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Not Investment Advice
Asset Manager ← All Institutions

HARBOR CAPITAL ADVISORS, INC.

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

Q2 2025 · Filed 2025-07-09
Market Value
$2.3B
+9.0%
Holdings
1,402
-132
New Purchases
38
Added To
738
Closed
56
Reduced
527
Top 10 Concentration
11.2%
Turnover
6.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVV 2.10% 1.18% +0.92% $48M
APPS 0.52% 0.00% +0.52% $12M
SIMO 0.66% 0.29% +0.37% $15M
FIX 1.02% 0.67% +0.35% $24M
MGNI 0.66% 0.32% +0.34% $15M
TREE 0.32% 0.00% +0.32% $7M
MOD 0.78% 0.52% +0.27% $18M
PARR 0.59% 0.35% +0.24% $14M
NVDA 0.98% 0.73% +0.24% $22M
IIIV 0.54% 0.32% +0.22% $12M
GNRC 0.22% 0.00% +0.22% $5M
BMI 0.26% 0.05% +0.20% $6M
LQDT 0.20% 0.00% +0.20% $5M
NPKI 0.33% 0.13% +0.20% $8M
SNV 0.24% 0.04% +0.20% $6M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
XLK 0.00% 0.45% -0.45% $0
CSWC 0.00% 0.43% -0.43% $0
LGF-A 0.00% 0.42% -0.42% $0
DNB 0.00% 0.39% -0.39% $0
NEOG 0.28% 0.66% -0.38% $6M
SSO 0.00% 0.37% -0.37% $0
KW 0.00% 0.32% -0.32% $7K
QQQ 0.00% 0.27% -0.27% $0
HSTM 0.41% 0.65% -0.23% $9M
XLE 0.07% 0.29% -0.22% $2M
SKY 0.31% 0.53% -0.21% $7M
XLC 0.47% 0.67% -0.20% $11M
NSP 0.37% 0.55% -0.17% $9M
SMMD 0.43% 0.60% -0.17% $10M
DCGO 0.00% 0.17% -0.17% $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 37 $284M 12.3%
Large Cap 289 $529M 22.9%
Mid Cap 521 $1.0B 45.0%
Small Cap 468 $434M 18.8%
Micro Cap 87 $23M 1.0%

Portfolio Analytics

Avg Market Cap
$35.3B
Median Market Cap
$3.0B
Avg P/E
31.0
Median P/E
19.4
Avg Dividend Yield
0.02%
Avg Beta
1.02
# Stocks
1,370
# ETFs / Funds
32

