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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 40 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 RSPU INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF 276.0 $21K 0.00% NEW $76.66 +4.6%
782 MAS MASCO CORP COM Industrials 300.0 $21K 0.00% NEW $70.39 -0.8%
783 OHI OMEGA HEALTHCARE INVS INC COM Real Estate 500.0 $21K 0.00% NEW $42.22 +13.1%
784 CDNS CADENCE DESIGN SYSTEM INC COM Technology 60.0 $21K 0.00% NEW $351.27 +6.5%
785 USB US BANCORP DEL COM NEW Financial Services 435.0 $21K 0.00% NEW $48.33 +13.2%
786 KWEB CALL KRANESHARES CSI CHINA INTERNET ETF 500.0 $21K 0.00% NEW $42.01 -35.6%
787 CVS CVS HEALTH CORP COM Healthcare 275.0 $21K 0.00% NEW $75.39 +22.1%
788 IBKR INTERACTIVE BROKERS GROUP INC COM CL A Financial Services 300.0 $21K 0.00% NEW $68.81 +17.6%
789 BP BP PLC SPONSORED ADR Energy 588.0 $20K 0.00% NEW $34.46 +20.9%
790 IT GARTNER INC COM Technology 77.0 $20K 0.00% NEW $262.87 -39.1%
791 BKSY BLACKSKY TECHNOLOGY INC CL A NEW Technology 1,000.0 $20K 0.00% NEW $20.15 +153.1%
792 MPB MID PENN BANCORP INC COM Financial Services 702.0 $20K 0.00% NEW $28.64 +14.1%
793 JIRE JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF 270.0 $20K 0.00% NEW $73.54 +10.6%
794 IGM ISHARES EXPANDED TECH SECTOR ETF 157.0 $20K 0.00% NEW $125.95 +27.4%
795 AMCOR PLC ORD 2,406.0 $20K 0.00% NEW $8.18
796 MPWR MONOLITHIC PWR SYS INC COM Technology 21.0 $19K 0.00% NEW $920.62 +76.0%
797 LNT ALLIANT ENERGY CORP COM Utilities 286.0 $19K 0.00% NEW $67.41 +9.4%
798 DECK DECKERS OUTDOOR CORP COM Consumer Cyclical 190.0 $19K 0.00% NEW $101.37 +12.8%
799 MOH MOLINA HEALTHCARE INC COM Healthcare 100.0 $19K 0.00% NEW $191.36 -7.0%
800 BSMS INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF 800.0 $19K 0.00% NEW $23.41 -0.1%
Page 40 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%