Fund HoldingsMarble Harbor Investment Counsel, LLC

Total Portfolio Value
$935.51M
Total Bought
$21.75M
Total Sold
$71.26M
Net Transaction
-$49.51M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
CISCO SYS INC(CSCO)0452,909+452,909034,8883.73%+34,888
APPLE INC(AAPL)249,515245,881-3,63463,53466,8457.15%+3,311
PARKER-HANNIFIN CORP(PH)29,02128,519-50222,00225,0672.68%+3,065
ALPHABET INC(GOOG)39,30838,298-1,0109,55611,9871.28%+2,431
NIKE INC(NKE)27,43060,005+32,5751,9133,8230.41%+1,910
ELI LILLY & CO(LLY)04,164+4,16404,4750.48%+4,475
ALPHABET INC(GOOG)20,41720,41704,9736,4070.68%+1,434
MERCK & CO INC(MRK)68,76367,506-1,2575,7717,1060.76%+1,334
IDEXX LABS INC(IDXX)36,65536,520-13523,41924,7072.64%+1,288
WELLS FARGO CO NEW(WFC)130,004130,204+20010,89712,1351.30%+1,238
BANK HAWAII CORP98,124112,199+14,0756,4417,6710.82%+1,230
PFIZER INC(PFE)393,121445,948+52,82710,01711,1041.19%+1,087
ABRDN SILVER ETF TRUST60,70055,600-5,1002,7003,7610.40%+1,061
JOHNSON & JOHNSON(JNJ)54,83053,972-85810,16711,1701.19%+1,003
EXXON MOBIL CORP139,408138,673-73515,71816,6881.78%+970
WALMART INC(WMT)149,215146,610-2,60515,37816,3341.75%+956
EXPEDITORS INTL WASH INC(EXPD)34,73234,532-2004,2585,1460.55%+888
LAM RESEARCH CORP(LRCX)23,65023,100-5503,1673,9540.42%+788
DANAHER CORPORATION(DHR)023,982+23,98205,4900.59%+5,490
COCA COLA CO(KO)0175,234+175,234012,2511.31%+12,251
DIAGEO PLC(DEO)032,418+32,41802,7970.30%+2,797
SPDR SERIES TRUST
ST STR SP600SM C
05,450+5,45004960.05%+496
VANGUARD SPECIALIZED FUNDS5,5387,638+2,1001,1951,6790.18%+484
EDWARDS LIFESCIENCES CORP059,741+59,74105,0930.54%+5,093
VANGUARD INDEX FDS19,14020,944+1,8043,9954,4360.47%+441
VANGUARD ADMIRAL FDS INC78,15281,549+3,3978,6339,0490.97%+415
RTX CORPORATION(RTX)26,80626,691-1154,4854,8950.52%+410
GE AEROSPACE(GE)60,82360,616-20718,29618,6712.00%+375
CHUBB LIMITED
COM
012,691+12,69103,9610.42%+3,961
CATERPILLAR INC(CAT)3,3473,34701,5971,9170.20%+320
PROCORE TECHNOLOGIES INC(PCOR)104,081108,689+4,6087,5907,9060.85%+316
AMERICAN EXPRESS CO(AXP)8,3718,356-152,7813,0910.33%+311
EOG RES INC(EOG)0118,629+118,629012,4571.33%+12,457
ETFS GOLD TR(SGOL)54,60054,60002,0102,2430.24%+233
NORTHERN TR CORP(NTRS)119,451119,336-11516,07816,3001.74%+222
UNITED PARCEL SERVICE INC(UPS)02,155+2,15502140.02%+214
ISHARES TR02,000+2,00002050.02%+205
VANGUARD INDEX FDS21,90024,500+2,6002,0022,1680.23%+166
WEYERHAEUSER CO MTN BE(WY)015,275+15,27503620.04%+362
ROYAL BK CDA(RY)5,0065,00607378530.09%+116
PEPSICO INC(PEP)82,52381,548-97511,59011,7041.25%+114
FEDEX CORP(FDX)02,050+2,05005920.06%+592
TORONTO DOMINION BK ONT(TD)05,309+5,30905000.05%+500
GE HEALTHCARE TECHNOLOGIES I(GEHC)017,018+17,01801,3960.15%+1,396
PORCH GROUP INC(PRCH)010,600+10,6000970.01%+97
TE CONNECTIVITY PLC(TEL)11,04611,04602,4252,5130.27%+88
