Fund HoldingsMarble Harbor Investment Counsel, LLC

Total Portfolio Value
$914.09M
Total Bought
$50.94M
Total Sold
$54.69M
Net Transaction
-$3.74M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
APPLE INC(AAPL)272,536270,270-2,26657,40162,9736.89%+5,571
FISERV INC(FISV)0180,457+180,457032,4193.55%+32,419
ABBVIE INC(ABBV)0193,802+193,802038,2724.19%+38,272
AUTOMATIC DATA PROCESSING IN0132,695+132,695036,7214.02%+36,721
PAYPAL HLDGS INC(PYPL)0178,876+178,876013,9581.53%+13,958
EBAY INC.(EBAY)323,704324,101+39717,38921,1022.31%+3,713
PARKER-HANNIFIN CORP(PH)029,847+29,847018,8582.06%+18,858
PROGRESSIVE CORP(PGR)073,435+73,435018,6352.04%+18,635
PROCORE TECHNOLOGIES INC(PCOR)052,700+52,70003,2530.36%+3,253
CISCO SYS INC(CSCO)0462,755+462,755024,6282.69%+24,628
IRON MTN INC DEL(IRM)438,960350,001-88,95939,34041,5914.55%+2,251
ABBOTT LABS0199,054+199,054022,6942.48%+22,694
WALMART INC(WMT)159,382158,432-95010,79212,7931.40%+2,002
GE AEROSPACE(GE)061,513+61,513011,6001.27%+11,600
OREILLY AUTOMOTIVE INC(ORLY)021,317+21,317024,5492.69%+24,549
NVIDIA CORPORATION(NVDA)23,04238,675+15,6332,8474,6970.51%+1,850
TE CONNECTIVITY PLC(TEL)011,046+11,04601,6680.18%+1,668
VANGUARD INTL EQUITY INDEX F376,407379,055+2,64816,47218,1381.98%+1,666
HEALTHCARE RLTY TR(HR)801,891817,291+15,40013,21514,8341.62%+1,619
COCA COLA CO(KO)175,652175,782+13011,18012,6321.38%+1,451
PROCTER AND GAMBLE CO(PG)157,074157,139+6525,90527,2162.98%+1,312
MCDONALDS CORP(MCD)024,877+24,87707,5750.83%+7,575
GE VERNOVA INC(GEV)15,22515,026-1992,6113,8310.42%+1,220
BERKSHIRE HATHAWAY INC DEL019,645+19,64509,0420.99%+9,042
SHERWIN WILLIAMS CO(SHW)011,204+11,20404,2760.47%+4,276
JOHNSON & JOHNSON(JNJ)057,226+57,22609,2741.01%+9,274
ECOLAB INC(ECL)44,79644,975+17910,66111,4841.26%+822
NORTHERN TR CORP(NTRS)0121,706+121,706010,9571.20%+10,957
VANGUARD ADMIRAL FDS INC071,081+71,08107,6900.84%+7,690
IDEXX LABS INC(IDXX)040,074+40,074020,2462.21%+20,246
STRYKER CORPORATION(SYK)028,015+28,015010,1211.11%+10,121
ISHARES TR026,600+26,60006250.07%+625
DANAHER CORPORATION(DHR)22,40222,302-1005,5976,2000.68%+603
RTX CORPORATION(RTX)28,38828,270-1182,8503,4250.37%+575
AIR PRODS & CHEMS INC015,350+15,35004,5700.50%+4,570
HOME DEPOT INC(HD)09,110+9,11003,6920.40%+3,692
VANGUARD INDEX FDS17,10217,10208,5539,0240.99%+471
CHUBB LIMITED
COM
013,446+13,44603,8780.42%+3,878
PEPSICO INC(PEP)087,195+87,195014,8271.62%+14,827
BANK HAWAII CORP082,694+82,69405,1910.57%+5,191
WORLD GOLD TR(GLDM)66,52566,52503,0663,4680.38%+402
DIAGEO PLC(DEO)020,163+20,16302,8300.31%+2,830
AMERICAN EXPRESS CO(AXP)9,6119,586-252,2252,6000.28%+374
NIKE INC(NKE)011,235+11,23509930.11%+993
EATON VANCE FLTING RATE INC(EFT)084,850+84,85001,0930.12%+1,093
CARRIER GLOBAL CORPORATION(CARR)16,93016,93001,0681,3630.15%+295
VANGUARD INDEX FDS016,421+16,42103,2970.36%+3,297
