Marble Harbor Investment Counsel, LLC Q1 2022 Filing

Filed May 9, 2022

Portfolio Value

$805.0M

Holdings

189

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (189 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
170,001$52.4M6.51%
2
AAPLAPPLE INC
289,658$50.6M6.28%
3
ABBVABBVIE INC
202,750$32.9M4.08%
4
ADPAUTOMATIC DATA PROCESSING IN
139,107$31.7M3.93%
5
PGPROCTER AND GAMBLE CO
169,196$25.9M3.21%
6
IRMIRON MTN INC NEW
466,040$25.8M3.21%
7
CSCOCISCO SYS INC
453,496$25.3M3.14%
8
ABTABBOTT LABS
193,423$22.9M2.84%
9
IDXXIDEXX LABS INC
38,900$21.3M2.64%
10
FISVFISERV INC
185,687$18.8M2.34%
11
EBAEBAY INC.
315,649$18.1M2.25%
12
ORLYOREILLY AUTOMOTIVE INC
26,359$18.1M2.24%
13
DC4DEXCOM INC
34,480$17.6M2.19%
14
PFEPFIZER INC
337,361$17.5M2.17%
15
WBAWALGREENS BOOTS ALLIANCE INC
368,893$16.5M2.05%
16
VWOVANGUARD INTL EQUITY INDEX F
349,326$16.1M2.00%
17
PEPPEPSICO INC
89,301$14.9M1.86%
18
PYPLPAYPAL HLDGS INC
125,508$14.5M1.80%
19
BOHBANK HAWAII CORP
155,150$13.0M1.62%
20
NTRSNORTHERN TR CORP
109,149$12.7M1.58%
21
XOMEXXON MOBIL CORP
148,502$12.3M1.52%
22
EOGEOG RES INC
91,252$10.9M1.35%
23
KOCOCA COLA CO
167,075$10.4M1.29%
24
PGRPROGRESSIVE CORP
86,456$9.9M1.22%
25
JNJJOHNSON & JOHNSON
54,498$9.7M1.20%
26
OGNORGANON & CO
265,357$9.3M1.15%
27
APDAIR PRODS & CHEMS INC
36,400$9.1M1.13%
28
EWEDWARDS LIFESCIENCES CORP
68,725$8.1M1.01%
29
XEFRXEATON VANCE SR FLTNG RTE TR
592,103$7.9M0.99%
30
HRUSDHEALTHCARE RLTY TR
281,557$7.7M0.96%
31
WMTWALMART INC
49,970$7.4M0.92%
32
PHPARKER-HANNIFIN CORP
25,785$7.3M0.91%
33
ECLECOLAB INC
39,828$7.0M0.87%
34
BRK/BBERKSHIRE HATHAWAY INC DEL
19,773$7.0M0.87%
35
MMM3M CO
46,238$6.9M0.86%
36
EFTEATON VANCE FLTING RATE INC
518,578$6.9M0.85%
37
SYKSTRYKER CORPORATION
25,562$6.8M0.85%
38
MCDMCDONALDS CORP
27,437$6.8M0.84%
39
HTAEURHEALTHCARE TR AMER INC
210,625$6.6M0.82%
40
GEGENERAL ELECTRIC CO
68,459$6.3M0.78%
41
MRKMERCK & CO INC
70,327$5.8M0.72%
42
VOOVANGUARD INDEX FDS
13,677$5.7M0.71%
43
DHRDANAHER CORPORATION
19,297$5.7M0.70%
44
SRCLSTERICYCLE INC
90,280$5.3M0.66%
45
WFCWELLS FARGO CO NEW
105,059$5.1M0.63%
46
CVXCHEVRON CORP NEW
29,828$4.9M0.60%
47
VIOOVANGUARD ADMIRAL FDS INC
23,815$4.7M0.59%
48
DISDISNEY WALT CO
