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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 35 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 SNPS SYNOPSYS INC COM Technology 79.0 $39K 0.00% NEW $493.39 -3.8%
682 NATH NATHANS FAMOUS INC NEW COM Consumer Cyclical 350.0 $39K 0.00% NEW $110.74 -8.8%
683 DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST Financial Services 83.0 $38K 0.00% NEW $463.73 +9.2%
684 QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND 901.0 $38K 0.00% NEW $41.96 +61.0%
685 CAC CAMDEN NATL CORP COM Financial Services 975.0 $38K 0.00% NEW $38.59 +28.2%
686 MAGS ROUNDHILL MAGNIFICENT SEVEN ETF 580.0 $38K 0.00% NEW $64.86 +9.0%
687 JBT MAREL CORPORATION COM 264.0 $37K 0.00% NEW $140.45
688 XSVM INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF 650.0 $37K 0.00% NEW $56.46 +18.6%
689 HRL HORMEL FOODS CORP COM Consumer Defensive 1,480.0 $37K 0.00% NEW $24.74 -3.7%
690 LUV SOUTHWEST AIRLS CO COM Industrials 1,147.0 $37K 0.00% NEW $31.91 +35.4%
691 ONTO ONTO INNOVATION INC COM Technology 283.0 $37K 0.00% NEW $129.22 +101.1%
692 FCVT FIRST TRUST SSI STRATEGIC CONVERTIBLE SECURITIES ETF 850.0 $36K 0.00% NEW $42.77 +25.3%
693 IJUL INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JULY 1,110.0 $36K 0.00% NEW $32.69 +8.2%
694 URA GLOBAL X URANIUM ETF 750.0 $36K 0.00% NEW $47.67 +6.7%
695 NUVEEN S&P 500 BUY-WRITE INCOM COM 2,468.0 $36K 0.00% NEW $14.44
696 DWX SPDR S&P INTERNATIONAL DIVIDEND ETF 830.0 $35K 0.00% NEW $42.70 +9.6%
697 TSCO TRACTOR SUPPLY CO COM Consumer Cyclical 622.0 $35K 0.00% NEW $56.87 -45.2%
698 CVIE CALVERT INTERNATIONAL RESPONSIBLE INDEX ETF 518.0 $35K 0.00% NEW $68.23 +23.3%
699 SHEL SHELL PLC SPON ADS Energy 493.0 $35K 0.00% NEW $71.53 +17.5%
700 DOW DOW INC COM Basic Materials 1,529.0 $35K 0.00% NEW $22.93 +51.3%
Page 35 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%