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Portfolio (Quarterly) Guide ↗

Harbour Capital Advisors, LLC

· CIK 0001682501
13F Portfolio $549M AUM 299 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 52 New 63 Added 99 Reduced 33 Exited
Page 2 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LIN LINDE PLC Basic Materials 2,213.0 $1.2M 0.21% +52.0 +2.4% $529.79 -9.3%
22 IOT SAMSARA INC Technology 31,285.0 $1.1M 0.21% +14K +79.6% $36.72 +6.4%
23 BERKSHIRE HATHAWAY INC DEL 2,024.0 $999K 0.18% +160.0 +8.6% $493.71
24 NXPI NXP SEMICONDUCTORS N V Technology 3,397.0 $993K 0.18% +30.0 +0.9% $292.26 -23.3%
25 MOD MODINE MFG CO Consumer Cyclical 3,930.0 $966K 0.18% +2K +66.5% $245.91 -23.2%
26 IBB ISHARES TR 4,958.0 $952K 0.17% +120.0 +2.5% $192.06 +10.1%
27 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 25,970.0 $937K 0.17% +15K +127.3% $36.07 +5.3%
28 BBB FOODS INC 21,125.0 $900K 0.16% +2K +12.8% $42.58
29 PAC GRUPO AEROPORTUNARIO DEL PAC Industrials 3,782.0 $891K 0.16% +105.0 +2.9% $235.64 -11.9%
30 WHD CACTUS INC Energy 16,280.0 $876K 0.16% +840.0 +5.4% $53.79 +29.7%
31 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 13,460.0 $871K 0.16% +800.0 +6.3% $64.70 +15.7%
32 SPOT SPOTIFY TECHNOLOGY S A Communication Services 1,806.0 $866K 0.16% +41.0 +2.3% $479.77 +11.4%
33 CACI CACI INTL INC Technology 1,767.0 $860K 0.16% +108.0 +6.5% $486.45 +32.5%
34 SHOP SHOPIFY INC Technology 6,885.0 $844K 0.15% +635.0 +10.2% $122.54 +19.9%
35 BKAG BNY MELLON ETF TRUST 19,695.0 $819K 0.15% +855.0 +4.5% $41.58 -0.6%
36 CANADIAN PACIFIC KANSAS CITY 8,792.0 $793K 0.14% +720.0 +8.9% $90.20
37 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 29,675.0 $787K 0.14% +13K +79.3% $26.52 +18.7%
38 ORN ORION GROUP HLDGS INC Industrials 57,300.0 $787K 0.14% +13K +30.7% $13.73 -33.0%
39 TM TOYOTA MOTOR CORP Consumer Cyclical 4,220.0 $745K 0.14% +705.0 +20.1% $176.45 +8.4%
40 CFG CITIZENS FINL GROUP INC Financial Services 9,025.0 $635K 0.12% +725.0 +8.7% $70.34 -0.3%
Page 2 of 4  ·  63 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.5%
Financial Services 14.9%
Healthcare 9.8%
Industrials 8.1%
Communication Services 8.0%
Consumer Cyclical 8.0%
Basic Materials 3.5%
Energy 3.3%
Consumer Defensive 2.3%
Real Estate 1.8%