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Portfolio (Quarterly) Guide ↗

HARBOR INVESTMENT ADVISORY, LLC

· CIK 0001468792
13F Portfolio $1.4B AUM 1,315 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 241 New 278 Added 433 Reduced 154 Exited
Page 18 of 22  ·  433 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 350.0 $18K 0.00% -500.0 -58.8% $52.41 -0.6%
342 GRMN GARMIN LTD SHS Technology 75.0 $18K 0.00% -42.0 -35.9% $237.55 +24.1%
343 EXPE EXPEDIA GROUP INC COM NEW Consumer Cyclical 69.0 $18K 0.00% -250.0 -78.4% $255.88 +25.7%
344 IBKR INTERACTIVE BROKERS GROUP INC COM CL A Financial Services 200.0 $17K 0.00% -100.0 -33.3% $87.04 +7.8%
345 SHEL SHELL PLC SPON ADS Energy 222.0 $17K 0.00% -262.0 -54.1% $77.54 +20.4%
346 NICE NICE LTD SPONSORED ADR Technology 187.0 $17K 0.00% -2K -92.6% $90.85 +10.3%
347 FIS FIDELITY NATL INFORMATION SVCS COM Technology 425.0 $17K 0.00% -111.0 -20.7% $38.88 +6.3%
348 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 353.0 $16K 0.00% -360.0 -50.5% $45.52 +31.0%
349 NUE NUCOR CORP COM Basic Materials 70.0 $16K 0.00% -121.0 -63.4% $222.76 +9.4%
350 RF REGIONS FINANCIAL CORP NEW COM Financial Services 510.0 $15K 0.00% -325.0 -38.9% $30.20 +0.7%
351 STIP ISHARES 0-5 YEAR TIPS BOND ETF 150.0 $15K 0.00% -585.0 -79.6% $102.16 -1.2%
352 EXPO EXPONENT INC COM Industrials 260.0 $15K 0.00% -427.0 -62.1% $58.76 +19.5%
353 VTRS VIATRIS INC COM Healthcare 960.0 $15K 0.00% -552.0 -36.5% $15.88 +2.8%
354 IP INTERNATIONAL PAPER CO COM Consumer Cyclical 400.0 $15K 0.00% -128.0 -24.2% $38.10 +8.9%
355 DVN DEVON ENERGY CORP NEW COM Energy 362.0 $15K 0.00% -162.0 -30.9% $41.32 +18.8%
356 WTW WILLIS TOWERS WATSON PLC LTD SHS Financial Services 57.0 $15K 0.00% -48.0 -45.7% $261.37 +30.8%
357 WULF TERAWULF INC COM Financial Services 600.0 $15K 0.00% -600.0 -50.0% $24.70 -36.7%
358 MPWR MONOLITHIC PWR SYS INC COM Technology 10.0 $14K 0.00% -11.0 -52.4% $1382.40 -4.8%
359 PBE INVESCO BIOTECHNOLOGY & GENOME ETF 150.0 $13K 0.00% -1K -88.2% $89.65 +8.9%
360 LUMN LUMEN TECHNOLOGIES INC COM Communication Services 1,750.0 $13K 0.00% -67.0 -3.7% $7.68 -22.7%
Page 18 of 22  ·  433 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 31.1%
Technology 24.4%
Financial Services 15.7%
Communication Services 8.1%
Healthcare 7.4%
Industrials 4.8%
Consumer Defensive 2.6%
Energy 1.7%
Basic Materials 1.6%
Utilities 1.4%