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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 34 of 62  ·  1,229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 JPC NUVEEN PFD & INCOME OPPORTUNIT COM Financial Services 6,248.0 $51K 0.00% $8.11 -2.2%
662 JULH INNOVATOR PREMIUM INCOME 20 BARRIER ETF - JULY 2,020.0 $50K 0.00% $24.93 +0.5%
663 LSTR LANDSTAR SYS INC COM Industrials 350.0 $50K 0.00% $143.70 +44.3%
664 COP CONOCOPHILLIPS COM Energy 535.0 $50K 0.00% -590.0 -52.4% $93.61 +21.3%
665 NUVEEN S&P 500 BUY-WRITE INCOM COM 3,400.0 $50K 0.00% +932.0 +37.8% $14.70
666 LMAT LEMAITRE VASCULAR INC COM Healthcare 615.0 $50K 0.00% $81.10 +16.9%
667 BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 1,376.0 $50K 0.00% $36.23 +11.3%
668 KAI KADANT INC COM Industrials 174.0 $50K 0.00% $285.02 +12.3%
669 NTRS NORTHERN TR CORP COM Financial Services 363.0 $50K 0.00% +43.0 +13.4% $136.59 +21.6%
670 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 713.0 $49K 0.00% +65.0 +10.0% $68.36 -16.0%
671 DEO DIAGEO PLC SPON ADR NEW Consumer Defensive 554.0 $48K 0.00% -12.0 -2.1% $86.27 -3.6%
672 EXPO EXPONENT INC COM Industrials 687.0 $48K 0.00% -283.0 -29.2% $69.46 -16.1%
673 KNG FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF 970.0 $48K 0.00% $49.15 -0.9%
674 LUV SOUTHWEST AIRLS CO COM Industrials 1,147.0 $47K 0.00% $41.33 +6.1%
675 MSCI MSCI INC COM Financial Services 82.0 $47K 0.00% +70.0 +583.3% $573.73 +11.2%
676 PEG PUBLIC SVC ENTERPRISE GRP INC COM Utilities 578.0 $46K 0.00% +89.0 +18.2% $80.30 -2.2%
677 LEN LENNAR CORP CL A Consumer Cyclical 450.0 $46K 0.00% +45.0 +11.1% $102.80 -11.4%
678 FIXT TCW CORE PLUS BOND ETF 1,190.0 $45K 0.00% $38.22 -1.3%
679 HQY HEALTHEQUITY INC COM Healthcare 493.0 $45K 0.00% -215.0 -30.4% $91.61 -4.7%
680 IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 850.0 $45K 0.00% +500.0 +142.9% $52.88 -0.6%
Page 34 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%