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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 53 of 66  ·  1,315 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 CHTR CHARTER COMMUNICATIONS INC CL A Communication Services 71.0 $10K 0.00% -1.0 -1.4% $142.21 +5.6%
1042 CFG CITIZENS FINL GROUP INC COM Financial Services 144.0 $10K 0.00% -209.0 -59.2% $70.07 -0.3%
1043 AWK AMERICAN WTR WKS CO INC NEW COM Utilities 76.0 $10K 0.00% $131.58 +2.9%
1044 ALB ALBEMARLE CORP COM Basic Materials 74.0 $10K 0.00% -86.0 -53.8% $135.03 +6.1%
1045 ROK ROCKWELL AUTOMATION INC COM Industrials 20.0 $10K 0.00% -2.0 -9.1% $495.10 -11.7%
1046 CGW INVESCO S&P GLOBAL WATER INDEX ETF 150.0 $10K 0.00% $65.73 -1.0%
1047 ACP ABRDN INCOME CREDIT STRATEGIES COM Financial Services 1,893.0 $10K 0.00% $5.20 -2.1%
1048 RIG TRANSOCEAN LTD REGISTERED SHS Energy 2,006.0 $10K 0.00% +2K +10000.0% $4.89 +21.1%
1049 SNA SNAP ON INC COM Industrials 24.0 $10K 0.00% -8.0 -25.0% $402.42 -2.2%
1050 ACA ARCOSA INC COM Industrials 66.0 $10K 0.00% $145.29 -0.3%
1051 ETHE GRAYSCALE ETHEREUM STAKING ETF Financial Services 751.0 $10K 0.00% $12.76 +52.4%
1052 SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 89.0 $9K 0.00% -145.0 -62.0% $106.47 -0.2%
1053 FLAGSTAR BANK NATIONAL ASSOCIA COM NEW 633.0 $9K 0.00% $14.94
1054 SGDM SPROTT GOLD MINERS ETF 150.0 $9K 0.00% +50.0 +50.0% $62.87 +36.0%
1055 CSL CARLISLE COS INC COM Industrials 25.0 $9K 0.00% $362.76 +1.4%
1056 CLX CLOROX CO DEL COM Consumer Defensive 95.0 $9K 0.00% $95.44 +11.8%
1057 EVH EVOLENT HEALTH INC CL A Healthcare 1,658.0 $9K 0.00% $5.42 -12.5%
1058 BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 440.0 $9K 0.00% $20.37 +0.1%
1059 NVTS NAVITAS SEMICONDUCTOR CORP COM Technology 500.0 $9K 0.00% $17.92 -27.6%
1060 ESGE ISHARES ESG AWARE MSCI EM ETF 160.0 $9K 0.00% $54.69 -1.4%
Page 53 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%