Marble Harbor Investment Counsel, LLC Q2 2022 Filing

Filed August 11, 2022

Portfolio Value

$656.2M

Holdings

180

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (180 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
294,300$40.2M6.13%
2
ABBVABBVIE INC
202,697$31.0M4.73%
3
ADPAUTOMATIC DATA PROCESSING IN
138,932$29.2M4.45%
4
PGPROCTER AND GAMBLE CO
168,594$24.2M3.69%
5
IRMIRON MTN INC NEW
466,030$22.7M3.46%
6
ABTABBOTT LABS
193,977$21.1M3.21%
7
CSCOCISCO SYS INC
455,231$19.4M2.96%
8
PFEPFIZER INC
341,658$17.9M2.73%
9
ORLYOREILLY AUTOMOTIVE INC
26,639$16.8M2.56%
10
FISVFISERV INC
187,092$16.6M2.54%
11
PEPPEPSICO INC
90,325$15.1M2.29%
12
VWOVANGUARD INTL EQUITY INDEX F
353,481$14.7M2.24%
13
WBAWALGREENS BOOTS ALLIANCE INC
370,486$14.0M2.14%
14
IDXXIDEXX LABS INC
39,321$13.8M2.10%
15
EBAEBAY INC.
316,426$13.2M2.01%
16
XOMEXXON MOBIL CORP
148,678$12.7M1.94%
17
BOHBANK HAWAII CORP
155,884$11.6M1.77%
18
KOCOCA COLA CO
170,522$10.7M1.63%
19
NTRSNORTHERN TR CORP
109,649$10.6M1.61%
20
DC4DEXCOM INC
141,018$10.5M1.60%
21
EOGEOG RES INC
91,542$10.1M1.54%
22
PGRPROGRESSIVE CORP
86,192$10.0M1.53%
23
JNJJOHNSON & JOHNSON
54,677$9.7M1.48%
24
PYPLPAYPAL HLDGS INC
129,733$9.1M1.38%
25
OGNORGANON & CO
267,177$9.0M1.37%
26
APDAIR PRODS & CHEMS INC
36,635$8.8M1.34%
27
HRUSDHEALTHCARE RLTY TR
281,257$7.7M1.17%
28
XEFRXEATON VANCE SR FLTNG RTE TR
586,403$7.2M1.10%
29
MCDMCDONALDS CORP
28,402$7.0M1.07%
30
PHPARKER-HANNIFIN CORP
26,957$6.6M1.01%
31
EWEDWARDS LIFESCIENCES CORP
68,875$6.5M1.00%
32
MRKMERCK & CO INC
70,363$6.4M0.98%
33
ECLECOLAB INC
41,308$6.4M0.97%
34
EFTEATON VANCE FLTING RATE INC
516,997$6.1M0.93%
35
WMTWALMART INC
49,892$6.1M0.92%
36
HTAEURHEALTHCARE TR AMER INC
216,725$6.0M0.92%
37
MMM3M CO
46,293$6.0M0.91%
38
BRK/BBERKSHIRE HATHAWAY INC DEL
20,128$5.5M0.84%
39
VOOVANGUARD INDEX FDS
14,927$5.2M0.79%
40
SYKSTRYKER CORPORATION
25,627$5.1M0.78%
41
DHRDANAHER CORPORATION
19,305$4.9M0.75%
42
VIOOVANGUARD ADMIRAL FDS INC
26,690$4.5M0.69%
43
GEGENERAL ELECTRIC CO
68,250$4.3M0.66%
44
CVXCHEVRON CORP NEW
29,766$4.3M0.66%
45
SRCLSTERICYCLE INC
96,630$4.2M0.65%
46
WFCWELLS FARGO CO NEW
105,909$4.1M0.63%
47
EXPDEXPEDITORS INTL WASH INC
37,925$3.7M0.56%
48
VODVODAFONE GROUP PLC NEW
