Marble Harbor Investment Counsel, LLC Q1 2020 Filing

Filed May 7, 2020

Portfolio Value

$508.0M

Holdings

149

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (149 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
194,612$30.7M6.04%
2
ADPAUTOMATIC DATA PROCESSING IN
151,090$20.7M4.07%
3
AAPLAPPLE INC
81,177$20.6M4.06%
4
PGPROCTER & GAMBLE CO
187,476$20.6M4.06%
5
ABTABBOTT LABS
255,201$20.1M3.96%
6
CSCOCISCO SYS INC
468,390$18.4M3.62%
7
FISVFISERV INC
183,450$17.4M3.43%
8
ABBVABBVIE INC
221,439$16.9M3.32%
9
PYPLPAYPAL HLDGS INC
138,567$13.3M2.61%
10
VWOVANGUARD INTL EQUITY INDEX F
385,768$12.9M2.55%
11
WBAWALGREENS BOOTS ALLIANCE INC
275,031$12.6M2.48%
12
IRMIRON MTN INC NEW
528,074$12.6M2.47%
13
IDXXIDEXX LABS INC
49,741$12.0M2.37%
14
HRUSDHEALTHCARE RLTY TR
426,393$11.9M2.34%
15
PEPPEPSICO INC
97,197$11.7M2.30%
16
PFEPFIZER INC
356,744$11.6M2.29%
17
EBAEBAY INC
337,515$10.1M2.00%
18
DC4DEXCOM INC
35,277$9.5M1.87%
19
NTRSNORTHERN TR CORP
114,301$8.6M1.70%
20
ORLYO REILLY AUTOMOTIVE INC NEW
27,705$8.3M1.64%
21
BOHBANK HAWAII CORP
142,433$7.9M1.55%
22
APDAIR PRODS & CHEMS INC
38,135$7.6M1.50%
23
KOCOCA COLA CO
169,773$7.5M1.48%
24
JNJJOHNSON & JOHNSON
56,119$7.4M1.45%
25
PGRPROGRESSIVE CORP OHIO
94,431$7.0M1.37%
26
MMM3M CO
51,028$7.0M1.37%
27
ECLECOLAB INC
40,835$6.4M1.25%
28
WMTWALMART INC
55,315$6.3M1.24%
29
EFTEATON VANCE FLTING RATE INC
593,714$6.1M1.20%
30
EOGEOG RES INC
164,015$5.9M1.16%
31
XOMEXXON MOBIL CORP
151,565$5.8M1.13%
32
MCDMCDONALDS CORP
32,580$5.4M1.06%
33
MRKMERCK & CO. INC
69,891$5.4M1.06%
34
VODVODAFONE GROUP PLC NEW
368,702$5.1M1.00%
35
EWEDWARDS LIFESCIENCES CORP
23,975$4.5M0.89%
36
SYKSTRYKER CORP
27,083$4.5M0.89%
37
PHPARKER HANNIFIN CORP
30,080$3.9M0.77%
38
EVFEATON VANCE SR INCOME TR
837,520$3.9M0.76%
39
VIOOVANGUARD ADMIRAL FDS INC
35,765$3.7M0.72%
40
VOOVANGUARD INDEX FDS
15,440$3.7M0.72%
41
DISDISNEY WALT CO
37,008$3.6M0.70%
42
INTCINTEL CORP
58,534$3.2M0.62%
43
RDS/AROYAL DUTCH SHELL PLC
87,594$3.1M0.60%
44
DHRDANAHER CORPORATION
20,837$2.9M0.57%
45
WFCWELLS FARGO CO NEW
100,331$2.9M0.57%
46
EXPDEXPEDITORS INTL WASH INC
38,800$2.6M0.51%
47
DEODIAGEO P L C
19,394$2.5M0.49%
48
GEGENERAL ELECTRIC CO
309,289$2.5M0.48%
49
