Harbor Asset Planning, Inc. has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists the firm's address as 80 Munroe St, Belmont, MA 02478, and identifies Ellen Ginsberg as the President of the firm.
The portfolio consists of a diverse mix of individual equities and exchange-traded funds (ETFs). Notable individual stock positions include Visa Inc., Procter & Gamble Co., Oracle Corp., and Caterpillar Inc. The firm also holds significant stakes in various sector-specific ETFs, including the State Street S&P Industrial Select Sector SPDR ETF, the State Street S&P Utilities Select Sector SPDR ETF, and the Global X Artificial Intelligence ETF.
The filing details specific share counts for these holdings. For example, the firm reports holding 750 shares of Oracle Corp. and 1,130 shares of the State Street S&P Industrial Select Sector SPDR ETF. Other disclosed positions include shares of Ryder System Inc., Tower Semiconductor Ltd., and Xcel Energy Inc.
The report indicates that all holdings are managed solely by the firm, with no shared investment discretion noted in the provided data.
