Marble Harbor Investment Counsel, LLC Diversified Active

CIK: 0001387130 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Nov 7, 2017

Total Value ($000): $412,380

Holdings (137)

XOM EXXON MOBIL CORP 4.7%
Value ($000) $19,226 Shares 205,100 Est. Cost $53.75 Unrealized +7.6%
PG PROCTER & GAMBLE CO 3.8%
Value ($000) $15,787 Shares 186,448 Est. Cost $55.00 Unrealized +15.1%
ADP AUTOMATIC DATA PROCESSING IN 3.5%
Value ($000) $14,387 Shares 156,598 Est. Cost $52.44 Unrealized +36.9%
IRM IRON MTN INC NEW 3.2%
Value ($000) $13,371 Shares 335,698 Est. Cost $20.80 Unrealized +2.0%
GENERAL ELECTRIC CO 3.2%
Value ($000) $13,366 Shares 424,596 Est. Cost $23.33 Unrealized
HEALTHCARE RLTY TR 3.2%
Value ($000) $13,151 Shares 375,854 Est. Cost $24.46 Unrealized
PFE PFIZER INC 3.1%
Value ($000) $12,749 Shares 362,086 Est. Cost $16.46 Unrealized +27.9%
ABBV ABBVIE INC 3.0%
Value ($000) $12,518 Shares 202,198 Est. Cost $26.90 Unrealized +52.3%
CSCO CISCO SYS INC 3.0%
Value ($000) $12,172 Shares 424,262 Est. Cost $15.26 Unrealized +36.7%
VWO VANGUARD INTL EQUITY INDEX F 2.8%
Value ($000) $11,431 Shares 324,456 Est. Cost $35.80 Unrealized
MSFT MICROSOFT CORP 2.6%
Value ($000) $10,783 Shares 210,725 Est. Cost $27.41 Unrealized +67.8%
PEP PEPSICO INC 2.6%
Value ($000) $10,687 Shares 100,875 Est. Cost $56.28 Unrealized +37.0%
FISV FISERV INC 2.5%
Value ($000) $10,477 Shares 96,362 Est. Cost $24.90 Unrealized +106.7%
ABT ABBOTT LABS 2.4%
Value ($000) $10,037 Shares 255,325 Est. Cost $30.77 Unrealized +8.4%
MMM 3M CO 2.3%
Value ($000) $9,307 Shares 53,144 Est. Cost $61.61 Unrealized +66.3%
AAPL APPLE INC 2.3%
Value ($000) $9,282 Shares 97,092 Est. Cost $18.79 Unrealized +20.3%
LINEAR TECHNOLOGY CORP 2.1%
Value ($000) $8,460 Shares 181,818 Est. Cost $37.25 Unrealized
SLB SCHLUMBERGER LTD 1.9%
Value ($000) $7,664 Shares 96,916 Est. Cost $54.13 Unrealized +7.6%
BOH BANK HAWAII CORP 1.9%
Value ($000) $7,656 Shares 111,285 Est. Cost $38.40 Unrealized +25.9%
KO COCA COLA CO 1.8%
Value ($000) $7,539 Shares 166,323 Est. Cost $27.81 Unrealized +19.8%
NTRS NORTHERN TR CORP 1.8%
Value ($000) $7,285 Shares 109,941 Est. Cost $40.35 Unrealized +32.6%
WALGREENS BOOTS ALLIANCE INC 1.8%
Value ($000) $7,238 Shares 86,924 Est. Cost $76.20 Unrealized
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $6,363 Shares 52,457 Est. Cost $60.36 Unrealized +44.2%
EATON VANCE FLTING RATE INC 1.5%
Value ($000) $6,079 Shares 452,653 Est. Cost $13.16 Unrealized
ORLY O REILLY AUTOMOTIVE INC NEW 1.5%
Value ($000) $6,030 Shares 22,243 Est. Cost $7.19 Unrealized +145.8%
IDXX IDEXX LABS INC 1.4%
Value ($000) $5,914 Shares 63,685 Est. Cost $62.43 Unrealized +37.5%
WFC WELLS FARGO & CO NEW 1.4%
Value ($000) $5,691 Shares 120,240 Est. Cost $27.80 Unrealized +33.9%
APD AIR PRODS & CHEMS INC 1.4%
Value ($000) $5,670 Shares 39,921 Est. Cost $79.28 Unrealized +32.3%
VOD VODAFONE GROUP PLC NEW 1.4%
Value ($000) $5,579 Shares 180,597 Est. Cost $34.33 Unrealized
ECL ECOLAB INC 1.2%
Value ($000) $5,111 Shares 43,093 Est. Cost $73.48 Unrealized +42.8%
DIS DISNEY WALT CO 1.1%
Value ($000) $4,435 Shares 45,340 Est. Cost $63.36 Unrealized +45.5%
MCD MCDONALDS CORP 1.0%
Value ($000) $4,181 Shares 34,740 Est. Cost $72.40 Unrealized +36.9%
