Fund HoldingsMarble Harbor Investment Counsel, LLC

Total Portfolio Value
$812.72M
Total Bought
$34.85M
Total Sold
$55.25M
Net Transaction
-$20.39M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)0168,590+168,590063,3967.80%+63,396
APPLE INC(AAPL)0284,194+284,194054,7166.73%+54,716
IDEXX LABS INC(IDXX)040,924+40,924022,7152.79%+22,715
DEXCOM INC(DXCM)0145,276+145,276018,0272.22%+18,027
IRON MTN INC DEL(IRM)461,402453,467-7,93527,43031,7343.90%+4,303
FISERV INC(FISV)0185,619+185,619024,6583.03%+24,658
PARKER-HANNIFIN CORP(PH)30,17230,097-7511,75313,8661.71%+2,113
ABBOTT LABS0196,710+196,710021,6522.66%+21,652
EATON VANCE SR FLTNG RTE TR
COM
615,810747,753+131,9437,4579,4671.16%+2,009
BANK HAWAII CORP87,25983,951-3,3084,3366,0830.75%+1,747
WALGREENS BOOTS ALLIANCE INC0420,870+420,870010,9891.35%+10,989
NORTHERN TR CORP(NTRS)0117,907+117,90709,9491.22%+9,949
PROGRESSIVE CORP(PGR)74,86075,020+16010,42811,9491.47%+1,521
ECOLAB INC(ECL)044,132+44,13208,7541.08%+8,754
STRYKER CORPORATION(SYK)027,877+27,87708,3481.03%+8,348
GENERAL ELECTRIC CO(GE)60,61660,916+3006,7017,7750.96%+1,074
VANGUARD ADMIRAL FDS INC069,915+69,91506,9350.85%+6,935
WELLS FARGO CO NEW(WFC)0116,224+116,22405,7210.70%+5,721
VANGUARD INTL EQUITY INDEX F0366,140+366,140015,0481.85%+15,048
OREILLY AUTOMOTIVE INC(ORLY)022,158+22,158021,0522.59%+21,052
DISNEY WALT CO(DIS)084,395+84,39507,6200.94%+7,620
VANGUARD INDEX FDS017,402+17,40207,6010.94%+7,601
INTEL CORP(INTC)54,17452,974-1,2001,9262,6620.33%+736
UNION PAC CORP(UNP)11,63512,035+4002,3692,9560.36%+587
SHERWIN WILLIAMS CO(SHW)10,59910,524-752,7033,2820.40%+579
VERALTO CORP(VLTO)06,867+6,86705650.07%+565
PAYPAL HLDGS INC(PYPL)0157,839+157,83909,6931.19%+9,693
EDWARDS LIFESCIENCES CORP073,945+73,94505,6380.69%+5,638
ALPHABET INC(GOOG)22,94025,050+2,1103,0023,4990.43%+497
MERCK & CO INC(MRK)071,706+71,70607,8170.96%+7,817
HOME DEPOT INC(HD)9,0049,215+2112,7213,1940.39%+473
VANGUARD INDEX FDS15,48616,176+6902,4702,9110.36%+441
LAM RESEARCH CORP(LRCX)02,750+2,75002,1540.27%+2,154
EXPEDITORS INTL WASH INC(EXPD)037,375+37,37504,7540.58%+4,754
COCA COLA CO(KO)0173,726+173,726010,2381.26%+10,238
RTX CORPORATION(RTX)028,888+28,88802,4310.30%+2,431
AMERICAN EXPRESS CO(AXP)09,435+9,43501,7680.22%+1,768
VANGUARD INDEX FDS011,814+11,81402,5200.31%+2,520
STERICYCLE INC097,535+97,53504,8340.59%+4,834
AMAZON COM INC(AMZN)09,710+9,71001,4750.18%+1,475
INVESCO QQQ TR2,2952,795+5008221,1450.14%+322
JPMORGAN CHASE & CO(JPM)12,07912,179+1001,7522,0720.25%+320
VANGUARD INDEX FDS024,925+24,92502,2020.27%+2,202
WORLD GOLD TR(GLDM)069,525+69,52502,8440.35%+2,844
BOEING CO(BA)04,270+4,27001,1130.14%+1,113
NORFOLK SOUTHN CORP(NSC)07,362+7,36201,7400.21%+1,740
MASTERCARD INCORPORATED(MA)0660+66002810.03%+281
US BANCORP DEL(USB)06,044+6,04402620.03%+262
