Harbor Group, Inc.
Sector Allocation
- Other88.0%$747.4M
- Consumer Discretionary7.6%$64.5M
- Technology2.4%$20.0M
- Industrials0.8%$6.8M
- Financials0.7%$5.9M
- Healthcare0.2%$1.8M
- Energy0.2%$1.3M
- Consumer Staples0.1%$723,964
- Materials0.0%$321,156
- Communication Services0.0%$302,147
AUM History
13fpro.ai/research/fund/harbor-group-inc-1840486
Conviction and streaks
Stable · top 10 = 56.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
TPR
$63.7M- FRANKLIN$55.2M
- BNY$54.7M
- VANECK$53.5M
- J$50.8M
- FIDELITY$50.2M
- PUTNAM$47.0M
- ISHARES$44.6M
- SPDR$31.2M
- T$30.3M
- SCHWAB$25.9M
- AMERICAN$25.9M
- SPDR$25.4M
- ISHARES$24.1M
- ISHARES$24.0M
- ISHARES$21.2M
- NOMURA$17.1M
- SCHWAB$16.0M
- VANGUARD$15.8M
- J$15.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/harbor-group-inc-1840486
Harbor Group, Inc. 13F holdings — Q3 2026
$849.0M portfolio (-0.3% QoQ) · 121 holdings · Q3 2026 13F · top 10 are 57% of the stock portfolio
$63.7M
7.5% of stocks
+0.0%This quarter-3.6%Since filed2 qtrsHeld- 2
FRANKLIN TEMPLETON ETF TR - US MID CP MLTFCT
$55.2M
6.5% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
BNY MELLON ETF TRUST - CONCE INTL ETF
$54.7M
6.4% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANECK ETF TRUST - MRNGSTR WDE MOAT
$53.5M
6.3% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF
$50.8M
6.0% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
FIDELITY MERRIMACK STR TR - TOTAL BD ETF
$50.2M
5.9% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
PUTNAM ETF TRUST - FOCUSED LAR CAP
$47.0M
5.5% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES TR - MSCI INTL QUALTY
$44.6M
5.3% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
SPDR SERIES TRUST - ST STR P500VAL
$31.2M
3.7% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
T ROWE PRICE EXCHANGE-TRADED - PRICE BLUE CHIP
$30.3M
3.6% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $63.7M | 7.5% | +0.0% | -3.6% | 2 qtrs | 72.8#137 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | FRANKLIN TEMPLETON ETF TR - US MID CP MLTFCT | $55.2M | 6.5% | +2% | — | — | — | — | |
| 3 | BNY MELLON ETF TRUST - CONCE INTL ETF | $54.7M | 6.4% | +5% | — | — | — | — | |
| 4 | VANECK ETF TRUST - MRNGSTR WDE MOAT | $53.5M | 6.3% | +1% | — | — | — | — | |
| 5 | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | $50.8M | 6.0% | +4% | — | — | — | — | |
| 6 | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $50.2M | 5.9% | +4% | — | — | — | — | |
| 7 | PUTNAM ETF TRUST - FOCUSED LAR CAP | $47.0M | 5.5% | +2% | — | — | — | — | |
| 8 | ISHARES TR - MSCI INTL QUALTY | $44.6M | 5.3% | +2% | — | — | — | — | |
| 9 | SPDR SERIES TRUST - ST STR P500VAL | $31.2M | 3.7% | +2% | — | — | — | — | |
| 10 | T ROWE PRICE EXCHANGE-TRADED - PRICE BLUE CHIP | $30.3M | 3.6% | +7% | — | — | — | — |
All holdings — Harbor Group, Inc. (Q3 2026)
121 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | SCHWAB STRATEGIC TR - US LCAP GR ETFetf/fund | — | $25.9M | 3.0% | 720K | -0.7% | — | — | 13F |