32,783$4.5M0.56%
49
VODVODAFONE GROUP PLC NEW
244,956$4.1M0.51%
50
EMREMERSON ELEC CO
41,460$4.1M0.50%
51
EXPDEXPEDITORS INTL WASH INC
38,000$3.9M0.49%
52
DEODIAGEO PLC
18,298$3.7M0.46%
53
VBVANGUARD INDEX FDS
15,799$3.4M0.42%
54
TPRTAPESTRY INC
89,159$3.3M0.41%
55
INTCINTEL CORP
64,724$3.2M0.40%
56
UNPUNION PAC CORP
10,460$2.9M0.36%
57
RTXRAYTHEON TECHNOLOGIES CORP
28,740$2.8M0.35%
58
GOOGALPHABET INC
996$2.8M0.35%
59
GLDMWORLD GOLD TR
68,925$2.7M0.33%
60
SHELSHELL PLC
47,864$2.6M0.33%
61
CBCHUBB LIMITED
11,807$2.5M0.31%
62
GOOGLALPHABET INC
801$2.2M0.28%
63
HDHOME DEPOT INC
7,124$2.1M0.26%
64
VBRVANGUARD INDEX FDS
11,775$2.1M0.26%
65
VNQVANGUARD INDEX FDS
18,845$2.0M0.25%
66
NSCNORFOLK SOUTHN CORP
7,002$2.0M0.25%
67
LLYLILLY ELI & CO
6,890$2.0M0.25%
68
AMZNAMAZON COM INC
593$1.9M0.24%
69
AXPAMERICAN EXPRESS CO
9,263$1.7M0.22%
70
IVOOVANGUARD ADMIRAL FDS INC
8,740$1.6M0.20%
71
DUKDUKE ENERGY CORP NEW
13,643$1.5M0.19%
72
LKQ1LKQ CORP
33,230$1.5M0.19%
73
EEMISHARES TR
33,100$1.5M0.19%
74
LRCXEURLAM RESEARCH CORP
2,750$1.5M0.18%
75
TELTE CONNECTIVITY LTD
11,046$1.4M0.18%
76
TAT&T INC
60,141$1.4M0.18%
77
SHWSHERWIN WILLIAMS CO
5,680$1.4M0.18%
78
JPMJPMORGAN CHASE & CO
10,352$1.4M0.18%
79
MDYSPDR S&P MIDCAP 400 ETF TR
2,800$1.4M0.17%
80
SIVRABRDN SILVER ETF TRUST
54,700$1.3M0.16%
81
BDXBECTON DICKINSON & CO
4,755$1.3M0.16%
82
NEENEXTERA ENERGY INC
14,749$1.2M0.16%
83
VTWOVANGUARD SCOTTSDALE FDS
15,035$1.2M0.15%
84
SGOLABRDN GOLD ETF TRUST
66,850$1.2M0.15%
85
IVVISHARES TR
2,637$1.2M0.15%
86
KMBKIMBERLY-CLARK CORP
9,698$1.2M0.15%
87
TRTOOTSIE ROLL INDS INC
34,004$1.2M0.15%
88
COSTCOSTCO WHSL CORP NEW
2,020$1.2M0.14%
89
BMYBRISTOL-MYERS SQUIBB CO
15,781$1.2M0.14%
90
HIFSHINGHAM INSTN SVGS MASS
3,205$1.1M0.14%
91
MDTMEDTRONIC PLC
9,708$1.1M0.13%
92
AONAON PLC
3,273$1.1M0.13%
93
SBUXSTARBUCKS CORP
10,575$962K0.12%
94
SWEDISH EXPT CR CORP
109,250$958K0.12%
95
BABAALIBABA GROUP HLDG LTD
8,655$942K0.12%
96
NOCNORTHROP GRUMMAN CORP
2,100$939K0.12%
97
OSWONESPAWORLD HOLDINGS LIMITED
91,400$932K0.12%
98
OTISOTIS WORLDWIDE CORP
11,583$891K0.11%
99
SLBSCHLUMBERGER LTD
21,353$882K0.11%
100
NVDANVIDIA CORPORATION
3,182$868K0.11%
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