Marble Harbor Investment Counsel as of June 30, 2024
Portfolio Holdings for Marble Harbor Investment Counsel
Marble Harbor Investment Counsel holds 204 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 8.4 | $72M | 161k | 446.95 | |
Apple (AAPL) | 6.8 | $57M | 273k | 210.62 | |
Iron Mountain (IRM) | 4.6 | $39M | 439k | 89.62 | |
Abbvie (ABBV) | 3.9 | $33M | 194k | 171.52 | |
Automatic Data Processing (ADP) | 3.7 | $32M | 133k | 238.69 | |
Fiserv (FI) | 3.2 | $27M | 181k | 149.04 | |
Procter & Gamble Company (PG) | 3.0 | $26M | 157k | 164.92 | |
O'reilly Automotive (ORLY) | 2.7 | $23M | 22k | 1056.06 | |
Cisco Systems (CSCO) | 2.6 | $22M | 462k | 47.51 | |
Abbott Laboratories (ABT) | 2.4 | $21M | 198k | 103.91 | |
IDEXX Laboratories (IDXX) | 2.3 | $20M | 40k | 487.20 | |
eBay (EBAY) | 2.0 | $17M | 324k | 53.72 | |
Exxon Mobil Corporation (XOM) | 2.0 | $17M | 146k | 115.12 | |
Dex (DXCM) | 2.0 | $17M | 147k | 113.38 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.9 | $17M | 376k | 43.76 | |
Progressive Corporation (PGR) | 1.8 | $15M | 74k | 207.71 | |
Parker-Hannifin Corporation (PH) | 1.8 | $15M | 30k | 505.81 | |
Pepsi (PEP) | 1.7 | $14M | 87k | 164.93 | |
Healthcare Rlty Tr Cl A Com (HR) | 1.6 | $13M | 802k | 16.48 | |
EOG Resources (EOG) | 1.5 | $12M | 99k | 125.87 | |
Coca-Cola Company (KO) | 1.3 | $11M | 176k | 63.65 | |
Wal-Mart Stores (WMT) | 1.3 | $11M | 159k | 67.71 | |
Ecolab (ECL) | 1.3 | $11M | 45k | 238.00 | |
Northern Trust Corporation (NTRS) | 1.2 | $10M | 122k | 83.98 | |
Ge Aerospace Com New (GE) | 1.1 | $9.7M | 61k | 158.97 | |
Pfizer (PFE) | 1.1 | $9.6M | 343k | 27.98 | |
Paypal Holdings (PYPL) | 1.1 | $9.5M | 164k | 58.03 | |
Stryker Corporation (SYK) | 1.1 | $9.5M | 28k | 340.25 | |
Walt Disney Company (DIS) | 1.1 | $8.9M | 90k | 99.29 | |
Merck & Co (MRK) | 1.0 | $8.9M | 72k | 123.80 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $8.6M | 17k | 500.13 | |
Johnson & Johnson (JNJ) | 1.0 | $8.4M | 58k | 146.16 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $8.0M | 20k | 406.80 | |
Wells Fargo & Company (WFC) | 0.9 | $7.4M | 125k | 59.39 | |
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.8 | $6.9M | 71k | 98.21 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $6.9M | 38k | 182.15 | |
Edwards Lifesciences (EW) | 0.8 | $6.8M | 74k | 92.37 | |
McDonald's Corporation (MCD) | 0.7 | $6.3M | 25k | 254.84 | |
Walgreen Boots Alliance (WBA) | 0.7 | $6.0M | 495k | 12.10 | |
Stericycle (SRCL) | 0.7 | $5.8M | 99k | 58.13 | |
Danaher Corporation (DHR) | 0.7 | $5.6M | 22k | 249.85 | |
Eli Lilly & Co. (LLY) | 0.6 | $5.4M | 6.0k | 905.38 | |
Chevron Corporation (CVX) | 0.6 | $5.2M | 33k | 156.42 | |
Bank of Hawaii Corporation (BOH) | 0.6 | $4.7M | 83k | 57.21 | |
Expeditors International of Washington (EXPD) | 0.5 | $4.5M | 36k | 124.79 | |
Emerson Electric (EMR) | 0.5 | $4.2M | 38k | 110.16 | |
Alphabet Cap Stk Cl C (GOOG) | 0.5 | $4.0M | 22k | 183.42 | |
Air Products & Chemicals (APD) | 0.5 | $4.0M | 16k | 258.05 | |
Chubb (CB) | 0.4 | $3.4M | 13k | 255.08 | |
Sherwin-Williams Company (SHW) | 0.4 | $3.3M | 11k | 298.43 | |
Eaton Vance Senior Floating Rate Fund (EFR) | 0.4 | $3.3M | 250k | 13.08 | |
Shell Spon Ads (SHEL) | 0.4 | $3.2M | 45k | 72.18 | |
Home Depot (HD) | 0.4 | $3.2M | 9.2k | 344.25 | |
World Gold Tr Spdr Gld Minis (GLDM) | 0.4 | $3.1M | 67k | 46.09 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.4 | $3.0M | 17k | 182.52 | |
Raytheon Technologies Corp (RTX) | 0.3 | $2.8M | 28k | 100.39 | |
NVIDIA Corporation (NVDA) | 0.3 | $2.8M | 23k | 123.54 | |
Union Pacific Corporation (UNP) | 0.3 | $2.7M | 12k | 226.26 | |
Lam Research Corporation (LRCX) | 0.3 | $2.7M | 2.5k | 1064.85 | |
Tapestry (TPR) | 0.3 | $2.7M | 62k | 42.79 | |
Ge Vernova (GEV) | 0.3 | $2.6M | 15k | 171.51 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $2.6M | 12k | 218.03 | |
JPMorgan Chase & Co. (JPM) | 0.3 | $2.5M | 13k | 202.26 | |
Diageo Spon Adr New (DEO) | 0.3 | $2.5M | 19k | 126.08 | |
American Express Company (AXP) | 0.3 | $2.2M | 9.6k | 231.55 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $2.1M | 26k | 83.76 | |
Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.2 | $2.0M | 20k | 99.11 | |
Amazon (AMZN) | 0.2 | $1.9M | 9.7k | 193.25 | |
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.2 | $1.7M | 62k | 27.84 | |
Costco Wholesale Corporation (COST) | 0.2 | $1.7M | 2.0k | 849.80 | |
Te Connectivity SHS (TEL) | 0.2 | $1.7M | 11k | 150.43 | |
Intel Corporation (INTC) | 0.2 | $1.6M | 52k | 30.97 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.5M | 2.8k | 547.25 | |
Norfolk Southern (NSC) | 0.2 | $1.5M | 7.0k | 214.70 | |
Ge Healthcare Technologies I Common Stock (GEHC) | 0.2 | $1.5M | 19k | 77.92 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $1.4M | 2.6k | 535.08 | |
Duke Energy Corp Com New (DUK) | 0.2 | $1.3M | 13k | 100.23 | |
Nextera Energy (NEE) | 0.1 | $1.2M | 17k | 70.81 | |
Caterpillar (CAT) | 0.1 | $1.2M | 3.7k | 333.10 | |
Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.1 | $1.2M | 55k | 22.22 | |
Organon & Co Common Stock (OGN) | 0.1 | $1.2M | 57k | 20.70 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $1.2M | 8.5k | 138.20 | |
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $1.2M | 14k | 81.97 | |
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $1.1M | 5.8k | 197.11 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.1M | 26k | 42.59 | |
Carrier Global Corporation (CARR) | 0.1 | $1.1M | 17k | 63.08 | |
Starbucks Corporation (SBUX) | 0.1 | $950k | 12k | 77.85 | |
Tootsie Roll Industries (TR) | 0.1 | $922k | 30k | 30.57 | |
Aon Shs Cl A (AON) | 0.1 | $917k | 3.1k | 293.58 | |
Becton, Dickinson and (BDX) | 0.1 | $898k | 3.8k | 233.71 | |
Fortive (FTV) | 0.1 | $876k | 12k | 74.10 | |
Veralto Corp Com Shs (VLTO) | 0.1 | $870k | 9.1k | 95.47 | |
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.1 | $856k | 21k | 40.57 | |
LKQ Corporation (LKQ) | 0.1 | $852k | 21k | 41.59 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $831k | 4.6k | 182.55 | |
Carlisle Companies (CSL) | 0.1 | $810k | 2.0k | 405.21 | |
Otis Worldwide Corp (OTIS) | 0.1 | $791k | 8.2k | 96.26 | |
Eaton Vance Floating-Rate Income Trust (EFT) | 0.1 | $782k | 58k | 13.42 | |
Onespaworld Holdings Ltd onespaworld hold (OSW) | 0.1 | $779k | 51k | 15.37 | |
Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $773k | 16k | 47.98 | |
Schlumberger Com Stk (SLB) | 0.1 | $755k | 16k | 47.18 | |
Amgen (AMGN) | 0.1 | $750k | 2.4k | 312.43 | |
Boeing Company (BA) | 0.1 | $737k | 4.1k | 182.01 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $716k | 1.5k | 479.11 | |
Bank of America Corporation (BAC) | 0.1 | $687k | 17k | 39.77 | |
Vanguard World Financials Etf (VFH) | 0.1 | $684k | 6.9k | 99.88 | |
Illinois Tool Works (ITW) | 0.1 | $681k | 2.9k | 236.96 | |
Philip Morris International (PM) | 0.1 | $673k | 6.6k | 101.33 | |
Nike CL B (NKE) | 0.1 | $666k | 8.8k | 75.37 | |
FedEx Corporation (FDX) | 0.1 | $645k | 2.2k | 299.84 | |
TransDigm Group Incorporated (TDG) | 0.1 | $639k | 500.00 | 1277.61 | |
Ishares Tr Ibonds 28 Tr Hi (IBHH) | 0.1 | $624k | 27k | 23.12 | |
BlackRock Corporate High Yield Fund VI (HYT) | 0.1 | $620k | 64k | 9.69 | |
Ishares Tr Ibonds 2026 Term (IBHF) | 0.1 | $619k | 27k | 22.91 | |
Ishares Tr Ibonds 2027 Term (IBHG) | 0.1 | $617k | 28k | 22.03 | |
Northrop Grumman Corporation (NOC) | 0.1 | $615k | 1.4k | 435.95 | |
Waste Management (WM) | 0.1 | $614k | 2.9k | 213.34 | |
Wec Energy Group (WEC) | 0.1 | $607k | 7.7k | 78.46 | |
Colgate-Palmolive Company (CL) | 0.1 | $592k | 6.1k | 97.04 | |
Oaktree Specialty Lending Corp (OCSL) | 0.1 | $591k | 31k | 18.81 | |
SYSCO Corporation (SYY) | 0.1 | $584k | 8.2k | 71.39 | |
Hologic (HOLX) | 0.1 | $572k | 7.7k | 74.25 | |
Paychex (PAYX) | 0.1 | $559k | 4.7k | 118.56 | |
Tractor Supply Company (TSCO) | 0.1 | $556k | 2.1k | 270.00 | |
Honeywell International (HON) | 0.1 | $539k | 2.5k | 213.54 | |
Rbc Cad (RY) | 0.1 | $533k | 5.0k | 106.38 | |
Rockwell Automation (ROK) | 0.1 | $526k | 1.9k | 275.28 | |
Ishares Em Mkts Div Etf (DVYE) | 0.1 | $525k | 19k | 27.18 | |
Roper Industries (ROP) | 0.1 | $520k | 922.00 | 563.66 | |
Vanguard World Inf Tech Etf (VGT) | 0.1 | $519k | 900.00 | 576.59 | |
At&t (T) | 0.1 | $515k | 27k | 19.11 | |
Southern Company (SO) | 0.1 | $500k | 6.4k | 77.57 | |
Analog Devices (ADI) | 0.1 | $485k | 2.1k | 228.26 | |
Hubbell (HUBB) | 0.1 | $472k | 1.3k | 365.48 | |
Huntington Bancshares Incorporated (HBAN) | 0.1 | $470k | 36k | 13.18 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $447k | 7.6k | 58.52 | |
Bristol Myers Squibb (BMY) | 0.1 | $446k | 11k | 41.53 | |
Oracle Corporation (ORCL) | 0.1 | $445k | 3.2k | 141.20 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $443k | 814.00 | 543.90 | |
ConocoPhillips (COP) | 0.1 | $443k | 3.9k | 114.38 | |
RPM International (RPM) | 0.1 | $442k | 4.1k | 107.68 | |
Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $427k | 5.5k | 78.31 | |
International Business Machines (IBM) | 0.0 | $423k | 2.4k | 172.95 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $409k | 5.6k | 72.64 | |
Qualcomm (QCOM) | 0.0 | $407k | 2.0k | 199.18 | |
Dupont De Nemours (DD) | 0.0 | $406k | 5.0k | 80.49 | |
Medtronic SHS (MDT) | 0.0 | $396k | 5.0k | 78.71 | |
United Parcel Service CL B (UPS) | 0.0 | $391k | 2.9k | 136.85 | |
Blackstone Group Inc Com Cl A (BX) | 0.0 | $384k | 3.1k | 123.80 | |
Waters Corporation (WAT) | 0.0 | $381k | 1.3k | 290.12 | |
Enbridge (ENB) | 0.0 | $380k | 11k | 35.59 | |
Genuine Parts Company (GPC) | 0.0 | $365k | 2.6k | 138.32 | |
