Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Harbor Advisors LLC (CIK 1687156) reported $795.1M across 194 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: EQIX ($249.4M, 31.36%), MU ($57.7M, 7.26%), GOOGL ($52.0M, 6.54%), AAPL ($42.9M, 5.40%), AMZN ($36.5M, 4.59%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | EQIX | EQUINIX INC | $249.4M | 31.36% | 239,240 | Hold |
| 2 | MU | MICRON TECHNOLOGY INC | $57.7M | 7.26% | 50,000 | Trimmed |
| 3 | GOOGL | ALPHABET INC | $52.0M | 6.54% | 145,600 | Hold |
| 4 | AAPL | APPLE INC | $42.9M | 5.40% | 148,400 | Hold |
| 5 | AMZN | AMAZON COM INC | $36.5M | 4.59% | 153,200 | Hold |
| 6 | NVDA | NVIDIA CORPORATION | $36.0M | 4.53% | 180,000 | Hold |
| 7 | CNQ | CANADIAN NAT RES LTD MED TER | $19.7M | 2.48% | 499,800 | Hold |
| 8 | IBKR | INTERACTIVE BROKERS GROUP IN | $16.3M | 2.05% | 186,832 | Hold |
| 9 | FTAI | FTAI AVIATION LTD | $15.4M | 1.94% | 57,000 | Hold |
| 10 | MA | MASTERCARD INCORPORATED | $13.4M | 1.68% | 26,000 | Hold |
| 11 | MSFT | MICROSOFT CORP | $9.9M | 1.24% | 26,500 | Hold |
| 12 | FERG | FERGUSON ENTERPRISES INC | $9.8M | 1.23% | 41,255 | Hold |
| 13 | NTB | BANK OF N T BUTTERFIELD & SO | $8.6M | 1.08% | 144,908 | Hold |
| 14 | JPM | JPMORGAN CHASE & CO | $7.9M | 0.99% | 24,148 | Hold |
| 15 | META | META PLATFORMS INC | $7.8M | 0.98% | 13,800 | Hold |
| 16 | NBIS | NEBIUS GROUP N.V. | $7.6M | 0.96% | 27,600 | Hold |
| 17 | GOOG | ALPHABET INC | $7.1M | 0.89% | 20,000 | Hold |
| 18 | PJT | PJT PARTNERS INC | $6.3M | 0.79% | 41,519 | Hold |
| 19 | NUE | NUCOR CORP | $6.2M | 0.78% | 27,992 | Hold |
| 20 | SPGI | S&P GLOBAL INC | $5.6M | 0.70% | 13,667 | Hold |
| 21 | DLR | DIGITAL RLTY TR INC | $5.5M | 0.69% | 30,552 | Added |
| 22 | EVR | EVERCORE INC | $5.1M | 0.64% | 15,000 | Hold |
| 23 | CRWD | CROWDSTRIKE HLDGS INC | $4.8M | 0.60% | 6,250 | Hold |
| 24 | BLK | BLACKROCK INC | $3.8M | 0.47% | 3,924 | Hold |
| 25 | WMT | WALMART INC | $3.7M | 0.47% | 33,000 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30