Arkolith/Funds/Harbor Group, Inc.

Harbor Group, Inc.

CIK 1840486
Holdings as of Jun 30, 2026·disclosed Jul 22, 2026·~22-day 13F lag·13F-HR
Active Filer

Harbor Group, Inc. holds a focused book of 115 stocks worth $851.3M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Tapestry Inc and trimmed Ishares Core S&P Midcap ETF. Their largest long position is Tapestry Inc at 10% of the equity book. Cloning the disclosed picks since 2024 would be +16% (+8.7%/yr). That is a simulation of the disclosed long book, not audited returns.

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holdings, largest changes, and filing provenance.
Opened
7
new positions
Added to
56
existing
Trimmed
45
reduced
Sold out
7
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+16.1%
+8.7%/yr · since Oct '24
Their reported book
+18.2%
held from quarter-end
S&P 500
+30.3%
same window
$9K$10K$11K$12K$13KOct '24Feb '25Jul '25Nov '25Mar '26Jul '26
Harbor Group, Inc. (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +18.2%, a 2.0-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Harbor Group, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
35%
Top 10 holdings
58%
Top 20 holdings
83%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

13% mapped to company sectors

ETF / fund or unclassified
87%
Materials
10%
Information Technology
1%
Industrials
1%
Financials
1%
Health Care
0%
Consumer Discretionary
0%
Energy
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Harbor Group, Inc.

Manager / fundShared namesTheir $ in those
ROYAL BANK OF CANADA79 / 80$98.7B
LPL Financial LLC78 / 80$91.7B
OSAIC HOLDINGS, INC.78 / 80$17.4B
MORGAN STANLEY77 / 80$357.0B
WELLS FARGO & COMPANY/MN77 / 80$133.8B
JONES FINANCIAL COMPANIES LLLP77 / 80$104.3B
COMMONWEALTH EQUITY SERVICES, LLC77 / 80$19.6B
BANK OF AMERICA CORP /DE/76 / 80$343.3B

Ranked by how many of Harbor Group, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

