Fund HoldingsHarbor Advisors LLC

Total Portfolio Value
$575.95M
Total Bought
$4.79M
Total Sold
$3.12M
Net Transaction
+$1.68M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
T-MOBILE US INC(TMUS)20,65020,65004,5585,5080.96%+949
MASTERCARD INCORPORATED(MA)26,00026,000013,69114,2512.47%+560
BROWN & BROWN INC(BRO)024,000+24,00002,9860.52%+2,986
GALLAGHER ARTHUR J & CO(AJG)8,3758,37502,3772,8910.50%+514
F&G ANNUITIES & LIFE INC(FG)012,271+12,27104420.08%+442
CHARTER COMMUNICATIONS INC N(CHTR)15,94215,94205,4645,8751.02%+411
BANK OF NT BUTTERFIELD&SON L
SHS NEW
0155,408+155,40806,0481.05%+6,048
VENTURE GLOBAL INC(VG)030,000+30,00003090.05%+309
FIDELITY NATIONAL FINANCIAL(FNF)033,409+33,40902,1740.38%+2,174
FOX CORP(FOX)41,26541,266+11,8882,1750.38%+288
UNITEDHEALTH GROUP INC(UNH)0500+50002620.05%+262
KINSALE CAP GROUP INC(KNSL)01,300+1,30006330.11%+633
GILEAD SCIENCES INC(GILD)02,000+2,00002240.04%+224
RYAN SPECIALTY HOLDINGS INC(RYAN)03,000+3,00002220.04%+222
ALIBABA GROUP HLDG LTD(BABA)4,5004,50003825950.10%+213
WILLIS TOWERS WATSON PLC LTD(WTW)0605+60502040.04%+204
COTERRA ENERGY INC60,04360,04301,5331,7350.30%+202
GE AEROSPACE(GE)6,0006,00001,0011,2010.21%+200
LIBERTY BROADBAND CORP(LBRDA)018,674+18,67401,5880.28%+1,588
COSTAR GROUP INC(CSGP)22,56022,56001,6151,7870.31%+172
FIDELIS INSURANCE HOLDINGS L
COM
010,000+10,00001620.03%+162
HESS CORP06,000+6,00009580.17%+958
EOG RES INC(EOG)025,900+25,90003,3210.58%+3,321
VISA INC(V)4,0004,00001,2641,4020.24%+138
S&P GLOBAL INC(SPGI)013,667+13,66706,9441.21%+6,944
JPMORGAN CHASE & CO.(JPM)24,14824,14805,7895,9241.03%+135
VERTIV HOLDINGS CO(VRT)2,0005,000+3,0002273610.06%+134
MICRON TECHNOLOGY INC(MU)048,500+48,50004,2140.73%+4,214
BERKSHIRE HATHAWAY INC DEL01+107980.14%+798
RTX CORPORATION(RTX)06,766+6,76608960.16%+896
WESTERN ALLIANCE BANCORP(WAL)7,0009,000+2,0005856910.12%+107
MCKESSON CORP(MCK)1,0001,00005706730.12%+103
NUCOR CORP(NUE)027,992+27,99203,3690.58%+3,369
AON PLC(AON)2,5002,50008989980.17%+100
AMERICAN INTL GROUP INC07,000+7,00006090.11%+609
CHEVRON CORP NEW(CVX)04,372+4,37207310.13%+731
PALANTIR TECHNOLOGIES INC(PLTR)11,00011,00008329280.16%+96
NEBIUS GROUP N.V.(NBIS)17,50027,500+10,0004855810.10%+96
EXXON MOBIL CORP08,057+8,05709580.17%+958
UBER TECHNOLOGIES INC(UBER)07,298+7,29805320.09%+532
JD.COM INC(JD)014,000+14,00005760.10%+576
AGNICO EAGLE MINES LTD(AEM)02,800+2,80003040.05%+304
FRANCO NEV CORP(FNV)02,000+2,00003150.05%+315
YUM CHINA HLDGS INC(YUMC)19,00019,00009159890.17%+74
VERISIGN INC1,5001,50003103810.07%+70
CROWDSTRIKE HLDGS INC(CRWD)6,2506,25002,1392,2040.38%+65
KEURIG DR PEPPER INC(KDP)030,000+30,00001,0270.18%+1,027
