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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 48 of 66  ·  1,315 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 XPO XPO INC COM Industrials 98.0 $20K 0.00% $205.29 -3.7%
942 BEN FRANKLIN RESOURCES INC COM Financial Services 604.0 $20K 0.00% $33.27 +3.1%
943 TTEQ T. ROWE PRICE TECHNOLOGY ETF 450.0 $20K 0.00% NEW $44.60 -7.4%
944 BSX BOSTON SCIENTIFIC CORP COM Healthcare 469.0 $20K 0.00% -10K -95.4% $42.68 +18.0%
945 TREX TREX INC COM Industrials 400.0 $20K 0.00% NEW $50.04 -6.4%
946 WWD WOODWARD INC COM Industrials 47.0 $20K 0.00% $425.45 -19.3%
947 ISHARES DEFENSE INDUSTRIALS ACTIVE ETF 628.0 $20K 0.00% NEW $31.78
948 WAT WATERS CORP COM Healthcare 53.0 $20K 0.00% NEW $375.04 +9.5%
949 AKRE AKRE FOCUS ETF 369.0 $20K 0.00% NEW $53.19 +13.8%
950 RSPG INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF 200.0 $20K 0.00% $97.96 +16.2%
951 HIG HARTFORD INSURANCE GROUP INC COM Financial Services 145.0 $19K 0.00% -14.0 -8.8% $132.52 +2.7%
952 AYI ACUITY INC COM Industrials 51.0 $19K 0.00% $376.67 -8.9%
953 MGM MGM RESORTS INTERNATIONAL COM Consumer Cyclical 400.0 $19K 0.00% -128.0 -24.2% $47.81 -8.5%
954 ASM AVINO SILVER & GOLD MINES LTD COM Basic Materials 3,000.0 $19K 0.00% NEW $6.34 +16.8%
955 MUSA MURPHY USA INC COM Consumer Cyclical 35.0 $19K 0.00% -160.0 -82.0% $538.86 +5.7%
956 BUFR FT VEST LADDERED BUFFER ETF 510.0 $19K 0.00% $36.53 +2.1%
957 NZF NUVEEN MUN CR INCOME FD COM SH BEN INT Financial Services 1,465.0 $19K 0.00% $12.68 -3.5%
958 EATON VANCE TAX-MANAGED GLOBAL COM 1,925.0 $19K 0.00% $9.64
959 DEO DIAGEO PLC SPON ADR NEW Consumer Defensive 230.0 $18K 0.00% -324.0 -58.5% $80.38 +17.7%
960 IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 350.0 $18K 0.00% -500.0 -58.8% $52.41 -0.6%
Page 48 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%