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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 32 of 62  ·  1,229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 PAYC PAYCOM SOFTWARE INC COM Technology 378.0 $60K 0.01% +5.0 +1.3% $159.36 -10.2%
622 AXON AXON ENTERPRISE INC COM Industrials 106.0 $60K 0.01% -5.0 -4.5% $567.93 -21.1%
623 SMIN ISHARES MSCI INDIA SMALL CAP ETF 860.0 $60K 0.01% -100.0 -10.4% $69.91 -2.9%
624 BIV VANGUARD INTERMEDIATE-TERM BOND ETF 771.0 $60K 0.01% -250.0 -24.5% $77.88 -1.3%
625 SLB SLB LIMITED COM STK Energy 1,562.0 $60K 0.01% -1K -43.0% $38.38 +43.4%
626 RWL INVESCO S&P 500 REVENUE ETF 521.0 $60K 0.00% $114.50 +11.2%
627 HPI HANCOCK JOHN PFD INCOME FD SH BEN INT Financial Services 3,675.0 $59K 0.00% -2K -29.0% $16.19 +0.4%
628 FNB F N B CORP COM Financial Services 3,458.0 $59K 0.00% $17.10 +2.5%
629 MELI MERCADOLIBRE INC COM Consumer Cyclical 29.0 $58K 0.00% -10.0 -25.6% $2014.28 -15.6%
630 SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 1,520.0 $58K 0.00% $38.32 +8.2%
631 PGIM S&P 500 BUFFER 20 ETF - APRIL 2,000.0 $58K 0.00% $28.98
632 BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF 1,736.0 $58K 0.00% +55.0 +3.3% $33.30 +49.1%
633 UDEC INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER 1,458.0 $58K 0.00% $39.64 +5.1%
634 CVIE CALVERT INTERNATIONAL RESPONSIBLE INDEX ETF 799.0 $57K 0.00% +281.0 +54.2% $71.30 +18.3%
635 OKE ONEOK INC NEW COM Energy 769.0 $57K 0.00% $73.50 +15.1%
636 MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 225.0 $56K 0.00% +70.0 +45.2% $250.31 +26.2%
637 NVDA PUT NVIDIA CORPORATION COM Technology 300.0 $56K 0.00% NEW $186.50 +16.2%
638 M MACYS INC COM Consumer Cyclical 2,500.0 $55K 0.00% $22.05 -0.4%
639 SCHI SCHWAB 5-10 YEAR CORPORATE BOND ETF 2,386.0 $55K 0.00% $22.97 -1.1%
640 UTF COHEN & STEERS INFRASTRUCTURE COM Financial Services 2,272.0 $55K 0.00% $24.11 +11.8%
Page 32 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%