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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 34 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 GIS GENERAL MLS INC COM Consumer Defensive 883.0 $45K 0.00% NEW $50.42 -32.6%
662 XSMO INVESCO S&P SMALLCAP MOMENTUM ETF 600.0 $44K 0.00% NEW $73.57 +21.1%
663 ARKB ARK 21SHARES BITCOIN ETF Financial Services 1,155.0 $44K 0.00% NEW $38.02 -35.9%
664 WY WEYERHAEUSER CO MTN BE COM NEW Real Estate 1,763.0 $44K 0.00% NEW $24.79 -0.6%
665 NTRS NORTHERN TR CORP COM Financial Services 320.0 $43K 0.00% NEW $134.60 +25.3%
666 LSTR LANDSTAR SYS INC COM Industrials 350.0 $43K 0.00% NEW $122.56 +67.5%
667 IRM IRON MTN INC DEL COM Real Estate 420.0 $43K 0.00% NEW $101.92 +25.7%
668 FENI FIDELITY ENHANCED INTERNATIONAL ETF 1,212.0 $43K 0.00% NEW $35.28 +14.1%
669 SSD SIMPSON MFG INC COM Industrials 255.0 $43K 0.00% NEW $167.46 +14.0%
670 MRVL MARVELL TECHNOLOGY INC COM Technology 496.0 $42K 0.00% NEW $84.01 +144.4%
671 CET CENTRAL SECS CORP COM Financial Services 805.0 $41K 0.00% NEW $51.37 +3.8%
672 WDIV SPDR S&P GLOBAL DIVIDEND ETF 565.0 $41K 0.00% NEW $72.70 +12.4%
673 TGT TARGET CORP COM Consumer Defensive 458.0 $41K 0.00% NEW $89.68 +44.1%
674 PEG PUBLIC SVC ENTERPRISE GRP INC COM Utilities 489.0 $41K 0.00% NEW $83.46 -4.8%
675 EFG ISHARES MSCI EAFE GROWTH ETF 357.0 $41K 0.00% NEW $113.88 +8.2%
676 CNP CENTERPOINT ENERGY INC COM Utilities 1,034.0 $40K 0.00% NEW $38.80 +9.6%
677 INNOVATOR PREMIUM INCOME 10 BARRIER ETF - OCTOBER 1,674.0 $40K 0.00% NEW $23.88
678 MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 155.0 $40K 0.00% NEW $256.45 +22.9%
679 NPV NUVEEN VIRGINIA QLTY MUNCPL FD COM Financial Services 3,413.0 $40K 0.00% NEW $11.60 -1.8%
680 WDFC WD 40 CO COM Basic Materials 200.0 $40K 0.00% NEW $197.60 +2.7%
Page 34 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%