account_balance

Investment manager · 13F filer · SEC CIK 1840486

Harbor Group, Inc.

Reported value$849Mas of Sep 30, 2026
Positions121 8 new, 2 sold out
Top 10 weight56.7%TPR alone is 7%
FiledOct 1414 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
TPR Tapestry, Inc. 7.5% Held
FLQM Franklin Templeton ETF Tr 6.5% Held
BKCI Bny Mellon ETF Trust 6.4% Added +5%
MOAT Vaneck ETF Trust 6.3% Held
JCPB J P Morgan Exchange Traded F 6.0% Added +4%
FBND Fidelity Merrimack STR Tr 5.9% Added +4%
PVAL Putnam ETF Trust 5.5% Added +2%
IQLT iShares Tr 5.3% Added +2%
SPYV SPDR Series Trust 3.7% Added +2%
TCHP T Rowe Price Exchange-Traded 3.6% Added +7%
SCHG Schwab Strategic Tr 3.0% Held
AVUV American Centy ETF Tr 3.0% Trimmed −2%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 14, 2026, compared with the Jul 22, 2026 filing
add_circleNew
  • USD $770K
  • FREI $525K
  • JNJ $356K
  • ECL $321K
arrow_upwardAdded
  • VPLS +106%
  • SPYM +32%
  • AVEM +16%
  • AVIV +15%
arrow_downwardTrimmed
  • AOR −4%
  • EFG −3%
  • IJR −3%
  • SCHA −3%
remove_circleSold out
  • VIG $218K
  • SPHQ $202K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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