Portfolio (Quarterly) Guide ↗

Harbour Wealth Management Group, Inc.

· CIK 0002085855

13F Portfolio $148M AUM 89 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 2 New 67 Added 6 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	BSX	BOSTON SCIENTIFIC CORP	Healthcare	5,053	$317K	0.24%	SOLD
2	TYG	TORTOISE ENERGY INFRSTRCTR C	Financial Services	4,259	$212K	0.16%	SOLD

Sector Allocation

Financial Services 41.8%

Technology 26.5%

Industrials 6.5%

Healthcare 5.8%

Consumer Defensive 5.8%

Consumer Cyclical 5.4%

Energy 2.9%

Communication Services 1.8%

Utilities 1.8%

Basic Materials 0.8%