Marble Harbor Investment Counsel, LLC

data from 30/09/2025

Capitalization

$ 954.688 M 3.99 %

Average holding period

30 ans

Performance

$ 777.392 M 36 467.28 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Marble Harbor Investment Counsel, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MSFT MICROSOFT CORP 8.02% 76.576 M $ 147845 2011/06/30 3.074 M $ 4.13 %
2025/09/30 AAPL APPLE INC 6.65% 63.534 M $ 249515 2011/06/30 12.510 M $ 24.11 %
2025/09/30 ABBV ABBVIE INC 4.47% 42.649 M $ 184197 2013/03/31 8.500 M $ 24.74 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING IN 3.91% 37.348 M $ 127251 2011/06/30 -1.903 M $ -4.83 %
2025/09/30 IRM IRON MTN INC DEL 3.47% 33.157 M $ 325260 2015/03/31 -207.126 K $ -0.61 %
2025/09/30 ORLY OREILLY AUTOMOTIVE INC 3.27% 31.185 M $ 289260 2012/03/31 5.168 M $ 19.62 %
2025/09/30 CSCO CISCO SYS INC 3.26% 31.128 M $ 454959 2011/06/30 -436.519 K $ -1.38 %
2025/09/30 EBAY EBAY INC. 2.99% 28.541 M $ 313813 2011/06/30 5.182 M $ 22.15 %
2025/09/30 ABT ABBOTT LABS 2.72% 25.997 M $ 194097 2011/06/30 -401.847 K $ -1.52 %
2025/09/30 PG PROCTER AND GAMBLE CO 2.56% 24.403 M $ 158823 2011/06/30 -905.039 K $ -3.56 %
2025/09/30 IDXX IDEXX LABS INC 2.45% 23.419 M $ 36655 2011/06/30 3.991 M $ 19.12 %
2025/09/30 PH PARKER-HANNIFIN CORP 2.30% 22.002 M $ 29021 2011/06/30 1.734 M $ 8.54 %
2025/09/30 FI FISERV INC 2.28% 21.772 M $ 168870 2011/06/30 -7.490 M $ -25.22 %
2025/09/30 VWO VANGUARD INTL EQUITY INDEX F 2.24% 21.398 M $ 394949 2011/06/30 1.762 M $ 9.54 %
2025/09/30 GE GE AEROSPACE 1.92% 18.296 M $ 60823 2021/09/30 2.643 M $ 16.87 %
2025/09/30 PGR PROGRESSIVE CORP 1.77% 16.938 M $ 68587 2011/06/30 -1.380 M $ -7.46 %
2025/09/30 HR HEALTHCARE RLTY TR 1.70% 16.253 M $ 901432 2022/09/30 1.975 M $ 13.68 %
2025/09/30 NTRS NORTHERN TR CORP 1.68% 16.078 M $ 119451 2011/06/30 935.450 K $ 6.16 %
2025/09/30 XOM EXXON MOBIL CORP 1.65% 15.718 M $ 139408 2011/06/30 692.821 K $ 4.59 %
2025/09/30 WMT WALMART INC 1.61% 15.378 M $ 149215 2011/06/30 789.808 K $ 5.40 %
2025/09/30 PYPL PAYPAL HLDGS INC 1.28% 12.230 M $ 182368 2015/09/30 -1.279 M $ -9.77 %
2025/09/30 EOG EOG RES INC 1.27% 12.159 M $ 108444 2014/12/31 -795.235 K $ -6.26 %
2025/09/30 ECL ECOLAB INC 1.25% 11.886 M $ 43401 2011/06/30 191.655 K $ 1.64 %
2025/09/30 KO COCA COLA CO 1.22% 11.644 M $ 175569 2011/06/30 -778.767 K $ -6.26 %
2025/09/30 PEP PEPSICO INC 1.21% 11.590 M $ 82523 2011/06/30 733.303 K $ 6.36 %
2025/09/30 DXCM DEXCOM INC 1.15% 10.965 M $ 162948 2016/03/31 -3.173 M $ -22.91 %
2025/09/30 WFC WELLS FARGO CO NEW 1.14% 10.897 M $ 130004 2011/06/30 479.534 K $ 4.62 %
2025/09/30 DIS DISNEY WALT CO 1.14% 10.865 M $ 94888 2011/06/30 -893.350 K $ -7.67 %
2025/09/30 SYK STRYKER CORPORATION 1.09% 10.364 M $ 28036 2011/06/30 -730.410 K $ -6.56 %
2025/09/30 VOO VANGUARD INDEX FDS 1.08% 10.316 M $ 16846 2014/03/31 747.120 K $ 7.81 %
2025/09/30 JNJ JOHNSON & JOHNSON 1.06% 10.167 M $ 54830 2011/09/30 1.805 M $ 21.39 %
