— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

HARBOUR INVESTMENTS, INC.

Q4 2025 · Filed 2026-02-09
Market Value
$4.9B
+11.8%
Holdings
3,795
+152
New Purchases
276
Added To
1,458
Closed
182
Reduced
1,056
Top 10 Concentration
22.1%
Turnover
12.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AVDE 0.73% 0.00% +0.73% $36M
ABBV 0.81% 0.14% +0.67% $39M
LOTI 0.58% 0.00% +0.58% $28M
DFSV 0.46% 0.00% +0.46% $23M
DUHP 0.47% 0.02% +0.45% $23M
ABT 0.36% 0.08% +0.28% $18M
LLY 0.59% 0.32% +0.27% $29M
DFCF 0.24% 0.00% +0.24% $12M
CGCP 1.31% 1.10% +0.21% $64M
DFAS 0.23% 0.03% +0.20% $11M
BNDX 0.44% 0.24% +0.19% $21M
DFGR 0.18% 0.00% +0.18% $9M
AVEM 1.22% 1.05% +0.17% $60M
UCON 1.84% 1.69% +0.15% $90M
CAH 0.15% 0.00% +0.15% $7M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FTCS 0.76% 1.28% -0.51% $37M
SDVY 2.14% 2.55% -0.41% $104M
SCHD 0.91% 1.20% -0.29% $44M
SCHX 0.98% 1.27% -0.29% $48M
FVD 0.42% 0.69% -0.27% $20M
QQQ 3.48% 3.72% -0.24% $169M
BUFR 1.75% 1.96% -0.21% $85M
RDVY 0.83% 1.03% -0.20% $40M
IJH 1.70% 1.90% -0.20% $83M
AGG 0.15% 0.34% -0.19% $7M
COWZ 0.48% 0.62% -0.14% $23M
VOO 5.96% 6.09% -0.14% $290M
NVDA 0.98% 1.10% -0.13% $48M
IVV 1.20% 1.32% -0.12% $59M
FTSM 0.28% 0.40% -0.12% $14M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 79 $1.4B 28.0%
Large Cap 1,002 $2.0B 40.2%
Mid Cap 929 $926M 19.0%
Small Cap 1,048 $409M 8.4%
Micro Cap 737 $216M 4.4%

Portfolio Analytics

Avg Market Cap
$29.1B
Median Market Cap
$2.5B
Avg P/E
31.9
Median P/E
20.2
Avg Dividend Yield
0.03%
Avg Beta
0.97
# Stocks
1,941
# ETFs / Funds
1,854

