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Asset Manager ← All Institutions

HARBOR CAPITAL ADVISORS, INC.

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

Q4 2025 · Filed 2026-01-20
Market Value
$1.3B
-0.2%
Holdings
1,351
-108
New Purchases
53
Added To
377
Closed
70
Reduced
839
Top 10 Concentration
19.9%
Turnover
9.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IEMG 3.23% 0.00% +3.23% $40M
SPLG 2.17% 0.00% +2.17% $27M
IEFA 1.71% 0.00% +1.71% $21M
QQQM 0.99% 0.00% +0.99% $12M
XLK 0.83% 0.00% +0.83% $10M
FLJP 0.81% 0.00% +0.81% $10M
GOOGL 2.72% 2.11% +0.61% $34M
XLV 0.39% 0.00% +0.39% $5M
IGV 0.33% 0.00% +0.33% $4M
LLY 1.06% 0.75% +0.31% $13M
SMPL 0.24% 0.08% +0.16% $3M
SNV 0.28% 0.12% +0.16% $4M
MSGS 0.40% 0.24% +0.16% $5M
PAYC 0.15% 0.00% +0.15% $2M
AMD 0.61% 0.46% +0.15% $8M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVV 0.13% 3.91% -3.78% $2M
EEM 0.00% 3.06% -3.06% $0
EFA 0.00% 2.25% -2.25% $0
EWJ 0.00% 0.68% -0.68% $0
FIX 0.20% 0.61% -0.41% $3M
FOUR 0.05% 0.35% -0.30% $619K
MOD 0.38% 0.63% -0.26% $5M
KTOS 0.10% 0.32% -0.23% $1M
ALE 0.00% 0.22% -0.22% $0
XLF 0.65% 0.85% -0.20% $8M
AVAV 0.00% 0.20% -0.20% $0
NCLH 0.00% 0.20% -0.20% $0
HD 1.06% 1.25% -0.19% $13M
NFLX 0.62% 0.80% -0.17% $8M
SKY 0.10% 0.26% -0.16% $1M

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 35 $281M 22.4%
Large Cap 290 $408M 32.6%
Mid Cap 494 $388M 31.0%
Small Cap 446 $164M 13.1%
Micro Cap 86 $12M 1.0%

Portfolio Analytics

Avg Market Cap
$35.6B
Median Market Cap
$3.0B
Avg P/E
30.9
Median P/E
19.5
Avg Dividend Yield
0.02%
Avg Beta
1.04
# Stocks
1,312
# ETFs / Funds
39

