Harbor Group, Inc. Portfolio Holdings

Harbor Group, Inc.

  • $442 Million
  • Q4 2024

Harbor Group, Inc. has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $442 Million distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $41.2M, Fidelity Merrimack Str Tr Tota with a value of $41.2M, Vaneck Morningstar Wide Moat E with a value of $32.8M, Bny Mellon ETF Tr Concentrated with a value of $32.8M, and Ishares Core S&P Mid Cap ETF with a value of $30M.

Examining the 13F form we can see an increase of $13.8M in the current position value, from $428M to 442M.

Below you can find more details about Harbor Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $442 Million
ETFs: $359 Million
Technology: $6.26 Million
Financial Services: $3.98 Million
Industrials: $3.65 Million
Communication Services: $1.06 Million
Consumer Cyclical: $1.05 Million
Healthcare: $1.01 Million
Consumer Defensive: $632,000
Other: $759,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $442 Million
  • Prior Value $428 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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