Institutional Fund
Harbor Group, Inc.
Bedford, NHCIK 18404865 filings on record
Portfolio Value
$692.01M
Q1 2026
Holdings
115
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+3.6%
from $667.68M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- J P Morgan Exchange Traded F7.3%
- Fidelity Merrimack Str Tr7.2%
- Franklin Templeton ETF Tr7.2%
- Bny Mellon ETF Trust7.0%
- Vaneck ETF Trust6.8%
- Putnam ETF Trust5.8%
- Other58.8%
Portfolio Holdings
115 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F | 1.07M | $50.44M | 7.3% | +55.3K | Added |
| 2 | Fidelity Merrimack Str Tr | 1.09M | $49.81M | 7.2% | +60.6K | Added |
| 3 | Franklin Templeton ETF Tr | 901.4K | $49.51M | 7.2% | +74.8K | Added |
| 4 | Bny Mellon ETF Trust | 977.2K | $48.34M | 7.0% | +33.0K | Added |
| 5 | Vaneck ETF Trust | 484.6K | $46.86M | 6.8% | +12.7K | Added |
| 6 | Putnam ETF Trust | 860.8K | $39.94M | 5.8% | +12.5K | Added |
| 7 | Ishares Tr | 839.8K | $38.83M | 5.6% | +2.4K | Added |
| 8 | Spdr Series Trust | 485.3K | $27.46M | 4.0% | −5.5K | Reduced |
| 9 | American Centy ETF Tr | 223.9K | $24.74M | 3.6% | −4.4K | Reduced |
| 10 | Ishares Tr | 344.3K | $23.25M | 3.4% | −4.9K | Reduced |
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