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Harbor Advisors LLC

Q2 2026 · 13F-HR

Harbor Advisors LLCholdings as filed

Filed 2026-07-28 · accession 0001214659-26-009081

$795.1M
Reported value
194
Positions
2026-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
29444U700EQIXEQUINIX INC$249.4M31.4%239,240CommonSOLE
595112103MUMICRON TECHNOLOGY INC$57.7M7.26%50,000CommonSOLE
02079K305GOOGLALPHABET INC$52.0M6.54%145,600CommonSOLE
037833100AAPLAPPLE INC$42.9M5.40%148,400CommonSOLE
023135106AMZNAMAZON COM INC$36.5M4.59%153,200CommonSOLE
67066G104NVDANVIDIA CORPORATION$36.0M4.53%180,000CommonSOLE
136385101CNQCANADIAN NAT RES LTD MED TER$19.7M2.48%499,800CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$16.3M2.05%186,832CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$15.4M1.94%57,000CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$13.4M1.68%26,000CommonSOLE
594918104MSFTMICROSOFT CORP$9.9M1.24%26,500CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$9.8M1.23%41,255CommonSOLE
G0772R208NTBBANK OF N T BUTTERFIELD & SO$8.6M1.08%144,908CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$7.9M0.99%24,148CommonSOLE
30303M102METAMETA PLATFORMS INC$7.8M0.98%13,800CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$7.6M0.96%27,600CommonSOLE
02079K107GOOGALPHABET INC$7.1M0.89%20,000CommonSOLE
69343T107PJTPJT PARTNERS INC$6.3M0.79%41,519CommonSOLE
670346105NUENUCOR CORP$6.2M0.78%27,992CommonSOLE
78409V104SPGIS&P GLOBAL INC$5.6M0.70%13,667CommonSOLE
253868103DLRDIGITAL RLTY TR INC$5.5M0.69%30,552CommonSOLE
29977A105EVREVERCORE INC$5.1M0.64%15,000CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$4.8M0.60%6,250CommonSOLE
09290D101BLKBLACKROCK INC$3.8M0.47%3,924CommonSOLE
931142103WMTWALMART INC$3.7M0.47%33,000CommonSOLE
615369105MCOMOODYS CORP$3.6M0.46%8,000CommonSOLE
872590104TMUST-MOBILE US INC$3.5M0.44%20,650CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$3.4M0.43%10,000CommonSOLE
26875P101EOGEOG RES INC$3.4M0.42%25,900CommonSOLE
441593100HLIHOULIHAN LOKEY INC$3.4M0.42%25,000CommonSOLE
591774104MCBMETROPOLITAN BK HLDG CORP$3.1M0.39%31,500CommonSOLE
369604301GEGE AEROSPACE$2.6M0.33%7,000CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$2.6M0.33%4,500CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$2.6M0.32%10,444CommonSOLE
235851102DHRDANAHER CORP DEL$2.4M0.30%12,505CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$2.4M0.30%20,000CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$2.4M0.30%7,133CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$2.3M0.29%4,000CommonSOLE
30257X104FBKFB FINL CORP$2.3M0.28%40,799CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$2.2M0.27%52,360CommonSOLE
733174700BPOPPOPULAR INC$2.1M0.27%13,000CommonSOLE
166764100CVXCHEVRON CORPORATION$2.1M0.26%12,572CommonSOLE
437076102HDHOME DEPOT INC$1.9M0.24%5,500CommonSOLE
35137L204FOXFOX CORP$1.9M0.24%41,265CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$1.9M0.24%8,375CommonSOLE
294429105EFXEQUIFAX INC$1.9M0.24%12,000CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$1.9M0.24%15,947CommonSOLE
23204G100CUBICUSTOMERS BANCORP INC$1.8M0.23%23,000CommonSOLE
36165L108GDSGDS HLDGS LTD$1.8M0.23%60,000CommonSOLE
G3223R108EGEVEREST GROUP LTD$1.8M0.22%5,000CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$1.7M0.22%3,500CommonSOLE
911363109URIUNITED RENTALS INC$1.7M0.21%1,500CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$1.7M0.21%5,000CommonSOLE
949746101WMT2WELLS FARGO & CO$1.7M0.21%20,000CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$1.6M0.20%18,746CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$1.6M0.20%14,500CommonSOLE
09260D107BXBLACKSTONE INC$1.6M0.20%13,700CommonSOLE
31620R303FNFFIDELITY NATL FINL INC$1.6M0.20%33,409CommonSOLE
532457108LLYELI LILLY & CO$1.6M0.20%1,300CommonSOLE
115236101BROBROWN & BROWN INC$1.5M0.19%24,000CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.5M0.19%3,000CommonSOLE
36828A101GEVGE VERNOVA INC$1.5M0.18%1,250CommonSOLE
126408103CSXCSX CORP$1.4M0.18%30,000CommonSOLE
