Marble Harbor Investment Counsel as of Dec. 31, 2023
Portfolio Holdings for Marble Harbor Investment Counsel
Marble Harbor Investment Counsel holds 197 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 7.8 | $63M | 169k | 376.04 | |
Apple (AAPL) | 6.7 | $55M | 284k | 192.53 | |
Iron Mountain (IRM) | 3.9 | $32M | 454k | 69.98 | |
Automatic Data Processing (ADP) | 3.9 | $32M | 136k | 232.97 | |
Abbvie (ABBV) | 3.7 | $30M | 196k | 154.97 | |
Fiserv (FI) | 3.0 | $25M | 186k | 132.84 | |
Cisco Systems (CSCO) | 2.9 | $23M | 462k | 50.52 | |
Procter & Gamble Company (PG) | 2.8 | $23M | 157k | 146.54 | |
IDEXX Laboratories (IDXX) | 2.8 | $23M | 41k | 555.05 | |
Abbott Laboratories (ABT) | 2.7 | $22M | 197k | 110.07 | |
O'reilly Automotive (ORLY) | 2.6 | $21M | 22k | 950.08 | |
Dex (DXCM) | 2.2 | $18M | 145k | 124.09 | |
Healthcare Rlty Tr Cl A Com (HR) | 1.9 | $16M | 913k | 17.23 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.9 | $15M | 366k | 41.10 | |
Pepsi (PEP) | 1.8 | $15M | 88k | 169.84 | |
Exxon Mobil Corporation (XOM) | 1.8 | $15M | 146k | 99.98 | |
eBay (EBAY) | 1.7 | $14M | 323k | 43.62 | |
Parker-Hannifin Corporation (PH) | 1.7 | $14M | 30k | 460.70 | |
Progressive Corporation (PGR) | 1.5 | $12M | 75k | 159.28 | |
EOG Resources (EOG) | 1.4 | $12M | 96k | 120.95 | |
Walgreen Boots Alliance (WBA) | 1.4 | $11M | 421k | 26.11 | |
Coca-Cola Company (KO) | 1.3 | $10M | 174k | 58.93 | |
Pfizer (PFE) | 1.3 | $10M | 356k | 28.79 | |
Air Products & Chemicals (APD) | 1.2 | $10M | 37k | 273.80 | |
Northern Trust Corporation (NTRS) | 1.2 | $9.9M | 118k | 84.38 | |
Paypal Holdings (PYPL) | 1.2 | $9.7M | 158k | 61.41 | |
Eaton Vance Senior Floating Rate Fund (EFR) | 1.2 | $9.5M | 748k | 12.66 | |
Johnson & Johnson (JNJ) | 1.1 | $9.0M | 58k | 156.74 | |
Ecolab (ECL) | 1.1 | $8.8M | 44k | 198.35 | |
Wal-Mart Stores (WMT) | 1.0 | $8.4M | 53k | 157.65 | |
Stryker Corporation (SYK) | 1.0 | $8.3M | 28k | 299.46 | |
Merck & Co (MRK) | 1.0 | $7.8M | 72k | 109.02 | |
General Electric Com New (GE) | 1.0 | $7.8M | 61k | 127.63 | |
Walt Disney Company (DIS) | 0.9 | $7.6M | 84k | 90.29 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $7.6M | 17k | 436.80 | |
McDonald's Corporation (MCD) | 0.9 | $7.4M | 25k | 296.52 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $7.0M | 20k | 356.66 | |
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.9 | $6.9M | 70k | 99.19 | |
Bank of Hawaii Corporation (BOH) | 0.7 | $6.1M | 84k | 72.46 | |
Wells Fargo & Company (WFC) | 0.7 | $5.7M | 116k | 49.22 | |
Edwards Lifesciences (EW) | 0.7 | $5.6M | 74k | 76.25 | |
Danaher Corporation (DHR) | 0.6 | $4.9M | 21k | 231.34 | |
Chevron Corporation (CVX) | 0.6 | $4.9M | 33k | 149.16 | |
Eaton Vance Floating-Rate Income Trust (EFT) | 0.6 | $4.9M | 389k | 12.55 | |
Stericycle (SRCL) | 0.6 | $4.8M | 98k | 49.56 | |
Expeditors International of Washington (EXPD) | 0.6 | $4.8M | 37k | 127.20 | |
Emerson Electric (EMR) | 0.5 | $3.7M | 38k | 97.33 | |
Eli Lilly & Co. (LLY) | 0.4 | $3.6M | 6.2k | 582.92 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $3.5M | 25k | 139.69 | |
