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| Happy Holidays!! thanks for using AUM13F!! |
| Harbor Advisory Corporation
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| CRD # | 105151 |
| SEC # | 801-8915 |
| CIK # | 0001468792, 0001100710 |
| AUM | $443.9 M (2025-06-09) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 603-431-5740 |
| Address | 500 Market St, Ste 11 Portsmouth, NH 03801 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001468792 0001100710 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 14.8 | ||
| Alphabet Inc | 12.4 | ||
| Apple Inc | 10.0 | ||
| J P Morgan Chase & Co | 9.1 | ||
| Microsoft Corp | 8.7 | ||
| Brookfield Infrastructure Partners LP | 8.5 | ||
| Johnson & Johnson | 5.3 | ||
| Pfizer Inc | 4.6 | ||
| AbbVie Inc | 4.3 | ||
| Abbott Laboratories | 4.2 | ||
| PepsiCo Inc | 3.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 53 | 22.0 |
| (b) Individuals (high net worth individuals) | 101 | 418.1 |
| (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 | 3.8 |
| (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 | 403 | 443.9 |
| By Discretionary | ||
| Discretionary | 403 | 443.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 403 | 443.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 443.9 | |
| Total | 403 | 443.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001100710] | |
| 13F-HR | [0001468792] |
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