13,000 Est. Cost $11.84 Unrealized +90.7%
PRAXAIR INC 0.4%
Value ($000) $1,612 Shares 13,485 Est. Cost $116.05 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $1,459 Shares 8,967 Est. Cost $117.86 Unrealized -12.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $1,387 Shares 10,191 Est. Cost $116.85 Unrealized +22.1%
DHR DANAHER CORP DEL 0.3%
Value ($000) $1,352 Shares 15,800 Est. Cost $25.11 Unrealized +38.9%
E M C CORP MASS 0.3%
Value ($000) $1,317 Shares 49,900 Est. Cost $23.67 Unrealized
JOHNSON CTLS INC 0.3%
Value ($000) $1,289 Shares 26,023 Est. Cost $35.78 Unrealized
CHUBB CORP 0.3%
Value ($000) $1,208 Shares 12,693 Est. Cost $85.08 Unrealized
TR TOOTSIE ROLL INDS INC 0.3%
Value ($000) $1,207 Shares 37,347 Est. Cost $24.29 Unrealized +4.1%
GLP GLOBAL PARTNERS LP 0.3%
Value ($000) $1,187 Shares 36,600 Est. Cost $36.15 Unrealized
PH PARKER HANNIFIN CORP 0.3%
Value ($000) $1,174 Shares 10,090 Est. Cost $80.17 Unrealized +26.6%
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $1,108 Shares 5,870 Est. Cost $181.58 Unrealized
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $1,070 Shares 10,098 Est. Cost $63.06 Unrealized +20.3%
DU PONT E I DE NEMOURS & CO 0.3%
Value ($000) $1,055 Shares 16,500 Est. Cost $53.17 Unrealized
CORE LABORATORIES N V 0.2%
Value ($000) $964 Shares 8,450 Est. Cost $153.91 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $862 Shares 13,172 Est. Cost $44.83 Unrealized +18.2%
HD HOME DEPOT INC 0.2%
Value ($000) $860 Shares 7,739 Est. Cost $56.40 Unrealized +54.4%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $807 Shares 11,422 Est. Cost $41.92 Unrealized +16.2%
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $807 Shares 10,800 Est. Cost $67.99 Unrealized
MARKET VECTORS ETF TR 0.2%
Value ($000) $804 Shares 45,275 Est. Cost $24.26 Unrealized
MOS MOSAIC CO NEW 0.2%
Value ($000) $696 Shares 14,850 Est. Cost $37.03 Unrealized -1.0%
PNR PENTAIR PLC 0.2%
Value ($000) $695 Shares 10,105 Est. Cost $40.64 Unrealized -12.9%
BA BOEING CO 0.2%
Value ($000) $681 Shares 4,910 Est. Cost $111.68 Unrealized +15.4%
LO-JACK CORP 0.2%
Value ($000) $673 Shares 195,130 Est. Cost $3.21 Unrealized
SWEDISH EXPT CR CORP 0.2%
Value ($000) $639 Shares 102,810 Est. Cost $7.72 Unrealized
APACHE CORP 0.2%
Value ($000) $611 Shares 10,600 Est. Cost $86.45 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $583 Shares 7,500 Est. Cost $75.52 Unrealized -9.9%
ZBH ZIMMER BIOMET HLDGS INC 0.1%
Value ($000) $563 Shares 5,152 Est. Cost $67.30 Unrealized +50.8%
COP CONOCOPHILLIPS 0.1%
Value ($000) $557 Shares 9,078 Est. Cost $40.20 Unrealized +15.4%
GLD SPDR GOLD TRUST 0.1%
Value ($000) $540 Shares 4,806 Est. Cost $118.49 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $539 Shares 6,720 Est. Cost $49.82 Unrealized -3.0%
TGT TARGET CORP 0.1%
Value ($000) $517 Shares 6,330 Est. Cost $48.61 Unrealized +21.5%
POTASH CORP SASK INC 0.1%
Value ($000) $503 Shares 16,250 Est. Cost $33.72 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $496 Shares 5,941 Est. Cost $42.21 Unrealized +49.7%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $493 Shares 3,106 Est. Cost $62.64 Unrealized +114.9%
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $492 Shares 43,513 Est. Cost $4.66 Unrealized +56.9%
CE CELANESE CORP DEL 0.1%
Value ($000) $442 Shares 6,150 Est. Cost $37.17 Unrealized +46.1%
HIFS HINGHAM INSTN SVGS MASS 0.1%
Value ($000) $437 Shares 3,800 Est. Cost $55.69 Unrealized +73.0%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $435 Shares 1,580 Est. Cost $60.30 Unrealized +42.3%
