CUSIP 411511504
HARBOR CAPITAL APPRECIATION INSTL
13 institutions · $4.6M total · 88,967 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Fairfield Financial Advisors, LTD | 19,290 | $2.2M | 21.68% | 2025-12-31 |
| 2 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 11,584 | $1.4M | 13.02% | 2024-06-30 |
| 3 | MOODY LYNN & LIEBERSON, LLC | 2,790 | $325.3K | 3.13% | 2025-12-31 |
| 4 | RFP Financial Group LLC | 2,181 | $223.0K | 2.45% | 2025-03-31 |
| 5 | Register Financial Advisors LLC | 2,391 | $150.1K | 2.68% | 2023-03-31 |
| 6 | Kohmann Bosshard Financial Services, LLC | 1,218 | $141.9K | 1.36% | 2025-12-31 |
| 7 | Garton & Associates Financial Advisors LLC | 602 | $70.2K | 0.67% | 2025-12-31 |
| 8 | MFA Wealth Advisors, LLC | 225 | $26.6K | 0.25% | 2024-09-30 |
| 9 | Strategic Investment Solutions, Inc. /IL | 236 | $21.1K | 0.26% | 2023-12-31 |
| 10 | TUCKER ASSET MANAGEMENT LLC | 99 | $11.3K | 0.11% | 2024-12-31 |
| 11 | RE Dickinson Investment Advisors, LLC | 46,198 | $4.0K | 51.92% | 2023-09-30 |
| 12 | ROANOKE ASSET MANAGEMENT CORP/ NY | 2,059 | $210 | 2.31% | 2025-03-31 |
| 13 | DIVIDEND ASSETS CAPITAL, LLC | 94 | $8 | 0.10% | 2023-12-31 |