Fund HoldingsMarble Harbor Investment Counsel, LLC

Total Portfolio Value
$918.08M
Total Bought
$10.54M
Total Sold
$89.31M
Net Transaction
-$78.76M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
MICROSOFT CORP(MSFT)0149,658+149,658074,4418.11%+74,441
IRON MTN INC DEL(IRM)0328,773+328,773033,7223.67%+33,722
IDEXX LABS INC(IDXX)39,72238,918-80416,68120,8732.27%+4,192
GE AEROSPACE(GE)60,86460,850-1412,18215,6621.71%+3,480
GE VERNOVA INC(GEV)015,023+15,02307,9500.87%+7,950
NORTHERN TR CORP(NTRS)0119,776+119,776015,1861.65%+15,186
CISCO SYS INC(CSCO)460,041454,708-5,33328,38931,5483.44%+3,159
PARKER-HANNIFIN CORP(PH)029,060+29,060020,2982.21%+20,298
DEXCOM INC(DXCM)0158,655+158,655013,8491.51%+13,849
DISNEY WALT CO(DIS)093,938+93,938011,6491.27%+11,649
EBAY INC.(EBAY)318,101314,228-3,87321,54523,3972.55%+1,852
VANGUARD INTL EQUITY INDEX F373,740373,383-35716,91518,4682.01%+1,552
NVIDIA CORPORATION(NVDA)035,748+35,74805,6480.62%+5,648
PAYPAL HLDGS INC(PYPL)0176,156+176,156013,0921.43%+13,092
WALMART INC(WMT)0149,585+149,585014,6261.59%+14,626
WELLS FARGO CO NEW(WFC)129,704129,604-1009,31110,3841.13%+1,072
TAPESTRY INC(TPR)60,47560,47504,2585,3100.58%+1,052
VANGUARD INDEX FDS016,846+16,84609,5691.04%+9,569
EMERSON ELEC CO(EMR)037,973+37,97305,0630.55%+5,063
STRYKER CORPORATION(SYK)27,80028,136+33610,34911,1311.21%+783
ALPHABET INC(GOOG)040,168+40,16807,0790.77%+7,079
LAM RESEARCH CORP(LRCX)023,400+23,40002,2780.25%+2,278
ECOLAB INC(ECL)44,33643,361-97511,24011,6831.27%+443
ALPHABET INC(GOOG)020,664+20,66403,6660.40%+3,666
DANAHER CORPORATION(DHR)024,084+24,08404,7580.52%+4,758
RTX CORPORATION(RTX)26,88126,88103,5613,9250.43%+365
VANGUARD ADMIRAL FDS INC075,112+75,11207,6040.83%+7,604
TE CONNECTIVITY PLC(TEL)011,046+11,04601,8630.20%+1,863
PROCORE TECHNOLOGIES INC(PCOR)90,45891,399+9415,9726,2540.68%+281
ABBOTT LABS196,962194,129-2,83326,12726,4032.88%+276
AMAZON COM INC(AMZN)09,350+9,35002,0510.22%+2,051
AXON ENTERPRISE INC(AXON)0850+85007040.08%+704
WORLD GOLD TR(GLDM)66,37566,37504,1084,3490.47%+241
TESLA INC(TSLA)0655+65502080.02%+208
RALLIANT CORP(RAL)03,896+3,89602060.02%+206
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
05,801+5,80101,3170.14%+1,317
JPMORGAN CHASE & CO.(JPM)12,30711,074-1,2333,0193,2110.35%+192
VANGUARD INDEX FDS011,902+11,90202,8200.31%+2,820
SNOWFLAKE INC(SNOW)02,865+2,86506410.07%+641
VANGUARD SPECIALIZED FUNDS05,433+5,43301,1120.12%+1,112
TIDAL TRUST III
ROCK US SMAL ETF
23,02726,039+3,0125436760.07%+133
ROCKWELL AUTOMATION INC(ROK)01,800+1,80005980.07%+598
AMERICAN EXPRESS CO(AXP)08,371+8,37102,6700.29%+2,670
INVESCO QQQ TR01,507+1,50708310.09%+831
VANGUARD ADMIRAL FDS INC019,830+19,83002,0820.23%+2,082
EDWARDS LIFESCIENCES CORP059,741+59,74104,6720.51%+4,672
