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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 31 of 66  ·  1,315 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 ROL ROLLINS INC COM Consumer Cyclical 2,076.0 $87K 0.01% -1K -34.1% $41.74 -10.2%
602 ESGU ISHARES ESG AWARE MSCI USA ETF 527.0 $86K 0.01% $163.67 +2.2%
603 JOBY JOBY AVIATION INC COMMON STOCK Industrials 9,593.0 $86K 0.01% $8.92 -17.8%
604 VUSB VANGUARD ULTRA-SHORT BOND ETF 1,713.0 $85K 0.01% $49.78 -0.1%
605 SOMNIGROUP INTERNATIONAL INC COM 1,086.0 $85K 0.01% NEW $78.40
606 MGV VANGUARD MEGA CAP VALUE ETF 520.0 $85K 0.01% NEW $163.45 +2.9%
607 CLM CORNERSTONE STRATEGIC INVESTME COM Financial Services 11,204.0 $85K 0.01% $7.56 -9.7%
608 GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF 1,845.0 $84K 0.01% +428.0 +30.2% $45.70 +5.2%
609 XENE XENON PHARMACEUTICALS INC COM Healthcare 1,393.0 $84K 0.01% NEW $60.36 -0.1%
610 EOS EATON VANCE ENHANCED EQUITY IN COM Financial Services 3,800.0 $84K 0.01% $22.04 -3.2%
611 NI NISOURCE INC COM Utilities 1,755.0 $83K 0.01% $47.55 -14.2%
612 PH PARKER-HANNIFIN CORP COM Industrials 85.0 $83K 0.01% +25.0 +41.7% $978.12 +3.2%
613 PFGC PERFORMANCE FOOD GROUP CO COM Consumer Defensive 735.0 $82K 0.01% NEW $111.79 -4.5%
614 LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 1,645.0 $82K 0.01% $49.78 -0.5%
615 EFV ISHARES MSCI EAFE VALUE ETF 1,068.0 $82K 0.01% -1K -57.6% $76.55 +7.3%
616 ALKS ALKERMES PLC SHS Healthcare 1,556.0 $82K 0.01% NEW $52.40 -8.4%
617 FEGE FIRST EAGLE GLOBAL EQUITY ETF 1,656.0 $81K 0.01% NEW $48.92 +8.7%
618 DBA INVESCO DB AGRICULTURE FUND Financial Services 3,032.0 $81K 0.01% $26.67 +6.1%
619 XEL XCEL ENERGY INC COM Utilities 1,005.0 $81K 0.01% -97.0 -8.8% $80.30 -4.7%
620 PTCT PTC THERAPEUTICS INC COM Healthcare 987.0 $81K 0.01% NEW $81.57 -16.3%
Page 31 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%