150 is the total number of securities HARBOUR INVESTMENT MANAGEMENT LLC has owned. The longest HARBOUR INVESTMENT MANAGEMENT LLC has owned a single stock is 42 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MSFT | MICROSOFT CORP | 42 | 42 | 2.89% | 6.43% | 11.10% | Q2 2013 | Q3 2023 | 42 |
COST | COSTCO WHSL CORP NEW | 42 | 42 | 2.46% | 4.00% | 6.35% | Q2 2013 | Q3 2023 | 42 |
SBUX | STARBUCKS CORP | 42 | 42 | 2.62% | 3.50% | 4.62% | Q2 2013 | Q3 2023 | 42 |
IBB | ISHARES TR | 42 | 42 | 1.57% | 3.02% | 3.80% | Q2 2013 | Q3 2023 | 42 |
AAPL | APPLE INC | 42 | 42 | 0.70% | 2.87% | 5.71% | Q2 2013 | Q3 2023 | 42 |
NVO | NOVO-NORDISK A S | 42 | 42 | 1.74% | 2.56% | 5.00% | Q2 2013 | Q3 2023 | 42 |
PCAR | PACCAR INC | 42 | 42 | 1.68% | 2.35% | 2.88% | Q2 2013 | Q3 2023 | 42 |
DIS | Walt Disney Co. | 42 | 42 | 0.98% | 2.25% | 3.05% | Q2 2013 | Q3 2023 | 42 |
ADP | AUTOMATIC DATA PROCESS... | 42 | 42 | 1.78% | 2.17% | 2.69% | Q2 2013 | Q3 2023 | 42 |
SYK | STRYKER CORPORATION | 42 | 42 | 1.31% | 2.09% | 2.74% | Q2 2013 | Q3 2023 | 42 |
JNJ | JOHNSON & JOHNSON | 42 | 42 | 0.48% | 1.99% | 2.57% | Q2 2013 | Q3 2023 | 42 |
INTC | INTEL CORP | 42 | 42 | 0.79% | 1.91% | 2.72% | Q2 2013 | Q3 2023 | 42 |
NSC | NORFOLK SOUTHN CORP | 42 | 42 | 1.19% | 1.72% | 2.25% | Q2 2013 | Q3 2023 | 42 |
SNA | SNAP ON INC | 42 | 42 | 1.09% | 1.71% | 2.47% | Q2 2013 | Q3 2023 | 42 |
PEP | PEPSICO INC | 42 | 42 | 1.35% | 1.70% | 2.03% | Q2 2013 | Q3 2023 | 42 |
NEE | NEXTERA ENERGY INC | 42 | 42 | 1.02% | 1.66% | 2.50% | Q2 2013 | Q3 2023 | 42 |
UPS | United Parcel Svc | 42 | 42 | 1.17% | 1.64% | 2.04% | Q2 2013 | Q3 2023 | 42 |
KO | COCA COLA CO | 42 | 42 | 1.25% | 1.62% | 2.29% | Q2 2013 | Q3 2023 | 42 |
KMB | KIMBERLY-CLARK CORP | 42 | 42 | 1.07% | 1.57% | 2.14% | Q2 2013 | Q3 2023 | 42 |
WM | WASTE MGMT INC DEL | 42 | 42 | 0.94% | 1.55% | 2.28% | Q2 2013 | Q3 2023 | 42 |
CSCO | Cisco Systems | 42 | 42 | 1.20% | 1.54% | 2.16% | Q2 2013 | Q3 2023 | 42 |
ABT | ABBOTT LABS | 42 | 42 | 0.86% | 1.50% | 2.23% | Q2 2013 | Q3 2023 | 42 |
XLB | SELECT SECTOR SPDR TR | 42 | 42 | 1.24% | 1.49% | 1.80% | Q2 2013 | Q3 2023 | 42 |
PG | Procter & Gamble | 42 | 42 | 1.21% | 1.48% | 1.93% | Q2 2013 | Q3 2023 | 42 |
BDX | BECTON DICKINSON & CO | 42 | 42 | 1.00% | 1.43% | 1.97% | Q2 2013 | Q3 2023 | 42 |
APD | Air Products & Chem | 42 | 42 | 0.98% | 1.36% | 1.86% | Q2 2013 | Q3 2023 | 42 |
BLK | BLACKROCK INC | 42 | 42 | 1.03% | 1.33% | 1.67% | Q2 2013 | Q3 2023 | 42 |
DHR | Danaher Inc. | 42 | 42 | 0.68% | 1.31% | 1.93% | Q2 2013 | Q3 2023 | 42 |
WAFD | WASHINGTON FED INC | 42 | 42 | 0.46% | 1.08% | 1.73% | Q2 2013 | Q3 2023 | 42 |
