Sponsored

The Analysis of Marble Harbor Investment Counsel, LLC's Holdings & P&L

Currently, Marble Harbor Investment Counsel, LLC holds 192 types of securities in its portfolio with a total value $922.9M. In the most recent quarter, they have increased their positions in GWRE (+59.9K shares, valued at $9.0M), TYL (+25.6K shares, valued at $8.8M), RSMC (+103.8K shares, valued at $2.6M); decreased their positions in MSFT (-5.5K shares, valued at $2.0M), AAPL (-7.4K shares, valued at $1.9M), IRM (-13.5K shares, valued at $1.4M); initiated new positions in GWRE (+59.9K shares, valued at $9.0M), TYL (+25.6K shares, valued at $8.8M), KRE (+7.7K shares, valued at $501.7K).

1M P&L

+32.7M+3.78%

3M P&L

+27.9M+3.20%

HY P&L

+45.1M+5.28%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A83.8M

9.9%

2Drug Manufacturers - General69.9M

8.2%

3Consumer Electronics60.5M

7.1%

Top Industries by Stock Count

1N/A32 stocks

18.4%

2Software - Application8 stocks

4.6%

3Specialty Industrial Machinery8 stocks

4.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC238.4K shares-3.02%2026-03-312026-05-08

MSFT MICROSOFT CORP140.2K shares-3.77%2026-03-312026-05-08

ABBV ABBVIE INC178.9K shares-1.87%2026-03-312026-05-08

CSCO CISCO SYS INC452.1K shares-0.19%2026-03-312026-05-08

IRM IRON MTN INC DEL300.5K shares-4.31%2026-03-312026-05-08

EBAY EBAY INC.312.2K shares-0.30%2026-03-312026-05-08

ADP AUTOMATIC DATA PROCESSING IN127.1K shares0.40%2026-03-312026-05-08

ORLY OREILLY AUTOMOTIVE INC273.1K shares-3.76%2026-03-312026-05-08

Sponsored

PH PARKER-HANNIFIN CORP27.3K shares-4.32%2026-03-312026-05-08

XOM EXXON MOBIL CORP137.4K shares-0.91%2026-03-312026-05-08

PG PROCTER & GAMBLE CO161.2K shares0.02%2026-03-312026-05-08

VWO VANGUARD INTL EQUITY INDEX F388.5K shares0.19%2026-03-312026-05-08

ABT ABBOTT LABORATORIES193.7K shares-0.22%2026-03-312026-05-08

IDXX IDEXX LABS INC35.0K shares-4.21%2026-03-312026-05-08

WMT WALMART INC143.1K shares-2.41%2026-03-312026-05-08

GE AEROSPACE GE AEROSPACE59.9K shares-1.12%2026-03-312026-05-08

Sponsored

EOG EOG RES INC116.9K shares-1.48%2026-03-312026-05-08

NTRS NORTHERN TR CORP118.9K shares-0.40%2026-03-312026-05-08

HR HEALTHCARE RLTY TR917.6K shares-0.15%2026-03-312026-05-08

FI FISERV INC253.7K shares0.69%2026-03-312026-05-08

JNJ JOHNSON & JOHNSON54.7K shares1.36%2026-03-312026-05-08

KO COCA COLA CO172.8K shares-1.38%2026-03-312026-05-08

PGR PROGRESSIVE CORP65.9K shares-3.30%2026-03-312026-05-08

PEP PEPSICO INC81.6K shares0.12%2026-03-312026-05-08

Sponsored

PFE PFIZER INC445.1K shares-0.20%2026-03-312026-05-08

ECL ECOLAB INC43.0K shares-0.44%2026-03-312026-05-08

ALPHABET INC ALPHABET INC37.6K shares-1.89%2026-03-312026-05-08

WFC WELLS FARGO & CO127.9K shares-1.74%2026-03-312026-05-08

VANGUARD INDEX FDS VANGUARD INDEX FDS15.7K shares0.15%2026-03-312026-05-08

DIS DISNEY WALT CO94.8K shares-0.07%2026-03-312026-05-08

PYPL PAYPAL HLDGS INC201.3K shares6.34%2026-03-312026-05-08

SYK STRYKER CORPORATION27.5K shares-1.04%2026-03-312026-05-08

Sponsored

VIOO VANGUARD ADMIRAL FDS INC78.2K shares-4.05%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL18.7K shares-2.32%2026-03-312026-05-08

