Harbor Investment Advisory, LLC has filed its 13F form on April 12, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.14 Billion distributed in 1339 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Marriott International Inc with a value of $160M, Berkshire Hathaway Inc Class B with a value of $94.1M, Apple Inc. with a value of $62.2M, Microsoft Corp with a value of $61.5M, and Hubspot Inc with a value of $56.1M.
Examining the 13F form we can see an increase of $109M in the current position value, from $1.03B to 1.14B.
Also it can be appreciated an additional of 214 stocks purchases and 3 closed positions.
Below you can find more details about Harbor Investment Advisory, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.14 Billion
Consumer Cyclical: $256 Million
ETFs: $245 Million
Technology: $231 Million
Financial Services: $176 Million
Healthcare: $78.5 Million
Communication Services: $65.6 Million
Industrials: $29 Million
Consumer Defensive: $22.4 Million
Other: $39.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions