Long-term investor
Harbor Investment Advisory, LLC @harborinvestmentadvisory
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001468792).
Record
- Tracked since 2025-12-31 (257 days), 15 trades recorded
- Returns: week n/a · month n/a · 90 days +9.6% · 6 months n/a · 1 year n/a · all +10.8%
- Max drawdown n/a · win rate 6% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MAR · 13.8% · long · since 2025-12-31
- AAPL · 6.4% · long · since 2025-12-31
- GOOGL · 4.2% · long · since 2025-12-31
- AMZN · 3.8% · long · since 2025-12-31
- MSFT · 2.4% · long · since 2025-12-31
- BRK-B · 2.2% · long · since 2025-12-31
- GOOG · 1.6% · long · since 2025-12-31
- JPM · 1.3% · long · since 2025-12-31
- IVV · 1.3% · long · since 2025-12-31
- VTI · 1.2% · long · since 2025-12-31
- VUG · 1.2% · long · since 2025-12-31
- VTV · 1.1% · long · since 2025-12-31