| 12 | — | AMERICAN CENTY ETF TR - US SML CP VALUetf/fund | — | $25.9M | 3.0% | 220K | -2% | — | — | 13F |
| 13 | — | SPDR SERIES TRUST - ST STR P500GRWetf/fund | — | $25.4M | 3.0% | 206K | +6% | — | — | 13F |
| 14 | — | ISHARES TR - CORE S&P MCP ETFetf/fund | — | $24.1M | 2.8% | 335K | -3% | — | — | 13F |
| 15 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $24.0M | 2.8% | 31K | -1% | — | — | 13F |
| 16 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $21.2M | 2.5% | 156K | -3% | — | — | 13F |
| 17 | — | NOMURA ETF TR - NATIONAL HIGH YLetf/fund | — | $17.1M | 2.0% | 745K | +1% | — | — | 13F |
| 18 | — | SCHWAB STRATEGIC TR - US MID-CAP ETFetf/fund | — | $16.0M | 1.9% | 470K | -2% | — | — | 13F |
| 19 | — | VANGUARD MALVERN FDS - CORE-PLUS BD ETFetf/fund | — | $15.8M | 1.9% | 214K | +106% | — | — | 13F |
| 20 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETFetf/fund | — | $15.0M | 1.8% | 315K | +0.5% | — | — | 13F |
| 21 | — | SCHWAB STRATEGIC TR - US LCAP VA ETFetf/fund | — | $10.8M | 1.3% | 324K | +0.2% | — | — | 13F |
| 22 | — | SSGA ACTIVE ETF TR - ST STR REAL ETFetf/fund | — | $10.5M | 1.2% | 290K | -2% | — | — | 13F |
| 23 | Booz Allen Hamilton Holding Corp | Technology | $8.9M | 1.1% | 210K | +15% | 7 qtrsAdded 7 qtrs in a row | 54.6 | 13F | |
| 24 | — | AMERICAN CENTY ETF TR - INTL SMCP VLUetf/fund | — | $8.9M | 1.1% | 81K | +12% | — | — | 13F |
| 25 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKTetf/fund | — | $8.4M | 1.0% | 90K | +16% | — | — | 13F |
| 26 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $8.2M | 1.0% | 274K | -0.6% | |||
| 27 | — | AMERICAN CENTY ETF TR - INTERNATIONAL LR | — | $7.8M | 0.9% | 98K | +15% | |||
| 28 | — | ISHARES TR - NATIONAL MUN ETF | — | $7.7M | 0.9% | 77K | +2% | |||
| 29 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $6.4M | 0.8% | 71K | +32% | |||
| 30 | — | ISHARES TR - EAFE VALUE ETF | — | $5.1M | 0.6% | 64K | -0.0% | |||
| 31 | — | ISHARES TR - EAFE GRWTH ETF | — | $4.6M | 0.5% | 38K | -3% | |||
| 32 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | — | $4.2M | 0.5% | 114K | -1% | |||
| 33 | $CAT | CATERPILLAR INC | Industrials | $4.0M | 0.5% | 4,879 | +0.2% | |||
| 34 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $2.9M | 0.3% | 90K | -3% | |||
| 35 | — | SPDR SERIES TRUST - ST NUVE HIGH ETF | — | $2.7M | 0.3% | 115K | -3% | |||
| 36 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $2.6M | 0.3% | 29K | +0.1% | |||
| 37 | $AAPL | Apple Inc. | Technology | $2.4M | 0.3% | 7,340 | +3% | |||
| 38 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | — | $2.0M | 0.2% | 65K | -0.0% | |||
| 39 | — | ISHARES TR - CORE 60 BALA ETF | — | $2.0M | 0.2% | 30K | -4% | |||
| 40 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $2.0M | 0.2% | 5,243 | +2% | |||
| 41 | $ADI | ANALOG DEVICES INC | Technology | $1.9M | 0.2% | 4,849 | — | |||
| 42 | — | VANGUARD MUN BD FDS - SHORT TAX EXEMPT | — | $1.9M | 0.2% | 25K | -2% | |||
| 43 | — | VANGUARD INDEX FDS - MRNGSTR MID CAP | — | $1.8M | 0.2% | 23K | -2% | |||