2025/09/30 PFE PFIZER INC 1.05% 10.017 M $ 393121 2011/06/30 454.982 K $ 5.12 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 1.01% 9.637 M $ 19169 2011/06/30 325.739 K $ 3.49 %
2025/09/30 GOOGL ALPHABET INC 1.00% 9.556 M $ 39308 2015/12/31 2.686 M $ 37.94 %
2025/09/30 GEV GE VERNOVA INC 0.97% 9.235 M $ 15019 2024/06/30 1.288 M $ 16.20 %
2025/09/30 VIOO VANGUARD ADMIRAL FDS INC 0.90% 8.633 M $ 78152 2015/06/30 694.034 K $ 9.13 %
2025/09/30 PCOR PROCORE TECHNOLOGIES INC 0.80% 7.590 M $ 104081 2024/09/30 411.295 K $ 6.58 %
2025/09/30 MCD MCDONALDS CORP 0.78% 7.461 M $ 24552 2011/06/30 287.749 K $ 4.01 %
2025/09/30 TPR TAPESTRY INC 0.71% 6.788 M $ 59950 2017/12/31 1.537 M $ 28.94 %
2025/09/30 NVDA NVIDIA CORPORATION 0.70% 6.670 M $ 35747 2020/03/31 1.022 M $ 18.10 %
2025/09/30 BOH BANK HAWAII CORP 0.67% 6.441 M $ 98124 2011/06/30 -174.106 K $ -2.80 %
2025/09/30 MRK MERCK & CO INC 0.60% 5.771 M $ 68763 2012/03/31 327.522 K $ 6.03 %
2025/09/30 CVX CHEVRON CORP NEW 0.54% 5.118 M $ 32957 2011/06/30 399.989 K $ 8.45 %
2025/09/30 GOOG ALPHABET INC 0.52% 4.973 M $ 20417 2015/12/31 1.367 M $ 37.30 %
2025/09/30 EMR EMERSON ELEC CO 0.52% 4.932 M $ 37598 2011/06/30 -81.641 K $ -1.61 %
2025/09/30 GLDM WORLD GOLD TR 0.51% 4.897 M $ 64050 2022/03/31 725.478 K $ 16.68 %
2025/09/30 DHR DANAHER CORPORATION 0.50% 4.739 M $ 23902 2011/06/30 17.340 K $ 0.36 %
2025/09/30 EW EDWARDS LIFESCIENCES CORP 0.49% 4.646 M $ 59741 2011/06/30 -26.286 K $ -0.56 %
2025/09/30 RTX RTX CORPORATION 0.47% 4.485 M $ 26806 2020/06/30 572.834 K $ 14.59 %
2025/09/30 EXPD EXPEDITORS INTL WASH INC 0.45% 4.258 M $ 34732 2011/06/30 289.664 K $ 7.30 %
2025/09/30 SHW SHERWIN WILLIAMS CO 0.43% 4.128 M $ 11923 2014/06/30 34.362 K $ 0.84 %
2025/09/30 VBR VANGUARD INDEX FDS 0.42% 3.995 M $ 19140 2019/09/30 238.256 K $ 7.03 %
2025/09/30 CB CHUBB LIMITED 0.38% 3.588 M $ 12711 2016/03/31 -94.204 K $ -2.58 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.36% 3.462 M $ 10974 2017/03/31 282.608 K $ 8.80 %
2025/09/30 APD AIR PRODS & CHEMS INC 0.36% 3.395 M $ 12450 2011/06/30 -123.381 K $ -3.31 %
2025/09/30 LRCX LAM RESEARCH CORP 0.33% 3.167 M $ 23650 2024/12/31 855.504 K $ 37.56 %
2025/09/30 HD HOME DEPOT INC 0.33% 3.108 M $ 7669 2011/06/30 296.603 K $ 10.51 %
2025/09/30 VB VANGUARD INDEX FDS 0.32% 3.040 M $ 11954 2020/03/31 205.904 K $ 7.30 %
2025/09/30 LLY ELI LILLY & CO 0.31% 2.948 M $ 3864 2011/06/30 -72.963 K $ -2.12 %
2025/09/30 SHEL SHELL PLC 0.30% 2.890 M $ 40400 2022/03/31 47.544 K $ 1.59 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.29% 2.781 M $ 8371 2011/06/30 110.329 K $ 4.13 %
2025/09/30 SIVR ABRDN SILVER ETF TRUST 0.28% 2.700 M $ 60700 2018/12/31 621.319 K $ 29.26 %
2025/09/30 UNP UNION PAC CORP 0.28% 2.690 M $ 11382 2016/12/31 72.536 K $ 2.73 %
2025/09/30 TEL TE CONNECTIVITY PLC 0.25% 2.425 M $ 11046 2024/09/30 561.799 K $ 30.15 %
2025/09/30 DEO DIAGEO PLC 0.24% 2.294 M $ 24038 2011/06/30 -129.645 K $ -5.36 %
2025/09/30 IVOO VANGUARD ADMIRAL FDS INC 0.23% 2.189 M $ 19830 2015/12/31 107.081 K $ 5.14 %
