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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 61 of 66  ·  1,315 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 RGTI RIGETTI COMPUTING INC COMMON STOCK Technology 100.0 $2K NEW $19.32 -7.3%
1202 OGN ORGANON & CO COMMON STOCK Healthcare 141.0 $2K -30.0 -17.5% $13.54 +1.6%
1203 DLB DOLBY LABORATORIES INC COM CL A Technology 36.0 $2K $52.58 +24.1%
1204 KWEB KRANESHARES CSI CHINA INTERNET ETF 77.0 $2K $24.47 +9.0%
1205 FBIN FORTUNE BRANDS INNOVATIONS INC COM Industrials 34.0 $2K +6.0 +21.4% $54.91 -18.9%
1206 JPMB JPMORGAN USD EMERGING MARKETS SOVEREIGN BOND ETF 45.0 $2K NEW $40.31 -1.8%
1207 ALC ALCON AG ORD SHS Healthcare 27.0 $2K $67.11 +9.7%
1208 ETHA ISHARES ETHEREUM TRUST ETF Financial Services 150.0 $2K +50.0 +50.0% $11.89 +53.4%
1209 TOLZ PROSHARES DJ BROOKFIELD GLOBAL INFRASTRUCTURE ETF 30.0 $2K $59.27 -0.5%
1210 CHRW C H ROBINSON WORLDWIDE IN COM NEW Industrials 9.0 $2K +4.0 +80.0% $188.33 -24.8%
1211 FLEX FLEX LTD ORD Technology 10.0 $2K NEW $162.10 -31.9%
1212 OXBRIDGE RE HLDGS LTD WT EXP 032629 24,000.0 $2K $0.07
1213 MICC MAGNUM ICE CREAM CO NV ORD SHS Consumer Defensive 90.0 $2K NEW $17.42 +14.6%
1214 NGVC NATURAL GROCERS BY VITAMIN COM Consumer Defensive 50.0 $2K $31.02 -11.0%
1215 OUNZ VANECK MERK GOLD ETF Financial Services 40.0 $2K NEW $38.60 +14.9%
1216 NIO NIO INC SPON ADS Consumer Cyclical 301.0 $2K $5.06 -8.5%
1217 DKNG DRAFTKINGS INC NEW COM CL A Consumer Cyclical 60.0 $2K -19K -99.7% $25.27 +3.6%
1218 RTO RENTOKIL INITIAL PLC SPONSORED ADR Industrials 52.0 $1K $28.62 -17.4%
1219 DTM DT MIDSTREAM INC COMMON STOCK Energy 10.0 $1K $146.70 -13.6%
1220 BAX BAXTER INTL INC COM Healthcare 67.0 $1K -100.0 -59.9% $21.31 +23.6%
Page 61 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%