Top Holdings (3,795 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VOO 5.96% 462,287 $290M $627.13 $25M +28,881 +6.7%
2 QQQ 3.48% 275,544 $169M $614.31 $7M +5,786 +2.1%
3 SDVY 2.14% 2,715,794 $104M $38.32 -$7M -204,875 -7.0%
4 UCON 1.84% 3,561,628 $90M $25.17 $16M +638,178 +21.8%
5 BUFR 1.75% 2,481,942 $85M $34.26 -$113K -65,762 -2.6%
6 IJH 1.70% 1,254,237 $83M $66.00 $64K -13,243 -1.0%
7 AAPL 1.51% 270,999 $74M $271.86 $3M -5,865 -2.1%
8 CGCP 1.31% 2,819,563 $64M $22.64 $16M +711,803 +33.8%
9 AVEM 1.22% 773,518 $60M $77.02 $14M +162,493 +26.6%
10 IVV 1.20% 85,596 $59M $684.94 $1M -504 -0.6%
11 SPY 1.20% 85,537 $58M $681.92 $4M +4,644 +5.7%
12 SPLG 1.10% 664,814 $53M $80.22 $627K -7,957 -1.2%
13 VGT 1.01% 65,278 $49M $753.78 $2M +1,721 +2.7%
14 SCHX 0.98% 1,775,672 $48M $26.91 -$8M -323,507 -15.4%
15 NVDA 0.98% 254,766 $48M $186.50 -$577K -2,986 -1.2%
16 SCHD 0.91% 1,613,032 $44M $27.43 -$8M -303,894 -15.8%
17 RDVY 0.83% 578,881 $40M $69.47 -$5M -87,728 -13.2%
18 PG 0.82% 276,832 $40M $143.31 $2M +29,625 +12.0%
19 ABBV 0.81% 172,035 $39M $228.49 $33M +146,611 +576.7%
20 BND 0.81% 530,483 $39M $74.07 $4M +56,044 +11.8%
21 MSFT 0.79% 79,795 $39M $483.62 $3M +11,898 +17.5%
22 VUG 0.77% 77,250 $38M $487.86 $4M +6,089 +8.6%
23 FTCS 0.76% 401,259 $37M $92.51 -$18M -191,701 -32.3%
24 VEA 0.76% 588,781 $37M $62.47 $5M +50,866 +9.5%
25 VTI 0.74% 107,020 $36M $335.27 $1M +1,648 +1.6%
26 AVDE 0.73% 432,628 $36M $82.32 $36M +432,497 +330150.4%
27 CGDV 0.67% 752,076 $33M $43.64 $6M +114,774 +18.0%
28 AMZN 0.65% 137,912 $32M $230.82 $5M +15,044 +12.2%
29 CGGR 0.60% 651,832 $29M $44.47 $4M +85,880 +15.2%
30 LLY 0.59% 26,782 $29M $1,074.67 $15M +8,255 +44.6%
31 LOTI 0.58% 1,120,492 $28M $25.22 +1,120,492 NEW
32 SCHB 0.55% 1,028,172 $27M $26.23 $1M +28,701 +2.9%
33 LMBS 0.54% 528,903 $26M $49.99 $2M +45,303 +9.4%
34 SMH 0.49% 66,592 $24M $360.13 $3M +1,112 +1.7%
35 GLD 0.49% 59,620 $24M $396.31 $2M -831 -1.4%
36 VXF 0.48% 111,596 $23M $209.12 $2M +9,904 +9.7%
37 COWZ 0.48% 387,563 $23M $60.17 -$4M -83,091 -17.6%
38 DUHP 0.47% 607,137 $23M $38.03 $22M +581,032 +2225.8%
39 EDV 0.47% 349,031 $23M $65.01 $911K +30,847 +9.7%
40 DFSV 0.46% 684,890 $23M $32.89 +684,890 NEW
41 MINT 0.45% 217,442 $22M $100.34 $3M +26,427 +13.8%
42 CGBL 0.44% 611,516 $22M $35.33 $6M +167,943 +37.9%
43 AIRR 0.44% 217,797 $21M $98.32 $1M +10,445 +5.0%
44 BNDX 0.44% 440,114 $21M $48.32 $11M +225,726 +105.3%
45 FTCB 0.43% 992,524 $21M $21.23 $2M +90,379 +10.0%
46 FVD 0.42% 443,858 $20M $46.08 -$10M -208,925 -32.0%
47 FBND 0.42% 441,646 $20M $46.04 $1M +33,076 +8.1%
48 CGUS 0.42% 505,239 $20M $40.23 $2M +46,912 +10.2%
49 JPST 0.41% 393,308 $20M $50.59 $370K +8,377 +2.2%
50 VXUS 0.40% 259,979 $20M $75.44 $1M +13,096 +5.3%
51 MGV 0.40% 138,288 $20M $141.16 -$615K -7,899 -5.4%
52 BUFD 0.37% 642,100 $18M $28.24 $1M +37,359 +6.2%
53 ABT 0.36% 140,487 $18M $125.29 $14M +114,676 +444.3%
54 GOOGL 0.36% 55,794 $17M $313.00 $3M -2,566 -4.4%
