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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 52 of 66  ·  1,315 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 GBX GREENBRIER COS INC COM Industrials 250.0 $12K 0.00% $49.01 -6.0%
1022 REGCO REGENCY CTRS CORP COM 153.0 $12K 0.00% $79.74
1023 DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 221.0 $12K 0.00% +18.0 +8.9% $55.01 +4.4%
1024 BIDU BAIDU INC SPON ADR REP A Communication Services 105.0 $12K 0.00% $114.29 -18.4%
1025 IPAY AMPLIFY DIGITAL PAYMENTS ETF 260.0 $12K 0.00% $46.10 +13.4%
1026 BSMV INVESCO BULLETSHARES 2031 MUNICIPAL BOND ETF 570.0 $12K 0.00% NEW $20.98 -0.9%
1027 HPE HEWLETT PACKARD ENTERPRISE CO COM Technology 263.0 $12K 0.00% -36.0 -12.0% $45.11 +18.5%
1028 RNG RINGCENTRAL INC CL A Technology 300.0 $12K 0.00% $38.98 +71.9%
1029 JCPB JPMORGAN CORE PLUS BOND ETF 244.0 $11K 0.00% NEW $46.94 -1.7%
1030 CDNA CAREDX INC COM Healthcare 400.0 $11K 0.00% $28.50 +70.6%
1031 OIH VANECK OIL SERVICES ETF 30.0 $11K 0.00% $372.03 +11.6%
1032 VSNT VERSANT MEDIA GROUP INC COM CL A Industrials 307.0 $11K 0.00% NEW $36.01 +7.6%
1033 SRRK SCHOLAR ROCK HLDG CORP COM Healthcare 200.0 $11K 0.00% -100.0 -33.3% $55.00 +2.7%
1034 FRSH FRESHWORKS INC CLASS A COM Technology 1,076.0 $11K 0.00% $10.12 +28.3%
1035 CBRE CBRE GROUP INC CL A Real Estate 80.0 $11K 0.00% -35.0 -30.4% $134.69 +12.9%
1036 RALLIANT CORP COM 142.0 $10K 0.00% $73.63
1037 EZU ISHARES MSCI EUROZONE ETF 150.0 $10K 0.00% $69.50 +2.9%
1038 AMLP ALERIAN MLP ETF 200.0 $10K 0.00% NEW $51.85 +5.6%
1039 IUSG ISHARES CORE S&P U.S. GROWTH ETF 55.0 $10K 0.00% -11.0 -16.7% $188.09 +0.9%
1040 SNPS SYNOPSYS INC COM Technology 23.0 $10K 0.00% -26.0 -53.1% $446.09 -10.8%
Page 52 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%