Harbor Capital Apprecia-InstHACAX
13F holders, Q2 2025 (June 30)2holders −2
0new positions
1sold out
$122.24avg. 13F price*
At the end of Q2 2025, 2 institutions reported holding Harbor Capital Apprecia-Inst (HACAX) in their 13F filings, down 2 from Q1 2025. 0 opened new positions and 1 sold out. The largest holders were Fairfield Financial Advisors, LTD ($1.4M) and Moody LYNN Lieberson & Walker, LLC ($341K).
- Company
- Harbor Capital Apprecia-Inst
- CUSIP
- 411511504
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $223K |
All 13F filers, Q1 2025 → Q2 2025: 317 shares bought and 2,181 shares sold, net −1,864 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Fairfield Financial Advisors, LTD | 0.50% | Add +2.8% | 11,681 | $1.4M |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | No change | 2,790 | $341K |
"% of holder's portfolio" is HACAX's weight in each manager's 13F, not the share of Harbor Capital Apprecia-Inst the manager owns.