115 positions
#SecurityValueShares% PortLast moveHistory
1Tapestry Inc
COM
$81.0M553.3K
9.5%
New
New position
2Franklin Templeton ETF TR
US MID CP MLTFCT
$54.7M945.3K
6.4%
+4.9%
Added · +44K sh
3Bny Mellon ETF Trust
CONCE INTL ETF
$54.7M1.01M
6.4%
+3.7%
Added · +36K sh
4Vaneck ETF Trust
MRNGSTR WDE MOAT
$52.1M500.9K
6.1%
+3.4%
Added · +16K sh
5J P Morgan Exchange Traded F
CORE PLUS BD ETF
$51.4M1.09M
6.0%
+2.1%
Added · +23K sh
6Fidelity Merrimack STR TR
TOTAL BD ETF
$50.8M1.12M
6.0%
+2.2%
Added · +24K sh
7Putnam ETF Trust
FOCUSED LAR CAP
$44.6M876.3K
5.2%
+1.8%
Added · +16K sh
8Ishares TR
MSCI INTL QUALTY
$43.6M880.7K
5.1%
+4.9%
Added · +41K sh
9SPDR Series Trust
ST STR P500VAL
$30.4M500.8K
3.6%
+3.2%
Added · +16K sh
10American Centy ETF TR
US SML CP VALU
$28.0M224.5K
3.3%
+0.3%
Added · +560 sh
11T Rowe Price Exchange-Traded
PRICE BLUE CHIP
$27.7M553.4K
3.3%
+8.0%
Added · +41K sh
12Ishares TR
CORE S&P MCP ETF
$26.5M343.4K
3.1%
−0.3%
Reduced · −866 sh
13Schwab Strategic TR
US LCAP GR ETF
$24.6M725.8K
2.9%
−0.7%
Reduced · −5K sh
14Ishares TR
CORE S&P SCP ETF
$23.9M161.3K
2.8%
−1.8%
Reduced · −3K sh
15Ishares TR
CORE S&P500 ETF
$23.8M31.8K
2.8%
+0.7%
Added · +225 sh
16SPDR Series Trust
ST STR P500GRW
$23.2M195.2K
2.7%
+1.5%
Added · +3K sh
17Nomura ETF TR
NATIONAL HIGH YL
$18.3M735.0K
2.2%
−1.3%
Reduced · −10K sh
18Schwab Strategic TR
US MID-CAP ETF
$17.6M478.1K
2.1%
+0.6%
Added · +3K sh
19J P Morgan Exchange Traded F
MUNICIPAL ETF
$15.9M313.2K
1.9%
+1.3%
Added · +4K sh
20Schwab Strategic TR
US LCAP VA ETF
$11.3M323.7K
1.3%
−1.0%
Reduced · −3K sh
21Ssga Active ETF TR
ST STR REAL ETF
$10.2M295.8K
1.2%
+1.5%
Added · +4K sh
22Schwab Strategic TR
US LRG CAP ETF
$8.1M275.8K
1.0%
−0.5%
Reduced · −1K sh
23Ishares TR
NATIONAL MUN ETF
$8.1M75.1K
0.9%
−12%
Reduced · −10K sh
24Vanguard Malvern FDS
CORE-PLUS BD ETF
$8.0M103.7K
0.9%
+23%
Added · +19K sh
25T Rowe Price Exchange-Traded
CAP APPRECIATION
$7.5M182.4K
0.9%
+29%
Added · +41K sh
26American Centy ETF TR
INTL SMCP VLU
$7.4M72.3K
0.9%
+19%
Added · +12K sh
27American Centy ETF TR
AVANTIS EMGMKT
$7.4M77.0K
0.9%
+19%
Added · +12K sh
28American Centy ETF TR
INTERNATIONAL LR
$6.6M84.9K
0.8%
+23%
Added · +16K sh
29Caterpillar Inc
COM
$5.2M4.9K
0.6%
−0.2%
Reduced · −11 sh
30Ishares TR
EAFE VALUE ETF
$4.9M64.1K
0.6%
+1.8%
Added · +1K sh
31Ishares TR
EAFE GRWTH ETF
$4.9M39.3K
0.6%
+1.1%
Added · +447 sh
32SPDR Series Trust
ST STR P500ETF
$4.8M54.1K
0.6%
+47%
Added · +17K sh
33Dimensional ETF Trust
WORLD EX US CORE
$4.3M115.6K
0.5%
+0.9%
Added · +1K sh
34Schwab Strategic TR
US SML CAP ETF
$3.4M93.0K
0.4%
−2.8%
Reduced · −3K sh
35SPDR Series Trust
ST NUVE HIGH ETF
$3.0M117.6K
0.4%
−0.7%
Reduced · −786 sh
36Vanguard Index FDS
GROWTH ETF
$2.5M28.9K
0.3%
+499%
Added · +24K sh
37Ishares TR
CORE 60 BALA ETF
$2.1M30.8K
0.3%
+10%
Added · +3K sh
38Apple Inc
COM
$2.1M7.1K
0.2%
−21%
Reduced · −2K sh
39Schwab Strategic TR
FUNDAMENTAL US L
$2.0M64.9K
0.2%
~0%
Added · +5 sh
40Vanguard Mun BD FDS
SHORT TAX EXEMPT
$2.0M25.9K
0.2%
−18%
Reduced · −6K sh
41Analog Devices Inc
COM
$1.9M4.8K
0.2%
Held
42Vanguard Index FDS
MID CAP ETF
$1.9M23.7K
0.2%
+294%
Added · +18K sh
43Vanguard Index FDS
TOTAL STK MKT
$1.9M5.1K
0.2%
+0.3%
Added · +14 sh
44Invesco QQQ TR
UNIT SER 1
$1.5M2.0K
0.2%
−7.0%
Reduced · −155 sh
45Vanguard Index FDS
SMALL CP ETF
$1.3M4.2K
0.2%
−2.0%
Reduced · −88 sh
46JPMorgan Chase & Co
COM
$1.3M3.8K
0.1%
+0.5%
Added · +19 sh
47Ge Aerospace
COM NEW
$1.1M3.1K
0.1%
−0.8%
Reduced · −25 sh
48Eastern Bankshares Inc
COM
$1.1M49.4K
0.1%
−34%
Reduced · −25K sh
49Visa Inc
COM CL A
$1.1M3.2K
0.1%
−4.6%
Reduced · −153 sh
50Ishares TR
CORE MSCI EAFE
$1.0M10.6K
0.1%
+9.5%
Added · +923 sh
Showing 50 of 115 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 22, 2026115$851.3M13F-HR
Q1 2026Mar 31, 2026Apr 10, 2026116$692.5M13F-HR
Q4 2025Dec 31, 2025Jan 12, 2026115$668.2M13F-HR
Q3 2025Sep 30, 2025Oct 14, 2025105$629.1M13F-HR
Q2 2025Jun 30, 2025Jul 14, 2025100$564.5M13F-HR
Q1 2025Mar 31, 2025Apr 11, 202596$500.9M13F-HR
Q4 2024Dec 31, 2024Jan 15, 202593$445.5M13F-HR
Q3 2024Sep 30, 2024Oct 9, 202490$432.9M13F-HR
Q2 2024Jun 30, 2024Jul 12, 202485$390.5M13F-HR
Q1 2024Mar 31, 2024Apr 16, 202482$379.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.