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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 31 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 RGLD ROYAL GOLD INC COM Basic Materials 300.0 $60K 0.01% NEW $200.58 +11.0%
602 PLOW DOUGLAS DYNAMICS INC COM Consumer Cyclical 1,922.0 $60K 0.01% NEW $31.26 +42.0%
603 BROS DUTCH BROS INC CL A Consumer Cyclical 1,146.0 $60K 0.01% NEW $52.34 +10.4%
604 LAFFER TENGLER EQUITY INCOME ETF 1,680.0 $60K 0.01% NEW $35.52
605 FNF FIDELITY NATIONAL FINANCIAL IN COM SHS Financial Services 973.0 $59K 0.01% NEW $60.49 -21.4%
606 EXPE EXPEDIA GROUP INC COM NEW Consumer Cyclical 275.0 $59K 0.01% NEW $213.75 +5.8%
607 ISHARES IBONDS DEC 2025 TERM TREASURY ETF 2,500.0 $58K 0.01% NEW $23.37
608 A AGILENT TECHNOLOGIES INC COM Healthcare 455.0 $58K 0.01% NEW $128.35 +5.0%
609 GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF 1,417.0 $58K 0.01% NEW $41.11 +11.8%
610 ADI ANALOG DEVICES INC COM Technology 237.0 $58K 0.01% NEW $245.70 +69.0%
611 PRU PRUDENTIAL FINL INC COM Financial Services 561.0 $58K 0.01% NEW $103.74 -2.5%
612 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 648.0 $58K 0.01% NEW $89.77 -37.2%
613 SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 1,520.0 $58K 0.01% NEW $38.02 +9.0%
614 RWL INVESCO S&P 500 REVENUE ETF 521.0 $58K 0.01% NEW $110.66 +15.3%
615 BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF 1,681.0 $57K 0.01% NEW $34.16 +45.9%
616 PGIM S&P 500 BUFFER 20 ETF - APRIL 2,000.0 $57K 0.01% NEW $28.42
617 DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 1,230.0 $57K 0.01% NEW $46.12 +20.8%
618 PSA PUBLIC STORAGE OPER CO COM Real Estate 195.0 $56K 0.01% NEW $289.46 +5.8%
619 UTF COHEN & STEERS INFRASTRUCTURE COM Financial Services 2,272.0 $56K 0.01% NEW $24.80 +8.8%
620 FPXI FIRST TRUST INTERNATIONAL EQUITY OPPORTUNITIES ETF 939.0 $56K 0.01% NEW $59.93 +29.8%
Page 31 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%