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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 44 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 LEIDOS HOLDINGS INC COM 70.0 $13K 0.00% NEW $188.96
862 LAZ LAZARD INC COM Financial Services 250.0 $13K 0.00% NEW $52.78 -8.8%
863 ALB ALBEMARLE CORP COM Basic Materials 160.0 $13K 0.00% NEW $81.08 +118.9%
864 ISHARES LARGE CAP VALUE ACTIVE ETF 361.0 $13K 0.00% NEW $35.88
865 EQR EQUITY RESIDENTIAL SH BEN INT Real Estate 200.0 $13K 0.00% NEW $64.73 +2.9%
866 WTTR SELECT WATER SOLUTIONS INC CL A COM Utilities 1,204.0 $13K 0.00% NEW $10.69 +81.0%
867 STE STERIS PLC SHS USD Healthcare 52.0 $13K 0.00% NEW $247.44 -14.0%
868 REX-OSPREY SOL STAKING ETF 402.0 $13K 0.00% NEW $31.98
869 ARKG ARK GENOMIC REVOLUTION ETF 460.0 $13K 0.00% NEW $27.77 +15.5%
870 ADSK AUTODESK INC COM Technology 40.0 $13K 0.00% NEW $317.68 -25.4%
871 XPO XPO INC COM Industrials 98.0 $13K 0.00% NEW $129.27 +63.0%
872 FRSH FRESHWORKS INC CLASS A COM Technology 1,076.0 $13K 0.00% NEW $11.77 -23.7%
873 HSY HERSHEY CO COM Consumer Defensive 67.0 $13K 0.00% NEW $187.04 +5.8%
874 KEYS KEYSIGHT TECHNOLOGIES INC COM Technology 71.0 $12K 0.00% NEW $174.92 +98.8%
875 PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND 458.0 $12K 0.00% NEW $26.84 -1.6%
876 HAL HALLIBURTON CO COM Energy 494.0 $12K 0.00% NEW $24.62 +60.8%
877 VTHR VANGUARD RUSSELL 3000 ETF 41.0 $12K 0.00% NEW $294.32 +12.2%
878 DUSA DAVIS SELECT U.S. EQUITY ETF 250.0 $12K 0.00% NEW $47.90 +17.1%
879 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 142.0 $12K 0.00% NEW $84.11 -1.8%
880 EQH EQUITABLE HLDGS INC COM Financial Services 235.0 $12K 0.00% NEW $50.78 -18.5%
Page 44 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%