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Portfolio (Quarterly) Guide ↗

HARBOR INVESTMENT ADVISORY, LLC

· CIK 0001468792
13F Portfolio $1.3B AUM 1,230 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 110 New 405 Added 189 Reduced 58 Exited
Page 31 of 62  ·  1,229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF 3,065.0 $65K 0.01% $21.15 -1.1%
602 XMMO INVESCO S&P MIDCAP MOMENTUM ETF 465.0 $64K 0.01% $138.46 +21.8%
603 SAP SAP SE SPON ADR Technology 264.0 $64K 0.01% +20.0 +8.2% $242.75 -25.4%
604 TFC TRUIST FINL CORP COM Financial Services 1,295.0 $64K 0.01% +266.0 +25.9% $49.21 -2.7%
605 QQXT FIRST TRUST NASDAQ-100 EX-TECHNOLOGY SECTOR INDEX FUND 640.0 $64K 0.01% $99.44 -1.1%
606 PRU PRUDENTIAL FINL INC COM Financial Services 561.0 $63K 0.01% $112.88 -9.6%
607 RBLX ROBLOX CORP CL A Technology 776.0 $63K 0.01% $81.03 -41.3%
608 PLOW DOUGLAS DYNAMICS INC COM Consumer Cyclical 1,922.0 $63K 0.01% $32.65 +36.0%
609 KR KROGER CO COM Consumer Defensive 1,001.0 $63K 0.01% +941.0 +1568.3% $62.48 -1.1%
610 VGK VANGUARD FTSE EUROPE ETF 744.0 $62K 0.01% +530.0 +247.7% $83.61 +6.8%
611 RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 895.0 $62K 0.01% $69.47 +8.7%
612 SEIC SEI INVTS CO COM Financial Services 755.0 $62K 0.01% +105.0 +16.1% $82.02 +8.1%
613 A AGILENT TECHNOLOGIES INC COM Healthcare 455.0 $62K 0.01% $136.07 +0.9%
614 INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JULY 2026 2,128.0 $62K 0.01% $29.07
615 DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 1,230.0 $61K 0.01% $49.90 +11.8%
616 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 732.0 $61K 0.01% +590.0 +415.5% $83.75 -1.0%
617 DG DOLLAR GEN CORP NEW COM Consumer Defensive 461.0 $61K 0.01% -33.0 -6.7% $132.77 -17.7%
618 GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF 1,417.0 $61K 0.01% $42.94 +7.2%
619 LAFFER TENGLER EQUITY INCOME ETF 1,680.0 $61K 0.01% $36.13
620 GL GLOBE LIFE INC COM Financial Services 432.0 $60K 0.01% $139.86 +11.1%
Page 31 of 62  ·  1,229 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 29.3%
Technology 24.0%
Financial Services 16.8%
Communication Services 10.5%
Healthcare 7.0%
Industrials 4.3%
Consumer Defensive 2.5%
Energy 1.9%
Utilities 1.4%
Real Estate 1.2%