Harbor Investment Advisory, LLC has filed its 13F form on July 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.14 Billion distributed in 1306 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Marriott International Inc with a value of $136M, Berkshire Hathaway Inc Class B with a value of $90.9M, Apple Inc. with a value of $76.7M, Microsoft Corp with a value of $64.9M, and Amazon Com Inc with a value of $57.9M.
Examining the 13F form we can see an decrease of $3.15M in the current position value, from $1.14B to 1.14B.
Below you can find more details about Harbor Investment Advisory, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.14 Billion
Technology: $250 Million
ETFs: $243 Million
Consumer Cyclical: $232 Million
Financial Services: $170 Million
Healthcare: $78.8 Million
Communication Services: $75.7 Million
Industrials: $27.6 Million
Consumer Defensive: $22.7 Million
Other: $39.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions