Good Harbor Advisors, Inc.
Filing Date
Global Rank
#7,611
/ 8,586
▲ 134
Top Industry
Drug Manufacturers - General
19.3%
3Y Alpha vs SPY
-30.5%
Period ended 3 months ago
Filed May 5, 2026 · 42d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+2.4%
SPY
+11.2%
Annualised alpha
-30.2%
Max drawdown
−6.9%
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
41 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
10.5%
+0.8 pts
Top 5
32.4%
−3.0 pts
Top 10
49.8%
−3.9 pts
HHI
393
Diversified−34
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 27.9% | $6,545,380 |
| Financial Services | 17.7% | $4,154,076 |
| Technology | 16.9% | $3,953,303 |
| Industrials | 8.6% | $2,007,712 |
| Utilities | 6.7% | $1,574,693 |
| Energy | 6.6% | $1,544,295 |
| Unclassified | 6.4% | $1,503,261 |
| Consumer Defensive | 4.0% | $942,832 |
| Consumer Cyclical | 3.0% | $696,917 |
| Communication Services | 2.3% | $533,224 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | −614 | 2,703 | $471,403 | |
| VZ | Verizon Communications Inc | −310 | 10,622 | $533,224 | |
| JNJ | Johnson & Johnson | −204 | 2,623 | $641,166 | |
| CVX | Chevron Corp | −118 | 3,209 | $663,942 | |
| RTX | RTX Corp | −100 | 3,639 | $701,963 | |
| XOM | Exxon Mobil Corp | −85 | 3,871 | $656,753 | |
| JPM | Jpmorgan Chase & Co | −75 | 2,675 | $786,878 | |
| QQQ | Invesco Qqq Trust, Series 1 | −39 | 2,067 | $1,193,031 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| LMT | Lockheed Martin Corp | 406 | $245,382 | |
| PEP | Pepsico Inc | 1,551 | $240,854 | |
| OXY | Occidental Petroleum Corp /De/ | 3,440 | $223,600 | |
| DUK | Duke Energy CORP | 1,655 | $216,705 | |
| ITW | Illinois Tool Works Inc | 810 | $210,834 | |
| MRK | Merck & Co., Inc. | 1,698 | $204,252 | |
| ADI | Analog Devices Inc | 633 | $201,382 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AMZN | Amazon Com Inc | 912 | $210,507 | |
| No positions match the current search. | ||||
6 positions ·
$3,953,303 total
· Technology only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Held | 6,091 | $1,545,834 | 39.10% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 2,860 | $1,058,686 | 26.78% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 2,703 | $471,403 | 11.92% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Held | 2,826 | $363,932 | 9.21% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 4,022 | $312,066 | 7.89% | |
| ADI |
Analog Devices Inc
Technology
|
NEW | 633 | $201,382 | 5.09% |