GOLDMAN SACHS GROUP INC(GS)0731+73105170.06%+517
ABRDN SILVER ETF TRUST61,70061,70002,0062,1230.23%+117
MOSAIC CO NEW(MOS)12,19512,19503294450.05%+115
CATERPILLAR INC(CAT)03,382+3,38201,3130.14%+1,313
VANGUARD INDEX FDS017,391+17,39103,3910.37%+3,391
BOEING CO(BA)02,900+2,90006080.07%+608
ISHARES TR24,10024,10001,0531,1630.13%+109
VANGUARD WORLD FD
INF TECH ETF
0900+90005970.07%+597
VANGUARD INTL EQUITY INDEX F17,95017,95007268280.09%+102
ROYAL BK CDA(RY)05,006+5,00606590.07%+659
ISHARES TR01,596+1,59609910.11%+991
ETFS GOLD TR(SGOL)54,60054,60001,6281,7220.19%+94
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
014,165+14,16501,2350.13%+1,235
HUBBELL INC(HUBB)01,170+1,17004780.05%+478
SPDR S&P MIDCAP 400 ETF TR(MDY)02,700+2,70001,5290.17%+1,529
KLA CORP(KLAC)40540502753630.04%+87
META PLATFORMS INC(META)53053003053910.04%+86
ORACLE CORP(ORCL)02,400+2,40005250.06%+525
INTERNATIONAL BUSINESS MACHS(IBM)01,823+1,82305370.06%+537
PHILIP MORRIS INTL INC(PM)3,4433,44305476270.07%+81
ANALOG DEVICES INC(ADI)02,126+2,12605060.06%+506
BANK AMERICA CORP013,300+13,30006290.07%+629
TRANSDIGM GROUP INC(TDG)50050006927600.08%+69
PENTAIR PLC(PNR)04,430+4,43004550.05%+455
TORONTO DOMINION BK ONT(TD)4,9104,91002943610.04%+66
HUNTINGTON BANCSHARES INC(HBAN)035,689+35,68905980.07%+598
CARLISLE COS INC(CSL)01,800+1,80006720.07%+672
VANGUARD WORLD FD
FINANCIALS ETF
6,8506,85008188720.09%+54
WALGREENS BOOTS ALLIANCE INC639,938627,121-12,8177,1487,1990.78%+51
CARRIER GLOBAL CORPORATION(CARR)014,930+14,93001,0930.12%+1,093
SPDR S&P 500 ETF TR(SPY)0815+81505030.05%+503
HONEYWELL INTL INC(HON)02,222+2,22205170.06%+517
NUTRIEN LTD(NTR)5,3705,37002673130.03%+46
LABCORP HOLDINGS INC(LH)1,4371,43703343770.04%+43
ISHARES TR01,800+1,80002710.03%+271
CORTEVA INC(CTVA)3,3783,37802132520.03%+39
TOOTSIE ROLL INDS INC(TR)013,558+13,55804540.05%+454
ISHARES TR
CORE MSCI EAFE
04,423+4,42303690.04%+369
ISHARES INC25,30025,30006907250.08%+34
VERALTO CORP(VLTO)08,604+8,60408690.09%+869
BLACKSTONE INC(BX)03,000+3,00004490.05%+449
HEALTHCARE RLTY TR(HR)852,323909,932+57,60914,40414,4321.57%+27
FORTINET INC(FTNT)2,5002,50002412640.03%+24
ISHARES TR06,335+6,33503930.04%+393
ISHARES TR3,0953,09502632850.03%+21
SEMPRA(SRE)04,500+4,50003410.04%+341
INTERCONTINENTAL EXCHANGE IN(ICE)1,7501,75003023210.03%+19
NORFOLK SOUTHN CORP(NSC)7,0226,572-4501,6631,6820.18%+19
NUCOR CORP(NUE)2,0502,05002472660.03%+19
HINGHAM INSTN SVGS MASS01,755+1,75504360.05%+436
CARDIOL THERAPEUTICS INC36,90039,900+3,00036540.01%+18
US BANCORP DEL(USB)05,779+5,77902620.03%+262
BANK NEW YORK MELLON CORP2,6002,550-502182320.03%+14
DOVER CORP(DOV)01,708+1,70803130.03%+313
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