SOXX ISHARES TR SEMICONDUCTOR

Ownership history in HARBOR ADVISORY CORP /MA/  ·  15 quarters on record

AI Ownership Summary

HARBOR ADVISORY CORP /MA/ reported ISHARES TR SEMICONDUCTOR (SOXX) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.13% in 2025 Q4. The latest visible filing shows SOXX at 3.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SOXX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HARBOR ADVISORY CORP /MA/'s position in ISHARES TR SEMICONDUCTOR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SOXX was reported at 3.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.13% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HARBOR ADVISORY CORP /MA/ held SOXX — position size vs. price
% of Fund (quarterly)    SOXX price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 34,345 -2,527 -6.9% 3.13% $10.3M 2026-02-14 (Est.) $354.44
2025 Q3 REDUCED 36,872 -168 -0.5% 2.96% $10.0M 2025-11-12 $299.05
2025 Q2 ADDED 37,040 +19,197 +107.6% 2.82% $8.8M 2025-08-12 $249.12
2025 Q1 ADDED 17,843 +885 +5.2% 1.13% $3.4M 2025-05-13 $212.40
2024 Q4 REDUCED 16,958 -147 -0.9% 1.20% $3.7M 2025-01-29 $212.75
2024 Q3 UNCHANGED 17,105 0% 1.29% $3.9M 2024-10-21 $226.83
2024 Q2 REDUCED 17,105 -40 -0.2% 1.46% $4.2M 2024-07-25 $221.95
2024 Q1 ADDED 17,145 +11,341 +195.4% 1.32% $3.9M 2024-04-29 $215.74
2023 Q4 REDUCED 5,804 -283 -4.6% 1.20% $3.3M 2024-02-05 $198.75
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About HARBOR ADVISORY CORP /MA/ and SOXX

These are the practical questions this page is built to answer before you even open the full history table.

How long has HARBOR ADVISORY CORP /MA/ reported owning SOXX?

HARBOR ADVISORY CORP /MA/ reported SOXX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SOXX position in HARBOR ADVISORY CORP /MA/'s portfolio?

The largest reported portfolio weight for SOXX was 3.13% in 2025 Q4.

What is the latest reported SOXX position on this page?

The most recent filing on this page is 2025 Q4, when HARBOR ADVISORY CORP /MA/ reported 34,345 shares, equal to 3.13% of portfolio, with an estimated market value of $10.3M.

What does the chart on this SOXX ownership page compare?

The chart compares HARBOR ADVISORY CORP /MA/'s quarterly SOXX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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