FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,167.79-0.13%
XLE56.780.02%
STOXX50E5,860.32-0.39%
XLF51.74-0.14%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,788.190.04%
GSPC7,173.910.12%
Temp29°C
UV7.3
Feels32.8°C
Humidity62%
Wind12.2 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time3:54 PM

Institutional Manager · CIK 0001687156

Harbor Advisors LLC

West Palm Beach, FL · File #028-17610

Latest AUM
$665.8M
Positions
193
Top-10 Concentration
73.0%
Filings
9

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
EXITEDPINNACLE FINL PARTNERS INC72346Q104-12,000-$1.1M$0
NEWSL GREEN RLTY CORP78440X887+17,000+$779,790$0
ADDMETA PLATFORMS INCMETA+1,000+$660,090-$950,912
NEWORACLE CORPORCL-PD+2,400+$467,784$0
REDUCECUSTOMERS BANCORP INCCUBB-6,000-$438,720+$224,750
EXITEDJOHNSON & JOHNSON478160104-2,304-$427,208$0
ADDNETFLIX INCNFLX+4,500+$421,920-$552,580
ADDWESTERN ALLIANCE BANCORPWAL-PA+5,000+$420,350-$23,850
REDUCEAMAZON COM INCAMZN-1,500-$346,230+$1.7M
NEWPHOENIX ED PARTNERS INC718968100+10,000+$303,000$0

Sector Allocation

Real Estate
29.6%$197.1M
Technology
17.6%$117.5M
Financials
9.6%$63.6M
Industrials
3.7%$24.4M
Energy
1.4%$9.4M
Healthcare
1.1%$7.5M
Materials
0.9%$6.2M

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1EQUINIX INCEQIX252,790$193.7M33.53%
2ALPHABET INCGOOG155,600$48.7M8.43%
3APPLE INCAAPL148,400$40.3M6.99%
4AMAZON COM INCAMZN153,200$35.4M6.12%
5NVIDIA CORPORATIONNVDA180,000$33.6M5.81%
6CANADIAN NAT RES LTD136385101499,800$16.9M2.93%
7MASTERCARD INCORPORATEDMA26,000$14.8M2.57%
8MICRON TECHNOLOGY INCMU48,500$13.8M2.40%
9MICROSOFT CORPMSFT26,000$12.6M2.18%
10INTERACTIVE BROKERS GROUP45841N107186,832$12.0M2.08%
11FTAI AVIATION LTDFTAIN57,000$11.2M1.94%
12FERGUSON ENTERPRISES INCFERG41,255$9.2M1.59%
13META PLATFORMS INCMETA13,800$9.1M1.58%
14JPMORGAN CHASE & CO.VYLD24,148$7.8M1.35%
15BANK OF NT BUTTERFIELD&SONG0772R208155,408$7.7M1.34%
16S&P GLOBAL INCSPGI13,667$7.1M1.24%
17PJT PARTNERS INCPJT41,519$6.9M1.20%
18ALPHABET INCGOOG20,000$6.3M1.09%
19EVERCORE INCEVR15,000$5.1M0.88%
20NUCOR CORPNUE27,992$4.6M0.79%