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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

Marble Harbor Investment Counsel, LLC

Quarter ended Q2 2025 · Filed August 8, 2025 · Accession 0001420506-25-001777

Total Value
$918.1M
Positions
203
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (203)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT149,658$74.4M8.11%
2APPLE INCAAPL252,940$51.9M5.65%
3AUTOMATIC DATA PROCESSING INADP127,738$39.4M4.29%
4ABBVIE INCABBV185,096$34.4M3.74%
5IRON MTN INC DEL46284V101328,773$33.7M3.67%
6CISCO SYS INCCSCO454,708$31.5M3.44%
7FISERV INCFISV172,266$29.7M3.24%
8ABBOTT LABSABLZF194,129$26.4M2.88%
9OREILLY AUTOMOTIVE INC67103H107292,335$26.3M2.87%
10PROCTER AND GAMBLE CO742718109159,619$25.4M2.77%
11EBAY INC.EBAY314,228$23.4M2.55%
12IDEXX LABS INC45168D10438,918$20.9M2.27%
13PARKER-HANNIFIN CORPPH29,060$20.3M2.21%
14PROGRESSIVE CORP74331510369,312$18.5M2.01%
15VANGUARD INTL EQUITY INDEX F922042858373,383$18.5M2.01%
16GE AEROSPACE36960430160,850$15.7M1.71%
17NORTHERN TR CORPNTRSO119,776$15.2M1.65%
18EXXON MOBIL CORPXOM139,964$15.1M1.64%
19WALMART INCWMT149,585$14.6M1.59%
20HEALTHCARE RLTY TR42226K105909,932$14.4M1.57%
21DEXCOM INCDXCM158,655$13.8M1.51%
22PAYPAL HLDGS INCPYPL176,156$13.1M1.43%
23EOG RES INCEOG106,173$12.7M1.38%
24COCA COLA COKO175,794$12.4M1.35%
25ECOLAB INCECL43,361$11.7M1.27%
26DISNEY WALT CO25468710693,938$11.6M1.27%
27PEPSICO INCPEP87,298$11.5M1.26%
28STRYKER CORPORATIONSYK28,136$11.1M1.21%
29WELLS FARGO CO NEW949746101129,604$10.4M1.13%
30VANGUARD INDEX FDS92290836316,846$9.6M1.04%
31BERKSHIRE HATHAWAY INC DELBRK-A19,195$9.3M1.02%
32PFIZER INCPFE366,921$8.9M0.97%
33JOHNSON & JOHNSONJNJ55,240$8.4M0.92%
34GE VERNOVA INCGEV15,023$7.9M0.87%
35VANGUARD ADMIRAL FDS INC92193282875,112$7.6M0.83%
36WALGREENS BOOTS ALLIANCE INC931427108627,121$7.2M0.78%
37MCDONALDS CORPMCD24,552$7.2M0.78%
38ALPHABET INCGOOG40,168$7.1M0.77%
39PROCORE TECHNOLOGIES INCPCOR91,399$6.3M0.68%
40BANK HAWAII CORP06254010992,120$6.2M0.68%
41NVIDIA CORPORATIONNVDA35,748$5.6M0.62%
42MERCK & CO INCMRK68,663$5.4M0.59%
43TAPESTRY INCTPR60,475$5.3M0.58%
44EMERSON ELEC COEMR37,973$5.1M0.55%
45DANAHER CORPORATION23585110224,084$4.8M0.52%
46CHEVRON CORP NEWCVX33,057$4.7M0.52%
47EDWARDS LIFESCIENCES CORPEW59,741$4.7M0.51%
48WORLD GOLD TRGLDW66,375$4.3M0.47%
49SHERWIN WILLIAMS COSHW11,849$4.1M0.44%
50EXPEDITORS INTL WASH INC30213010934,732$4.0M0.43%
51RTX CORPORATIONRTX26,881$3.9M0.43%
52AIR PRODS & CHEMS INCAIIR13,210$3.7M0.41%
53ALPHABET INCGOOG20,664$3.7M0.40%
54CHUBB LIMITEDCB12,611$3.7M0.40%
55ELI LILLY & COLLY4,414$3.4M0.37%
56VANGUARD INDEX FDS92290861117,391$3.4M0.37%
57JPMORGAN CHASE & CO.VYLD11,074$3.2M0.35%
58SHELL PLCRYDAF42,450$3.0M0.33%
59HOME DEPOT INCHD7,694$2.8M0.31%
60VANGUARD INDEX FDS92290875111,902$2.8M0.31%
61AMERICAN EXPRESS COAXP8,371$2.7M0.29%
62UNION PAC CORPUNP11,532$2.7M0.29%
63DIAGEO PLCDGEAF23,964$2.4M0.26%
64LAM RESEARCH CORPLRCX23,400$2.3M0.25%
65ABRDN SILVER ETF TRUSTSIVR61,700$2.1M0.23%
