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Portfolio (Quarterly) Guide ↗

HARBOR INVESTMENT ADVISORY, LLC

· CIK 0001468792
13F Portfolio $1.2B AUM Filed Oct 27, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1178 New
Page 25 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 RBLX ROBLOX CORP CL A Technology 776.0 $107K 0.01% NEW $138.52 -66.1%
482 BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 2,005.0 $107K 0.01% NEW $53.24 -1.8%
483 COP CONOCOPHILLIPS COM Energy 1,125.0 $106K 0.01% NEW $94.59 +21.6%
484 LIN LINDE PLC SHS Basic Materials 223.0 $106K 0.01% NEW $475.00 +5.3%
485 INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR SEPTEMBER 3,998.0 $106K 0.01% NEW $26.49
486 XOP SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 800.0 $106K 0.01% NEW $132.20 +24.8%
487 GXC SPDR S&P CHINA ETF 1,000.0 $105K 0.01% NEW $104.97 -12.1%
488 INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR FEBRUARY 4,190.0 $105K 0.01% NEW $24.96
489 MUSA MURPHY USA INC COM Consumer Cyclical 269.0 $104K 0.01% NEW $388.26 +32.0%
490 VST VISTRA CORP COM Utilities 533.0 $104K 0.01% NEW $195.92 -18.0%
491 WRB BERKLEY W R CORP COM Financial Services 1,350.0 $103K 0.01% NEW $76.62 -15.8%
492 IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 2,208.0 $103K 0.01% NEW $46.71 -1.2%
493 AOA ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF 1,160.0 $102K 0.01% NEW $88.12 +11.1%
494 DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 2,637.0 $102K 0.01% NEW $38.57 +14.4%
495 MP MP MATERIALS CORP COM CL A Basic Materials 1,510.0 $101K 0.01% NEW $67.07 +0.6%
496 OCTH INNOVATOR PREMIUM INCOME 20 BARRIER ETF - OCTOBER 4,210.0 $101K 0.01% NEW $24.05 +0.9%
497 IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 2,050.0 $101K 0.01% NEW $49.39 +2.3%
498 AME AMETEK INC COM Industrials 534.0 $100K 0.01% NEW $188.00 +19.6%
499 RBIL F/M ULTRASHORT TREASURY INFLATION-PROTECTED SECURITY (TIPS) ETF 1,993.0 $100K 0.01% NEW $50.06 -0.1%
500 KNCT INVESCO NEXT GEN CONNECTIVITY ETF 780.0 $99K 0.01% NEW $126.91 +62.0%
Page 25 of 59  ·  1,178 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 28.5%
Technology 25.0%
Financial Services 17.1%
Communication Services 9.6%
Healthcare 6.9%
Industrials 4.2%
Consumer Defensive 2.6%
Energy 2.1%
Real Estate 1.8%
Utilities 1.1%