Holdings of Harbour Trust & Investment Management Co
145 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 44.5 % of the equity sleeve
Sector breakdown
- Technology 26.0 %
- Financials 10.8 %
- Communication 8.0 %
- Health care 6.8 %
- Consumer discretionary 6.8 %
- Industrials 6.1 %
- Consumer staples 5.5 %
- Funds 5.3 %
- Energy 2.9 %
- Utilities 2.0 %
- Materials 1.8 %
- Real estate 1.3 %
- Unattributed 16.9 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 144 | 915.9M $ | 99.86 % |
| 2 | DK | 1 | 1.3M $ | 0.14 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 101 | ONEOK Inc | 5,750 | 519.7K $ | |
| 102 | American Express Co | 1,687 | 510.3K $ | |
| 103 | General Electric Co | 1,764 | 500.6K $ | |
| 104 | Vistra Corp | 3,300 | 496.1K $ | |
| 105 | General Dynamics Corp | 1,428 | 490.1K $ | |
| 106 | Gilead Sciences Inc | 3,450 | 480.8K $ | |
| 107 | iShares S&P Mid-Cap 400 Growth ETF | 4,738 | 476.7K $ | |
| 108 | American Electric Power Co Inc | 3,596 | 471.4K $ | |
| 109 | EOG Resources Inc | 3,208 | 463.8K $ | |
| 110 | Coca-Cola Co/The | 6,046 | 459.8K $ | |
| 111 | iShares Morningstar US Equity ETF | 4,700 | 422.3K $ | |
| 112 | iShares U.S. Technology ETF | 2,157 | 391.3K $ | |
| 113 | Capital One Financial Corp | 2,083 | 380K $ | |
| 114 | Advanced Micro Devices Inc | 1,836 | 373.5K $ | |
| 115 | Albemarle Corp | 2,060 | 369.8K $ | |
| 116 | Consolidated Edison Inc | 3,146 | 356.1K $ | |
| 117 | iShares Core S&P 500 ETF | 541 | 353.4K $ | |
| 118 | Genuine Parts Co | 3,316 | 350.7K $ | |
| 119 | ITT Inc | 1,800 | 343K $ | |
| 120 | AT&T Inc | 11,715 | 339.6K $ | |
| 121 | Waste Management Inc | 1,420 | 326.3K $ | |
| 122 | Northern Trust Corp | 2,177 | 303.8K $ | |
| 123 | Progressive Corp/The | 1,486 | 294.6K $ | |
| 124 | State Street Spdr Dow Jones Industrial Average Etf Trust | 620 | 287.2K $ | |
| 125 | Kinder Morgan, Inc. | 8,268 | 277.2K $ | |
| 126 | Paychex Inc | 2,958 | 272.5K $ | |
| 127 | iShares Expanded Tech Sector ETF | 2,262 | 268.1K $ | |
| 128 | Merck & Co Inc | 2,192 | 263.7K $ | |
| 129 | 1st Source Corp | 3,758 | 260.1K $ | |
| 130 | Modine Manufacturing Co | 1,100 | 238.4K $ | |
| 131 | iShares Russell 2000 ETF | 944 | 234.1K $ | |
| 132 | UnitedHealth Group Inc | 860 | 232.7K $ | |
| 133 | Altria Group, Inc. | 3,477 | 229.4K $ | |
| 134 | ConocoPhillips | 1,732 | 228.6K $ | |
| 135 | Plains GP Holdings LP | 9,408 | 228.4K $ | |
| 136 | iShares National Muni Bond ETF | 2,086 | 221.4K $ | |
| 137 | Tesla Inc | 575 | 213.8K $ | |
| 138 | Lamar Advertising Co | 1,683 | 213.2K $ | |
| 139 | First Merchants Corp | 5,465 | 211.7K $ | |
| 140 | Fifth Third Bancorp | 4,487 | 208.5K $ | |
| 141 | iShares ESG Optimized MSCI USA ETF | 1,564 | 206.6K $ | |
| 142 | OGE Energy Corp | 4,300 | 206.2K $ | |
| 143 | Valero Energy Corp | 811 | 200.4K $ | |
| 144 | Union Pacific Corp | 825 | 200.2K $ | |
| 145 | Cleveland-Cliffs Inc | 12,435 | 105.1K $ | |