StockDriftsStockDriftsTop 50 Harbour Investment Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 6.42% | 33.3K | $12.4M | -1.20%(-405) | $59.05(+723.18%) | 2026-06-30 | |
| VUSB | VANGUARD BD INDEX FDS | 6.08% | 236.6K | $11.8M | +12.57%(+26.43K) | $49.84(-0.25%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 5.01% | 191.7K | $9.7M | +14.58%(+24.40K) | $50.62(-0.22%) | 2026-06-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 4.91% | 10.2K | $9.5M | -1.12%(-115) | $108.96(+775.43%) | 2026-06-30 | |
| VBIL | VANGUARD INSTL INDEX FD | 4.49% | 114.9K | $8.7M | -0.72%(-833) | $75.54(+0.10%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.38% | 29.3K | $8.5M | -3.65%(-1.11K) | $56.32(+442.22%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.44% | 17.6K | $6.7M | -1.29%(-230) | $62.74(+527.59%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.02% | 24.6K | $5.9M | -4.28%(-1.10K) | $37.98(+591.27%) | 2026-06-30 | |
| IBB | ISHARES TR | 2.47% | 25.1K | $4.8M | -1.83%(-470) | $72.59(+176.27%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.26% | 8.8K | $4.4M | +6.39%(+526) | $125.59(+299.19%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.28% | +34.12% | +8.11% | +47.71% |
| Top 20 Holdings Unweighted | +10.06% | +33.33% | +7.86% | +46.00% |
Harbour Investment Management LLC reports $193.64M in US-listed equity holdings across 108 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (6.4%), VUSB (6.1%) and JPST (5.0%). The top 20 holdings account for 58.22% of reported assets. Its disclosed equity book has returned +34.12% 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 Harbour Investment Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1275880). View Harbour Investment Management LLC’s 13F filings on SEC