GWRE GUIDEWIRE SOFTWARE INC59.9K sharesnew addition2026-03-312026-05-08

GEV GE VERNOVA INC10.2K shares-0.47%2026-03-312026-05-08

TYL TYLER TECHNOLOGIES INC25.6K sharesnew addition2026-03-312026-05-08

BOH BANK HAWAII CORP113.5K shares1.17%2026-03-312026-05-08

MERCK & CO INC MERCK & CO INC68.0K shares0.75%2026-03-312026-05-08

DXCM DEXCOM INC125.0K shares1.17%2026-03-312026-05-08

Sponsored

MCD MCDONALDS CORP24.5K shares-0.40%2026-03-312026-05-08

CVX CHEVRON CORPORATION33.0K shares0.09%2026-03-312026-05-08

PCOR PROCORE TECHNOLOGIES INC116.0K shares6.68%2026-03-312026-05-08

NVDA NVIDIA CORPORATION34.0K shares-2.86%2026-03-312026-05-08

ALPHABET INC ALPHABET INC19.9K shares-2.60%2026-03-312026-05-08

RTX RTX CORPORATION27.0K shares0.97%2026-03-312026-05-08

EXPD EXPEDITORS INTL WASH INC33.6K shares-2.61%2026-03-312026-05-08

EMR EMERSON ELEC CO36.7K shares-2.11%2026-03-312026-05-08

Sponsored

EW EDWARDS LIFESCIENCES CORP58.6K shares-1.89%2026-03-312026-05-08

LAM RESEARCH CORP LAM RESEARCH CORP21.7K shares-6.06%2026-03-312026-05-08

DHR DANAHER CORP DEL24.1K shares0.40%2026-03-312026-05-08

VBR VANGUARD INDEX FDS20.6K shares-1.81%2026-03-312026-05-08

GLDM WORLD GOLD TR48.1K shares-9.93%2026-03-312026-05-08

CB CHUBB LTD SWITZ12.6K shares-0.98%2026-03-312026-05-08

LLY ELI LILLY & CO4.3K shares3.10%2026-03-312026-05-08

SHW SHERWIN WILLIAMS CO12.1K shares0.38%2026-03-312026-05-08

Sponsored

SHEL SHELL PLC40.4K shares0.62%2026-03-312026-05-08

APD AIR PRODUCTS AND CHEMICALS I12.2K shares-0.52%2026-03-312026-05-08

SIVR ABRDN SILVER ETF TRUST48.3K shares-13.06%2026-03-312026-05-08

NKE NIKE INC65.2K shares8.65%2026-03-312026-05-08

JPM JPMORGAN CHASE & CO11.4K shares4.83%2026-03-312026-05-08

VB VANGUARD INDEX FDS12.8K shares6.46%2026-03-312026-05-08

RSMC TIDAL TRUST III129.8K shares398.66%2026-03-312026-05-08

UNP UNION PAC CORP11.1K shares-0.02%2026-03-312026-05-08

Sponsored

HD HOME DEPOT INC7.9K shares4.91%2026-03-312026-05-08

AXP AMERICAN EXPRESS CO8.3K shares-0.12%2026-03-312026-05-08

ETFS GOLD TR ETFS GOLD TR54.4K shares-0.46%2026-03-312026-05-08

IVOO VANGUARD ADMIRAL FDS INC20.7K shares16.39%2026-03-312026-05-08

TE CONNECTIVITY PLC TE CONNECTIVITY PLC11.2K shares1.20%2026-03-312026-05-08

VNQ VANGUARD INDEX FDS25.0K shares2.14%2026-03-312026-05-08

CAT CATERPILLAR INC3.1K shares-8.22%2026-03-312026-05-08

DEO DIAGEO PLC29.0K shares-10.69%2026-03-312026-05-08

Sponsored

COST COSTCO WHOLESALE CORPORATION1.9K shares-4.04%2026-03-312026-05-08

AMZN AMAZON COM INC8.4K shares-0.24%2026-03-312026-05-08

VIG VANGUARD SPECIALIZED FUNDS8.1K shares6.32%2026-03-312026-05-08

NSC NORFOLK SOUTHN CORP6.1K shares0.00%2026-03-312026-05-08

MDY STATE STR SPDR S&P MIDCAP 402.7K shares0.00%2026-03-312026-05-08

NEE NEXTERA ENERGY INC17.8K shares10.62%2026-03-312026-05-08

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW12.0K shares0.00%2026-03-312026-05-08

