HARBOUR INVESTMENTS, INC.
CIK
810121
City
MADISON
State / Country
WI
Top Portfolio Positions
2,569 positions ·
$1,800,952,616 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
278,216 | $160,580,710 | 8.92% | |
| AAPL |
Apple Inc.
Technology
|
459,637 | $116,651,274 | 6.48% | |
| SPY |
Spdr S&P 500 ETF Trust
|
97,226 | $63,229,956 | 3.51% | |
| NVDA |
Nvidia Corp
Technology
|
330,491 | $57,637,630 | 3.20% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
387,261 | $55,935,978 | 3.11% | |
| ABBV |
AbbVie Inc.
Healthcare
|
228,025 | $49,593,157 | 2.75% | |
| MSFT |
Microsoft Corp
Technology
|
122,043 | $45,176,657 | 2.51% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
188,586 | $39,276,806 | 2.18% | |
| GLD |
Spdr Gold Trust
|
67,248 | $28,936,141 | 1.61% | |
| CAT |
Caterpillar Inc
Industrials
|
37,468 | $26,544,579 | 1.47% |
Portfolio Trend
20 quarters · across all stocks
Holdings in CHI
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,958,451 | 275,461 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,509,928 | 239,497 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,559,064 | 237,170 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,439,440 | 231,886 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,193,530 | 228,731 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,273,459 | 190,407 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,161,676 | 185,711 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,169,265 | 186,363 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,046,223 | 180,284 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $1,859,474 | 179,486 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $1,833,981 | 174,002 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,947,198 | 173,857 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,786,064 | 169,778 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,730,061 | 164,611 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $1,690,422 | 174,992 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,875,914 | 174,992 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $2,817,803 | 186,486 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $3,100,107 | 207,088 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,620,571 | 172,747 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,539,876 | 178,613 | Shares | Sole | 2021-08-17 | |
| No 13F history on record for this holder in this stock. | ||||||