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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

HARBOUR INVESTMENT MANAGEMENT LLC

Quarter ended Q4 2025 · Filed December 15, 2025 · Accession 0001275880-25-000011

Total Value
$230.0M
Positions
106
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (106)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT56,327$29.2M12.68%
2COSTCO WHSL CORP NEW22160K10516,816$15.6M6.77%
3APPLE INCAAPL45,213$11.5M5.01%
4J P MORGAN EXCHANGE TRADED F46641Q837168,776$8.6M3.72%
5BROADCOM INCAVGO24,031$7.9M3.45%
6AMAZON COM INCAMZN35,354$7.8M3.37%
7BERKSHIRE HATHAWAY INC DELBRK-A10,940$5.5M2.39%
8ISHARES TR46428755636,829$5.3M2.31%
9VANGUARD BD INDEX FDS92203C303100,825$5.0M2.19%
10STRYKER CORPORATIONSYK12,446$4.6M2.00%
11PACCAR INCPCAR44,029$4.3M1.88%
12WASTE MGMT INC DEL94106L10919,380$4.3M1.86%
13ALPHABET INCGOOG17,323$4.2M1.83%
14NOVO-NORDISK A SNONOF74,601$4.1M1.80%
15AUTOMATIC DATA PROCESSING INADP13,435$4.0M1.72%
16RTX CORPORATIONRTX21,679$3.6M1.58%
17L3HARRIS TECHNOLOGIES INCLHX11,611$3.5M1.54%
18STARBUCKS CORPSBUX41,523$3.5M1.53%
19BLACKROCK INCBLK2,989$3.5M1.52%
20NORFOLK SOUTHN CORP65584410811,394$3.4M1.49%
21ABBOTT LABSABLZF24,587$3.3M1.43%
22SNAP ON INCSNA9,180$3.2M1.38%
23NEXTERA ENERGY INCNEE-PW38,370$2.9M1.26%
24VANGUARD INDEX FDS9229083634,692$2.9M1.25%
25SELECT SECTOR SPDR TR81369Y10030,833$2.8M1.20%
26CHECK POINT SOFTWARE TECH LTM2246510412,783$2.6M1.15%
27CHEVRON CORP NEWCVX16,432$2.6M1.11%
28PROCTER AND GAMBLE CO74271810916,203$2.5M1.08%
29INVESCO EXCH TRADED FD TR IIIVZ46,504$2.5M1.07%
30COCA COLA COKO36,682$2.5M1.07%
31AIR PRODS & CHEMS INCAIIR8,491$2.3M1.01%
32VANGUARD WORLD FD92204A40516,713$2.2M0.95%
33DANAHER CORPORATION23585110210,483$2.1M0.91%
34KIMBERLY-CLARK CORPKMB15,393$1.9M0.84%
35VISA INCV5,593$1.9M0.83%
36SHELL PLCRYDAF26,648$1.9M0.83%
37PEPSICO INCPEP13,255$1.9M0.81%
38PHILLIPS 66PSX13,213$1.8M0.78%
39CISCO SYS INCCSCO25,820$1.8M0.77%
40UNITEDHEALTH GROUP INCUNH5,036$1.7M0.76%
41SAP SESAPGF6,169$1.6M0.72%
42SCHWAB STRATEGIC TR80852477159,391$1.6M0.68%
43J P MORGAN EXCHANGE TRADED F46641Q65429,812$1.5M0.66%
44DISNEY WALT CO25468710613,033$1.5M0.65%
45NVIDIA CORPORATIONNVDA7,825$1.5M0.63%
46CONOCOPHILLIPSCOP15,435$1.5M0.63%
47BECTON DICKINSON & COBDX7,685$1.4M0.63%
48UNITED PARCEL SERVICE INCUPS15,513$1.3M0.56%
49ETFS GOLD TR00326A10434,550$1.3M0.55%
50VANGUARD MUN BD FDS92290774624,945$1.2M0.54%
51BRISTOL-MYERS SQUIBB COCELG-RI26,848$1.2M0.53%
