Marble Harbor Investment Counsel, LLC Diversified Active

CIK: 0001387130 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Nov 7, 2017

Total Value ($000): $461,702

Holdings (147)

PG PROCTER AND GAMBLE CO 3.6%
Value ($000) $16,444 Shares 188,687 Est. Cost $55.19 Unrealized +27.1%
ADP AUTOMATIC DATA PROCESSING IN 3.5%
Value ($000) $16,013 Shares 156,281 Est. Cost $52.44 Unrealized +60.6%
ABBV ABBVIE INC 3.2%
Value ($000) $14,548 Shares 200,632 Est. Cost $27.15 Unrealized +72.9%
AAPL APPLE INC 3.1%
Value ($000) $14,193 Shares 98,546 Est. Cost $18.91 Unrealized +81.5%
VWO VANGUARD INTL EQUITY INDEX F 3.1%
Value ($000) $14,109 Shares 345,561 Est. Cost $35.96 Unrealized
CSCO CISCO SYS INC 3.0%
Value ($000) $13,942 Shares 445,417 Est. Cost $15.57 Unrealized +60.9%
MSFT MICROSOFT CORP 3.0%
Value ($000) $13,791 Shares 200,074 Est. Cost $27.41 Unrealized +127.4%
HEALTHCARE RLTY TR 2.7%
Value ($000) $12,668 Shares 370,954 Est. Cost $24.52 Unrealized
XOM EXXON MOBIL CORP 2.7%
Value ($000) $12,608 Shares 156,174 Est. Cost $53.97 Unrealized +2.8%
ABT ABBOTT LABS 2.7%
Value ($000) $12,249 Shares 251,987 Est. Cost $30.77 Unrealized +26.4%
FISV FISERV INC 2.6%
Value ($000) $11,916 Shares 97,397 Est. Cost $25.92 Unrealized +133.3%
GENERAL ELECTRIC CO 2.6%
Value ($000) $11,792 Shares 436,574 Est. Cost $23.40 Unrealized
IRM IRON MTN INC NEW 2.5%
Value ($000) $11,525 Shares 335,417 Est. Cost $20.79 Unrealized +3.8%
PEP PEPSICO INC 2.5%
Value ($000) $11,485 Shares 99,450 Est. Cost $56.28 Unrealized +56.7%
PFE PFIZER INC 2.5%
Value ($000) $11,390 Shares 339,087 Est. Cost $16.46 Unrealized +31.2%
EBAY EBAY INC 2.4%
Value ($000) $10,873 Shares 311,375 Est. Cost $24.17 Unrealized +26.0%
MMM 3M CO 2.3%
Value ($000) $10,756 Shares 51,663 Est. Cost $61.61 Unrealized +102.4%
NTRS NORTHERN TR CORP 2.3%
Value ($000) $10,747 Shares 110,550 Est. Cost $40.55 Unrealized +73.7%
BOH BANK HAWAII CORP 2.0%
Value ($000) $9,351 Shares 112,700 Est. Cost $38.40 Unrealized +51.3%
IDXX IDEXX LABS INC 1.8%
Value ($000) $8,513 Shares 52,740 Est. Cost $62.43 Unrealized +160.1%
EATON VANCE FLTING RATE INC 1.7%
Value ($000) $7,622 Shares 503,420 Est. Cost $13.31 Unrealized
VOD VODAFONE GROUP PLC NEW 1.6%
Value ($000) $7,561 Shares 263,159 Est. Cost $29.40 Unrealized
KO COCA COLA CO 1.6%
Value ($000) $7,501 Shares 167,253 Est. Cost $27.81 Unrealized +21.1%
PYPL PAYPAL HLDGS INC 1.6%
Value ($000) $7,209 Shares 134,325 Est. Cost $37.07 Unrealized +32.3%
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $6,828 Shares 51,617 Est. Cost $60.71 Unrealized +65.3%
WALGREENS BOOTS ALLIANCE INC 1.4%
Value ($000) $6,671 Shares 85,184 Est. Cost $76.20 Unrealized
SLB SCHLUMBERGER LTD 1.4%
Value ($000) $6,344 Shares 96,356 Est. Cost $54.22 Unrealized +3.0%
ECL ECOLAB INC 1.3%
