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 Group, Inc. (CIK 1840486) reported $692.5M across 115 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JCPB ($50.4M, 7.28%), FBND ($49.8M, 7.19%), FLQM ($49.5M, 7.15%), BKCI ($48.3M, 6.98%), MOAT ($46.9M, 6.77%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JCPB | J P MORGAN EXCHANGE TRADED F | $50.4M | 7.28% | 1.1M | Added |
| 2 | FBND | FIDELITY MERRIMACK STR TR | $49.8M | 7.19% | 1.1M | Added |
| 3 | FLQM | FRANKLIN TEMPLETON ETF TR | $49.5M | 7.15% | 901,408 | Added |
| 4 | BKCI | BNY MELLON ETF TRUST | $48.3M | 6.98% | 977,236 | Added |
| 5 | MOAT | VANECK ETF TRUST | $46.9M | 6.77% | 484,623 | Added |
| 6 | PVAL | PUTNAM ETF TRUST | $39.9M | 5.77% | 860,780 | Added |
| 7 | IQLT | ISHARES TR | $38.8M | 5.61% | 839,848 | Added |
| 8 | SPYV | SPDR SERIES TRUST | $27.5M | 3.97% | 485,270 | Trimmed |
| 9 | AVUV | AMERICAN CENTY ETF TR | $24.7M | 3.57% | 223,950 | Trimmed |
| 10 | IJH | ISHARES TR | $23.2M | 3.36% | 344,275 | Trimmed |
| 11 | TCHP | T ROWE PRICE ETF INC | $22.6M | 3.27% | 512,441 | Added |
| 12 | SCHG | SCHWAB STRATEGIC TR | $21.3M | 3.08% | 731,089 | Trimmed |
| 13 | IVV | ISHARES TR | $20.6M | 2.98% | 31,593 | Added |
| 14 | IJR | ISHARES TR | $20.4M | 2.95% | 164,269 | Trimmed |
| 15 | SPYG | SPDR SERIES TRUST | $18.8M | 2.72% | 192,303 | Trimmed |
| 16 | HTAX | NOMURA ETF TR | $18.0M | 2.60% | 744,931 | Added |
| 17 | JMUB | J P MORGAN EXCHANGE TRADED F | $15.5M | 2.23% | 309,076 | Added |
| 18 | SCHM | SCHWAB STRATEGIC TR | $14.7M | 2.12% | 475,237 | Trimmed |
| 19 | RLY | SSGA ACTIVE ETF TR | $10.5M | 1.52% | 291,378 | Trimmed |
| 20 | SCHV | SCHWAB STRATEGIC TR | $10.0M | 1.44% | 326,994 | Trimmed |
| 21 | MUB | ISHARES TR | $9.1M | 1.31% | 85,485 | Trimmed |
| 22 | SCHX | SCHWAB STRATEGIC TR | $7.1M | 1.03% | 277,142 | Trimmed |
| 23 | VPLS | VANGUARD MALVERN FDS | $6.5M | 0.94% | 84,316 | Added |
| 24 | AVDV | AMERICAN CENTY ETF TR | $6.1M | 0.88% | 60,712 | Added |
| 25 | AVEM | AMERICAN CENTY ETF TR | $5.2M | 0.75% | 64,588 | Added |
Source: SEC Form 13F filings · as of 2026-03-31