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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 50 of 66  ·  1,315 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 MAS MASCO CORP COM Industrials 200.0 $16K 0.00% $81.37 -9.9%
982 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 353.0 $16K 0.00% -360.0 -50.5% $45.52 +31.0%
983 LECO LINCOLN ELEC HLDGS INC COM Industrials 59.0 $16K 0.00% $265.51 +6.1%
984 NUE NUCOR CORP COM Basic Materials 70.0 $16K 0.00% -121.0 -63.4% $222.76 +9.4%
985 SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 460.0 $16K 0.00% $33.84 +4.4%
986 MBB ISHARES MBS ETF 163.0 $15K 0.00% +6.0 +3.8% $94.52 -1.5%
987 RF REGIONS FINANCIAL CORP NEW COM Financial Services 510.0 $15K 0.00% -325.0 -38.9% $30.20 +0.7%
988 LTC LTC PPTYS INC COM Real Estate 400.0 $15K 0.00% +200.0 +100.0% $38.45 +4.7%
989 STIP ISHARES 0-5 YEAR TIPS BOND ETF 150.0 $15K 0.00% -585.0 -79.6% $102.16 -1.2%
990 EXPO EXPONENT INC COM Industrials 260.0 $15K 0.00% -427.0 -62.1% $58.76 +19.5%
991 VTRS VIATRIS INC COM Healthcare 960.0 $15K 0.00% -552.0 -36.5% $15.88 +2.8%
992 IP INTERNATIONAL PAPER CO COM Consumer Cyclical 400.0 $15K 0.00% -128.0 -24.2% $38.10 +8.9%
993 VONG VANGUARD RUSSELL 1000 GROWTH ETF 118.0 $15K 0.00% +54.0 +84.4% $127.81 -1.4%
994 SCHP SCHWAB US TIPS ETF 568.0 $15K 0.00% +536.0 +1675.0% $26.50 -2.0%
995 BSMS INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF 640.0 $15K 0.00% $23.44 +0.1%
996 IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 362.0 $15K 0.00% $41.43 +8.8%
997 DVN DEVON ENERGY CORP NEW COM Energy 362.0 $15K 0.00% -162.0 -30.9% $41.32 +18.8%
998 CRWV COREWEAVE INC COM CL A Technology 150.0 $15K 0.00% $99.54 -11.7%
999 VT VANGUARD TOTAL WORLD STOCK ETF 95.0 $15K 0.00% NEW $156.95 +2.4%
1000 WTW WILLIS TOWERS WATSON PLC LTD SHS Financial Services 57.0 $15K 0.00% -48.0 -45.7% $261.37 +30.8%
Page 50 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%