VTWO VANGUARD SCOTTSDALE FDS14.9K shares4.94%2026-03-312026-05-08

Sponsored

QQQM INVESCO EXCH TRADED FD TR II5.8K shares0.00%2026-03-312026-05-08

EEM ISHARES TR22.9K shares-3.78%2026-03-312026-05-08

IVV ISHARES TR1.9K shares0.00%2026-03-312026-05-08

GEHC GE HEALTHCARE TECHNOLOGIES I15.2K shares-10.58%2026-03-312026-05-08

AON PLC AON PLC3.1K shares-0.32%2026-03-312026-05-08

NOC NORTHROP GRUMMAN CORP1.4K shares-3.54%2026-03-312026-05-08

INTC INTEL CORP20.8K shares-0.72%2026-03-312026-05-08

SBUX STARBUCKS CORP10.2K shares9.07%2026-03-312026-05-08

Sponsored

FTV FORTIVE CORP16.1K shares-4.67%2026-03-312026-05-08

CARR CARRIER GLOBAL CORPORATION14.9K shares0.00%2026-03-312026-05-08

VNQI VANGUARD INTL EQUITY INDEX F18.9K shares0.00%2026-03-312026-05-08

VFH VANGUARD WORLD FD6.8K shares0.00%2026-03-312026-05-08

RY ROYAL BK CDA5.0K shares0.00%2026-03-312026-05-08

AMGN AMGEN INC2.3K shares5.15%2026-03-312026-05-08

TR TOOTSIE ROLL INDS INC17.8K shares1.34%2026-03-312026-05-08

FDX FEDEX CORP2.0K shares0.00%2026-03-312026-05-08

Sponsored

ITW ILLINOIS TOOL WKS INC2.8K shares8.00%2026-03-312026-05-08

DVYE ISHARES INC20.4K shares0.00%2026-03-312026-05-08

ADI ANALOG DEVICES INC2.1K shares0.00%2026-03-312026-05-08

VLTO VERALTO CORP7.5K shares-11.04%2026-03-312026-05-08

VGT VANGUARD WORLD FD925 shares0.00%2026-03-312026-05-08

WM WASTE MGMT INC DEL2.7K shares-2.66%2026-03-312026-05-08

ROK ROCKWELL AUTOMATION INC1.8K shares-2.78%2026-03-312026-05-08

GS GOLDMAN SACHS GROUP INC731 shares0.00%2026-03-312026-05-08

Sponsored

SO SOUTHERN CO6.4K shares-0.23%2026-03-312026-05-08

IEFA ISHARES TR6.4K shares45.29%2026-03-312026-05-08

BAC BANK AMERICA CORP11.9K shares-4.03%2026-03-312026-05-08

TDG TRANSDIGM GROUP INC500 shares0.00%2026-03-312026-05-08

BA BOEING CO2.9K shares0.00%2026-03-312026-05-08

HUBBELL INC HUBBELL INC1.2K shares0.00%2026-03-312026-05-08

ENB ENBRIDGE INC10.6K shares-1.05%2026-03-312026-05-08

PM PHILIP MORRIS INTL INC3.4K shares0.00%2026-03-312026-05-08

Sponsored

KLAC KLA CORP380 shares0.00%2026-03-312026-05-08

HBAN HUNTINGTON BANCSHARES INC35.7K shares0.00%2026-03-312026-05-08

BDX BECTON DICKINSON & CO3.5K shares1.58%2026-03-312026-05-08

HOLX HOLOGIC INC7.2K shares0.00%2026-03-312026-05-08

SRE SEMPRA5.6K shares24.62%2026-03-312026-05-08

CSL CARLISLE COS INC1.6K shares0.00%2026-03-312026-05-08

HON HONEYWELL INTL INC2.4K shares5.85%2026-03-312026-05-08

TD TORONTO DOMINION BK ONT5.6K shares5.18%2026-03-312026-05-08

Sponsored

SLYV SPDR SERIES TRUST5.5K shares0.00%2026-03-312026-05-08

WAT WATERS CORP1.7K shares39.11%2026-03-312026-05-08

WEC ENERGY GROUP INC WEC ENERGY GROUP INC4.4K shares9.69%2026-03-312026-05-08

KRE SPDR SERIES TRUST7.7K sharesnew addition2026-03-312026-05-08

HIFS HINGHAM INSTN SVGS MASS1.8K shares0.00%2026-03-312026-05-08

OTIS OTIS WORLDWIDE CORP6.4K shares-8.72%2026-03-312026-05-08

SPY STATE STR SPDR S&P 500 ETF T758 shares-0.66%2026-03-312026-05-08

CL COLGATE PALMOLIVE CO5.7K shares0.00%2026-03-312026-05-08

Sponsored

CMI CUMMINS INC900 shares0.00%2026-03-312026-05-08

T AT&T INC16.3K shares-9.89%2026-03-312026-05-08

TSCO TRACTOR SUPPLY CO10.3K shares0.00%2026-03-312026-05-08

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.4K shares-0.42%2026-03-312026-05-08

