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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 44 of 66  ·  1,315 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 COWZ PACER US CASH COWS 100 ETF 485.0 $30K 0.00% $62.20 +15.8%
862 TBIL F/M US TREASURY 3 MONTH BILL FUND 600.0 $30K 0.00% $49.86 +0.3%
863 MBI MBIA INC COM Financial Services 4,500.0 $29K 0.00% NEW $6.52 -24.8%
864 HISF FIRST TRUST HIGH INCOME STRATEGIC FOCUS ETF 660.0 $29K 0.00% $44.33 -1.2%
865 SBIO ALPS MEDICAL BREAKTHROUGHS ETF 450.0 $29K 0.00% NEW $64.65 +6.9%
866 GIS GENERAL MILLS INC COM Consumer Defensive 836.0 $29K 0.00% -47.0 -5.3% $34.80 +14.9%
867 TTMI TTM TECHNOLOGIES INC COM Technology 154.0 $29K 0.00% NEW $187.02 -40.9%
868 BDJ BLACKROCK ENHANCED EQUITY DIVI COM Financial Services 2,981.0 $29K 0.00% $9.57 +2.3%
869 BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 1,460.0 $29K 0.00% $19.53 +0.2%
870 XAR STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF 100.0 $28K 0.00% $283.79 -3.9%
871 IBMP ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF 1,115.0 $28K 0.00% $25.42 -0.1%
872 SMIN ISHARES MSCI INDIA SMALL CAP ETF 400.0 $28K 0.00% -460.0 -53.5% $70.73 +1.4%
873 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 292.0 $28K 0.00% -63.0 -17.8% $96.12 -50.3%
874 CNI CANADIAN NATL RY CO COM Industrials 235.0 $28K 0.00% $119.24 +8.9%
875 IUSV ISHARES CORE S&P US VALUE ETF 254.0 $28K 0.00% -26.0 -9.3% $110.15 +4.3%
876 DHC DIVERSIFIED HEALTHCARE TR COM SH BEN INT Real Estate 3,000.0 $28K 0.00% $9.30 -13.8%
877 SLAB SILICON LABORATORIES INC COM Technology 127.0 $28K 0.00% NEW $218.56 -0.3%
878 INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR DECEMBER 1,046.0 $28K 0.00% $26.42
879 AVB AVALONBAY CMNTYS INC COM Real Estate 146.0 $28K 0.00% +2.0 +1.4% $188.69 -2.5%
880 ISHARES IBONDS DEC 2026 TERM TREASURY ETF 1,200.0 $27K 0.00% $22.89
Page 44 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%