Skip to main content

Harborfront Financial Group LLC

Location
LUDINGTON, MI
Portfolio Value
Micro $4,017,608
Diversification
Diversified
Filing Date
Dec 31, 2025
Global Rank
#8,468 / 8,664 · as of Dec 2025
Top Industry
Consumer Electronics 28.2%
3Y Alpha vs SPY
+10.6%
Period ended 6 months ago
Filed Feb 17, 2026 · 5mo

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+14.2%
SPY
+10.0%
Annualised alpha
+12.5%
Max drawdown
−10.3%

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

8 positions · as of Dec 31, 2025
Top Position
23.7%
of portfolio value
Top 5
75.6%
of portfolio value
Top 10
100.0%
of portfolio value
HHI
1,461
Diversified

Sector Breakdown

As of Dec 31, 2025
Sector % Portfolio Value
Technology 49.1% $1,974,448
Unclassified 15.8% $634,185
Financial Services 10.6% $426,941
Consumer Cyclical 9.6% $384,315
Healthcare 8.2% $328,852
Communication Services 6.7% $268,867

Portfolio Positions

Export CSV View 13F filing
8 positions · $4,017,608 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio History