Marble Harbor Investment Counsel, LLC Diversified Active

CIK: 0001387130 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: Nov 7, 2017

Total Value ($000): $457,658

Holdings (151)

PG PROCTER AND GAMBLE CO 3.7%
Value ($000) $16,925 Shares 188,367 Est. Cost $55.19 Unrealized +26.9%
XOM EXXON MOBIL CORP 3.6%
Value ($000) $16,412 Shares 200,128 Est. Cost $53.97 Unrealized +4.0%
ADP AUTOMATIC DATA PROCESSING IN 3.5%
Value ($000) $16,089 Shares 157,131 Est. Cost $52.44 Unrealized +60.9%
CSCO CISCO SYS INC 3.3%
Value ($000) $14,953 Shares 442,397 Est. Cost $15.57 Unrealized +58.8%
AAPL APPLE INC 3.1%
Value ($000) $14,215 Shares 98,948 Est. Cost $18.91 Unrealized +61.0%
MSFT MICROSOFT CORP 3.0%
Value ($000) $13,571 Shares 206,054 Est. Cost $27.41 Unrealized +111.0%
VWO VANGUARD INTL EQUITY INDEX F 2.9%
Value ($000) $13,410 Shares 337,601 Est. Cost $35.84 Unrealized
ABBV ABBVIE INC 2.9%
Value ($000) $13,192 Shares 202,457 Est. Cost $27.15 Unrealized +60.1%
GENERAL ELECTRIC CO 2.8%
Value ($000) $12,944 Shares 434,374 Est. Cost $23.40 Unrealized
HEALTHCARE RLTY TR 2.7%
Value ($000) $12,215 Shares 375,854 Est. Cost $24.52 Unrealized
IRM IRON MTN INC NEW 2.6%
Value ($000) $12,011 Shares 336,720 Est. Cost $20.79 Unrealized +3.4%
PFE PFIZER INC 2.6%
Value ($000) $11,672 Shares 341,199 Est. Cost $16.46 Unrealized +30.1%
FISV FISERV INC 2.5%
Value ($000) $11,248 Shares 97,547 Est. Cost $25.92 Unrealized +116.5%
PEP PEPSICO INC 2.5%
Value ($000) $11,248 Shares 100,550 Est. Cost $56.28 Unrealized +45.6%
ABT ABBOTT LABS 2.5%
Value ($000) $11,215 Shares 252,537 Est. Cost $30.77 Unrealized +20.0%
EBAY EBAY INC 2.3%
Value ($000) $10,352 Shares 308,375 Est. Cost $24.17 Unrealized +19.7%
MMM 3M CO 2.2%
Value ($000) $10,000 Shares 52,263 Est. Cost $61.61 Unrealized +84.5%
IDXX IDEXX LABS INC 2.1%
Value ($000) $9,648 Shares 62,400 Est. Cost $62.43 Unrealized +120.8%
NTRS NORTHERN TR CORP 2.1%
Value ($000) $9,632 Shares 111,250 Est. Cost $40.55 Unrealized +67.2%
BOH BANK HAWAII CORP 2.0%
Value ($000) $9,266 Shares 112,500 Est. Cost $38.40 Unrealized +58.6%
SLB SCHLUMBERGER LTD 1.7%
Value ($000) $7,646 Shares 97,906 Est. Cost $54.22 Unrealized +16.8%
EATON VANCE FLTING RATE INC 1.7%
Value ($000) $7,635 Shares 504,299 Est. Cost $13.31 Unrealized
WALGREENS BOOTS ALLIANCE INC 1.6%
Value ($000) $7,109 Shares 85,604 Est. Cost $76.20 Unrealized
KO COCA COLA CO 1.5%
Value ($000) $7,030 Shares 165,653 Est. Cost $27.81 Unrealized +13.3%
VOD VODAFONE GROUP PLC NEW 1.5%
Value ($000) $6,724 Shares 254,391 Est. Cost $29.42 Unrealized
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $6,522 Shares 52,362 Est. Cost $60.71 Unrealized +53.8%
ORLY O REILLY AUTOMOTIVE INC NEW 1.3%
Value ($000) $5,967 Shares 22,113 Est. Cost $7.19 Unrealized +151.1%
PYPL PAYPAL HLDGS INC 1.2%
Value ($000) $5,502 Shares 127,905 Est. Cost $36.47 Unrealized +14.4%
