Marble Harbor Investment Counsel, LLC has reported a total of $1.02 billion in assets under management (AUM) as of September 30, 2026. This filing is significant as it reflects the company's ongoing strategy and performance in the investment management sector.

The report, filed on November 6, 2026, shows that Marble Harbor has a diverse portfolio, including substantial investments in major companies such as Apple Inc., Amazon.com Inc., and Alphabet Inc. This diversification is essential in the competitive landscape of investment management, where firms strive to maximize returns for their clients.

Background

Marble Harbor Investment Counsel, LLC is an investment management firm based in Boston, Massachusetts. The company operates under the Central Index Key (CIK) 0001387130 and falls into the category of investment management. Their recent filings include several 13F-HR forms, with the latest being on November 6, 2026, detailing their holdings as of the end of September 2026.

What the Filing Says

The filing reveals that Marble Harbor has reported a total of 192 different securities in its portfolio, with a total value of $1,017,453,028. The firm has been actively managing its investments, as indicated by the variety of companies included in its holdings.

Impact

This update may affect various stakeholders, including clients of Marble Harbor who rely on the firm's investment strategies for their financial growth. Additionally, the report provides insights into the competitive dynamics within the investment management industry, where firms like Marble Harbor compete for market share and client trust.

What's Next

The filing does not say what happens next for Marble Harbor Investment Counsel, LLC. However, the firm is expected to continue monitoring its investments and may provide further updates in future filings.