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Portfolio (Quarterly) Guide ↗

HARBOR INVESTMENT ADVISORY, LLC

· CIK 0001468792
13F Portfolio $1.4B AUM 1,315 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 241 New 278 Added 433 Reduced 154 Exited
Page 5 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Technology 1,699.0 $1.6M 0.11% +1K +421.2% $965.00 -11.9%
82 IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF 74,273.0 $1.6M 0.11% +40K +114.5% $21.80 -0.9%
83 PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 27,368.0 $1.6M 0.11% +2K +6.2% $58.92 -4.3%
84 IYW ISHARES U.S. TECHNOLOGY ETF 5,898.0 $1.5M 0.10% +168.0 +2.9% $252.23 -2.0%
85 RRC RANGE RES CORP COM Energy 38,606.0 $1.4M 0.10% +318.0 +0.8% $37.19 +10.4%
86 JIRE JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF 15,909.0 $1.3M 0.09% +16K +5602.1% $82.49 +3.4%
87 MRVL MARVELL TECHNOLOGY INC COM Technology 4,363.0 $1.3M 0.09% +4K +752.1% $297.89 -20.4%
88 DUK DUKE ENERGY CORP NEW COM NEW Utilities 10,195.0 $1.3M 0.09% +3K +33.8% $126.58 -5.3%
89 STE STERIS PLC SHS USD Healthcare 6,092.0 $1.3M 0.09% +6K +5339.3% $210.57 +13.0%
90 SLB SLB LIMITED COM STK Energy 26,800.0 $1.2M 0.09% +25K +1615.8% $46.49 +15.9%
91 DGRS WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND 20,300.0 $1.2M 0.08% +9K +76.5% $59.35 +1.4%
92 NTRA NATERA INC COM Healthcare 4,389.0 $1.2M 0.08% +2K +118.0% $271.45 +22.3%
93 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 13,852.0 $1.2M 0.08% +4K +38.6% $85.49 +2.6%
94 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 5,259.0 $1.2M 0.08% +867.0 +19.7% $223.96 +25.4%
95 CMG CHIPOTLE MEXICAN GRILL INC COM Consumer Cyclical 33,664.0 $1.1M 0.08% +1K +3.7% $34.00 +8.5%
96 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 9,144.0 $1.1M 0.08% +3K +41.9% $124.44 +48.9%
97 MS MORGAN STANLEY COM NEW Financial Services 5,351.0 $1.1M 0.08% +307.0 +6.1% $209.02 +2.5%
98 WFC WELLS FARGO & CO COM Financial Services 13,037.0 $1.1M 0.07% +288.0 +2.3% $82.64 +1.4%
99 ARGX ARGENX SE SPONSORED ADR Healthcare 1,157.0 $1.1M 0.07% +1K +783.2% $927.77 +12.1%
100 QUAL ISHARES MSCI USA QUALITY FACTOR ETF 4,887.0 $1.1M 0.07% +2K +49.1% $219.43 +1.7%
Page 5 of 14  ·  278 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 31.1%
Technology 24.4%
Financial Services 15.7%
Communication Services 8.1%
Healthcare 7.4%
Industrials 4.8%
Consumer Defensive 2.6%
Energy 1.7%
Basic Materials 1.6%
Utilities 1.4%