Top Holdings (1,351 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IEMG 3.23% 601,507 $40M $67.22 +601,507 NEW
2 GOOGL 2.72% 108,863 $34M $313.00 $8M -306 -0.3%
3 SPLG 2.17% 339,807 $27M $80.22 $27M +339,735 +471854.2%
4 NVDA 2.17% 145,693 $27M $186.50 -$52K -219 -0.1%
5 MSFT 1.90% 49,260 $24M $483.62 -$2M -74 -0.1%
6 AAPL 1.78% 82,288 $22M $271.86 $1M -123 -0.1%
7 IEFA 1.71% 239,774 $21M $89.46 +239,774 NEW
8 JPM 1.47% 57,082 $18M $322.22 $364K -74 -0.1%
9 META 1.43% 27,219 $18M $660.09 -$2M -40 -0.1%
10 XLC 1.32% 140,503 $17M $117.72 -$935K -7,128 -4.8%
11 LLY 1.06% 12,352 $13M $1,074.64 $4M -18 -0.1%
12 HD 1.06% 38,559 $13M $344.10 -$2M -58 -0.1%
13 QQQM 0.99% 49,050 $12M $252.93 +49,050 NEW
14 XLK 0.83% 71,887 $10M $143.98 +71,887 NEW
15 FLJP 0.81% 293,546 $10M $34.45 +293,546 NEW
16 V 0.69% 24,592 $9M $350.72 $217K -36 -0.1%
17 SMMD 0.67% 111,580 $8M $74.94 $842K +9,587 +9.4%
18 DIS 0.66% 72,830 $8M $113.77 -$73K -173 -0.2%
19 XLF 0.65% 149,431 $8M $54.77 -$3M -49,674 -24.9%
20 SNEX 0.65% 85,740 $8M $95.12 -$1M -8,137 -8.7%
21 RDNT 0.65% 113,760 $8M $71.35 -$1M -10,630 -8.6%
22 LAUR 0.64% 239,315 $8M $33.67 $13K -15,771 -6.2%
23 ACA 0.64% 75,121 $8M $106.32 $979K +342 +0.5%
24 NFLX 0.62% 83,553 $8M $93.76 -$2M +75,186 +898.6%
25 BAC 0.61% 139,793 $8M $55.00 $460K -339 -0.2%
26 AMD 0.61% 35,785 $8M $214.17 $2M -52 -0.1%
27 JNJ 0.60% 36,329 $8M $206.94 $757K -135 -0.4%
28 MA 0.56% 12,266 $7M $570.85 $15K -18 -0.1%
29 BKNG 0.52% 1,213 $6M $5,355.32 -$64K -2 -0.2%
30 SIMO 0.51% 68,556 $6M $92.70 -$22K +1,294 +1.9%
31 PG 0.48% 42,317 $6M $143.30 -$447K -61 -0.1%
32 CVX 0.47% 38,270 $6M $152.42 -$114K -26 -0.1%
33 ABBV 0.46% 25,437 $6M $228.49 -$86K -37 -0.1%
34 ECVT 0.45% 584,647 $6M $9.73 $1M +105,696 +22.1%
35 CRM 0.44% 20,975 $6M $264.89 $577K -32 -0.1%
36 GE 0.40% 16,142 $5M $308.02 $109K -23 -0.1%
37 MSGS 0.40% 19,162 $5M $258.64 $2M +6,041 +46.0%
38 XLV 0.39% 31,892 $5M $154.80 $5M +31,485 +7735.9%
39 MRK 0.39% 46,625 $5M $105.27 $984K -132 -0.3%
40 MOD 0.38% 35,235 $5M $133.50 -$3M -20,814 -37.1%
41 HLMN 0.37% 542,436 $5M $8.66 -$503K -24,064 -4.2%
42 WK 0.37% 53,760 $5M $86.25 $1M +14,246 +36.0%
43 UHAL-B 0.37% 98,139 $5M $46.74 $69K +9,383 +10.6%
44 MS 0.36% 25,516 $5M $177.54 $468K -37 -0.1%
45 KO 0.35% 63,522 $4M $69.91 $222K -93 -0.1%
46 CAT 0.35% 7,747 $4M $572.87 $736K -12 -0.1%
47 AXP 0.35% 11,893 $4M $369.97 $443K -19 -0.2%
48 RYTM 0.35% 40,896 $4M $107.05 $621K +3,691 +9.9%
49 GSL 0.34% 122,702 $4M $35.04 -$161K -22,563 -15.5%
50 PSMT 0.34% 34,661 $4M $122.67 -$244K -2,436 -6.6%
51 NXT 0.33% 47,906 $4M $87.11 -$962K -21,499 -31.0%
52 IGV 0.33% 38,582 $4M $105.70 +38,582 NEW
53 FFIV 0.32% 15,854 $4M $255.27 -$1M -1,258 -7.3%
54 FHB 0.32% 158,505 $4M $25.30 $340K +10,701 +7.2%
55 INTU 0.32% 6,015 $4M $662.34 -$130K -9 -0.1%
