StockDriftsStockDriftsTop 50 Harbor Advisory CORP Ma Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 5.47% | 29.8K | $20.4M | -8.38%(-2.72K) | $305.75(+133.09%) | 2026-06-30 | |
| IJH | ISHARES TR | 4.73% | 229.0K | $17.7M | +12.34%(+25.16K) | $58.04(+35.34%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 4.55% | 47.6K | $17.0M | -8.92%(-4.67K) | $66.96(+414.81%) | 2026-06-30 | |
| VGK | VANGUARD INTL EQUITY INDEX F | 4.21% | 177.7K | $15.7M | +3.20%(+5.51K) | $56.17(+64.15%) | 2026-06-30 | |
| IJR | ISHARES TR | 4.11% | 103.7K | $15.4M | +5.26%(+5.18K) | $109.01(+37.57%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4% | 250.5K | $15.0M | +4.59%(+10.99K) | $47.00(+28.47%) | 2026-06-30 | |
| FTSL | FIRST TR EXCHANGE-TRADED FD | 3.93% | 328.4K | $14.7M | +2.00%(+6.44K) | $45.87(-1.93%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.88% | 60.8K | $14.5M | -1.75%(-1.08K) | $169.95(+54.48%) | 2026-06-30 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 3.81% | 309.4K | $14.2M | +17.81%(+46.77K) | $46.15(-0.59%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.79% | 28.3K | $14.1M | +27.94%(+6.17K) | $263.02(+90.61%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.29% | +61.37% | +9.25% | +55.66% |
| Top 20 Holdings Unweighted | +17.41% | +61.86% | +9.49% | +57.36% |
Harbor Advisory CORP Ma reports $373.72M in US-listed equity holdings across 82 positions in its most recent 13F filing. Its largest disclosed positions are VOO (5.5%), IJH (4.7%) and GOOGL (4.5%). The top 20 holdings account for 68.01% of reported assets. Its disclosed equity book has returned +61.37% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Harbor Advisory CORP Ma’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1100710). View Harbor Advisory CORP Ma’s 13F filings on SEC