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Portfolio (Quarterly) Guide ↗

Harbor Asset Planning, Inc.

· CIK 0002077050
13F Portfolio $133M AUM 2,028 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 416 New
Page 21 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 SOLV SOLVENTUM CORP Healthcare 12.0 $926.0 0.00% NEW $77.17 +18.1%
402 MJ AMPLIFY ETF TR 36.0 $919.0 0.00% NEW $25.53 +3.9%
403 VTRS VIATRIS INC Healthcare 47.0 $745.0 0.00% NEW $15.85 +3.1%
404 EMN EASTMAN CHEM CO Basic Materials 10.0 $676.0 0.00% NEW $67.60 +8.0%
405 WBD WARNER BROS DISCOVERY INC Communication Services 25.0 $667.0 0.00% NEW $26.68 +7.8%
406 XOP SPDR SERIES TRUST 4.0 $642.0 NEW $160.50 +15.9%
407 HRTS TEMA ETF TRUST 15.0 $544.0 NEW $36.27 +3.8%
408 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 26.0 $453.0 NEW $17.42 +15.8%
409 BP BP PLC Energy 9.0 $338.0 NEW $37.56 +12.2%
410 AGNC AGNC INVT CORP Real Estate 28.0 $302.0 NEW $10.79 +1.1%
411 NATL NCR ATLEOS CORPORATION Technology 6.0 $260.0 NEW $43.33 +6.8%
412 PEJ INVESCO EXCHANGE TRADED FD T 3.0 $201.0 NEW $67.00 -0.1%
413 DIANA SHIPPING INC 434.0 $65.0 NEW $0.15
414 KD KYNDRYL HLDGS INC Technology 5.0 $57.0 NEW $11.40 +15.8%
415 GSK GSK PLC Healthcare 1.0 $48.0 NEW $48.00 +5.9%
416 NEE NEXTERA ENERGY INC Utilities $41.0 NEW
Page 21 of 21  ·  416 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
Technology 36.2%
Communication Services 18.7%
Financial Services 12.8%
Healthcare 9.4%
Consumer Cyclical 8.5%
Consumer Defensive 3.9%
Industrials 3.8%
Energy 3.0%
Utilities 3.0%
Real Estate 0.5%