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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 41 of 66  ·  1,315 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 ATRC ATRICURE INC COM Healthcare 1,426.0 $40K 0.00% NEW $27.98 +75.1%
802 NPV NUVEEN VA QUALITY MUN INCOM COM Financial Services 3,413.0 $39K 0.00% $11.57 -9.2%
803 BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 812.0 $39K 0.00% +193.0 +31.2% $48.43 -1.6%
804 MGY MAGNOLIA OIL & GAS CORP CL A Energy 1,529.0 $39K 0.00% NEW $25.58 +10.0%
805 EOG EOG RES INC COM Energy 300.0 $39K 0.00% -643.0 -68.2% $129.73 +18.0%
806 HST HOST HOTELS & RESORTS INC COM Real Estate 1,624.0 $39K 0.00% $23.71 -2.1%
807 JGLO JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF 540.0 $38K 0.00% NEW $71.22 +3.2%
808 EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 387.0 $37K 0.00% +360.0 +1333.3% $96.44 -1.8%
809 PRMB PRIMO BRANDS CORPORATION CLASS A COM SHS Consumer Defensive 1,514.0 $37K 0.00% NEW $24.44 -5.4%
810 FITB FIFTH THIRD BANCORP COM Financial Services 656.0 $37K 0.00% +36.0 +5.8% $56.37 -2.8%
811 ESGD ISHARES ESG AWARE MSCI EAFE ETF 353.0 $36K 0.00% $102.81 +4.4%
812 INTA INTAPP INC COM Technology 1,434.0 $36K 0.00% NEW $25.21 +64.0%
813 BRZE BRAZE INC COM CL A Technology 1,650.0 $36K 0.00% NEW $21.69 +43.2%
814 DG DOLLAR GEN CORP COM Consumer Defensive 309.0 $36K 0.00% -152.0 -33.0% $115.11 +7.2%
815 NATH NATHANS FAMOUS INC COM Consumer Cyclical 350.0 $36K 0.00% $101.60 -2.9%
816 SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 297.0 $35K 0.00% $118.99 +1.0%
817 ICOW PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF 843.0 $35K 0.00% $41.63 +9.9%
818 USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 682.0 $35K 0.00% +661.0 +3147.6% $51.29 -2.1%
819 EWY ISHARES MSCI SOUTH KOREA ETF 171.0 $35K 0.00% NEW $201.90 -11.7%
820 COIN COINBASE GLOBAL INC COM CL A Financial Services 236.0 $35K 0.00% -879.0 -78.8% $146.19 +27.6%
Page 41 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%