HARBOR FUNDS - HACAX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fairfield Financial Advisors, LTD | History | Added to | 19,290 | 2,249 | 0.73% | 0.66% | 1 | +4,099 | 26.98% | Q4 2025 | Feb 02, 2026 |
| MOODY LYNN & LIEBERSON, LLC | History | No change | 2,790 | 325 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 1,218 | 141 | 0.01% | — | 3 | +1,218 | New | Q4 2025 | Jan 30, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 1,003 | 116 | 0.06% | — | 4 | +1,003 | New | Q4 2025 | Feb 18, 2026 |