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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 18 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ILCV ISHARES MORNINGSTAR VALUE ETF 3,250.0 $293K 0.02% NEW $90.02 +13.2%
342 LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 2,600.0 $290K 0.02% NEW $111.47 -2.0%
343 NVR NVR INC COM Consumer Cyclical 36.0 $289K 0.02% NEW $8034.67 -23.3%
344 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS Consumer Cyclical 67,021.0 $288K 0.02% NEW $4.30 +2832.4%
345 ANET ARISTA NETWORKS INC COM SHS Technology 1,952.0 $284K 0.02% NEW $145.71 +6.6%
346 C CITIGROUP INC COM NEW Financial Services 2,796.0 $284K 0.02% NEW $101.48 +22.8%
347 IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF 12,750.0 $282K 0.02% NEW $22.15 -1.5%
348 VHT VANGUARD HEALTH CARE ETF 1,046.0 $272K 0.02% NEW $259.60 +8.5%
349 MMM 3M CO COM Industrials 1,730.0 $268K 0.02% NEW $155.18 -1.5%
350 SOUN SOUNDHOUND AI INC CLASS A COM Technology 16,550.0 $266K 0.02% NEW $16.08 -46.8%
351 YUM YUM BRANDS INC COM Consumer Cyclical 1,735.0 $264K 0.02% NEW $152.00 -1.3%
352 ASTRAZENECA PLC SPONSORED ADR 3,386.0 $260K 0.02% NEW $76.72
353 UTHR UNITED THERAPEUTICS CORP DEL COM Healthcare 619.0 $259K 0.02% NEW $419.21 +34.1%
354 BTT BLACKROCK MUN TARGET TERM TR COM SHS BEN IN Financial Services 11,476.0 $258K 0.02% NEW $22.46 +1.6%
355 HCA HCA HEALTHCARE INC COM Healthcare 604.0 $257K 0.02% NEW $426.20 -9.8%
356 DRI DARDEN RESTAURANTS INC COM Consumer Cyclical 1,330.0 $253K 0.02% NEW $190.31 +7.4%
357 XBI SPDR S&P BIOTECH ETF 2,510.0 $252K 0.02% NEW $100.20 +35.7%
358 FDS FACTSET RESH SYS INC COM Financial Services 868.0 $249K 0.02% NEW $286.49 -16.6%
359 OEF ISHARES S&P 100 ETF 743.0 $247K 0.02% NEW $332.84 +13.1%
360 GBCI GLACIER BANCORP INC NEW COM Financial Services 5,079.0 $247K 0.02% NEW $48.67 -1.9%
Page 18 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%