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Portfolio (Quarterly) Guide ↗

HARBOR INVESTMENT ADVISORY, LLC

· CIK 0001468792
13F Portfolio $1.3B AUM 1,230 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 110 New 405 Added 189 Reduced 58 Exited
Page 2 of 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 GAP GAP INC COM Consumer Cyclical 742 $16K 0.00% SOLD
22 EWG ISHARES MSCI GERMANY ETF 329 $14K 0.00% SOLD
23 LAZ LAZARD INC COM Financial Services 250 $13K 0.00% SOLD
24 ARKG ARK GENOMIC REVOLUTION ETF 460 $13K 0.00% SOLD
25 EUFN ISHARES MSCI EUROPE FINANCIALS ETF 331 $11K 0.00% SOLD
26 FLUTTER ENTMT PLC SHS 40 $10K 0.00% SOLD
27 AESI ATLAS ENERGY SOLUTIONS INC COM NEW Energy 850 $10K 0.00% SOLD
28 VICI VICI PPTYS INC COM Real Estate 262 $9K 0.00% SOLD
29 CCL CARNIVAL CORP PAIRED CTF Consumer Cyclical 284 $8K 0.00% SOLD
30 RKT ROCKET COS INC COM CL A Financial Services 396 $8K 0.00% SOLD
31 SIX FLAGS ENTERTAINMENT CORP COM 300 $7K 0.00% SOLD
32 CIVEO CORP CDA COM NEW 291 $7K 0.00% SOLD
33 HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 80 $6K 0.00% SOLD
34 SFM SPROUTS FMRS MKT INC COM Consumer Defensive 57 $6K 0.00% SOLD
35 KELLANOVA COM 75 $6K 0.00% SOLD
36 WHR WHIRLPOOL CORP COM Consumer Cyclical 68 $5K SOLD
37 SWKS SKYWORKS SOLUTIONS INC COM Technology 66 $5K SOLD
38 SMCI SUPER MICRO COMPUTER INC COM NEW Technology 94 $5K SOLD
39 NEUEHEALTH INC COM NEW 645 $4K SOLD
40 DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND 31 $4K SOLD
Page 2 of 3  ·  58 positions
Sector Allocation
Consumer Cyclical 29.3%
Technology 24.0%
Financial Services 16.8%
Communication Services 10.5%
Healthcare 7.0%
Industrials 4.3%
Consumer Defensive 2.5%
Energy 1.9%
Utilities 1.4%
Real Estate 1.2%