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Portfolio (Quarterly) Guide ↗

Harbor Group, Inc.

· CIK 0001840486
13F Portfolio $851M AUM 115 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 38 Added 41 Reduced 8 Exited
Page 2 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 REET ISHARES TR 24,020.0 $663K 0.08% -1K -5.3% $27.62 +1.4%
22 SUSA ISHARES TR 3,942.0 $608K 0.07% -113.0 -2.8% $154.31 +2.4%
23 ITOT ISHARES TR 3,650.0 $600K 0.07% -259.0 -6.6% $164.28 +2.2%
24 XOM EXXON MOBIL CORP Energy 4,046.0 $553K 0.07% -747.0 -15.6% $136.72 +20.8%
25 DFAC DIMENSIONAL ETF TRUST 12,145.0 $539K 0.06% -679.0 -5.3% $44.36 +2.8%
26 CSX CSX CORP Industrials 8,912.0 $424K 0.05% -6K -39.3% $47.53 +8.5%
27 TXN TEXAS INSTRS INC Technology 1,321.0 $394K 0.05% -63.0 -4.5% $298.04 -11.3%
28 ESGD ISHARES TR 3,823.0 $393K 0.05% -467.0 -10.9% $102.80 +4.4%
29 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 379.0 $354K 0.04% -160.0 -29.7% $934.82 +1.4%
30 GOOGL ALPHABET INC Communication Services 930.0 $332K 0.04% -28.0 -2.9% $357.43 -3.5%
31 AMZN AMAZON COM INC Consumer Cyclical 1,365.0 $325K 0.04% -35.0 -2.5% $238.30 +8.5%
32 ABBV ABBVIE INC Healthcare 1,276.0 $321K 0.04% -138.0 -9.8% $251.56 +5.3%
33 GOOG ALPHABET INC 806.0 $285K 0.03% -274.0 -25.4% $353.21
34 AVGO BROADCOM INC Technology 740.0 $280K 0.03% -249.0 -25.2% $377.94 -2.5%
35 TSLA TESLA INC Consumer Cyclical 576.0 $242K 0.03% -28.0 -4.6% $420.60 -13.7%
36 ORCL ORACLE CORP Technology 1,588.0 $233K 0.03% -298.0 -15.8% $146.57 -0.1%
37 SMH VANECK ETF TRUST 351.0 $230K 0.03% -185.0 -34.5% $656.00 -14.6%
38 NVDA NVIDIA CORPORATION Technology 1,142.0 $229K 0.03% -657.0 -36.5% $200.11 +7.3%
39 LMT LOCKHEED MARTIN CORP Industrials 446.0 $227K 0.03% -398.0 -47.2% $509.42 +10.6%
40 SCHD SCHWAB STRATEGIC TR 7,083.0 $225K 0.03% -771.0 -9.8% $31.71 +10.7%
Page 2 of 3  ·  41 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 74.7%
Technology 7.5%
Industrials 7.0%
Financial Services 6.9%
Healthcare 1.4%
Energy 0.8%
Utilities 0.8%
Consumer Defensive 0.5%
Communication Services 0.3%