HARBOUR INVESTMENTS, INC.
All 13F Filings
- Location
- Madison, WI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 4,931,544
- Description
- Madison Wisconsin based institutional asset management platform with a corporate governance structure and a governance centered and selective investment mandate. The approach emphasizes multi sleeve portfolio balancing, active stewardship and governance oversight, and valuation discipline and downside awareness for public markets focused allocations. Allocation decisions balance return objectives with robust oversight and disciplined exposure management through mandate specific risk calibration and allocation selectivity.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/9/2026 | 3,866 | 4,931,544 | 13F-HR | HARBOUR INVESTMENTS, INC. |
| Q3 2025 | 11/12/2025 | 3,746 | 4,410,237 | 13F-HR | HARBOUR INVESTMENTS, INC. |
| Q2 2025 | 7/28/2025 | 3,607 | 3,947,538 | 13F-HR | HARBOUR INVESTMENTS, INC. |
| Q1 2025 | 5/8/2025 | 3,559 | 3,497,417 | 13F-HR | HARBOUR INVESTMENTS, INC. |
| Q4 2024 | 2/10/2025 | 3,491 | 3,483,634 | 13F-HR | HARBOUR INVESTMENTS, INC. |
| Q3 2024 | 11/4/2024 | 3,396 | 3,324,106 | 13F-HR | HARBOUR INVESTMENTS, INC. |
| Q2 2024 | 7/26/2024 | 3,291 | 2,964,419 | 13F-HR | HARBOUR INVESTMENTS, INC. |
| Q1 2024 | 7/22/2024 | 3,215 | 2,822,100 | 13F-HR | HARBOUR INVESTMENTS, INC. |
| Q4 2023 | 2/16/2024 | 3,130 | 2,415,537 | 13F-HR | HARBOUR INVESTMENTS, INC. |
| Q3 2023 | 11/15/2023 | 2,998 | 1,993,102 | 13F-HR | HARBOUR INVESTMENTS, INC. |
| Q2 2023 | 8/15/2023 | 3,028 | 2,017,978 | 13F-HR | HARBOUR INVESTMENTS, INC. |
| Q1 2023 | 5/15/2023 | 2,998 | 1,831,963 | 13F-HR | HARBOUR INVESTMENTS, INC. |
| Q4 2022 | 2/16/2023 | 2,999 | 1,638,469 | 13F-HR | HARBOUR INVESTMENTS, INC. |
| Q3 2022 | 11/15/2022 | 2,899 | 1,481,519 | 13F-HR | HARBOUR INVESTMENTS, INC. |
| Q2 2022 | 8/15/2022 | 2,899 | 1,481,519 | 13F-HR | HARBOUR INVESTMENTS, INC. |
| Q4 2021 | 2/16/2022 | 2,724 | 1,679,037 | 13F-HR | HARBOUR INVESTMENTS, INC. |
| Q3 2021 | 11/15/2021 | 3,978 | 3,131,152 | 13F-HR | HARBOUR INVESTMENTS, INC. |
| Q2 2021 | 8/16/2021 | 3,970 | 3,135,487 | 13F-HR | HARBOUR INVESTMENTS, INC. |
| Q1 2021 | 8/17/2021 | 3,808 | 2,778,373 | 13F-HR/A - RESTATEMENT | HARBOUR INVESTMENTS, INC. |
| Q1 2021 | 5/12/2021 | 1,495 | 154,505 | 13F-HR | HARBOUR INVESTMENTS, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 3.512 M | 71.2% | 396.8 K | 0 | 396.8 K |
| ETFs | 1.375 M | 27.9% | 114.8 K | 0 | 114.8 K |
| Debt | 37.83 K | 0.8% | 10.28 K | 0 | 10.28 K |
| Other | 5.499 K | 0.1% | 0 | 318 | -318 |
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Fund Snapshot
Q4 2025
Latest filed
2/9/2026
Total value ($000)
4,931,544
Holdings
3866
QoQ value change ($000)
521,307
(11.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.