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CIK: 0001100710
Total reported value
$373.7M
$373.7M
83 檔
18.2%
During the Q1 2025 filing period, Harbor Advisory CORP /ma/ (CIK: 0001100710) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $373.7M across 83 reported positions.
In Q1 2025, Harbor Advisory CORP /ma/ displayed an active expansion posture, initiating 83 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.05% | -0.36% | -1.49% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.54% | +0.61% | -0.74% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.36% | +0.01% | +37.67% | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 4.06% | -0.05% | +2.11% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.79% | -0.03% | -1.08% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.61% | +0.01% | +2.11% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.60% | +0.04% | +0.83% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.58% | +0.11% | +3.59% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.01% | +0.59% | +5.32% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 2.99% | -0.13% | +3.81% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.77% | -0.10% | -0.50% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.72% | -0.06% | +4.76% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.66% | +0.43% | +6.44% | |
| 14 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 2.55% | -0.22% | -3.63% | |
| 15 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 2.51% | -0.23% | -0.25% | |
| 16 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-Emerging Markets | 2.22% | — | +5.46% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 2.06% | -0.18% | +0.45% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.97% | -0.21% | -2.02% | |
| 19 | FTSL | First Trust Senior Loan ETF | ETF-Other | 1.96% | -0.41% | +10.23% | |
| 20 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.93% | — | -1.82% | |
| 21 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.87% | — | — | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 1.65% | +0.01% | -1.94% | |
| 23 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 1.64% | +0.03% | — | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.50% | -0.30% | — | |
| 25 | ABT | Abbott Laboratories | Stock-Healthcare | 1.44% | -0.16% | -2.09% | |
| 26 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.43% | +0.01% | +1.44% | |
| 27 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.41% | -0.03% | +7.46% | |
| 28 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 1.37% | — | — | |
| 29 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.36% | — | +0.49% | |
| 30 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 1.30% | +0.06% | — | |
| 31 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.19% | -0.02% | — | |
| 32 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.13% | +0.15% | +5.22% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 1.10% | -0.10% | — | |
| 34 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.08% | +0.07% | — | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.92% | +0.41% | -0.45% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.86% | -0.04% | — | |
| 37 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.80% | — | -2.40% | |
| 38 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.72% | -0.03% | — | |
| 39 | HYBL | Ss Blackstone High Inc ETF | ETF-Other | 0.72% | — | — | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.69% | -0.04% | — | |
| 41 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.67% | -0.09% | +9.06% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.62% | -0.22% | +11.59% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.60% | -0.09% | — | |
| 44 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.58% | -0.02% | +14.96% | |
| 45 | PFE | Pfizer Inc | Stock-Healthcare | 0.57% | -0.41% | -34.23% | |
| 46 | XSD | Ss Spdr S&p Semiconductor | ETF-Other | 0.53% | +0.39% | — | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.51% | -0.06% | — | |
| 48 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.51% | +0.04% | — | |
| 49 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.50% | — | -0.47% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.50% | -0.02% | — |
According to official SEC Form 13F filings, Harbor Advisory CORP /ma/ reported a total U.S. public equity portfolio value of $373.7M across 83 disclosed positions in Q1 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, BRK-B, AMZN) accounted for 18.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
VOO
市值: $18.0M
During Q1 2025, Harbor Advisory CORP /ma/'s top holdings by market value included VOO (6.0%)、BRK-B (4.5%)、AMZN (4.4%). The largest single position, VOO, represented 6.0% of total portfolio value.
In Q1 2025, Harbor Advisory CORP /ma/ made 83 total portfolio adjustments, initiating 83 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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