Harbour Trust & Investment Management Co
Annual return '25
+16.3%
SPY '25
+17.7%
Alpha
-1.4ptsvs SPY
Invested
$1.9B
Holdings
155
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
Nvidia Corp.
Held since at least Q1 2024
14.2%
02
$AAPL
Apple, Inc.
Held since at least Q1 2024
5.3%
03
$GOOG
Alphabet Inc Class C
Held since at least Q1 2024
4.8%
04
$COST
Costco Wholesale Corp
Held since at least Q1 2024
3.2%
05
$JPM
JPMorgan Chase & Co.
Held since at least Q1 2024
2.9%
06
$OEF
iShares S&P 100
Held since at least Q1 2024
2.8%
07
$MSFT
Microsoft Corp
Held since at least Q1 2024
2.7%
08
$IJR
S&P Smallcap 600 Index Fund I Shares
Held since at least Q1 2024
2.6%
09
$BRK/B
Berkshire Hathaway Inc Cl B
Held since at least Q1 2024
2.4%
10
$IJH
S&P Midcap 400 Index Fund I Shares
Held since at least Q1 2024
2.4%
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 10:43 UTC.