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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 49 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 SIX FLAGS ENTERTAINMENT CORP COM 300.0 $7K 0.00% NEW $22.72
962 MSCI MSCI INC COM Financial Services 12.0 $7K 0.00% NEW $567.42 +6.4%
963 PBI PITNEY BOWES INC COM Industrials 593.0 $7K 0.00% NEW $11.41 +36.8%
964 CIVEO CORP CDA COM NEW 291.0 $7K 0.00% NEW $23.00
965 GWW GRAINGER W W INC COM Industrials 7.0 $7K 0.00% NEW $953.00 +30.7%
966 AMH AMERICAN HOMES 4 RENT CL A Real Estate 199.0 $7K 0.00% NEW $33.25 -3.5%
967 HPQ HP INC COM Technology 243.0 $7K 0.00% NEW $27.23 -6.4%
968 BILS SPDR BLOOMBERG 3-12 MONTH T-BILL ETF 66.0 $7K 0.00% NEW $99.52 -0.1%
969 BOH BANK HAWAII CORP COM Financial Services 100.0 $7K 0.00% NEW $65.64 +18.6%
970 RJF RAYMOND JAMES FINL INC COM Financial Services 38.0 $7K 0.00% NEW $172.61 -15.8%
971 NVAX NOVAVAX INC COM NEW Healthcare 756.0 $7K 0.00% NEW $8.67 +27.9%
972 SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 225.0 $7K 0.00% NEW $29.11 +15.2%
973 KVUE KENVUE INC COM Consumer Defensive 402.0 $7K 0.00% NEW $16.23 +9.0%
974 UHT UNIVERSAL HEALTH RLTY INCOME T SH BEN INT Real Estate 166.0 $7K 0.00% NEW $39.17 +7.5%
975 HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 80.0 $6K 0.00% NEW $81.19 -1.3%
976 EXR EXTRA SPACE STORAGE INC COM Real Estate 45.0 $6K 0.00% NEW $140.93 +2.5%
977 EIX EDISON INTL COM Utilities 114.0 $6K 0.00% NEW $55.28 +29.6%
978 RALLIANT CORP COM 142.0 $6K 0.00% NEW $43.73
979 SFM SPROUTS FMRS MKT INC COM Consumer Defensive 57.0 $6K 0.00% NEW $108.81 -18.5%
980 SGDM SPROTT GOLD MINERS ETF 100.0 $6K 0.00% NEW $62.00 +14.6%
Page 49 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%