HARBOR INVESTMENT ADVISORY, LLC Q1 2020 Filing

Filed May 11, 2020

Portfolio Value

$371.5M

Holdings

1,053

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (1,053 positions)

#StockSharesValue% PortfolioType
101
FDXFEDEX CORP COM
5,831$707K0.19%
102
MTBM & T BK CORP COM
6,805$704K0.19%
103
NXPINXP SEMICONDUCTORS N V COM
8,051$668K0.18%
104
IWPISHARES RUSSELL MID-CAP GROWTH ETF
5,485$667K0.18%
105
MDLZMONDELEZ INTL INC CL A
13,246$663K0.18%
106
COSTCOSTCO WHSL CORP NEW COM
2,325$663K0.18%
107
BIDUNBAIDU INC SPON ADR REP A
6,561$661K0.18%
108
PFEPFIZER INC COM
19,981$652K0.18%
109
STZCONSTELLATION BRANDS INC CL A
4,519$648K0.17%
110
CSXCSX CORP COM
11,205$642K0.17%
111
SUSUNCOR ENERGY INC NEW COM
40,612$642K0.17%
112
VOOVANGUARD S&P 500 ETF
2,649$627K0.17%
113
PLDPROLOGIS INC. COM
7,794$626K0.17%
114
KMBKIMBERLY CLARK CORP COM
4,886$625K0.17%
115
BKIEURBLACK KNIGHT INC COM
10,450$607K0.16%
116
UBERUBER TECHNOLOGIES INC COM
20,938$585K0.16%
117
IBMINTERNATIONAL BUSINESS MACHS COM
5,256$583K0.16%
118
PNQIINVESCO NASDAQ INTERNET ETF
4,608$579K0.16%
119
IYWISHARES U.S. TECHNOLOGY ETF
2,825$577K0.16%
120
PAYXPAYCHEX INC COM
9,117$574K0.15%
121
MCXMCCORMICK & CO INC COM NON VTG
4,007$566K0.15%
122
FISVFISERV INC COM
5,909$561K0.15%
123
TXRHTEXAS ROADHOUSE INC COM
13,242$547K0.15%
124
BRK-BBERKSHIRE HATHAWAY INC DEL CL A
2$544K0.15%
125
WPCWP CAREY INC COM
9,336$542K0.15%
126
8CWCROWN CASTLE INTL CORP NEW COM
3,732$539K0.15%
127
BIIBBIOGEN INC COM
1,700$538K0.14%
128
DHRDANAHER CORPORATION COM
3,827$530K0.14%
129
OREALTY INCOME CORP COM
10,514$524K0.14%
130
MARMARRIOTT INTL INC NEW CL A
6,903$516K0.14%
131
SRESEMPRA ENERGY COM
4,505$509K0.14%
132
IWRISHARES RUSSELL MID-CAP ETF
11,724$506K0.14%
133
CERNCHFCERNER CORP COM
8,024$505K0.14%
134
ISRGINTUITIVE SURGICAL INC COM NEW
996$493K0.13%
135
STTSTATE STR CORP COM
9,168$488K0.13%
136
FIVEFIVE BELOW INC COM
6,692$471K0.13%
137
KOCOCA COLA CO COM
10,543$467K0.13%
138
XLVHEALTH CARE SELECT SECTOR SPDR FUND
5,207$461K0.12%
139
0VVBVIACOMCBS INC CL B
32,100$450K0.12%
140
CMGCHIPOTLE MEXICAN GRILL INC COM
676$442K0.12%
141
AVGOBROADCOM INC COM
1,859$441K0.12%
142
CRSPCRISPR THERAPEUTICS AG NAMEN AKT
10,303$437K0.12%
143
GSGOLDMAN SACHS GROUP INC COM
2,822$436K0.12%
144
WBAWALGREENS BOOTS ALLIANCE INC COM
9,468$433K0.12%
145
THQTEKLA HEALTHCARE OPPORTUNITIES SHS
27,771$427K0.11%
146
ADPAUTOMATIC DATA PROCESSING INC COM
3,121$427K0.11%
147
WEPMAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP
11,340$414K0.11%
148
PPGPPG INDS INC COM
4,942$413K0.11%
149
NDQINVESCO QQQ TRUST
2,146$409K0.11%
150