55 VTV 0.35% 90,095 $17M $190.99 $2M +5,946 +7.1%
56 SCHG 0.34% 511,830 $17M $32.62 $165K -6,223 -1.2%
57 RSP 0.34% 86,923 $17M $191.56 $967K +4,245 +5.1%
58 RDVI 0.34% 628,440 $16M $26.24 $1M +36,449 +6.2%
59 VWO 0.34% 303,978 $16M $53.76 $1M +21,587 +7.6%
60 GOOG 0.32% 49,809 $16M $313.80 $5M +5,686 +12.9%
61 BALT 0.32% 462,354 $15M $33.51 -$1M -51,926 -10.1%
62 FDL 0.31% 344,051 $15M $44.34 -$238K -12,846 -3.6%
63 GDX 0.31% 173,875 $15M $85.77 -$1M -39,012 -18.3%
64 VGSH 0.30% 250,193 $15M $58.73 $1M +18,930 +8.2%
65 ESGU 0.29% 94,101 $14M $148.98 $1M +5,367 +6.0%
66 JPM 0.29% 43,374 $14M $322.22 $2M +4,847 +12.6%
67 JEPI 0.28% 240,550 $14M $57.24 $308K +4,805 +2.0%
68 BUFQ 0.28% 381,239 $14M $35.84 $508K +3,650 +1.0%
69 FTSM 0.28% 227,417 $14M $59.93 -$4M -60,828 -21.1%
70 COWG 0.27% 376,866 $13M $35.21 $347K +20,864 +5.9%
71 VIG 0.27% 58,766 $13M $219.78 $559K +1,504 +2.6%
72 SPMO 0.26% 107,998 $13M $119.32 -$1M -9,915 -8.4%
73 RWL 0.26% 112,081 $13M $114.50 -$184K -5,553 -4.7%
74 AVGO 0.24% 34,392 $12M $346.10 $3M +6,016 +21.2%
75 DFCF 0.24% 278,302 $12M $42.56 $12M +278,083 +126978.5%
76 JNJ 0.24% 56,228 $12M $206.95 $6M +27,216 +93.8%
77 IJR 0.24% 96,625 $12M $120.18 $297K +1,405 +1.5%
78 SPHQ 0.24% 154,557 $12M $75.05 $3M +39,816 +34.7%
79 SPDW 0.24% 260,986 $12M $44.41 $2M +34,084 +15.0%
80 VO 0.24% 39,782 $12M $290.22 -$304K -559 -1.4%
81 IVW 0.24% 93,574 $12M $123.26 $581K +2,841 +3.1%
82 TSLA 0.23% 25,381 $11M $449.72 $475K +783 +3.2%
83 DFAS 0.23% 162,106 $11M $69.67 $10M +140,404 +647.0%
84 SPYG 0.23% 104,937 $11M $106.70 $520K +2,780 +2.7%
85 VGK 0.22% 130,796 $11M $83.61 $485K -168 -0.1%
86 JSI 0.22% 209,218 $11M $52.06 -$205K -3,088 -1.4%
87 CLIP 0.22% 108,491 $11M $100.11 $826K +8,560 +8.6%
88 MCD 0.22% 35,510 $11M $305.63 $5M +16,252 +84.4%
89 VGLT 0.22% 194,388 $11M $55.80 $175K +6,700 +3.6%
90 COST 0.22% 12,379 $11M $862.36 $996K +1,922 +18.4%
91 ESN 0.22% 620,151 $11M $17.16 $5M +290,471 +88.1%
92 BRK-B 0.21% 20,309 $10M $502.65 -$194K -383 -1.9%
93 PLTR 0.21% 56,977 $10M $177.75 -$2M -8,527 -13.0%
94 LNT 0.21% 154,850 $10M $65.01 $5M +72,934 +89.0%
95 DYNF 0.21% 165,354 $10M $60.81 $1M +15,900 +10.6%
96 XLSR 0.20% 159,209 $10M $62.31 -$1M -24,821 -13.5%
97 PULS 0.20% 197,465 $10M $49.59 $2M +36,128 +22.4%
98 QYLD 0.20% 547,357 $10M $17.67 $1M +42,852 +8.5%
99 BOND 0.20% 103,252 $10M $93.08 $75K +1,103 +1.1%
100 CGDG 0.19% 264,744 $9M $35.64 $1M +33,108 +14.3%

New Positions

SymbolValue% Port
LOTI $28M 0.58%
DFSV $23M 0.46%
INOV $2M 0.05%
DDFD $882K 0.02%
DDFN $636K 0.01%
AKRE $511K 0.01%
TDV $416K 0.01%
NWE $371K 0.01%
FTCE $337K 0.01%
ONTO $274K 0.01%
TFLR $269K 0.01%
PRXV $232K —%
FIBR $229K —%
Q $205K —%
AUGO $183K —%

Sold Out Positions

SymbolValue% Port
AGRO —%
QXO —%
WLKP —%
WD —%
GIB —%
WMK —%
KNOP —%
GLOB —%
E —%
CARS —%
IEX —%
TGLS —%
WS —%
KRC —%
PVH —%
View SEC EDGAR Filings for HARBOUR INVESTMENTS, INC. →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms