Harbor Advisory Corp /Ma/ 13F Filing for Q1 2026

Top Buys

Q1 2026

1. JPIE Jpmorgan Income Etf

+$12.1 M

2. CSCO Cisco Systems

+$4.36 M

3. IJH Ishares Core S&P Mid-Cap Etf

+$4.11 M

4. IJR Ishares Core S&P Small Cap Etf

+$2.46 M

5. MSFT Microsoft Corporation

+$2.1 M

Top Sells

Q1 2026

1. GOOGL Alphabet

−$3.12 M

2. VO Vanguard Mid-Cap Etf

−$2.94 M

3. VB Vanguard Small-Cap Etf

−$2.79 M

4. FLRN Spdr Bloomberg Investment Grade Floating Rate Etf

−$1.65 M

5. VOO Vanguard S&P 500 Etf

−$1.19 M

Stocks/ETFs

+0.67%

$332.77 M 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

$0 0.00%

Harbor Advisory Corp /Ma/ filed its 13F report for Q1 2026 on May 07, 2026. The portfolio totaled 332.77 M reflecting a +0.67% change from the prior quarter, spanning 79 assets. The top 10 holdings comprised 41.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 4 new positions and 3 complete exits.

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FAQs for Harbor Advisory Corp /Ma/’s Q1 2026 Filing

Harbor Advisory Corp /Ma/ submitted their Form 13F-HR for the Q1 2026 period on 05/07/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Harbor Advisory Corp /Ma/ reported a managed portfolio value of 332.77 M, consisting of 79 individual positions.

This page displays the raw filing documents. To see which stocks Harbor Advisory Corp /Ma/ bought or sold during Q1 2026, please visit Harbor Advisory Corp /Ma/'s Portfolio Analysis page.

Harbor Advisory Corp /Ma/ - Q1 2026 13F Filings