Universe · entity
HARBOR ADVISORY CORP /MA/
Institutional manager (13F) · CIK 1100710
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $318M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $19M | 32,471 |
| 2 | ALPHABET INC | $15M | 52,301 |
| 3 | FIRST TR EXCHANGE-TRADED FD | $14M | 322,007 |
| 4 | VANGUARD INTL EQUITY INDEX F | $14M | 172,160 |
| 5 | ISHARES TR | $14M | 203,872 |
| 6 | VANGUARD INTL EQUITY INDEX F | $13M | 239,540 |
| 7 | AMAZON COM INC | $13M | 61,875 |
| 8 | ISHARES TR | $12M | 98,493 |
| 9 | J P MORGAN EXCHANGE TRADED F | $12M | 262,618 |
| 10 | BERKSHIRE HATHAWAY INC DEL | $11M | 22,097 |
| 11 | APPLE INC | $10M | 40,542 |
| 12 | ISHARES TR | $10M | 31,072 |
| 13 | ISHARES TR | $10M | 15,163 |
| 14 | VANGUARD INDEX FDS | $9M | 33,449 |
| 15 | BROOKFIELD INFRASTRUCTURE PA | $9M | 236,606 |
| 16 | MICROSOFT CORP | $8M | 22,020 |
| 17 | ISHARES INC | $8M | 113,563 |
| 18 | CISCO SYS INC | $8M | 99,518 |
| 19 | JOHNSON & JOHNSON | $7M | 29,674 |
| 20 | VANGUARD INDEX FDS | $7M | 24,924 |
| 21 | JPMORGAN CHASE & CO | $7M | 23,086 |
| 22 | VANGUARD ADMIRAL FDS INC | $6M | 49,445 |
| 23 | SPDR SERIES TRUST | $6M | 181,490 |
| 24 | ISHARES TR | $5M | 215,277 |
| 25 | ISHARES TR | $5M | 65,811 |
| 26 | SPDR INDEX SHS FDS | $5M | 112,330 |
| 27 | PFIZER INC | $5M | 178,658 |
| 28 | VANGUARD ADMIRAL FDS INC | $4M | 38,986 |
| 29 | PEPSICO INC | $4M | 26,175 |
| 30 | SPDR INDEX SHS FDS | $4M | 86,327 |
| 31 | ABBVIE INC | $4M | 16,702 |
| 32 | ISHARES TR | $3M | 148,903 |
| 33 | MERCK & CO INC | $3M | 23,912 |
| 34 | ABBOTT LABORATORIES | $2M | 24,316 |
| 35 | ISHARES TR | $2M | 16,685 |
| 36 | ISHARES TR | $2M | 24,593 |
| 37 | EXXON MOBIL CORP | $2M | 14,027 |
| 38 | VISA INC | $2M | 7,408 |
| 39 | SPDR SERIES TRUST | $2M | 6,864 |
| 40 | CHEVRON CORPORATION | $2M | 10,556 |
| 41 | ISHARES TR | $2M | 83,433 |
| 42 | SCHWAB STRATEGIC TR | $2M | 48,443 |
| 43 | ISHARES TR | $2M | 32,039 |
| 44 | STATE STR SPDR S&P MIDCAP 40 | $2M | 2,743 |
| 45 | LOWES COS INC | $2M | 6,995 |
| 46 | ISHARES TR | $2M | 67,891 |
| 47 | HOME DEPOT INC | $2M | 4,788 |
| 48 | MCDONALDS CORP | $1M | 4,532 |
| 49 | ISHARES TR | $1M | 63,049 |
| 50 | ISHARES TR | $1M | 19,323 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.