PYPL PAYPAL HLDGS INC 1.0%
Value ($000) $4,072 Shares 111,520 Est. Cost $35.85 Unrealized +6.4%
SYK STRYKER CORP 0.9%
Value ($000) $3,751 Shares 31,305 Est. Cost $57.21 Unrealized +75.4%
LKQ LKQ CORP 0.9%
Value ($000) $3,745 Shares 118,130 Est. Cost $25.24 Unrealized +15.5%
WMT WAL-MART STORES INC 0.9%
Value ($000) $3,741 Shares 51,226 Est. Cost $19.87 Unrealized -1.8%
MRK MERCK & CO INC 0.9%
Value ($000) $3,517 Shares 61,054 Est. Cost $30.02 Unrealized +31.5%
STERICYCLE INC 0.8%
Value ($000) $3,464 Shares 33,265 Est. Cost $111.64 Unrealized
COACH INC 0.8%
Value ($000) $3,356 Shares 82,379 Est. Cost $44.93 Unrealized
PGR PROGRESSIVE CORP OHIO 0.8%
Value ($000) $3,287 Shares 98,131 Est. Cost $17.61 Unrealized +42.4%
EBAY EBAY INC 0.7%
Value ($000) $2,809 Shares 120,010 Est. Cost $20.85 Unrealized +3.0%
EOG EOG RES INC 0.7%
Value ($000) $2,790 Shares 33,450 Est. Cost $63.26 Unrealized -6.2%
T AT&T INC 0.7%
Value ($000) $2,684 Shares 62,120 Est. Cost $11.75 Unrealized +28.6%
VOO VANGUARD INDEX FDS 0.6%
Value ($000) $2,660 Shares 13,840 Est. Cost $185.51 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.6%
Value ($000) $2,593 Shares 26,000 Est. Cost $18.90 Unrealized +81.0%
EXPD EXPEDITORS INTL WASH INC 0.6%
Value ($000) $2,427 Shares 49,500 Est. Cost $31.83 Unrealized +34.9%
DEO DIAGEO P L C 0.6%
Value ($000) $2,426 Shares 21,495 Est. Cost $114.62 Unrealized
UNITED TECHNOLOGIES CORP 0.6%
Value ($000) $2,414 Shares 23,543 Est. Cost $93.11 Unrealized
EMR EMERSON ELEC CO 0.6%
Value ($000) $2,351 Shares 45,065 Est. Cost $40.15 Unrealized +3.5%
INTC INTEL CORP 0.5%
Value ($000) $2,213 Shares 67,474 Est. Cost $17.33 Unrealized +44.9%
CDK GLOBAL INC 0.5%
Value ($000) $1,953 Shares 35,193 Est. Cost $40.75 Unrealized
CVX CHEVRON CORP NEW 0.5%
Value ($000) $1,947 Shares 18,571 Est. Cost $71.01 Unrealized -6.0%
VIOO VANGUARD ADMIRAL FDS INC 0.5%
Value ($000) $1,862 Shares 17,698 Est. Cost $102.95 Unrealized
DHR DANAHER CORP DEL 0.4%
Value ($000) $1,682 Shares 16,650 Est. Cost $25.96 Unrealized +54.4%
EATON VANCE FLTG RATE INCOM 0.4%
Value ($000) $1,612 Shares 107,618 Est. Cost $14.58 Unrealized
EATON VANCE SR INCOME TR 0.4%
Value ($000) $1,603 Shares 266,750 Est. Cost $5.79 Unrealized
MDT MEDTRONIC PLC 0.4%
Value ($000) $1,597 Shares 18,408 Est. Cost $58.16 Unrealized +9.2%
TR TOOTSIE ROLL INDS INC 0.4%
Value ($000) $1,471 Shares 38,183 Est. Cost $24.53 Unrealized +18.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $1,443 Shares 9,966 Est. Cost $116.85 Unrealized +22.3%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.3%
Value ($000) $1,433 Shares 28,525 Est. Cost $39.20 Unrealized
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $1,430 Shares 10,398 Est. Cost $63.92 Unrealized +47.0%
ETFS GOLD TR 0.3%
Value ($000) $1,367 Shares 10,600 Est. Cost $104.99 Unrealized
PRAXAIR INC 0.3%
Value ($000) $1,367 Shares 12,160 Est. Cost $116.05 Unrealized
PH PARKER HANNIFIN CORP 0.3%
Value ($000) $1,213 Shares 11,228 Est. Cost $81.01 Unrealized +19.1%
JOHNSON CTLS INC 0.3%
Value ($000) $1,117 Shares 25,248 Est. Cost $35.78 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $1,101 Shares 7,257 Est. Cost $116.84 Unrealized -18.6%
DU PONT E I DE NEMOURS & CO 0.3%
Value ($000) $1,079 Shares 16,650 Est. Cost $53.17 Unrealized
