Harbor Asset Planning, Inc.
Top Portfolio Positions
169 positions ·
$12,505,297 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
5,368 | $1,362,336 | 10.89% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
4,505 | $1,295,455 | 10.36% | |
| MSFT |
Microsoft Corp
Technology
|
1,925 | $712,573 | 5.70% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
1,118 | $645,284 | 5.16% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
1,596 | $524,906 | 4.20% | |
| ATNI |
ATN International, Inc.
Communication Services
|
18,767 | $510,837 | 4.08% | |
| ADSK |
Autodesk, Inc.
Technology
|
1,782 | $426,610 | 3.41% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
737 | $353,168 | 2.82% | |
| ED |
Consolidated Edison Inc
Utilities
|
2,211 | $250,240 | 2.00% | |
| SPY |
Spdr S&P 500 ETF Trust
|
376 | $244,525 | 1.96% |
Portfolio Trend
4 quarters · across all stocks
Holdings in SUN
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49,507 | 762 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $39,936 | 762 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $38,107 | 762 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $40,835 | 762 | Shares | Sole | 2025-07-29 | |
| No 13F history on record for this holder in this stock. | ||||||