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| Harbor Advisory Corporation
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|---|---|
| CRD # | 105151 |
| SEC # | 801-8915 |
| CIK # | 0001100710, 0001468792 |
| AUM | 480.9 M (2026-05-14) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 603-431-5740 |
| Address | 500 Market St Portsmouth, NH 03801 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Marriott International Inc /MD/ | 197.2 | ||
| Apple Inc | 92.2 | ||
| Alphabet Inc | 60.8 | ||
| Amazon Com Inc | 54.7 | ||
| Microsoft Corp | 35.0 | ||
| Alphabet Inc | 22.6 | ||
| J P Morgan Chase & Co | 18.9 | ||
| Nvidia Corp | 16.1 | ||
| World Currency Gold Trust | 14.1 | ||
| Visa Inc | 13.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 19.8 |
| (b) Individuals (high net worth individuals) | 99 | 456.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 4.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 395 | 480.9 |
| By Discretionary | ||
| Discretionary | 395 | 480.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 395 | 480.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 480.9 | |
| Total | 395 | 480.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001100710] | |
| 13F-HR | [0001468792] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
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