Marble Harbor Investment Counsel as of March 31, 2023
Portfolio Holdings for Marble Harbor Investment Counsel
Marble Harbor Investment Counsel holds 189 positions in its portfolio as reported in the March 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 6.4 | $50M | 172k | 288.30 | |
Apple (AAPL) | 6.3 | $48M | 293k | 164.90 | |
Abbvie (ABBV) | 4.2 | $33M | 205k | 159.37 | |
Automatic Data Processing (ADP) | 4.0 | $31M | 140k | 222.63 | |
Procter & Gamble Company (PG) | 3.3 | $26M | 172k | 148.69 | |
Iron Mountain (IRM) | 3.2 | $25M | 469k | 52.91 | |
Cisco Systems (CSCO) | 3.2 | $24M | 466k | 52.27 | |
Fiserv (FI) | 2.8 | $21M | 189k | 113.03 | |
Abbott Laboratories (ABT) | 2.7 | $21M | 203k | 101.26 | |
IDEXX Laboratories (IDXX) | 2.6 | $20M | 41k | 500.08 | |
O'reilly Automotive (ORLY) | 2.4 | $19M | 22k | 848.98 | |
Pepsi (PEP) | 2.2 | $17M | 91k | 182.30 | |
Dex (DXCM) | 2.1 | $17M | 143k | 116.18 | |
Exxon Mobil Corporation (XOM) | 2.1 | $16M | 150k | 109.66 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.0 | $15M | 377k | 40.40 | |
eBay (EBAY) | 1.9 | $15M | 327k | 44.37 | |
Pfizer (PFE) | 1.8 | $14M | 349k | 40.80 | |
Walgreen Boots Alliance (WBA) | 1.7 | $13M | 387k | 34.58 | |
Progressive Corporation (PGR) | 1.6 | $12M | 86k | 143.06 | |
EOG Resources (EOG) | 1.4 | $11M | 96k | 114.63 | |
Coca-Cola Company (KO) | 1.4 | $11M | 175k | 62.03 | |
Paypal Holdings (PYPL) | 1.4 | $11M | 141k | 75.94 | |
Air Products & Chemicals (APD) | 1.3 | $10M | 36k | 287.21 | |
Healthcare Rlty Tr Cl A Com (HR) | 1.3 | $10M | 530k | 19.33 | |
Northern Trust Corporation (NTRS) | 1.3 | $10M | 115k | 88.13 | |
Parker-Hannifin Corporation (PH) | 1.3 | $10M | 30k | 336.11 | |
Bank of Hawaii Corporation (BOH) | 1.3 | $10M | 193k | 52.08 | |
Johnson & Johnson (JNJ) | 1.2 | $8.9M | 58k | 155.00 | |
Wal-Mart Stores (WMT) | 1.0 | $8.1M | 55k | 147.45 | |
McDonald's Corporation (MCD) | 1.0 | $7.7M | 28k | 279.61 | |
Merck & Co (MRK) | 1.0 | $7.6M | 72k | 106.39 | |
Walt Disney Company (DIS) | 1.0 | $7.4M | 74k | 100.13 | |
Stryker Corporation (SYK) | 1.0 | $7.4M | 26k | 285.47 | |
Ecolab (ECL) | 0.9 | $7.2M | 44k | 165.53 | |
Eaton Vance Floating-Rate Income Trust (EFT) | 0.9 | $6.9M | 601k | 11.51 | |
Eaton Vance Senior Floating Rate Fund (EFR) | 0.9 | $6.9M | 609k | 11.33 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $6.9M | 18k | 376.07 | |
Organon & Co Common Stock (OGN) | 0.8 | $6.4M | 274k | 23.52 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $6.2M | 20k | 308.77 | |
Edwards Lifesciences (EW) | 0.8 | $6.1M | 73k | 82.73 | |
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.8 | $5.9M | 67k | 88.79 | |
General Electric Com New (GE) | 0.7 | $5.7M | 59k | 95.60 | |
Danaher Corporation (DHR) | 0.7 | $5.1M | 20k | 252.04 | |
Chevron Corporation (CVX) | 0.6 | $4.9M | 30k | 163.16 | |
Wells Fargo & Company (WFC) | 0.6 | $4.4M | 117k | 37.38 | |
Stericycle (SRCL) | 0.6 | $4.3M | 99k | 43.61 | |
