First seen by DFX
Sep 13, 2026
date not stated
Harbour Capital Advisors, LLC: OUTSOURCED_FAMILY_OFFICE -> OUTSOURCED_FAMILY_OFFICE (Harbour Capital Advisors is a wealth management RIA that offers family office services to its client families.)
First seen by DFX
Sep 12, 2026
date not stated
Harbour Capital Advisors, LLC found on the SEC adviser roster (services_description)
Harbour Capital Advisors, LLC reported $524,967,917 across 280 13(f) positions for the quarter ended 2026-03-31
Harbour Capital Advisors, LLC exited Hubspot Inc (was $2,987,892, 7,817 shares)
Harbour Capital Advisors, LLC exited Intuit (was $5,261,027, 8,358 shares)
Harbour Capital Advisors, LLC exited Palantir Technologies Inc (was $5,855,628, 34,884 shares)
Harbour Capital Advisors, LLC exited Salesforce Inc (was $2,847,645, 11,228 shares)
Harbour Capital Advisors, LLC exited TKO Group Holdings Inc (was $2,649,453, 12,803 shares)
Harbour Capital Advisors, LLC increased Zeta Global Holdings Corp 25,195 -> 114,625 shares ($501,632 -> $2,081,590)
Harbour Capital Advisors, LLC increased Booking Holdings Inc 968 -> 24,270 shares ($5,152,858 -> $4,354,038)
Harbour Capital Advisors, LLC increased Ezcorp Inc 60,180 -> 108,140 shares ($1,207,211 -> $3,286,375)
Harbour Capital Advisors, LLC increased Goldman Sachs Etf Tr 11,650 -> 34,136 shares ($1,164,651 -> $3,417,355)
Harbour Capital Advisors, LLC increased Palo Alto Networks Inc 13,509 -> 21,178 shares ($2,423,109 -> $3,837,454)
Harbour Capital Advisors, LLC increased Stonex Group Inc 13,654 -> 20,566 shares ($1,329,627 -> $2,138,247)
Harbour Capital Advisors, LLC increased Vanguard Index Fds 4,927 -> 27,726 shares ($2,395,507 -> $2,301,813)
Harbour Capital Advisors, LLC reported $491,201,917 across 275 13(f) positions for the quarter ended 2025-12-31
Harbour Capital Advisors, LLC increased VSE Corp 9,664 -> 12,878 shares ($1,571,656 -> $2,335,039)
Harbour Capital Advisors, LLC reported $488,736,241 across 277 13(f) positions for the quarter ended 2025-09-30
Harbour Capital Advisors, LLC increased Guidewire Software Inc 6,967 -> 9,705 shares ($1,586,665 -> $2,203,035)
Harbour Capital Advisors, LLC exited Freeport-Mcmoran Inc (was $3,523,329, 76,979 shares)
Harbour Capital Advisors, LLC exited Pepsico Inc (was $2,448,178, 17,938 shares)
Harbour Capital Advisors, LLC reduced Salesforce Inc 18,181 -> 11,353 shares ($4,894,507 -> $2,721,768)
Harbour Capital Advisors, LLC reported $474,566,932 across 287 13(f) positions for the quarter ended 2025-06-30
Harbour Capital Advisors, LLC reduced Chipotle Mexican Grill Inc 54,360 -> 4,750 shares ($2,722,349 -> $269,658)
Harbour Capital Advisors, LLC increased Dycom Inds Inc 6,725 -> 8,665 shares ($994,897 -> $2,141,901)
Harbour Capital Advisors, LLC increased American Healthcare Reit Inc 33,375 -> 72,120 shares ($1,014,600 -> $2,622,283)
Harbour Capital Advisors, LLC reported $404,467,031 across 271 13(f) positions for the quarter ended 2025-03-31
Harbour Capital Advisors, LLC increased Uber Technologies Inc 32,480 -> 40,675 shares ($2,097,883 -> $2,841,149)
Harbour Capital Advisors, LLC increased TKO Group Holdings Inc 10,555 -> 13,990 shares ($1,503,032 -> $2,104,656)
Harbour Capital Advisors, LLC reduced Honeywell Intl Inc 28,075 -> 18,437 shares ($6,359,549 -> $3,810,559)
Harbour Capital Advisors, LLC reduced KBR Inc 50,985 -> 4,220 shares ($3,008,625 -> $216,486)
Harbour Capital Advisors, LLC reduced Merck & Co Inc 33,009 -> 14,170 shares ($3,272,512 -> $1,224,146)
Harbour Capital Advisors, LLC reported $448,510,816 across 270 13(f) positions for the quarter ended 2024-12-31