Harbor Group, Inc. Portfolio Holdings

Harbor Group, Inc.

  • $555 Million
  • Q2 2025

Harbor Group, Inc. has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $555 Million distributed in 100 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Bny Mellon ETF Tr Concentrated with a value of $44.9M, J P Morgan Exchange Traded Fd with a value of $44.8M, Fidelity Merrimack Str Tr Tota with a value of $44.3M, Vaneck Morningstar Wide Moat E with a value of $37.5M, and Franklin Templeton ETF Tr Libe with a value of $34.5M.

Examining the 13F form we can see an increase of $58M in the current position value, from $497M to 555M.

Below you can find more details about Harbor Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $555 Million
ETFs: $432 Million
Technology: $7.15 Million
Financial Services: $4.66 Million
Industrials: $4.22 Million
Healthcare: $1.68 Million
Communication Services: $1.21 Million
Consumer Cyclical: $765,000
Consumer Defensive: $584,000
Other: $811,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $555 Million
  • Prior Value $497 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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