Marble Harbor Investment Counsel as of Sept. 30, 2022
Portfolio Holdings for Marble Harbor Investment Counsel
Marble Harbor Investment Counsel holds 172 positions in its portfolio as reported in the September 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 6.1 | $40M | 291k | 138.20 | |
Microsoft Corporation (MSFT) | 6.0 | $39M | 169k | 232.90 | |
Automatic Data Processing (ADP) | 4.8 | $32M | 140k | 226.19 | |
Abbvie (ABBV) | 4.1 | $27M | 201k | 134.21 | |
Procter & Gamble Company (PG) | 3.3 | $21M | 169k | 126.25 | |
Iron Mountain (IRM) | 3.1 | $21M | 468k | 43.97 | |
Abbott Laboratories (ABT) | 2.9 | $19M | 197k | 96.76 | |
O'reilly Automotive (ORLY) | 2.8 | $18M | 26k | 703.36 | |
Cisco Systems (CSCO) | 2.8 | $18M | 458k | 40.00 | |
Fiserv (FI) | 2.7 | $18M | 187k | 93.57 | |
Pfizer (PFE) | 2.3 | $15M | 342k | 43.76 | |
Pepsi (PEP) | 2.2 | $15M | 90k | 163.26 | |
Exxon Mobil Corporation (XOM) | 2.0 | $13M | 149k | 87.31 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.0 | $13M | 357k | 36.49 | |
IDEXX Laboratories (IDXX) | 2.0 | $13M | 40k | 325.80 | |
Bank of Hawaii Corporation (BOH) | 1.8 | $12M | 158k | 76.12 | |
Walgreen Boots Alliance (WBA) | 1.8 | $12M | 373k | 31.40 | |
eBay (EBAY) | 1.8 | $12M | 318k | 36.81 | |
Dex (DXCM) | 1.7 | $11M | 142k | 80.54 | |
Paypal Holdings (PYPL) | 1.7 | $11M | 132k | 86.07 | |
EOG Resources (EOG) | 1.6 | $11M | 96k | 111.73 | |
Healthcare Rlty Tr Cl A Com (HR) | 1.6 | $11M | 504k | 20.85 | |
Progressive Corporation (PGR) | 1.5 | $10M | 86k | 116.20 | |
Northern Trust Corporation (NTRS) | 1.5 | $9.6M | 112k | 85.56 | |
Coca-Cola Company (KO) | 1.5 | $9.6M | 171k | 56.02 | |
Johnson & Johnson (JNJ) | 1.4 | $9.0M | 55k | 163.35 | |
Air Products & Chemicals (APD) | 1.3 | $8.5M | 36k | 232.73 | |
Parker-Hannifin Corporation (PH) | 1.1 | $6.9M | 29k | 242.32 | |
Eaton Vance Senior Floating Rate Fund (EFR) | 1.0 | $6.8M | 609k | 11.11 | |
Wal-Mart Stores (WMT) | 1.0 | $6.5M | 50k | 129.70 | |
McDonald's Corporation (MCD) | 1.0 | $6.4M | 28k | 230.73 | |
Organon & Co Common Stock (OGN) | 1.0 | $6.3M | 268k | 23.40 | |
Eaton Vance Floating-Rate Income Trust (EFT) | 0.9 | $6.1M | 536k | 11.36 | |
Merck & Co (MRK) | 0.9 | $6.1M | 71k | 86.12 | |
Ecolab (ECL) | 0.9 | $6.0M | 41k | 144.43 | |
Edwards Lifesciences (EW) | 0.9 | $5.7M | 69k | 82.64 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $5.4M | 20k | 267.04 | |
Stryker Corporation (SYK) | 0.8 | $5.3M | 26k | 202.52 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $5.2M | 16k | 328.30 | |
Danaher Corporation (DHR) | 0.8 | $5.0M | 19k | 258.29 | |
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.7 | $4.8M | 30k | 161.48 | |
Chevron Corporation (CVX) | 0.7 | $4.3M | 30k | 143.68 | |
Stericycle (SRCL) | 0.6 | $4.2M | 101k | 42.11 | |
Wells Fargo & Company (WFC) | 0.6 | $4.1M | 103k | 40.22 | |
General Electric Com New (GE) | 0.6 | $3.8M | 61k | 61.90 | |
Walt Disney Company (DIS) | 0.6 | $3.7M | 39k | 94.34 | |
Expeditors International of Washington (EXPD) | 0.5 | $3.3M | 38k | 88.32 | |
Diageo Spon Adr New (DEO) | 0.5 | $3.2M | 19k | 169.80 | |
Emerson Electric (EMR) | 0.5 | $3.1M | 42k | 73.22 | |
Vodafone Group Sponsored Adr (VOD) | 0.4 | $2.6M | 229k | 11.33 | |
Tapestry (TPR) | 0.4 | $2.5M | 90k | 28.43 | |
Raytheon Technologies Corp (RTX) | 0.4 | $2.4M | 29k | 81.87 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $2.3M | 14k | 170.90 | |
Chubb (CB) | 0.4 | $2.3M | 13k | 181.90 | |
World Gold Tr Spdr Gld Minis (GLDM) | 0.3 | $2.3M | 69k | 32.99 | |
Shell Spon Ads (SHEL) | 0.3 | $2.2M | 45k | 49.76 | |
Eli Lilly & Co. (LLY) | 0.3 | $2.2M | 6.9k | 323.37 | |