ECL ECOLAB INC 1.2%
Value ($000) $5,498 Shares 43,861 Est. Cost $74.56 Unrealized +48.9%
WFC WELLS FARGO & CO NEW 1.2%
Value ($000) $5,394 Shares 96,915 Est. Cost $27.80 Unrealized +59.6%
APD AIR PRODS & CHEMS INC 1.2%
Value ($000) $5,294 Shares 39,129 Est. Cost $79.28 Unrealized +42.7%
MCD MCDONALDS CORP 1.0%
Value ($000) $4,582 Shares 35,350 Est. Cost $72.89 Unrealized +39.5%
DIS DISNEY WALT CO 1.0%
Value ($000) $4,449 Shares 39,240 Est. Cost $63.36 Unrealized +62.6%
SYK STRYKER CORP 0.9%
Value ($000) $4,044 Shares 30,721 Est. Cost $57.96 Unrealized +97.6%
PGR PROGRESSIVE CORP OHIO 0.9%
Value ($000) $3,993 Shares 101,911 Est. Cost $17.92 Unrealized +63.5%
MRK MERCK & CO INC 0.8%
Value ($000) $3,862 Shares 60,774 Est. Cost $30.02 Unrealized +53.4%
WMT WAL-MART STORES INC 0.8%
Value ($000) $3,801 Shares 52,726 Est. Cost $19.87 Unrealized -0.5%
LKQ LKQ CORP 0.8%
Value ($000) $3,607 Shares 123,230 Est. Cost $25.46 Unrealized +9.7%
EOG EOG RES INC 0.8%
Value ($000) $3,509 Shares 35,975 Est. Cost $63.85 Unrealized +16.3%
VOO VANGUARD INDEX FDS 0.7%
Value ($000) $3,386 Shares 15,650 Est. Cost $187.70 Unrealized
T AT&T INC 0.7%
Value ($000) $3,356 Shares 80,780 Est. Cost $12.69 Unrealized +31.9%
ADI ANALOG DEVICES INC 0.7%
Value ($000) $3,016 Shares 36,800 Est. Cost $66.43 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.7%
Value ($000) $2,983 Shares 27,780 Est. Cost $72.48 Unrealized +5.9%
COACH INC 0.6%
Value ($000) $2,754 Shares 66,629 Est. Cost $44.93 Unrealized
UNITED TECHNOLOGIES CORP 0.6%
Value ($000) $2,714 Shares 24,183 Est. Cost $93.72 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.6%
Value ($000) $2,680 Shares 47,450 Est. Cost $31.83 Unrealized +54.3%
EMR EMERSON ELEC CO 0.6%
Value ($000) $2,627 Shares 43,893 Est. Cost $40.17 Unrealized +19.3%
DEO DIAGEO P L C 0.6%
Value ($000) $2,531 Shares 21,895 Est. Cost $114.65 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.5%
Value ($000) $2,427 Shares 25,800 Est. Cost $18.90 Unrealized +65.6%
DXCM DEXCOM INC 0.5%
Value ($000) $2,352 Shares 27,760 Est. Cost $17.44 Unrealized +11.9%
VIOO VANGUARD ADMIRAL FDS INC 0.5%
Value ($000) $2,264 Shares 18,023 Est. Cost $103.50 Unrealized
STERICYCLE INC 0.5%
Value ($000) $2,246 Shares 27,101 Est. Cost $111.64 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $2,082 Shares 12,491 Est. Cost $124.53 Unrealized +34.3%
ROYAL DUTCH SHELL PLC 0.4%
Value ($000) $2,004 Shares 38,012 Est. Cost $53.98 Unrealized
ETFS GOLD TR 0.4%
Value ($000) $1,956 Shares 16,125 Est. Cost $110.15 Unrealized
INTC INTEL CORP 0.4%
Value ($000) $1,895 Shares 52,539 Est. Cost $17.48 Unrealized +69.7%
PH PARKER HANNIFIN CORP 0.4%
Value ($000) $1,844 Shares 11,503 Est. Cost $81.39 Unrealized +62.9%
EATON VANCE SR INCOME TR 0.4%
Value ($000) $1,838 Shares 271,150 Est. Cost $5.79 Unrealized
DHR DANAHER CORP DEL 0.4%
