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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 62 of 66  ·  1,315 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 KGC KINROSS GOLD CORP COM Basic Materials 60.0 $1K NEW $23.62 +38.7%
1222 BBHY JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF 30.0 $1K NEW $46.10 -0.6%
1223 RELX RELX PLC SPONSORED ADR Communication Services 43.0 $1K $31.67 +13.4%
1224 SLVM SYLVAMO CORP COMMON STOCK Basic Materials 36.0 $1K $37.81 -2.7%
1225 OCCIDENTAL PETE CORP WT EXP 080327 51.0 $1K $26.63
1226 TECK TECK RESOURCES LTD CL B Basic Materials 22.0 $1K NEW $59.45 +16.4%
1227 SSNC SS&C TECH HLDGS COM Technology 20.0 $1K NEW $62.05 +33.7%
1228 SWK STANLEY BLACK & DECKER INC COM Industrials 12.0 $1K -68.0 -85.0% $94.08 +6.3%
1229 ETH GRAYSCALE ETHEREUM STAKING MINI ETF Financial Services 75.0 $1K $15.03 +53.3%
1230 TFLO ISHARES TREASURY FLOATING RATE BOND ETF 22.0 $1K $50.64 -0.0%
1231 TIP ISHARES TIPS BOND ETF 10.0 $1K $109.40 -2.1%
1232 RUM RUM GROUP INC COM CL A Technology 166.0 $1K $6.34 +42.8%
1233 PRTA PROTHENA CORP PLC SHS Healthcare 100.0 $979.0 $9.79 -3.5%
1234 SKM SK TELECOM CO LTD SPONSORED ADR Communication Services 30.0 $965.0 NEW $32.17 +25.3%
1235 VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 21.0 $942.0 $44.86 +1.9%
1236 HLN HALEON PLC SPON ADS Healthcare 100.0 $933.0 $9.33 +7.2%
1237 DOC HEALTHPEAK PROPERTIES INC COM Real Estate 43.0 $920.0 -153.0 -78.1% $21.40 +0.0%
1238 NWL NEWELL BRANDS INC COM Consumer Defensive 149.0 $915.0 $6.14 -0.8%
1239 IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 18.0 $911.0 -253.0 -93.4% $50.61 -1.7%
1240 MCO MOODYS CORP COM Financial Services 2.0 $906.0 -16.0 -88.9% $453.00 +11.1%
Page 62 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%