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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 33 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 JULH INNOVATOR PREMIUM INCOME 20 BARRIER ETF - JULY 2,020.0 $51K 0.00% NEW $25.03 +0.0%
642 SPYM SPDR PORTFOLIO S&P 500 ETF 641.0 $50K 0.00% NEW $78.34 +13.7%
643 MPLX MPLX LP COM UNIT REP LTD Energy 1,000.0 $50K 0.00% NEW $49.95 +9.6%
644 CPNG COUPANG INC CL A Consumer Cyclical 1,550.0 $50K 0.00% NEW $32.20 -48.7%
645 OXY OCCIDENTAL PETE CORP COM Energy 1,054.0 $50K 0.00% NEW $47.25 +20.2%
646 FCX FREEPORT-MCMORAN INC CL B Basic Materials 1,269.0 $50K 0.00% NEW $39.22 +65.1%
647 NVT NVENT ELECTRIC PLC SHS Industrials 500.0 $49K 0.00% NEW $98.64 +65.8%
648 BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 1,376.0 $49K 0.00% NEW $35.43 +13.0%
649 AES AES CORP COM Utilities 3,659.0 $48K 0.00% NEW $13.16 +11.5%
650 FIS FIDELITY NATL INFORMATION SVCS COM Technology 730.0 $48K 0.00% NEW $65.94 -35.9%
651 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Technology 203.0 $48K 0.00% NEW $236.06 +278.9%
652 DVA DAVITA INC COM Healthcare 360.0 $48K 0.00% NEW $132.87 +47.5%
653 KNG FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF 970.0 $48K 0.00% NEW $49.31 -1.3%
654 CRL CHARLES RIV LABS INTL INC COM Healthcare 302.0 $47K 0.00% NEW $156.46 +15.2%
655 TFC TRUIST FINL CORP COM Financial Services 1,029.0 $47K 0.00% NEW $45.72 +4.1%
656 AIG AMERICAN INTL GROUP INC COM NEW Financial Services 598.0 $47K 0.00% NEW $78.54 -4.2%
657 FIXT TCW CORE PLUS BOND ETF 1,190.0 $46K 0.00% NEW $38.67 -2.6%
658 AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN Financial Services 1,200.0 $46K 0.00% NEW $38.22 -3.2%
659 M MACYS INC COM Consumer Cyclical 2,500.0 $45K 0.00% NEW $17.93 +23.5%
660 XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 377.0 $45K 0.00% NEW $118.37 -2.4%
Page 33 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%