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Jim Dushek

Harbour Investments, Inc.

Assets Managed
$6.479B
Holdings
4673
Last Quarter
2026 - Q1
Filed Date
4d ago
Growth Rate
31.38%(2Q avg: 21.6%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Harbour Investments, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 4673 positions.

Assets under management

The assets under management (AUM) of Harbour Investments, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 6.479B in assets, with a quarterly growth rate of 31.38% and a 2-quarter average growth rate of 21.6%. The portfolio is managed by Jim Dushek, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -14.51%
3.65%
$236.137M
395,174 shares@ $597.56 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 0.97%
2.48%
$160.581M
278,216 shares@ $577.19 avg price
SDVY
First Trust Smid Cap Rising
Recent Activity
Increased 41.05%
2.34%
$151.032M
3.83M shares@ $39.44 avg price
AAPL
Apple Inc
Recent Activity
Increased 69.61%
1.81%
$116.645M
459,637 shares@ $253.78 avg price
UCON
First Trust Tcw Unconstraine
Recent Activity
Increased 15.71%
1.58%
$102.074M
4.121M shares@ $24.78 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Increased 48.4%
1.43%
$92.495M
1.148M shares@ $80.59 avg price
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Increased 5.42%
1.37%
$88.352M
2.616M shares@ $33.78 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 0.28%
1.32%
$84.929M
1.258M shares@ $67.53 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 44.24%
1.25%
$80.646M
123,462 shares@ $653.21 avg price
CGCP
Cap Group Core Plus Income
Recent Activity
Increased 14.14%
1.11%
$71.89M
3.218M shares@ $22.35 avg price

1-10 of 4673