Harbour Investments, Inc.
Annual return '25
+17.3%
SPY '25
+17.7%
Alpha
-0.4ptsvs SPY
Invested
$6.9B
Holdings
4,648
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD S&P 500 ETF
Held since at least Q1 2024
3.6%
02
$NDQ
INVESCO QQQ TRUST SERIES I
Held since at least Q1 2024
2.5%
03
$SDVY
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
Held since at least Q1 2024
2.3%
04
$AAPL
APPLE INC COM
Q1 2026: Sold 9.9% (344.2k → 310.2k shares)
1.8%
05
$UCON
FIRST TRUST SMITH UNCONSTRAINED BOND ETF
Held since at least Q1 2024
1.6%
06
$AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
Held since at least Q1 2024
1.4%
07
$BUFR
FT VEST LADDERED BUFFER ETF
Held since at least Q1 2024
1.4%
08
$IJH
ISHARES CORE S&P MID-CAP ETF
Held since at least Q1 2024
1.3%
09
$IVV
ISHARES CORE S&P 500 ETF
Held since at least Q1 2024
1.2%
10
$CGCP
CAPITAL GROUP CORE PLUS INCOME ETF
Held since at least Q1 2024
1.1%
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 10:23 UTC.