HARBOR INVESTMENT ADVISORY, LLC Q1 2023 Filing

Filed April 21, 2023

Portfolio Value

$669.3M

Holdings

1,325

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (1,325 positions)

#StockSharesValue% PortfolioType
1
FANGDIAMONDBACK ENERGY INC COM
7,385$998K0.15%
2
LKQ1LKQ CORP COM
17,577$997K0.15%
3
TMOTHERMO FISHER SCIENTIFIC INC COM
1,713$987K0.15%
4
SRESEMPRA COM
6,497$982K0.15%
5
DEDEERE & CO COM
2,362$975K0.15%
6
LULULULULEMON ATHLETICA INC COM
2,661$969K0.14%
7
4I1PHILIP MORRIS INTL INC COM
9,883$961K0.14%
8
IBDQISHARES IBONDS DEC 2025 TERM CORPORATE ETF
38,561$945K0.14%
9
BRK-BBERKSHIRE HATHAWAY INC DEL CL A
2$931K0.14%
10
ADPAUTOMATIC DATA PROCESSING INC COM
4,157$925K0.14%
11
PAYXPAYCHEX INC COM
8,072$924K0.14%
12
OREALTY INCOME CORP COM
14,502$918K0.14%
13
CVSCVS HEALTH CORP COM
12,310$914K0.14%
14
NFLXNETFLIX INC COM
2,626$907K0.14%
15
ZTSZOETIS INC CL A
5,388$896K0.13%
16
UPSUNITED PARCEL SERVICE INC CL B
4,504$873K0.13%
17
ELVELEVANCE HEALTH INC COM
1,898$872K0.13%
18
EEMISHARES MSCI EMERGING MARKETS ETF
22,047$869K0.13%
19
METMETLIFE INC COM
14,835$859K0.13%
20
DONWISDOMTREE U.S. MIDCAP DIVIDEND FUND
20,861$854K0.13%
21
DOXAMDOCS LTD SHS
8,817$846K0.13%
22
IBMINTERNATIONAL BUSINESS MACHS COM
6,459$846K0.13%
23
DISDISNEY WALT CO COM
8,931$844K0.13%Put
24
ACNACCENTURE PLC IRELAND SHS CLASS A
2,921$834K0.12%
25
XIFRNEXTERA ENERGY PARTNERS LP COM UNIT PART IN
13,669$830K0.12%
26
FEFIRSTENERGY CORP COM
20,331$814K0.12%
27
ACWXISHARES MSCI ACWI EX U.S. ETF
16,475$803K0.12%
28
IWRISHARES RUSSELL MIDCAP ETF
11,316$791K0.12%
29
PANWPALO ALTO NETWORKS INC COM
3,963$791K0.12%
30
VBVANGUARD SMALL-CAP ETF
4,144$785K0.12%
31
AREALEXANDRIA REAL ESTATE EQ INC COM
5,984$751K0.11%
32
AGIALAMOS GOLD INC NEW COM CL A
59,661$727K0.11%
33
XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
4,855$726K0.11%
34
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
7,812$712K0.11%
35
DVNDEVON ENERGY CORP NEW COM
13,401$678K0.10%
36
TMUST-MOBILE US INC COM
4,683$678K0.10%
37
SLVISHARES SILVER TRUST
30,055$664K0.10%
38
LHXL3HARRIS TECHNOLOGIES INC COM
3,362$659K0.10%
39
EXPDEXPEDITORS INTL WASH INC COM
5,932$653K0.10%
40
AEMAGNICO EAGLE MINES LTD COM
12,801$652K0.10%
41
GNRSPDR S&P GLOBAL NATURAL RESOURCES ETF
11,392$650K0.10%
42
IMCGISHARES MORNINGSTAR MID-CAP GROWTH ETF
10,870$625K0.09%
43
EWEDWARDS LIFESCIENCES CORP COM
7,500$620K0.09%
44
KMBKIMBERLY-CLARK CORP COM
4,570$613K0.09%
45
WEPMAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP
11,260$610K0.09%
46
FASTFASTENAL CO COM
11,316$610K0.09%
47
KHCKRAFT HEINZ CO COM
15,797$610K0.09%
48
