Harbour Investment Management Llc Portfolio Shifts: Q2 2026 Focus on Growth ETFs

Harbour Investment Management Llc has made notable adjustments to its investment strategy during the second quarter of 2026. The fund's portfolio allocation saw significant shifts, reflecting both strategic purchases and sales across various sectors.

Prominent Purchases: Harbour demonstrated a strong focus on adding exposure to Exchange-Traded Funds (ETFs) this quarter. A particularly noteworthy addition was the Vanguard Index Fund ETFs (VUG), which experienced an unprecedented +500% increase in its portfolio allocation percentage, jumping from virtually zero to 0.16%. This suggests a significant new purchase or a very large initial investment shortly before the quarter began.

Alongside this dramatic move into VUG, Harbour also initiated a position in ISHares Trust Fund (IVW), acquiring shares worth 0.11% of the total portfolio allocation at quarter-end.

Furthermore, there was substantial buying activity into JPMorgan Exchange-Traded Funds. The fund increased its position in J P MORGAN EXCHANGE TRADED F (JPST) by 14.58%, adding shares worth approximately $249,700 to the portfolio.

Harbour also significantly boosted its holdings in J P MORGAN EXCHANGE TRADED F (JMST), increasing allocation by a hefty 16.92% through share purchases valued at around $186,600.

Strategic Sales: On the other side of its investment activity, Harbour reduced exposure in several areas during Q2 2026.

The most significant reduction occurred with INTEL CORP (INTC), where the fund decreased its allocation by a substantial -27.58%, shedding shares worth approximately $2,770,228.

Additionally, Harbour sold shares of NORFOLK SOUTHN CORP (NSC), resulting in a -65.33% change in allocation and reducing the position value by about $294,142.

The fund also trimmed its holdings of VANGUARD BD INDEX FDS (VUSB) slightly (-1.2%), sold shares in KENVUE INC (KVUE) (-4.89%), and reduced its stake in AMAZON COM INC (AMZN) by -4.28%.

In Summary: Overall, Harbour Investment Management Llc's portfolio during Q2 2026 was characterized by a significant tilt towards Exchange-Traded Funds and specific equity holdings like Costco Wholesale Corporation and Alphabet Inc (GOOG). The quarter saw major new purchases in VUG and IVW, alongside substantial additions to JPST and JMST. Conversely, the fund sold off considerable portions of its Intel Corp position and reduced stakes in Amazon.com Inc, Norfolk Southern Corp, and Kenvue Inc.