H

Harbor Advisors LLC

Family Office

Harbor Advisors LLC is a Family Office based in West Palm Beach, FL led by Shiaujie Fu, reporting $788.1M in AUM as of Q3 2025 with 32% Real Estate concentration, 63% concentrated in top 10 holdings, and 30% allocation to EQIX.

Managing PartnerShiaujie Fu
Portfolio Value
$649.2M
Positions
192
Top Holding
EQIX at 30.5%
Last Reported
Q3 2025
Address1400 Centrepark Blvd, Suite 950, West Palm Beach, FL, 33401, United States

Top Holdings

Largest long holdings in Harbor Advisors LLC's portfolio (62.8% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
REIT - Specialty
Real Estate
$198.0M
30.50%
0.26%
252.8K shares
Internet Content & Information
Communication Services
$37.8M
5.83%
0.00%
155.6K shares
3
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$37.8M
5.82%
0.00%
148.4K shares
4
Amazon logo
Amazon
AMZN
Specialty Retail
Consumer Cyclical
$34.0M
5.23%
0.00%
154.7K shares
5
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$33.6M
5.17%
0.00%
180.0K shares
Oil & Gas Exploration & Production
Energy
$16.0M
2.46%
0.02%
499.8K shares
Financial - Credit Services
Financial Services
$14.8M
2.28%
0.00%
26.0K shares
Software - Infrastructure
Technology
$13.5M
2.07%
0.00%
26.0K shares
Financial - Capital Markets
Financial Services
$12.9M
1.98%
0.04%
186.8K shares
Rental & Leasing Services
Industrials
$9.5M
1.47%
0.06%
57.0K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Harbor Advisors LLC's latest filing

See all changes
Market Value
$649.2M
Prior: $611.3M
Q/Q Change
+6.19%
+$37.8M
Net Flows % of MV
+0.145%
Turnover Ratio
0.744%
New Purchases
6 stocks
$1.8M
Added To
8 stocks
+$3.1M
Sold Out Of
9 stocks
$3.7M
Reduced Holdings
4 stocks
-$242.5K

Increased Positions

PositionShares Δ
New
New
New
New
New

Decreased Positions

PositionShares Δ
1
Hess logo
Hess
HES
Sold
Sold
Sold
4
Intel logo
Intel
INTC
Sold
Sold

Analytics

Portfolio insights and performance metrics for Harbor Advisors LLC

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Sector Allocation

Real Estate: 31.70%Real EstateFinancial Services: 19.40%Financial ServicesTechnology: 17.10%TechnologyCommunication Services: 10.30%Communication ServicesConsumer Cyclical: 6.40%Industrials: 5.70%Energy: 4.10%Healthcare: 1.60%Basic Materials: 1.20%Consumer Defensive: 0.70%ETF: 0.20%Utilities: 0.10%
Real Estate
31.70%
Financial Services
19.40%
Technology
17.10%
Communication Services
10.30%
Consumer Cyclical
6.40%
Industrials
5.70%
Energy
4.10%
Healthcare
1.60%
Basic Materials
1.20%
Consumer Defensive
0.70%
ETF
0.20%
Utilities
0.10%

Market Cap Distribution

Mega Cap (> $200B): 34.36%Mega Cap (> $200B)Large Cap ($10B - $200B): 58.33%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 4.11%Small Cap ($300M - $2B): 2.29%Nano Cap (< $50M): 0.18%N/A (ETF or Unknown): 0.74%
Mega Cap (> $200B)
34.36%
Large Cap ($10B - $200B)
58.33%
Mid Cap ($2B - $10B)
4.11%
Small Cap ($300M - $2B)
2.29%
Nano Cap (< $50M)
0.18%
N/A (ETF or Unknown)
0.74%

Portfolio Concentration

Top 10 Holdings %
62.81%
Top 20 Holdings %
73.63%
Top 50 Holdings %
86.62%
Top 100 Holdings %
94.94%

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