Marble Harbor Investment Counsel, LLC Diversified Active

CIK: 0001387130 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Nov 4, 2015

Total Value ($000): $363,491 (100.0% shares, 0.0% debt)

Holdings (129)

XOM EXXON MOBIL CORP 4.3%
Value ($000) $15,625 Shares 210,153 Est. Cost $53.77 Unrealized -8.7%
PG PROCTER & GAMBLE CO 3.8%
Value ($000) $13,793 Shares 191,724 Est. Cost $55.00 Unrealized +2.4%
ADP AUTOMATIC DATA PROCESSING IN 3.6%
Value ($000) $12,968 Shares 161,371 Est. Cost $52.44 Unrealized +21.8%
PFE PFIZER INC 3.3%
Value ($000) $11,814 Shares 376,135 Est. Cost $16.46 Unrealized +25.2%
CSCO CISCO SYS INC 3.1%
Value ($000) $11,240 Shares 428,196 Est. Cost $15.26 Unrealized +28.3%
VWO VANGUARD INTL EQUITY INDEX F 3.1%
Value ($000) $11,236 Shares 339,556 Est. Cost $36.75 Unrealized
ABBV ABBVIE INC 3.0%
Value ($000) $11,041 Shares 202,922 Est. Cost $26.76 Unrealized +58.9%
IRM IRON MTN INC NEW 3.0%
Value ($000) $10,999 Shares 354,579 Est. Cost $20.80 Unrealized -20.5%
AAPL APPLE INC 3.0%
Value ($000) $10,926 Shares 99,057 Est. Cost $18.75 Unrealized +40.2%
GENERAL ELECTRIC CO 2.9%
Value ($000) $10,688 Shares 423,784 Est. Cost $23.24 Unrealized
ABT ABBOTT LABS 2.8%
Value ($000) $10,355 Shares 257,455 Est. Cost $30.77 Unrealized +26.1%
PEP PEPSICO INC 2.7%
Value ($000) $9,844 Shares 104,385 Est. Cost $56.00 Unrealized +24.1%
HEALTHCARE RLTY TR 2.7%
Value ($000) $9,676 Shares 389,374 Est. Cost $24.46 Unrealized
MSFT MICROSOFT CORP 2.6%
Value ($000) $9,612 Shares 217,174 Est. Cost $26.88 Unrealized +44.8%
FISV FISERV INC 2.4%
Value ($000) $8,772 Shares 101,282 Est. Cost $24.90 Unrealized +73.7%
WALGREENS BOOTS ALLIANCE INC 2.2%
Value ($000) $8,076 Shares 97,183 Est. Cost $76.20 Unrealized
LINEAR TECHNOLOGY CORP 2.2%
Value ($000) $7,869 Shares 195,010 Est. Cost $37.25 Unrealized
MMM 3M CO 2.1%
Value ($000) $7,798 Shares 55,002 Est. Cost $61.26 Unrealized +42.8%
NTRS NORTHERN TR CORP 2.1%
Value ($000) $7,673 Shares 112,575 Est. Cost $40.35 Unrealized +37.6%
BOH BANK HAWAII CORP 2.0%
Value ($000) $7,285 Shares 114,745 Est. Cost $38.40 Unrealized +16.2%
KO COCA COLA CO 1.9%
Value ($000) $6,913 Shares 172,307 Est. Cost $27.81 Unrealized +3.7%
SLB SCHLUMBERGER LTD 1.8%
Value ($000) $6,534 Shares 94,736 Est. Cost $54.04 Unrealized +9.0%
WFC WELLS FARGO & CO NEW 1.7%
Value ($000) $6,317 Shares 123,010 Est. Cost $27.80 Unrealized +47.8%
VOD VODAFONE GROUP PLC NEW 1.6%
Value ($000) $5,933 Shares 186,933 Est. Cost $34.33 Unrealized
ORLY O REILLY AUTOMOTIVE INC NEW 1.6%
Value ($000) $5,906 Shares 23,625 Est. Cost $7.19 Unrealized +124.4%
APD AIR PRODS & CHEMS INC 1.5%
Value ($000) $5,610 Shares 43,971 Est. Cost $79.28 Unrealized +24.1%
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $5,228 Shares 56,007 Est. Cost $60.05 Unrealized +20.7%
DIS DISNEY WALT CO 1.4%
Value ($000) $4,968 Shares 48,615 Est. Cost $63.36 Unrealized +57.4%
ECL ECOLAB INC 1.3%
Value ($000) $4,799 Shares 43,743 Est. Cost $73.48 Unrealized +35.8%
STERICYCLE INC 1.2%
Value ($000) $4,497 Shares 32,280 Est. Cost $111.46 Unrealized
