PH
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Private Harbour Investment Management & Counsel, LLC13F | |
| Private Harbour Investment Management & Counsel, L | |
| Last update 2025-04-23 | 39 Stocks (2 new) |
| Value $90.00 Mil | Turnover 5 % |
Private Harbour Investment Man... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IAU | iShares Gold Trust | 199,461 | 11,760.2 | -4.05% | 13.050 | -0.46% | 0.030 | -0.76% | +29.47% | 48,426.3 | ||
NVDA | NVIDIA Corp | 58,208 | 6,308.6 | -11.34% | 7.000 | -1.09% | 0.000 | +78.29% | +28.68% | 4,213,435.8 | Semiconductors | |
XOM | Exxon Mobil Corp | 43,906 | 5,221.7 | -5.81% | 5.800 | -0.32% | 0.000 | +3.81% | +2.58% | 467,022.6 | Oil & Gas | |
PDBC |
Invesco Optimum Yield Diversified Commodity
Invesco Optimum Yield Diversified Commodity
| 337,698 | 4,602.8 | -10.97% | 5.110 | -0.59% | 0.100 | +5.00% | +3.39% | 4,560.2 | ||
MSFT | Microsoft Corp | 11,906 | 4,469.4 | -5.22% | 4.960 | -0.30% | 0.000 | +42.36% | +21.54% | 3,792,975.8 | Software | |
CHKP |
Check Point Software Technologies Ltd
Check Point Software Technologies Ltd
| 18,080 | 4,120.8 | -4.86% | 4.570 | -0.19% | 0.020 | +5.93% | +17.65% | 23,803.1 | Software | |
AAPL | Apple Inc | 18,067 | 4,013.2 | -8.01% | 4.450 | -0.43% | 0.000 | +10.65% | -14.55% | 3,188,201.4 | Hardware | |
SLV | iShares Silver Trust | 124,193 | 3,848.7 | New Holding | 4.270 | +4.27% | 0.030 | +18.85% | +34.47% | 18,488.1 | ||
GOOGL | Alphabet Inc | 18,261 | 2,823.9 | -6.81% | 3.130 | -0.28% | 0.000 | +28.18% | +0.11% | 2,299,073.4 | Interactive Media | |
TJX | TJX Companies Inc | 22,858 | 2,784.1 | -6.53% | 3.090 | -0.21% | 0.000 | +0.24% | +3.19% | 138,202.5 | Retail - Cyclical |
Private Harbour Investment Management & Counsel, LLC's Historical Top Holdings Breakdowns
Private Harbour Investment Management & Counsel, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SLV | iShares Silver Trust | 2025-03-31 | New Buy New Buy | +4.27% | 26.93 ($29.06) 31.32 | $35.41 | 21.83% | New holding | 124,193 | 124,193 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -1.09% | 106.98 ($126.74) 149.43 | $172.96 | 36.47% | Reduce -11.34% | 58,208 | -7,445 | |
PDBC |
Invesco Optimum Yield Diversified Commodity
Invesco Optimum Yield Diversified Commodity
| 2025-03-31 | Reduce Reduce | -0.59% | 13.05 ($13.45) 13.97 | $13.43 | -0.15% | Reduce -10.97% | 337,698 | -41,616 | |
IAU | iShares Gold Trust | 2025-03-31 | Reduce Reduce | -0.46% | 49.74 ($54.09) 58.96 | $64.10 | 18.51% | Reduce -4.05% | 199,461 | -8,416 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.43% | 209.68 ($231.67) 247.1 | $213.50 | -7.85% | Reduce -8.01% | 18,067 | -1,573 | |
XOM | Exxon Mobil Corp | 2025-03-31 | Reduce Reduce | -0.32% | 105.44 ($110.59) 118.93 | $108.49 | -1.90% | Reduce -5.81% | 43,906 | -2,709 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.30% | 375.39 ($407.71) 447.2 | $510.40 | 25.19% | Reduce -5.22% | 11,906 | -656 | |
GOOGL | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.28% | 154.33 ($181.36) 206.38 | $188.98 | 4.20% | Reduce -6.81% | 18,261 | -1,335 | |
NEM | Newmont Corp | 2025-03-31 | New Buy New Buy | +0.25% | 37.79 ($43.9) 48.39 | $60.38 | 37.53% | New holding | 4,651 | 4,651 | |
TJX | TJX Companies Inc | 2025-03-31 | Reduce Reduce | -0.21% | 112.81 ($121.39) 126.16 | $123.92 | 2.08% | Reduce -6.53% | 22,858 | -1,598 |
Private Harbour Investment Management & Counsel, LLC Total Holding History ($B)
Private Harbour Investment Management & Counsel, LLC's Asset Allocation
Private Harbour Investment Management & Counsel, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Private Harbour Investment Management & Counsel, LLC's Hypothetical Growth since 2025-03-31
Private Harbour Investment Management & Counsel, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Private Harbour Investment Management & Counsel, LLC's Holdings Heat Map
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Private Harbour Investment Management & Counsel, LLC's Holdings Bubble Chart
Private Harbour Investment Management & Counsel, LLC News
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