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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 10 of 13  ·  241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CLSK CLEANSPARK INC COM NEW Technology 1,000.0 $15K 0.00% NEW $14.55 -17.7%
182 IALT ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF 452.0 $13K 0.00% NEW $28.05 +3.3%
183 BSMV INVESCO BULLETSHARES 2031 MUNICIPAL BOND ETF 570.0 $12K 0.00% NEW $20.98 -0.9%
184 JCPB JPMORGAN CORE PLUS BOND ETF 244.0 $11K 0.00% NEW $46.94 -1.7%
185 VSNT VERSANT MEDIA GROUP INC COM CL A Industrials 307.0 $11K 0.00% NEW $36.01 +7.6%
186 AMLP ALERIAN MLP ETF 200.0 $10K 0.00% NEW $51.85 +5.6%
187 SBSW SIBANYE STILLWATER LTD SPONSORED ADR Basic Materials 1,000.0 $8K 0.00% NEW $8.49 +48.2%
188 SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF 160.0 $8K 0.00% NEW $51.78 +1.2%
189 GGOV ISHARES GLOBAL GOVERNMENT BOND USD HEDGED ACTIVE ETF 164.0 $8K 0.00% NEW $50.29 -0.2%
190 JFLI JPMORGAN FLEXIBLE INCOME ETF 138.0 $8K 0.00% NEW $54.43 -0.3%
191 AVDS AVANTIS INTERNATIONAL SMALL CAP EQUITY ETF 96.0 $7K 0.00% NEW $75.26 +6.9%
192 HYDB ISHARES HIGH YIELD SYSTEMATIC BOND ETF 148.0 $7K NEW $46.77 -0.5%
193 VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 69.0 $7K NEW $98.20 +7.2%
194 AMCOR PLC COM NEW 156.0 $7K NEW $43.35
195 KOID KRANESHARES GLOBAL HUMANOID ROBOTICS AND PHYSICAL AI INDEX ETF 150.0 $6K NEW $41.22 -10.5%
196 HYGV FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND 138.0 $6K NEW $40.26 -0.3%
197 VENTURE GLOBAL INC COM CL A 473.0 $5K NEW $11.13
198 HDEF XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF 151.0 $5K NEW $32.14 +6.8%
199 APLD APPLIED DIGITAL CORP COM NEW Technology 100.0 $4K NEW $37.30 -27.1%
200 JPIE JPMORGAN INCOME ETF 78.0 $4K NEW $46.05 -0.4%
Page 10 of 13  ·  241 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%