Harbor Investment Advisory, LLC
Annual return '25
+15.6%
SPY '25
+17.7%
Alpha
-2.1ptsvs SPY
Invested
$1.3B
Holdings
1,227
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 2 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MAR
MARRIOTT INTL INC NEW CL A
Held since at least Q1 2024
13.7%
02
$AAPL
APPLE INC COM
Held since at least Q1 2024
6.5%
03
$GOOGL
ALPHABET INC CAP STK CL A
Held since at least Q1 2024
3.9%
04
$AMZN
AMAZON COM INC COM
Held since at least Q1 2024
3.8%
05
$MSFT
MICROSOFT CORP COM
Held since at least Q1 2024
2.8%
06
$BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
Held since at least Q1 2024
2.4%
07
$GOOG
ALPHABET INC CAP STK CL C
Held since at least Q1 2024
1.5%
08
$JPM
JPMORGAN CHASE & CO COM
Held since at least Q1 2024
1.3%
09
$IVV
ISHARES CORE S&P 500 ETF
Held since at least Q1 2024
1.3%
10
$GLDM
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
Held since at least Q1 2024
1.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:37 UTC.