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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 40 of 66  ·  1,315 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 FIXT TCW CORE PLUS BOND ETF 1,190.0 $45K 0.00% $37.79 -1.6%
782 TGT TARGET CORP COM Consumer Defensive 344.0 $45K 0.00% -113.0 -24.7% $130.61 +26.7%
783 PWB INVESCO LARGE CAP GROWTH ETF 265.0 $45K 0.00% -976.0 -78.7% $168.46 -7.4%
784 MTDR MATADOR RES CO COM Energy 892.0 $44K 0.00% NEW $49.78 +17.3%
785 CGIE CAPITAL GROUP INTERNATIONAL EQUITY ETF 1,200.0 $44K 0.00% $36.78 +3.3%
786 PAYC PAYCOM SOFTWARE INC COM Technology 350.0 $44K 0.00% -28.0 -7.4% $125.68 +82.3%
787 DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST Financial Services 84.0 $44K 0.00% $522.39 +1.9%
788 TYL TYLER TECHNOLOGIES INC COM Technology 150.0 $44K 0.00% -12.0 -7.4% $292.46 +19.9%
789 TOST TOAST INC CL A Technology 1,568.0 $44K 0.00% +1K +213.6% $27.82 +31.7%
790 ENTERGY CORP NEW COM 379.0 $44K 0.00% +70.0 +22.6% $114.86
791 ARKB ARK 21SHARES BITCOIN ETF Financial Services 2,230.0 $43K 0.00% +700.0 +45.8% $19.46 +31.3%
792 PBR PETROLEO BRASILEIRO S A SPONSORED ADR Energy 2,620.0 $42K 0.00% NEW $16.16 +18.5%
793 ESTC ELASTIC N V ORD SHS Technology 741.0 $42K 0.00% NEW $57.02 +50.7%
794 ITGR INTEGER HLDGS CORP COM Healthcare 445.0 $42K 0.00% NEW $93.45 +34.0%
795 ROAD CONSTRUCTION PARTNERS INC COM CL A Industrials 350.0 $42K 0.00% NEW $118.77 -5.6%
796 LULU LULULEMON ATHLETICA INC COM Consumer Cyclical 364.0 $42K 0.00% -380.0 -51.1% $114.18 +6.0%
797 OHI OMEGA HEALTHCARE INVS INC COM Real Estate 865.0 $41K 0.00% +365.0 +73.0% $47.68 -2.2%
798 NU NU HLDGS LTD ORD SHS CL A Financial Services 3,010.0 $40K 0.00% +1K +81.3% $13.36 +9.1%
799 WK WORKIVA INC COM CL A Technology 827.0 $40K 0.00% NEW $48.51 +54.3%
800 IJUL INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JULY 1,110.0 $40K 0.00% $35.97 +2.8%
Page 40 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%