Private Harbour Investment Management & Counsel, LLC — 13F Holdings & Portfolio

CIK 1453526 · latest 13F-HR filed 2026-08-04

Private Harbour Investment Management & Counsel, LLC manages $84.3M in 13F-reported U.S. long-equity assets across 36 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IAU (16.13%), NVDA (7.81%), SLV (6.15%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 1, added to 10, and trimmed 15.

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
377 TROUBADOUR DR.
SAGAMORE HILLS, OH 44067
Phone
(216) 292-5700
Filing Manager
Private Harbour Investment Management & Counsel, LLC
SAGAMORE HILLS, OH
Signatory
James A Blue
President
Loading holdings…
AUM

$84.3M

Long-equity book

Holdings

36

Distinct positions

Period

2026-06-30

Filed 2026-08-04

Q/Q Activity

+1 / −1 / ↑10 / ↓15

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • EATON CORP PLC$632.8K +18.7%
  • APPLE INC$560.1K +13.8%
  • WESCO INTL INC$533.6K +25.9%
  • NVIDIA CORPORATION$425.9K +6.9%
  • AMAZON COM INC$407.2K +14.9%
Show all 10 →

Top Trims

  • ISHARES GOLD TR-$2.4M -15.0%
  • ISHARES SILVER TR-$1.4M -21.8%
  • CHEVRON CORPORATION-$1.2M -48.4%
  • EXXON MOBIL CORP-$914.1K -19.7%
  • ZOETIS INC-$538.3K -38.2%
Show all 15 →

New Positions

  • WATERS CORP$230.7K
Show all 1 →

Exited Positions

  • INTEL CORP$1.4M
Show all 1 →
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 ISHARES GOLD TR IAU 464285204 $13.6M 16.13% 180,105 SH
2 NVIDIA CORPORATION NVDA 67066G104 $6.6M 7.81% 32,913 SH
3 ISHARES SILVER TR SLV 46428Q109 $5.2M 6.15% 96,878 SH
4 ALPHABET INC GOOGL 02079K305 $4.8M 5.74% 13,544 SH
5 APPLE INC AAPL 037833100 $4.6M 5.49% 16,004 SH
6 MICROSOFT CORP MSFT 594918104 $4.5M 5.31% 12,008 SH
7 EATON CORP PLC ETN G29183103 $4.0M 4.76% 9,417 SH
8 EXXON MOBIL CORP XOM 30231G102 $3.7M 4.41% 27,220 SH
9 AMAZON COM INC AMZN 023135106 $3.1M 3.73% 13,175 SH
10 WESCO INTL INC WCC 95082P105 $2.6M 3.08% 7,515 SH
11 WALMART INC WMT 931142103 $2.5M 2.96% 22,034 SH
12 SPDR GOLD TR GLD 78463V107 $2.4M 2.87% 6,573 SH
13 VERTEX PHARMACEUTICALS INC VRTX 92532F100 $2.2M 2.59% 4,395 SH
14 CHECK POINT SOFTWARE TECH LT CHKP M22465104 $2.1M 2.52% 16,170 SH
15 PROCTER & GAMBLE CO PG 742718109 $2.1M 2.44% 14,025 SH
16 PEPSICO INC PEP 713448108 $2.0M 2.39% 14,897 SH
17 VISA INC V 92826C839 $1.9M 2.26% 5,546 SH
18 APTARGROUP INC ATR 038336103 $1.6M 1.84% 12,402 SH
19 TJX COS INC NEW TJX 872540109 $1.4M 1.62% 9,009 SH
20 PROSHARES TR PSQ 74349Y837 $1.3M 1.57% 52,665 SH
21 CHEVRON CORPORATION CVX 166764100 $1.3M 1.56% 7,917 SH
22 STRYKER CORPORATION SYK 863667101 $1.2M 1.47% 3,927 SH
23 L3HARRIS TECHNOLOGIES INC LHX 502431109 $1.2M 1.42% 4,118 SH
24 ABBOTT LABORATORIES ABT 002824100 $1.2M 1.38% 12,817 SH
25 WEC ENERGY GROUP INC WEC 92939U106 $966.9K 1.15% 8,280 SH
26 ALPHABET INC GOOG 02079K107 $940.2K 1.12% 2,661 SH
27 STERIS PLC STE G8473T100 $936.4K 1.11% 4,447 SH
28 ZOETIS INC ZTS 98978V103 $869.9K 1.03% 12,106 SH
29 BECTON DICKINSON & CO BDX 075887109 $834.0K 0.99% 5,511 SH
30 VANGUARD MALVERN FDS VTIP 922020805 $626.4K 0.74% 12,470 SH
31 ISHARES TR TIP 464287176 $531.3K 0.63% 4,855 SH
32 NEWMONT CORP NEM 651639106 $422.9K 0.50% 4,528 SH
33 TESLA INC TSLA 88160R101 $336.5K 0.40% 800 SH
34 AFLAC INC AFL 001055102 $234.5K 0.28% 2,000 SH
35 ENTERPRISE PRODS PARTNERS L EPD 293792107 $231.6K 0.27% 6,300 SH
36 WATERS CORP WAT 941848103 $230.7K 0.27% 615 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-04 $84.3M 36 0001453526-26-000007
2026-03-31 2026-04-30 $91.1M 36 0001453526-26-000005
2025-12-31 2026-02-17 $95.6M 37 0001453526-26-000004