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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 60 of 66  ·  1,315 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 EDAP EDAP TMS S A SPONSORED ADR Healthcare 500.0 $3K $5.18 -0.6%
1182 JEMA JPMORGAN ACTIVEBUILDERS EMERGING MARKETS EQUITY ETF 40.0 $3K NEW $63.88 -2.5%
1183 STM STMICROELECTRONICS N V NY REGISTRY Technology 34.0 $3K $74.88 -32.5%
1184 BBY BEST BUY INC COM Consumer Cyclical 33.0 $3K -98.0 -74.8% $75.88 +13.2%
1185 OZK BANK OZK LITTLE ROCK ARK COM Financial Services 48.0 $2K $52.08 -5.1%
1186 JADE JPMORGAN ACTIVE DEVELOPING MARKETS EQUITY ETF 31.0 $2K NEW $80.13 -0.0%
1187 FULT FULTON FINL CORP PA COM Financial Services 100.0 $2K NEW $24.19 -2.3%
1188 ABUS ARBUTUS BIOPHARMA CORP COM Healthcare 500.0 $2K $4.80 +8.5%
1189 ALGT ALLEGIANT TRAVEL CO COM Industrials 20.0 $2K $117.60 -30.4%
1190 ARW ARROW ELECTRS INC COM Technology 11.0 $2K $213.45 -1.2%
1191 VNT VONTIER CORPORATION COM Technology 80.0 $2K $29.00 +13.7%
1192 KIM KIMCO REALTY CORP COM Real Estate 87.0 $2K -242.0 -73.6% $25.34 -5.2%
1193 JDIV JPMORGAN DIVIDEND LEADERS ETF 39.0 $2K NEW $56.33 +3.3%
1194 AMTM AMENTUM HOLDINGS INC COM Industrials 106.0 $2K $20.67 +4.0%
1195 GLAD GLADSTONE CAP CORP COM NEW Financial Services 110.0 $2K NEW $19.42 +1.3%
1196 LCII LCI INDS COM Consumer Cyclical 20.0 $2K $105.90 -3.7%
1197 MAT MATTEL INC COM Consumer Cyclical 152.0 $2K $13.88 +4.5%
1198 SNY SANOFI SA SPONSORED ADR Healthcare 49.0 $2K -59.0 -54.6% $42.65 +7.5%
1199 STEP STEPSTONE GROUP INC COM CL A Financial Services 50.0 $2K NEW $41.36 +20.9%
1200 SMR NUSCALE PWR CORP CL A COM Utilities 200.0 $2K NEW $10.03 -6.3%
Page 60 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%