Top 50 Harbor Investment Advisory, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MAR | MARRIOTT INTL INC NEW CL A | 13.77% | 533.9K | $174.6M | -5.73%(-32.46K) | $192.62(+81.80%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 6.45% | 322.5K | $81.8M | -10.39%(-37.38K) | $75.49(+295.89%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CAP STK CL A | 3.88% | 171.3K | $49.3M | -5.00%(-9.02K) | $76.05(+429.39%) | 2026-03-31 | |
| AMZN | AMAZON COM INC COM | 3.79% | 230.9K | $48.1M | -25.44%(-78.79K) | $112.93(+139.21%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 2.77% | 95.0K | $35.2M | -37.55%(-57.10K) | $233.05(+73.87%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 2.43% | 64.2K | $30.8M | -72.91%(-172.79K) | $309.25(+57.00%) | 2026-03-31 | |
| GOOG | ALPHABET INC CAP STK CL C | 1.46% | 64.5K | $18.5M | -18.32%(-14.47K) | $76.69(+420.30%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO COM | 1.29% | 55.8K | $16.4M | -19.37%(-13.42K) | $136.82(+119.46%) | 2026-03-31 | |
| IVV | ISHARES CORE S&P 500 ETF | 1.27% | 24.7K | $16.1M | +0.81%(+198) | $415.65(+79.42%) | 2026-03-31 | |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | 1.25% | 170.5K | $15.8M | -7.02%(-12.88K) | $39.12(+137.17%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.32% | +65.64% |
| Top 20 Holdings Unweighted | +16.98% | +60.08% |
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