833445109SNOWSNOWFLAKE INC$1.4M0.18%5,500CommonSOLE
N07059210ASMLASML HLDG NV$1.4M0.18%700CommonSOLE
617446448MSMORGAN STANLEY$1.4M0.17%6,608CommonSOLE
92826C839VVISA INC$1.4M0.17%4,000CommonSOLE
11135F101AVGOBROADCOM INC$1.3M0.17%3,500CommonSOLE
75513E101RTXRTX CORPORATION$1.3M0.16%6,766CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.3M0.16%11,000CommonSOLE
526107107LIILENNOX INTL INC$1.3M0.16%2,200CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC$1.2M0.16%8,744CommonSOLE
957638109WALWESTERN ALLIANCE BANCORP$1.2M0.16%15,000CommonSOLE
00724F101ADBEADOBE INC$1.2M0.15%6,000CommonSOLE
023139884OSGOCTAVE SPECIALTY GROUP INC$1.2M0.15%196,382CommonSOLE
72348N109PNFPPINNACLE FINL PARTNERS INC$1.2M0.15%12,000CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$1.1M0.14%21,455CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$1.1M0.14%11,500CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC D$1.1M0.13%512CommonSOLE
278768106SATSECHOSTAR CORP$1.0M0.13%10,000CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$981,9000.12%30,000CommonSOLE
60786M105MCMOELIS & CO$968,2160.12%14,800CommonSOLE
20825C104COPCONOCOPHILLIPS$963,9170.12%9,272CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$953,5500.12%13,000CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$943,7700.12%3,000CommonSOLE
78440X887SLGSL GREEN RLTY CORP$880,0900.11%17,000CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$863,8200.11%9,000CommonSOLE
464287689IWVISHARES TR$852,8000.11%2,000CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP$846,0000.11%2,500CommonSOLE
G0403H108AONAON PLC$829,2250.10%2,500CommonSOLE
548661107LOWLOWES COS INC$815,8130.10%3,700CommonSOLE
12504L109CBRECBRE GROUP INC$808,1400.10%6,000CommonSOLE
04911A107AUBATLANTIC UN BANKSHARES CORP$788,8280.10%18,644CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$776,5300.10%19,000CommonSOLE
448579102HHYATT HOTELS CORP$775,3600.10%4,000CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$773,0800.10%4,398CommonSOLE
717081103PFEPFIZER INC$769,6450.10%31,962CommonSOLE
58155Q103MCKMCKESSON CORP$755,6000.10%1,000CommonSOLE
22160N109CSGPCOSTAR GROUP INC$752,1790.09%26,560CommonSOLE
85423L103SAROSTANDARDAERO INC$751,4890.09%25,125CommonSOLE
47233W109JEFJEFFERIES FINANCIAL GROUP IN$749,7000.09%15,000CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$748,8500.09%1CommonSOLE
87240R107TFSLTFS FINL CORP$748,8470.09%42,260CommonSOLE
969457100WMBWILLIAMS COS INC$743,4000.09%10,000CommonSOLE
026948109AIIAMERICAN INTEGRITY INS GROUP$719,1550.09%38,192CommonSOLE
172967424CCITIGROUP INC$699,8000.09%5,000CommonSOLE
970646105WLFCWILLIS LEASE FIN CORP$686,4000.09%3,000CommonSOLE
91879Q109MTNVAIL RESORTS INC$680,7500.09%5,000CommonSOLE
025816109AXPAMERICAN EXPRESS CO$676,5000.09%2,000CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$670,7700.08%9,000CommonSOLE
302941109FCNFTI CONSULTING INC$670,5450.08%4,500CommonSOLE
75970E107RNSTRENASANT CORP$666,6440.08%15,671CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$665,0080.08%1,600CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$647,1900.08%1,500CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$621,0970.08%18,674CommonSOLE
N3168P101FERFERROVIAL NV$620,6270.08%9,059CommonSOLE
093712107BEBLOOM ENERGY CORP$605,4000.08%2,000CommonSOLE
718546104PSXPHILLIPS 66$598,6060.08%3,541CommonSOLE
69320M109PCBPCB BANCORP$567,4000.07%20,000CommonSOLE
55354G100MSCIMSCI INC$560,0400.07%1,000CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$557,2080.07%21,732CommonSOLE
929089100VOYAVOYA FINANCIAL INC$543,1800.07%6,000CommonSOLE
580135101MCDMCDONALDS CORP$540,6200.07%2,000CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$526,6240.07%7,298CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$505,6850.06%500CommonSOLE
68389X105ORCLORACLE CORP$498,2700.06%3,400CommonSOLE
410495204HAFCHANMI FINL CORP$486,0000.06%15,000CommonSOLE
89788C104TCNNFTRULIEVE CANNABIS CORP$484,1900.06%42,640CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$477,5700.06%1,000CommonSOLE
