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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 42 of 66  ·  1,315 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 MET METLIFE INC COM Financial Services 405.0 $34K 0.00% -136.0 -25.1% $84.61 +11.5%
822 IWC ISHARES MICRO-CAP ETF 170.0 $34K 0.00% +130.0 +325.0% $200.04 -0.8%
823 DOW DOW HLDGS INC COM Basic Materials 1,239.0 $34K 0.00% -287.0 -18.8% $27.36 +18.2%
824 BSCT INVESCO BULLETSHARES 2029 CORPORATE BOND ETF 1,825.0 $34K 0.00% $18.57 -0.1%
825 SFM SPROUTS FMRS MKT INC COM Consumer Defensive 400.0 $34K 0.00% NEW $84.58 -4.1%
826 CANADIAN PACIFIC KANSAS CITY COM 389.0 $34K 0.00% -1K -77.7% $86.68
827 PEG PUBLIC SVC ENTERPRISE GROUP COM Utilities 414.0 $34K 0.00% -164.0 -28.4% $81.16 -10.5%
828 XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF 660.0 $34K 0.00% -114.0 -14.7% $50.83 +5.3%
829 MGMT BALLAST SMALL/MID CAP ETF 655.0 $33K 0.00% $50.96 +1.4%
830 CAKE CHEESECAKE FACTORY INC COM Consumer Cyclical 418.0 $33K 0.00% $79.54 +42.5%
831 EXK ENDEAVOUR SILVER CORP COM Basic Materials 4,000.0 $33K 0.00% NEW $8.28 +28.3%
832 EXPAND ENERGY CORPORATION COM 363.0 $33K 0.00% NEW $91.19
833 POWI POWER INTEGRATIONS INC COM Technology 395.0 $33K 0.00% NEW $83.76 -34.1%
834 NG NOVAGOLD RESOURCES INC COM NEW Basic Materials 5,534.0 $33K 0.00% NEW $5.97 +46.1%
835 EXG EATON VANCE TAX-MANAGED GLOBAL COM Financial Services 3,350.0 $33K 0.00% $9.81 +1.0%
836 AON AON PLC SHS CL A Financial Services 99.0 $33K 0.00% -109.0 -52.4% $331.69 +7.1%
837 NMI NUVEEN MUN INCOME FD INC COM Financial Services 2,975.0 $33K 0.00% $11.02 -5.6%
838 URA GLOBAL X URANIUM ETF 750.0 $33K 0.00% $43.70 +5.4%
839 MOAT VANECK MORNINGSTAR WIDE MOAT ETF 315.0 $33K 0.00% $103.96 +10.1%
840 BV FINL INC COM NEW 1,530.0 $32K 0.00% $21.18
Page 42 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%