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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 9 of 66  ·  1,315 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SIL GLOBAL X SILVER MINERS ETF 17,611.0 $1.4M 0.10% -4K -17.7% $77.46 +28.5%
162 SII SPROTT INC COM NEW Financial Services 12,059.0 $1.4M 0.10% -3K -18.2% $112.65 +17.5%
163 KRE STATE STREET SPDR S&P REGIONAL BANKING ETF 17,838.0 $1.3M 0.09% NEW $74.85 +0.0%
164 CEG CONSTELLATION ENERGY CORP COM Utilities 5,300.0 $1.3M 0.09% -4K -42.6% $248.37 +9.9%
165 JIRE JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF 15,909.0 $1.3M 0.09% +16K +5602.1% $82.49 +3.4%
166 FDX FEDEX CORP COM Industrials 4,190.0 $1.3M 0.09% -242.0 -5.5% $313.09 +3.8%
167 MRVL MARVELL TECHNOLOGY INC COM Technology 4,363.0 $1.3M 0.09% +4K +752.1% $297.89 -20.4%
168 DUK DUKE ENERGY CORP NEW COM NEW Utilities 10,195.0 $1.3M 0.09% +3K +33.8% $126.58 -5.3%
169 STE STERIS PLC SHS USD Healthcare 6,092.0 $1.3M 0.09% +6K +5339.3% $210.57 +13.0%
170 CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 14,139.0 $1.3M 0.09% -2K -12.1% $89.85 +5.6%
171 SLB SLB LIMITED COM STK Energy 26,800.0 $1.2M 0.09% +25K +1615.8% $46.49 +15.9%
172 PLD PROLOGIS INC. COM Real Estate 9,057.0 $1.2M 0.09% -157.0 -1.7% $135.47 +4.7%
173 WPC WP CAREY INC COM Real Estate 17,072.0 $1.2M 0.09% $71.50 -0.4%
174 PEP PEPSICO INC COM Consumer Defensive 9,001.0 $1.2M 0.09% -441.0 -4.7% $135.39 +6.0%
175 GNRC GENERAC HLDGS INC COM Industrials 4,135.0 $1.2M 0.08% -1K -20.6% $292.81 -29.7%
176 BK BANK OF NY MELLON CORP COM Financial Services 8,356.0 $1.2M 0.08% $144.61 -1.9%
177 DGRS WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND 20,300.0 $1.2M 0.08% +9K +76.5% $59.35 +1.4%
178 PNC PNC FINL SVCS GROUP INC COM Financial Services 4,859.0 $1.2M 0.08% -116.0 -2.3% $246.22 -1.3%
179 NTRA NATERA INC COM Healthcare 4,389.0 $1.2M 0.08% +2K +118.0% $271.45 +22.3%
180 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 13,852.0 $1.2M 0.08% +4K +38.6% $85.49 +2.6%
Page 9 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%