15135B101CNCCENTENE CORP DEL$449,3300.06%7,000CommonSOLE
811707801SBCFSEACOAST BKG CORP FLA$441,2940.06%13,272CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$434,3640.05%2,800CommonSOLE
247361702DALDELTA AIR LINES INC$431,0230.05%4,602CommonSOLE
98978V103ZTSZOETIS INC$429,4350.05%5,976CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$428,7530.05%1,300CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$421,5450.05%1,500CommonSOLE
351858105FNVFRANCO NEV CORP$416,8800.05%2,000CommonSOLE
92686J106VKTXVIKING THERAPEUTICS INC$409,6050.05%10,500CommonSOLE
139737100CBNKCAPITAL BANCORP INC MD$404,4770.05%11,517CommonSOLE
88422P109TCBXTHIRD COAST BANCSHARES INC$404,0000.05%10,000CommonSOLE
21873S108CRWVCOREWEAVE INC$398,1600.05%4,000CommonSOLE
30190A104FGF&G ANNUITIES & LIFE INC$379,5720.05%14,275CommonSOLE
92343E102VRSNVERISIGN INC$377,3400.05%1,500CommonSOLE
571903202MARMARRIOTT INTL INC NEW$370,5900.05%1,000CommonSOLE
63945M107NBBKNB BANCORP INC$369,7750.05%17,500CommonSOLE
92338C103VLTOVERALTO CORP$369,5300.05%4,167CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$366,2200.05%2,000CommonSOLE
64110L106NFLXNETFLIX INC.$357,0000.04%5,000CommonSOLE
47215P106JDJD.COM INC$356,7200.04%14,000CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$350,0000.04%40,000CommonSOLE
437872104HTBHOMETRUST BANCSHARES INC$348,9810.04%6,995CommonSOLE
31428X106FDXFEDEX CORP$335,3620.04%1,071CommonSOLE
718968100PXEDPHOENIX ED PARTNERS INC$328,5000.04%10,000CommonSOLE
366651107ITGARTNER INC$324,0500.04%2,500CommonSOLE
49177J102KVUEKENVUE INC$323,9340.04%16,951CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$314,4500.04%5,000CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$309,9500.04%1,000CommonSOLE
447011107HUNHUNTSMAN CORP$309,5310.04%29,146CommonSOLE
01446U103ALRSALERUS FINL CORP$306,8640.04%9,867CommonSOLE
431284108HIWHIGHWOODS PPTYS INC$301,6000.04%10,000CommonSOLE
680033107ONBOLD NATL BANCORP IND$299,1450.04%11,550CommonSOLE
81762P102NOWSERVICENOW INC$297,8400.04%3,000CommonSOLE
761152107RMDRESMED INC$292,3200.04%1,500CommonSOLE
471024109JANJANUS LIVING INC$287,4000.04%10,000CommonSOLE
63942X106NVTSNAVITAS SEMICONDUCTOR CORP$268,8000.03%15,000CommonSOLE
558868105MDGLMADRIGAL PHARMACEUTICALS INC$268,4750.03%500CommonSOLE
893641100TDGTRANSDIGM GROUP INC$266,4080.03%200CommonSOLE
457030104IMKTAINGLES MKTS INC$265,7400.03%3,000CommonSOLE
35953C106FIPFTAI INFRASTRUCTURE INC$255,2000.03%55,000CommonSOLE
380237107GDDYGODADDY INC$254,6400.03%3,000CommonSOLE
375558103GILDGILEAD SCIENCES INC$252,6800.03%2,000CommonSOLE
44326H107HYNEHOYNE BANCORP INC$251,1000.03%15,000CommonSOLE
35137L105FOXAFOX CORP$248,5950.03%4,766CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$245,8720.03%5,315CommonSOLE
17253J106CIFRCIPHER DIGITAL INC$245,0000.03%10,000CommonSOLE
464286400EWZISHARES INC$241,5000.03%7,000CommonSOLE
79466L302CRMSALESFORCE INC$234,9900.03%1,500CommonSOLE
92333F101VGVENTURE GLOBAL INC$222,6000.03%20,000CommonSOLE
12572Q105CMECME GROUP INC$220,8300.03%1,000CommonSOLE
911312106UPSUNITED PARCEL SVCS INC$215,0000.03%2,000CommonSOLE
680665205OLNOLIN CORP$198,2000.02%10,000CommonSOLE
G6951A122PTACUPATRIOT ACQUISITION CORP$190,4990.02%19,069CommonSOLE
296013105EROCEROCK INC$168,2000.02%11,600CommonSOLE
G11448100BTDRBITDEER TECHNOLOGIES GROUP$158,7000.02%10,000CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$157,2000.02%10,000CommonSOLE
088929104BGCBGC GROUP INC$106,9000.01%10,000CommonSOLE
67079K100SMRNUSCALE PWR CORP$100,3000.01%10,000CommonSOLE
585464100MLCOMELCO RESORTS AND ENTMNT LTD$92,2250.01%17,500CommonSOLE
314911108FRMIFERMI INC$91,6000.01%10,000CommonSOLE
095825105BRBSBLUE RIDGE BANKSHARES INC VA$74,4160.01%21,081CommonSOLE
40049J206TVGRUPO TELEVISA S A B$66,7420.01%24,628CommonSOLE
42806J700HTZHERTZ GLOBAL HLDGS INC$59,9480.01%26,467CommonSOLE
03589W102ANNXANNEXON INC$57,1000.01%10,000CommonSOLE
071734107BHCBAUSCH HEALTH COS INC$49,3000.01%10,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.