IBM INTERNATIONAL BUSINESS MACHS1.8K shares0.00%2026-03-312026-05-08

IJH ISHARES TR6.3K shares0.00%2026-03-312026-05-08

COP CONOCOPHILLIPS3.1K shares-18.61%2026-03-312026-05-08

RPM RPM INTL INC4.2K shares1.22%2026-03-312026-05-08

Sponsored

PAYX PAYCHEX INC4.4K shares11.49%2026-03-312026-05-08

SNOW SNOWFLAKE INC2.7K shares0.75%2026-03-312026-05-08

NTR NUTRIEN LTD5.4K shares0.00%2026-03-312026-05-08

SYY SYSCO CORP5.5K shares-9.62%2026-03-312026-05-08

LH LABCORP HOLDINGS INC1.4K shares0.00%2026-03-312026-05-08

DOV DOVER CORP1.7K shares0.00%2026-03-312026-05-08

PNR PENTAIR PLC4.1K shares0.00%2026-03-312026-05-08

LOW LOWES COS INC1.5K shares0.00%2026-03-312026-05-08

Sponsored

AXON AXON ENTERPRISE INC825 shares-2.94%2026-03-312026-05-08

BROADCOM INC BROADCOM INC1.1K sharesnew addition2026-03-312026-05-08

NUE NUCOR CORP2.0K shares0.00%2026-03-312026-05-08

ORCL ORACLE CORP2.3K shares0.00%2026-03-312026-05-08

ROP ROPER TECHNOLOGIES INC922 shares0.00%2026-03-312026-05-08

AMAT APPLIED MATLS INC950 shares-5.00%2026-03-312026-05-08

BMY BRISTOL-MYERS SQUIBB CO5.3K shares0.00%2026-03-312026-05-08

BLACKSTONE INC BLACKSTONE INC2.8K shares0.00%2026-03-312026-05-08

Sponsored

EBC EASTERN BANKSHARES INC15.9K shares0.00%2026-03-312026-05-08

AVB AVALONBAY CMNTYS INC1.9K shares16.36%2026-03-312026-05-08

WY WEYERHAEUSER CO12.5K shares-18.33%2026-03-312026-05-08

META META PLATFORMS INC530 shares0.00%2026-03-312026-05-08

BK BANK NEW YORK MELLON CORP2.5K shares0.00%2026-03-312026-05-08

IWR ISHARES TR3.1K shares0.00%2026-03-312026-05-08

USB US BANCORP5.8K shares0.00%2026-03-312026-05-08

SNA SNAP ON INC815 shares0.00%2026-03-312026-05-08

Sponsored

LNT ALLIANT ENERGY CORP4.0K shares0.00%2026-03-312026-05-08

WDFC WD 40 CO1.4K shares0.00%2026-03-312026-05-08

DFUV DIMENSIONAL ETF TRUST5.9K shares0.00%2026-03-312026-05-08

CTVA CORTEVA INC3.4K shares0.00%2026-03-312026-05-08

V VISA INC924 shares0.00%2026-03-312026-05-08

IUSG ISHARES TR1.8K shares0.00%2026-03-312026-05-08

GPC GENUINE PARTS CO2.6K shares0.00%2026-03-312026-05-08

MOS MOSAIC CO10.8K shares0.00%2026-03-312026-05-08

Sponsored

ICE INTERCONTINENTAL EXCHANGE IN1.8K shares0.00%2026-03-312026-05-08

AEM AGNICO EAGLE MINES LTD1.4K shares-10.00%2026-03-312026-05-08

PHO INVESCO EXCHANGE TRADED FD T4.0K shares0.00%2026-03-312026-05-08

SHY ISHARES TR3.2K shares0.00%2026-03-312026-05-08

OKE ONEOK INC NEW2.8K shares-1.75%2026-03-312026-05-08

ATO ATMOS ENERGY CORP1.3K shares0.00%2026-03-312026-05-08

TMO THERMO FISHER SCIENTIFIC INC500 shares0.00%2026-03-312026-05-08

L LOEWS CORP2.3K shares0.00%2026-03-312026-05-08

Sponsored

TSLA TESLA INC655 shares0.00%2026-03-312026-05-08

SLB SLB LIMITED4.7K shares-18.88%2026-03-312026-05-08

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP675 sharesnew addition2026-03-312026-05-08

