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Harbour Trust & Investment Management Co

Q2 2026 13F filing

Updated 44 days ago

297 disclosed positions worth $1B

Portfolio value
$1B
Total holdings
297
New positions
14
Closed positions
9
Increased
37
Decreased
78
Turnover
7.7%
Filed
2026-07-28

Full holdings

Every line item disclosed in Q2 2026

N

Nvidia Corp.

+1011.4%
Value
$134.5M
Shares
672.2K
% Port
12.95%
G

Alphabet Inc Class C

+1281.5%
Value
$51.9M
Shares
147.0K
% Port
5.00%
A

Apple, Inc.

+628.2%
Value
$48.4M
Shares
167.2K
% Port
4.66%
E

iShares S&P 100

+12077.3%
Value
$29.6M
Shares
81.0K
% Port
2.85%
E

S&P Smallcap 600 Index Fund I Shares

+3096.2%
Value
$28.2M
Shares
190.1K
% Port
2.71%
C

Costco Wholesale Corp

+3190.7%
Value
$27.4M
Shares
29.3K
% Port
2.64%
J

JPMorgan Chase & Co.

+495.1%
Value
$26M
Shares
79.3K
% Port
2.50%
E

S&P Midcap 400 Index Fund I Shares

+5853.1%
Value
$25.1M
Shares
325.3K
% Port
2.41%
M

Microsoft Corp

+892.7%
Value
$24.1M
Shares
64.6K
% Port
2.32%
P
10.PANW

Palo Alto Networks Inc

+2800.1%
Value
$23M
Shares
67.5K
% Port
2.21%
B

Berkshire Hathaway Inc Cl B

+2480.6%
Value
$22.6M
Shares
45.2K
% Port
2.18%
M
12.MA

MasterCard Inc

+4640.4%
Value
$22M
Shares
42.8K
% Port
2.11%
H
13.HODL

VanEck Vectors Morningstar Wide Moat ETF

+23329.4%
Value
$21.5M
Shares
207.1K
% Port
2.07%
A
14.ALAB

Astera Labs Inc

+50659.5%
Value
$20.6M
Shares
42.6K
% Port
1.98%
A
15.AMZN

Amazon.com Inc.

+658.4%
Value
$19.7M
Shares
82.5K
% Port
1.89%
D
16.DE

Deere & Co.

+3678.9%
Value
$18.8M
Shares
29.7K
% Port
1.81%
R
17.RTX

RTX Corporation

+1153.8%
Value
$17.9M
Shares
94.2K
% Port
1.72%
L
18.LLY

Eli Lilly & Co.

+1198.5%
Value
$17.1M
Shares
14.3K
% Port
1.65%
M
19.META

Meta Platforms Inc.

+1670.9%
Value
$16.3M
Shares
28.9K
% Port
1.57%
?
20.N/A

Flexshares Credit Scored US Corp Bond Fund

+3084.6%
Value
$14.9M
Shares
306.1K
% Port
1.43%
?
21.N/A

Flexshares Developed ex-US Factor Tilt Fund

+4412.5%
Value
$14.8M
Shares
150.8K
% Port
1.42%
T
22.TJX

TJX Companies

+2596.7%
Value
$14.2M
Shares
93.8K
% Port
1.37%
S
23.SPY

State Street SPDR S&P 500 ETF

+510.2%
Value
$13.7M
Shares
18.4K
% Port
1.32%
S
24.SYK

Stryker Corp

+674.0%
Value
$13.4M
Shares
42.6K
% Port
1.29%
N

Nextera Energy Inc

+1582.8%
Value
$12.4M
Shares
141.3K
% Port
1.19%
N
26.NVDA

Nvidia Corp.

-1.9%
Value
$11.9M
Shares
59.3K
% Port
1.14%
W
27.WELL

Welltower Inc

+2200.1%
Value
$11.8M
Shares
52.0K
% Port
1.14%
X
28.XOM

Exxon Mobil Corp.

+512.9%
Value
$11.6M
Shares
84.8K
% Port
1.12%
M
29.MDY

State Street SPDR S&P MidCap 400 ETF Trust

+3709.0%
Value
$10.7M
Shares
15.2K
% Port
1.03%
M
30.MCD

McDonald's Corp

+241.1%
Value
$10.6M
Shares
39.4K
% Port
1.02%
Q
31.QQQ

Invesco QQQ Trust

+4815.6%
Value
$10.2M
Shares
13.9K
% Port
0.98%
B
32.BX

Blackstone Group Inc

+2117.2%
Value
$8.7M
Shares
73.9K
% Port
0.84%
?
33.N/A

Vanguard Short Term Corporate Bond ETF

+10169.9%
Value
$8.3M
Shares
105.6K
% Port
0.80%
S

State Street Comm Svcs Select Sector SPDR ETF

+4992.8%
Value
$8.2M
Shares
76.1K
% Port
0.79%
F
35.FBTC

Williams Companies, Inc.

+1587.3%
Value
$8M
Shares
107.1K
% Port
0.77%
P
36.PEP

Pepsico, Inc.

+1414.2%
Value
$7.9M
Shares
58.5K
% Port
0.76%
G

Alphabet Inc Class A

+282.7%
Value
$7.4M
Shares
20.7K
% Port
0.71%
T
38.TMO

Thermo Fisher Scientific, Inc.

+3942.9%
Value
$7.1M
Shares
14.2K
% Port
0.68%
J
39.JNJ

Johnson & Johnson

+261.0%
Value
$7M
Shares
27.4K
% Port
0.67%
B
40.BSTZ

BlackRock Inc

+2971.2%
Value
$6.7M
Shares
6.9K
% Port
0.64%
E
41.ECL

Ecolab Inc.

+634.9%
Value
$6.7M
Shares
23.9K
% Port
0.64%
L
42.LOW

Lowe's Companies

+921.9%
Value
$6.7M
Shares
30.2K
% Port
0.64%
S

State Street Consumer Dis Select Sector SPDR

+1081.3%
Value
$6.5M
Shares
55.6K
% Port
0.63%
A
44.AAPL

Apple, Inc.

-1.9%
Value
$6.5M
Shares
22.5K
% Port
0.63%
M
45.MPWR

Monolithic Power Systems Inc

+52133.3%
Value
$6.5M
Shares
4.7K
% Port
0.63%
S

State Street Industrial Sector SPDR ETF

+29913.5%
Value
$6.2M
Shares
33.3K
% Port
0.59%
V
47.VGES

Vanguard Short-Term Bond ETF

+8620.9%
Value
$5.9M
Shares
76.0K
% Port
0.57%
E
48.ETHA

iShares MSCI EAFE Index Fund

+11401.0%
Value
$5.8M
Shares
55.7K
% Port
0.56%
P
49.PLTR

Palantir Technologies Inc

+2838.3%
Value
$5.1M
Shares
43.9K
% Port
0.49%
S
50.SYY

Sysco Corporation

+2684.9%
Value
$4.9M
Shares
58.3K
% Port
0.47%