PSX | PHILLIPS 66 | 42 | 42 | 0.51% | 1.03% | 1.41% | Q2 2013 | Q3 2023 | 42 |
SAP | SAP SE | 42 | 42 | 0.42% | 0.98% | 1.42% | Q2 2013 | Q3 2023 | 42 |
CVX | CHEVRON CORP NEW | 42 | 42 | 0.56% | 0.91% | 1.40% | Q2 2013 | Q3 2023 | 42 |
EWG | ISHARES INC | 42 | 42 | 0.48% | 0.82% | 1.11% | Q2 2013 | Q3 2023 | 42 |
CL | COLGATE PALMOLIVE CO | 42 | 42 | 0.58% | 0.77% | 0.98% | Q2 2013 | Q3 2023 | 42 |
COP | CONOCOPHILLIPS | 42 | 42 | 0.35% | 0.75% | 1.17% | Q2 2013 | Q3 2023 | 42 |
TTE | Total SA | 42 | 42 | 0.20% | 0.51% | 1.08% | Q2 2013 | Q3 2023 | 42 |
MMM | 3M Company | 41 | 41 | 0.64% | 1.80% | 2.37% | Q2 2013 | Q2 2023 | 41 |
XOM | EXXON MOBIL CORP | 29 | 12 | 0.11% | 1.24% | 2.08% | Q2 2013 | Q3 2023 | 41 |
UNH | UNITEDHEALTH GROUP INC | 39 | 39 | 0.13% | 1.26% | 2.36% | Q1 2014 | Q3 2023 | 39 |
CHKP | CHECK POINT SOFTWARE T... | 38 | 38 | 0.44% | 1.05% | 1.54% | Q2 2014 | Q3 2023 | 38 |
HRS | L3harris Corp. | 37 | 37 | 0.59% | 1.28% | 1.95% | Q2 2013 | Q2 2022 | 37 |
AWK | American Wtr Wrks Co | 36 | 36 | 0.28% | 0.64% | 1.02% | Q4 2014 | Q3 2023 | 36 |
BA | Boeing Company | 36 | 36 | 0.11% | 0.35% | 0.80% | Q2 2013 | Q1 2022 | 36 |
AMZN | AMAZON COM INC | 33 | 33 | 0.69% | 2.73% | 4.42% | Q3 2015 | Q3 2023 | 33 |
AXP | AMERICAN EXPRESS CO | 26 | 5 | 0.15% | 0.19% | 0.23% | Q4 2013 | Q3 2023 | 31 |
WBA | Walgreens Boots All | 30 | 30 | 0.11% | 1.76% | 3.15% | Q4 2014 | Q1 2022 | 30 |
XEL | XCEL ENERGY INC | 29 | 29 | 0.19% | 0.23% | 0.32% | Q2 2016 | Q2 2023 | 29 |
PSCT | S&P SmallCap Te | 28 | 28 | 0.54% | 1.17% | 1.46% | Q3 2015 | Q2 2022 | 28 |
SLB | Schlumberger Ltd | 28 | 28 | 0.13% | 0.95% | 1.70% | Q2 2013 | Q1 2020 | 28 |
T | A T & T Inc. | 28 | 28 | 0.14% | 0.57% | 0.74% | Q2 2013 | Q1 2020 | 28 |
UTX | United Technologies | 27 | 27 | 1.48% | 1.69% | 1.88% | Q2 2013 | Q4 2019 | 27 |
BNDX | VANGUARD CHARLOTTE FDS | 27 | 27 | 0.30% | 0.84% | 1.37% | Q1 2017 | Q3 2023 | 27 |
TIP | iShares Tr | 22 | 1 | 0.09% | 0.43% | 0.85% | Q2 2013 | Q4 2021 | 26 |
SGOL | ETFs Gold Tr | 26 | 26 | 0.18% | 0.33% | 0.53% | Q4 2013 | Q1 2020 | 26 |
PFE | PFIZER INC | 20 | 1 | 0.12% | 0.23% | 0.63% | Q2 2013 | Q3 2023 | 25 |
ADBE | ADOBE SYSTEMS INCORPOR... | 23 | 23 | 0.18% | 0.28% | 0.39% | Q1 2018 | Q3 2023 | 23 |
BRKB | BERKSHIRE HATHAWAY INC... | 22 | 22 | 1.82% | 2.17% | 2.56% | Q2 2018 | Q3 2023 | 22 |
SCHM | Schwab US Mid-Cap | 14 | 3 | 0.14% | 0.24% | 1.72% | Q3 2017 | Q3 2023 | 22 |
EWL | iShares Switzer | 20 | 1 | 0.11% | 1.44% | 1.81% | Q2 2013 | Q4 2020 | 21 |
DE | Deere & Co. | 21 | 21 | 0.50% | 0.80% | 1.23% | Q2 2013 | Q2 2018 | 21 |
RD | Royal Dutch Shell | 21 | 21 | 0.34% | 0.77% | 1.15% | Q4 2016 | Q4 2021 | 21 |
