HARBOR INVESTMENT ADVISORY, LLC Q4 2025 Filing

Filed January 7, 2026

Portfolio Value

$1.3B

Holdings

1,223

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (1,223 positions)

StockValue
ULTAULTA BEAUTY INC COM
$434K
PFFISHARES PREFERRED & INCOME SECURITIES ETF
$432K
SPMDSTATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF
$424K
PSXPHILLIPS 66 COM
$423K
CMICUMMINS INC COM
$420K
CSGPCOSTAR GROUP INC COM
$415K
BNDVANGUARD TOTAL BOND MARKET ETF
$408K
QQEWFIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF
$405K
NOWSERVICENOW INC COM
$399K
ENBENBRIDGE INC COM
$397K
SCHDSCHWAB US DIVIDEND EQUITY ETF
$395K
IYRISHARES U.S. REAL ESTATE ETF
$395K
NVONOVO-NORDISK A S ADR
$389K
CWCOCONSOLIDATED WATER CO INC ORD
$389K
VEEVVEEVA SYS INC CL A COM
$385K
AMRZAMRIZE LTD SHS
$378K
REGLPROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF
$373K
MPCMARATHON PETE CORP COM
$372K
ALSALLSTATE CORP COM
$371K
ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF
$368K
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
$365K
FBCGFIDELITY BLUE CHIP GROWTH ETF
$364K
PEOEXELON CORP COM
$361K
FDISFIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF
$360K
IFRAISHARES U.S. INFRASTRUCTURE ETF
$347K
UTHUNITED THERAPEUTICS CORP DEL COM
$347K
AVDVAVANTIS INTERNATIONAL SMALL CAP VALUE ETF
$345K
QTECFIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND
$339K
YOUCLEAR SECURE INC COM CL A
$334K
EWJISHARES MSCI JAPAN ETF
$327K
AZNASTRAZENECA PLC SPONSORED ADR
$325K
BSVVANGUARD SHORT-TERM BOND ETF
$325K
TXNTEXAS INSTRS INC COM
$324K
TLHISHARES 10-20 YEAR TREASURY BOND ETF
$321K
MAINMAIN STR CAP CORP COM
$319K
INFYINFOSYS LTD SPONSORED ADR
$316K
SHAKSHAKE SHACK INC CL A
$314K
PPAINVESCO AEROSPACE & DEFENSE ETF
$309K
HCAHCA HEALTHCARE INC COM
$307K
CDNSCADENCE DESIGN SYSTEM INC COM
$306K
ETENERGY TRANSFER L P COM UT LTD PTN
$304K
EPIWISDOMTREE INDIA EARNINGS FUND
$303K
NSCNORFOLK SOUTHN CORP COM
$303K
KKRKKR & CO INC COM
$301K
OEFISHARES S&P 100 ETF
$301K
VHTVANGUARD HEALTH CARE ETF
$301K
SHWSHERWIN WILLIAMS CO COM
$300K
CGXUCAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
$299K
CGCARLYLE GROUP INC COM
$295K
TMOTHERMO FISHER SCIENTIFIC INC COM
$292K
AMATAPPLIED MATLS INC COM
$291K
MMM3M CO COM
$288K
BABAALIBABA GROUP HLDG LTD SPONSORED ADS
$288K
ILCVISHARES MORNINGSTAR VALUE ETF
$287K
LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
$286K
DISDISNEY WALT CO COM
$286K
NSYNICE LTD SPONSORED ADR
$286K
ADBEADOBE INC COM
$282K
DELLDELL TECHNOLOGIES INC CL C
$270K
YUMYUM BRANDS INC COM
$262K
IDXXIDEXX LABS INC COM
$262K
FANGDIAMONDBACK ENERGY INC COM
$262K
VWOVANGUARD FTSE EMERGING MARKETS ETF
$260K
BLDTOPBUILD CORP COM
$259K
CPRTCOPART INC COM
$256K
OMFONEMAIN HLDGS INC COM
$254K
COINCOINBASE GLOBAL INC COM CL A
$252K
SCHMSCHWAB U.S. MID-CAP ETF
$249K
LNGCHENIERE ENERGY INC COM NEW
$247K
NVRNVR INC COM
$247K
ICEINTERCONTINENTAL EXCHANGE INC COM
$245K
ILCGISHARES MORNINGSTAR GROWTH ETF
$241K
MDLZMONDELEZ INTL INC CL A
$240K
CITCINTAS CORP COM
$238K
PRMPERIMETER SOLUTIONS INC COMMON STOCK
$238K
IXNISHARES GLOBAL TECH ETF
$236K
VVVANGUARD LARGE-CAP ETF
$235K
A4SAMERIPRISE FINL INC COM
$233K
BTTBLACKROCK MUN TARGET TERM TR COM SHS BEN IN
$233K
XLFSTATE STREET FINANCIAL SELECT SECTOR SPDR ETF
$230K
NVSNNOVARTIS AG SPONSORED ADR
$226K
ORLYOREILLY AUTOMOTIVE INC COM
$225K
PFEPFIZER INC COM
$225K
GBCIGLACIER BANCORP INC NEW COM
$223K
NUVNUVEEN MUN VALUE FD INC COM
$222K
MUMICRON TECHNOLOGY INC COM
$219K
ENVXENOVIX CORPORATION COM
$219K
ITWILLINOIS TOOL WKS INC COM
$215K
MDYSPDR S&P MIDCAP 400 ETF TRUST
$214K
TRVTRAVELERS COMPANIES INC COM
$211K
XYZBLOCK INC CL A
$210K
DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND
$209K
KNSLKINSALE CAP GROUP INC COM
$208K
PDPINVESCO DORSEY WRIGHT MOMENTUM ETF
$208K
PPGPPG INDS INC COM
$206K
SRESEMPRA COM
$205K
ROPROPER TECHNOLOGIES INC COM
$204K
JCIJOHNSON CTLS INTL PLC SHS
$203K
ANETARISTA NETWORKS INC COM SHS
$203K
FDSFACTSET RESH SYS INC COM
$202K
PreviousPage 4 of 13Next