Expeditors International of Washington (EXPD) | 0.5 | $4.2M | 38k | 110.12 | |
Tapestry (TPR) | 0.5 | $3.9M | 91k | 43.11 | |
Emerson Electric (EMR) | 0.5 | $3.7M | 42k | 87.14 | |
Diageo Spon Adr New (DEO) | 0.4 | $3.4M | 19k | 181.18 | |
Shell Spon Ads (SHEL) | 0.4 | $2.8M | 49k | 57.54 | |
Raytheon Technologies Corp (RTX) | 0.4 | $2.8M | 29k | 97.93 | |
World Gold Tr Spdr Gld Minis (GLDM) | 0.4 | $2.8M | 72k | 39.11 | |
Home Depot (HD) | 0.3 | $2.6M | 8.8k | 295.13 | |
Chubb (CB) | 0.3 | $2.6M | 13k | 194.18 | |
Eli Lilly & Co. (LLY) | 0.3 | $2.4M | 7.0k | 343.42 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $2.4M | 13k | 189.55 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $2.3M | 22k | 103.73 | |
Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.3M | 22k | 104.00 | |
Union Pacific Corporation (UNP) | 0.3 | $2.3M | 11k | 201.26 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $2.2M | 27k | 83.04 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $2.1M | 14k | 158.76 | |
Sherwin-Williams Company (SHW) | 0.3 | $2.1M | 9.4k | 224.77 | |
Vodafone Group Sponsored Adr (VOD) | 0.3 | $2.0M | 184k | 11.04 | |
Intel Corporation (INTC) | 0.3 | $2.0M | 62k | 32.67 | |
LKQ Corporation (LKQ) | 0.2 | $1.9M | 33k | 56.76 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $1.6M | 3.6k | 458.41 | |
Ge Healthcare Technologies I Common Stock (GEHC) | 0.2 | $1.6M | 20k | 82.03 | |
Norfolk Southern (NSC) | 0.2 | $1.6M | 7.4k | 212.01 | |
American Express Company (AXP) | 0.2 | $1.5M | 9.3k | 164.95 | |
Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.2 | $1.5M | 18k | 84.68 | |
Tootsie Roll Industries (TR) | 0.2 | $1.5M | 34k | 44.91 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $1.5M | 11k | 130.31 | |
Lam Research Corporation (LRCX) | 0.2 | $1.5M | 2.8k | 530.12 | |
Te Connectivity SHS (TEL) | 0.2 | $1.4M | 11k | 131.15 | |
Duke Energy Corp Com New (DUK) | 0.2 | $1.4M | 14k | 96.47 | |
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.2 | $1.3M | 56k | 23.11 | |
Starbucks Corporation (SBUX) | 0.2 | $1.3M | 12k | 104.13 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $1.3M | 9.6k | 134.22 | |
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.2 | $1.3M | 67k | 18.87 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.2M | 3.0k | 411.09 | |
Bristol Myers Squibb (BMY) | 0.2 | $1.2M | 18k | 69.31 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $1.2M | 31k | 39.46 | |
At&t (T) | 0.2 | $1.2M | 61k | 19.25 | |
Becton, Dickinson and (BDX) | 0.1 | $1.2M | 4.7k | 247.54 | |
Nextera Energy (NEE) | 0.1 | $1.1M | 15k | 77.08 | |
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $1.1M | 15k | 72.08 | |
Amazon (AMZN) | 0.1 | $1.0M | 10k | 103.29 | |
Costco Wholesale Corporation (COST) | 0.1 | $1.0M | 2.1k | 496.76 | |
Onespaworld Holdings Ltd onespaworld hold (OSW) | 0.1 | $1.0M | 85k | 11.99 | |
Aon Shs Cl A (AON) | 0.1 | $985k | 3.1k | 315.29 | |