Sherwin-Williams Company (SHW) | 0.4 | $3.3M | 11k | 311.90 | |
Home Depot (HD) | 0.4 | $3.2M | 9.2k | 346.56 | |
Shell Spon Ads (SHEL) | 0.4 | $3.1M | 48k | 65.80 | |
Alphabet Cap Stk Cl C (GOOG) | 0.4 | $3.1M | 22k | 140.93 | |
Chubb (CB) | 0.4 | $3.0M | 13k | 226.00 | |
Union Pacific Corporation (UNP) | 0.4 | $3.0M | 12k | 245.62 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.4 | $2.9M | 16k | 179.97 | |
World Gold Tr Spdr Gld Minis (GLDM) | 0.3 | $2.8M | 70k | 40.91 | |
Intel Corporation (INTC) | 0.3 | $2.7M | 53k | 50.25 | |
Diageo Spon Adr New (DEO) | 0.3 | $2.7M | 18k | 145.66 | |
Tapestry (TPR) | 0.3 | $2.6M | 71k | 36.81 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $2.5M | 12k | 213.32 | |
Raytheon Technologies Corp (RTX) | 0.3 | $2.4M | 29k | 84.14 | |
Organon & Co Common Stock (OGN) | 0.3 | $2.3M | 157k | 14.42 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $2.2M | 25k | 88.36 | |
Lam Research Corporation (LRCX) | 0.3 | $2.2M | 2.8k | 783.26 | |
JPMorgan Chase & Co. (JPM) | 0.3 | $2.1M | 12k | 170.10 | |
Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.2 | $2.0M | 21k | 93.97 | |
American Express Company (AXP) | 0.2 | $1.8M | 9.4k | 187.34 | |
Norfolk Southern (NSC) | 0.2 | $1.7M | 7.4k | 236.39 | |
Te Connectivity SHS (TEL) | 0.2 | $1.6M | 11k | 140.50 | |
LKQ Corporation (LKQ) | 0.2 | $1.5M | 32k | 47.79 | |
Ge Healthcare Technologies I Common Stock (GEHC) | 0.2 | $1.5M | 19k | 77.32 | |
Amazon (AMZN) | 0.2 | $1.5M | 9.7k | 151.94 | |
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.2 | $1.4M | 63k | 22.77 | |
Costco Wholesale Corporation (COST) | 0.2 | $1.4M | 2.1k | 659.94 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.3M | 2.8k | 477.65 | |
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.2 | $1.3M | 67k | 19.74 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $1.3M | 2.6k | 507.38 | |
Duke Energy Corp Com New (DUK) | 0.2 | $1.3M | 13k | 97.04 | |
Vodafone Group Sponsored Adr (VOD) | 0.1 | $1.2M | 140k | 8.70 | |
NVIDIA Corporation (NVDA) | 0.1 | $1.2M | 2.4k | 495.26 | |
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $1.2M | 14k | 81.10 | |
Tootsie Roll Industries (TR) | 0.1 | $1.2M | 35k | 33.24 | |
Starbucks Corporation (SBUX) | 0.1 | $1.2M | 12k | 96.01 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.1M | 2.8k | 409.52 | |
Becton, Dickinson and (BDX) | 0.1 | $1.1M | 4.7k | 243.83 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.1M | 28k | 40.21 | |
Boeing Company (BA) | 0.1 | $1.1M | 4.3k | 260.66 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $1.1M | 9.1k | 121.51 | |
Caterpillar (CAT) | 0.1 | $1.1M | 3.7k | 295.67 | |
Nextera Energy (NEE) | 0.1 | $1.1M | 18k | 60.74 | |
Carrier Global Corporation (CARR) | 0.1 | $984k | 17k | 57.45 | |
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $967k | 5.7k | 168.54 | |
Aon Shs Cl A (AON) | 0.1 | $909k | 3.1k | 291.02 | |
Nike CL B (NKE) | 0.1 | $871k | 8.0k | 108.57 | |
At&t (T) | 0.1 | $866k | 52k | 16.78 | |
Schlumberger Com Stk (SLB) | 0.1 | $833k | 16k | 52.04 | |
