HARBOR INVESTMENT ADVISORY, LLC Q1 2026 Filing

Filed April 23, 2026

Portfolio Value

$271.8B

Holdings

1,227

Report Date

Q1 2026

Filing Type

13F-HR

All Holdings (1,227 positions)

StockValue
WDCWESTERN DIGITAL CORP COM
$116K
IYJISHARES U.S. INDUSTRIALS ETF
$114K
SDYSTATE STREET SPDR S&P DIVIDEND ETF
$112K
ADIANALOG DEVICES INC COM
$111K
TTTRANE TECHNOLOGIES PLC SHS
$111K
NETCLOUDFLARE INC CL A COM
$109K
GPCGENUINE PARTS CO COM
$109K
LULULULULEMON ATHLETICA INC COM
$109K
DOVDOVER CORP COM
$107K
EMBCEMBECTA CORP COMMON STOCK
$106K
WSMWILLIAMS SONOMA INC COM
$105K
KNSLKINSALE CAP GROUP INC COM
$102K
VRSKVERISK ANALYTICS INC COM
$102K
AQLTISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF
$100K
KNCTINVESCO NEXT GEN CONNECTIVITY ETF
$97K
ZTSZOETIS INC CL A
$94K
EDCONSOLIDATED EDISON INC COM
$92K
XMESTATE STREET SPDR S&P METALS & MINING ETF
$91K
SOCLGLOBAL X SOCIAL MEDIA ETF
$87K
TPLTEXAS PACIFIC LAND CORPORATION COM
$85K
GILDGILEAD SCIENCES INC COM
$85K
EMEEMCOR GROUP INC COM
$83K
VFHVANGUARD FINANCIALS ETF
$82K
XLCSTATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF
$80K
ODFLOLD DOMINION FREIGHT LINE INC COM
$80K
BRBRBELLRING BRANDS INC COMMON STOCK
$80K
RGLDROYAL GOLD INC COM
$76K
MGVVANGUARD MEGA CAP VALUE ETF
$75K
MLMMARTIN MARIETTA MATLS INC COM
$75K
ESGUISHARES ESG AWARE MSCI USA ETF
$75K
VOXVANGUARD COMMUNICATION SERVICES ETF
$74K
FNVFRANCO NEV CORP COM
$74K
SPBSPECTRUM BRANDS HLDGS INC NEW COM
$74K
MRSHMARSH & MCLENNAN COS INC COM
$74K
STZCONSTELLATION BRANDS INC CL A
$71K
XMMOINVESCO S&P MIDCAP MOMENTUM ETF
$67K
OEFISHARES S&P 100 ETF
$67K
MTBM & T BK CORP COM
$66K
RSGREPUBLIC SVCS INC COM
$66K
WDAYWORKDAY INC CL A
$62K
RWLINVESCO S&P 500 REVENUE ETF
$60K
NVTNVENT ELEC PLC SHS
$59K
JKHYHENRY JACK & ASSOC INC COM
$56K
LSTRLANDSTAR SYS INC COM
$56K
NOWSERVICENOW INC COM
$56K
TYLTYLER TECHNOLOGIES INC COM
$55K
DVADAVITA INC COM
$55K
PGRPROGRESSIVE CORP COM
$55K
AONAON PLC SHS CL A
$55K
MUBISHARES NATIONAL MUNI BOND ETF
$54K
ELVELEVANCE HEALTH INC FORMERLY A COM
$53K
AG8AGILENT TECHNOLOGIES INC COM
$51K
RMERESMED INC COM
$50K
HWMHOWMET AEROSPACE INC COM
$48K
GSLCTR ACTIVEBETA US LARGE CAP EQUITY ETF
$48K
MTUMISHARES MSCI USA MOMENTUM FACTOR ETF
$44K
EOGEOG RES INC COM
$43K
PHPARKER-HANNIFIN CORP COM
$43K
ETRENTERGY CORP NEW COM
$43K
GWWWW GRAINGER INC COM
$43K
PAYCPAYCOM SOFTWARE INC COM
$43K
NTRSNORTHERN TR CORP COM
$42K
DGDOLLAR GEN CORP COM
$42K
BHVNBIOHAVEN LTD COM
$42K
STNESTONECO LTD COM CL A
$42K
GLGLOBE LIFE INC COM
$42K
DYHTARGET CORP COM
$42K
COINCOINBASE GLOBAL INC COM CL A
$41K
RYNRAYONIER INC COM
$41K
WDFCWD 40 CO COM
$41K
UTZUTZ BRANDS INC COM CL A
$40K
GWHESS TECH INC COM NEW
$39K
DONSTATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
$39K
ROADCONSTRUCTION PARTNERS INC COM CL A
$39K
AXONAXON ENTERPRISE INC COM
$38K
NATHNATHANS FAMOUS INC COM
$35K
LRCXLAM RESEARCH CORP COM NEW
$34K
PWBINVESCO LARGE CAP GROWTH ETF
$33K
ABGCENCORA INC COM
$33K
VLOVALERO ENERGY CORP COM
$33K
SMHVANECK SEMICONDUCTOR ETF
$33K
MIGASTRATEGY INC CL A NEW
$31K
VONGVANGUARD RUSSELL 1000 GROWTH ETF
$30K
LLOEWS CORP COM
$30K
KEYSKEYSIGHT TECHNOLOGIES INC COM
$30K
RJFRAYMOND JAMES FINL INC COM
$30K
TEVATEVA PHARMACEUTICAL INDS LTD SPONSORED ADS
$30K
DKSDICKS SPORTING GOODS INC COM
$30K
HUBBHUBBELL INC COM
$29K
FCNCAFIRST CTZNS BANCSHARES INC DEL CL A
$28K
VLUSTATE STREET SPDR S&P 1500 VALUE TILT ETF
$28K
IWCISHARES MICRO-CAP ETF
$27K
IUSVISHARES CORE S&P US VALUE ETF
$26K
BRBROADRIDGE FINL SOLUTIONS INC COM
$26K
FSLRFIRST SOLAR INC COM
$26K
WBWEIBO CORP SPONSORED ADR
$26K
FCFSFIRSTCASH HOLDINGS INC COM
$26K
XARSTATE STREET SPDR S&P AEROSPACE & DEFENSE ETF
$25K
MSIMOTOROLA SOLUTIONS INC COM NEW
$25K
CNRCANADIAN NATL RY CO COM
$24K
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