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Asset Manager ← All Institutions

HARBOR CAPITAL ADVISORS, INC.

111 S. WACKER DRIVE SUITE 3400, CHICAGO, IL 60606 • 312-443-4400

Q1 2026 · Filed 2026-04-28
Market Value
$1.2B
-3.2%
Holdings
1,485
+134
New Purchases
204
Added To
653
Closed
304
Reduced
321
Top 10 Concentration
16.7%
Turnover
34.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AMZN 1.92% 0.00% +1.92% $23M
USMV 1.22% 0.00% +1.22% $15M
XLP 1.04% 0.00% +1.04% $13M
CSCO 0.88% 0.00% +0.88% $11M
COST 0.65% 0.00% +0.65% $8M
NFLX 1.22% 0.62% +0.60% $15M
KLAC 0.53% 0.00% +0.53% $6M
VZ 0.45% 0.00% +0.44% $5M
CVX 0.85% 0.47% +0.38% $10M
ANET 0.36% 0.00% +0.36% $4M
MGY 0.29% 0.00% +0.29% $4M
LFUS 0.32% 0.05% +0.27% $4M
ADP 0.27% 0.00% +0.27% $3M
PCTY 0.26% 0.00% +0.26% $3M
EXPO 0.25% 0.00% +0.25% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPLG 0.70% 2.17% -1.48% $8M
HD 0.00% 1.06% -1.06% $0
GOOGL 1.72% 2.72% -0.99% $21M
IEFA 0.99% 1.71% -0.73% $12M
V 0.00% 0.69% -0.69% $0
XLF 0.00% 0.65% -0.65% $0
IEMG 2.58% 3.23% -0.65% $31M
SMMD 0.02% 0.67% -0.64% $280K
AMD 0.00% 0.61% -0.61% $0
XLC 0.86% 1.32% -0.46% $10M
NVDA 1.75% 2.17% -0.42% $21M
XLV 0.00% 0.39% -0.39% $0
JPM 1.10% 1.47% -0.37% $13M
DIS 0.30% 0.66% -0.37% $4M
KO 0.00% 0.35% -0.35% $0

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 23.8%
Technology 21.5%
Industrials 12.5%
Healthcare 9.7%
Consumer Cyclical 9.4%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 40 $270M 22.3%
Large Cap 334 $359M 29.6%
Mid Cap 546 $417M 34.4%
Small Cap 477 $159M 13.1%
Micro Cap 88 $9M 0.7%

Portfolio Analytics

Avg Market Cap
$37.7B
Median Market Cap
$3.2B
Avg P/E
31.5
Median P/E
19.9
Avg Dividend Yield
0.02%
Avg Beta
1.05
# Stocks
1,447
# ETFs / Funds
38

