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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 9 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 WPC WP CAREY INC COM Real Estate 17,147.0 $1.2M 0.10% NEW $67.57 +10.0%
162 BUSA BRANDES U.S. VALUE ETF 32,984.0 $1.2M 0.10% NEW $34.88 +12.3%
163 NEE NEXTERA ENERGY INC COM Utilities 15,151.0 $1.1M 0.09% NEW $75.49 +16.1%
164 MRK MERCK & CO INC COM Healthcare 13,596.0 $1.1M 0.09% NEW $83.93 +43.2%
165 INTC INTEL CORP COM Technology 33,930.0 $1.1M 0.09% NEW $33.55 +263.0%
166 PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 23,882.0 $1.1M 0.09% NEW $47.63 +19.1%
167 PNQI INVESCO NASDAQ INTERNET ETF 20,315.0 $1.1M 0.09% NEW $55.83 -13.3%
168 FDX FEDEX CORP COM Industrials 4,641.0 $1.1M 0.09% NEW $235.83 +74.5%
169 PWR QUANTA SVCS INC COM Industrials 2,623.0 $1.1M 0.09% NEW $414.42 +77.0%
170 LMT LOCKHEED MARTIN CORP COM Industrials 2,177.0 $1.1M 0.09% NEW $499.12 +6.5%
171 PLD PROLOGIS INC. COM Real Estate 9,440.0 $1.1M 0.09% NEW $114.52 +27.9%
172 VGSH VANGUARD SHORT-TERM TREASURY ETF 18,313.0 $1.1M 0.09% NEW $58.85 -1.0%
173 IYW ISHARES U.S. TECHNOLOGY ETF 5,452.0 $1.1M 0.09% NEW $195.86 +25.8%
174 MDT MEDTRONIC PLC SHS Healthcare 11,087.0 $1.1M 0.09% NEW $95.24 -20.3%
175 CSX CSX CORP COM Industrials 29,296.0 $1.0M 0.09% NEW $35.51 +32.8%
176 SCZ ISHARES MSCI EAFE SMALL-CAP ETF 13,476.0 $1.0M 0.09% NEW $76.72 +12.2%
177 IWR ISHARES RUSSELL MIDCAP ETF 10,672.0 $1.0M 0.09% NEW $96.55 +10.5%
178 EEM ISHARES MSCI EMERGING MARKETS ETF 19,257.0 $1.0M 0.09% NEW $53.40 +28.1%
179 PYPL PAYPAL HLDGS INC COM Financial Services 15,230.0 $1.0M 0.08% NEW $67.06 -34.7%
180 WFC WELLS FARGO CO NEW COM Financial Services 12,184.0 $1.0M 0.08% NEW $83.82 -9.2%
Page 9 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%