4 institutions reported holding $2.2M of HARBOR FUNDS CAP APPREC INST (HACAX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Fairfield Financial Advisors, LTD ($2.0M), MOODY LYNN & LIEBERSON, LLC ($289,718), Garton & Associates Financial Advisors LLC ($0), Kohmann Bosshard Financial Services, LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Fairfield Financial Advisors, LTD | $2.0M | 18,878 | Trimmed |
| 2 | MOODY LYNN & LIEBERSON, LLC | $289,718 | 2,790 | Hold |
| 3 | Garton & Associates Financial Advisors LLC | $0 | 0 | Exited |
| 4 | Kohmann Bosshard Financial Services, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31