HARBOR ADVISORY CORP /MA/

Est. AUM

$332.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$19.4M	32471	5.83%	SOLE
2	ALPHABET INC	CAP STK CL A	$15.0M	52301	4.52%	SOLE
3	FIRST TR EXCHANGE-TRADED FD	SENIOR LN FD	$14.4M	322007	4.34%	SOLE
4	VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$14.2M	172160	4.26%	SOLE
5	ISHARES TR	CORE S&P MCP ETF	$13.8M	203872	4.14%	SOLE
6	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$12.9M	239540	3.89%	SOLE
7	AMAZON COM INC	COM	$12.9M	61875	3.87%	SOLE
8	ISHARES TR	CORE S&P SCP ETF	$12.2M	98493	3.68%	SOLE
9	J P MORGAN EXCHANGE TRADED F	INCOME ETF	$12.1M	262618	3.64%	SOLE
10	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$10.6M	22097	3.18%	SOLE
11	APPLE INC	COM	$10.3M	40542	3.09%	SOLE
12	ISHARES TR	ISHARES SEMICDTR	$10.2M	31072	3.07%	SOLE
13	ISHARES TR	CORE S&P500 ETF	$9.9M	15163	2.98%	SOLE
14	VANGUARD INDEX FDS	SMALL CP ETF	$8.8M	33449	2.63%	SOLE
15	BROOKFIELD INFRASTRUCTURE PA	LP INT UNIT	$8.5M	236606	2.57%	SOLE
16	MICROSOFT CORP	COM	$8.2M	22020	2.45%	SOLE
17	ISHARES INC	EM MKT SM-CP ETF	$7.9M	113563	2.36%	SOLE
18	CISCO SYS INC	COM	$7.7M	99518	2.32%	SOLE
19	JOHNSON & JOHNSON	COM	$7.3M	29674	2.18%	SOLE
20	VANGUARD INDEX FDS	MID CAP ETF	$7.2M	24924	2.15%	SOLE
21	JPMORGAN CHASE & CO	COM	$6.8M	23086	2.04%	SOLE
22	VANGUARD ADMIRAL FDS INC	MIDCP 400 IDX	$5.7M	49445	1.70%	SOLE
23	SPDR SERIES TRUST	STATE STREET SPD	$5.6M	181490	1.68%	SOLE
24	ISHARES TR	IBDS DEC28 ETF	$5.5M	215277	1.64%	SOLE
25	ISHARES TR	EAFE SML CP ETF	$5.2M	65811	1.55%	SOLE
26	SPDR INDEX SHS FDS	STATE STREET SPD	$5.1M	112330	1.54%	SOLE
27	PFIZER INC	COM	$5.0M	178658	1.51%	SOLE
28	VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$4.5M	38986	1.35%	SOLE
29	PEPSICO INC	COM	$4.1M	26175	1.22%	SOLE
30	SPDR INDEX SHS FDS	STATE STREET SPD	$4.0M	86327	1.22%	SOLE
31	ABBVIE INC	COM	$3.6M	16702	1.09%	SOLE
32	ISHARES TR	IBONDS DEC 29	$3.5M	148903	1.04%	SOLE
33	MERCK & CO INC	COM	$2.9M	23912	0.86%	SOLE
34	ABBOTT LABORATORIES	COM	$2.5M	24316	0.75%	SOLE
35	ISHARES TR	S&P SML 600 GWT	$2.4M	16685	0.73%	SOLE
36	ISHARES TR	MSCI EAFE ETF	$2.4M	24593	0.72%	SOLE
37	EXXON MOBIL CORP	COM	$2.4M	14027	0.72%	SOLE
38	VISA INC	COM CL A	$2.2M	7408	0.67%	SOLE
39	SPDR SERIES TRUST	STATE STREET SPD	$2.2M	6864	0.67%	SOLE
40	CHEVRON CORPORATION	COM	$2.2M	10556	0.66%	SOLE
41	ISHARES TR	IBONDS 27 ETF	$2.0M	83433	0.61%	SOLE
42	SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$1.9M	48443	0.56%	SOLE
43	ISHARES TR	MSCI EMG MKT ETF	$1.8M	32039	0.55%	SOLE
44	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$1.7M	2743	0.51%	SOLE
45	LOWES COS INC	COM	$1.7M	6995	0.50%	SOLE
46	ISHARES TR	IBONDS DEC2026	$1.6M	67891	0.49%	SOLE
47	HOME DEPOT INC	COM	$1.6M	4788	0.47%	SOLE
48	MCDONALDS CORP	COM	$1.4M	4532	0.42%	SOLE
49	ISHARES TR	IBONDS DEC 2030	$1.4M	63049	0.41%	SOLE
50	ISHARES TR	CORE DIV GRWTH	$1.4M	19323	0.41%	SOLE

1–50 of 79

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.