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Lydia Gallas

Harbour Trust & Investment Management Co

Assets Managed
$942.785M
Holdings
155
Last Quarter
2026 - Q1
Filed Date
23d ago
Growth Rate
-3.82%(2Q avg: -1.24%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Harbour Trust & Investment Management Co's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 155 positions.

Assets under management

The assets under management (AUM) of Harbour Trust & Investment Management Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 942.785M in assets, with a quarterly growth rate of -3.82% and a 2-quarter average growth rate of -1.24%. The portfolio is managed by Lydia Gallas, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -5.63%
14.22%
$133.993M
768,311 shares@ $174.41 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3.65%
5.25%
$49.454M
194,862 shares@ $253.8 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -0.49%
4.84%
$45.62M
159,031 shares@ $286.86 avg price
COST
Costco Wholesale Corp
Recent Activity
Increased 2.8%
3.2%
$30.153M
30,261 shares@ $996.43 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 1.51%
2.92%
$27.466M
93,370 shares@ $294.17 avg price
OEF
Ishares S&p 100 Etf
Recent Activity
Increased 2.4%
2.78%
$26.196M
82,359 shares@ $318.08 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 22.42%
2.72%
$25.6M
69,157 shares@ $370.18 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -1.17%
2.62%
$24.634M
198,163 shares@ $124.32 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 0.28%
2.39%
$22.458M
46,866 shares@ $479.2 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 3.48%
2.35%
$22.141M
327,876 shares@ $67.53 avg price

1-10 of 155