66VANGUARD ADMIRAL FDS INC92193288519,830$2.1M0.23%
67AMAZON COM INCAMZN9,350$2.1M0.22%
68VANGUARD INDEX FDS92290855321,900$2.0M0.21%
69COSTCO WHSL CORP NEW22160K1051,955$1.9M0.21%
70TE CONNECTIVITY PLCTEL11,046$1.9M0.20%
71NIKE INCNKE25,280$1.8M0.20%
72ETFS GOLD TR00326A10454,600$1.7M0.19%
73NORFOLK SOUTHN CORP6558441086,572$1.7M0.18%
74SPDR S&P MIDCAP 400 ETF TRMDY2,700$1.5M0.17%
75DUKE ENERGY CORP NEWDUKB11,958$1.4M0.15%
76INVESCO EXCH TRADED FD TR IIIVZ5,801$1.3M0.14%
77CATERPILLAR INCCAT3,382$1.3M0.14%
78GE HEALTHCARE TECHNOLOGIES IGEHC17,670$1.3M0.14%
79VANGUARD SCOTTSDALE FDS92206C66414,165$1.2M0.13%
80ISHARES TR46428723424,100$1.2M0.13%
81NEXTERA ENERGY INCNEE-PW16,649$1.2M0.13%
82AON PLCAON3,125$1.1M0.12%
83VANGUARD SPECIALIZED FUNDS9219088445,433$1.1M0.12%
84CARRIER GLOBAL CORPORATIONCARR14,930$1.1M0.12%
85ISHARES TR4642872001,596$991,0180.11%
86STARBUCKS CORPSBUX9,780$896,1410.10%
87VANGUARD WORLD FD92204A4056,850$872,0050.09%
88VERALTO CORPVLTO8,604$868,5740.09%
89INVESCO QQQ TRIVZ1,507$831,3210.09%
90VANGUARD INTL EQUITY INDEX F92204267617,950$828,3930.09%
91OTIS WORLDWIDE CORPOTIS7,769$769,2860.08%
92TRANSDIGM GROUP INCTDG500$760,3200.08%
93ISHARES INC46428631925,300$724,8450.08%
94NORTHROP GRUMMAN CORPNOC1,411$705,4720.08%
95EATON VANCE FLTING RATE INCETN56,450$704,4960.08%
96AXON ENTERPRISE INCAXON850$703,7490.08%
97TIDAL TRUST III45259A80326,039$675,7900.07%
98CARLISLE COS INC1423391001,800$672,1200.07%
99FORTIVE CORPFTV12,820$668,3070.07%
100ILLINOIS TOOL WKS INC4523081092,675$661,3940.07%
101ROYAL BK CDA7800871025,006$658,5390.07%
102WASTE MGMT INC DEL94106L1092,823$645,9590.07%
103SNOWFLAKE INCSNOW2,865$641,1010.07%
104BANK AMERICA CORP06050510413,300$629,3710.07%
105AMGEN INCAMGN2,252$628,7290.07%
106PHILIP MORRIS INTL INC7181721093,443$627,0740.07%
107BOEING COBA-PA2,900$607,6370.07%
108BECTON DICKINSON & COBDX3,480$599,4300.07%
109HUNTINGTON BANCSHARES INCHBANP35,689$598,1480.07%
110ROCKWELL AUTOMATION INCROK1,800$597,9060.07%
111VANGUARD WORLD FD92204A702900$596,9520.07%
112LKQ CORPLKQ16,110$596,2310.06%
113SOUTHERN COSOMN6,397$587,4410.06%
114PAYCHEX INCPAYX3,978$578,6400.06%
115AT&T INCT-PC19,313$558,9180.06%
116COLGATE PALMOLIVE COCL6,041$549,1270.06%
117TRACTOR SUPPLY COTSCO10,300$543,5310.06%
118INTERNATIONAL BUSINESS MACHSINTR1,823$537,3840.06%
119ORACLE CORPORCL-PD2,400$524,7120.06%
120ROPER TECHNOLOGIES INCROP922$522,6260.06%
121HONEYWELL INTL INC4385161062,222$517,4590.06%
122GOLDMAN SACHS GROUP INCGSCE731$517,3650.06%
123ANALOG DEVICES INCADI2,126$506,0310.06%
124SPDR S&P 500 ETF TRSPY815$503,0290.05%
125ENBRIDGE INCENNPF10,678$483,9270.05%
126HUBBELL INCHUBB1,170$477,8400.05%
127INTEL CORPINTC21,229$475,5300.05%
128HOLOGIC INCHOLX7,242$471,8890.05%
129EATON VANCE SR FLTNG RTE TRETN38,500$466,6200.05%
130FEDEX CORPFDX2,050$465,9860.05%
131SYSCO CORPSYY6,055$458,6060.05%
132WATERS CORP9418481031,313$458,2900.05%
133PENTAIR PLCPNR4,430$454,7840.05%
134TOOTSIE ROLL INDS INC89051610713,558$453,5150.05%
