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Home > Institutional Investor > Harbor Investment Advisory, Llc > Profile

Instuitional Investor - Harbor Investment Advisory, Llc

Fund Profile
Filing Period:
Fund Name: Harbor Investment Advisory, Llc
Portfolio Value $1,470,894,664
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Marriott International Inc
 MAR 531,857 $189,165,716 12.86%
2.
Apple Inc.
 AAPL 316,766 $105,489,390 7.17%
3.
Amazon Com Inc
 AMZN 231,490 $57,675,636 3.92%
4.
Alphabet Inc.
 GOOGL 167,535 $57,645,544 3.92%
5.
Microsoft Corp
 MSFT 97,408 $49,960,667 3.4%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.