Home Depot (HD) | 0.3 | $2.2M | 8.0k | 275.96 | |
Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.1M | 22k | 96.15 | |
Union Pacific Corporation (UNP) | 0.3 | $2.0M | 11k | 194.84 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $1.8M | 13k | 143.43 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $1.7M | 22k | 80.16 | |
Intel Corporation (INTC) | 0.3 | $1.7M | 64k | 25.78 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.6M | 17k | 95.63 | |
Sherwin-Williams Company (SHW) | 0.2 | $1.6M | 7.9k | 204.81 | |
LKQ Corporation (LKQ) | 0.2 | $1.6M | 33k | 47.16 | |
Norfolk Southern (NSC) | 0.2 | $1.5M | 7.0k | 209.65 | |
Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.2 | $1.4M | 9.6k | 148.64 | |
Duke Energy Corp Com New (DUK) | 0.2 | $1.3M | 14k | 93.00 | |
American Express Company (AXP) | 0.2 | $1.3M | 9.3k | 134.95 | |
Te Connectivity SHS (TEL) | 0.2 | $1.2M | 11k | 110.36 | |
Nextera Energy (NEE) | 0.2 | $1.2M | 15k | 78.38 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $1.2M | 33k | 34.89 | |
Amazon (AMZN) | 0.2 | $1.2M | 10k | 113.03 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $1.1M | 11k | 104.55 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $1.1M | 2.8k | 401.79 | |
Tootsie Roll Industries (TR) | 0.2 | $1.1M | 34k | 33.27 | |
Bristol Myers Squibb (BMY) | 0.2 | $1.1M | 16k | 71.10 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $1.1M | 9.6k | 112.52 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.1M | 3.0k | 358.57 | |
Becton, Dickinson and (BDX) | 0.2 | $1.1M | 4.8k | 222.73 | |
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.2 | $1.1M | 67k | 15.92 | |
Starbucks Corporation (SBUX) | 0.2 | $1.0M | 12k | 84.28 | |
Lam Research Corporation (LRCX) | 0.2 | $1.0M | 2.8k | 366.18 | |
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.2 | $999k | 55k | 18.26 | |
Northrop Grumman Corporation (NOC) | 0.2 | $988k | 2.1k | 470.48 | |
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.2 | $985k | 15k | 66.62 | |
Costco Wholesale Corporation (COST) | 0.1 | $954k | 2.0k | 472.28 | |
At&t (T) | 0.1 | $930k | 61k | 15.34 | |
Swedish Expt Cr Corp Rog Ttl Etn 22 | 0.1 | $886k | 113k | 7.84 | |
Aon Shs Cl A (AON) | 0.1 | $867k | 3.2k | 267.84 | |
Medtronic SHS (MDT) | 0.1 | $861k | 11k | 80.78 | |
Hingham Institution for Savings (HIFS) | 0.1 | $805k | 3.2k | 251.17 | |
Colgate-Palmolive Company (CL) | 0.1 | $787k | 11k | 70.22 | |
Otis Worldwide Corp (OTIS) | 0.1 | $739k | 12k | 63.80 | |
Schlumberger Com Stk (SLB) | 0.1 | $704k | 20k | 35.91 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $667k | 4.9k | 135.07 | |
Onespaworld Holdings Ltd onespaworld hold (OSW) | 0.1 | $656k | 78k | 8.40 | |
Carrier Global Corporation (CARR) | 0.1 | $601k | 17k | 35.58 | |
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.1 | $582k | 15k | 38.16 | |
Mosaic (MOS) | 0.1 | $575k | 12k | 48.34 | |
3M Company (MMM) | 0.1 | $566k | 5.1k | 110.57 | |
Carlisle Companies (CSL) | 0.1 | $561k | 2.0k | 280.50 | |
Philip Morris International (PM) | 0.1 | $560k | 6.7k | 83.05 | |
Wec Energy Group (WEC) | 0.1 | $557k | 6.2k | 89.38 | |
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $554k | 5.0k | 110.03 | |
Bank of America Corporation (BAC) | 0.1 | $552k | 18k | 30.21 | |
Caterpillar (CAT) | 0.1 | $550k | 3.4k | 163.98 | |
Paychex (PAYX) | 0.1 | $547k | 4.9k | 112.14 | |
Honeywell International (HON) | 0.1 | $538k | 3.2k | 166.98 | |
Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $537k | 8.0k | 67.12 | |
Hologic (HOLX) | 0.1 | $529k | 8.2k | 64.51 | |
Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $526k | 18k | 28.56 | |
