HARBOR CAPITAL ADVISORS, INC. SXI STANDEX INTERNATIONAL CORP

Ownership history in HARBOR CAPITAL ADVISORS, INC.  ·  10 quarters on record

AI Ownership Summary

HARBOR CAPITAL ADVISORS, INC. reported STANDEX INTERNATIONAL CORP (SXI) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.09% in 2024 Q4. The latest visible filing shows SXI at 0.06% 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 SXI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HARBOR CAPITAL ADVISORS, INC.'s position in STANDEX INTERNATIONAL CORP, 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
2026 Q1

SXI was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2024 Q4

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

Time in book
Holding Window
2024 Q1 to 2026 Q1

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 CAPITAL ADVISORS, INC. held SXI — position size vs. price
% of Fund (quarterly)    SXI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 3,069 +927 +43.3% 0.06% $782 2026-04-28 $268.80
2025 Q4 REDUCED 2,142 -100 -4.5% 0.04% $465K 2026-01-20 $242.30
2025 Q3 REDUCED 81.2% +7.1% 2,242 -9,657 -81.2% 0.04% $475K 2025-10-15 $232.96
2025 Q2 ADDED 11,899 +35 +0.3% 0.08% $1.9M 2025-07-09 $166.39
2025 Q1 ADDED 11,864 +623 +5.5% 0.09% $1.9M 2025-04-14 $141.72
2024 Q4 ADDED 11,241 +14 +0.1% 0.09% $2.1M 2025-01-10 $175.78
2024 Q3 ADDED 11,227 +5,994 +114.5% 0.09% $2.1M 2024-10-29 $179.95
2024 Q2 ADDED 5,233 +3,900 +292.6% 0.06% $843K 2024-07-09 $159.73
2024 Q1 ADDED 1,333 +1,181 +777.0% 0.03% $243K 2024-05-13 $172.82
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About HARBOR CAPITAL ADVISORS, INC. and SXI

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

How long has HARBOR CAPITAL ADVISORS, INC. reported owning SXI?

HARBOR CAPITAL ADVISORS, INC. reported SXI across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported SXI position in HARBOR CAPITAL ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for SXI was 0.09% in 2024 Q4.

What is the latest reported SXI position on this page?

The most recent filing on this page is 2026 Q1, when HARBOR CAPITAL ADVISORS, INC. reported 3,069 shares, equal to 0.06% of portfolio, with an estimated market value of $782.

What does the chart on this SXI ownership page compare?

The chart compares HARBOR CAPITAL ADVISORS, INC.'s quarterly SXI 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.

How well did HARBOR CAPITAL ADVISORS, INC. time their SXI position?

Based on 13F filing dates vs. subsequent SXI price moves, HARBOR CAPITAL ADVISORS, INC. correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on SXI relative to SPY over the holding period was +5.5%.

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