Northrop Grumman Corporation (NOC) | 0.1 | $923k | 2.0k | 461.72 | |
Boeing Company (BA) | 0.1 | $907k | 4.3k | 212.43 | |
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.1 | $897k | 22k | 40.57 | |
Medtronic SHS (MDT) | 0.1 | $896k | 11k | 80.62 | |
NVIDIA Corporation (NVDA) | 0.1 | $855k | 3.1k | 277.79 | |
Caterpillar (CAT) | 0.1 | $842k | 3.7k | 228.84 | |
Schlumberger Com Stk (SLB) | 0.1 | $830k | 17k | 49.10 | |
Colgate-Palmolive Company (CL) | 0.1 | $804k | 11k | 75.15 | |
Carrier Global Corporation (CARR) | 0.1 | $773k | 17k | 45.75 | |
Philip Morris International (PM) | 0.1 | $773k | 7.9k | 97.25 | |
Hingham Institution for Savings (HIFS) | 0.1 | $748k | 3.2k | 233.44 | |
Illinois Tool Works (ITW) | 0.1 | $743k | 3.1k | 243.45 | |
Wec Energy Group (WEC) | 0.1 | $733k | 7.7k | 94.79 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $724k | 2.3k | 320.93 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $709k | 4.6k | 154.01 | |
SYSCO Corporation (SYY) | 0.1 | $700k | 9.1k | 77.23 | |
United Parcel Service CL B (UPS) | 0.1 | $692k | 3.6k | 193.99 | |
Otis Worldwide Corp (OTIS) | 0.1 | $681k | 8.1k | 84.40 | |
Hologic (HOLX) | 0.1 | $662k | 8.2k | 80.70 | |
Morgan Stanley Com New (MS) | 0.1 | $635k | 7.2k | 87.80 | |
Fortive (FTV) | 0.1 | $627k | 9.2k | 68.17 | |
Honeywell International (HON) | 0.1 | $625k | 3.3k | 191.12 | |
Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $590k | 7.8k | 76.18 | |
Mosaic (MOS) | 0.1 | $569k | 12k | 45.88 | |
Rockwell Automation (ROK) | 0.1 | $561k | 1.9k | 293.45 | |
Amgen (AMGN) | 0.1 | $557k | 2.3k | 241.73 | |
Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $555k | 18k | 30.13 | |
Ishares Tr Latn Amer 40 Etf (ILF) | 0.1 | $549k | 23k | 23.87 | |
Paychex (PAYX) | 0.1 | $530k | 4.6k | 114.59 | |
Bank of America Corporation (BAC) | 0.1 | $520k | 18k | 28.60 | |
Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $504k | 10k | 50.39 | |
FedEx Corporation (FDX) | 0.1 | $491k | 2.2k | 228.49 | |
Rbc Cad (RY) | 0.1 | $479k | 5.0k | 95.58 | |
Tractor Supply Company (TSCO) | 0.1 | $470k | 2.0k | 235.04 | |
ConocoPhillips (COP) | 0.1 | $466k | 4.7k | 99.21 | |
Nutrien (NTR) | 0.1 | $465k | 6.3k | 73.85 | |
RPM International (RPM) | 0.1 | $462k | 5.3k | 87.24 | |
3M Company (MMM) | 0.1 | $454k | 4.3k | 105.11 | |
Carlisle Companies (CSL) | 0.1 | $452k | 2.0k | 226.07 | |
Enbridge (ENB) | 0.1 | $446k | 12k | 38.15 | |
Waste Management (WM) | 0.1 | $444k | 2.7k | 163.17 | |
Genuine Parts Company (GPC) | 0.1 | $441k | 2.6k | 167.31 | |
Southern Company (SO) | 0.1 | $431k | 6.2k | 69.58 | |
Clorox Company (CLX) | 0.1 | $411k | 2.6k | 158.24 | |
Dupont De Nemours (DD) | 0.1 | $408k | 5.7k | 71.77 | |
Huntington Bancshares Incorporated (HBAN) | 0.1 | $400k | 36k | 11.20 | |
Lowe's Companies (LOW) | 0.1 | $398k | 2.0k | 199.97 | |
TransDigm Group Incorporated (TDG) | 0.0 | $369k | 500.00 | 737.05 | |
Verizon Communications (VZ) | 0.0 | $361k | 9.3k | 38.89 | |
