Harbor Capital Advisors, Inc.
Harbor Capital Advisors, Inc. is an investment management firm headquartered in Chicago, IL. Founded in 1983, it operates as an SEC-registered investment adviser and offers a range of mutual funds and investment solutions to institutional investors, financial advisors, and individual clients. The firm focuses on delivering active and quantitative strategies, with expertise in equity, fixed income, and multi-asset solutions. Harbor Capital serves clients seeking diversified and risk-managed investment options.
Investment Strategy
Harbor Capital Advisors employs a mix of active, quantitative, and fundamental investment strategies designed to provide long-term capital appreciation and risk management for clients. The firm partners with external managers and internal teams to construct portfolios across asset classes, including equities, fixed income, and alternative investments, emphasizing disciplined research, stewardship, and client-focused solutions.
Top Holdings
Equity Positions (1,308)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | iShares Core S&P 500 ETF | 3.82% | $49.1M | 73,431 | $585.37 | $669.30 | +$734.0K |
E EEM | iShares MSCI Emerging Markets | 2.99% | $38.4M | 719,643 | $51.67 | $53.40 | +$32.3M |
E EFA | iShares MSCI EAFE ETF | 2.20% | $28.3M | 302,840 | $92.54 | $93.37 | +$26.4M |
N NVDA | NVIDIA Corp | 2.12% | $27.2M | 145,912 | $33.43 | $186.58 | +$4.7M |
G GOOGL | Alphabet Inc | 2.06% | $26.5M | 109,169 | $129.44 | $243.10 | +$7.9M |
Industry Allocation
Investment Team (20)
| Name | Role | Location | |
|---|---|---|---|
C Chase Bower | Senior Vice President | Malvern, PA , United States | |
 | Managing Director | Elmhurst, IL , United States | |
 | Vice President, Business Development Manager | Chicago, IL , United States | |
S Spenser Lerner | Managing Director, Head of Multi Asset Solutions | New York, NY , United States | |
 | Managing Director | New York, NY , United States | |
A Andrew Akwaah | Security Analyst | Chicago, IL , United States | |
B Bryan Sullivan | Senior Vice President, Regional Investment Consultant, Harbor Funds Distribution, Inc | Philadelphia, PA , United States | |
C Charlie Griffin | Business Development Analyst | Chicago, IL , United States | |
D Dajon Johnson | Business Development Analyst | Richmond, VA , United States | |
D Dale Korman | Senior Vice President | Atlanta, GA , United States |