CELGENE CORP 0.1%
Value ($000) $424 Shares 3,660 Est. Cost $115.61 Unrealized
LNC LINCOLN NATL CORP IND 0.1%
Value ($000) $423 Shares 7,150 Est. Cost $22.50 Unrealized +76.2%
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $420 Shares 7,365 Est. Cost $63.96 Unrealized
LAM RESEARCH CORP 0.1%
Value ($000) $407 Shares 5,000 Est. Cost $44.31 Unrealized
GOOGLE INC 0.1%
Value ($000) $400 Shares 741 Est. Cost $892.21 Unrealized
TE CONNECTIVITY LTD 0.1%
Value ($000) $384 Shares 5,973 Est. Cost $45.52 Unrealized
HOLX HOLOGIC INC 0.1%
Value ($000) $381 Shares 10,000 Est. Cost $20.89 Unrealized +67.6%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $378 Shares 2,800 Est. Cost $86.56 Unrealized +38.9%
D DOMINION RES INC VA NEW 0.1%
Value ($000) $375 Shares 5,610 Est. Cost $36.02 Unrealized +23.8%
PLUM CREEK TIMBER CO INC 0.1%
Value ($000) $361 Shares 8,900 Est. Cost $43.48 Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $345 Shares 8,219 Est. Cost $24.75 Unrealized +32.0%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $337 Shares 7,500 Est. Cost $33.96 Unrealized 0.0%
GOOGLE INC 0.1%
Value ($000) $334 Shares 641 Est. Cost $575.41 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $328 Shares 6,705 Est. Cost $16.28 Unrealized +55.2%
AON PLC 0.1%
Value ($000) $327 Shares 3,278 Est. Cost $64.37 Unrealized
SPECTRA ENERGY CORP 0.1%
Value ($000) $326 Shares 10,000 Est. Cost $34.48 Unrealized
ES EVERSOURCE ENERGY 0.1%
Value ($000) $301 Shares 6,626 Est. Cost $36.21 Unrealized -7.1%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $298 Shares 4,477 Est. Cost $29.94 Unrealized +53.7%
SO SOUTHERN CO 0.1%
Value ($000) $284 Shares 6,780 Est. Cost $26.75 Unrealized +3.9%
RY ROYAL BK CDA MONTREAL QUE 0.1%
Value ($000) $276 Shares 4,506 Est. Cost $59.71 Unrealized +7.8%
USB US BANCORP DEL 0.1%
Value ($000) $276 Shares 6,357 Est. Cost $22.82 Unrealized +31.0%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $272 Shares 5,841 Est. Cost $26.01 Unrealized +8.9%
TYCO INTL PLC 0.1%
Value ($000) $268 Shares 6,965 Est. Cost $43.85 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $263 Shares 1,857 Est. Cost $109.99 Unrealized +6.7%
AMGN AMGEN INC 0.1%
Value ($000) $261 Shares 1,700 Est. Cost $97.54 Unrealized +20.6%
ANADARKO PETE CORP 0.1%
Value ($000) $258 Shares 3,310 Est. Cost $91.39 Unrealized
OKE ONEOK INC NEW 0.1%
Value ($000) $253 Shares 6,400 Est. Cost $19.74 Unrealized +16.0%
KMX CARMAX INC 0.1%
Value ($000) $248 Shares 3,743 Est. Cost $55.45 Unrealized +28.5%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $241 Shares 5,000 Est. Cost $29.33 Unrealized +25.6%
SBUX STARBUCKS CORP 0.1%
Value ($000) $236 Shares 4,400 Est. Cost $36.12 Unrealized +13.3%
PAYX PAYCHEX INC 0.1%
Value ($000) $228 Shares 4,860 Est. Cost $25.02 Unrealized +41.6%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $225 Shares 1,925 Est. Cost $75.98 Unrealized 0.0%
HON HONEYWELL INTL INC 0.1%
Value ($000) $215 Shares 2,108 Est. Cost $68.28 Unrealized +9.5%
VIOO VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $209 Shares 1,955 Est. Cost $106.91 Unrealized
UNILEVER N V 0.1%
Value ($000) $209 Shares 5,000 Est. Cost $39.29 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $205 Shares 2,090 Est. Cost $18.89 Unrealized +2.1%
FDX FEDEX CORP 0.1%
Value ($000) $204 Shares 1,200 Est. Cost $148.37 Unrealized 0.0%
CSL CARLISLE COS INC 0.1%
Value ($000) $200 Shares 2,000 Est. Cost $85.71 Unrealized 0.0%
VNO VORNADO RLTY TR 0.1%
Value ($000) $200 Shares 2,112 Est. Cost $98.48 Unrealized