TMO | THERMO FISHER SCIENTIF... | 21 | 21 | 0.12% | 0.18% | 0.27% | Q3 2018 | Q3 2023 | 21 |
BRKB | Berkshire Hathaway B | 20 | 20 | 2.22% | 2.57% | 3.02% | Q2 2013 | Q1 2018 | 20 |
EWJ | iShares Japan | 20 | 20 | 0.91% | 1.09% | 1.42% | Q2 2013 | Q1 2018 | 20 |
GOOG | Alphabet Inc Class C | 20 | 20 | 0.22% | 1.06% | 1.56% | Q4 2018 | Q3 2023 | 20 |
ABB | ABB Ltd | 20 | 20 | 0.16% | 0.89% | 1.30% | Q2 2013 | Q1 2018 | 20 |
V | VISA INC | 20 | 20 | 0.20% | 0.46% | 0.76% | Q4 2018 | Q3 2023 | 20 |
CCB | COASTAL FINL CORP WA | 19 | 19 | 0.76% | 1.62% | 2.83% | Q4 2018 | Q2 2023 | 19 |
ROLL | RBC Bearings Inc | 19 | 19 | 1.11% | 1.40% | 1.97% | Q2 2013 | Q4 2017 | 19 |
GE | General Electric | 19 | 19 | 0.43% | 1.17% | 1.40% | Q2 2013 | Q4 2017 | 19 |
SCHF | SCHWAB STRATEGIC TR | 19 | 19 | 0.21% | 0.24% | 0.29% | Q1 2019 | Q3 2023 | 19 |
GLD | SPDR Gold Trust | 17 | 2 | 0.11% | 0.16% | 0.28% | Q2 2013 | Q1 2023 | 19 |
EWC | IShares Inc | 16 | 16 | 0.61% | 1.06% | 3.50% | Q2 2013 | Q1 2017 | 16 |
VFH | VANGUARD WORLD FDS | 16 | 16 | 0.47% | 0.80% | 1.05% | Q4 2019 | Q3 2023 | 16 |
VWO | Vanguard Intl Equity I... | 16 | 16 | 0.30% | 0.54% | 0.93% | Q4 2014 | Q3 2018 | 16 |
WFC | Wells Fargo & Co | 15 | 15 | 0.78% | 1.13% | 1.39% | Q2 2013 | Q4 2016 | 15 |
QCOM | Qualcomm Inc. | 15 | 15 | 0.55% | 0.76% | 0.98% | Q2 2013 | Q4 2016 | 15 |
SCHC | SCHWAB STRATEGIC TR | 15 | 15 | 0.17% | 0.19% | 0.20% | Q1 2020 | Q3 2023 | 15 |
UNP | Union Pacific Corp | 9 | 1 | 0.11% | 0.14% | 0.16% | Q1 2019 | Q3 2023 | 15 |
JMST | JP Morgan Ultra Short ... | 14 | 14 | 0.50% | 2.25% | 2.95% | Q2 2020 | Q3 2023 | 14 |
MDYG | SPDR Series Trust | 14 | 14 | 0.65% | 1.24% | 1.61% | Q3 2015 | Q4 2018 | 14 |
RDSA | Royal Dutch She | 14 | 14 | 0.79% | 1.08% | 1.39% | Q2 2013 | Q3 2016 | 14 |
EXPD | Expeditors Intl Wash | 14 | 14 | 0.66% | 0.77% | 0.87% | Q2 2013 | Q3 2016 | 14 |
STO | Statoil ASA | 14 | 14 | 0.32% | 0.45% | 0.61% | Q2 2013 | Q3 2016 | 14 |
SGOL | ETFs Gold Tr | 14 | 14 | 0.35% | 0.41% | 0.53% | Q2 2020 | Q3 2023 | 14 |
1/100 Berkshire Hathaway | 14 | 14 | 0.19% | 0.22% | 0.26% | Q1 2019 | Q2 2022 | 14 | |
SCHE | Schwab Strategic Tr | 13 | 13 | 0.19% | 1.66% | 2.19% | Q1 2017 | Q1 2020 | 13 |
EMC | EMC Corp | 13 | 13 | 1.16% | 1.41% | 1.65% | Q2 2013 | Q2 2016 | 13 |
JPST | JP Morgan Ultra Short | 12 | 12 | 0.14% | 2.83% | 5.37% | Q2 2019 | Q1 2022 | 12 |
ED | Consolidated Edison | 12 | 12 | 1.43% | 1.68% | 2.01% | Q2 2013 | Q1 2016 | 12 |
SCHX | SCHWAB STRATEGIC TR | 12 | 12 | 0.12% | 0.14% | 0.16% | Q4 2020 | Q3 2023 | 12 |
OXY | Occidental Pete | 11 | 11 | 0.60% | 0.75% | 0.89% | Q2 2013 | Q4 2015 | 11 |