Top Holdings (1,485 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IEMG 2.58% 448,424 $31M $69.75 -$9M -153,083 -25.4%
2 AMZN 1.92% 111,925 $23M $208.27 +111,925 NEW
3 AAPL 1.82% 86,991 $22M $253.78 -$294K +4,703 +5.7%
4 NVDA 1.75% 121,714 $21M $174.40 -$6M -23,979 -16.5%
5 GOOGL 1.72% 72,779 $21M $287.56 -$13M -36,084 -33.1%
6 MSFT 1.69% 55,441 $21M $370.18 -$3M +6,181 +12.6%
7 META 1.64% 34,778 $20M $572.14 $2M +7,559 +27.8%
8 NFLX 1.22% 154,146 $15M $96.15 $7M +70,593 +84.5%
9 USMV 1.22% 159,813 $15M $92.74 +159,813 NEW
10 JPM 1.10% 45,224 $13M $294.16 -$5M -11,858 -20.8%
11 XLP 1.04% 154,199 $13M $81.98 +154,199 NEW
12 FLJP 0.99% 331,732 $12M $36.18 $2M +38,186 +13.0%
13 IEFA 0.99% 132,074 $12M $90.53 -$9M -107,700 -44.9%
14 XLK 0.92% 83,575 $11M $132.90 $757K +11,688 +16.3%
15 CSCO 0.88% 137,651 $11M $77.59 +137,651 NEW
16 XLC 0.86% 93,977 $10M $110.86 -$6M -46,526 -33.1%
17 CVX 0.85% 49,862 $10M $206.89 $4M +11,592 +30.3%
18 LLY 0.78% 10,250 $9M $919.80 -$4M -2,102 -17.0%
19 SPLG 0.70% 110,739 $8M $76.54 -$19M -229,068 -67.4%
20 SNEX 0.65% 98,507 $8M $80.65 -$211K +12,767 +14.9%
21 COST 0.65% 7,899 $8M $996.46 +7,899 NEW
22 QQQM 0.65% 33,087 $8M $237.62 -$5M -15,963 -32.5%
23 MOD 0.60% 33,550 $7M $216.72 $3M -1,685 -4.8%
24 SIMO 0.59% 64,024 $7M $112.29 $834K -4,532 -6.6%
25 LAUR 0.56% 195,603 $7M $34.84 -$1M -43,712 -18.3%
26 JNJ 0.56% 27,789 $7M $244.45 -$725K -8,540 -23.5%
27 MA 0.56% 13,491 $7M $499.67 -$261K +1,225 +10.0%
28 FIBK 0.55% 200,193 $7M $33.40 $3M +89,886 +81.5%
29 PG 0.55% 45,937 $7M $144.44 $571K +3,620 +8.6%
30 CRM 0.55% 35,444 $7M $186.66 $1M +14,469 +69.0%
31 KLAC 0.53% 4,394 $6M $1,472.46 +4,394 NEW
32 RDNT 0.48% 105,191 $6M $55.89 -$2M -8,569 -7.5%
33 VZ 0.45% 108,069 $5M $50.20 $5M +107,408 +16249.3%
34 UHAL-B 0.44% 120,117 $5M $44.67 $779K +21,978 +22.4%
35 AVT 0.43% 85,591 $5M $61.62 $2M +27,702 +47.9%
36 BAC 0.43% 106,909 $5M $48.75 -$2M -32,884 -23.5%
37 PM 0.42% 30,803 $5M $165.34 $1M +6,891 +28.8%
38 INTU 0.41% 11,579 $5M $432.42 $1M +5,564 +92.5%
39 GE 0.41% 17,409 $5M $283.76 -$32K +1,267 +7.8%
40 ACA 0.40% 45,989 $5M $106.13 -$3M -29,132 -38.8%
41 CAT 0.39% 6,725 $5M $708.40 $326K -1,022 -13.2%
42 STGW 0.39% 746,527 $5M $6.29 $1M +82,048 +12.3%
43 HLMN 0.39% 564,114 $5M $8.32 -$4K +21,678 +4.0%
44 FFIV 0.39% 16,214 $5M $289.32 $644K +360 +2.3%
45 OLN 0.38% 154,266 $5M $29.73 $2M +22,253 +16.9%
46 LOPE 0.38% 26,856 $5M $170.02 $1M +5,599 +26.3%
47 LRCX 0.37% 21,116 $5M $213.68 $1M +1,870 +9.7%
48 ABBV 0.37% 20,658 $4M $217.49 -$1M -4,779 -18.8%
49 FHB 0.37% 180,178 $4M $24.64 $430K +21,673 +13.7%
50 INDI 0.36% 1,354,111 $4M $3.22 $964K +392,123 +40.8%
51 ANET 0.36% 35,260 $4M $122.77 +35,260 NEW
52 ATEN 0.36% 187,130 $4M $23.12 $478K -30,382 -14.0%
53 WK 0.35% 71,652 $4M $59.64 -$364K +17,892 +33.3%
54 PSMT 0.34% 27,598 $4M $150.48 -$99K -7,063 -20.4%
55 NOW 0.33% 38,758 $4M $104.55 $534K +15,791 +68.8%
