HARBOR ADVISORY CORP /MA/
•CIK: 1100710•Filing: Q4 2025
HARBOR ADVISORY CORP /MA/ manages $331M across a diversified portfolio of 78 positions. The fund exhibits significant exposure to mega-cap technology and broad market indices, with top holdings including VOO at $21.6M and GOOGL at $19.8M. Notable allocations also feature FTSL ($15.0M), AMZN ($14.8M), and VGK ($14.3M), indicating a core focus on established growth and market beta plays. This concentration suggests a strategy rooted in large-cap quality and systematic market participation.
Total AUM
$330.6M
QoQ Performance
-2.2%
Positions
48
Top 10 Concentration
43.7%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
GOOGL
VOO6.5%
GOOGL6.0%
FTSL4.5%
AMZN4.5%
VGK4.3%
VWO3.8%
AAPL3.6%
BRK.B3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other57.1%
Technology13.9%
ETF10.1%
Healthcare6.6%
Consumer5.9%
Financial3.8%
Consumer Staples1.5%
Energy1.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑9 increased
↓44 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022