Value ($000) $1,795 Shares 20,990 Est. Cost $34.97 Unrealized +103.8%
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $1,739 Shares 9,987 Est. Cost $113.07 Unrealized +1.2%
CDK GLOBAL INC 0.4%
Value ($000) $1,634 Shares 25,130 Est. Cost $40.75 Unrealized
EATON VANCE FLTG RATE INCOM 0.4%
Value ($000) $1,631 Shares 96,768 Est. Cost $14.58 Unrealized
DU PONT E I DE NEMOURS & CO 0.3%
Value ($000) $1,513 Shares 18,840 Est. Cost $55.03 Unrealized
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $1,494 Shares 11,348 Est. Cost $65.74 Unrealized +40.9%
MDT MEDTRONIC PLC 0.3%
Value ($000) $1,435 Shares 17,808 Est. Cost $58.16 Unrealized +7.2%
TR TOOTSIE ROLL INDS INC 0.3%
Value ($000) $1,405 Shares 37,614 Est. Cost $24.53 Unrealized +27.8%
PRAXAIR INC 0.3%
Value ($000) $1,386 Shares 11,690 Est. Cost $116.05 Unrealized
JCI JOHNSON CTLS INTL PLC 0.3%
Value ($000) $1,312 Shares 31,149 Est. Cost $33.35 Unrealized +3.4%
CB CHUBB LIMITED 0.3%
Value ($000) $1,294 Shares 9,495 Est. Cost $98.82 Unrealized +16.3%
DUK DUKE ENERGY CORP NEW 0.3%
Value ($000) $1,160 Shares 14,139 Est. Cost $44.65 Unrealized +23.8%
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $1,128 Shares 10,460 Est. Cost $79.92 Unrealized
CORE LABORATORIES N V 0.2%
Value ($000) $1,105 Shares 9,566 Est. Cost $136.43 Unrealized
IVOO VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $1,054 Shares 9,110 Est. Cost $97.30 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $1,025 Shares 6,979 Est. Cost $61.85 Unrealized +84.9%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $969 Shares 13,235 Est. Cost $44.83 Unrealized +26.8%
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $966 Shares 11,695 Est. Cost $69.45 Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $922 Shares 8,705 Est. Cost $82.67 Unrealized +6.0%
BA BOEING CO 0.2%
Value ($000) $921 Shares 5,210 Est. Cost $113.02 Unrealized +40.5%
BAC BANK AMER CORP 0.2%
Value ($000) $842 Shares 35,701 Est. Cost $11.98 Unrealized +61.9%
CELGENE CORP 0.2%
Value ($000) $838 Shares 6,735 Est. Cost $109.10 Unrealized
TE CONNECTIVITY LTD 0.2%
Value ($000) $807 Shares 10,821 Est. Cost $56.18 Unrealized
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $804 Shares 7,182 Est. Cost $93.84 Unrealized +4.2%
SWEDISH EXPT CR CORP 0.2%
Value ($000) $779 Shares 153,250 Est. Cost $6.00 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.2%
Value ($000) $747 Shares 23,275 Est. Cost $39.20 Unrealized
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $739 Shares 3,106 Est. Cost $62.64 Unrealized +228.5%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $729 Shares 6,460 Est. Cost $49.82 Unrealized +31.6%
QCOM QUALCOMM INC 0.2%
Value ($000) $728 Shares 12,700 Est. Cost $47.12 Unrealized -3.4%
SBUX STARBUCKS CORP 0.2%
Value ($000) $727 Shares 12,458 Est. Cost $42.85 Unrealized +9.2%
HIFS HINGHAM INSTN SVGS MASS 0.1%