CUMMINS INC(CMI)90090003804590.05%+79
NEXTERA ENERGY INC(NEE)16,04916,04901,2121,2880.14%+77
WATERS CORP(WAT)01,230+1,23004670.05%+467
ROCKWELL AUTOMATION INC(ROK)01,800+1,80007000.07%+700
EASTERN BANKSHARES INC(EBC)12,42715,866+3,4392262920.03%+67
FORTIVE CORP(FTV)17,73816,918-8208699340.10%+65
AMGEN INC(AMGN)02,174+2,17407120.08%+712
ACCENTURE PLC IRELAND
SHS CLASS A
2,3102,360+505706330.07%+64
GOLDMAN SACHS GROUP INC(GS)73173105826430.07%+60
NUCOR CORP(NUE)02,050+2,05003340.04%+334
SHELL PLC(SHEL)040,100+40,10002,9470.31%+2,947
INTEL CORP(INTC)21,36320,930-4337177720.08%+56
ANALOG DEVICES INC(ADI)02,126+2,12605770.06%+577
VANGUARD INDEX FDS11,95411,994+403,0403,0940.33%+54
APPLIED MATLS INC1,0001,00002052570.03%+52
KLA CORP(KLAC)38038004104620.05%+52
HOLOGIC INC07,242+7,24205390.06%+539
DOVER CORP(DOV)01,708+1,70803330.04%+333
BRISTOL-MYERS SQUIBB CO(BMY)05,343+5,34302880.03%+288
EMERSON ELEC CO(EMR)037,498+37,49804,9770.53%+4,977
MCDONALDS CORP(MCD)24,55224,55207,4617,5040.80%+43
JPMORGAN CHASE & CO.(JPM)10,97410,874-1003,4623,5040.37%+42
HINGHAM INSTN SVGS MASS01,755+1,75504980.05%+498
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
5,8015,80101,4341,4670.16%+34
ISHARES TR23,80023,80001,2711,3020.14%+31
US BANCORP DEL(USB)05,779+5,77903080.03%+308
INTERNATIONAL BUSINESS MACHS(IBM)01,823+1,82305400.06%+540
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
14,16514,16501,3861,4100.15%+24
BECTON DICKINSON & CO(BDX)3,4803,48006516750.07%+24
AVALONBAY CMNTYS INC01,620+1,62002940.03%+294
SPDR S&P MIDCAP 400 ETF TR(MDY)2,7002,70001,6091,6290.17%+20
BANK NEW YORK MELLON CORP2,5502,55002782960.03%+18
NUTRIEN LTD(NTR)05,370+5,37003310.04%+331
HUBBELL INC(HUBB)01,170+1,17005200.06%+520
VANGUARD WORLD FD
FINANCIALS ETF
06,850+6,85009140.10%+914
FORD MTR CO(F)012,350+12,35001620.02%+162
TOOTSIE ROLL INDS INC(TR)15,10817,608+2,5006336450.07%+12
LOEWS CORP(L)02,300+2,30002420.03%+242
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
5,8775,87702632740.03%+11
ISHARES TR
CORE MSCI EAFE
04,423+4,42303960.04%+396
INVESCO EXCH TRADED FD TR II07,150+7,15004420.05%+442
CINCINNATI FINL CORP(CINF)01,458+1,45802380.03%+238
VANGUARD INTL EQUITY INDEX F018,850+18,85008640.09%+864
VANGUARD WORLD FD
INF TECH ETF
92592506916970.07%+7
BANK AMERICA CORP13,10012,400-7006766820.07%+6
ISHARES TR01,800+1,80003020.03%+302
TRANSDIGM GROUP INC(TDG)0500+50006650.07%+665
ISHARES TR06,335+6,33504180.04%+418
BOEING CO(BA)02,900+2,90006300.07%+630
TESLA INC(TSLA)65565502912950.03%+3
ISHARES TR3,1293,172+432602630.03%+3
HUNTINGTON BANCSHARES INC(HBAN)035,689+35,68906190.07%+619
ONEOK INC NEW(OKE)02,850+2,85002090.02%+209
AGNICO EAGLE MINES LTD(AEM)1,5001,50002532540.03%+1
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