| 44 | $MSFT | MICROSOFT CORP | Technology | $1.5M | 0.2% | 2,952 | +44% | |||
| 45 | $JPM | JPMORGAN CHASE & CO | Financials | $1.3M | 0.2% | 4,075 | +7% | |||
| 46 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.3M | 0.2% | 1,812 | -11% | |||
| 47 | $V | VISA INC. | Financials | $1.1M | 0.1% | 3,198 | +0.2% | |||
| 48 | $EBC | Eastern Bankshares, Inc. | Financials | $1.0M | 0.1% | 49K | — | |||
| 49 | — | VANGUARD INDEX FDS - MRNGSTR SML CAP | — | $1.0M | 0.1% | 3,626 | -14% | |||
| 50 | $GE | GENERAL ELECTRIC CO | Industrials | $957K | 0.1% | 3,066 | +0.1% | |||
| 51 | — | ISHARES TR - CORE MSCI EAFE | — | $951K | 0.1% | 9,816 | -8% | |||
| 52 | — | ISHARES TR - RUS 1000 ETF | — | $927K | 0.1% | 2,228 | +0.1% | |||
| 53 | — | ISHARES TR - RUS 1000 GRW ETF | — | $927K | 0.1% | 7,398 | +0.1% | |||
| 54 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $854K | 0.1% | 3,953 | +0.5% | |||
| 55 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $831K | 0.1% | 2,264 | +0.6% | |||
| 56 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $820K | 0.1% | 1,340 | -2% | |||
| 57 | $SPY | SPDR S&P 500 ETF TRUST | — | $815K | 0.1% | 1,068 | -0.3% | |||
| 58 | $KEYS | Keysight Technologies, Inc. | Technology | $782K | 0.1% | 2,149 | — | |||
| 59 | — | PROSHARES TR - PSHS ULT SEMICDT | — | $770K | 0.1% | 8,000 | New | |||
| 60 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $766K | 0.1% | 1,092 | +0.4% | |||
| 61 | — | ISHARES TR - EAFE SML CP ETF | — | $747K | 0.1% | 8,847 | -4% | |||
| 62 | $GEV | GE Vernova Inc. | Industrials | $700K | 0.1% | 737 | +0.1% | |||
| 63 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $674K | 0.1% | 1,353 | — | |||
| 64 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $665K | 0.1% | 4,406 | +15% | |||
| 65 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $663K | 0.1% | 4,071 | +0.6% | |||
| 66 | — | ISHARES TR - GLOBAL REIT ETF | — | $618K | 0.1% | 24K | -0.2% | |||
| 67 | — | ISHARES TR - ESG OPTIMIZED | — | $601K | 0.1% | 3,859 | -2% | |||
| 68 | — | ISHARES TR - CORE S&P TTL STK | — | $591K | 0.1% | 3,554 | -3% | |||
| 69 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $583K | 0.1% | 8,262 | +0.2% | |||
| 70 | $RTX | RTX Corp | Industrials | $574K | 0.1% | 3,090 | -17% | |||
| 71 | — | ISHARES TR - RUS 1000 VAL ETF | — | $527K | 0.1% | 2,124 | +0.2% | |||
| 72 | — | FIDELITY SECS FD - REAL EST INC FD | — | $525K | 0.1% | 22K | New | |||
| 73 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $523K | 0.1% | 12K | -3% | |||
| 74 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $500K | 0.1% | 761 | — | |||
| 75 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $491K | 0.1% | 539 | +42% | |||
| 76 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $468K | 0.1% | 5,514 | +0.2% | |||
| 77 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $437K | 0.1% | 2,233 | +10% | |||
| 78 | $TXN | TEXAS INSTRUMENTS INC | Technology | $428K | 0.1% | 1,527 | +16% | |||