CINF CINCINNATI FINL CORP1.5K shares0.00%2026-03-312026-05-08

AEP AMERICAN ELEC PWR CO INC1.7K sharesnew addition2026-03-312026-05-08

INVESCO QQQ TR INVESCO QQQ TR381 shares-58.41%2026-03-312026-05-08

LMT LOCKHEED MARTIN CORP350 sharesnew addition2026-03-312026-05-08

QCOM QUALCOMM INC1.6K shares7.21%2026-03-312026-05-08

Sponsored

IEMG ISHARES INC3.0K sharesnew addition2026-03-312026-05-08

KMB KIMBERLY-CLARK CORP2.1K shares0.00%2026-03-312026-05-08

IUSV ISHARES TR2.0K shares0.00%2026-03-312026-05-08

FTNT FORTINET INC2.5K sharesnew addition2026-03-312026-05-08

F FORD MTR CO12.3K shares0.00%2026-03-312026-05-08

PRCH PORCH GROUP INC10.6K shares0.00%2026-03-312026-05-08

CRDL CARDIOL THERAPEUTICS INC39.9K shares0.00%2026-03-312026-05-08

EVGO EVGO INC10.9K shares0.00%2026-03-312026-05-08

Sponsored

AAPL

APPLE INC

-3.02%

Shares238.4K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

-3.77%

Shares140.2K

Event2026-03-31

Filed2026-05-08

ABBV

ABBVIE INC

-1.87%

Shares178.9K

Event2026-03-31

Filed2026-05-08

CSCO

CISCO SYS INC

-0.19%

Shares452.1K

Event2026-03-31

Filed2026-05-08

IRM

IRON MTN INC DEL

-4.31%

Shares300.5K

Event2026-03-31

Filed2026-05-08

EBAY

EBAY INC.