Value ($000) $5,819 Shares 43,836 Est. Cost $74.56 Unrealized +57.8%
ORLY O REILLY AUTOMOTIVE INC NEW 1.3%
Value ($000) $5,815 Shares 26,583 Est. Cost $8.73 Unrealized +87.0%
APD AIR PRODS & CHEMS INC 1.2%
Value ($000) $5,526 Shares 38,629 Est. Cost $79.28 Unrealized +44.9%
WFC WELLS FARGO CO NEW 1.2%
Value ($000) $5,381 Shares 97,115 Est. Cost $27.80 Unrealized +51.7%
MCD MCDONALDS CORP 1.1%
Value ($000) $5,279 Shares 34,470 Est. Cost $72.89 Unrealized +61.8%
DIS DISNEY WALT CO 1.0%
Value ($000) $4,844 Shares 45,590 Est. Cost $68.80 Unrealized +48.9%
ROYAL DUTCH SHELL PLC 1.0%
Value ($000) $4,791 Shares 90,067 Est. Cost $53.52 Unrealized
PGR PROGRESSIVE CORP OHIO 1.0%
Value ($000) $4,454 Shares 101,011 Est. Cost $17.92 Unrealized +79.0%
SYK STRYKER CORP 0.9%
Value ($000) $4,250 Shares 30,621 Est. Cost $57.96 Unrealized +115.3%
LKQ LKQ CORP 0.9%
Value ($000) $4,083 Shares 123,900 Est. Cost $25.46 Unrealized +9.0%
WMT WAL-MART STORES INC 0.8%
Value ($000) $3,911 Shares 51,676 Est. Cost $19.87 Unrealized +10.8%
MRK MERCK & CO INC 0.8%
Value ($000) $3,887 Shares 60,644 Est. Cost $30.02 Unrealized +55.0%
EOG EOG RES INC 0.8%
Value ($000) $3,873 Shares 42,785 Est. Cost $64.62 Unrealized +6.3%
VOO VANGUARD INDEX FDS 0.8%
Value ($000) $3,564 Shares 16,050 Est. Cost $188.55 Unrealized
COACH INC 0.7%
Value ($000) $3,159 Shares 66,729 Est. Cost $44.93 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.7%
Value ($000) $3,074 Shares 26,000 Est. Cost $18.90 Unrealized +93.1%
UNITED TECHNOLOGIES CORP 0.6%
Value ($000) $3,001 Shares 24,573 Est. Cost $94.17 Unrealized
T AT&T INC 0.6%
Value ($000) $2,992 Shares 79,310 Est. Cost $12.69 Unrealized +25.5%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $2,867 Shares 27,480 Est. Cost $72.48 Unrealized +1.0%
EXPD EXPEDITORS INTL WASH INC 0.6%
Value ($000) $2,697 Shares 47,750 Est. Cost $31.83 Unrealized +55.3%
EMR EMERSON ELEC CO 0.6%
Value ($000) $2,617 Shares 43,893 Est. Cost $40.17 Unrealized +19.5%
DEO DIAGEO P L C 0.5%
Value ($000) $2,528 Shares 21,095 Est. Cost $114.65 Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.5%
Value ($000) $2,343 Shares 18,328 Est. Cost $103.90 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $2,116 Shares 12,491 Est. Cost $124.53 Unrealized +33.6%
DXCM DEXCOM INC 0.4%
Value ($000) $2,033 Shares 27,790 Est. Cost $17.44 Unrealized +5.9%
ETFS GOLD TR 0.4%
Value ($000) $1,949 Shares 16,150 Est. Cost $110.15 Unrealized
STERICYCLE INC 0.4%
Value ($000) $1,839 Shares 24,101 Est. Cost $111.64 Unrealized
PH PARKER HANNIFIN CORP 0.4%
Value ($000) $1,838 Shares 11,503 Est. Cost $81.39 Unrealized +70.8%
EATON VANCE SR INCOME TR 0.4%
Value ($000) $1,830 Shares 275,150 Est. Cost $5.80 Unrealized
INTC INTEL CORP 0.4%
Value ($000) $1,790 Shares 53,039 Est. Cost $17.48 Unrealized +69.1%
DHR DANAHER CORP DEL 0.4%
