Sponsored
The Analysis of Private Harbour Investment Management & Counsel, LLC's Holdings & P&L
Currently, Private Harbour Investment Management & Counsel, LLC holds 36 types of securities in its portfolio with a total value $91.1M. In the most recent quarter, they have increased their positions in MSFT (+1.3K shares, valued at $464.6K); decreased their positions in XOM (-13.9K shares, valued at $2.4M), NVDA (-7.9K shares, valued at $1.4M), SLV (-16.3K shares, valued at $1.1M).
1M P&L
+1.0M+1.74%
3M P&L
+2.1M+3.76%
HY P&L
+3.6M+6.46%
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/A12.4M
19.4%
2Semiconductors7.5M
11.8%
3Oil & Gas Integrated7.2M
11.2%
Top Industries by Stock Count
1N/A5 stocks
16.7%
2Medical Devices2 stocks
6.7%
3Medical Instruments & Supplies2 stocks
6.7%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
ISHARES GOLD TR
-2.21%ISHARES GOLD TR
Shares181.6K
Event2026-03-31
Filed2026-04-30
SLV
-14.37%ISHARES SILVER TR
Shares97.3K
Event2026-03-31
Filed2026-04-30
NVDA
-18.33%NVIDIA CORPORATION
Shares35.3K
Event2026-03-31
Filed2026-04-30
XOM
-33.79%EXXON MOBIL CORP
Shares27.3K
Event2026-03-31
Filed2026-04-30
ALPHABET INC
-2.12%ALPHABET INC
Shares16.0K
Event2026-03-31
Filed2026-04-30
MSFT
11.69%MICROSOFT CORP
Shares12.0K
Event2026-03-31
Filed2026-04-30
AAPL
-2.92%APPLE INC
Shares16.0K
Event2026-03-31
Filed2026-04-30
EATON CORP PLC
-1.12%EATON CORP PLC
Shares9.4K
Event2026-03-31
Filed2026-04-30
GLD
-2.70%SPDR GOLD TR
Shares6.7K
Event2026-03-31
Filed2026-04-30
WMT
-1.56%WALMART INC
Shares22.1K
Event2026-03-31
Filed2026-04-30
AMZN
-0.64%AMAZON COM INC
Shares13.1K
Event2026-03-31
Filed2026-04-30
CVX
-0.60%CHEVRON CORPORATION
Shares12.3K
Event2026-03-31
Filed2026-04-30
PEP
-0.55%PEPSICO INC
Shares15.0K
Event2026-03-31
Filed2026-04-30
CHKP
-0.86%CHECK POINT SOFTWARE TECH LT
Shares16.0K
Event2026-03-31
Filed2026-04-30
WCC
-0.66%WESCO INTL INC
Shares7.5K
Event2026-03-31
Filed2026-04-30
PG
-0.39%PROCTER & GAMBLE CO
Shares14.0K
Event2026-03-31
Filed2026-04-30
VRTX
-1.19%VERTEX PHARMACEUTICALS INC
Shares4.4K
Event2026-03-31
Filed2026-04-30
PSQ
-1.31%PROSHARES TR
Shares53.1K
Event2026-03-31
Filed2026-04-30
V
-2.52%VISA INC
Shares5.6K
Event2026-03-31
Filed2026-04-30
ATR
-0.84%APTARGROUP INC
Shares12.4K
Event2026-03-31
Filed2026-04-30
TJX
-2.18%TJX COS INC NEW
Shares9.0K
Event2026-03-31
Filed2026-04-30
LHX
-0.19%L3HARRIS TECHNOLOGIES INC
Shares4.1K
Event2026-03-31
Filed2026-04-30
ZTS
-2.66%ZOETIS INC
Shares11.9K
Event2026-03-31
Filed2026-04-30
INTC
-0.95%INTEL CORP
Shares31.0K
Event2026-03-31
Filed2026-04-30
ABT
-0.23%ABBOTT LABORATORIES
Shares12.8K
Event2026-03-31
Filed2026-04-30
SYK
-0.38%STRYKER CORPORATION
Shares3.9K
Event2026-03-31
Filed2026-04-30
ALPHABET INC
-5.58%ALPHABET INC
Shares4.1K
Event2026-03-31
Filed2026-04-30
STERIS PLC
-0.05%STERIS PLC
Shares4.4K
Event2026-03-31
Filed2026-04-30
WEC ENERGY GROUP INC
-1.31%WEC ENERGY GROUP INC
Shares8.3K
Event2026-03-31
Filed2026-04-30
BDX
-0.82%BECTON DICKINSON & CO
Shares5.4K
Event2026-03-31
Filed2026-04-30
VTIP
0.00%VANGUARD MALVERN FDS
Shares12.4K
Event2026-03-31
Filed2026-04-30
TIP
-1.02%ISHARES TR
Shares4.9K
Event2026-03-31
Filed2026-04-30
NEM
0.00%NEWMONT CORP
Shares4.5K
Event2026-03-31
Filed2026-04-30
TSLA
-5.88%TESLA INC
Shares800
Event2026-03-31
Filed2026-04-30
EPD
-4.55%ENTERPRISE PRODS PARTNERS L
Shares6.3K
Event2026-03-31
Filed2026-04-30
AFL
0.00%AFLAC INC
Shares2.0K
Event2026-03-31
Filed2026-04-30
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available