HARBOR ADVISORY CORP /MA/
CIK: 0001100710SEC EDGAR →
Portfolio Value
$330.6M
Holdings
78
As of
Q4 2025
New Positions
1
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 34,465 | $21.6M | 6.54% |
| 2 | ALPHABET INC | 63,147 | $19.8M | 5.98% |
| 3 | FIRST TR EXCHANGE-TRADED FD | 326,213 | $15.0M | 4.53% |
| 4 | AMAZON COM INC | 64,015 | $14.8M | 4.47% |
| 5 | VANGUARD INTL EQUITY INDEX F | 170,781 | $14.3M | 4.32% |
| 6 | VANGUARD INTL EQUITY INDEX F | 233,793 | $12.6M | 3.80% |
| 7 | APPLE INC | 44,037 | $12.0M | 3.62% |
| 8 | BERKSHIRE HATHAWAY INC DEL | 23,777 | $12.0M | 3.62% |
| 9 | VANGUARD INDEX FDS | 44,096 | $11.4M | 3.44% |
| 10 | ISHARES TR | 16,218 | $11.1M | 3.36% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 46 | $210.4M | 63.7% |
| Technology | 7 | $25.2M | 7.6% |
| Healthcare | 6 | $21.9M | 6.6% |
| Communication Services | 2 | $21.5M | 6.5% |
| Consumer Cyclical | 4 | $19.5M | 5.9% |
| Unknown | 3 | $12.6M | 3.8% |
| Utilities | 3 | $9.9M | 3.0% |
| Consumer Defensive | 3 | $5.7M | 1.7% |
| Energy | 2 | $3.2M | 1.0% |
| Industrials | 2 | $789K | 0.2% |