Harbor Funds, an funding administration firm, launched its Q3 2025 investor letter for “Harbor Mid Cap Fund”. A replica of the letter may be downloaded right here. The Harbor Mid Cap Fund primarily focuses on investing in fairness securities, concentrating on widespread and most popular shares of mid-sized U.S. corporations. International equities rebounded strongly within the third quarter, fueled by inflation easing, resilient financial information, and among the most disruptive commerce measures have been eased or postponed. The fund returned 4.19% within the quarter, trailing the 8.53% return for the Midcap Index as a result of momentum buying and selling. As well as, please examine the fund’s high 5 holdings to know its finest picks in 2025.
In its third-quarter 2025 investor letter, Harbor Mid Cap Fund highlighted shares reminiscent of Arrow Electronics, Inc. (NYSE:ARW). Arrow Electronics, Inc. (NYSE:ARW) gives merchandise, companies, and options to industrial and industrial customers of digital elements and enterprise computing options. The one-month return of Arrow Electronics, Inc. (NYSE:ARW) was 4.28%, and its shares misplaced 2.55% of their worth over the past 52 weeks. On December 24, 2025, Arrow Electronics, Inc. (NYSE:ARW) inventory closed at $112.52 per share, with a market capitalization of $5.796 billion.
Harbor Mid Cap Fund said the next relating to Arrow Electronics, Inc. (NYSE:ARW) in its third quarter 2025 investor letter:
“Arrow Electronics, Inc. (NYSE:ARW) additionally contributed. Arrow is a worldwide chief in digital elements and enterprise computing options, serving a variety of industries, together with automotive, aerospace, and know-how. Shares superior 22.72% throughout the quarter, following better-than-expected earnings and improved margin efficiency, led by proactive administration initiatives, together with an enchancment in working capital use, producing sturdy working money and dealing to decrease the corporate’s debt. For the interval, the corporate reported income of $6.8 billion, modestly exceeding consensus estimates, whereas earnings per share surpassed expectations, pushed by efficient price administration and power in its elements section. Administration highlighted strategic efforts to streamline operations and optimize stock, positioning the corporate to profit as finish markets get better. Arrow’s broad buyer base and publicity to important know-how provide chains offered resilience in a unstable market. With its international scale, numerous product portfolio, and emphasis on operational effectivity, Arrow stays well-positioned to ship long-term shareholder worth.”