Rollins (ROL) | 0.0 | $363k | 7.4k | 48.79 | |
Cummins (CMI) | 0.0 | $360k | 1.3k | 276.93 | |
Mosaic (MOS) | 0.0 | $358k | 12k | 28.90 | |
Invesco Exch Traded Fd Tr Ii Kbw Regl Bkg (KBWR) | 0.0 | $357k | 7.3k | 49.12 | |
Kla Corp Com New (KLAC) | 0.0 | $355k | 430.00 | 824.51 | |
Sempra Energy (SRE) | 0.0 | $342k | 4.5k | 76.06 | |
Pentair SHS (PNR) | 0.0 | $340k | 4.4k | 76.67 | |
Ares Capital Corporation (ARCC) | 0.0 | $333k | 16k | 20.84 | |
Goldman Sachs (GS) | 0.0 | $331k | 731.00 | 452.32 | |
Lowe's Companies (LOW) | 0.0 | $330k | 1.5k | 220.46 | |
Sixth Street Specialty Lending (TSLX) | 0.0 | $329k | 15k | 21.35 | |
Nucor Corporation (NUE) | 0.0 | $324k | 2.1k | 158.08 | |
Thermo Fisher Scientific (TMO) | 0.0 | $320k | 578.00 | 553.00 | |
Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $318k | 10k | 30.62 | |
Celanese Corporation (CE) | 0.0 | $317k | 2.4k | 134.89 | |
Palmer Square Capital Bdc In Com Shs (PSBD) | 0.0 | $315k | 20k | 16.16 | |
Hingham Institution for Savings (HIFS) | 0.0 | $314k | 1.8k | 178.88 | |
Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $311k | 4.8k | 64.91 | |
Dover Corporation (DOV) | 0.0 | $308k | 1.7k | 180.45 | |
WD-40 Company (WDFC) | 0.0 | $308k | 1.4k | 219.64 | |
Labcorp Holdings Com Shs (LH) | 0.0 | $294k | 1.4k | 203.51 | |
Axon Enterprise (AXON) | 0.0 | $294k | 1.0k | 294.24 | |
Toronto Dominion Bk Ont Com New (TD) | 0.0 | $292k | 5.3k | 54.96 | |
Mastercard Incorporated Cl A (MA) | 0.0 | $291k | 660.00 | 441.16 | |
AvalonBay Communities (AVB) | 0.0 | $290k | 1.4k | 206.89 | |
Visa Com Cl A (V) | 0.0 | $285k | 1.1k | 262.50 | |
Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $280k | 9.9k | 28.39 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $276k | 910.00 | 303.41 | |
Unilever Spon Adr New (UL) | 0.0 | $270k | 4.9k | 54.99 | |
Meta Platforms Cl A (META) | 0.0 | $267k | 530.00 | 504.22 | |
Dow (DOW) | 0.0 | $267k | 5.0k | 53.05 | |
Nutrien (NTR) | 0.0 | $263k | 5.2k | 50.91 | |
IDEX Corporation (IEX) | 0.0 | $262k | 1.3k | 201.27 | |
Altria (MO) | 0.0 | $259k | 5.7k | 45.55 | |
CarMax (KMX) | 0.0 | $254k | 3.5k | 73.34 | |
Oneok (OKE) | 0.0 | $253k | 3.1k | 81.55 | |
Main Street Capital Corporation (MAIN) | 0.0 | $253k | 5.0k | 50.49 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $251k | 3.1k | 81.08 | |
Enstar Group SHS (ESGR) | 0.0 | $242k | 793.00 | 305.70 | |
Us Bancorp Del Com New (USB) | 0.0 | $240k | 6.0k | 39.70 | |
Intercontinental Exchange (ICE) | 0.0 | $240k | 1.8k | 136.89 | |
Applied Materials (AMAT) | 0.0 | $236k | 1.0k | 235.99 | |
Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $230k | 1.8k | 127.48 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $225k | 405.00 | 555.54 | |
Clorox Company (CLX) | 0.0 | $218k | 1.6k | 136.47 | |
Hp (HPQ) | 0.0 | $205k | 5.8k | 35.02 | |
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) | 0.0 | $204k | 8.5k | 24.00 | |
Alliant Energy Corporation (LNT) | 0.0 | $204k | 4.0k | 50.90 | |
Franklin Bsp Rlty Tr Common Stock (FBRT) | 0.0 | $189k | 15k | 12.60 | |
Ford Motor Company (F) | 0.0 | $130k | 10k | 12.54 | |
Cardiol Therapeutics Com Cl A (CRDL) | 0.0 | $75k | 37k | 2.02 | |
Evgo Cl A Com (EVGO) | 0.0 | $27k | 11k | 2.45 |