Top Holdings (1,402 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 2.10% 77,972 $48M $620.90 $23M +33,421 +75.0%
2 SNEX 1.44% 364,592 $33M $91.14 $3M -30,311 -7.7%
3 RDNT 1.06% 428,441 $24M $56.91 $3M +449 +0.1%
4 MSFT 1.04% 48,131 $24M $497.41 $6M -289 -0.6%
5 FIX 1.02% 44,085 $24M $536.21 $9M +39 +0.1%
6 NVDA 0.98% 142,409 $22M $157.99 $7M -816 -0.6%
7 LAUR 0.92% 911,655 $21M $23.38 $3M +20,876 +2.3%
8 SFM 0.91% 127,586 $21M $164.64 -$1M -19,561 -13.3%
9 FFIV 0.87% 68,289 $20M $294.32 $67K -6,943 -9.2%
10 META 0.85% 26,541 $20M $738.10 $4M -151 -0.6%
11 GOOGL 0.81% 106,028 $19M $176.23 $2M -507 -0.5%
12 ACA 0.81% 214,771 $19M $86.71 $2M +2,037 +1.0%
13 MOD 0.78% 182,810 $18M $98.50 $7M +40,691 +28.6%
14 AAPL 0.71% 80,226 $16M $205.17 -$1M -458 -0.6%
15 ECVT 0.71% 1,998,169 $16M $8.23 $3M -164,965 -7.6%
16 FOUR 0.70% 163,718 $16M $99.11 $3M +870 +0.5%
17 VRRM 0.70% 635,918 $16M $25.39 $2M +7,819 +1.2%
18 JPM 0.70% 55,437 $16M $289.91 $2M -285 -0.5%
19 ATEN 0.70% 828,616 $16M $19.35 $3M +19,870 +2.5%
20 LNTH 0.67% 190,008 $16M $81.86 $688K +37,691 +24.8%
21 MGNI 0.66% 634,147 $15M $24.12 $9M +42,834 +7.2%
22 SIMO 0.66% 202,721 $15M $75.17 $9M +80,208 +65.5%
23 UHAL-B 0.65% 277,829 $15M $54.37 -$309K +17,357 +6.7%
24 HLMN 0.62% 1,994,363 $14M $7.14 -$2M +176,064 +9.7%
25 GSL 0.61% 536,747 $14M $26.31 $2M +9,978 +1.9%
26 HD 0.60% 37,589 $14M $366.65 -$74K -217 -0.6%
27 GRBK 0.59% 216,945 $14M $62.88 $568K -7,264 -3.2%
28 PARR 0.59% 513,350 $14M $26.53 $6M -2,029 -0.4%
29 SMTC 0.59% 301,459 $14M $45.14 $4M +34,623 +13.0%
30 INDI 0.58% 3,731,740 $13M $3.56 $5M -370,387 -9.0%
31 FHB 0.57% 530,678 $13M $24.96 $426K +6,123 +1.2%
32 PRCH 0.57% 1,108,910 $13M $11.79 $3M -210,332 -15.9%
33 IIIV 0.54% 454,743 $12M $27.48 $6M +182,699 +67.2%
34 CRS 0.54% 44,955 $12M $276.39 $3M -5,692 -11.2%
35 PSMT 0.53% 116,131 $12M $105.04 $2M +2,863 +2.5%
36 FIBK 0.52% 419,104 $12M $28.82 $2M +66,018 +18.7%
37 APPS 0.52% 2,039,091 $12M $5.90 +2,039,091 NEW
38 WTFC 0.52% 95,903 $12M $123.98 $2M +6,088 +6.8%
39 UTI 0.51% 348,785 $12M $33.89 $3M -8,557 -2.4%
40 FCNCA 0.50% 5,929 $12M $1,956.49 $844K +128 +2.2%
41 APAM 0.49% 257,459 $11M $44.33 $1M +3,643 +1.4%
42 SILA 0.49% 475,265 $11M $23.67 -$198K +46,679 +10.9%
43 PENN 0.48% 622,805 $11M $17.87 $3M +142,562 +29.7%
44 FTDR 0.48% 187,850 $11M $58.94 $2M -39,059 -17.2%
45 BV 0.48% 662,165 $11M $16.65 $3M +10,522 +1.6%
46 ELAN 0.48% 772,062 $11M $14.28 $2M -124,092 -13.8%
47 NFLX 0.48% 8,188 $11M $1,339.15 $3M -52 -0.6%
48 NCR 0.47% 933,939 $11M $11.73 $3M +82,447 +9.7%
49 XLC 0.47% 100,672 $11M $108.53 -$3M -47,096 -31.9%
50 BWXT 0.47% 75,513 $11M $144.05 $470K -29,994 -28.4%
51 PLOW 0.47% 367,516 $11M $29.47 $2M -157 -0.0%
52 SIBN 0.47% 573,705 $11M $18.82 $3M +40,993 +7.7%
53 BXC 0.46% 143,037 $11M $74.38 -$125K -515 -0.4%
54 STKL 0.46% 1,831,940 $11M $5.80 $2M -5,049 -0.3%
