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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 5 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TD TORONTO DOMINION BK ONT Financial Services 3,152.0 $383K 0.04% $121.43 -3.5%
82 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 379.0 $354K 0.04% -160.0 -29.7% $934.82 +1.4%
83 IVW ISHARES TR 2,575.0 $354K 0.04% +19.0 +0.7% $137.52 +1.0%
84 CVX CHEVRON CORPORATION Energy 2,133.0 $354K 0.04% $165.77 +23.8%
85 INTU INTUIT Technology 1,336.0 $349K 0.04% $261.04 +40.6%
86 FELV FIDELITY COVINGTON TRUST 8,680.0 $348K 0.04% $40.09 +6.5%
87 ESML ISHARES TR 6,062.0 $339K 0.04% $55.93 -0.2%
88 GOOGL ALPHABET INC Communication Services 930.0 $332K 0.04% -28.0 -2.9% $357.43 -3.5%
89 AMZN AMAZON COM INC Consumer Cyclical 1,365.0 $325K 0.04% -35.0 -2.5% $238.30 +8.5%
90 ABBV ABBVIE INC Healthcare 1,276.0 $321K 0.04% -138.0 -9.8% $251.56 +5.3%
91 AXP AMERICAN EXPRESS CO Financial Services 945.0 $320K 0.04% $338.36 -0.7%
92 DIA STATE STR SPDR DOW JONES IND Financial Services 603.0 $315K 0.04% $522.35 +1.9%
93 HD HOME DEPOT INC Consumer Cyclical 880.0 $310K 0.04% +6.0 +0.7% $352.49 -4.8%
94 RSP INVESCO EXCHANGE TRADED FD T 1,437.0 $306K 0.04% $212.73 +4.2%
95 LLY ELI LILLY & CO Healthcare 252.0 $302K 0.04% $1198.95 +4.7%
96 GOOG ALPHABET INC 806.0 $285K 0.03% -274.0 -25.4% $353.21
97 AVGO BROADCOM INC Technology 740.0 $280K 0.03% -249.0 -25.2% $377.94 -2.5%
98 HDV ISHARES TR 10,145.0 $278K 0.03% +8K +400.0% $27.41 +8.8%
99 JMST J P MORGAN EXCHANGE TRADED F 4,771.0 $243K 0.03% +31.0 +0.7% $51.00 -0.2%
100 TSLA TESLA INC Consumer Cyclical 576.0 $242K 0.03% -28.0 -4.6% $420.60 -13.7%
Page 5 of 6  ·  115 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%