Value ($000) $672 Shares 3,800 Est. Cost $55.69 Unrealized +204.7%
ZBH ZIMMER BIOMET HLDGS INC 0.1%
Value ($000) $654 Shares 5,352 Est. Cost $68.50 Unrealized +53.9%
GOOGL ALPHABET INC 0.1%
Value ($000) $649 Shares 766 Est. Cost $36.78 Unrealized +13.5%
LAM RESEARCH CORP 0.1%
Value ($000) $642 Shares 5,000 Est. Cost $44.31 Unrealized
ENB ENBRIDGE INC 0.1%
Value ($000) $591 Shares 14,118 Est. Cost $24.73 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $583 Shares 43,513 Est. Cost $4.66 Unrealized +100.3%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $570 Shares 7,200 Est. Cost $74.20 Unrealized -6.8%
LLY LILLY ELI & CO 0.1%
Value ($000) $547 Shares 6,500 Est. Cost $45.96 Unrealized +51.3%
AMGN AMGEN INC 0.1%
Value ($000) $544 Shares 3,313 Est. Cost $112.10 Unrealized +13.5%
RCL ROYAL CARIBBEAN CRUISES LTD 0.1%
Value ($000) $540 Shares 5,500 Est. Cost $68.06 Unrealized +25.3%
WY WEYERHAEUSER CO 0.1%
Value ($000) $538 Shares 15,840 Est. Cost $18.15 Unrealized +26.9%
GOOG ALPHABET INC 0.1%
Value ($000) $536 Shares 646 Est. Cost $35.61 Unrealized +14.3%
CE CELANESE CORP DEL 0.1%
Value ($000) $530 Shares 5,900 Est. Cost $38.72 Unrealized +90.2%
MO ALTRIA GROUP INC 0.1%
Value ($000) $525 Shares 7,352 Est. Cost $20.64 Unrealized +86.8%
SO SOUTHERN CO 0.1%
Value ($000) $492 Shares 9,892 Est. Cost $28.85 Unrealized +18.4%
VERSUM MATLS INC 0.1%
Value ($000) $491 Shares 16,053 Est. Cost $28.04 Unrealized
ES EVERSOURCE ENERGY 0.1%
Value ($000) $478 Shares 8,126 Est. Cost $37.02 Unrealized +13.0%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $476 Shares 1,535 Est. Cost $61.84 Unrealized +50.4%
MOS MOSAIC CO NEW 0.1%
Value ($000) $471 Shares 16,150 Est. Cost $34.72 Unrealized -23.4%
FTV FORTIVE CORP 0.1%
Value ($000) $468 Shares 7,775 Est. Cost $30.87 Unrealized +12.0%
LNC LINCOLN NATL CORP IND 0.1%
Value ($000) $468 Shares 7,150 Est. Cost $22.50 Unrealized +113.2%
TEMPLETON GLOBAL INCOME FD 0.1%
Value ($000) $465 Shares 69,890 Est. Cost $6.52 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $460 Shares 10,000 Est. Cost $31.88 Unrealized +8.0%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $455 Shares 7,500 Est. Cost $33.96 Unrealized +30.5%
EPAM EPAM SYS INC 0.1%
Value ($000) $453 Shares 6,000 Est. Cost $72.98 Unrealized -4.6%
UNILEVER N V 0.1%
Value ($000) $440 Shares 8,850 Est. Cost $40.94 Unrealized
HOLX HOLOGIC INC 0.1%
Value ($000) $426 Shares 10,000 Est. Cost $20.89 Unrealized +95.2%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $422 Shares 7,758 Est. Cost $34.58 Unrealized +15.5%
D DOMINION RES INC VA NEW 0.1%
Value ($000) $416 Shares 5,360 Est. Cost $37.09 Unrealized +38.1%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $411 Shares 2,451 Est. Cost $86.56 Unrealized +65.1%
BARD C R INC 0.1%
Value ($000) $409 Shares 1,647 Est. Cost $230.13 Unrealized
SRE SEMPRA ENERGY 0.1%
Value ($000) $392 Shares 3,550 Est. Cost $39.94 Unrealized 0.0%