United Parcel Service CL B (UPS) | 0.1 | $522k | 3.2k | 161.61 | |
Boeing Company (BA) | 0.1 | $517k | 4.3k | 121.08 | |
SYSCO Corporation (SYY) | 0.1 | $507k | 7.2k | 70.73 | |
Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $503k | 10k | 50.30 | |
Amgen (AMGN) | 0.1 | $478k | 2.1k | 225.26 | |
Huntington Bancshares Incorporated (HBAN) | 0.1 | $470k | 36k | 13.17 | |
Fortive (FTV) | 0.1 | $466k | 8.0k | 58.29 | |
Lowe's Companies (LOW) | 0.1 | $452k | 2.4k | 187.86 | |
Rbc Cad (RY) | 0.1 | $451k | 5.0k | 90.09 | |
Verizon Communications (VZ) | 0.1 | $446k | 12k | 37.98 | |
Enbridge (ENB) | 0.1 | $444k | 12k | 37.08 | |
RPM International (RPM) | 0.1 | $441k | 5.3k | 83.33 | |
Waste Management (WM) | 0.1 | $440k | 2.7k | 160.12 | |
Rockwell Automation (ROK) | 0.1 | $432k | 2.0k | 214.93 | |
Southern Company (SO) | 0.1 | $421k | 6.2k | 68.00 | |
Nutrien (NTR) | 0.1 | $416k | 5.0k | 83.37 | |
CVS Caremark Corporation (CVS) | 0.1 | $399k | 4.2k | 95.34 | |
NVIDIA Corporation (NVDA) | 0.1 | $398k | 3.3k | 121.49 | |
ConocoPhillips (COP) | 0.1 | $374k | 3.7k | 102.41 | |
Tractor Supply Company (TSCO) | 0.1 | $372k | 2.0k | 186.00 | |
Vanguard World Fds Financials Etf (VFH) | 0.1 | $372k | 5.0k | 74.40 | |
Blackstone Group Inc Com Cl A (BX) | 0.1 | $343k | 4.1k | 83.66 | |
Illinois Tool Works (ITW) | 0.1 | $339k | 1.9k | 180.80 | |
Sempra Energy (SRE) | 0.1 | $337k | 2.3k | 149.78 | |
Eversource Energy (ES) | 0.1 | $332k | 4.3k | 77.92 | |
FedEx Corporation (FDX) | 0.0 | $319k | 2.2k | 148.37 | |
International Business Machines (IBM) | 0.0 | $309k | 2.6k | 118.66 | |
Waters Corporation (WAT) | 0.0 | $305k | 1.1k | 269.91 | |
Toronto Dominion Bk Ont Com New (TD) | 0.0 | $301k | 4.9k | 61.30 | |
Nucor Corporation (NUE) | 0.0 | $300k | 2.8k | 107.14 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $297k | 3.7k | 79.95 | |
Altria (MO) | 0.0 | $295k | 7.3k | 40.35 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $293k | 821.00 | 356.88 | |
Thermo Fisher Scientific (TMO) | 0.0 | $293k | 578.00 | 506.92 | |
Roper Industries (ROP) | 0.0 | $292k | 813.00 | 359.16 | |
Dupont De Nemours (DD) | 0.0 | $286k | 5.7k | 50.33 | |
CarMax (KMX) | 0.0 | $277k | 4.2k | 65.95 | |
Zimmer Holdings (ZBH) | 0.0 | $273k | 2.6k | 104.52 | |
Rollins (ROL) | 0.0 | $266k | 7.7k | 34.70 | |
IDEX Corporation (IEX) | 0.0 | $262k | 1.3k | 199.85 | |
Dow (DOW) | 0.0 | $250k | 5.7k | 43.95 | |
Johnson Ctls Intl SHS (JCI) | 0.0 | $243k | 4.9k | 49.27 | |
Laboratory Corp Amer Hldgs Com New | 0.0 | $237k | 1.2k | 204.49 | |
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) | 0.0 | $229k | 9.5k | 24.11 | |
Genuine Parts Company (GPC) | 0.0 | $226k | 1.5k | 149.47 | |
Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $219k | 4.8k | 45.79 | |
Boston Scientific Corporation (BSX) | 0.0 | $217k | 5.6k | 38.75 | |
Unilever Spon Adr New (UL) | 0.0 | $215k | 4.9k | 43.88 | |
Celanese Corporation (CE) | 0.0 | $212k | 2.4k | 90.21 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $212k | 825.00 | 256.97 | |
Alliant Energy Corporation (LNT) | 0.0 | $212k | 4.0k | 53.00 | |
TransDigm Group Incorporated (TDG) | 0.0 | $210k | 400.00 | 525.00 | |
Nike CL B (NKE) | 0.0 | $200k | 2.4k | 82.99 | |
Dominion Resources (D) | 0.0 | $200k | 2.9k | 68.99 | |
Warner Bros Discovery Com Ser A (WBD) | 0.0 | $167k | 15k | 11.48 | |
Viatris (VTRS) | 0.0 | $149k | 18k | 8.52 | |
Eaton Vance Sr Income Tr Sh Ben Int (EVF) | 0.0 | $95k | 18k | 5.28 | |
Nuveen Muni Value Fund (NUV) | 0.0 | $85k | 10k | 8.50 | |
Cardiol Therapeutics Com Cl A (CRDL) | 0.0 | $38k | 37k | 1.03 |