BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 65 of 66  ·  1,315 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 CNH INDL N V SHS 27.0 $303.0 +24.0 +800.0% $11.22
1282 LCID LUCID GROUP INC COM NEW Consumer Cyclical 42.0 $281.0 $6.69 -17.6%
1283 PGX INVESCO PREFERRED ETF 25.0 $271.0 $10.84 -2.2%
1284 OPK OPKO HEALTH INC COM Healthcare 180.0 $270.0 $1.50 -1.3%
1285 HAL HALLIBURTON CO COM Energy 8.0 $257.0 -486.0 -98.4% $32.12 +10.0%
1286 BHF BRIGHTHOUSE FINL INC COM Financial Services 4.0 $253.0 NEW $63.25 -17.4%
1287 APTIV PLC COM SHS 4.0 $246.0 NEW $61.50
1288 EL LAUDER ESTEE COS INC CL A Consumer Defensive 3.0 $237.0 -45.0 -93.8% $79.00 +29.0%
1289 PHK PIMCO HIGH INCOME FD COM SHS Financial Services 49.0 $228.0 $4.65 -2.2%
1290 ELME COMMUNITIES SH BEN INT 150.0 $222.0 $1.48
1291 OWL BLUE OWL CAPITAL INC COM CL A Financial Services 24.0 $210.0 -15.0 -38.5% $8.75 +33.4%
1292 TRMB TRIMBLE INC COM Technology 4.0 $205.0 NEW $51.25 +17.6%
1293 NOK NOKIA CORP SPONSORED ADR Technology 15.0 $199.0 $13.27 -23.1%
1294 ALLY ALLY FINL INC COM Financial Services 4.0 $184.0 $46.00 -6.7%
1295 GLTR ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF Financial Services 1.0 $181.0 NEW $181.00 +15.8%
1296 ABNB AIRBNB INC COM CL A Consumer Cyclical 1.0 $143.0 -74.0 -98.7% $143.00 +31.0%
1297 BCE BCE INC COM NEW Communication Services 5.0 $108.0 $21.60 +9.8%
1298 SPB SPECTRUM BRANDS HLDGS INC NEW COM Consumer Defensive 1.0 $86.0 $86.00 +1.1%
1299 BIOHAVEN LTD COM 5.0 $74.0 $14.80
1300 BRBR BELLRING BRANDS INC COMMON STOCK Consumer Defensive 5.0 $65.0 $13.00 -21.6%
Page 65 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%