Marble Harbor Investment Counsel, LLC Diversified Active

CIK: 0001387130 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: Nov 7, 2017

Total Value ($000): $404,752

Holdings (130)

XOM EXXON MOBIL CORP 4.4%
Value ($000) $17,709 Shares 211,851 Est. Cost $53.75 Unrealized -3.3%
PG PROCTER & GAMBLE CO 3.9%
Value ($000) $15,635 Shares 189,949 Est. Cost $55.00 Unrealized +12.1%
ADP AUTOMATIC DATA PROCESSING IN 3.6%
Value ($000) $14,577 Shares 162,486 Est. Cost $52.44 Unrealized +29.1%
GENERAL ELECTRIC CO 3.3%
Value ($000) $13,539 Shares 425,897 Est. Cost $23.33 Unrealized
CSCO CISCO SYS INC 3.0%
Value ($000) $12,183 Shares 427,937 Est. Cost $15.26 Unrealized +24.2%
MSFT MICROSOFT CORP 3.0%
Value ($000) $12,117 Shares 219,384 Est. Cost $27.41 Unrealized +68.1%
HEALTHCARE RLTY TR 2.9%
Value ($000) $11,928 Shares 386,154 Est. Cost $24.46 Unrealized
IRM IRON MTN INC NEW 2.9%
Value ($000) $11,732 Shares 345,965 Est. Cost $20.80 Unrealized -20.7%
ABBV ABBVIE INC 2.9%
Value ($000) $11,648 Shares 203,927 Est. Cost $26.90 Unrealized +38.0%
PFE PFIZER INC 2.7%
Value ($000) $10,936 Shares 368,945 Est. Cost $16.46 Unrealized +13.5%
AAPL APPLE INC 2.7%
Value ($000) $10,843 Shares 99,487 Est. Cost $18.79 Unrealized +20.0%
PEP PEPSICO INC 2.7%
Value ($000) $10,728 Shares 104,685 Est. Cost $56.28 Unrealized +30.2%
ABT ABBOTT LABS 2.6%
Value ($000) $10,700 Shares 255,805 Est. Cost $30.77 Unrealized +7.2%
FISV FISERV INC 2.5%
Value ($000) $10,051 Shares 97,982 Est. Cost $24.90 Unrealized +90.5%
MMM 3M CO 2.3%
Value ($000) $9,197 Shares 55,194 Est. Cost $61.61 Unrealized +50.6%
LINEAR TECHNOLOGY CORP 2.1%
Value ($000) $8,534 Shares 191,510 Est. Cost $37.25 Unrealized
WALGREENS BOOTS ALLIANCE INC 2.0%
Value ($000) $7,980 Shares 94,728 Est. Cost $76.20 Unrealized
BOH BANK HAWAII CORP 1.9%
Value ($000) $7,783 Shares 113,985 Est. Cost $38.40 Unrealized +14.4%
KO COCA COLA CO 1.9%
Value ($000) $7,775 Shares 167,607 Est. Cost $27.81 Unrealized +14.5%
SLB SCHLUMBERGER LTD 1.8%
Value ($000) $7,473 Shares 101,326 Est. Cost $54.13 Unrealized -1.8%
NTRS NORTHERN TR CORP 1.8%
Value ($000) $7,211 Shares 110,650 Est. Cost $40.35 Unrealized +18.7%
EEM ISHARES TR 1.7%
Value ($000) $7,039 Shares 205,525 Est. Cost $34.25 Unrealized
APD AIR PRODS & CHEMS INC 1.6%
Value ($000) $6,327 Shares 43,921 Est. Cost $79.28 Unrealized +19.5%
ORLY O REILLY AUTOMOTIVE INC NEW 1.5%
Value ($000) $6,248 Shares 22,833 Est. Cost $7.19 Unrealized +137.4%
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $6,125 Shares 56,607 Est. Cost $60.36 Unrealized +30.5%
WFC WELLS FARGO & CO NEW 1.5%
Value ($000) $5,997 Shares 124,005 Est. Cost $27.80 Unrealized +33.5%
VOD VODAFONE GROUP PLC NEW 1.5%
Value ($000) $5,883 Shares 183,542 Est. Cost $34.33 Unrealized
EATON VANCE FLTING RATE INC 1.4%
Value ($000) $5,849 Shares 444,453 Est. Cost $13.16 Unrealized
IDXX IDEXX LABS INC 1.2%
Value ($000) $4,988 Shares 63,685 Est. Cost $62.43 Unrealized +15.3%
ECL ECOLAB INC 1.2%
Value ($000) $4,772 Shares 42,793 Est. Cost $73.48 Unrealized +29.7%
DIS DISNEY WALT CO 1.2%
