HARBOUR INVESTMENT MANAGEMENT LLC — 13F Holdings & Portfolio

CIK 1275880 · latest 13F-HR filed 2026-07-22

HARBOUR INVESTMENT MANAGEMENT LLC manages $193.6M in 13F-reported U.S. long-equity assets across 108 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are MSFT (6.42%), VUSB (6.08%), JPST (5.01%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 9 new positions, exited 2, added to 44, and trimmed 25.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
152 3RD AVE S STE 103B
EDMONDS, WA 98020
Phone
(425) 742-1557
Filing Manager
HARBOUR INVESTMENT MANAGEMENT LLC
EDMONDS, WA
Signatory
Aalok Shah
Principal
Loading holdings…
AUM

$193.6M

Long-equity book

Holdings

108

Distinct positions

Period

2026-06-30

Filed 2026-07-22

Q/Q Activity

+9 / −2 / ↑44 / ↓25

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • INTEL CORP$1.6M +129.1%
  • VANGUARD BD INDEX FDS$1.3M +12.6%
  • J P MORGAN EXCHANGE TRADED F$1.2M +14.5%
  • BROADCOM INC$1.1M +20.5%
  • APPLE INC$761.4K +9.9%
Show all 44

Top Trims

  • COSTCO WHOLESALE CORPORATION-$733.6K -7.2%
  • CHEVRON CORPORATION-$524.5K -21.0%
  • NORFOLK SOUTHN CORP-$479.9K -62.0%
  • L3HARRIS TECHNOLOGIES INC-$464.1K -17.2%
  • ABRDN SILVER ETF TRUST-$400.1K -21.5%
Show all 25

New Positions

  • HONEYWELL INTL INC$817.5K
  • HONEYWELL AEROSPACE INC$807.2K
  • ELI LILLY & CO$256.7K
  • ISHARES TR$220.0K
  • FAIR ISAAC CORP$215.1K
Show all 9

Exited Positions

  • HONEYWELL INTL INC$1.0M
  • SELECT SECTOR SPDR TR$202.0K
Show all 2
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 MICROSOFT CORP MSFT 594918104 $12.4M 6.42% 33,331 SH
2 VANGUARD BD INDEX FDS VUSB 92203C303 $11.8M 6.08% 236,587 SH
3 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $9.7M 5.01% 191,705 SH
4 COSTCO WHOLESALE CORPORATION COST 22160K105 $9.5M 4.91% 10,155 SH
5 VANGUARD INSTL INDEX FD VBIL 922040845 $8.7M 4.49% 114,851 SH
6 APPLE INC AAPL 037833100 $8.5M 4.38% 29,326 SH
7 BROADCOM INC AVGO 11135F101 $6.7M 3.44% 17,619 SH
8 AMAZON COM INC AMZN 023135106 $5.9M 3.02% 24,570 SH
9 ISHARES TR IBB 464287556 $4.8M 2.47% 25,150 SH
10 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $4.4M 2.26% 8,762 SH
11 ALPHABET INC GOOG 02079K107 $4.4M 2.26% 12,386 SH
12 J P MORGAN EXCHANGE TRADED F JSCP 46641Q274 $3.4M 1.75% 71,860 SH
13 VANGUARD INDEX FDS VOO 922908363 $3.2M 1.66% 4,694 SH
14 PACCAR INC PCAR 693718108 $3.1M 1.61% 26,004 SH
15 STARBUCKS CORP SBUX 855244109 $3.1M 1.61% 30,560 SH
16 WASTE MGMT INC DEL WM 94106L109 $2.8M 1.44% 12,516 SH
17 INTEL CORP INTC 458140100 $2.8M 1.43% 19,840 SH
18 RTX CORPORATION RTX 75513E101 $2.7M 1.42% 14,485 SH
19 INVESCO EXCH TRADED FD TR II PSCT 46138E115 $2.5M 1.29% 27,020 SH
20 SNAP ON INC SNA 833034101 $2.5M 1.27% 6,111 SH
21 STRYKER CORPORATION SYK 863667101 $2.4M 1.26% 7,706 SH
22 SELECT SECTOR SPDR TR XLB 81369Y100 $2.4M 1.24% 47,426 SH
23 NOVO-NORDISK A S NVO 670100205 $2.3M 1.18% 47,650 SH
24 L3HARRIS TECHNOLOGIES INC LHX 502431109 $2.2M 1.15% 7,683 SH
25 NEXTERA ENERGY INC NEE 65339F101 $2.2M 1.12% 24,770 SH
26 COCA COLA CO KO 191216100 $2.1M 1.11% 26,262 SH
27 AUTOMATIC DATA PROCESSING IN ADP 053015103 $2.1M 1.07% 9,205 SH
28 BLACKROCK INC BLK 09290D101 $2.0M 1.04% 2,088 SH
29 CHEVRON CORPORATION CVX 166764100 $2.0M 1.02% 11,893 SH
30 J P MORGAN EXCHANGE TRADED F JMST 46641Q654 $1.9M 0.96% 36,589 SH
31 SCHWAB STRATEGIC TR FNDX 808524771 $1.8M 0.95% 59,391 SH
32 AIR PRODUCTS AND CHEMICALS I APD 009158106 $1.7M 0.88% 5,844 SH
33 PROCTER & GAMBLE CO PG 742718109 $1.7M 0.88% 11,563 SH
34 VANGUARD WORLD FD VFH 92204A405 $1.6M 0.84% 12,333 SH
35 JANUS DETROIT STR TR JAAA 47103U845 $1.6M 0.84% 31,943 SH
36 VISA INC V 92826C839 $1.6M 0.82% 4,618 SH
37 ABBOTT LABORATORIES ABT 002824100 $1.6M 0.81% 17,297 SH
38 ABRDN SILVER ETF TRUST SIVR 003264108 $1.5M 0.75% 26,000 SH
39 PHILLIPS 66 PSX 718546104 $1.4M 0.74% 8,428 SH
40 CISCO SYS INC CSCO 17275R102 $1.4M 0.74% 12,120 SH
41 SHELL PLC SHEL 780259305 $1.4M 0.72% 17,978 SH
42 PEPSICO INC PEP 713448108 $1.3M 0.69% 9,855 SH
43 BRISTOL-MYERS SQUIBB CO BMY 110122108 $1.3M 0.68% 22,964 SH
44 ETFS GOLD TR SGOL 00326A104 $1.3M 0.68% 34,550 SH
45 UNITEDHEALTH GROUP INC UNH 91324P102 $1.3M 0.68% 3,146 SH
46 DANAHER CORP DEL DHR 235851102 $1.3M 0.66% 6,693 SH
47 VANGUARD MUN BD FDS VTEB 922907746 $1.3M 0.65% 24,945 SH
48 VANGUARD INSTL INDEX FD VGUS 922040852 $1.2M 0.63% 16,183 SH
49 NVIDIA CORPORATION NVDA 67066G104 $1.2M 0.62% 6,016 SH
50 CONOCOPHILLIPS COP 20825C104 $1.2M 0.60% 11,263 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-22 $193.6M 108 0001275880-26-000004
2026-03-31 2026-04-23 $184.2M 101 0001275880-26-000003
2025-12-31 2026-02-12 $188.6M 99 0001275880-26-000002