Long-term investor
Harbor Asset Planning, Inc. @harborassetplanninginc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002077050).
Record
- Tracked since 2025-06-30 (448 days), 24 trades recorded
- Returns: week n/a · month n/a · 90 days +11.3% · 6 months n/a · 1 year +18.8% · all +18.8%
- Max drawdown n/a · win rate 20% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908769 · 4.4% · long · since 2025-06-30
- 808524300 · 4.3% · long · since 2025-06-30
- 922908744 · 4.1% · long · since 2025-06-30
- 464287200 · 3.7% · long · since 2025-06-30
- 46138G698 · 3.7% · long · since 2025-06-30
- 381430107 · 2.7% · long · since 2025-06-30
- 46137V324 · 2.7% · long · since 2025-06-30
- 92204A702 · 2.6% · long · since 2025-06-30
- 46434V290 · 2.3% · long · since 2025-06-30
- 25434V203 · 2.2% · long · since 2025-06-30
- 808524201 · 2.1% · long · since 2025-06-30
- 46137V472 · 2.0% · long · since 2025-06-30