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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 32 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 OKE ONEOK INC NEW COM Energy 769.0 $56K 0.01% NEW $72.97 +16.8%
622 UDEC INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER 1,458.0 $56K 0.01% NEW $38.37 +8.7%
623 FNB F N B CORP COM Financial Services 3,458.0 $56K 0.01% NEW $16.11 +8.8%
624 SEIC SEI INVTS CO COM Financial Services 650.0 $55K 0.01% NEW $84.85 +4.3%
625 SCHI SCHWAB 5-10 YEAR CORPORATE BOND ETF 2,386.0 $55K 0.01% NEW $23.08 -1.6%
626 DNP DNP SELECT INCOME FD INC COM Financial Services 5,475.0 $55K 0.01% NEW $10.01 +6.4%
627 DEO DIAGEO PLC SPON ADR NEW Consumer Defensive 566.0 $54K 0.00% NEW $95.43 -12.3%
628 LMAT LEMAITRE VASCULAR INC COM Healthcare 615.0 $54K 0.00% NEW $87.51 +7.4%
629 TLT ISHARES 20 PLUS YEAR TREASURY BOND ETF 593.0 $53K 0.00% NEW $89.37 -4.1%
630 JKHY HENRY JACK & ASSOC INC COM Technology 350.0 $52K 0.00% NEW $148.93 -8.1%
631 KAI KADANT INC COM Industrials 174.0 $52K 0.00% NEW $297.58 +6.9%
632 SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 1,987.0 $51K 0.00% NEW $25.85 -1.2%
633 MUB ISHARES NATIONAL MUNI BOND ETF 482.0 $51K 0.00% NEW $106.49 +0.6%
634 IBDX ISHARES IBONDS DEC 2032 TERM CORPORATE ETF 2,000.0 $51K 0.00% NEW $25.62 -1.5%
635 JPC NUVEEN PFD & INCOME OPPORTUNIT COM Financial Services 6,248.0 $51K 0.00% NEW $8.20 -3.1%
636 DG DOLLAR GEN CORP NEW COM Consumer Defensive 494.0 $51K 0.00% NEW $103.35 +5.0%
637 LEN LENNAR CORP CL A Consumer Cyclical 405.0 $51K 0.00% NEW $126.04 -28.0%
638 GM GENERAL MTRS CO COM Consumer Cyclical 835.0 $51K 0.00% NEW $60.97 +38.1%
639 XMVM INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETF 825.0 $51K 0.00% NEW $61.63 +11.8%
640 ISCV ISHARES MORNINGSTAR SMALL CAP VALUE ETF 759.0 $51K 0.00% NEW $66.64 +12.7%
Page 32 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%