Harbour Capital Advisors, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

Introduction:

Harbour Capital Advisors, LLC has recently released its 13F holdings for Q2 2023 and Q3 2023. These filings provide valuable insights into the changes in holdings and investment strategies of the firm. In this article, we will analyze the top holdings and highlight the significant changes in the portfolio.

Apple Inc: Steady Growth

Apple Inc, a technology giant, maintained a stable position in the Harbour Capital Advisors' portfolio. The Q2 2023 and Q3 2023 filings show a marginal increase in the number of shares, from 71,505 to 71,705. However, the value of their Apple holdings experienced a decline of 10.8% from $13,761,000 to $12,276,000. This downturn might be attributed to various market factors, including fluctuations in stock prices and investor sentiment towards the company.

Microsoft Corp: Slight Increase in Shares

Microsoft Corp, another prominent tech company, witnessed a mild increase in shareholdings. The Q2 2023 and Q3 2023 filings indicate a rise from 33,515 to 33,655 shares. However, the value of their Microsoft holdings saw a decline of 6.2% from $11,327,000 to $10,626,000. This shift suggests that while Harbour Capital Advisors increased their stake in Microsoft, the overall performance of the stock may have impacted the value of their investment.

Eli Lilly & Co: Positive Growth

Eli Lilly & Co, known for its pharmaceutical innovations, experienced a positive growth trajectory in terms of both shares and value. The filings demonstrate an increase in the number of shares held, from 18,666 to 18,857. Moreover, the value of their holdings rose significantly by 17.6% from $8,612,000 to $10,128,000. This upward trend showcases the potential confidence Harbour Capital Advisors has in the pharmaceutical company.

Amazon.com Inc: Steady Support

Amazon.com Inc, an e-commerce behemoth, remained relatively stable in the portfolio. The filings show a modest increase in the number of shares held, from 63,799 to 67,806. The value of their holdings also experienced a slight rise by 3.8% from $8,307,000 to $8,619,000. This consistent support suggests that Harbour Capital Advisors sees long-term potential in the company's growth prospects.

JPMorgan Chase & Co: Minimal Change

JPMorgan Chase & Co, a leading financial institution, underwent minimal changes in terms of both shares and value. The filings indicate a marginal increase in the number of shares held, from 48,248 to 48,338. Furthermore, the value of their holdings decreased slightly by 0.9% from $7,073,000 to $7,009,000. These subtle adjustments suggest that Harbour Capital Advisors maintains a stable position in the financial sector.

Conclusion:

The recent 13F filings of Harbour Capital Advisors, LLC reveal interesting dynamics in their portfolio. While some holdings experienced steady growth, others saw marginal fluctuations. It is important to note that these changes can be influenced by various factors such as market conditions, stock performance, and investment strategies. By analyzing these holdings, investors can gain valuable insights into the investment decisions made by large firms like Harbour Capital Advisors. However, it is crucial to conduct further research and analysis before making any investment decisions based on this information.