Fund Holdings — Marble Harbor Investment Counsel, LLC

Total Portfolio Value
$954.69M
Total Bought
$18.12M
Total Sold
$85.32M
Net Transaction
-$67.20M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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APPLE INC(AAPL)252,940249,515-3,42551,89663,5346.65%+11,638
ABBVIE INC(ABBV)185,096184,197-89934,35742,6494.47%+8,291
EBAY INC.(EBAY)314,228313,813-41523,39728,5412.99%+5,144
OREILLY AUTOMOTIVE INC(ORLY)292,335289,260-3,07526,34831,1853.27%+4,837
VANGUARD INTL EQUITY INDEX F373,383394,949+21,56618,46821,3982.24%+2,931
GE AEROSPACE(GE)60,85060,823-2715,66218,2961.92%+2,635
IDEXX LABS INC(IDXX)38,91836,655-2,26320,87323,4192.45%+2,545
ALPHABET INC(GOOG)40,16839,308-8607,0799,5561.00%+2,477
MICROSOFT CORP(MSFT)149,658147,845-1,81374,44176,5768.02%+2,135
HEALTHCARE RLTY TR(HR)909,932901,432-8,50014,43216,2531.70%+1,821
JOHNSON & JOHNSON(JNJ)55,24054,830-4108,43810,1671.06%+1,729
PARKER-HANNIFIN CORP(PH)29,06029,021-3920,29822,0022.30%+1,705
TAPESTRY INC(TPR)60,47559,950-5255,3106,7880.71%+1,477
PROCORE TECHNOLOGIES INC(PCOR)91,399104,081+12,6826,2547,5900.79%+1,336
ALPHABET INC(GOOG)20,66420,417-2473,6664,9730.52%+1,307
GE VERNOVA INC(GEV)15,02315,019-47,9509,2350.97%+1,286
PFIZER INC(PFE)366,921393,121+26,2008,89410,0171.05%+1,123
VANGUARD ADMIRAL FDS INC75,11278,152+3,0407,6048,6330.90%+1,030
NVIDIA CORPORATION(NVDA)35,74835,747-15,6486,6700.70%+1,022
NORTHERN TR CORP(NTRS)119,776119,451-32515,18616,0781.68%+892
LAM RESEARCH CORP(LRCX)23,40023,650+2502,2783,1670.33%+889
WALMART INC(WMT)149,585149,215-37014,62615,3781.61%+752
VANGUARD INDEX FDS16,84616,84609,56910,3161.08%+747
EXXON MOBIL CORP139,964139,408-55615,08815,7181.65%+630
VANGUARD INDEX FDS17,39119,140+1,7493,3913,9950.42%+603
ABRDN SILVER ETF TRUST61,70060,700-1,0002,1232,7000.28%+577
TE CONNECTIVITY PLC(TEL)11,04611,04601,8632,4250.25%+562
RTX CORPORATION(RTX)26,88126,806-753,9254,4850.47%+560
WORLD GOLD TR(GLDM)66,37564,050-2,3254,3494,8970.51%+548
WELLS FARGO CO NEW(WFC)129,604130,004+40010,38410,8971.14%+513
CHEVRON CORP NEW(CVX)33,05732,957-1004,7335,1180.54%+384
ISHARES TR1,5962,054+4589911,3750.14%+384
MERCK & CO INC(MRK)68,66368,763+1005,4355,7710.60%+336
BERKSHIRE HATHAWAY INC DEL19,19519,169-269,3249,6371.01%+313
EXPEDITORS INTL WASH INC(EXPD)34,73234,73203,9684,2580.45%+290
MCDONALDS CORP(MCD)24,55224,55207,1737,4610.78%+288
ETFS GOLD TR(SGOL)54,60054,60001,7222,0100.21%+288
HOME DEPOT INC(HD)7,6947,669-252,8213,1080.33%+286
CATERPILLAR INC(CAT)3,3823,347-351,3131,5970.17%+284
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
05,877+5,87702630.03%+263
ISHARES TR03,129+3,12902600.03%+260
AGNICO EAGLE MINES LTD(AEM)01,500+1,50002530.03%+253
JPMORGAN CHASE & CO.(JPM)11,07410,974-1003,2113,4620.36%+251
NORFOLK SOUTHN CORP(NSC)6,5726,412-1601,6821,9260.20%+244
INTEL CORP(INTC)21,22921,363+1344767170.08%+241
BANK HAWAII CORP92,12098,124+6,0046,2216,4410.67%+220