-0.30%

Shares312.2K

Event2026-03-31

Filed2026-05-08

ADP

AUTOMATIC DATA PROCESSING IN

0.40%

Shares127.1K

Event2026-03-31

Filed2026-05-08

ORLY

OREILLY AUTOMOTIVE INC

-3.76%

Shares273.1K

Event2026-03-31

Filed2026-05-08

PARKER-HANNIFIN CORP

-4.32%

Shares27.3K

Event2026-03-31

Filed2026-05-08

XOM

EXXON MOBIL CORP

-0.91%

Shares137.4K

Event2026-03-31

Filed2026-05-08

PROCTER & GAMBLE CO

0.02%

Shares161.2K

Event2026-03-31

Filed2026-05-08

VWO

VANGUARD INTL EQUITY INDEX F

0.19%

Shares388.5K

Event2026-03-31

Filed2026-05-08

ABT

ABBOTT LABORATORIES

-0.22%

Shares193.7K

Event2026-03-31

Filed2026-05-08

IDXX

IDEXX LABS INC

-4.21%

Shares35.0K

Event2026-03-31

Filed2026-05-08

WMT

WALMART INC

-2.41%

Shares143.1K

Event2026-03-31

Filed2026-05-08

GE AEROSPACE

-1.12%

Shares59.9K

Event2026-03-31

Filed2026-05-08

EOG

EOG RES INC

-1.48%

Shares116.9K

Event2026-03-31

Filed2026-05-08

NTRS

NORTHERN TR CORP

-0.40%

Shares118.9K

Event2026-03-31

Filed2026-05-08

HEALTHCARE RLTY TR

-0.15%

Shares917.6K

Event2026-03-31

Filed2026-05-08

FISERV INC

0.69%

Shares253.7K

Event2026-03-31

Filed2026-05-08

JNJ

JOHNSON & JOHNSON

1.36%

Shares54.7K

Event2026-03-31

Filed2026-05-08

COCA COLA CO

-1.38%

Shares172.8K

Event2026-03-31

Filed2026-05-08

PGR

PROGRESSIVE CORP

-3.30%

Shares65.9K

Event2026-03-31

Filed2026-05-08

PEP

PEPSICO INC

0.12%

Shares81.6K

Event2026-03-31

Filed2026-05-08

PFE

PFIZER INC

-0.20%

Shares445.1K

Event2026-03-31

Filed2026-05-08

ECL

ECOLAB INC

-0.44%

Shares43.0K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

-1.89%

Shares37.6K

Event2026-03-31

Filed2026-05-08

WFC

WELLS FARGO & CO

-1.74%

Shares127.9K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

0.15%

Shares15.7K

Event2026-03-31

Filed2026-05-08

DIS

DISNEY WALT CO

-0.07%

Shares94.8K

Event2026-03-31

Filed2026-05-08

PYPL

PAYPAL HLDGS INC

6.34%

Shares201.3K

Event2026-03-31

Filed2026-05-08

SYK

STRYKER CORPORATION

-1.04%

Shares27.5K

Event2026-03-31

Filed2026-05-08

VIOO

VANGUARD ADMIRAL FDS INC

-4.05%

Shares78.2K

Event2026-03-31

Filed2026-05-08

BERKSHIRE HATHAWAY INC DEL

-2.32%

Shares18.7K

Event2026-03-31

Filed2026-05-08

GWRE

GUIDEWIRE SOFTWARE INC

New

Shares59.9K

Event2026-03-31

Filed2026-05-08

GEV

GE VERNOVA INC

-0.47%

Shares10.2K

Event2026-03-31

Filed2026-05-08

TYL

TYLER TECHNOLOGIES INC

New

Shares25.6K

Event2026-03-31

Filed2026-05-08

BOH

BANK HAWAII CORP

1.17%

Shares113.5K

Event2026-03-31

Filed2026-05-08

MERCK & CO INC

0.75%

Shares68.0K

Event2026-03-31

Filed2026-05-08

DXCM

DEXCOM INC

1.17%

Shares125.0K

Event2026-03-31

Filed2026-05-08

MCD

MCDONALDS CORP

-0.40%

Shares24.5K

Event2026-03-31

Filed2026-05-08

CVX

CHEVRON CORPORATION

0.09%

Shares33.0K

Event2026-03-31

Filed2026-05-08

PCOR

PROCORE TECHNOLOGIES INC

6.68%

Shares116.0K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

-2.86%

Shares34.0K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

-2.60%

Shares19.9K

Event2026-03-31

Filed2026-05-08

RTX

RTX CORPORATION

0.97%

Shares27.0K

Event2026-03-31

Filed2026-05-08

EXPD

EXPEDITORS INTL WASH INC

-2.61%

Shares33.6K

Event2026-03-31

Filed2026-05-08

EMR

EMERSON ELEC CO

-2.11%

Shares36.7K

Event2026-03-31

Filed2026-05-08

EDWARDS LIFESCIENCES CORP

-1.89%

Shares58.6K

Event2026-03-31

Filed2026-05-08

LAM RESEARCH CORP

-6.06%

Shares21.7K

Event2026-03-31

Filed2026-05-08

DHR

DANAHER CORP DEL

0.40%

Shares24.1K

Event2026-03-31

Filed2026-05-08

VBR

VANGUARD INDEX FDS

-1.81%

Shares20.6K

Event2026-03-31

Filed2026-05-08

GLDM

WORLD GOLD TR

-9.93%

Shares48.1K

Event2026-03-31

Filed2026-05-08

CHUBB LTD SWITZ

-0.98%

Shares12.6K

Event2026-03-31

Filed2026-05-08

LLY

ELI LILLY & CO

3.10%

Shares4.3K

Event2026-03-31

