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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 62 of 62  ·  1,229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 RIG TRANSOCEAN LTD REGISTERED SHS Energy 6.0 $25.0 $4.17 +55.5%
1222 ONL ORION PROPERTIES INC COM Real Estate 10.0 $23.0 $2.30 +30.0%
1223 CRON CRONOS GROUP INC COM Healthcare 5.0 $13.0 $2.60 +5.0%
1224 BZUN BAOZUN INC SPONSORED ADR Consumer Cyclical 4.0 $11.0 NEW $2.75 -5.8%
1225 ALZN ALZAMEND NEURO INC COM NEW 2025 Healthcare 1.0 $2.0 $2.00 -42.5%
1226 EE EXCELERATE ENERGY INC CL A COM Utilities $1.0 NEW
1227 PTIX PROTAGENIC THERAPEUTICS INC COM Healthcare 1.0 $1.0 $1.00 -53.5%
1228 GINKGO BIOWORKS HOLDINGS INC WT EXP 091626 140.0 $1.0 $0.01
1229 CENNTRO INC COM 1.0
Page 62 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%