IDXX IDEXX LABS INC 1.1%
Value ($000) $4,101 Shares 55,228 Est. Cost $61.12 Unrealized +17.2%
MCD MCDONALDS CORP 1.0%
Value ($000) $3,559 Shares 36,120 Est. Cost $71.92 Unrealized +4.8%
PYPL PAYPAL HLDGS INC 0.9%
Value ($000) $3,237 Shares 104,280 Est. Cost $35.85 Unrealized 0.0%
COACH INC 0.9%
Value ($000) $3,216 Shares 111,162 Est. Cost $44.93 Unrealized
SYK STRYKER CORP 0.9%
Value ($000) $3,115 Shares 33,105 Est. Cost $57.21 Unrealized +53.6%
PGR PROGRESSIVE CORP OHIO 0.9%
Value ($000) $3,090 Shares 100,861 Est. Cost $17.61 Unrealized +26.4%
MRK MERCK & CO INC NEW 0.8%
Value ($000) $3,078 Shares 62,320 Est. Cost $30.02 Unrealized +27.9%
WMT WAL-MART STORES INC 0.8%
Value ($000) $3,054 Shares 47,096 Est. Cost $20.02 Unrealized -5.6%
LKQ LKQ CORP 0.8%
Value ($000) $2,808 Shares 99,030 Est. Cost $24.79 Unrealized +10.3%
EXPD EXPEDITORS INTL WASH INC 0.7%
Value ($000) $2,701 Shares 57,400 Est. Cost $31.69 Unrealized +30.5%
EBAY EBAY INC 0.7%
Value ($000) $2,591 Shares 106,030 Est. Cost $20.68 Unrealized +15.7%
DEO DIAGEO P L C 0.7%
Value ($000) $2,479 Shares 22,995 Est. Cost $114.91 Unrealized
EMR EMERSON ELEC CO 0.6%
Value ($000) $2,271 Shares 51,415 Est. Cost $40.15 Unrealized -7.0%
SIGMA ALDRICH CORP 0.6%
Value ($000) $2,230 Shares 16,051 Est. Cost $81.39 Unrealized
INTC INTEL CORP 0.6%
Value ($000) $2,129 Shares 70,635 Est. Cost $17.33 Unrealized +30.6%
UNITED TECHNOLOGIES CORP 0.6%
Value ($000) $2,074 Shares 23,307 Est. Cost $92.95 Unrealized
EOG EOG RES INC 0.5%
Value ($000) $1,961 Shares 26,935 Est. Cost $66.55 Unrealized -14.1%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.5%
Value ($000) $1,958 Shares 34,675 Est. Cost $39.20 Unrealized
T AT&T INC 0.5%
Value ($000) $1,868 Shares 57,336 Est. Cost $11.43 Unrealized +7.3%
EW EDWARDS LIFESCIENCES CORP 0.5%
Value ($000) $1,848 Shares 13,000 Est. Cost $11.84 Unrealized +103.9%
CDK GLOBAL INC 0.5%
Value ($000) $1,838 Shares 38,463 Est. Cost $40.75 Unrealized
QCOM QUALCOMM INC 0.5%
Value ($000) $1,697 Shares 31,583 Est. Cost $47.13 Unrealized -6.4%
CHUBB CORP 0.4%
Value ($000) $1,535 Shares 12,518 Est. Cost $85.08 Unrealized
CVX CHEVRON CORP NEW 0.4%
Value ($000) $1,512 Shares 19,171 Est. Cost $71.38 Unrealized -24.6%
DHR DANAHER CORP DEL 0.4%
Value ($000) $1,461 Shares 17,150 Est. Cost $25.96 Unrealized +38.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $1,329 Shares 10,191 Est. Cost $116.85 Unrealized +17.2%
PRAXAIR INC 0.4%
Value ($000) $1,284 Shares 12,605 Est. Cost $116.05 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $1,246 Shares 8,592 Est. Cost $117.86 Unrealized -19.1%
TR TOOTSIE ROLL INDS INC 0.3%
Value ($000) $1,203 Shares 38,434 Est. Cost $24.31 Unrealized +3.4%
MDT MEDTRONIC PLC 0.3%
Value ($000) $1,194 Shares 17,833 Est. Cost $58.10 Unrealized -1.9%
GLP GLOBAL PARTNERS LP 0.3%
Value ($000) $1,164 Shares 41,100 Est. Cost $35.29 Unrealized
E M C CORP MASS 0.3%
Value ($000) $1,157 Shares 47,900 Est. Cost $23.67 Unrealized