AVGO | BROADCOM INC | 11 | 11 | 0.32% | 0.69% | 1.41% | Q1 2021 | Q3 2023 | 11 |
GILD | Gilead Sciences Inc | 11 | 11 | 0.14% | 0.19% | 0.25% | Q4 2013 | Q2 2016 | 11 |
GSK | GlaxoSmithKline PLC | 10 | 10 | 1.04% | 1.31% | 1.63% | Q2 2013 | Q3 2015 | 10 |
RTN | Raytheon Technologies | 10 | 10 | 0.64% | 0.98% | 1.31% | Q1 2020 | Q2 2022 | 10 |
PCL | Plum Creek Timber | 10 | 10 | 0.71% | 0.88% | 1.09% | Q2 2013 | Q3 2015 | 10 |
SIVR | ETFs Silver Tr | 5 | 5 | 0.22% | 0.28% | 0.36% | Q2 2020 | Q3 2023 | 10 |
MDU | MDU RES GROUP INC | 10 | 10 | 0.11% | 0.26% | 0.37% | Q1 2021 | Q2 2023 | 10 |
EMR | Emerson Electric | 9 | 9 | 1.16% | 1.33% | 1.53% | Q2 2013 | Q2 2015 | 9 |
BMY | BRISTOL-MYERS SQUIBB CO | 9 | 9 | 0.69% | 0.94% | 1.10% | Q3 2021 | Q3 2023 | 9 |
CAJ | Canon Inc | 9 | 9 | 0.32% | 0.62% | 1.02% | Q2 2013 | Q2 2015 | 9 |
EWA | IShares Inc | 9 | 9 | 0.50% | 0.57% | 0.63% | Q2 2013 | Q2 2015 | 9 |
ECA | Encana Corp | 9 | 9 | 0.33% | 0.49% | 0.66% | Q2 2013 | Q2 2015 | 9 |
VNQ | VANGUARD INDEX FDS | 9 | 9 | 0.20% | 0.37% | 0.45% | Q2 2021 | Q2 2023 | 9 |
HON | Honeywell Intl Inc | 7 | 1 | 0.09% | 0.14% | 0.16% | Q2 2019 | Q4 2021 | 9 |
MDT | Medtronic Inc | 8 | 8 | 0.89% | 0.98% | 1.18% | Q2 2013 | Q1 2015 | 8 |
GOOGL | Alphabet Inc Class A | 6 | 2 | 0.11% | 0.16% | 0.25% | Q4 2020 | Q3 2023 | 8 |
SHELL PLC | 7 | 7 | 0.71% | 0.82% | 0.94% | Q1 2022 | Q3 2023 | 7 | |
SO | Southern Co. | 7 | 7 | 0.27% | 0.73% | 1.45% | Q2 2013 | Q4 2014 | 7 |
CVE | Cenovus Energy Inc | 7 | 7 | 0.37% | 0.54% | 0.60% | Q2 2013 | Q4 2014 | 7 |
SPY | SPDR S&P 500 ETF TR | 5 | 2 | 0.12% | 0.14% | 0.15% | Q1 2021 | Q3 2023 | 7 |
WAG | Walgreen Company | 6 | 6 | 2.34% | 2.68% | 2.92% | Q2 2013 | Q3 2014 | 6 |
MAT | Mattel | 6 | 6 | 0.56% | 0.63% | 0.72% | Q2 2013 | Q3 2014 | 6 |
TSCO | Tractory Supply Co. | 6 | 6 | 0.09% | 0.12% | 0.14% | Q3 2020 | Q4 2021 | 6 |
LHX | L3HARRIS TECHNOLOGIES INC | 5 | 5 | 1.33% | 1.44% | 1.64% | Q3 2022 | Q3 2023 | 5 |
PSCT | INVESCO EXCH TRADED FD... | 5 | 5 | 1.26% | 1.32% | 1.41% | Q3 2022 | Q3 2023 | 5 |
RTX | RTX CORPORATION | 5 | 5 | 0.91% | 1.13% | 1.28% | Q3 2022 | Q3 2023 | 5 |
AGN | Allergan Inc | 5 | 5 | 0.89% | 1.10% | 1.46% | Q2 2013 | Q2 2014 | 5 |
SCHY | SCHWAB STRATEGIC TR | 5 | 5 | 0.43% | 0.53% | 0.60% | Q3 2022 | Q3 2023 | 5 |
CRC | California Res Corp | 5 | 5 | 0.26% | 0.50% | 0.78% | Q4 2014 | Q4 2015 | 5 |
PETM | Petsmart Inc. | 4 | 4 | 0.35% | 0.43% | 0.50% | Q1 2014 | Q4 2014 | 4 |
SWN | Southwestern Energy | 4 | 4 | 0.28% | 0.39% | 0.45% | Q4 2014 | Q3 2015 | 4 |
CARR | Carrier Global Group | 4 | 4 | 0.18% | 0.27% | 0.34% | Q2 2020 | Q1 2021 | 4 |