135MASCO CORPMAS7,035$452,7730.05%
136RPM INTL INC7496851034,100$450,3440.05%
137BLACKSTONE INCBX3,000$448,7400.05%
138MOSAIC CO NEWMOS12,195$444,8740.05%
139ALPS ETF TR00162Q4529,000$439,7400.05%
140HINGHAM INSTN SVGS MASS4333231021,755$435,8540.05%
141SPDR SERIES TRUST78464A3005,450$434,6920.05%
142ISHARES TR46436E52818,600$432,0710.05%
143WEC ENERGY GROUP INCWEC3,982$414,9240.05%
144INVESCO EXCH TRADED FD TR IIIVZ7,150$413,1990.05%
145ACCENTURE PLC IRELANDACN1,360$406,4900.04%
146ISHARES TR46436E47817,730$399,6270.04%
147ISHARES TR4642875076,335$392,8970.04%
148META PLATFORMS INCMETA530$391,1880.04%
149VISA INCV1,084$384,9180.04%
150LABCORP HOLDINGS INCLH1,437$377,2270.04%
151ISHARES TR46432F8424,423$369,2320.04%
152KLA CORPKLAC405$362,7750.04%
153TORONTO DOMINION BK ONTTORO4,910$360,6400.04%
154CONOCOPHILLIPSCOP3,869$347,2040.04%
155SEMPRASREA4,500$340,9650.04%
156DUPONT DE NEMOURS INCDD4,878$334,5830.04%
157LOWES COS INC5486611071,495$331,6960.04%
158INTERCONTINENTAL EXCHANGE IN45866F1041,750$321,0730.03%
159GENUINE PARTS COGPC2,637$319,8940.03%
160WD 40 COWDFC1,400$319,3260.03%
161QUALCOMM INCQCOM2,000$318,5200.03%
162BLACKROCK CORPOR HI YLD FD IBLK32,400$315,9000.03%
163MASTERCARD INCORPORATEDMA560$314,6860.03%
164DOVER CORPDOV1,708$312,9570.03%
165NUTRIEN LTDNTR5,370$312,7490.03%
166ISHARES TR46436E38712,900$306,1230.03%
167KIMBERLY-CLARK CORPKMB2,374$306,0560.03%
168SCHLUMBERGER LTDSLB8,781$296,7980.03%
169CUMMINS INCCMI900$294,7500.03%
170THERMO FISHER SCIENTIFIC INCTMO723$293,1480.03%
171AVALONBAY CMNTYS INCAWX1,400$284,9000.03%
172ISHARES TR4642874993,095$284,6470.03%
173INVESCO EXCHANGE TRADED FD TIVZ4,033$281,9470.03%
174UNITED PARCEL SERVICE INCUPS2,755$278,0900.03%
175ISHARES TR46436E37911,540$273,3920.03%
176ISHARES TR4642876711,800$270,7200.03%
177ENSTAR GROUP LIMITEDG3075P101793$266,7330.03%
178NUCOR CORPNUE2,050$265,5570.03%
179FORTINET INCFTNT2,500$264,3000.03%
180US BANCORP DELUSB-PS5,779$261,5000.03%
181WEYERHAEUSER CO MTN BEWY9,875$253,6890.03%
182CORTEVA INCCTVA3,378$251,7620.03%
183PALMER SQUARE CAPITAL BDC INPSBD17,900$249,8840.03%
184BRISTOL-MYERS SQUIBB COCELG-RI5,343$247,3270.03%
185OAKTREE SPECIALTY LENDING COOCSL18,000$245,8800.03%
186SIXTH STREET SPECIALTY LENDITSLX10,210$243,1000.03%
187ALLIANT ENERGY CORPLNT4,000$241,8800.03%
188SNAP ON INCSNA750$233,3850.03%
189ONEOK INC NEWOKE2,850$232,6460.03%
190CARMAX INCKMX3,460$232,5470.03%
191BANK NEW YORK MELLON CORP0640581002,550$232,3310.03%
192CINCINNATI FINL CORP1720621011,458$217,1250.02%
193FRANKLIN BSP RLTY TR INC35243J10120,000$213,8000.02%
194LOEWS CORPL2,300$210,8180.02%
195ARES CAPITAL CORPARCC9,550$209,7180.02%
196TESLA INCTSLA655$208,0670.02%
197RALLIANT CORPRAL3,896$206,4100.02%
198ATMOS ENERGY CORPATO1,333$205,4290.02%
199EASTERN BANKSHARES INCEBC12,427$189,7600.02%
200ORGANON & COOGN18,325$177,3860.02%
201FORD MTR CO34537086012,350$133,9980.01%
202CARDIOL THERAPEUTICS INCCRDL39,900$54,2640.01%
203EVGO INCEVGOW10,900$39,7850.00%