DOSSIER · 13F-HR · Q1 2026

HARBOR INVESTMENT ADVISORY, LLC

HARBOR INVESTMENT ADVISORY's family office based in London, UK — $1.3B in tracked AUM across 1,233 positions as of Q1 2026.

HI

HARBOR INVESTMENT ADVISORY·London, UK·Family Office

CIK 0001468792 · last filed Mar 31, 2026

Total AUM

$1.3B

▲ 11.8%

vs prior

Holdings

1,233

—

positions

Whale Score

52

52

tracked

Activity

—

no data

changes this Q

Top sector

Tech

9% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of Harbor Investment Advisory, LLC 13F Filing

Portfolio Overview

Harbor Investment Advisory, LLC manages a substantial portfolio valued at approximately $1.33 billion as of December 31, 2025, representing a growth of 10.0% from the previous quarter's $1.21 billion. The portfolio exhibits a high degree of diversification, comprising 1,230 individual holdings. This suggests a "core and satellite" approach where the firm utilizes a broad mix of individual securities and...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

MARRIOTT INTL INC NEW CL A

$175M534K13.7%

02

APPLE INC COM

$82M323K6.5%

03

ALPHABET INC CAP STK CL A

$49M171K3.9%

04

AMAZON COM INC COM

$48M231K3.8%

05

MICROSOFT CORP COM

$35M95K2.8%

06

BERKSHIRE HATHAWAY INC DEL CL B NEW

$31M64K2.4%

07

ALPHABET INC CAP STK CL C

$18M64K1.5%

08

JPMORGAN CHASE & CO COM

$16M56K1.3%

09

ISHARES CORE S&P 500 ETF

$16M25K1.3%

10

SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST

$16M170K1.2%

Filing history

Filing history loading…