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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 27 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 HPI HANCOCK JOHN PFD INCOME FD SH BEN INT Financial Services 5,175.0 $90K 0.01% NEW $17.35 -6.3%
522 HUBS HUBSPOT INC COM Technology 89,546.0 $90K 0.01% NEW $1.00 +19780.0%
523 GSHD GOOSEHEAD INS INC COM CL A Financial Services 1,196.0 $89K 0.01% NEW $74.42 -52.7%
524 D DOMINION ENERGY INC COM Utilities 1,455.0 $89K 0.01% NEW $61.17 +10.2%
525 EQT EQT CORP COM Energy 1,632.0 $89K 0.01% NEW $54.43 +1.7%
526 BTC GRAYSCALE BITCOIN MINI TRUST ETF Financial Services 1,750.0 $89K 0.01% NEW $50.63 -36.0%
527 FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF 3,360.0 $88K 0.01% NEW $26.30 +18.0%
528 PTY PIMCO CORPORATE & INCOME OPPOR COM Financial Services 6,109.0 $88K 0.01% NEW $14.44 -17.9%
529 DD DUPONT DE NEMOURS INC COM Basic Materials 1,122.0 $87K 0.01% NEW $77.90 -38.7%
530 BND VANGUARD TOTAL BOND MARKET ETF 1,171.0 $87K 0.01% NEW $74.37 -1.3%
531 SPSC SPS COMM INC COM Technology 831.0 $87K 0.01% NEW $104.14 -48.6%
532 VUSB VANGUARD ULTRA-SHORT BOND ETF 1,713.0 $86K 0.01% NEW $49.99 -0.4%
533 MORN MORNINGSTAR INC COM Financial Services 367.0 $85K 0.01% NEW $232.01 -22.4%
534 ARGX ARGENX SE SPONSORED ADR Healthcare 115.0 $85K 0.01% NEW $737.56 +13.7%
535 TYL TYLER TECHNOLOGIES INC COM Technology 162.0 $85K 0.01% NEW $523.16 -42.2%
536 STZ CONSTELLATION BRANDS INC CL A Consumer Defensive 626.0 $84K 0.01% NEW $134.77 +5.5%
537 BR BROADRIDGE FINL SOLUTIONS INC COM Technology 352.0 $84K 0.01% NEW $238.17 -37.1%
538 AIT APPLIED INDL TECHNOLOGIES INC COM Industrials 321.0 $84K 0.01% NEW $261.05 +18.2%
539 JPMORGAN ULTRA-SHORT INCOME ETF 1,649.0 $84K 0.01% NEW $50.73
540 EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 977.0 $83K 0.01% NEW $84.83 +7.1%
Page 27 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%