Value ($000) $4,763 Shares 47,965 Est. Cost $63.36 Unrealized +40.5%
MCD MCDONALDS CORP 1.1%
Value ($000) $4,625 Shares 36,800 Est. Cost $72.40 Unrealized +29.8%
PYPL PAYPAL HLDGS INC 1.1%
Value ($000) $4,344 Shares 112,530 Est. Cost $35.85 Unrealized +0.6%
VWO VANGUARD INTL EQUITY INDEX F 1.0%
Value ($000) $4,219 Shares 122,005 Est. Cost $36.75 Unrealized
STERICYCLE INC 1.0%
Value ($000) $4,191 Shares 33,210 Est. Cost $111.64 Unrealized
SYK STRYKER CORP 0.9%
Value ($000) $3,563 Shares 33,205 Est. Cost $57.21 Unrealized +54.1%
PGR PROGRESSIVE CORP OHIO 0.9%
Value ($000) $3,441 Shares 97,931 Est. Cost $17.61 Unrealized +36.5%
WMT WAL-MART STORES INC 0.8%
Value ($000) $3,431 Shares 50,096 Est. Cost $19.88 Unrealized -7.9%
LKQ LKQ CORP 0.8%
Value ($000) $3,401 Shares 106,505 Est. Cost $24.82 Unrealized +0.9%
COACH INC 0.8%
Value ($000) $3,327 Shares 82,979 Est. Cost $44.93 Unrealized
MRK MERCK & CO INC NEW 0.8%
Value ($000) $3,222 Shares 60,905 Est. Cost $30.02 Unrealized +20.0%
EXPD EXPEDITORS INTL WASH INC 0.7%
Value ($000) $2,838 Shares 58,150 Est. Cost $31.83 Unrealized +26.9%
EBAY EBAY INC 0.7%
Value ($000) $2,779 Shares 116,480 Est. Cost $20.83 Unrealized +3.9%
VOO VANGUARD INDEX FDS 0.7%
Value ($000) $2,708 Shares 14,360 Est. Cost $185.51 Unrealized
DEO DIAGEO P L C 0.6%
Value ($000) $2,567 Shares 23,795 Est. Cost $114.62 Unrealized
T AT&T INC 0.6%
Value ($000) $2,544 Shares 64,936 Est. Cost $11.75 Unrealized +17.8%
EMR EMERSON ELEC CO 0.6%
Value ($000) $2,494 Shares 45,865 Est. Cost $40.15 Unrealized -6.9%
EOG EOG RES INC 0.6%
Value ($000) $2,455 Shares 33,825 Est. Cost $63.26 Unrealized -19.3%
UNITED TECHNOLOGIES CORP 0.6%
Value ($000) $2,340 Shares 23,373 Est. Cost $93.11 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.6%
Value ($000) $2,293 Shares 26,000 Est. Cost $18.90 Unrealized +46.0%
INTC INTEL CORP 0.6%
Value ($000) $2,238 Shares 69,174 Est. Cost $17.33 Unrealized +40.8%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $1,772 Shares 18,571 Est. Cost $71.01 Unrealized -19.1%
CDK GLOBAL INC 0.4%
Value ($000) $1,750 Shares 37,602 Est. Cost $40.75 Unrealized
DHR DANAHER CORP DEL 0.4%
Value ($000) $1,636 Shares 17,250 Est. Cost $25.96 Unrealized +40.4%
EATON VANCE FLTG RATE INCOM 0.4%
Value ($000) $1,557 Shares 106,818 Est. Cost $14.58 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.4%
Value ($000) $1,550 Shares 28,975 Est. Cost $39.20 Unrealized
EATON VANCE SR INCOME TR 0.4%
Value ($000) $1,533 Shares 264,750 Est. Cost $5.79 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $1,446 Shares 10,191 Est. Cost $116.85 Unrealized +13.5%
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $1,399 Shares 10,398 Est. Cost $63.92 Unrealized +45.1%
MDT MEDTRONIC PLC 0.3%
Value ($000) $1,388 Shares 18,508 Est. Cost $58.16 Unrealized +1.2%
PRAXAIR INC 0.3%
Value ($000) $1,385 Shares 12,105 Est. Cost $116.05 Unrealized
TR TOOTSIE ROLL INDS INC 0.3%
Value ($000) $1,286 Shares 36,802 Est. Cost $24.36 Unrealized +6.3%
PH PARKER HANNIFIN CORP 0.3%
Value ($000) $1,282 Shares 11,540 Est. Cost $81.01 Unrealized +6.1%
