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Portfolio (Quarterly) Guide ↗

Marble Harbor Investment Counsel, LLC

· CIK 0001387130
13F Portfolio $936M AUM Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 185 New
Page 10 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IUSV ISHARES TR 2,000.0 $205K 0.02% NEW $102.54 +5.9%
182 F FORD MTR CO Consumer Cyclical 12,350.0 $162K 0.02% NEW $13.12 -1.1%
183 PRCH PORCH GROUP INC Technology 10,600.0 $97K 0.01% NEW $9.13 +6.4%
184 CRDL CARDIOL THERAPEUTICS INC Healthcare 39,900.0 $38K 0.00% NEW $0.95 +33.2%
185 EVGO EVGO INC Consumer Cyclical 10,900.0 $32K 0.00% NEW $2.91 -38.7%
Page 10 of 10  ·  185 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.1%
Healthcare 18.3%
Industrials 12.7%
Financial Services 10.9%
Consumer Cyclical 8.3%
Consumer Defensive 8.2%
Real Estate 4.9%
Energy 4.5%
Communication Services 3.5%
Basic Materials 2.4%