| 79 | $GIB | CGI INC | Technology | $427K | 0.1% | 6,275 | — | |||
| 80 | $CSX | CSX CORP | Industrials | $416K | 0.1% | 8,938 | +0.3% | |||
| 81 | — | ISHARES TR - ESG AW MSCI EAFE | — | $394K | 0.1% | 3,823 | — | |||
| 82 | — | ISHARES TR - MSCI USA MIN ETF | — | $394K | 0.1% | 4,041 | +0.0% | |||
| 83 | $CVX | CHEVRON CORP | Energy | $387K | 0.1% | 1,895 | -11% | |||
| 84 | $TD | TORONTO DOMINION BANK | Financials | $385K | 0.1% | 3,277 | +4% | |||
| 85 | $INTU | INTUIT INC. | Technology | $370K | 0.0% | 1,342 | +0.4% | |||
| 86 | — | ISHARES TR - S&P 500 GRWT ETF | — | $364K | 0.0% | 2,560 | -0.6% | |||
| 87 | — | FIDELITY COVINGTON TRUST - ENHANCED LARGE | — | $360K | 0.0% | 8,710 | +0.3% | |||
| 88 | $JNJ | JOHNSON & JOHNSON | Healthcare | $356K | 0.0% | 1,346 | New | |||
| 89 | $AMZN | AMAZON COM INC | Consumer Discretionary | $340K | 0.0% | 1,365 | — | |||
| 90 | $ECL | ECOLAB INC. | Materials | $321K | 0.0% | 1,170 | New | |||
| 91 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $317K | 0.0% | 2,162 | -19% | |||
| 92 | $GOOGL | Alphabet Inc. | Technology | $317K | 0.0% | 920 | -1% | |||
| 93 | — | ISHARES TR - ESG AWARE MSCI | — | $316K | 0.0% | 6,079 | +0.3% | |||
| 94 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $308K | 0.0% | 605 | +0.3% | |||
| 95 | $T | AT&T INC. | Communication Services | $302K | 0.0% | 12K | New | |||
| 96 | $IVZ | Invesco Ltd. | Financials | $300K | 0.0% | 1,442 | +0.3% | |||
| 97 | $AVGO | Broadcom Inc. | Technology | $299K | 0.0% | 852 | +15% | |||
| 98 | $LLY | ELI LILLY & Co | Healthcare | $298K | 0.0% | 257 | +2% | |||
| 99 | $MPC | Marathon Petroleum Corp | Energy | $289K | 0.0% | 731 | New | |||
| 100 | $AXP | AMERICAN EXPRESS CO | Financials | $288K | 0.0% | 948 | +0.3% | |||
| 101 | — | ISHARES TR - CORE HIGH DV ETF | — | $284K | 0.0% | 10K | — | |||
| 102 | $ABBV | AbbVie Inc. | Healthcare | $276K | 0.0% | 1,055 | -17% | |||
| 103 | $GOOG | Alphabet Inc. | Technology | $275K | 0.0% | 806 | — | |||
| 104 | $DELL | Dell Technologies Inc. | Technology | $272K | 0.0% | 505 | New | |||
| 105 | $NVDA | NVIDIA CORP | Technology | $261K | 0.0% | 1,142 | — | |||
| 106 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $252K | 0.0% | 885 | +0.6% | |||
| 107 | $IVZ | Invesco Ltd. | Financials | $245K | 0.0% | 1,811 | +0.1% | |||
| 108 | $MA | Mastercard Inc | Financials | $244K | 0.0% | 442 | +0.2% | |||
| 109 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | — | $243K | 0.0% | 4,801 | +0.6% | |||
| 110 | $KO | COCA COLA CO | Consumer Staples | $233K | 0.0% | 2,710 | +0.2% | |||
| 111 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $231K | 0.0% | 7,090 | +0.1% | |||
| 112 | $LMT | LOCKHEED MARTIN CORP | Industrials | $228K | 0.0% | 447 | +0.2% | |||
| 113 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $228K | 0.0% | 1,466 | — | |||
| 114 | $ORCL | ORACLE CORP | Technology | $218K | 0.0% | 1,591 | +0.2% | |||
| 115 | $TSLA | Tesla, Inc. | Consumer Discretionary | $215K | 0.0% | 606 | +5% | |||
