Institutions / Marble Harbor Investment Counsel, LLC

Marble Harbor Investment Counsel, LLC

CIK 1387130 · Institution · as of Jun 30, 2026
Portfolio value
$983.96M
Positions
200
As of
Jun 30, 2026

Portfolio trend

Portfolio value

$983.96M+6.6%
$983.96M$953.43M$922.90MQ4 '25Q1 '26Q2 '26

Positions

200+4.2%
200193185Q4 '25Q1 '26Q2 '26

Top holdings

Jun 30, 2026View all 200 →
CompanyClassValueShares% of portfolio
Apple Inc.$68.31M236,0686.9%
Cisco Systems, Inc.$52.84M449,8915.4%
Microsoft Corp$52.13M139,7435.3%
AbbVie Inc.$44.65M177,4294.5%
Iron Mountain Inc$37.33M295,5333.8%
Ebay Inc$34.47M308,4333.5%
Automatic Data Processing Inc$28.79M128,5392.9%
Parker-Hannifin Corp$26.37M26,9592.7%
O Reilly Automotive Inc$25.03M271,7512.5%
PROCTER & GAMBLE Co$23.71M161,6662.4%
Vanguard Intl Equity Index F$23.27M389,9242.4%
General Electric Co$22.33M59,7632.3%
Northern Trust Corp$20.56M118,2932.1%
Healthcare Realty Trust Inc$18.42M913,2001.9%
Idexx Laboratories Inc /De$18.30M34,7531.9%
Abbott Laboratories$17.80M196,1981.8%
Walmart Inc.$16.06M141,8391.6%
Eog Resources Inc$14.82M114,2441.5%
Progressive CORP/OH$14.20M65,0041.4%
Coca Cola Co$13.96M171,8251.4%
Johnson & Johnson$13.82M54,4291.4%
Alphabet Inc.$13.23M37,0281.3%
Fiserv Inc$12.89M262,8411.3%
Ecolab Inc.$11.97M42,9671.2%
GE Vernova Inc.$11.87M10,1051.2%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q2 2026
as of
TrimExxon Mobil Corp
Common stock
$-16.05M-117K
-85.44%
20,000
0.28% of portfolio
medium
Q1 2026
as of
NewGuidewire Software, Inc.
Common stock
$8.96M+60K
59,940
0.91% of portfolio
medium
Q1 2026
as of
NewTyler Technologies, Inc.
Common stock
$8.78M+26K
25,635
0.89% of portfolio
medium
Q2 2026
as of
NewEaton Vance Senior Floating-Rate Trust
Common stock
$3.46M+326K
326,275
0.35% of portfolio
low
Q2 2026
as of
TrimWarren E. Buffett
Common stock
$-2.65M-5K
-28.29%
13,419
0.68% of portfolio
low
Q1 2026
as of
Add45259A803
Common stock
$2.58M+104K
+398.66%
129,845
0.33% of portfolio
low
Q1 2026
as of
TrimMicrosoft Corp
Common stock
$-2.03M-5K
-3.77%
140,150
5.27% of portfolio
low
Q1 2026
as of
TrimApple Inc.
Common stock
$-1.89M-7K
-3.02%
238,444
6.15% of portfolio
low
Q1 2026
as of
TrimIron Mountain Inc
Common stock
$-1.38M-14K
-4.31%
300,474
3.12% of portfolio
low
Q2 2026
as of
AddGuidewire Software, Inc.
Common stock
$1.32M+11K
+17.90%
70,667
0.88% of portfolio
low