Colgate-Palmolive Company (CL) | 0.1 | $829k | 10k | 79.71 | |
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.1 | $796k | 19k | 42.59 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $795k | 4.7k | 170.40 | |
Fortive (FTV) | 0.1 | $776k | 11k | 73.63 | |
Illinois Tool Works (ITW) | 0.1 | $753k | 2.9k | 261.94 | |
Onespaworld Holdings Ltd onespaworld hold (OSW) | 0.1 | $753k | 53k | 14.10 | |
Otis Worldwide Corp (OTIS) | 0.1 | $744k | 8.3k | 89.47 | |
Amgen (AMGN) | 0.1 | $713k | 2.5k | 288.00 | |
Bristol Myers Squibb (BMY) | 0.1 | $678k | 13k | 51.31 | |
Vanguard World Fds Financials Etf (VFH) | 0.1 | $669k | 7.3k | 92.26 | |
Northrop Grumman Corporation (NOC) | 0.1 | $661k | 1.4k | 468.14 | |
Wec Energy Group (WEC) | 0.1 | $651k | 7.7k | 84.17 | |
Philip Morris International (PM) | 0.1 | $638k | 6.8k | 94.08 | |
Carlisle Companies (CSL) | 0.1 | $625k | 2.0k | 312.43 | |
SYSCO Corporation (SYY) | 0.1 | $617k | 8.4k | 73.13 | |
Bank of America Corporation (BAC) | 0.1 | $615k | 18k | 33.67 | |
Rockwell Automation (ROK) | 0.1 | $593k | 1.9k | 310.48 | |
Hologic (HOLX) | 0.1 | $586k | 8.2k | 71.45 | |
Veralto Corp Com Shs (VLTO) | 0.1 | $565k | 6.9k | 82.26 | |
Paychex (PAYX) | 0.1 | $561k | 4.7k | 119.11 | |
FedEx Corporation (FDX) | 0.1 | $544k | 2.2k | 252.97 | |
Ishares Em Mkts Div Etf (DVYE) | 0.1 | $538k | 20k | 26.49 | |
Honeywell International (HON) | 0.1 | $530k | 2.5k | 209.71 | |
Waste Management (WM) | 0.1 | $516k | 2.9k | 179.10 | |
Rbc Cad (RY) | 0.1 | $506k | 5.0k | 101.13 | |
TransDigm Group Incorporated (TDG) | 0.1 | $506k | 500.00 | 1011.60 | |
Southern Company (SO) | 0.1 | $458k | 6.5k | 70.12 | |
Huntington Bancshares Incorporated (HBAN) | 0.1 | $458k | 36k | 12.72 | |
RPM International (RPM) | 0.1 | $458k | 4.1k | 111.63 | |
Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $454k | 5.5k | 83.31 | |
ConocoPhillips (COP) | 0.1 | $449k | 3.9k | 116.07 | |
United Parcel Service CL B (UPS) | 0.1 | $449k | 2.9k | 157.23 | |
Lowe's Companies (LOW) | 0.1 | $444k | 2.0k | 222.55 | |
Roper Industries (ROP) | 0.1 | $443k | 813.00 | 545.17 | |
Tractor Supply Company (TSCO) | 0.1 | $443k | 2.1k | 215.03 | |
Mosaic (MOS) | 0.1 | $443k | 12k | 35.73 | |
Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $436k | 900.00 | 484.00 | |
Medtronic SHS (MDT) | 0.1 | $431k | 5.2k | 82.38 | |
Hubbell (HUBB) | 0.1 | $425k | 1.3k | 328.93 | |
Analog Devices (ADI) | 0.1 | $422k | 2.1k | 198.56 | |
Enbridge (ENB) | 0.1 | $421k | 12k | 36.02 | |
International Business Machines (IBM) | 0.1 | $420k | 2.6k | 163.55 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $419k | 1.5k | 277.15 | |
Blackstone Group Inc Com Cl A (BX) | 0.0 | $406k | 3.1k | 130.92 | |
Nucor Corporation (NUE) | 0.0 | $392k | 2.3k | 174.04 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $390k | 821.00 | 475.40 | |
Dupont De Nemours (DD) | 0.0 | $388k | 5.0k | 76.93 | |
Clorox Company (CLX) | 0.0 | $378k | 2.7k | 142.59 | |
Waters Corporation (WAT) | 0.0 | $372k | 1.1k | 329.23 | |
Genuine Parts Company (GPC) | 0.0 | $365k | 2.6k | 138.50 | |