56 GENI 0.32% 360,620 $4M $11.02 $1M +160,081 +79.8%
57 LZ 0.31% 389,741 $4M $9.93 $343K +49,977 +14.7%
58 ATEN 0.31% 217,512 $4M $17.69 -$474K -20,623 -8.7%
59 YETI 0.31% 86,915 $4M $44.17 $966K +329 +0.4%
60 PM 0.31% 23,912 $4M $160.38 -$49K -36 -0.1%
61 FIBK 0.30% 110,307 $4M $34.60 -$31K -10,430 -8.6%
62 VRRM 0.30% 167,062 $4M $22.41 -$773K -15,825 -8.7%
63 ENVA 0.30% 23,774 $4M $157.19 $2M +7,200 +43.4%
64 CVCO 0.30% 6,263 $4M $590.77 -$279K -588 -8.6%
65 PSCE 0.29% 85,119 $4M $42.98 -$1M -25,069 -22.8%
66 FTDR 0.29% 62,530 $4M $57.68 $121K +10,729 +20.7%
67 FCNCA 0.29% 1,673 $4M $2,146.44 $653K +31 +1.9%
68 ACLS 0.29% 44,687 $4M $80.34 -$806K -338 -0.8%
69 GRBK 0.29% 57,284 $4M $62.65 -$1M -5,401 -8.6%
70 PRCH 0.28% 388,299 $4M $9.13 -$313K +158,368 +68.9%
71 LOPE 0.28% 21,257 $4M $166.30 $998K +9,701 +84.0%
72 NOW 0.28% 22,967 $4M $153.18 -$724K +18,358 +398.3%
73 SNV 0.28% 70,068 $4M $50.05 $2M +39,478 +129.1%
74 MGNI 0.28% 214,251 $3M $16.23 -$273K +42,080 +24.4%
75 APPS 0.28% 692,459 $3M $5.00 -$2M -115,764 -14.3%
76 TXN 0.27% 19,792 $3M $173.50 -$208K -28 -0.1%
77 INDI 0.27% 961,988 $3M $3.53 -$407K +27,556 +3.0%
78 CRS 0.27% 10,674 $3M $314.88 -$843K -6,446 -37.6%
79 ELY 0.27% 285,346 $3M $11.67 $867K +26,069 +10.1%
80 UTI 0.26% 127,115 $3M $26.13 -$191K +19,190 +17.8%
81 MELI 0.26% 1,646 $3M $2,013.97 -$536K -2 -0.1%
82 LRCX 0.26% 19,246 $3M $171.20 $714K -28 -0.1%
83 PARR 0.26% 93,320 $3M $35.14 -$1M -32,301 -25.7%
84 STGW 0.26% 664,479 $3M $4.89 -$280K +37,573 +6.0%
85 NOV 0.26% 205,791 $3M $15.63 $263K -17,162 -7.7%
86 ADBE 0.25% 9,091 $3M $350.02 -$3K +63 +0.7%
87 PLOW 0.25% 96,525 $3M $32.65 -$151K -9,149 -8.7%
88 ADUS 0.25% 29,295 $3M $107.39 $190K +4,239 +16.9%
89 ASH 0.25% 53,083 $3M $58.66 $803K +4,850 +10.1%
90 FORM 0.24% 54,648 $3M $55.78 $345K -19,575 -26.4%
91 SMPL 0.24% 148,999 $3M $20.08 $2M +109,929 +281.4%
92 SILA 0.24% 128,297 $3M $23.31 -$454K -8,969 -6.5%
93 GPK 0.24% 198,462 $3M $15.06 $399K +66,119 +50.0%
94 PECO 0.24% 83,771 $3M $35.57 $189K +2,484 +3.1%
95 PTCT 0.24% 39,005 $3M $75.96 -$81K -10,595 -21.4%
96 IDCC 0.24% 9,273 $3M $318.34 -$1M -2,366 -20.3%
97 ISRG 0.23% 5,192 $3M $566.45 $615K -8 -0.1%
98 IIIV 0.23% 116,581 $3M $25.19 -$1M -11,047 -8.7%
99 WTFC 0.23% 20,977 $3M $139.82 -$150K -2,302 -9.9%
100 NCR 0.23% 287,423 $3M $10.20 $226K +71,784 +33.3%

New Positions

SymbolValue% Port
IEMG $40M 3.23%
IEFA $21M 1.71%
QQQM $12M 0.99%
XLK $10M 0.83%
FLJP $10M 0.81%
IGV $4M 0.33%
PAYC $2M 0.15%
PSCH $2M 0.13%
LGN $1M 0.10%
ABVX $1M 0.10%
GH $1M 0.08%
APG $847K 0.07%
CHYM $833K 0.07%
BROS $804K 0.06%
LPTH $672K 0.05%

Sold Out Positions

SymbolValue% Port
HRB —%
ACI —%
RH —%
MMI —%
NCLH —%
MATX —%
EOG —%
LXP —%
HPP —%
PRGO —%
LTC —%
KD —%
GXO —%
TSN —%
EME —%
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