Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC COM | 19 | Q2 2024 | 9.5% |
AMAZON COM INC COM | 19 | Q2 2024 | 7.2% |
MICROSOFT CORP COM | 19 | Q2 2024 | 4.4% |
MARRIOTT INTL INC NEW CL A | 19 | Q2 2024 | 16.8% |
ALPHABET INC CAP STK CL A | 19 | Q2 2024 | 4.0% |
BERKSHIRE HATHAWAY INC DEL CL B NEW | 19 | Q2 2024 | 2.5% |
UNITEDHEALTH GROUP INC COM | 19 | Q2 2024 | 2.8% |
ALPHABET INC CAP STK CL C | 19 | Q2 2024 | 1.9% |
MASTERCARD INCORPORATED CL A | 19 | Q2 2024 | 2.3% |
ISHARES CORE S&P 500 ETF | 19 | Q2 2024 | 2.2% |
View HARBOR INVESTMENT ADVISORY, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-19 |
13F-HR | 2024-04-12 |
X-17A-5 | 2024-02-27 |
13F-HR | 2024-01-26 |
13F-HR | 2023-10-13 |
13F-HR | 2023-07-14 |
13F-HR | 2023-04-21 |
X-17A-5 | 2023-02-28 |
13F-HR | 2023-01-24 |
13F-HR | 2022-11-01 |
View HARBOR INVESTMENT ADVISORY, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.