BRK/BBERKSHIRE HATHAWAY INC DEL
12,980$2.4M0.47%
50
UTXZUNITED TECHNOLOGIES CORP
24,638$2.3M0.46%
51
EMREMERSON ELEC CO
45,250$2.2M0.42%
52
GLDM1USDWORLD GOLD TR
135,100$2.1M0.42%
53
CVXCHEVRON CORP NEW
28,956$2.1M0.41%
54
BABAALIBABA GROUP HLDG LTD
10,360$2.0M0.40%
55
TPRTAPESTRY INC
125,459$1.6M0.32%
56
TAT&T INC
55,139$1.6M0.32%
57
EATON VANCE FLTG RATE INCOM
137,675$1.6M0.32%
58
TRTOOTSIE ROLL INDS INC
42,612$1.5M0.30%
59
UNPUNION PAC CORP
10,560$1.5M0.29%
60
HDHOME DEPOT INC
7,665$1.4M0.28%
61
CBCHUBB LIMITED
12,773$1.4M0.28%
62
KMBKIMBERLY CLARK CORP
11,122$1.4M0.28%
63
MDTMEDTRONIC PLC
13,633$1.2M0.24%
64
CLCOLGATE PALMOLIVE CO
17,341$1.2M0.23%
65
GOOGALPHABET INC
978$1.1M0.22%
66
AMZNAMAZON COM INC
576$1.1M0.22%
67
NSCNORFOLK SOUTHERN CORP
7,485$1.1M0.22%
68
LLYLILLY ELI & CO
7,340$1.0M0.20%
69
SGOLABERDEEN STD GOLD ETF TR
66,850$1.0M0.20%
70
EEMISHARES TR
29,300$1.0M0.20%
71
SLBSCHLUMBERGER LTD
71,098$959K0.19%
72
GOOGLALPHABET INC
819$952K0.19%
73
DUKDUKE ENERGY CORP NEW
11,559$935K0.18%
74
SHWSHERWIN WILLIAMS CO
1,995$917K0.18%
75
COSTCOSTCO WHSL CORP NEW
3,196$911K0.18%
76
VNQVANGUARD INDEX FDS
12,845$897K0.18%
77
LKQ1LKQ CORP
43,580$894K0.18%
78
NOCNORTHROP GRUMMAN CORP
2,941$890K0.18%
79
IVOOVANGUARD ADMIRAL FDS INC
8,500$827K0.16%
80
LRCXEURLAM RESEARCH CORP
3,350$804K0.16%
81
AXPAMERICAN EXPRESS CO
9,238$791K0.16%
82
BMYBRISTOL-MYERS SQUIBB CO
13,296$741K0.15%
83
VBRVANGUARD INDEX FDS
8,141$723K0.14%
84
TELTE CONNECTIVITY LTD
10,821$682K0.13%
85
BABOEING CO
4,570$682K0.13%
86
4I1PHILIP MORRIS INTL INC
9,243$674K0.13%
87
SBUXSTARBUCKS CORP
10,250$674K0.13%
88
SRCLSTERICYCLE INC
13,801$670K0.13%
89
MDYSPDR S&P MIDCAP 400 ETF TR
2,550$670K0.13%
90
WECWEC ENERGY GROUP INC
7,500$661K0.13%
91
FTVFORTIVE CORP
11,135$615K0.12%
92
BDXBECTON DICKINSON & CO
2,505$576K0.11%
93
SIVRABERDEEN STD SILVER ETF TR
42,400$574K0.11%
94
JPMJPMORGAN CHASE & CO
6,228$561K0.11%
95
NEENEXTERA ENERGY INC
2,262$544K0.11%
96
AONAON PLC
3,273$540K0.11%
97
ZBHZIMMER BIOMET HOLDINGS INC
5,252$531K0.10%
98
CDKCDK GLOBAL INC
16,038$527K0.10%
99
BACBK OF AMERICA CORP
24,698$524K0.10%
100
VIGVANGUARD SPECIALIZED FUNDS
4,958$513K0.10%
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