HARBOR ADVISORY CORP /MA/ - Portfolio overview

HARBOR ADVISORY CORP /MA/ has 86 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

  1. VOO - VANGUARD INDEX FDS, 5.72%
  2. GOOGL - ALPHABET INC, 4.43%
  3. FTSL - FIRST TR EXCHANGE-TRADED FD, 4.25%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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