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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 22 of 66  ·  1,315 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 AMP AMERIPRISE FINL INC COM Financial Services 428.0 $196K 0.01% -48.0 -10.1% $458.76 +21.1%
422 RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 3,030.0 $195K 0.01% $64.50 -0.7%
423 BE BLOOM ENERGY CORP COM CL A Industrials 640.0 $194K 0.01% NEW $302.70 -33.4%
424 DRI DARDEN RESTAURANTS INC COM Consumer Cyclical 938.0 $193K 0.01% -102.0 -9.8% $206.01 +7.6%
425 CTVA CORTEVA INC COM Basic Materials 2,273.0 $192K 0.01% +243.0 +12.0% $84.68 -3.4%
426 WTAI WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND 4,023.0 $191K 0.01% +923.0 +29.8% $47.47 -13.3%
427 GNR STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF 2,823.0 $190K 0.01% +221.0 +8.5% $67.31 +17.8%
428 ROST ROSS STORES INC COM Consumer Cyclical 888.0 $189K 0.01% -48.0 -5.1% $212.85 +12.3%
429 MGK VANGUARD MEGA CAP GROWTH ETF 2,125.0 $187K 0.01% NEW $87.91 +1.2%
430 LIN LINDE PLC SHS Basic Materials 359.0 $186K 0.01% +14.0 +4.1% $518.94 -6.0%
431 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 3,472.0 $186K 0.01% -731.0 -17.4% $53.61 +7.2%
432 CGMM CAPITAL GROUP U.S. SMALL AND MID CAP ETF 5,598.0 $185K 0.01% +3K +132.7% $32.97 +0.4%
433 PFG PRINCIPAL FINANCIAL GROUP INC COM Financial Services 1,704.0 $184K 0.01% +50.0 +3.0% $107.78 +2.8%
434 EBAY EBAY INC. COM Consumer Cyclical 1,640.0 $183K 0.01% $111.75 -6.8%
435 NUV NUVEEN MUN VALUE FD INC COM Financial Services 19,600.0 $181K 0.01% -5K -20.3% $9.22 -2.7%
436 UYG PROSHARES ULTRA FINANCIALS 2,100.0 $180K 0.01% $85.57 +13.6%
437 NBTB NBT BANCORP INC COM Financial Services 3,624.0 $179K 0.01% $49.37 +5.5%
438 LOPE GRAND CANYON ED INC COM Consumer Defensive 1,250.0 $179K 0.01% NEW $143.11 +3.0%
439 CF CF INDUSTRIES HOLD COM Basic Materials 1,639.0 $177K 0.01% -37.0 -2.2% $108.24 +19.8%
440 APUE ACTIVEPASSIVE U.S. EQUITY ETF 3,809.0 $176K 0.01% NEW $46.20 +2.5%
Page 22 of 66  ·  1,315 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%