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Portfolio (Quarterly) Guide ↗

HARBOR INVESTMENT ADVISORY, LLC

· CIK 0001468792
13F Portfolio $1.3B AUM 1,230 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 110 New 405 Added 189 Reduced 58 Exited
Page 26 of 62  ·  1,229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 PPTA PERPETUA RESOURCES CORP COM Basic Materials 4,422.0 $107K 0.01% +1K +42.7% $24.21 +11.4%
502 INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR FEBRUARY 4,190.0 $106K 0.01% $25.38
503 WSM WILLIAMS SONOMA INC COM Consumer Cyclical 593.0 $106K 0.01% -20.0 -3.3% $178.55 +14.5%
504 PBE INVESCO BIOTECHNOLOGY & GENOME ETF 1,275.0 $105K 0.01% +1K +750.0% $82.15 +2.1%
505 DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 2,637.0 $104K 0.01% $39.59 +11.5%
506 MANH MANHATTAN ASSOCIATES INC COM Technology 600.0 $104K 0.01% $173.31 -17.1%
507 MEDP MEDPACE HLDGS INC COM Healthcare 183.0 $103K 0.01% -29.0 -13.7% $561.65 -20.3%
508 XOP STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 800.0 $101K 0.01% $126.26 +30.2%
509 OCTH INNOVATOR PREMIUM INCOME 20 BARRIER ETF - OCTOBER 4,210.0 $101K 0.01% $23.94 +1.3%
510 DOV DOVER CORP COM Industrials 514.0 $100K 0.01% +26.0 +5.3% $195.24 +8.4%
511 FIVE FIVE BELOW INC COM Consumer Cyclical 526.0 $99K 0.01% $188.36 +18.6%
512 EOG EOG RES INC COM Energy 943.0 $99K 0.01% -5K -82.8% $105.01 +28.0%
513 RBIL F/M ULTRASHORT TREASURY INFLATION-PROTECTED SECURITY (TIPS) ETF 1,993.0 $99K 0.01% $49.66 +0.7%
514 IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 2,050.0 $98K 0.01% $47.94 +5.3%
515 PRF INVESCO RAFI US 1000 ETF 2,083.0 $98K 0.01% $46.92 +14.3%
516 PCOR PROCORE TECHNOLOGIES INC COM Technology 1,343.0 $98K 0.01% $72.74 -34.4%
517 WRB BERKLEY W R CORP COM Financial Services 1,390.0 $97K 0.01% +40.0 +3.0% $70.12 -7.9%
518 FENI FIDELITY ENHANCED INTERNATIONAL ETF 2,646.0 $97K 0.01% +1K +118.3% $36.58 +10.1%
519 AEP AMERICAN ELEC PWR CO INC COM Utilities 831.0 $96K 0.01% $115.31 +11.0%
520 VFH VANGUARD FINANCIALS ETF 715.0 $95K 0.01% +582.0 +437.6% $133.49 -5.8%
Page 26 of 62  ·  1,229 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 29.3%
Technology 24.0%
Financial Services 16.8%
Communication Services 10.5%
Healthcare 7.0%
Industrials 4.3%
Consumer Defensive 2.5%
Energy 1.9%
Utilities 1.4%
Real Estate 1.2%