Data as of Q4 2025 (Dec 31, 2025)

HARBOUR INVESTMENTS, INC.

•CIK: 810121•Filing: Q4 2025

Harbour Investments, Inc., managed by the renowned team of Tom Bronzino and John Delaney, is known for its concentrated, long-term growth strategy, focusing on a small number of high-conviction holdings. Recently, the fund has made notable moves by adding DFAS and ABBV, which have surged by 660% and 568% respectively, while exiting positions in TFC-PR and BSCP.

Total AUM
$4.9B
QoQ Performance
+11.8%
Positions
2,232
Top 10 Concentration
29.7%
Latest Filing
Q4 2025

Top Holdings Allocation

VOO
VOO5.9%
NDQ3.4%
SDVY2.1%
UCON1.8%
BUFR1.7%
IJH1.7%
AAPL1.5%
CGCP1.3%

📈 Biggest Buys

AVDE
AMERICAN CENTY ETF TR
+330150.4%
0.7% of portfolio
ABBV
ABBVIE INC
+576.7%
0.8% of portfolio
LOTI
TWO RDS SHARED TR
NEW
0.6% of portfolio
DFSV
DIMENSIONAL ETF TRUST
NEW
0.5% of portfolio
DUHP
DIMENSIONAL ETF TRUST
+2225.7%
0.5% of portfolio

📉 Biggest Sells

FTCS
FIRST TR EXCHANGE-TRADED FD
-32.3%
0.8% of portfolio
FVD
FIRST TR EXCHANGE-TRADED FD
-32.0%
0.4% of portfolio
SCHX
SCHWAB STRATEGIC TR
-15.4%
1.0% of portfolio
SCHD
SCHWAB STRATEGIC TR
-15.9%
0.9% of portfolio
SDVY
FIRST TR EXCHANGE-TRADED FD
-7.0%
2.1% of portfolio

Sector Breakdown

Other74.2%
ETF11.2%
Technology6.2%
Healthcare2.9%
Consumer2.2%
Financial1.6%
Utilities0.4%
Communication0.4%

🚪 Exited Positionssold since Q3 2025

SCHO
SCHWAB STRATEGIC TR
SOLD
$6.8M
DDFL
INNOVATOR ETFS TRUST
SOLD
$6.4M
PSFF
PACER FDS TR
SOLD
$6.1M
MG1
MGE ENERGY INC
SOLD
$5.9M
CRWD
CROWDSTRIKE HLDGS INC
SOLD
$5.6M
+3540 more exited positions

Changes from Q3 2025

NEW3 new positions
↑145 increased
↓52 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q4 2023

📌 Top Holdings

VOO5.9%
VANGUARD INDEX FDS
$289.9M
NDQ3.4%
INVESCO QQQ TR
$169.3M
SDVY2.1%
FIRST TR EXCHANGE-TRADED FD
$104.1M
UCON1.8%
FIRST TR EXCHNG TRADED FD VI
$89.6M
BUFR1.7%
FIRST TR EXCHNG TRADED FD VI
$85.0M

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