235,012$3.7M0.56%
49
DISDISNEY WALT CO
37,377$3.5M0.54%
50
EMREMERSON ELEC CO
41,471$3.3M0.50%
51
DEODIAGEO PLC
18,371$3.2M0.49%
52
TPRTAPESTRY INC
91,259$2.8M0.42%
53
RTXRAYTHEON TECHNOLOGIES CORP
28,740$2.8M0.42%
54
VBVANGUARD INDEX FDS
14,784$2.6M0.40%
55
SHELSHELL PLC
47,920$2.5M0.38%
56
GLDMWORLD GOLD TR
68,925$2.5M0.38%
57
INTCINTEL CORP
64,724$2.4M0.37%
58
CBCHUBB LIMITED
12,197$2.4M0.37%
59
GOOGALPHABET INC
1,067$2.3M0.36%
60
LLYLILLY ELI & CO
6,890$2.2M0.34%
61
UNPUNION PAC CORP
10,460$2.2M0.34%
62
HDHOME DEPOT INC
7,659$2.1M0.32%
63
VNQVANGUARD INDEX FDS
21,645$2.0M0.30%
64
VBRVANGUARD INDEX FDS
12,150$1.8M0.28%
65
GOOGLALPHABET INC
833$1.8M0.28%
66
LKQ1LKQ CORP
32,930$1.6M0.25%
67
NSCNORFOLK SOUTHN CORP
7,002$1.6M0.24%
68
DUKDUKE ENERGY CORP NEW
13,838$1.5M0.23%
69
IVOOVANGUARD ADMIRAL FDS INC
9,080$1.4M0.21%
70
SHWSHERWIN WILLIAMS CO
6,017$1.3M0.21%
71
EEMISHARES TR
33,100$1.3M0.20%
72
KMBKIMBERLY-CLARK CORP
9,598$1.3M0.20%
73
AXPAMERICAN EXPRESS CO
9,263$1.3M0.20%
74
TAT&T INC
60,401$1.3M0.19%
75
TELTE CONNECTIVITY LTD
11,046$1.3M0.19%
76
AMZNAMAZON COM INC
11,720$1.2M0.19%
77
JPMJPMORGAN CHASE & CO
10,799$1.2M0.19%
78
BMYBRISTOL-MYERS SQUIBB CO
15,781$1.2M0.19%
79
TRTOOTSIE ROLL INDS INC
33,780$1.2M0.18%
80
BDXBECTON DICKINSON & CO
4,832$1.2M0.18%
81
LRCXEURLAM RESEARCH CORP
2,750$1.2M0.18%
82
SGOLABRDN GOLD ETF TRUST
66,850$1.2M0.18%
83
MDYSPDR S&P MIDCAP 400 ETF TR
2,800$1.2M0.18%
84
NEENEXTERA ENERGY INC
14,749$1.1M0.17%
85
IVVISHARES TR
2,998$1.1M0.17%
86
SIVRABRDN SILVER ETF TRUST
54,700$1.1M0.16%
87
VTWOVANGUARD SCOTTSDALE FDS
14,785$1.0M0.15%
88
NOCNORTHROP GRUMMAN CORP
2,100$1.0M0.15%
89
COSTCOSTCO WHSL CORP NEW
2,020$968K0.15%
90
SWEDISH EXPT CR CORP
111,350$946K0.14%
91
HIFSHINGHAM INSTN SVGS MASS
3,205$909K0.14%
92
CLCOLGATE PALMOLIVE CO
11,290$905K0.14%
93
SBUXSTARBUCKS CORP
11,815$903K0.14%
94
AONAON PLC
3,273$883K0.13%
95
MDTMEDTRONIC PLC
9,708$871K0.13%
96
OTISOTIS WORLDWIDE CORP
11,691$826K0.13%
97
SLBSCHLUMBERGER LTD
21,153$756K0.12%
98
OSWONESPAWORLD HOLDINGS LIMITED
103,900$745K0.11%
99
4I1PHILIP MORRIS INTL INC
7,543$745K0.11%
100
VIGVANGUARD SPECIALIZED FUNDS
4,938$708K0.11%
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