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $1,101 Shares 10,098 Est. Cost $63.06 Unrealized +22.7%
JOHNSON CTLS INC 0.3%
Value ($000) $1,056 Shares 25,523 Est. Cost $35.78 Unrealized
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $1,031 Shares 5,870 Est. Cost $181.58 Unrealized
PH PARKER HANNIFIN CORP 0.3%
Value ($000) $1,001 Shares 10,290 Est. Cost $80.39 Unrealized +14.0%
HD HOME DEPOT INC 0.2%
Value ($000) $894 Shares 7,739 Est. Cost $56.40 Unrealized +60.4%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $836 Shares 13,172 Est. Cost $44.83 Unrealized +14.4%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $822 Shares 11,422 Est. Cost $41.92 Unrealized +12.5%
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $816 Shares 10,800 Est. Cost $67.99 Unrealized
DU PONT E I DE NEMOURS & CO 0.2%
Value ($000) $795 Shares 16,500 Est. Cost $53.17 Unrealized
EEM ISHARES TR 0.2%
Value ($000) $744 Shares 22,700 Est. Cost $32.78 Unrealized
CORE LABORATORIES N V 0.2%
Value ($000) $679 Shares 6,801 Est. Cost $153.91 Unrealized
BA BOEING CO 0.2%
Value ($000) $643 Shares 4,910 Est. Cost $111.68 Unrealized +10.4%
LO-JACK CORP 0.2%
Value ($000) $566 Shares 195,130 Est. Cost $3.21 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $534 Shares 7,200 Est. Cost $75.52 Unrealized -12.3%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $533 Shares 6,720 Est. Cost $49.82 Unrealized -1.9%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $515 Shares 3,106 Est. Cost $62.64 Unrealized +126.1%
TGT TARGET CORP 0.1%
Value ($000) $510 Shares 6,480 Est. Cost $48.84 Unrealized +20.1%
LLY LILLY ELI & CO 0.1%
Value ($000) $497 Shares 5,941 Est. Cost $42.21 Unrealized +66.9%
ZBH ZIMMER BIOMET HLDGS INC 0.1%
Value ($000) $484 Shares 5,152 Est. Cost $67.30 Unrealized +36.7%
GOOGLE INC 0.1%
Value ($000) $473 Shares 741 Est. Cost $892.21 Unrealized
GLD SPDR GOLD TRUST 0.1%
Value ($000) $464 Shares 4,341 Est. Cost $118.49 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $461 Shares 43,513 Est. Cost $4.66 Unrealized +57.2%
HIFS HINGHAM INSTN SVGS MASS 0.1%
Value ($000) $441 Shares 3,800 Est. Cost $55.69 Unrealized +84.0%
COP CONOCOPHILLIPS 0.1%
Value ($000) $435 Shares 9,078 Est. Cost $40.20 Unrealized -8.5%
MOS MOSAIC CO NEW 0.1%
Value ($000) $428 Shares 13,750 Est. Cost $37.03 Unrealized -9.4%
IEZ ISHARES TR 0.1%
Value ($000) $415 Shares 11,400 Est. Cost $36.40 Unrealized
SWEDISH EXPT CR CORP 0.1%
Value ($000) $406 Shares 77,860 Est. Cost $7.72 Unrealized
CELGENE CORP 0.1%
Value ($000) $396 Shares 3,660 Est. Cost $115.61 Unrealized
D DOMINION RES INC VA NEW 0.1%
Value ($000) $395 Shares 5,610 Est. Cost $36.02 Unrealized +24.8%
MARKET VECTORS ETF TR 0.1%
Value ($000) $395 Shares 28,775 Est. Cost $24.26 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $392 Shares 7,500 Est. Cost $33.96 Unrealized +2.5%
HOLX HOLOGIC INC 0.1%
Value ($000) $391 Shares 10,000 Est. Cost $20.89 Unrealized +89.8%
GOOGLE INC 0.1%
Value ($000) $390 Shares 641 Est. Cost $575.41 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $390 Shares 2,700 Est. Cost $86.56 Unrealized +38.2%
