Harbor Capital Apprecia-InstHACAX
13F holders, Q4 2025 (December 31)4holders +2
1new positions
0sold out
$116.59avg. 13F price*
At the end of Q4 2025, 4 institutions reported holding Harbor Capital Apprecia-Inst (HACAX) in their 13F filings, up 2 from Q3 2025. 1 opened new positions and 0 sold out. The largest holders were Fairfield Financial Advisors, LTD ($2.2M), Moody LYNN Lieberson & Walker, LLC ($325K) and Kohmann Bosshard Financial Services, LLC ($142K).
- Company
- Harbor Capital Apprecia-Inst
- CUSIP
- 411511504
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $142K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 5,317 shares bought, net +5,317 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Fairfield Financial Advisors, LTD | 0.73% | Add +27.0% | 19,290 | $2.2M |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | No change | 2,790 | $325K |
| Kohmann Bosshard Financial Services, LLC | 0.01% | New | 1,218 | $142K |
| Garton & Associates Financial Advisors LLC | 0.07% | — | 1,003 | $117K |
"% of holder's portfolio" is HACAX's weight in each manager's 13F, not the share of Harbor Capital Apprecia-Inst the manager owns.