Value ($000) $1,771 Shares 20,990 Est. Cost $34.97 Unrealized +105.3%
EATON VANCE FLTG RATE INCOM 0.4%
Value ($000) $1,691 Shares 100,768 Est. Cost $14.66 Unrealized
PRAXAIR INC 0.3%
Value ($000) $1,550 Shares 11,690 Est. Cost $116.05 Unrealized
CDK GLOBAL INC 0.3%
Value ($000) $1,534 Shares 24,711 Est. Cost $40.75 Unrealized
DU PONT E I DE NEMOURS & CO 0.3%
Value ($000) $1,508 Shares 18,690 Est. Cost $55.03 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.3%
Value ($000) $1,474 Shares 10,460 Est. Cost $79.92 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $1,466 Shares 9,533 Est. Cost $113.07 Unrealized -8.2%
MDT MEDTRONIC PLC 0.3%
Value ($000) $1,430 Shares 16,108 Est. Cost $58.16 Unrealized +16.3%
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $1,426 Shares 11,048 Est. Cost $65.74 Unrealized +46.4%
CB CHUBB LIMITED 0.3%
Value ($000) $1,402 Shares 9,645 Est. Cost $99.16 Unrealized +21.9%
TR TOOTSIE ROLL INDS INC 0.3%
Value ($000) $1,349 Shares 38,713 Est. Cost $24.70 Unrealized +23.0%
JCI JOHNSON CTLS INTL PLC 0.3%
Value ($000) $1,346 Shares 31,046 Est. Cost $33.35 Unrealized +3.0%
DUK DUKE ENERGY CORP NEW 0.3%
Value ($000) $1,182 Shares 14,139 Est. Cost $44.65 Unrealized +32.4%
IVOO VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $1,117 Shares 9,510 Est. Cost $98.15 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $1,114 Shares 7,263 Est. Cost $64.30 Unrealized +93.6%
CORE LABORATORIES N V 0.2%
Value ($000) $1,060 Shares 10,466 Est. Cost $133.41 Unrealized
BA BOEING CO 0.2%
Value ($000) $1,011 Shares 5,110 Est. Cost $113.02 Unrealized +54.7%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $974 Shares 13,135 Est. Cost $44.83 Unrealized +35.3%
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $973 Shares 11,695 Est. Cost $69.45 Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $915 Shares 8,400 Est. Cost $82.67 Unrealized +9.0%
CELGENE CORP 0.2%
Value ($000) $894 Shares 6,885 Est. Cost $109.56 Unrealized
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $874 Shares 7,182 Est. Cost $93.84 Unrealized +5.3%
BAC BANK AMER CORP 0.2%
Value ($000) $866 Shares 35,701 Est. Cost $11.98 Unrealized +59.5%
TE CONNECTIVITY LTD 0.2%
Value ($000) $851 Shares 10,821 Est. Cost $56.18 Unrealized
SWEDISH EXPT CR CORP 0.2%
Value ($000) $798 Shares 163,250 Est. Cost $5.93 Unrealized
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $797 Shares 3,106 Est. Cost $62.64 Unrealized +247.3%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.2%
Value ($000) $762 Shares 22,925 Est. Cost $39.20 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $753 Shares 6,410 Est. Cost $49.82 Unrealized +49.1%
GOOGL ALPHABET INC 0.2%
Value ($000) $712 Shares 766 Est. Cost $36.78 Unrealized +26.2%
LAM RESEARCH CORP 0.2%