XHITXINVESCO HIGH INCOME 2023 TARGE COM
50,436$408K0.11%
151
GEGENERAL ELECTRIC CO COM
50,096$398K0.11%
152
WFCWELLS FARGO CO NEW COM
13,795$396K0.11%
153
REGNREGENERON PHARMACEUTICALS COM
802$392K0.11%
154
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
6,746$389K0.10%
155
NOCNORTHROP GRUMMAN CORP COM
1,268$384K0.10%
156
ACNACCENTURE PLC IRELAND SHS CLASS A
2,311$377K0.10%
157
CATCATERPILLAR INC DEL COM
3,248$377K0.10%
158
CLCOLGATE PALMOLIVE CO COM
5,533$367K0.10%
159
IJRISHARES S&P SMALL-CAP FUND
6,531$366K0.10%
160
ADBEADOBE INC COM
1,143$364K0.10%
161
UPSUNITED PARCEL SERVICE INC CL B
3,885$363K0.10%
162
BCEBCE INC COM NEW
8,868$362K0.10%
163
4I1PHILIP MORRIS INTL INC COM
4,914$359K0.10%
164
SCZISHARES MSCI EAFE SMALL-CAP ETF
7,927$355K0.10%
165
PNCPNC FINL SVCS GROUP INC COM
3,653$350K0.09%
166
GNRCGENERAC HLDGS INC COM
3,738$348K0.09%
167
FDNFIRST TRUST DOW JONES INTERNET INDEX FUND
2,808$347K0.09%
168
CICIGNA CORP NEW COM
1,937$343K0.09%
169
FASTFASTENAL CO COM
10,710$335K0.09%
170
AFLAFLAC INC COM
9,738$333K0.09%
171
TEAMATLASSIAN CORP PLC CL A
2,400$329K0.09%
172
EXPDEXPEDITORS INTL WASH INC COM
4,869$325K0.09%
173
SHOPSHOPIFY INC CL A
776$324K0.09%
174
PANWPALO ALTO NETWORKS INC COM
1,956$321K0.09%
175
SAPSAP SE SPON ADR
2,906$321K0.09%
176
MOALTRIA GROUP INC COM
8,284$320K0.09%
177
QCOMQUALCOMM INC COM
4,729$320K0.09%
178
IVEISHARES S&P 500 VALUE ETF
3,317$319K0.09%
179
CYRUSONE INC COM
5,116$316K0.09%
180
R6C2ROYAL DUTCH SHELL PLC SPON ADR B
9,464$309K0.08%
181
IYHISHARES U.S. HEALTHCARE ETF
1,633$307K0.08%
182
TXNTEXAS INSTRS INC COM
2,927$292K0.08%
183
RTN1USDRAYTHEON CO COM NEW
2,213$290K0.08%
184
TDIVFIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND
8,170$289K0.08%
185
SGENEURSEATTLE GENETICS INC COM
2,500$288K0.08%
186
PGXINVESCO PREFERRED ETF
21,630$285K0.08%
187
BDXBECTON DICKINSON & CO COM
1,236$284K0.08%
188
IHIISHARES U.S. MEDICAL DEVICES ETF
1,255$283K0.08%
189
VYMVANGUARD HIGH DIVIDEND YIELD ETF
3,986$282K0.08%
190
XBXMXNUVEEN S&P 500 BUY-WRITE INC COM
27,642$279K0.08%
191
IVWISHARES S&P 500 GROWTH ETF
1,639$271K0.07%
192
HDBHDFC BANK LTD SPONSORED ADS
6,970$268K0.07%
193
HPIHANCOCK JOHN PFD INCOME FD SH BEN INT
16,700$268K0.07%
194
FXIISHARES CHINA LARGE-CAP ETF
7,100$267K0.07%
195
SPGIS&P GLOBAL INC COM
1,075$263K0.07%
196
IWVISHARES RUSSELL 3000 ETF
1,765$262K0.07%
197
XLUUTILITIES SELECT SECTOR SPDR FUND
4,683$260K0.07%
198
SHWSHERWIN WILLIAMS CO COM
564$259K0.07%
199
SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF
7,152$256K0.07%
200
ALSALLSTATE CORP COM
2,744$252K0.07%
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