HIA
ARCC icon

Harbor Investment Advisory’s Ares Capital ARCC Stock Holding History

Harbor Investment Advisory’s Portfolio ARCC Stock Details ARCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.89K Hold
210
– – ﹤0.01% 1154
2026
Q1 		$3.78K Hold
210
– – ﹤0.01% 1054
2025
Q4 		$4.25K Hold
210
– – ﹤0.01% 1076
2025
Q3 		$4.29K Hold
210
– – ﹤0.01% 1025
2025
Q2 		$4.61K Hold
210
– – ﹤0.01% 1004
2025
Q1 		$4.65K Buy
+210
New +$4.77K ﹤0.01% 986

Other funds holding ARCC

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

Harbor Investment Advisory's ARCC Position: Q2 2026 in Review

Harbor Investment Advisory held its Ares Capital (ARCC) position steady in Q2 2026 at 210 shares worth $3.89K. The position accounts for ﹤0.01% of the portfolio, ranked #1154.

Harbor Investment Advisory first reported a position in ARCC in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.65K in Q1 2025. 270 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Harbor Investment Advisory held 210 shares of Ares Capital worth $3.89K as of Q2 2026.
  • Harbor Investment Advisory left its Ares Capital share count unchanged in Q2 2026.
  • Ares Capital made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #1154 holding.
  • Harbor Investment Advisory first reported a position in Ares Capital in Q1 2025 and has held it in 6 quarters since.
  • Harbor Investment Advisory's Ares Capital position peaked at $4.65K in Q1 2025.
  • 270 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.