Harbor Human Capital Factor US Large Cap ETF Q2 2026 Commentary

During the second quarter of 2026, markets rebounded from the first quarter's weakness amid easing geopolitical tensions, resilient corporate earnings, and improving investor sentiment. During the second quarter, the Harbor Human Capital Factor US Large Cap ETF returned 11.82%. The top contributors were Marvell Technology, KLA, Cisco Systems, Lam Research, and lack of exposure to Exxon Mobil, which contributed as oil prices declined during the period.