ETFS GOLD TR 0.3%
Value ($000) $1,273 Shares 10,600 Est. Cost $104.99 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $1,273 Shares 8,407 Est. Cost $116.84 Unrealized -28.0%
E M C CORP MASS 0.3%
Value ($000) $1,266 Shares 47,500 Est. Cost $23.67 Unrealized
DU PONT E I DE NEMOURS & CO 0.3%
Value ($000) $1,054 Shares 16,650 Est. Cost $53.17 Unrealized
JOHNSON CTLS INC 0.2%
Value ($000) $984 Shares 25,248 Est. Cost $35.78 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $972 Shares 7,285 Est. Cost $56.40 Unrealized +74.4%
IVOO VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $962 Shares 9,905 Est. Cost $96.07 Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $950 Shares 9,300 Est. Cost $100.91 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $931 Shares 13,172 Est. Cost $44.83 Unrealized +17.9%
CB CHUBB LIMITED 0.2%
Value ($000) $922 Shares 7,735 Est. Cost $96.06 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $913 Shares 11,322 Est. Cost $41.92 Unrealized +20.4%
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $907 Shares 10,820 Est. Cost $67.99 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $833 Shares 16,298 Est. Cost $47.13 Unrealized -21.7%
DXCM DEXCOM INC 0.2%
Value ($000) $746 Shares 10,980 Est. Cost $16.70 Unrealized 0.0%
CORE LABORATORIES N V 0.2%
Value ($000) $742 Shares 6,601 Est. Cost $149.51 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $734 Shares 9,285 Est. Cost $79.87 Unrealized
SWEDISH EXPT CR CORP 0.2%
Value ($000) $648 Shares 141,750 Est. Cost $6.32 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $646 Shares 6,585 Est. Cost $49.82 Unrealized +12.1%
TEMPLETON GLOBAL INCOME FD 0.2%
Value ($000) $632 Shares 97,000 Est. Cost $6.52 Unrealized
BA BOEING CO 0.2%
Value ($000) $627 Shares 4,940 Est. Cost $111.68 Unrealized +0.2%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $615 Shares 3,106 Est. Cost $62.64 Unrealized +157.1%
GOOGL ALPHABET INC 0.1%
Value ($000) $565 Shares 741 Est. Cost $36.73 Unrealized -0.5%
ZBH ZIMMER BIOMET HLDGS INC 0.1%
Value ($000) $549 Shares 5,152 Est. Cost $67.30 Unrealized +32.5%
MO ALTRIA GROUP INC 0.1%
Value ($000) $505 Shares 8,052 Est. Cost $19.59 Unrealized +58.7%
TGT TARGET CORP 0.1%
Value ($000) $496 Shares 6,030 Est. Cost $48.84 Unrealized +15.4%
WY WEYERHAEUSER CO 0.1%
Value ($000) $491 Shares 15,840 Est. Cost $18.15 Unrealized 0.0%
GOOG ALPHABET INC 0.1%
Value ($000) $478 Shares 641 Est. Cost $35.61 Unrealized -0.2%
GLP GLOBAL PARTNERS LP 0.1%
Value ($000) $475 Shares 35,150 Est. Cost $35.29 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $467 Shares 7,600 Est. Cost $74.20 Unrealized -32.0%
D DOMINION RES INC VA NEW 0.1%
Value ($000) $459 Shares 6,110 Est. Cost $37.09 Unrealized +24.3%
HIFS HINGHAM INSTN SVGS MASS 0.1%
Value ($000) $453 Shares 3,800 Est. Cost $55.69 Unrealized +92.9%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $451 Shares 1,585 Est. Cost $60.98 Unrealized +30.9%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $451 Shares 7,500 Est. Cost $33.96 Unrealized +19.9%
MOS MOSAIC CO NEW 0.1%