2025/09/30 SGOL ETFS GOLD TR 0.21% 2.010 M $ 54600 2018/12/31 287.742 K $ 16.71 %
2025/09/30 VNQ VANGUARD INDEX FDS 0.21% 2.002 M $ 21900 2013/03/31 51.683 K $ 2.65 %
2025/09/30 AMZN AMAZON COM INC 0.20% 1.954 M $ 8900 2016/09/30 1.683 K $ 0.08 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.20% 1.948 M $ 2105 2011/06/30 -125.726 K $ -6.50 %
2025/09/30 NSC NORFOLK SOUTHN CORP 0.20% 1.926 M $ 6412 2016/12/31 292.059 K $ 17.36 %
2025/09/30 NKE NIKE INC 0.20% 1.913 M $ 27430 2021/12/31 -33.116 K $ -1.84 %
2025/09/30 MDY SPDR S&P MIDCAP 400 ETF TR 0.17% 1.609 M $ 2700 2017/09/30 79.784 K $ 5.22 %
2025/09/30 CAT CATERPILLAR INC 0.17% 1.597 M $ 3347 2016/12/31 300.795 K $ 22.91 %
2025/09/30 DUK DUKE ENERGY CORP NEW 0.16% 1.480 M $ 11958 2012/06/30 68.758 K $ 4.87 %
2025/09/30 QQQM INVESCO EXCH TRADED FD TR II 0.15% 1.434 M $ 5801 2021/12/31 116.136 K $ 8.82 %
2025/09/30 VTWO VANGUARD SCOTTSDALE FDS 0.15% 1.386 M $ 14165 2020/06/30 150.148 K $ 12.15 %
2025/09/30 IVV ISHARES TR 0.14% 1.375 M $ 2054 2019/12/31 77.246 K $ 7.79 %
2025/09/30 GEHC GE HEALTHCARE TECHNOLOGIES I 0.14% 1.299 M $ 17295 2023/03/31 18.200 K $ 1.39 %
2025/09/30 EEM ISHARES TR 0.13% 1.271 M $ 23800 2020/03/31 124.355 K $ 10.70 %
2025/09/30 NEE NEXTERA ENERGY INC 0.13% 1.212 M $ 16049 2013/06/30 101.059 K $ 8.74 %
2025/09/30 VIG VANGUARD SPECIALIZED FUNDS 0.13% 1.195 M $ 5538 2015/09/30 60.414 K $ 5.43 %
2025/09/30 AON AON PLC 0.12% 1.109 M $ 3110 2020/06/30 -562.000 $ -0.05 %
2025/09/30 VLTO VERALTO CORP 0.09% 905.545 K $ 8494 2023/12/31 48.698 K $ 5.61 %
2025/09/30 QQQ INVESCO QQQ TR 0.09% 904.157 K $ 1506 2022/12/31 73.436 K $ 8.83 %
2025/09/30 VFH VANGUARD WORLD FD 0.09% 898.994 K $ 6850 2021/12/31 26.989 K $ 3.10 %
2025/09/30 CARR CARRIER GLOBAL CORPORATION 0.09% 891.321 K $ 14930 2020/06/30 -201.405 K $ -18.43 %
2025/09/30 FTV FORTIVE CORP 0.09% 868.985 K $ 17738 2016/09/30 -40.254 K $ -6.02 %
2025/09/30 NOC NORTHROP GRUMMAN CORP 0.09% 859.751 K $ 1411 2012/03/31 154.278 K $ 21.87 %
2025/09/30 VNQI VANGUARD INTL EQUITY INDEX F 0.09% 856.933 K $ 17950 2018/09/30 28.540 K $ 3.45 %
2025/09/30 SBUX STARBUCKS CORP 0.08% 810.468 K $ 9580 2015/03/31 -68.753 K $ -7.67 %
2025/09/30 DVYE ISHARES INC 0.08% 751.157 K $ 25300 2022/12/31 26.312 K $ 3.63 %
2025/09/30 RY ROYAL BK CDA 0.08% 737.484 K $ 5006 2011/06/30 78.944 K $ 11.99 %
2025/09/30 INTC INTEL CORP 0.08% 716.729 K $ 21363 2011/06/30 236.703 K $ 49.78 %
2025/09/30 ITW ILLINOIS TOOL WKS INC 0.07% 697.533 K $ 2675 2019/06/30 36.139 K $ 5.46 %
2025/09/30 VGT VANGUARD WORLD FD 0.07% 690.633 K $ 925 2023/09/30 75.015 K $ 12.57 %
2025/09/30 RSMC TIDAL TRUST III 0.07% 685.547 K $ 26039 2025/03/31 9.894 K $ 1.46 %
2025/09/30 BAC BANK AMERICA CORP 0.07% 675.845 K $ 13100 2016/06/30 56.791 K $ 9.02 %
2025/09/30 ORCL ORACLE CORP 0.07% 674.976 K $ 2400 2020/12/31 150.264 K $ 28.64 %
2025/09/30 TDG TRANSDIGM GROUP INC 0.07% 659.010 K $ 500 2020/12/31 -101.310 K $ -13.32 %