55 ALG 0.46% 48,255 $11M $218.38 $2M +310 +0.7%
56 FLR 0.46% 205,427 $11M $51.27 $3M -16,540 -7.5%
57 CVCO 0.45% 23,791 $10M $434.45 -$2M +887 +3.9%
58 UCTT 0.44% 450,603 $10M $22.57 $2M +52,964 +13.3%
59 AXTA 0.44% 338,640 $10M $29.69 -$666K +15,468 +4.8%
60 NOV 0.43% 804,961 $10M $12.43 -$306K +127,433 +18.8%
61 MSGS 0.43% 47,833 $10M $208.96 -$402K -5,562 -10.4%
62 MKSI 0.43% 99,776 $10M $99.36 $1M -9,979 -9.1%
63 NXT 0.43% 180,853 $10M $54.37 $2M -13,279 -6.8%
64 SMMD 0.43% 144,956 $10M $67.78 -$3M -58,029 -28.6%
65 IDCC 0.42% 43,660 $10M $224.23 $1M +1,502 +3.6%
66 TENB 0.41% 283,368 $10M $33.78 $502K +24,075 +9.3%
67 AVT 0.41% 180,018 $10M $53.08 -$2M -57,411 -24.2%
68 HSTM 0.41% 343,124 $9M $27.67 -$4M -81,666 -19.2%
69 ACLS 0.41% 135,583 $9M $69.69 $2M -4,999 -3.6%
70 LLY 0.41% 12,035 $9M $779.56 -$616K -70 -0.6%
71 GPK 0.40% 434,871 $9M $21.07 -$123K +77,162 +21.6%
72 WTTR 0.39% 1,054,145 $9M $8.64 -$2M +38,692 +3.8%
73 EEFT 0.39% 89,380 $9M $101.38 $1M +18,133 +25.4%
74 STGW 0.39% 2,010,698 $9M $4.50 -$927K +361,907 +21.9%
75 AGO 0.39% 103,039 $9M $87.10 -$151K -550 -0.5%
76 ASH 0.38% 175,836 $9M $50.28 -$367K +20,533 +13.2%
77 CSWI 0.38% 30,578 $9M $286.84 $67K +720 +2.4%
78 DIS 0.38% 69,974 $9M $124.00 $2M -367 -0.5%
79 NSP 0.37% 143,841 $9M $60.12 -$3M +13,388 +10.3%
80 JLL 0.37% 33,484 $9M $255.79 $284K +82 +0.2%
81 VTS 0.37% 386,815 $9M $22.09 -$867K +4,062 +1.1%
82 V 0.37% 23,969 $9M $355.04 $62K -137 -0.6%
83 TDW 0.36% 179,374 $8M $46.13 $687K -136 -0.1%
84 LZ 0.36% 928,183 $8M $8.91 $4M +445,343 +92.2%
85 NCLH 0.35% 400,763 $8M $20.28 $2M +76,319 +23.5%
86 EAT 0.35% 44,819 $8M $180.33 $535K -5,813 -11.5%
87 AL 0.35% 136,178 $8M $58.49 -$1M -54,118 -28.4%
88 BPOP 0.34% 71,666 $8M $110.21 -$840K -22,933 -24.2%
89 CWST 0.34% 67,800 $8M $115.38 $702K +3,942 +6.2%
90 ADUS 0.34% 67,219 $8M $115.19 $1M +2,906 +4.5%
91 ST 0.33% 253,558 $8M $30.11 -$191K -68,906 -21.4%
92 ELY 0.33% 946,613 $8M $8.05 $1M +15,097 +1.6%
93 NPKI 0.33% 894,793 $8M $8.51 $5M +420,428 +88.6%
94 ASGN 0.32% 148,782 $7M $49.93 $46K +31,622 +27.0%
95 ELF 0.32% 59,394 $7M $124.44 $909K -43,841 -42.5%
96 TREE 0.32% 197,929 $7M $37.07 +197,929 NEW
97 RHP 0.32% 74,119 $7M $98.67 $2M +15,017 +25.4%
98 SKY 0.31% 114,969 $7M $62.61 -$4M -2,732 -2.3%
99 ITT 0.31% 45,875 $7M $156.84 $1M +849 +1.9%
100 KIDS 0.31% 333,959 $7M $21.48 $3M +179,733 +116.5%

New Positions

SymbolValue% Port
APPS $12M 0.52%
TREE $7M 0.32%
GNRC $5M 0.22%
MASI $4M 0.19%
INTA $2M 0.11%
PRCT $2M 0.10%
IONQ $2M 0.10%
BLKB $2M 0.08%
MDU $2M 0.07%
SWK $2M 0.07%
VRNA $1M 0.06%
VVX $1M 0.06%
LIND $1M 0.06%
OVV $1M 0.05%
DSGX $1M 0.05%

Sold Out Positions

SymbolValue% Port
EXPD —%
AGCO —%
BROS —%
INN —%
THO —%
HII —%
GS —%
DXC —%
LPX —%
STT —%
LSPD —%
LION —%
DOCS —%
BR —%
LEN —%
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