Value ($000) $436 Shares 16,150 Est. Cost $34.72 Unrealized -37.8%
CELGENE CORP 0.1%
Value ($000) $434 Shares 4,335 Est. Cost $113.20 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $431 Shares 5,980 Est. Cost $42.50 Unrealized +50.5%
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $426 Shares 8,784 Est. Cost $59.37 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $425 Shares 2,700 Est. Cost $86.56 Unrealized +47.6%
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $415 Shares 43,513 Est. Cost $4.66 Unrealized +31.5%
LAM RESEARCH CORP 0.1%
Value ($000) $413 Shares 5,000 Est. Cost $44.31 Unrealized
CE CELANESE CORP DEL 0.1%
Value ($000) $401 Shares 6,125 Est. Cost $38.03 Unrealized +34.8%
SPECTRA ENERGY CORP 0.1%
Value ($000) $387 Shares 12,650 Est. Cost $33.67 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $384 Shares 7,430 Est. Cost $27.22 Unrealized +18.3%
TE CONNECTIVITY LTD 0.1%
Value ($000) $370 Shares 5,973 Est. Cost $45.52 Unrealized
ES EVERSOURCE ENERGY 0.1%
Value ($000) $367 Shares 6,290 Est. Cost $36.21 Unrealized +7.3%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $363 Shares 12,820 Est. Cost $28.32 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $347 Shares 6,411 Est. Cost $26.37 Unrealized +13.9%
HOLX HOLOGIC INC 0.1%
Value ($000) $345 Shares 10,000 Est. Cost $20.89 Unrealized +66.9%
AON PLC 0.1%
Value ($000) $342 Shares 3,278 Est. Cost $64.37 Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $303 Shares 8,219 Est. Cost $24.75 Unrealized +13.7%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $303 Shares 3,300 Est. Cost $71.11 Unrealized -10.8%
SBUX STARBUCKS CORP 0.1%
Value ($000) $297 Shares 4,970 Est. Cost $37.62 Unrealized +26.0%
APACHE CORP 0.1%
Value ($000) $295 Shares 6,050 Est. Cost $86.45 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $289 Shares 4,526 Est. Cost $30.23 Unrealized +48.2%
VIG VANGUARD SPECIALIZED PORTFOL 0.1%
Value ($000) $288 Shares 3,541 Est. Cost $74.83 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $282 Shares 1,857 Est. Cost $109.99 Unrealized +11.1%
LNC LINCOLN NATL CORP IND 0.1%
Value ($000) $280 Shares 7,150 Est. Cost $22.50 Unrealized +19.0%
RY ROYAL BK CDA MONTREAL QUE 0.1%
Value ($000) $262 Shares 4,546 Est. Cost $59.71 Unrealized -13.2%
TYCO INTL PLC 0.1%
Value ($000) $258 Shares 7,020 Est. Cost $43.85 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $257 Shares 1,715 Est. Cost $97.54 Unrealized +13.6%
POTASH CORP SASK INC 0.1%
Value ($000) $252 Shares 14,835 Est. Cost $29.65 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $247 Shares 2,090 Est. Cost $18.89 Unrealized +15.4%
PAYX PAYCHEX INC 0.1%
Value ($000) $229 Shares 4,237 Est. Cost $25.02 Unrealized +49.8%
SYY SYSCO CORP 0.1%
Value ($000) $229 Shares 4,910 Est. Cost $31.48 Unrealized +6.0%
UNILEVER N V 0.1%
Value ($000) $224 Shares 5,015 Est. Cost $39.29 Unrealized
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $223 Shares 2,465 Est. Cost $15.19 Unrealized -3.0%
CPB CAMPBELL SOUP CO 0.1%
Value ($000) $204 Shares 3,200 Est. Cost $43.03 Unrealized 0.0%