KLA CORP(KLAC)0430+43002500.03%+250
CHUBB LIMITED
COM
13,23113,281+502,7543,0020.37%+247
ISHARES TR03,095+3,09502410.03%+241
MCDONALDS CORP(MCD)024,877+24,87707,3760.91%+7,376
INTERCONTINENTAL EXCHANGE IN(ICE)01,750+1,75002250.03%+225
SNAP ON INC(SNA)0750+75002170.03%+217
JOHNSON CTLS INTL PLC
SHS
03,732+3,73202150.03%+215
HP INC(HPQ)07,070+7,07002130.03%+213
LOEWS CORP(L)03,000+3,00002090.03%+209
ALLIANT ENERGY CORP(LNT)04,000+4,00002050.03%+205
COSTCO WHSL CORP NEW(COST)2,0902,09001,1811,3790.17%+199
GE HEALTHCARE TECHNOLOGIES I(GEHC)019,154+19,15401,4810.18%+1,481
TE CONNECTIVITY LTD(TEL)011,046+11,04601,5520.19%+1,552
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
5,3355,735+4007869670.12%+180
ALPHABET INC(GOOG)21,87821,703-1752,8853,0590.38%+174
VANGUARD ADMIRAL FDS INC021,230+21,23001,9950.25%+1,995
EASTERN BANKSHARES INC(EBC)010,100+10,10001430.02%+143
ABRDN GOLD ETF TRUST(SGOL)066,850+66,85001,3200.16%+1,320
ONESPAWORLD HOLDINGS LIMITED
COM
053,400+53,40007530.09%+753
ISHARES TR02,768+2,76801,3220.16%+1,322
SPDR S&P MIDCAP 400 ETF TR(MDY)02,600+2,60001,3190.16%+1,319
FORD MTR CO DEL(F)010,350+10,35001260.02%+126
ELI LILLY & CO(LLY)6,4526,152-3003,4663,5860.44%+121
TOOTSIE ROLL INDS INC(TR)034,780+34,78001,1560.14%+1,156
BANK AMERICA CORP18,27518,27505006150.08%+115
NIKE INC(NKE)7,9258,025+1007588710.11%+113
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
014,275+14,27501,1580.14%+1,158
CARLISLE COS INC(CSL)2,0002,00005196250.08%+106
ANALOG DEVICES INC(ADI)02,126+2,12604220.05%+422
BERKSHIRE HATHAWAY INC DEL19,71519,645-706,9067,0070.86%+100
NVIDIA CORPORATION(NVDA)2,4762,376-1001,0771,1770.14%+100
ABRDN SILVER ETF TRUST062,800+62,80001,4300.18%+1,430
ISHARES TR27,28128,071+7901,0351,1290.14%+93
ILLINOIS TOOL WKS INC(ITW)02,875+2,87507530.09%+753
ABBVIE INC(ABBV)202,950195,770-7,18030,25230,3383.73%+87
VANGUARD WORLD FDS
FINANCIALS ETF
7,2507,25005826690.08%+87
VANGUARD SPECIALIZED FUNDS04,668+4,66807950.10%+795
NEXTERA ENERGY INC(NEE)017,539+17,53901,0650.13%+1,065
TRANSDIGM GROUP INC(TDG)50050004225060.06%+84
OTIS WORLDWIDE CORP(OTIS)08,314+8,31407440.09%+744
HUNTINGTON BANCSHARES INC(HBAN)36,02236,02203754580.06%+84
CATERPILLAR INC(CAT)3,6823,68201,0051,0890.13%+83
WASTE MGMT INC DEL(WM)02,878+2,87805150.06%+515
INVESCO EXCH TRADED FD TR II6,5706,57002883590.04%+71
CELANESE CORP DEL(CE)2,3502,35002953650.04%+70
INTERNATIONAL BUSINESS MACHS(IBM)2,4982,568+703504200.05%+70
QUALCOMM INC(QCOM)2,0422,04202272950.04%+69
ROYAL BK CDA(RY)05,006+5,00605060.06%+506
VANGUARD INTL EQUITY INDEX F018,700+18,70007960.10%+796
COLGATE PALMOLIVE CO(CL)010,396+10,39608290.10%+829
DUKE ENERGY CORP NEW(DUK)13,88313,325-5581,2251,2930.16%+68
GOLDMAN SACHS GROUP INC(GS)664731+672152820.03%+67
Page 1 of 1