RYF | Invesco ETF Financials | 4 | 4 | 0.21% | 0.21% | 0.22% | Q4 2018 | Q3 2019 | 4 |
WBCO | Washington Bkg Co. | 4 | 4 | 0.12% | 0.13% | 0.14% | Q2 2013 | Q1 2014 | 4 |
MDY | SPDR S&P MIDCAP 400 ET... | 2 | 1 | 0.10% | 0.13% | 0.22% | Q2 2021 | Q3 2023 | 4 |
CME | CME Group Inc | 2 | 2 | 0.11% | 0.13% | 0.15% | Q3 2019 | Q2 2021 | 4 |
CDK | CDK Global Inc | 3 | 3 | 0.40% | 0.61% | 0.96% | Q4 2014 | Q2 2015 | 3 |
VOO | VANGUARD INDEX FDS | 3 | 3 | 0.17% | 0.33% | 0.47% | Q1 2023 | Q3 2023 | 3 |
BSCK | Claymore Exchange Trd ... | 3 | 3 | 0.17% | 0.17% | 0.17% | Q1 2017 | Q3 2017 | 3 |
ABBV | Abbvie Inc | 2 | 2 | 0.95% | 0.98% | 1.00% | Q2 2013 | Q3 2013 | 2 |
LVB | Steinway Musical Ins | 2 | 2 | 0.63% | 0.70% | 0.78% | Q2 2013 | Q3 2013 | 2 |
MOLX | Molex Inc | 2 | 2 | 0.48% | 0.54% | 0.60% | Q2 2013 | Q3 2013 | 2 |
FTV | Fortive Corporation | 2 | 2 | 0.33% | 0.34% | 0.34% | Q3 2016 | Q4 2016 | 2 |
DAKT | Daktronics Inc | 2 | 2 | 0.28% | 0.28% | 0.29% | Q2 2013 | Q3 2013 | 2 |
LLY | Lilly, Eli & Co. | 2 | 2 | 0.13% | 0.14% | 0.15% | Q1 2021 | Q2 2021 | 2 |
WMT | Walmart Inc | 2 | 2 | 0.12% | 0.13% | 0.13% | Q1 2021 | Q2 2021 | 2 |
JPM | JPMorgan Chase & Co | 2 | 2 | 0.11% | 0.11% | 0.12% | Q1 2021 | Q2 2021 | 2 |
Facebook Inc | 2 | 2 | 0.11% | 0.11% | 0.12% | Q1 2021 | Q2 2021 | 2 | |
FICO | FAIR ISAAC CORP | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
PLX | PROTALIX BIOTHERAPEUTI... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
KENVUE INC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q3 2023 | Q3 2023 | 1 | |
AVUV | AMERICAN CENTY ETF TR | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
XLRE | SELECT SECTOR SPDR TR | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
OTIS | Otis Worldwide Corp | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2020 | Q2 2020 | 1 |
TFI | SPDR SER TR | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2021 | Q3 2021 | 1 |
HD | Home Depot Inc | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
IEFA | ISHARES TR | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
NVG | NUVEEN AMT FREE MUN CR... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
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The securities at the top of the list , including MICROSOFT CORP, COSTCO WHSL CORP NEW, and STARBUCKS CORP, are the highest-conviction holdings of HARBOUR INVESTMENT MANAGEMENT LLC.
The conviction is calculated by counting the number of quarters a security has been reported by HARBOUR INVESTMENT MANAGEMENT LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that HARBOUR INVESTMENT MANAGEMENT LLC owns currently or has owned in the past.