AiSiWhale

AI & tech investing

HARBOUR INVESTMENTS, INC.

CIK 810121

13F filing for Q2 2026・No. 704

Holdings
US$7.43B
Quarter change
+US$947.75M
Entries
4,768
Net bought (estimate)
+US$241.57M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 275
  • Sold out 179
  • Cut 1,409
  • Added 1,845
  • Corporate actions 26
  • Unchanged 1,232

Largest holdings

4,761 stocks worth US$7.43B, options and bonds left out.

StockThis quarterValueWeight
VOOVanguard S&P 500 ETFETFAddedUS$285.02M3.84%
QQQInvesco QQQETFAddedUS$215.98M2.91%
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETFETFAddedUS$173.33M2.33%
AAPLAppleStockCutUS$131.22M1.77%
AVANTIS EMERGING MARKETS EQUITY ETFETFAddedUS$114.02M1.54%
FIRST TRUST SMITH UNCONSTRAINED BOND ETFETFAddedUS$104.45M1.41%
IVVISHARES CORE S&P 500 ETFETFAddedUS$99.13M1.33%
IJHISHARES CORE S&P MID-CAP ETFETFAddedUS$98.38M1.32%
FT VEST LADDERED BUFFER ETFETFAddedUS$98.11M1.32%
SPYSTATE STREET SPDR S&P 500 ETFETFAddedUS$76.68M1.03%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.