AON PLC 0.1%
Value ($000) $389 Shares 3,278 Est. Cost $64.37 Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $359 Shares 7,599 Est. Cost $24.75 Unrealized +49.3%
VIG VANGUARD SPECIALIZED PORTFOL 0.1%
Value ($000) $357 Shares 3,971 Est. Cost $76.03 Unrealized
OKE ONEOK INC NEW 0.1%
Value ($000) $355 Shares 6,400 Est. Cost $22.12 Unrealized +44.0%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $350 Shares 7,181 Est. Cost $27.37 Unrealized +14.9%
AMZN AMAZON COM INC 0.1%
Value ($000) $337 Shares 380 Est. Cost $38.27 Unrealized +8.9%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $332 Shares 1,812 Est. Cost $109.99 Unrealized +38.8%
RY ROYAL BK CDA MONTREAL QUE 0.1%
Value ($000) $329 Shares 4,506 Est. Cost $59.71 Unrealized +21.3%
ETFS SILVER TR 0.1%
Value ($000) $307 Shares 17,300 Est. Cost $17.75 Unrealized
POTASH CORP SASK INC 0.1%
Value ($000) $299 Shares 17,510 Est. Cost $27.52 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $295 Shares 5,914 Est. Cost $31.13 Unrealized +17.5%
PAYX PAYCHEX INC 0.1%
Value ($000) $286 Shares 4,862 Est. Cost $27.45 Unrealized +70.1%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $282 Shares 10,200 Est. Cost $28.31 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $278 Shares 2,162 Est. Cost $19.08 Unrealized +31.8%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $263 Shares 3,600 Est. Cost $55.15 Unrealized +10.5%
CPB CAMPBELL SOUP CO 0.1%
Value ($000) $263 Shares 4,600 Est. Cost $43.56 Unrealized +3.9%
KMX CARMAX INC 0.1%
Value ($000) $258 Shares 4,365 Est. Cost $57.63 Unrealized +12.7%
PNR PENTAIR PLC 0.1%
Value ($000) $257 Shares 4,095 Est. Cost $35.71 Unrealized -2.5%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $252 Shares 2,871 Est. Cost $69.68 Unrealized 0.0%
MEDIDATA SOLUTIONS INC 0.1%
Value ($000) $242 Shares 4,195 Est. Cost $55.78 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $235 Shares 4,554 Est. Cost $33.77 Unrealized +12.7%
FDX FEDEX CORP 0.1%
Value ($000) $234 Shares 1,200 Est. Cost $140.93 Unrealized +17.2%
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $228 Shares 6,950 Est. Cost $9.28 Unrealized +9.0%
CAT CATERPILLAR INC DEL 0.0%
Value ($000) $226 Shares 2,439 Est. Cost $73.74 Unrealized +5.4%
SYY SYSCO CORP 0.0%
Value ($000) $222 Shares 4,280 Est. Cost $31.48 Unrealized +33.6%
CSL CARLISLE COS INC 0.0%
Value ($000) $213 Shares 2,000 Est. Cost $89.91 Unrealized +6.6%
HON HONEYWELL INTL INC 0.0%
Value ($000) $213 Shares 1,708 Est. Cost $91.92 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $205 Shares 1,706 Est. Cost $98.18 Unrealized +5.9%
AETNA INC NEW 0.0%
Value ($000) $204 Shares 1,600 Est. Cost $124.18 Unrealized
APACHE CORP 0.0%
Value ($000) $203 Shares 3,950 Est. Cost $86.45 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $202 Shares 1,600 Est. Cost $27.09 Unrealized 0.0%