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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 6 of 66  ·  1,315 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AVDE AVANTIS INTERNATIONAL EQUITY ETF 27,221.0 $2.4M 0.17% +7K +32.6% $89.20 +5.7%
102 FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 49,778.0 $2.4M 0.17% -26K -34.0% $48.18 +5.2%
103 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 28,560.0 $2.4M 0.17% +4K +14.6% $83.75 +2.3%
104 UNP UNION PAC CORP COM Industrials 8,698.0 $2.4M 0.17% -351.0 -3.9% $272.02 +13.2%
105 IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF 100,760.0 $2.3M 0.16% +36K +54.8% $23.16 -0.5%
106 AMT AMERICAN TOWER CORP COM Real Estate 14,036.0 $2.3M 0.16% -618.0 -4.2% $163.57 +7.5%
107 MU MICRON TECHNOLOGY INC COM Technology 1,979.0 $2.3M 0.16% +1K +157.0% $1154.29 -16.2%
108 CAT CATERPILLAR INC COM Industrials 2,057.0 $2.2M 0.15% -71.0 -3.3% $1064.73 -22.2%
109 HGER HARBOR COMMODITY ALL-WEATHER STRATEGY ETF 74,487.0 $2.2M 0.15% +2K +2.1% $29.34 +19.9%
110 IWM ISHARES RUSSELL 2000 ETF 7,121.0 $2.1M 0.15% -312.0 -4.2% $300.45 -0.2%
111 IJK ISHARES S&P MID-CAP 400 GROWTH ETF 18,122.0 $2.1M 0.15% +1K +7.9% $117.50 -1.7%
112 BX BLACKSTONE INC COM Financial Services 18,038.0 $2.1M 0.15% -15K -46.2% $117.67 +21.9%
113 HDV ISHARES CORE HIGH DIVIDEND ETF 76,627.0 $2.1M 0.15% +62K +420.9% $27.41 +8.8%
114 SU SUNCOR ENERGY INC NEW COM Energy 38,869.0 $2.1M 0.15% +832.0 +2.2% $53.68 +27.5%
115 VXF VANGUARD EXTENDED MARKET ETF 8,433.0 $2.1M 0.14% $246.21 -0.3%
116 ACWX ISHARES MSCI ACWI EX U.S. ETF 27,074.0 $2.1M 0.14% -8K -23.1% $76.11 +2.4%
117 EEM ISHARES MSCI EMERGING MARKETS ETF 29,757.0 $2.0M 0.14% +2K +5.7% $68.41 -1.9%
118 DVY ISHARES SELECT DIVIDEND ETF 12,972.0 $2.0M 0.14% +1K +12.8% $156.31 +5.0%
119 KO COCA COLA CO COM Consumer Defensive 24,927.0 $2.0M 0.14% +2K +7.4% $81.27 +12.1%
120 IJJ ISHARES S&P MID-CAP 400 VALUE ETF 13,619.0 $2.0M 0.14% +961.0 +7.6% $147.73 +0.9%
Page 6 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%