Private Harbour Investment Management & Counsel

Latest statistics and disclosures from Private Harbour Investment Management & Counsel's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IAU, SLV, NVDA, XOM, GOOGL, and represent 41.78% of Private Harbour Investment Management & Counsel's stock portfolio.
  • Added to shares of these 1 stock: MSFT.
  • Reduced shares in these 10 stocks: XOM, NVDA, SLV, STZ, IAU, AAPL, GOOGL, GLD, GOOG, V.
  • Sold out of its position in STZ.
  • Private Harbour Investment Management & Counsel was a net seller of stock by $-6.4M.
  • Private Harbour Investment Management & Counsel has $91M in assets under management (AUM), dropping by -4.80%.
  • Central Index Key (CIK): 0001453526

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Portfolio Holdings for Private Harbour Investment Management & Counsel

Private Harbour Investment Management & Counsel holds 36 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Gold Tr Ishares New (IAU) 17.6 $16M -2% 182k 88.16
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Ishares Silver Tr Ishares (SLV) 7.3 $6.6M -14% 97k 68.14
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NVIDIA Corporation (NVDA) 6.8 $6.2M -18% 35k 174.40
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Exxon Mobil Corporation (XOM) 5.1 $4.6M -33% 27k 169.66
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Alphabet Cap Stk Cl A (GOOGL) 5.1 $4.6M -2% 16k 287.56
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Microsoft Corporation (MSFT) 4.9 $4.4M +11% 12k 370.17
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Apple (AAPL) 4.5 $4.1M -2% 16k 253.79
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Eaton Corp SHS (ETN) 3.7 $3.4M 9.5k 357.67
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Spdr Gold Tr Gold Shs (GLD) 3.2 $2.9M -2% 6.7k 430.29
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Wal-Mart Stores (WMT) 3.0 $2.7M 22k 124.28
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Amazon (AMZN) 3.0 $2.7M 13k 208.27
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Chevron Corporation (CVX) 2.8 $2.5M 12k 206.90
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Pepsi (PEP) 2.6 $2.3M 15k 155.29
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Check Point Software Tech Lt Ord (CHKP) 2.5 $2.3M 16k 142.85
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WESCO International (WCC) 2.3 $2.1M 7.5k 273.62
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Procter & Gamble Company (PG) 2.2 $2.0M 14k 144.44
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Vertex Pharmaceuticals Incorporated (VRTX) 2.1 $2.0M 4.4k 446.54
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Proshares Tr Short Qqq (PSQ) 1.9 $1.7M 53k 32.19
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Visa Com Cl A (V) 1.8 $1.7M -2% 5.6k 302.24
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Aptar (ATR) 1.7 $1.6M 12k 126.02
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TJX Companies (TJX) 1.6 $1.4M -2% 9.0k 159.70
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L3harris Technologies (LHX) 1.6 $1.4M 4.1k 345.15
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Zoetis Cl A (ZTS) 1.5 $1.4M -2% 12k 118.21
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Intel Corporation (INTC) 1.5 $1.4M 31k 44.13
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Abbott Laboratories (ABT) 1.4 $1.3M 13k 102.67
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Stryker Corporation (SYK) 1.4 $1.3M 3.9k 328.59
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Alphabet Cap Stk Cl C (GOOG) 1.3 $1.2M -5% 4.1k 286.86
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Steris Shs Usd (STE) 1.1 $971k 4.4k 221.13
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Wec Energy Group (WEC) 1.1 $959k 8.3k 115.77
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Becton, Dickinson and (BDX) 0.9 $857k 5.4k 157.23
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.7 $619k 12k 49.95
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Ishares Tr Tips Bd Etf (TIP) 0.6 $536k 4.9k 110.36
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Newmont Mining Corporation (NEM) 0.5 $490k 4.5k 108.25
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Tesla Motors (TSLA) 0.3 $297k -5% 800.00 371.75
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Enterprise Products Partners (EPD) 0.3 $238k -4% 6.3k 37.84
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AFLAC Incorporated (AFL) 0.2 $219k 2.0k 109.71
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Past Filings by Private Harbour Investment Management & Counsel

SEC 13F filings are viewable for Private Harbour Investment Management & Counsel going back to 2013

View all past filings