Harbor Capital Apprecia-InstHACAX
13F holders, Q1 2025 (March 31)4holders −1
0new positions
1sold out
$102.20avg. 13F price*
At the end of Q1 2025, 4 institutions reported holding Harbor Capital Apprecia-Inst (HACAX) in their 13F filings, down 1 from Q4 2024. 0 opened new positions and 1 sold out. The largest holders were Fairfield Financial Advisors, LTD ($1.2M), Moody LYNN Lieberson & Walker, LLC ($285K) and RFP Financial Group LLC ($223K).
- Company
- Harbor Capital Apprecia-Inst
- CUSIP
- 411511504
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $11K |
All 13F filers, Q4 2024 → Q1 2025: 3,762 shares bought and 187 shares sold, net +3,575 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Fairfield Financial Advisors, LTD | 0.44% | Add +49.5% | 11,364 | $1.2M |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | No change | 2,790 | $285K |
| RFP Financial Group LLC | 0.09% | No change | 2,181 | $223K |
| Roanoke Asset Management Corp./ NY | 0.07% | Reduce -4.1% | 2,059 | $210K |
"% of holder's portfolio" is HACAX's weight in each manager's 13F, not the share of Harbor Capital Apprecia-Inst the manager owns.