PNCPNC FINL SVCS GROUP INC COM
4,778$607K0.09%
49
QUSSPDR MSCI USA STRATEGICFACTORS ETF
5,185$601K0.09%
50
DKNGDRAFTKINGS INC NEW COM CL A
30,857$597K0.09%
51
CCOCAMECO CORP COM
22,844$597K0.09%
52
MCXMCCORMICK & CO INC COM NON VTG
7,130$593K0.09%
53
ISRGINTUITIVE SURGICAL INC COM NEW
2,321$592K0.09%
54
BIDUNBAIDU INC SPON ADR REP A
3,908$589K0.09%
55
PNQIINVESCO NASDAQ INTERNET ETF
4,158$585K0.09%
56
SLBSCHLUMBERGER LTD COM STK
11,928$585K0.09%
57
THQTEKLA HEALTHCARE OPPORTUNITIES SHS
31,081$583K0.09%
58
AEEAMEREN CORP COM
6,721$580K0.09%
59
MMM3M CO COM
5,479$575K0.09%
60
IJJISHARES S&P MID-CAP 400 VALUE ETF
5,601$575K0.09%
61
CATCATERPILLAR INC COM
2,471$565K0.08%
62
DHID R HORTON INC COM
5,586$545K0.08%
63
LABORATORY CORP AMER HLDGS COM NEW
2,374$544K0.08%
64
FICOFAIR ISAAC CORP COM
770$541K0.08%
65
MPCMARATHON PETE CORP COM
3,984$537K0.08%
66
SYYSYSCO CORP COM
6,900$532K0.08%
67
CRWDCROWDSTRIKE HLDGS INC CL A
3,834$526K0.08%
68
AEPAMERICAN ELEC PWR CO INC COM
5,709$519K0.08%
69
SHWSHERWIN WILLIAMS CO COM
2,302$517K0.08%
70
SPGIS&P GLOBAL INC COM
1,492$514K0.08%
71
AFLAFLAC INC COM
7,944$512K0.08%
72
TIPISHARES TIPS BOND ETF
4,594$506K0.08%
73
SGENUSDSEAGEN INC COM
2,500$506K0.08%
74
BKNGBOOKING HOLDINGS INC COM
191$506K0.08%
75
FQIDIGITAL RLTY TR INC COM
5,057$497K0.07%
76
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
5,294$492K0.07%
77
PEOEXELON CORP COM
11,730$491K0.07%
78
ASMLASML HOLDING N V N Y REGISTRY SHS
722$491K0.07%
79
CITHE CIGNA GROUP COM
1,906$486K0.07%
80
IJKISHARES S&P MID-CAP 400 GROWTH ETF
6,764$483K0.07%
81
SILGLOBAL X SILVER MINERS ETF
15,716$482K0.07%
82
DESWISDOMTREE U.S. SMALLCAP DIVIDEND FUND
16,597$474K0.07%
83
SHOPSHOPIFY INC CL A
9,891$473K0.07%
84
IWVISHARES RUSSELL 3000 ETF
2,006$472K0.07%
85
EQIXEQUINIX INC COM
649$467K0.07%
86
STZCONSTELLATION BRANDS INC CL A
2,044$461K0.07%
87
ENPHENPHASE ENERGY INC COM
2,186$459K0.07%
88
TXNTEXAS INSTRS INC COM
2,460$457K0.07%
89
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
5,043$456K0.07%
90
VBKVANGUARD SMALL-CAP GROWTH ETF
2,106$455K0.07%
91
PPGPPG INDS INC COM
3,401$454K0.07%
92
EOGEOG RES INC COM
3,956$453K0.07%
93
VOVANGUARD MID-CAP ETF
2,147$452K0.07%
94
STTSTATE STR CORP COM
5,896$446K0.07%
95
IYHISHARES U.S. HEALTHCARE ETF
1,612$440K0.07%
96
FDNFIRST TRUST DOW JONES INTERNET INDEX FUND
2,950$436K0.07%
97
BKRBAKER HUGHES COMPANY CL A
15,105$435K0.06%
98
BABAALIBABA GROUP HLDG LTD SPONSORED ADS
4,243$433K0.06%
99
DRIDARDEN RESTAURANTS INC COM
2,765$429K0.06%
100
CFCF INDS HLDGS INC COM
5,875$425K0.06%
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