E M C CORP MASS 0.3%
Value ($000) $1,060 Shares 39,000 Est. Cost $23.67 Unrealized
CB CHUBB LIMITED 0.3%
Value ($000) $1,059 Shares 8,105 Est. Cost $96.40 Unrealized +7.5%
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $990 Shares 11,170 Est. Cost $68.64 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $964 Shares 13,172 Est. Cost $44.83 Unrealized +26.9%
DXCM DEXCOM INC 0.2%
Value ($000) $937 Shares 11,810 Est. Cost $16.73 Unrealized +1.8%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $935 Shares 10,903 Est. Cost $41.92 Unrealized +28.4%
HD HOME DEPOT INC 0.2%
Value ($000) $930 Shares 7,285 Est. Cost $56.40 Unrealized +86.1%
IVOO VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $851 Shares 8,485 Est. Cost $96.07 Unrealized
CORE LABORATORIES N V 0.2%
Value ($000) $818 Shares 6,601 Est. Cost $149.51 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $815 Shares 10,250 Est. Cost $79.83 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $784 Shares 14,640 Est. Cost $47.13 Unrealized -14.5%
SWEDISH EXPT CR CORP 0.2%
Value ($000) $724 Shares 141,750 Est. Cost $6.32 Unrealized
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $690 Shares 3,106 Est. Cost $62.64 Unrealized +187.7%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $670 Shares 6,585 Est. Cost $49.82 Unrealized +23.2%
BA BOEING CO 0.2%
Value ($000) $638 Shares 4,910 Est. Cost $111.68 Unrealized +6.1%
SBUX STARBUCKS CORP 0.2%
Value ($000) $627 Shares 10,970 Est. Cost $42.45 Unrealized +9.4%
CELGENE CORP 0.2%
Value ($000) $625 Shares 6,335 Est. Cost $108.61 Unrealized
ZBH ZIMMER BIOMET HLDGS INC 0.2%
Value ($000) $620 Shares 5,152 Est. Cost $67.30 Unrealized +55.4%
TEMPLETON GLOBAL INCOME FD 0.1%
Value ($000) $617 Shares 97,000 Est. Cost $6.52 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $555 Shares 8,052 Est. Cost $19.59 Unrealized +69.6%
GOOGL ALPHABET INC 0.1%
Value ($000) $532 Shares 756 Est. Cost $36.72 Unrealized -0.8%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $490 Shares 7,500 Est. Cost $33.96 Unrealized +29.9%
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $483 Shares 8,744 Est. Cost $59.37 Unrealized
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $480 Shares 1,635 Est. Cost $61.84 Unrealized +44.2%
WY WEYERHAEUSER CO 0.1%
Value ($000) $472 Shares 15,840 Est. Cost $18.15 Unrealized +16.3%
HIFS HINGHAM INSTN SVGS MASS 0.1%
Value ($000) $467 Shares 3,800 Est. Cost $55.69 Unrealized +105.0%
LLY LILLY ELI & CO 0.1%
Value ($000) $465 Shares 5,900 Est. Cost $42.50 Unrealized +50.8%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $462 Shares 7,600 Est. Cost $74.20 Unrealized -25.5%
GOOG ALPHABET INC 0.1%
Value ($000) $454 Shares 656 Est. Cost $35.61 Unrealized +0.1%
D DOMINION RES INC VA NEW 0.1%
Value ($000) $425 Shares 5,460 Est. Cost $37.09 Unrealized +28.7%
MOS MOSAIC CO NEW 0.1%
Value ($000) $423 Shares 16,150 Est. Cost $34.72 Unrealized -36.1%
SPECTRA ENERGY CORP 0.1%
Value ($000) $421 Shares 11,500 Est. Cost $33.67 Unrealized
LAM RESEARCH CORP 0.1%
Value ($000) $420 Shares 5,000 Est. Cost $44.31 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $398 Shares 7,430 Est. Cost $27.22 Unrealized +23.5%
TGT TARGET CORP 0.1%
