HABDX

HARBOR CAPITAL APPRECIATION INSTL

Institutional Ownership · Q4 2025

Filing: Q4 2025

HARBOR CAPITAL APPRECIATION INSTL (HABDX) is held by 5 institutional investors with combined holdings of $3M. Major holders include Fairfield Financial Advis, MOODY LYNN & LIEBERSON, L, Westside Investment Manag.

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Institutional Holders

Total Value

$3.3M

Ownership %

—

🏦 Top Institutional Holders

Fairfield Financial Advisors, LTD

19.3K shares

$2.2M

MOODY LYNN & LIEBERSON, LLC

2.8K shares

$325.3K

Westside Investment Management, Inc.

29.8K shares

$305.3K

NORTH STAR ASSET MANAGEMENT INC

4.7K shares

$259.6K

Kohmann Bosshard Financial Services, LLC

1.2K shares

$141.9K

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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