| 116 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $214K | 0.0% | 351 | — | |||
| 117 | — | ISHARES TR - CORE MSCI TOTAL | — | $209K | 0.0% | 2,196 | — | |||
| 118 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | — | $208K | 0.0% | 3,430 | — | |||
| 119 | — | PIMCO ETF TR - MUNI INCOME OPP | — | $207K | 0.0% | 4,856 | +0.3% | |||
| 120 | $BITB | Bitwise Bitcoin ETF | Financials | $205K | 0.0% | 4,510 | New | |||
| 121 | $CXM | Sprinklr, Inc. | Technology | $54K | 0.0% | 11K | — |
What changed in Q3 2026
Against the previous quarter's 13F: 8 new, 64 added to, 33 trimmed, 1 sold out. Share-count changes; largest moves by dollar size first.
New positions (8)
- PROSHARES TR - PSHS ULT SEMICDT$770K
first bought this quarter
- FIDELITY SECS FD - REAL EST INC FD$525K
first bought this quarter
$JNJJOHNSON & JOHNSON$356K
first bought this quarter
$ECLECOLAB INC.$321K
first bought this quarter
$TAT&T INC.$302K
first bought this quarter
$MPCMarathon Petroleum Corp$289K
first bought this quarter
+2 more in the Excel export
Added to (64)
- VANGUARD MALVERN FDS - CORE-PLUS BD ETF+106%
now $15.8M
- BNY MELLON ETF TRUST - CONCE INTL ETF+5%
now $54.7M
- T ROWE PRICE EXCHANGE-TRADED - PRICE BLUE CHIP+7%
now $30.3M
- FIDELITY MERRIMACK STR TR - TOTAL BD ETF+4%
now $50.2M
- J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF+4%
now $50.8M
- SPDR SERIES TRUST - ST STR P500ETF+32%
now $6.4M
+58 more in the Excel export
Trimmed (33)
- ISHARES TR - CORE S&P SCP ETF-3%
now $21.2M
- ISHARES TR - CORE S&P MCP ETF-3%
now $24.1M
- AMERICAN CENTY ETF TR - US SML CP VALU-2%
now $25.9M
- ISHARES TR - CORE S&P500 ETF-1%
now $24.0M
- SCHWAB STRATEGIC TR - US MID-CAP ETF-2%
now $16.0M
- SSGA ACTIVE ETF TR - ST STR REAL ETF-2%
now $10.5M
+27 more in the Excel export
Sold out (1)
- VANGUARD SPECIALIZED FUNDS - DIV APP ETFwas $218K
Holdings by quarter
Every 13F Harbor Group, Inc. has filed, 23 earlier quarters. Pick one to see what it held then.
Is it too late to follow Harbor Group?
Q3 2026 13F filed with the SEC on Oct 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Harbor Group's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-1.2%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 3% over the last 4
Top 10 weight
57%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
35%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Harbor Group, Inc. disclosed 121 positions worth $849.0M in its Form 13F-HR for Q3 2026, led by $TPR (TAPESTRY, INC.) at 7.5% of the equity portfolio. During the quarter the fund opened 8 new positions and exited 1. The portfolio is most concentrated in Other (88.0% of disclosed assets). All figures are sourced directly from Harbor Group, Inc.’s Form 13F-HR filing with the SEC under CIK 1840486.
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AI-Powered Hedge Fund Analysis: Harbor Group, Inc.
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Every holding in Harbor Group, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.