GE HEALTHCARE TECHNOLOGIES I(GEHC)018,725+18,72501,7570.19%+1,757
EXXON MOBIL CORP0145,542+145,542017,0601.87%+17,060
MPLX LP(MPLX)05,850+5,85002600.03%+260
ENERGY TRANSFER L P(ET)015,800+15,80002540.03%+254
WALGREENS BOOTS ALLIANCE INC0696,578+696,57806,2410.68%+6,241
VANGUARD INDEX FDS012,065+12,06502,8620.31%+2,862
STARBUCKS CORP(SBUX)012,280+12,28001,1970.13%+1,197
UNION PAC CORP(UNP)011,935+11,93502,9420.32%+2,942
TAPESTRY INC(TPR)061,575+61,57502,8930.32%+2,893
NORFOLK SOUTHN CORP(NSC)07,022+7,02201,7450.19%+1,745
EXPEDITORS INTL WASH INC(EXPD)35,67535,67504,4524,6880.51%+236
ALPS ETF TR
ALERIAN MLP
16,10021,300+5,2007721,0040.11%+231
SNAP ON INC(SNA)0750+75002170.02%+217
PFIZER INC(PFE)0338,555+338,55509,7981.07%+9,798
BOSTON SCIENTIFIC CORP(BSX)02,550+2,55002140.02%+214
NEXTERA ENERGY INC(NEE)17,34817,048-3001,2281,4410.16%+213
CATERPILLAR INC(CAT)03,672+3,67201,4360.16%+1,436
EASTERN BANKSHARES INC(EBC)012,427+12,42702040.02%+204
CORTEVA INC(CTVA)03,463+3,46302040.02%+204
ACCENTURE PLC IRELAND
SHS CLASS A
01,310+1,31004630.05%+463
COSTCO WHSL CORP NEW(COST)2,0152,120+1051,7121,8790.21%+167
AON PLC(AON)03,125+3,12501,0810.12%+1,081
ETFS GOLD TR(SGOL)54,70054,70001,2151,3750.15%+159
DUKE ENERGY CORP NEW(DUK)13,32612,877-4491,3361,4850.16%+149
WEC ENERGY GROUP INC(WEC)07,732+7,73207440.08%+744
BRISTOL-MYERS SQUIBB CO(BMY)011,143+11,14305770.06%+577
NORTHROP GRUMMAN CORP(NOC)01,411+1,41107450.08%+745
VANGUARD ADMIRAL FDS INC019,830+19,83002,0950.23%+2,095
BLACKROCK CORPOR HI YLD FD I(HYT)64,00073,900+9,9006207430.08%+123
VERALTO CORP(VLTO)9,1168,876-2408709930.11%+123
ABRDN SILVER ETF TRUST61,80061,80001,7211,8390.20%+118
HINGHAM INSTN SVGS MASS1,7551,75503144270.05%+113
NUTRIEN LTD(NTR)07,770+7,77003730.04%+373
JPMORGAN CHASE & CO.(JPM)12,47912,47902,5242,6310.29%+107
ARES CAPITAL CORP(ARCC)16,00020,950+4,9503334390.05%+105
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
014,165+14,16501,2660.14%+1,266
PALMER SQUARE CAPITAL BDC IN19,50025,700+6,2003154190.05%+104
FRANKLIN BSP RLTY TR INC15,00022,300+7,3001892910.03%+102
INTERNATIONAL BUSINESS MACHS(IBM)02,373+2,37305250.06%+525
PENTAIR PLC(PNR)04,430+4,43004330.05%+433
ORACLE CORP(ORCL)3,1503,15004455370.06%+92
ROYAL BK CDA(RY)5,0065,00605336240.07%+92
WATERS CORP(WAT)01,313+1,31304730.05%+473
BLACKSTONE INC(BX)03,100+3,10004750.05%+475
SPDR S&P MIDCAP 400 ETF TR(MDY)02,600+2,60001,4810.16%+1,481
CARLISLE COS INC(CSL)2,0002,00008109000.10%+89
SIXTH STREET SPECIALTY LENDI(TSLX)15,40020,200+4,8003294150.05%+86
ISHARES TR2,8322,83201,5501,6340.18%+84
BLACKSTONE SECD LENDING FD(BXSL)10,40013,700+3,3003184010.04%+83
SOUTHERN CO(SO)6,4436,44305005810.06%+81
LOWES COS INC(LOW)01,495+1,49504050.04%+405
MEDTRONIC PLC(MDT)05,233+5,23304710.05%+471
TRANSDIGM GROUP INC(TDG)50050006397140.08%+75
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