Harbor Group, Inc.
Annual return '25
+17.3%
SPY '25
+17.7%
Alpha
-0.4ptsvs SPY
Invested
$692.5M
Holdings
116
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$JCPB
J P MORGAN EXCHANGE TRADED F
Q1 2026: Exited (was 1.02M shares)
7.3%
02
$FBND
FIDELITY MERRIMACK STR TR
Q1 2026: Exited (was 1.03M shares)
7.2%
03
$FLQM
FRANKLIN TEMPLETON ETF TR
Q1 2026: Exited (was 826.7k shares)
7.2%
04
$BKCI
BNY MELLON ETF TRUST
Q1 2026: Exited (was 944.3k shares)
7.0%
05
$MOAT
VANECK ETF TRUST
Q1 2026: Exited (was 471.9k shares)
6.8%
06
$PVAL
PUTNAM ETF TRUST
Q1 2026: Exited (was 848.3k shares)
5.8%
07
$IQLT
ISHARES TR
Q1 2026: Exited (was 837.5k shares)
5.6%
08
$SPYV
SPDR SERIES TRUST
Q1 2026: Exited (was 490.7k shares)
4.0%
09
$AVUV
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 228.4k shares)
3.6%
10
$IJH
ISHARES TR
Q1 2026: Exited (was 349.2k shares)
3.4%
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 12:12 UTC.