Filed2026-05-08

SHW

SHERWIN WILLIAMS CO

0.38%

Shares12.1K

Event2026-03-31

Filed2026-05-08

SHEL

SHELL PLC

0.62%

Shares40.4K

Event2026-03-31

Filed2026-05-08

APD

AIR PRODUCTS AND CHEMICALS I

-0.52%

Shares12.2K

Event2026-03-31

Filed2026-05-08

SIVR

ABRDN SILVER ETF TRUST

-13.06%

Shares48.3K

Event2026-03-31

Filed2026-05-08

NKE

NIKE INC

8.65%

Shares65.2K

Event2026-03-31

Filed2026-05-08

JPM

JPMORGAN CHASE & CO

4.83%

Shares11.4K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

6.46%

Shares12.8K

Event2026-03-31

Filed2026-05-08

RSMC

TIDAL TRUST III

398.66%

Shares129.8K

Event2026-03-31

Filed2026-05-08

UNP

UNION PAC CORP

-0.02%

Shares11.1K

Event2026-03-31

Filed2026-05-08

HOME DEPOT INC

4.91%

Shares7.9K

Event2026-03-31

Filed2026-05-08

AXP

AMERICAN EXPRESS CO

-0.12%

Shares8.3K

Event2026-03-31

Filed2026-05-08

ETFS GOLD TR

-0.46%

Shares54.4K

Event2026-03-31

Filed2026-05-08

IVOO

VANGUARD ADMIRAL FDS INC

16.39%

Shares20.7K

Event2026-03-31

Filed2026-05-08

TE CONNECTIVITY PLC

1.20%

Shares11.2K

Event2026-03-31

Filed2026-05-08

VNQ

VANGUARD INDEX FDS

2.14%

Shares25.0K

Event2026-03-31

Filed2026-05-08

CAT

CATERPILLAR INC

-8.22%

Shares3.1K

Event2026-03-31

Filed2026-05-08

DEO

DIAGEO PLC

-10.69%

Shares29.0K

Event2026-03-31

Filed2026-05-08

COST

COSTCO WHOLESALE CORPORATION

-4.04%

Shares1.9K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

-0.24%

Shares8.4K

Event2026-03-31

Filed2026-05-08

VIG

VANGUARD SPECIALIZED FUNDS

6.32%

Shares8.1K

Event2026-03-31

Filed2026-05-08

NSC

NORFOLK SOUTHN CORP

0.00%

Shares6.1K

Event2026-03-31

Filed2026-05-08

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-08

NEE

NEXTERA ENERGY INC

10.62%

Shares17.8K

Event2026-03-31

Filed2026-05-08

DUKE ENERGY CORP NEW

0.00%

Shares12.0K

Event2026-03-31

Filed2026-05-08

VTWO

VANGUARD SCOTTSDALE FDS

4.94%

Shares14.9K

Event2026-03-31

Filed2026-05-08

QQQM

INVESCO EXCH TRADED FD TR II

0.00%

Shares5.8K

Event2026-03-31

Filed2026-05-08

EEM

ISHARES TR

-3.78%

Shares22.9K

Event2026-03-31

Filed2026-05-08

IVV

ISHARES TR

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-08

GEHC

GE HEALTHCARE TECHNOLOGIES I

-10.58%

Shares15.2K

Event2026-03-31

Filed2026-05-08

AON PLC

-0.32%

Shares3.1K

Event2026-03-31

Filed2026-05-08

NOC

NORTHROP GRUMMAN CORP

-3.54%

Shares1.4K

Event2026-03-31

Filed2026-05-08

INTC

INTEL CORP

-0.72%

Shares20.8K

Event2026-03-31

Filed2026-05-08

SBUX

STARBUCKS CORP

9.07%

Shares10.2K

Event2026-03-31

Filed2026-05-08

FTV

FORTIVE CORP

-4.67%

Shares16.1K

Event2026-03-31

Filed2026-05-08

CARR

CARRIER GLOBAL CORPORATION

0.00%

Shares14.9K

Event2026-03-31

Filed2026-05-08

VNQI

VANGUARD INTL EQUITY INDEX F

0.00%

Shares18.9K

Event2026-03-31

Filed2026-05-08

VFH

VANGUARD WORLD FD

0.00%

Shares6.8K

Event2026-03-31

Filed2026-05-08

ROYAL BK CDA

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-08

AMGN

AMGEN INC

5.15%

Shares2.3K

Event2026-03-31

Filed2026-05-08

TOOTSIE ROLL INDS INC

1.34%

Shares17.8K

Event2026-03-31

Filed2026-05-08

FDX

FEDEX CORP

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-08

ITW

ILLINOIS TOOL WKS INC

8.00%

Shares2.8K

Event2026-03-31

Filed2026-05-08

DVYE

ISHARES INC

0.00%

Shares20.4K

Event2026-03-31

Filed2026-05-08

ADI

ANALOG DEVICES INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-08

VLTO

VERALTO CORP

-11.04%

Shares7.5K

Event2026-03-31

Filed2026-05-08

VGT

VANGUARD WORLD FD

0.00%

Shares925

Event2026-03-31

Filed2026-05-08

WASTE MGMT INC DEL

-2.66%

Shares2.7K

Event2026-03-31

Filed2026-05-08

ROK

ROCKWELL AUTOMATION INC

-2.78%

Shares1.8K

Event2026-03-31

Filed2026-05-08

GOLDMAN SACHS GROUP INC

0.00%

Shares731

Event2026-03-31

Filed2026-05-08

SOUTHERN CO

-0.23%

