Harbor Group, Inc.
Filing Date
Global Rank
#7,065
/ 8,232
▼ 6
Top Industry
Farm & Heavy Construction Machinery
12.9%
3Y Alpha vs SPY
+1.1%
Period ended 3 months ago
Filed Apr 10, 2026 · 2mo
22 quarters · since Dec 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+79.2%
SPY
+74.2%
Annualised alpha
+1.1%
Max drawdown
−17.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
47 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
11.7%
−12.5 pts
Top 5
34.0%
−11.9 pts
Top 10
50.3%
−10.4 pts
HHI
402
Diversified−407
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 28.0% | $8,256,778 |
| Industrials | 23.1% | $6,816,986 |
| Financial Services | 18.2% | $5,361,524 |
| Unclassified | 9.2% | $2,720,577 |
| Healthcare | 5.7% | $1,690,101 |
| Communication Services | 4.6% | $1,354,547 |
| Energy | 4.3% | $1,252,428 |
| Consumer Cyclical | 3.1% | $911,634 |
| Consumer Defensive | 2.6% | $780,511 |
| Basic Materials | 1.1% | $310,977 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
24 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AVGO | Broadcom Inc. | +251 | 989 | $306,105 | |
| MSFT | Microsoft Corp | +203 | 2,653 | $982,061 | |
| GE | General Electric Co | +69 | 3,087 | $875,997 | |
| T | At&T Inc. | +47 | 23,130 | $670,538 | |
| VZ | Verizon Communications Inc | +45 | 8,138 | $408,527 | |
| CSX | Csx Corp | +31 | 14,685 | $602,819 | |
| NVDA | Nvidia Corp | +19 | 1,799 | $313,745 | |
| JPM | Jpmorgan Chase & Co | +18 | 3,801 | $1,118,102 | |
| XOM | Exxon Mobil Corp | +18 | 4,793 | $813,180 | |
| UNH | Unitedhealth Group Inc | +17 | 2,238 | $605,580 | |
| GEV | GE Vernova Inc. | +16 | 743 | $648,564 | |
| CVX | Chevron Corp | +10 | 2,123 | $439,248 | |
| CAT | Caterpillar Inc | +10 | 4,880 | $3,457,284 | |
| HD | Home Depot, Inc. | +5 | 874 | $287,449 | |
| ELV | Elevance Health, Inc. | +4 | 741 | $216,927 | |
| LMT | Lockheed Martin Corp | +3 | 844 | $510,105 | |
| INTU | Intuit Inc. | +3 | 1,332 | $575,930 | |
| DIA | Spdr Dow Jones Industrial Average ETF Trust | +2 | 601 | $278,377 | |
| TSLA | Tesla, Inc. | +1 | 604 | $224,537 | |
| AXP | American Express Co | +1 | 942 | $284,936 | |
| JNJ | Johnson & Johnson | +1 | 1,343 | $328,282 | |
| ORCL | Oracle Corp | +1 | 1,886 | $277,449 | |
| COST | Costco Wholesale Corp /New | +1 | 539 | $537,075 | |
| LLY | ELI LILLY & Co | +1 | 252 | $231,782 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| UAA | Under Armour, Inc. | −1,810,314 | 18,286 | $108,070 | |
| AAPL | Apple Inc. | −408 | 8,967 | $2,275,734 | |
| BRK-B | Berkshire Hathaway Inc | −333 | 1,554 | $744,676 | |
| AMZN | Amazon Com Inc | −300 | 1,400 | $291,578 | |
| V | Visa Inc. | −193 | 3,346 | $1,011,295 | |
| QQQ | Invesco Qqq Trust, Series 1 | −185 | 2,200 | $1,269,796 | |
| MA | Mastercard Inc | −170 | 441 | $220,350 | |
| TXN | Texas Instruments Inc | −37 | 1,384 | $268,689 | |
| ABBV | AbbVie Inc. | −36 | 1,414 | $307,530 | |
| SPY | Spdr S&P 500 ETF Trust | −13 | 1,082 | $703,667 | |
| GOOGL | Alphabet Inc. | −2 | 958 | $275,482 | |
| No positions match the current search. | |||||
2 positions ·
$1,252,428 total
· Energy only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| XOM |
Exxon Mobil Corp
Energy
|
Added | 4,793 | $813,180 | 64.93% | |
| CVX |
Chevron Corp
Energy
|
Added | 2,123 | $439,248 | 35.07% |