PNR PENTAIR PLC 0.1%
Value ($000) $377 Shares 7,380 Est. Cost $40.64 Unrealized -18.8%
TE CONNECTIVITY LTD 0.1%
Value ($000) $358 Shares 5,973 Est. Cost $45.52 Unrealized
PLUM CREEK TIMBER CO INC 0.1%
Value ($000) $352 Shares 8,900 Est. Cost $43.48 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $347 Shares 6,387 Est. Cost $16.28 Unrealized +65.9%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $341 Shares 1,530 Est. Cost $60.30 Unrealized +32.0%
CE CELANESE CORP DEL 0.1%
Value ($000) $340 Shares 5,750 Est. Cost $37.17 Unrealized +39.8%
LNC LINCOLN NATL CORP IND 0.1%
Value ($000) $339 Shares 7,150 Est. Cost $22.50 Unrealized +61.9%
ES EVERSOURCE ENERGY 0.1%
Value ($000) $335 Shares 6,626 Est. Cost $36.21 Unrealized -7.0%
LAM RESEARCH CORP 0.1%
Value ($000) $327 Shares 5,000 Est. Cost $44.31 Unrealized
ETFS GOLD TR 0.1%
Value ($000) $326 Shares 2,990 Est. Cost $109.03 Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $322 Shares 8,219 Est. Cost $24.75 Unrealized +29.3%
POTASH CORP SASK INC 0.1%
Value ($000) $309 Shares 15,050 Est. Cost $33.72 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $303 Shares 6,780 Est. Cost $26.75 Unrealized +5.9%
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $297 Shares 6,265 Est. Cost $63.96 Unrealized
AON PLC 0.1%
Value ($000) $290 Shares 3,278 Est. Cost $64.37 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $282 Shares 2,600 Est. Cost $92.93 Unrealized 0.0%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $265 Shares 4,477 Est. Cost $29.94 Unrealized +48.8%
SPECTRA ENERGY CORP 0.1%
Value ($000) $263 Shares 10,000 Est. Cost $34.48 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $254 Shares 5,841 Est. Cost $26.01 Unrealized +3.9%
SBUX STARBUCKS CORP 0.1%
Value ($000) $250 Shares 4,400 Est. Cost $36.12 Unrealized +25.5%
USB US BANCORP DEL 0.1%
Value ($000) $250 Shares 6,092 Est. Cost $22.82 Unrealized +30.6%
RY ROYAL BK CDA MONTREAL QUE 0.1%
Value ($000) $249 Shares 4,506 Est. Cost $59.71 Unrealized -4.6%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $246 Shares 1,857 Est. Cost $109.99 Unrealized +8.4%
APACHE CORP 0.1%
Value ($000) $237 Shares 6,050 Est. Cost $86.45 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $235 Shares 1,700 Est. Cost $97.54 Unrealized +19.2%
TYCO INTL PLC 0.1%
Value ($000) $233 Shares 6,965 Est. Cost $43.85 Unrealized
KMX CARMAX INC 0.1%
Value ($000) $222 Shares 3,743 Est. Cost $55.45 Unrealized +13.0%
VIG VANGUARD SPECIALIZED PORTFOL 0.1%
Value ($000) $210 Shares 2,845 Est. Cost $73.81 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $207 Shares 5,000 Est. Cost $29.33 Unrealized +14.3%
OKE ONEOK INC NEW 0.1%
Value ($000) $206 Shares 6,400 Est. Cost $19.74 Unrealized -3.2%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $204 Shares 2,090 Est. Cost $18.89 Unrealized +2.9%
PAYX PAYCHEX INC 0.1%
Value ($000) $202 Shares 4,237 Est. Cost $25.02 Unrealized +36.3%
UNILEVER N V 0.1%
Value ($000) $201 Shares 5,000 Est. Cost $39.29 Unrealized