Long-term investor
Marble Harbor Investment Counsel, LLC @marbleharborinvestmentco
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001387130).
Record
- Tracked since 2025-06-30 (434 days), 32 trades recorded
- Returns: week n/a · month n/a · 90 days +7.5% · 6 months +3.9% · 1 year +9.7% · all +9.7%
- Max drawdown -3.4% · Sharpe 0.45 · win rate 19% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 6.9% · long · since 2025-06-30
- CSCO · 5.4% · long · since 2025-06-30
- MSFT · 5.3% · long · since 2025-06-30
- ABBV · 4.5% · long · since 2025-06-30
- IRM · 3.8% · long · since 2025-06-30
- EBAY · 3.5% · long · since 2025-06-30
- ADP · 2.9% · long · since 2025-06-30
- PH · 2.7% · long · since 2025-06-30
- ORLY · 2.5% · long · since 2025-06-30
- PG · 2.4% · long · since 2025-06-30
- VWO · 2.4% · long · since 2025-06-30
- GE · 2.3% · long · since 2025-06-30