HARBOR ADVISORY CORP /MA/
RIA/Wealth
HARBOR ADVISORY CORP /MA/ is a RIA/Wealth based in Portsmouth, NH led by John Joseph Degan, reporting $443.9M in AUM as of Q3 2025 with 60% ETF concentration.
PresidentJohn Joseph Degan
- Portfolio Value
- $338.2M
- Positions
- 80
- Top Holding
- VOO at 6.28%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in HARBOR ADVISORY CORP /MA/'s portfolio (42% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $21.2M | 6.28% | -$52.7K Sold | — 34.7K shares | |
Internet Content & Information Communication Services | $16.7M | 4.94% | -$343.3K Sold | 0.00% 68.7K shares | |
Specialty Retail Consumer Cyclical | $14.7M | 4.35% | -$58.0K Sold | 0.00% 67.0K shares | |
ETF ETF | $14.2M | 4.19% | +$403.1K Bought | — 309.0K shares | |
ETF ETF | $13.9M | 4.11% | +$93.5K Bought | — 174.0K shares | |
ETF ETF | $13.1M | 3.87% | +$306.4K Bought | — 241.5K shares | |
ETF ETF | $12.6M | 3.74% | -$180.7K Sold | — 18.9K shares | |
Insurance - Diversified Financial Services | $12.5M | 3.70% | -$147.8K Sold | 0.00% 24.9K shares | |
Consumer Electronics Technology | $12.1M | 3.59% | -$314.7K Sold | 0.00% 47.7K shares | |
ETF ETF | $10.9M | 3.23% | +$586.8K Bought | — 167.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in HARBOR ADVISORY CORP /MA/'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+12.74% | |
+11.33% | |
+9.89% | |
+7.14% | |
+6.63% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-16.4% | |
-15.78% | |
-8.35% |
Analytics
Portfolio insights and performance metrics for HARBOR ADVISORY CORP /MA/
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