Good Harbor Advisors Increases Portfolio Holdings in Q2 2026

As of June 30th, 2026, Good Harbor Advisors Inc. maintained a substantial portfolio value of $100,795,778 across its holdings.

The investment firm demonstrated active buying during the quarter by establishing new positions in several trusts and ETFs. Notably, Good Harbor Advisors Inc initiated a position in SCHY (Schwab Strategic Trust) with an unprecedented 100% increase in shares from the previous quarter.

In the Consumer Defensive sector, Clorox Co Del saw its stake grow by a significant 143.58%, and the firm added a new position to Hershey Co, allocating just under $0.4 million or 0.41% of the portfolio.

Healthcare allocations also increased, with Good Harbor Advisors adding positions in MRK (Merck & Co Inc) and CI (The Cigna Group). The stake in Merck increased by 213.19%, while the position in Cigna was newly established.

Additionally, the firm significantly bolstered its holdings in Vanguard Index Funds (VO) and SPDR ETFs (SDY), with VO experiencing a massive 295.82% increase in shares during Q2.

For existing positions, Good Harbor Advisors continued to favor certain trusts, increasing stakes in VTIP (Vanguard Malvern Fund) by approximately 5.94%, VRP (InvESCO ETF) by about 3.79%, and DEM (WisdomTree TR) by roughly 10.6%.

Conversely, the firm slightly trimmed its exposure in some areas during Q2. Holdings in VXUS (Vanguard STAR Fund) decreased by about 0.75%, and Vanguard BD Index Shares (BSV) saw a small reduction of approximately 6.78%.

Overall, Good Harbor Advisors Inc.'s portfolio held 85 positions this quarter, with its top five holdings accounting for roughly 28.4% of the total value, slightly below the previous threshold of 30%. The firm's strategy appears focused on selective growth in specific trusts and ETFs while maintaining a diversified approach across various sectors.