Blackstone Group Inc Com Cl A (BX) | 0.0 | $360k | 4.1k | 87.84 | |
Roper Industries (ROP) | 0.0 | $358k | 813.00 | 440.69 | |
Ishares Em Mkts Div Etf (DVYE) | 0.0 | $356k | 15k | 24.54 | |
Select Sector Spdr Tr Financial (XLF) | 0.0 | $354k | 11k | 32.15 | |
Waters Corporation (WAT) | 0.0 | $350k | 1.1k | 309.63 | |
Nucor Corporation (NUE) | 0.0 | $348k | 2.3k | 154.47 | |
Nike CL B (NKE) | 0.0 | $345k | 2.8k | 122.64 | |
Altria (MO) | 0.0 | $344k | 7.7k | 44.62 | |
Sempra Energy (SRE) | 0.0 | $340k | 2.3k | 151.16 | |
Zimmer Holdings (ZBH) | 0.0 | $338k | 2.6k | 129.20 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $336k | 821.00 | 409.19 | |
Thermo Fisher Scientific (TMO) | 0.0 | $333k | 578.00 | 576.37 | |
International Business Machines (IBM) | 0.0 | $328k | 2.5k | 131.09 | |
Eversource Energy (ES) | 0.0 | $326k | 4.2k | 78.26 | |
Toronto Dominion Bk Ont Com New (TD) | 0.0 | $318k | 5.3k | 59.90 | |
Hubbell (HUBB) | 0.0 | $314k | 1.3k | 243.31 | |
Dow (DOW) | 0.0 | $312k | 5.7k | 54.82 | |
CVS Caremark Corporation (CVS) | 0.0 | $311k | 4.2k | 74.31 | |
Cummins (CMI) | 0.0 | $311k | 1.3k | 238.88 | |
IDEX Corporation (IEX) | 0.0 | $303k | 1.3k | 231.11 | |
Johnson Ctls Intl SHS (JCI) | 0.0 | $297k | 4.9k | 60.22 | |
Oracle Corporation (ORCL) | 0.0 | $293k | 3.2k | 92.92 | |
Axon Enterprise (AXON) | 0.0 | $292k | 1.3k | 224.85 | |
Rollins (ROL) | 0.0 | $288k | 7.7k | 37.53 | |
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $282k | 2.1k | 132.01 | |
CarMax (KMX) | 0.0 | $270k | 4.2k | 64.28 | |
Unilever Spon Adr New (UL) | 0.0 | $267k | 5.2k | 51.93 | |
Laboratory Corp Amer Hldgs Com New | 0.0 | $266k | 1.2k | 229.42 | |
Celanese Corporation (CE) | 0.0 | $256k | 2.4k | 108.89 | |
Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $255k | 4.8k | 53.35 | |
WD-40 Company (WDFC) | 0.0 | $249k | 1.4k | 178.05 | |
Pentair SHS (PNR) | 0.0 | $245k | 4.4k | 55.27 | |
Dover Corporation (DOV) | 0.0 | $243k | 1.6k | 151.94 | |
Analog Devices (ADI) | 0.0 | $240k | 1.2k | 197.22 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $236k | 825.00 | 285.81 | |
AvalonBay Communities (AVB) | 0.0 | $235k | 1.4k | 168.06 | |
Hp (HPQ) | 0.0 | $231k | 7.9k | 29.35 | |
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) | 0.0 | $223k | 8.5k | 26.28 | |
Gilead Sciences (GILD) | 0.0 | $223k | 2.7k | 82.97 | |
Target Corporation (TGT) | 0.0 | $219k | 1.3k | 165.60 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $218k | 400.00 | 545.67 | |
Us Bancorp Del Com New (USB) | 0.0 | $218k | 6.1k | 36.05 | |
Qualcomm (QCOM) | 0.0 | $217k | 1.7k | 127.58 | |
Alliant Energy Corporation (LNT) | 0.0 | $214k | 4.0k | 53.40 | |
Warner Bros Discovery Com Ser A (WBD) | 0.0 | $206k | 14k | 15.10 | |
Oneok (OKE) | 0.0 | $203k | 3.2k | 63.54 | |
Eaton Vance Sr Income Tr Sh Ben Int (EVF) | 0.0 | $115k | 22k | 5.35 | |
Nuveen Muni Value Fund (NUV) | 0.0 | $88k | 10k | 8.81 | |
Cardiol Therapeutics Com Cl A (CRDL) | 0.0 | $18k | 37k | 0.49 |