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Home > Institutional Investor > Harbor Advisory Corp > Profile

Instuitional Investor - Harbor Advisory Corp

Fund Profile
Filing Period:
Fund Name: Harbor Advisory Corp
Portfolio Value $304,437,390
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 35,595 $19,178,942 6.29%
2.
Alphabet Inc.
 GOOGL 68,796 $13,023,083 4.27%
3.
Apple Inc.
 AAPL 51,420 $12,876,596 4.22%
4.
Berkshire Hathaway Inc
 BRK.A 25,592 $11,600,342 3.81%
5.
Ishares Trust
 IEF 18,759 $11,043,048 3.62%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)