Institutions / Harbor Advisory Corp /Ma

Harbor Advisory Corp /Ma

CIK 1100710 ยท Institution ยท as of Mar 31, 2026
Portfolio value
$332.77M
Positions
79
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$332.77M+0.7%
$332.77M$331.67M$330.57MQ4 '25Q1 '26

Positions

79+1.3%
797978Q4 '25Q1 '26

Top holdings

CompanyClassValueShares% of portfolio
Vanguard Index Fdsโ€”$19.40M32,4715.8%
Alphabet Inc.โ€”$15.04M52,3014.5%
First Tr Exchange-Traded Fdโ€”$14.43M322,0074.3%
Vanguard Intl Equity Index Fโ€”$14.19M172,1604.3%
iShares Trโ€”$13.77M203,8724.1%
Vanguard Intl Equity Index Fโ€”$12.95M239,5403.9%
Amazon.com Incโ€”$12.89M61,8753.9%
iShares Trโ€”$12.24M98,4933.7%
J P Morgan Exchange Traded Fโ€”$12.10M262,6183.6%
Warren E. Buffettโ€”$10.59M22,0973.2%
Apple Inc.โ€”$10.29M40,5423.1%
iShares Trโ€”$10.21M31,0723.1%
iShares Trโ€”$9.90M15,1633.0%
Vanguard Index Fdsโ€”$8.76M33,4492.6%
Brookfield Infrastructure Partners LPโ€”$8.55M236,6062.6%
Microsoft Corpโ€”$8.15M22,0202.4%
iShares Incโ€”$7.86M113,5632.4%
Cisco Systems, Inc.โ€”$7.72M99,5182.3%
Johnson & Johnsonโ€”$7.25M29,6742.2%
Vanguard Index Fdsโ€”$7.16M24,9242.2%
JPMorgan Chase & Coโ€”$6.79M23,0862.0%
Vanguard Admiral Fds Incโ€”$5.65M49,4451.7%
State Street SPDR S&P Oil & Gas Exploration & Production ETFโ€”$5.59M181,4901.7%
iShares Trโ€”$5.45M215,2771.6%
iShares Trโ€”$5.16M65,8111.6%

Activity

InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
DateActionCompanyValueShares ฮ”Position afterImpact
Q1 2026
as of
New46641Q159
Common stock
$12.10M+263K
262,618
3.64% of portfolio
medium
Q1 2026
as of
AddCisco Systems, Inc.
Common stock
$4.36M+56K
+129.54%
99,518
2.32% of portfolio
low
Q1 2026
as of
Add464287507
Common stock
$4.11M+61K
+42.55%
203,872
4.14% of portfolio
low
Q1 2026
as of
TrimAlphabet Inc.
Common stock
$-3.12M-11K
-17.18%
52,301
4.52% of portfolio
low
Q1 2026
as of
Trim922908629
Common stock
$-2.94M-10K
-29.09%
24,924
2.15% of portfolio
low
Q1 2026
as of
Trim922908751
Common stock
$-2.79M-11K
-24.15%
33,449
2.63% of portfolio
low
Q1 2026
as of
Add464287804
Common stock
$2.46M+20K
+25.14%
98,493
3.68% of portfolio
low
Q1 2026
as of
AddMicrosoft Corp
Common stock
$2.10M+6K
+34.67%
22,020
2.45% of portfolio
low
Q1 2026
as of
TrimState Street SPDR S&P Oil & Gas Exploration & Production ETF
Common stock
$-1.65M-54K
-22.77%
181,490
1.68% of portfolio
low
Q1 2026
as of
Trim922908363
Common stock
$-1.19M-2K
-5.79%
32,471
5.83% of portfolio
low