Value ($000) $707 Shares 5,000 Est. Cost $44.31 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $705 Shares 12,087 Est. Cost $42.85 Unrealized +17.2%
QCOM QUALCOMM INC 0.2%
Value ($000) $701 Shares 12,700 Est. Cost $47.12 Unrealized -6.1%
HIFS HINGHAM INSTN SVGS MASS 0.1%
Value ($000) $691 Shares 3,800 Est. Cost $55.69 Unrealized +188.2%
ZBH ZIMMER BIOMET HLDGS INC 0.1%
Value ($000) $687 Shares 5,352 Est. Cost $68.50 Unrealized +61.3%
AMGN AMGEN INC 0.1%
Value ($000) $632 Shares 3,668 Est. Cost $113.38 Unrealized +10.6%
RCL ROYAL CARIBBEAN CRUISES LTD 0.1%
Value ($000) $601 Shares 5,500 Est. Cost $68.06 Unrealized +42.9%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $598 Shares 7,100 Est. Cost $74.20 Unrealized -5.3%
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $588 Shares 43,513 Est. Cost $4.66 Unrealized +90.9%
GOOG ALPHABET INC 0.1%
Value ($000) $587 Shares 646 Est. Cost $35.61 Unrealized +27.6%
CE CELANESE CORP DEL 0.1%
Value ($000) $560 Shares 5,900 Est. Cost $38.72 Unrealized +95.1%
LLY LILLY ELI & CO 0.1%
Value ($000) $535 Shares 6,500 Est. Cost $45.96 Unrealized +55.1%
WY WEYERHAEUSER CO 0.1%
Value ($000) $531 Shares 15,840 Est. Cost $18.15 Unrealized +32.4%
ENB ENBRIDGE INC 0.1%
Value ($000) $527 Shares 13,233 Est. Cost $24.73 Unrealized -3.7%
BARD C R INC 0.1%
Value ($000) $521 Shares 1,647 Est. Cost $230.13 Unrealized
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $521 Shares 1,485 Est. Cost $61.84 Unrealized +67.3%
VERSUM MATLS INC 0.1%
Value ($000) $509 Shares 15,653 Est. Cost $28.04 Unrealized
EPAM EPAM SYS INC 0.1%
Value ($000) $505 Shares 6,000 Est. Cost $72.98 Unrealized +10.1%
ES EVERSOURCE ENERGY 0.1%
Value ($000) $493 Shares 8,126 Est. Cost $37.02 Unrealized +21.7%
TEMPLETON GLOBAL INCOME FD 0.1%
Value ($000) $493 Shares 73,390 Est. Cost $6.53 Unrealized
FTV FORTIVE CORP 0.1%
Value ($000) $493 Shares 7,775 Est. Cost $30.87 Unrealized +23.1%
UNILEVER N V 0.1%
Value ($000) $489 Shares 8,850 Est. Cost $40.94 Unrealized
LNC LINCOLN NATL CORP IND 0.1%
Value ($000) $483 Shares 7,150 Est. Cost $22.50 Unrealized +107.1%
MO ALTRIA GROUP INC 0.1%
Value ($000) $480 Shares 6,452 Est. Cost $20.64 Unrealized +90.4%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $460 Shares 7,500 Est. Cost $33.96 Unrealized +38.0%
HOLX HOLOGIC INC 0.1%
Value ($000) $454 Shares 10,000 Est. Cost $20.89 Unrealized +111.3%
SO SOUTHERN CO 0.1%
Value ($000) $450 Shares 9,392 Est. Cost $28.85 Unrealized +21.6%
AON PLC 0.1%
Value ($000) $436 Shares 3,278 Est. Cost $64.37 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $419 Shares 7,527 Est. Cost $34.58 Unrealized +15.4%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $416 Shares 2,601 Est. Cost $90.27 Unrealized +67.2%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $414 Shares 10,000 Est. Cost $31.88 Unrealized +4.3%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $414 Shares 8,124 Est. Cost $25.61 Unrealized +48.2%
