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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 8 of 66  ·  1,315 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 XMHQ INVESCO S&P MIDCAP QUALITY ETF 14,725.0 $1.7M 0.12% -1K -8.6% $112.88 +5.7%
142 VO VANGUARD MID-CAP ETF 20,494.0 $1.7M 0.12% +15K +244.0% $80.57 +3.0%
143 EQIX EQUINIX INC COM Real Estate 1,577.0 $1.6M 0.12% -39.0 -2.4% $1042.39 +2.2%
144 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Technology 1,699.0 $1.6M 0.11% +1K +421.2% $965.00 -11.9%
145 IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF 74,273.0 $1.6M 0.11% +40K +114.5% $21.80 -0.9%
146 PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 27,368.0 $1.6M 0.11% +2K +6.2% $58.92 -4.3%
147 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 35,232.0 $1.6M 0.11% -355.0 -1.0% $45.34 -5.7%
148 QUS STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF 8,435.0 $1.6M 0.11% -5K -36.9% $186.86 +4.2%
149 BERKSHIRE HATHAWAY INC DEL CL A 2.0 $1.5M 0.10% $748850.00
150 IYW ISHARES U.S. TECHNOLOGY ETF 5,898.0 $1.5M 0.10% +168.0 +2.9% $252.23 -2.0%
151 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 27,968.0 $1.5M 0.10% -2K -7.8% $53.11 +19.8%
152 REGN REGENERON PHARMACEUTICALS COM Healthcare 2,382.0 $1.5M 0.10% -117.0 -4.7% $623.54 +33.8%
153 MRK MERCK & CO INC COM Healthcare 11,386.0 $1.5M 0.10% -701.0 -5.8% $128.49 +18.7%
154 CSX CSX CORP COM Industrials 30,696.0 $1.5M 0.10% -160.0 -0.5% $47.53 +8.5%
155 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 3,647.0 $1.5M 0.10% -263.0 -6.7% $397.68 -4.7%
156 RRC RANGE RES CORP COM Energy 38,606.0 $1.4M 0.10% +318.0 +0.8% $37.19 +10.4%
157 UBER UBER TECHNOLOGIES INC COM Technology 19,829.0 $1.4M 0.10% -19K -48.3% $72.16 +9.2%
158 QCOM QUALCOMM INC COM Technology 7,706.0 $1.4M 0.10% -705.0 -8.4% $184.78 -13.0%
159 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 13,945.0 $1.4M 0.10% -8K -36.7% $100.28 +7.8%
160 SCZ ISHARES MSCI EAFE SMALL-CAP ETF 16,599.0 $1.4M 0.10% -87.0 -0.5% $82.27 +5.3%
Page 8 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%