Value ($000) $397 Shares 5,680 Est. Cost $48.84 Unrealized +14.9%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $393 Shares 2,500 Est. Cost $86.56 Unrealized +47.9%
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $389 Shares 43,513 Est. Cost $4.66 Unrealized +41.2%
RCL ROYAL CARIBBEAN CRUISES LTD 0.1%
Value ($000) $389 Shares 5,800 Est. Cost $68.63 Unrealized 0.0%
EPAM EPAM SYS INC 0.1%
Value ($000) $386 Shares 6,000 Est. Cost $72.98 Unrealized 0.0%
ES EVERSOURCE ENERGY 0.1%
Value ($000) $377 Shares 6,290 Est. Cost $36.21 Unrealized +12.1%
CE CELANESE CORP DEL 0.1%
Value ($000) $376 Shares 5,750 Est. Cost $38.03 Unrealized +51.9%
AON PLC 0.1%
Value ($000) $358 Shares 3,278 Est. Cost $64.37 Unrealized
HOLX HOLOGIC INC 0.1%
Value ($000) $346 Shares 10,000 Est. Cost $20.89 Unrealized +65.8%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $346 Shares 6,202 Est. Cost $26.37 Unrealized +19.4%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $346 Shares 12,230 Est. Cost $28.32 Unrealized
TE CONNECTIVITY LTD 0.1%
Value ($000) $341 Shares 5,973 Est. Cost $45.52 Unrealized
BAC BANK AMER CORP 0.1%
Value ($000) $340 Shares 25,601 Est. Cost $11.34 Unrealized 0.0%
APACHE CORP 0.1%
Value ($000) $337 Shares 6,050 Est. Cost $86.45 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $328 Shares 4,461 Est. Cost $30.23 Unrealized +67.0%
VIG VANGUARD SPECIALIZED PORTFOL 0.1%
Value ($000) $316 Shares 3,796 Est. Cost $75.39 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $315 Shares 1,857 Est. Cost $109.99 Unrealized +25.8%
OKE ONEOK INC NEW 0.1%
Value ($000) $304 Shares 6,400 Est. Cost $22.12 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $300 Shares 7,719 Est. Cost $24.75 Unrealized +25.3%
TYCO INTL PLC 0.1%
Value ($000) $297 Shares 6,965 Est. Cost $43.85 Unrealized
UNILEVER N V 0.1%
Value ($000) $279 Shares 5,950 Est. Cost $40.48 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $278 Shares 3,330 Est. Cost $71.11 Unrealized -11.7%
LNC LINCOLN NATL CORP IND 0.1%
Value ($000) $277 Shares 7,150 Est. Cost $22.50 Unrealized +30.1%
POTASH CORP SASK INC 0.1%
Value ($000) $274 Shares 16,845 Est. Cost $28.05 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $273 Shares 2,090 Est. Cost $18.89 Unrealized +24.4%
RY ROYAL BK CDA MONTREAL QUE 0.1%
Value ($000) $266 Shares 4,506 Est. Cost $59.71 Unrealized +0.6%
AMGN AMGEN INC 0.1%
Value ($000) $261 Shares 1,715 Est. Cost $97.54 Unrealized +19.6%
PAYX PAYCHEX INC 0.1%
Value ($000) $252 Shares 4,237 Est. Cost $25.02 Unrealized +60.6%
SYY SYSCO CORP 0.1%
Value ($000) $248 Shares 4,880 Est. Cost $31.48 Unrealized +19.7%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $219 Shares 2,400 Est. Cost $15.19 Unrealized +5.5%
CNQ CANADIAN NAT RES LTD 0.1%
Value ($000) $214 Shares 6,950 Est. Cost $9.28 Unrealized 0.0%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $214 Shares 5,000 Est. Cost $29.99 Unrealized 0.0%
BARD C R INC 0.1%
Value ($000) $213 Shares 906 Est. Cost $235.10 Unrealized
CPB CAMPBELL SOUP CO 0.1%
Value ($000) $213 Shares 3,200 Est. Cost $43.03 Unrealized +7.2%
CSL CARLISLE COS INC 0.1%
Value ($000) $211 Shares 2,000 Est. Cost $89.91 Unrealized 0.0%
GIS GENERAL MLS INC 0.0%
Value ($000) $203 Shares 2,850 Est. Cost $45.45 Unrealized 0.0%