SRE SEMPRA ENERGY 0.1%
Value ($000) $400 Shares 3,550 Est. Cost $39.94 Unrealized +7.2%
D DOMINION ENERGY INC 0.1%
Value ($000) $392 Shares 5,110 Est. Cost $37.09 Unrealized +44.9%
AMZN AMAZON COM INC 0.1%
Value ($000) $387 Shares 400 Est. Cost $38.74 Unrealized +23.1%
VIG VANGUARD SPECIALIZED PORTFOL 0.1%
Value ($000) $368 Shares 3,971 Est. Cost $76.03 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $354 Shares 1,812 Est. Cost $109.99 Unrealized +46.0%
RY ROYAL BK CDA MONTREAL QUE 0.1%
Value ($000) $347 Shares 4,786 Est. Cost $60.32 Unrealized +16.2%
OKE ONEOK INC NEW 0.1%
Value ($000) $334 Shares 6,400 Est. Cost $22.12 Unrealized +37.0%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $331 Shares 7,418 Est. Cost $27.44 Unrealized +7.6%
MEDIDATA SOLUTIONS INC 0.1%
Value ($000) $328 Shares 4,195 Est. Cost $55.78 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $303 Shares 2,162 Est. Cost $19.08 Unrealized +44.3%
PNR PENTAIR PLC 0.1%
Value ($000) $299 Shares 4,495 Est. Cost $35.94 Unrealized +6.6%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $293 Shares 4,000 Est. Cost $55.88 Unrealized +11.9%
ETFS SILVER TR 0.1%
Value ($000) $286 Shares 17,300 Est. Cost $17.75 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $277 Shares 4,862 Est. Cost $27.45 Unrealized +65.5%
KMX CARMAX INC 0.1%
Value ($000) $272 Shares 4,315 Est. Cost $57.63 Unrealized +4.8%
CAT CATERPILLAR INC DEL 0.1%
Value ($000) $262 Shares 2,439 Est. Cost $73.74 Unrealized +14.0%
HON HONEYWELL INTL INC 0.1%
Value ($000) $261 Shares 1,958 Est. Cost $92.79 Unrealized +6.4%
FDX FEDEX CORP 0.1%
Value ($000) $261 Shares 1,200 Est. Cost $140.93 Unrealized +21.3%
POTASH CORP SASK INC 0.1%
Value ($000) $247 Shares 15,150 Est. Cost $27.52 Unrealized
AETNA INC NEW 0.1%
Value ($000) $243 Shares 1,600 Est. Cost $124.18 Unrealized
KBH KB HOME 0.1%
Value ($000) $240 Shares 9,994 Est. Cost $18.98 Unrealized 0.0%
USB US BANCORP DEL 0.1%
Value ($000) $236 Shares 4,554 Est. Cost $33.77 Unrealized +9.5%
COP CONOCOPHILLIPS 0.0%
Value ($000) $225 Shares 5,110 Est. Cost $31.13 Unrealized +14.0%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $224 Shares 2,446 Est. Cost $69.68 Unrealized -1.6%
SYY SYSCO CORP 0.0%
Value ($000) $215 Shares 4,280 Est. Cost $31.48 Unrealized +35.5%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $211 Shares 1,706 Est. Cost $98.18 Unrealized +9.1%
ORCL ORACLE CORP 0.0%
Value ($000) $205 Shares 4,080 Est. Cost $40.10 Unrealized 0.0%
CTAS CINTAS CORP 0.0%
Value ($000) $202 Shares 1,600 Est. Cost $27.09 Unrealized +5.1%
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $200 Shares 6,950 Est. Cost $9.28 Unrealized +9.1%