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HARBOUR CAPITAL ADVISORS, LLC 13F portfolio summary

HARBOUR CAPITAL ADVISORS, LLC of HARBOUR CAPITAL ADVISORS, LLC has 299 current stock holdings with a reported portfolio value of $549.1M. The portfolio 1 year return is +24.88%. Top holdings include AVGO (3.77%), AAPL (3.35%), LLY (3.30%), CIEN (3.23%), LRCX (2.76%).

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HARBOUR CAPITAL ADVISORS, LLC

HARBOUR CAPITAL ADVISORS, LLC
Latest filing: 2026-06-30

HARBOUR CAPITAL ADVISORS, LLC runs HARBOUR CAPITAL ADVISORS, LLC and currently holds 299 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $549.12M. Their top holdings are AVGO, AAPL, LLY, CIEN, LRCX. The top five represent 16.4% of reported portfolio weight. HARBOUR CAPITAL ADVISORS, LLC ranks #499 out of 1000 investors tracked by Alpha Score. They added to 33 existing positions. They trimmed 60 positions. Their current best-performing preview position is ALAB with returns of +192.43%.

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Top 5 Holdings
AVGO3.8%
AAPL3.3%
LLY3.3%
CIEN3.2%
LRCX2.8%
Top 5: 16.4%
Portfolio Returns
1 Year
+24.88%
#481/1000
3 Year
+75.46%
#440/1000
5 Year
+71.78%
#524/1000

Portfolio Value

$549.12M

Alpha Score

57.7

#499 of 1000

Holdings

299

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299 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
AVGO
BROADCOM INC
3.77%$47.51$368.45+675.52%
Trimmed
-0.40%
AAPL
APPLE INC
3.35%$38.80$309.35+697.29%
Trimmed
-0.53%
LLY
ELI LILLY & CO
3.30%$92.30$1,254.77+1,259.45%
Trimmed
-0.54%
CIEN
CIENA CORP
3.23%$43.83$396.06+803.63%
Trimmed
-1.20%
LRCX
LAM RESEARCH CORP
2.76%$72.23$314.00+334.72%
Trimmed
-1.18%
IEFA
ISHARES TR
2.70%$60.32$100.87+67.22%
Trimmed
-0.45%
JPM
JPMORGAN CHASE & CO
2.67%$89.62$351.64+292.36%
Trimmed
-0.39%
GOOG
ALPHABET INC
2.55%$104.95$341.75+225.63%
Trimmed
-0.51%
MSFT
MICROSOFT CORP
1.95%$123.35$483.24+291.76%
Trimmed
-0.35%
AMZN
AMAZON COM INC
1.88%$152.02$258.63+70.13%
Added
+0.19%

Showing 1-10 of 299