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Aalok Shah

Harbour Investment Management Llc

Assets Managed
$193.637M
Holdings
108
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
5.15%(2Q avg: 1.4%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Harbour Investment Management Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 108 positions.

Assets under management

The assets under management (AUM) of Harbour Investment Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 193.637M in assets, with a quarterly growth rate of 5.15% and a 2-quarter average growth rate of 1.4%. The portfolio is managed by Aalok Shah, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MSFT
Microsoft Corp
Recent Activity
Decreased -1.2%
6.43%
$12.433M
33,331 shares@ $373.03 avg price
VUSB
Vanguard Ultra Short Bond Et
Recent Activity
Increased 12.58%
6.09%
$11.777M
236,587 shares@ $49.79 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 14.59%
5.01%
$9.695M
191,705 shares@ $50.58 avg price
COST
Costco Wholesale Corp
Recent Activity
Decreased -1.11%
4.91%
$9.5M
10,155 shares@ $935.48 avg price
VBIL
Vanguard 0-3m T-bill Etf
Recent Activity
Decreased -0.72%
4.49%
$8.692M
114,851 shares@ $75.69 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3.64%
4.39%
$8.486M
29,326 shares@ $289.36 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -1.28%
3.44%
$6.656M
17,619 shares@ $377.77 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -4.28%
3.03%
$5.856M
24,570 shares@ $238.35 avg price
IBB
Ishares Biotechnology Etf
Recent Activity
Decreased -1.83%
2.48%
$4.783M
25,150 shares@ $190.19 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 6.39%
2.27%
$4.384M
8,762 shares@ $500.39 avg price

1-10 of 108