Private Harbour Investment Management & Counsel, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $87.7 Million distributed in 39 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $11.8M, Nvidia Corp with a value of $6.31M, Exxon Mobil Corp with a value of $5.22M, Invesco Act Mge Et Cmdt Fd Tr with a value of $4.6M, and Microsoft Corp with a value of $4.47M.

Examining the 13F form we can see an decrease of $1.28M in the current position value, from $89M to 87.7M.

Below you can find more details about Private Harbour Investment Management & Counsel, LLC portfolio as well as his latest detailed transactions.

Portfolio value $87.7 Million
ETFs: $24.5 Million
Technology: $19.3 Million
Healthcare: $10.6 Million
Energy: $7.83 Million
Consumer Defensive: $7.35 Million
Consumer Cyclical: $5.77 Million
Industrials: $4.97 Million
Communication Services: $3.6 Million
Other: $3.79 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $87.7 Million
  • Prior Value $89 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
Track This Portfolio

Track Private Harbour Investment Management & Counsel, LLC Portfolio

Follow Private Harbour Investment Management & Counsel, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Harbour Investment Management & Counsel, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Harbour Investment Management & Counsel, LLC with notifications on news.