Celanese Corporation (CE) | 0.0 | $365k | 2.4k | 155.37 | |
Invesco Exch Traded Fd Tr Ii Kbw Regl Bkg (KBWR) | 0.0 | $359k | 6.6k | 54.67 | |
Nutrien (NTR) | 0.0 | $354k | 6.3k | 56.34 | |
Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $344k | 9.9k | 34.77 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $343k | 4.9k | 70.35 | |
Toronto Dominion Bk Ont Com New (TD) | 0.0 | $343k | 5.3k | 64.62 | |
Hingham Institution for Savings (HIFS) | 0.0 | $341k | 1.8k | 194.40 | |
Sempra Energy (SRE) | 0.0 | $336k | 4.5k | 74.73 | |
WD-40 Company (WDFC) | 0.0 | $335k | 1.4k | 239.07 | |
Oracle Corporation (ORCL) | 0.0 | $332k | 3.2k | 105.43 | |
CVS Caremark Corporation (CVS) | 0.0 | $330k | 4.2k | 78.96 | |
Rollins (ROL) | 0.0 | $327k | 7.5k | 43.67 | |
Pentair SHS (PNR) | 0.0 | $322k | 4.4k | 72.71 | |
Zimmer Holdings (ZBH) | 0.0 | $318k | 2.6k | 121.70 | |
Cummins (CMI) | 0.0 | $311k | 1.3k | 239.57 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $307k | 875.00 | 350.91 | |
Thermo Fisher Scientific (TMO) | 0.0 | $307k | 578.00 | 530.79 | |
Qualcomm (QCOM) | 0.0 | $295k | 2.0k | 144.63 | |
Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $291k | 4.8k | 60.86 | |
IDEX Corporation (IEX) | 0.0 | $282k | 1.3k | 217.19 | |
Visa Com Cl A (V) | 0.0 | $282k | 1.1k | 260.38 | |
Goldman Sachs (GS) | 0.0 | $282k | 731.00 | 385.77 | |
Mastercard Incorporated Cl A (MA) | 0.0 | $282k | 660.00 | 426.51 | |
Dow (DOW) | 0.0 | $278k | 5.1k | 54.84 | |
Axon Enterprise (AXON) | 0.0 | $271k | 1.1k | 258.33 | |
CarMax (KMX) | 0.0 | $266k | 3.5k | 76.74 | |
Laboratory Corp Amer Hldgs Com New | 0.0 | $263k | 1.2k | 227.29 | |
Dover Corporation (DOV) | 0.0 | $263k | 1.7k | 153.81 | |
AvalonBay Communities (AVB) | 0.0 | $262k | 1.4k | 187.22 | |
Us Bancorp Del Com New (USB) | 0.0 | $262k | 6.0k | 43.28 | |
Eversource Energy (ES) | 0.0 | $257k | 4.2k | 61.72 | |
Altria (MO) | 0.0 | $252k | 6.2k | 40.34 | |
Kla Corp Com New (KLAC) | 0.0 | $250k | 430.00 | 581.30 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $242k | 405.00 | 596.60 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $241k | 3.1k | 77.73 | |
Verizon Communications (VZ) | 0.0 | $239k | 6.3k | 37.70 | |
Unilever Spon Adr New (UL) | 0.0 | $238k | 4.9k | 48.48 | |
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) | 0.0 | $232k | 8.5k | 27.29 | |
Intercontinental Exchange (ICE) | 0.0 | $225k | 1.8k | 128.43 | |
Oneok (OKE) | 0.0 | $218k | 3.1k | 70.22 | |
Snap-on Incorporated (SNA) | 0.0 | $217k | 750.00 | 288.84 | |
Johnson Ctls Intl SHS (JCI) | 0.0 | $215k | 3.7k | 57.64 | |
Hp (HPQ) | 0.0 | $213k | 7.1k | 30.09 | |
Loews Corporation (L) | 0.0 | $209k | 3.0k | 69.59 | |
Alliant Energy Corporation (LNT) | 0.0 | $205k | 4.0k | 51.30 | |
Warner Bros Discovery Com Ser A (WBD) | 0.0 | $157k | 14k | 11.38 | |
Eastern Bankshares (EBC) | 0.0 | $143k | 10k | 14.20 | |
Ford Motor Company (F) | 0.0 | $126k | 10k | 12.19 | |
Nuveen Muni Value Fund (NUV) | 0.0 | $86k | 10k | 8.60 | |
Cardiol Therapeutics Com Cl A (CRDL) | 0.0 | $31k | 37k | 0.84 |