Harbor Investment Advisory, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.26 Billion distributed in 1147 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Marriott International Inc with a value of $156M, Berkshire Hathaway Inc Class B with a value of $105M, Apple Inc. with a value of $90.4M, Amazon Com Inc with a value of $66.2M, and Hubspot Inc with a value of $62.4M.
Examining the 13F form we can see an increase of $70.8M in the current position value, from $1.19B to 1.26B.
Also it can be appreciated an additional of 43 stocks purchases and 2 closed positions.
Below you can find more details about Harbor Investment Advisory, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.26 Billion
ETFs: $282 Million
Technology: $276 Million
Consumer Cyclical: $266 Million
Financial Services: $194 Million
Communication Services: $83.4 Million
Healthcare: $67.8 Million
Industrials: $28.8 Million
Consumer Defensive: $21.4 Million
Other: $41.3 Million
Stock Holdings Table Market Cap. of $200 Billions or more