56 LFUS 0.32% 11,558 $4M $339.33 $3M +8,914 +337.1%
57 YETI 0.32% 106,796 $4M $36.59 $69K +19,881 +22.9%
58 ACLS 0.32% 41,831 $4M $93.09 $304K -2,856 -6.4%
59 MGNI 0.32% 325,261 $4M $11.88 $387K +111,010 +51.8%
60 PLD 0.31% 28,750 $4M $132.17 $907K +6,089 +26.9%
61 MSGS 0.31% 11,806 $4M $321.36 -$1M -7,356 -38.4%
62 FCNCA 0.30% 1,935 $4M $1,884.75 $56K +262 +15.7%
63 PRCH 0.30% 507,448 $4M $7.17 $93K +119,149 +30.7%
64 VRRM 0.30% 254,529 $4M $14.29 -$107K +87,467 +52.4%
65 SLM 0.30% 169,805 $4M $21.41 $871K +67,621 +66.2%
66 GEV 0.30% 4,161 $4M $872.87 $859K -82 -1.9%
67 PARR 0.30% 57,565 $4M $62.64 $327K -35,755 -38.3%
68 DIS 0.30% 37,176 $4M $96.38 -$5M -35,654 -49.0%
69 MGY 0.29% 113,121 $4M $31.57 $4M +111,868 +8928.0%
70 MUR 0.29% 86,451 $4M $41.25 $2M +26,013 +43.0%
71 FROG 0.29% 75,317 $4M $46.93 $2M +49,254 +189.0%
72 GSL 0.29% 94,674 $4M $37.23 -$774K -28,028 -22.8%
73 PLOW 0.29% 83,129 $3M $42.09 $347K -13,396 -13.9%
74 CRS 0.29% 8,871 $3M $394.21 $136K -1,803 -16.9%
75 MS 0.29% 21,093 $3M $164.56 -$1M -4,423 -17.3%
76 MRK 0.28% 28,569 $3M $120.31 -$1M -18,056 -38.7%
77 LSTR 0.28% 21,371 $3M $160.31 $975K +4,315 +25.3%
78 TDW 0.28% 40,689 $3M $83.56 $1M -6,457 -13.7%
79 SKWD 0.27% 76,123 $3M $43.68 $723K +25,218 +49.5%
80 EEFT 0.27% 50,086 $3M $66.37 $562K +13,792 +38.0%
81 ELY 0.27% 238,531 $3M $13.88 -$19K -46,815 -16.4%
82 IDCC 0.27% 10,957 $3M $302.00 $357K +1,684 +18.2%
83 ADP 0.27% 16,084 $3M $203.18 +16,084 NEW
84 POWI 0.27% 62,921 $3M $51.21 $3M +51,724 +461.9%
85 SILA 0.26% 134,973 $3M $23.68 $205K +6,676 +5.2%
86 AZZ 0.26% 25,537 $3M $125.11 $3M +21,192 +487.7%
87 GRBK 0.26% 49,323 $3M $64.45 -$410K -7,961 -13.9%
88 CEG 0.26% 11,358 $3M $279.27 $470K +3,709 +48.5%
89 BKNG 0.26% 751 $3M $4,210.39 -$3M -462 -38.1%
90 NXT 0.26% 26,173 $3M $120.54 -$1M -21,733 -45.4%
91 FORM 0.26% 32,390 $3M $97.01 $94K -22,258 -40.7%
92 APPS 0.26% 1,086,626 $3M $2.88 -$333K +394,167 +56.9%
93 PCTY 0.26% 28,861 $3M $108.04 +28,861 NEW
94 SIBN 0.26% 246,795 $3M $12.63 $646K +121,505 +97.0%
95 WTTR 0.26% 203,569 $3M $15.30 $621K -33,464 -14.1%
96 AHCO 0.26% 261,644 $3M $11.90 $1M +88,129 +50.8%
97 CVCO 0.26% 6,423 $3M $484.35 -$589K +160 +2.5%
98 PAYC 0.25% 25,229 $3M $121.53 $1M +13,238 +110.4%
99 UTI 0.25% 84,657 $3M $36.10 -$266K -42,458 -33.4%
100 EXPO 0.25% 46,690 $3M $65.26 $3M +46,600 +51777.8%

New Positions

SymbolValue% Port
AMZN $23M 1.92%
USMV $15M 1.22%
XLP $13M 1.04%
CSCO $11M 0.88%
COST $8M 0.65%
KLAC $6M 0.53%
ANET $4M 0.36%
ADP $3M 0.27%
PCTY $3M 0.26%
SCHW $3M 0.24%
GKOS $3M 0.23%
SPOT $3M 0.23%
SPGI $3M 0.22%
CCCS $3M 0.21%
NOVT $3M 0.21%

Sold Out Positions

SymbolValue% Port
ABT —%
BDX —%
EXR —%
AMP —%
EVC —%
ARES —%
DECK —%
HLI —%
CVS —%
CODI —%
ACHR —%
WY —%
UAA —%
LHX —%
CPS —%
View SEC EDGAR Filings for HARBOR CAPITAL ADVISORS, INC. →

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