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Portfolio (Quarterly) Guide ↗

Marble Harbor Investment Counsel, LLC

· CIK 0001387130
13F Portfolio $923M AUM 192 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 37 Added 54 Reduced 2 Exited
Page 10 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AEP AMERICAN ELEC PWR CO INC Utilities 1,700.0 $223K 0.02% NEW $131.08 -1.6%
182 QQQ INVESCO QQQ TR Financial Services 381.0 $220K 0.02% -535.0 -58.4% $576.93 +21.6%
183 LMT LOCKHEED MARTIN CORP Industrials 350.0 $212K 0.02% NEW $604.39 -12.6%
184 QCOM QUALCOMM INC Technology 1,636.0 $211K 0.02% +110.0 +7.2% $128.78 +58.1%
185 IEMG ISHARES INC 2,960.0 $206K 0.02% NEW $69.75 +12.6%
186 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,124.0 $205K 0.02% $96.47 +0.1%
187 IUSV ISHARES TR 2,000.0 $204K 0.02% $102.25 +6.1%
188 FORTINET INC 2,500.0 $204K 0.02% NEW $81.72
189 F FORD MTR CO Consumer Cyclical 12,350.0 $143K 0.01% $11.54 +12.9%
190 PRCH PORCH GROUP INC Technology 10,600.0 $76K 0.01% $7.17 +39.1%
191 CRDL CARDIOL THERAPEUTICS INC Healthcare 39,900.0 $54K 0.01% $1.35 -6.7%
192 EVGO EVGO INC Consumer Cyclical 10,900.0 $19K 0.00% $1.72 +11.6%
Page 10 of 10  ·  192 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 24.2%
Healthcare 17.4%
Industrials 11.9%
Financial Services 10.3%
Consumer Defensive 8.7%
Consumer Cyclical 8.5%
Energy 6.2%
Real Estate 5.6%
Communication Services 3.1%
Basic Materials 2.5%