52COLGATE PALMOLIVE COCL14,532$1.2M0.51%
53ABRDN SILVER ETF TRUSTSIVR26,000$1.2M0.50%
54WEC ENERGY GROUP INCWEC9,850$1.1M0.49%
55INTEL CORPINTC33,607$1.1M0.49%
56AMERICAN EXPRESS COAXP3,050$1.0M0.44%
57AMERICAN CENTY ETF TR0250728779,725$967,9290.42%
58SCHWAB STRATEGIC TR80852480536,516$850,0900.37%
59KENVUE INCKVUE52,105$845,6640.37%
60ISHARES INC46428680620,273$843,5600.37%
61JOHNSON & JOHNSONJNJ4,351$806,7620.35%
62PFIZER INCPFE30,825$785,4210.34%
63BERKSHIRE HATHAWAY INC DELBRK-A1$754,2000.33%
64SPDR GOLD TRGLD2,107$748,9750.33%
65EXXON MOBIL CORPXOM6,476$730,1690.32%
66ALPHABET INCGOOG2,871$697,9400.30%
67SCHWAB STRATEGIC TR80852420126,034$685,7360.30%
68ISHARES TR4642884146,292$670,0350.29%
69ISHARES TR464287200973$651,2290.28%
70VANGUARD INSTL INDEX FD9220408457,690$581,4790.25%
71NETFLIX INCNFLX485$581,4760.25%
72VANGUARD TAX-MANAGED FDS9219438588,544$511,9560.22%
73INVESCO EXCHANGE TRADED FD TIVZ11,004$499,8020.22%
74SPDR S&P MIDCAP 400 ETF TRMDY833$497,9890.22%
75VANGUARD INDEX FDS9229087511,952$497,9260.22%
76INVESCO EXCH TRADED FD TR IIIVZ7,887$482,4870.21%
77VANGUARD INTL EQUITY INDEX F9220427423,361$463,1460.20%
78J P MORGAN EXCHANGE TRADED F46654Q5599,025$453,1900.20%
79JPMORGAN CHASE & CO.VYLD1,345$424,2530.18%
80SELECT SECTOR SPDR TR81369Y86010,035$422,7750.18%
81VANGUARD INSTL INDEX FD9220408525,330$403,2680.18%
82SCHWAB STRATEGIC TR80852476312,400$386,3840.17%
83AMERICAN WTR WKS CO INC NEW0304201032,760$384,1640.17%
84SCHWAB STRATEGIC TR80852450812,164$360,5300.16%
85ADOBE INCADBE1,019$359,4520.16%
86WISDOMTREE TRWT7,824$345,8210.15%
87SCHWAB STRATEGIC TR80852479712,392$338,3020.15%
88SCHWAB STRATEGIC TR8085247557,539$323,8750.14%
89WALMART INCWMT3,073$316,6950.14%
90FAIR ISAAC CORPFICO200$299,3060.13%
91AMERIPRISE FINL INC03076C106600$294,7500.13%
92VANGUARD INDEX FDS922908736590$283,2690.12%
93ORACLE CORPORCL-PD900$253,1160.11%
94THERMO FISHER SCIENTIFIC INCTMO472$229,1320.10%
95META PLATFORMS INCMETA309$226,9230.10%
96SPDR S&P 500 ETF TRSPY336$224,1550.10%
97BOEING COBA-PA1,034$223,1680.10%
98GOLDMAN SACHS GROUP INCGSCE275$218,9960.10%
99HOME DEPOT INCHD528$213,9400.09%
100SCHWAB STRATEGIC TR8085246077,547$210,5470.09%
101INVESCO QQQ TRIVZ344$206,7660.09%
102INVESCO EXCHANGE TRADED FD TIVZ2,571$204,6770.09%
103KNIFE RIVER CORPKNF2,652$203,8590.09%
104VANGUARD WHITEHALL FDS9219464061,443$203,3910.09%
105PROTALIX BIOTHERAPEUTICS INCPLX10,100$22,4220.01%
106SENSEONICS HLDGS INCSENS11,500$5,0120.00%