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Portfolio (Quarterly) Guide ↗

Harbour Capital Advisors, LLC

· CIK 0001682501
13F Portfolio $491M AUM 275 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 275 New
Page 3 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 UNH UNITEDHEALTH GROUP INC Healthcare 9,706.0 $3.3M 0.67% NEW $336.40 +12.3%
42 DY DYCOM INDS INC Industrials 8,894.0 $3.1M 0.63% NEW $347.56 +20.6%
43 ORCL ORACLE CORP Technology 15,271.0 $3.0M 0.61% NEW $195.71 -1.0%
44 HUBS HUBSPOT INC Technology 7,817.0 $3.0M 0.61% NEW $382.23 -48.0%
45 TSM TAIWAN SEMICONDUCTOR MFG Technology 9,326.0 $3.0M 0.61% NEW $319.61 +28.9%
46 STLD STEEL DYNAMICS INC Basic Materials 16,372.0 $2.9M 0.59% NEW $176.06 +40.5%
47 ANET ARISTA NETWORKS INC Technology 21,429.0 $2.9M 0.58% NEW $133.60 +15.9%
48 CRM SALESFORCE INC Technology 11,228.0 $2.8M 0.58% NEW $253.62 -28.8%
49 VRTX VERTEX PHARMACEUTICALS INC Healthcare 5,933.0 $2.7M 0.55% NEW $452.13 -3.8%
50 WM WASTE MGMT INC DEL Industrials 12,200.0 $2.7M 0.54% NEW $218.40 -0.9%
51 TKO TKO GROUP HOLDINGS INC Communication Services 12,803.0 $2.6M 0.54% NEW $206.94 -7.1%
52 MELI MERCADOLIBRE INC Consumer Cyclical 1,290.0 $2.5M 0.52% NEW $1973.70 -17.4%
53 TJX TJX COS INC NEW Consumer Cyclical 16,448.0 $2.5M 0.52% NEW $154.28 +2.8%
54 HON HONEYWELL INTL INC Industrials 12,836.0 $2.5M 0.51% NEW $195.88 +18.6%
55 SDY SPDR SERIES TRUST 17,755.0 $2.5M 0.51% NEW $140.04 +7.1%
56 PANW PALO ALTO NETWORKS INC Technology 13,509.0 $2.4M 0.49% NEW $179.37 +42.4%
57 VUG VANGUARD INDEX FDS 4,927.0 $2.4M 0.49% NEW $486.20 -81.8%
58 VSEC VSE CORP Industrials 12,878.0 $2.3M 0.47% NEW $181.32 -2.1%
59 IJR ISHARES TR 18,774.0 $2.3M 0.46% NEW $121.37 +14.6%
60 LNG CHENIERE ENERGY INC Energy 11,512.0 $2.3M 0.46% NEW $197.80 +19.7%
Page 3 of 14  ·  275 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 34.9%
Financial Services 16.0%
Communication Services 9.7%
Healthcare 9.2%
Consumer Cyclical 9.0%
Industrials 8.1%
Energy 4.2%
Basic Materials 3.7%
Consumer Defensive 2.3%
Real Estate 1.5%