WILLIAMS COS INC(WMB)10,00010,00005415980.10%+56
CONOCOPHILLIPS(COP)09,272+9,27209740.17%+974
NUTRIEN LTD(NTR)010,208+10,20805070.09%+507
JOHNSON & JOHNSON(JNJ)02,304+2,30403820.07%+382
ELI LILLY & CO(LLY)0900+90007430.13%+743
DEVON ENERGY CORP NEW(DVN)010,330+10,33003860.07%+386
STANDARDAERO INC(SARO)25,12525,12506226690.12%+47
ARCH CAP GROUP LTD
ORD
011,500+11,50001,1060.19%+1,106
HANMI FINL CORP(HAFC)17,50020,000+2,5004134530.08%+40
FOX CORP(FOX)4,7664,76602322700.05%+38
SUNRISE COMMUNICATIONS AG6,8726,87202963320.06%+36
PHILLIPS 66(PSX)03,541+3,54104370.08%+437
CME GROUP INC(CME)1,0001,00002322650.05%+33
WELLS FARGO CO NEW(WFC)20,00020,00001,4051,4360.25%+31
ECHOSTAR CORP(ECHO)010,000+10,00002560.04%+256
ENSTAR GROUP LIMITED02,500+2,50008310.14%+831
BRISTOL-MYERS SQUIBB CO(BMY)5,0005,00002833050.05%+22
FERROVIAL SE
ORD SHS
08,729+8,72903890.07%+389
NETFLIX INC(NFLX)50050004464660.08%+21
LANTHEUS HLDGS INC(LNTH)2,5002,50002242440.04%+20
FIRST AMERN FINL CORP(FAF)05,000+5,00003280.06%+328
ZOETIS INC(ZTS)05,976+5,97609840.17%+984
HERTZ GLOBAL HLDGS INC26,46726,4670971040.02%+7
NORFOLK SOUTHN CORP(NSC)03,000+3,00007110.12%+711
EVEREST GROUP LTD(EG)05,000+5,00001,8170.32%+1,817
HOMETRUST BANCSHARES INC(HTB)06,995+6,99502400.04%+240
CITIGROUP INC(C)5,0005,00003523550.06%+3
LIVE NATION ENTERTAINMENT IN(LYV)2,0002,00002592610.05%+2
GRUPO TELEVISA S A B(TV)024,628+24,6280430.01%+43
BGC GROUP INC010,000+10,0000920.02%+92
BLUE RIDGE BANKSHARES INC VA021,081+21,0810690.01%+69
OCCIDENTAL PETE CORP(OXY)08,500+8,50004200.07%+420
CAPITAL BANCORP INC MD11,51711,51703283260.06%-2
CBRE GROUP INC(CBRE)6,0006,00007887850.14%-3
JONES LANG LASALLE INC(JLL)01,000+1,00002480.04%+248
VOYA FINANCIAL INC(VOYA)06,000+6,00004070.07%+407
ESSA BANCORP INC010,000+10,00001890.03%+189
TFS FINL CORP(TFSL)042,260+42,26005240.09%+524
RESMED INC(RMD)1,5001,50003433360.06%-7
MELCO RESORTS AND ENTMNT LTD(MLCO)017,500+17,5000920.02%+92
HIGHWOODS PPTYS INC(HIW)010,000+10,00002960.05%+296
OLD NATL BANCORP IND(ONB)19,77919,77904294190.07%-10
LIBERTY GLOBAL LTD(LBTYA)010,044+10,04401160.02%+116
GOLDMAN SACHS GROUP INC(GS)50050002862730.05%-13
INTUITIVE SURGICAL INC50050002612480.04%-13
BAUSCH HEALTH COS INC010,000+10,0000650.01%+65
DIAMONDBACK ENERGY INC(FANG)04,398+4,39807030.12%+703
CONAGRA BRANDS INC(CAG)016,500+16,50004400.08%+440
VERALTO CORP(VLTO)04,167+4,16704060.07%+406
FIRST BANCSHARES INC MISS15,67115,67105485300.09%-19
FIRST HORIZON CORPORATION(FHN)26,73226,73205385190.09%-19
COMMUNITY FINANCIAL SYSTEM I(CBU)4,0584,05802502310.04%-20
KURA ONCOLOGY INC(KURA)10,00010,000087660.01%-21
Page 1 of 1