Shares6.4K

Event2026-03-31

Filed2026-05-08

IEFA

ISHARES TR

45.29%

Shares6.4K

Event2026-03-31

Filed2026-05-08

BAC

BANK AMERICA CORP

-4.03%

Shares11.9K

Event2026-03-31

Filed2026-05-08

TDG

TRANSDIGM GROUP INC

0.00%

Shares500

Event2026-03-31

Filed2026-05-08

BOEING CO

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-08

HUBBELL INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-08

ENB

ENBRIDGE INC

-1.05%

Shares10.6K

Event2026-03-31

Filed2026-05-08

PHILIP MORRIS INTL INC

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-08

KLAC

KLA CORP

0.00%

Shares380

Event2026-03-31

Filed2026-05-08

HBAN

HUNTINGTON BANCSHARES INC

0.00%

Shares35.7K

Event2026-03-31

Filed2026-05-08

BDX

BECTON DICKINSON & CO

1.58%

Shares3.5K

Event2026-03-31

Filed2026-05-08

HOLX

HOLOGIC INC

0.00%

Shares7.2K

Event2026-03-31

Filed2026-05-08

SRE

SEMPRA

24.62%

Shares5.6K

Event2026-03-31

Filed2026-05-08

CSL

CARLISLE COS INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-08

HON

HONEYWELL INTL INC

5.85%

Shares2.4K

Event2026-03-31

Filed2026-05-08

TORONTO DOMINION BK ONT

5.18%

Shares5.6K

Event2026-03-31

Filed2026-05-08

SLYV

SPDR SERIES TRUST

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-08

WAT

WATERS CORP

39.11%

Shares1.7K

Event2026-03-31

Filed2026-05-08

WEC ENERGY GROUP INC

9.69%

Shares4.4K

Event2026-03-31

Filed2026-05-08

KRE

SPDR SERIES TRUST

New

Shares7.7K

Event2026-03-31

Filed2026-05-08

HIFS

HINGHAM INSTN SVGS MASS

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-08

OTIS

OTIS WORLDWIDE CORP

-8.72%

Shares6.4K

Event2026-03-31

Filed2026-05-08

SPY

STATE STR SPDR S&P 500 ETF T

-0.66%

Shares758

Event2026-03-31

Filed2026-05-08

COLGATE PALMOLIVE CO

0.00%

Shares5.7K

Event2026-03-31

Filed2026-05-08

CMI

CUMMINS INC

0.00%

Shares900

Event2026-03-31

Filed2026-05-08

AT&T INC

-9.89%

Shares16.3K

Event2026-03-31

Filed2026-05-08

TSCO

TRACTOR SUPPLY CO

0.00%

Shares10.3K

Event2026-03-31

Filed2026-05-08

ACCENTURE PLC IRELAND

-0.42%

Shares2.4K

Event2026-03-31

Filed2026-05-08

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-08

IJH

ISHARES TR

0.00%

Shares6.3K

Event2026-03-31

Filed2026-05-08

COP

CONOCOPHILLIPS

-18.61%

Shares3.1K

Event2026-03-31

Filed2026-05-08

RPM

RPM INTL INC

1.22%

Shares4.2K

Event2026-03-31

Filed2026-05-08

PAYX

PAYCHEX INC

11.49%

Shares4.4K

Event2026-03-31

Filed2026-05-08

SNOW

SNOWFLAKE INC

0.75%

Shares2.7K

Event2026-03-31

Filed2026-05-08

NTR

NUTRIEN LTD

0.00%

Shares5.4K

Event2026-03-31

Filed2026-05-08

SYY

SYSCO CORP

-9.62%

Shares5.5K

Event2026-03-31

Filed2026-05-08

LABCORP HOLDINGS INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-08

DOV

DOVER CORP

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-08

PNR

PENTAIR PLC

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-08

LOW

LOWES COS INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-08

AXON

AXON ENTERPRISE INC

-2.94%

Shares825

Event2026-03-31

Filed2026-05-08

BROADCOM INC

New

Shares1.1K

Event2026-03-31

Filed2026-05-08

NUE

NUCOR CORP

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-08

ORCL

ORACLE CORP

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-08

ROP

ROPER TECHNOLOGIES INC

0.00%

Shares922

Event2026-03-31

Filed2026-05-08

AMAT

APPLIED MATLS INC

-5.00%

Shares950

Event2026-03-31

Filed2026-05-08

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares5.3K

Event2026-03-31

Filed2026-05-08

BLACKSTONE INC

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-08

EBC

EASTERN BANKSHARES INC

0.00%

Shares15.9K

Event2026-03-31

Filed2026-05-08

AVB

AVALONBAY CMNTYS INC

16.36%

Shares1.9K

Event2026-03-31

Filed2026-05-08

WEYERHAEUSER CO

-18.33%

Shares12.5K

Event2026-03-31

Filed2026-05-08