VANGUARD INDEX FDS11,90211,954+522,8203,0400.32%+219
QUEST DIAGNOSTICS INC(DGX)01,080+1,08002060.02%+206
APPLIED MATLS INC01,000+1,00002050.02%+205
ECOLAB INC(ECL)43,36143,401+4011,68311,8861.24%+203
AMERICAN ELEC PWR CO INC01,800+1,80002030.02%+203
FORTIVE CORP(FTV)12,82017,738+4,9186688690.09%+201
TOOTSIE ROLL INDS INC(TR)13,55815,108+1,5504546330.07%+180
ACCENTURE PLC IRELAND
SHS CLASS A
1,3602,310+9504065700.06%+163
INVESCO EXCH TRADED FD TR II11,5407,150-4,3902734340.05%+161
NORTHROP GRUMMAN CORP(NOC)1,4111,41107058600.09%+154
ORACLE CORP(ORCL)2,4002,40005256750.07%+150
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
14,16514,16501,2351,3860.15%+150
NIKE INC(NKE)25,28027,430+2,1501,7961,9130.20%+117
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
5,8015,80101,3171,4340.15%+116
AMERICAN EXPRESS CO(AXP)8,3718,37102,6702,7810.29%+110
ISHARES TR24,10023,800-3001,1631,2710.13%+108
VANGUARD ADMIRAL FDS INC19,83019,83002,0822,1890.23%+107
VANGUARD WORLD FD
INF TECH ETF
900925+255976910.07%+94
CUMMINS INC(CMI)90090002953800.04%+85
TESLA INC(TSLA)65565502082910.03%+83
VANGUARD SPECIALIZED FUNDS5,4335,538+1051,1121,1950.13%+83
SPDR S&P MIDCAP 400 ETF TR(MDY)2,7002,70001,5291,6090.17%+80
ROYAL BK CDA(RY)5,0065,00606597370.08%+79
INVESCO QQQ TR1,5071,506-18319040.09%+73
DUKE ENERGY CORP NEW(DUK)11,95811,95801,4111,4800.16%+69
GOLDMAN SACHS GROUP INC(GS)73173105175820.06%+65
SEMPRA(SRE)4,5004,50003414050.04%+64
BLACKSTONE INC(BX)3,0003,00004495130.05%+64
PEPSICO INC(PEP)87,29882,523-4,77511,52711,5901.21%+63
SHERWIN WILLIAMS CO(SHW)11,84911,923+744,0684,1280.43%+60
NEXTERA ENERGY INC(NEE)16,64916,049-6001,1561,2120.13%+56
ENBRIDGE INC(ENB)10,67810,67804845390.06%+55
BECTON DICKINSON & CO(BDX)3,4803,48005996510.07%+52
VANGUARD INDEX FDS21,90021,90001,9502,0020.21%+52
SNAP ON INC(SNA)750815+652332820.03%+49
SPDR SERIES TRUST
ST STR SP600SM C
5,4505,45004354830.05%+48
MOSAIC CO NEW(MOS)12,19514,195+2,0004454920.05%+47
KLA CORP(KLAC)405380-253634100.04%+47
BANK AMERICA CORP13,30013,100-2006296760.07%+46
GENUINE PARTS CO(GPC)2,6372,63703203650.04%+46
BANK NEW YORK MELLON CORP2,5502,55002322780.03%+46
DUPONT DE NEMOURS INC(DD)4,8784,87803353800.04%+45
LOWES COS INC(LOW)1,4951,49503323760.04%+44
MASCO CORP(MAS)7,0357,03504534950.05%+42
TRACTOR SUPPLY CO(TSCO)10,30010,30005445860.06%+42
WEC ENERGY GROUP INC(WEC)3,9823,98204154560.05%+41
THERMO FISHER SCIENTIFIC INC(TMO)723684-392933320.03%+39
SYSCO CORP(SYY)6,0556,030-254594970.05%+38
UNION PAC CORP(UNP)11,53211,382-1502,6532,6900.28%+37
VERALTO CORP(VLTO)8,6048,494-1108699060.09%+37
ILLINOIS TOOL WKS INC(ITW)2,6752,67506616980.07%+36
PENTAIR PLC(PNR)4,4304,43004554910.05%+36
EASTERN BANKSHARES INC(EBC)12,42712,42701902260.02%+36
LABCORP HOLDINGS INC(LH)1,4371,43703774130.04%+35
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Marble Harbor Investment Counsel, LLC — 13F Holdings — Q3 2025 | TickerTrail