HARBOR INVESTMENT ADVISORY, LLC Q2 2025 Filing

Filed July 1, 2025

Portfolio Value

$1.1B

Holdings

1,172

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (1,172 positions)

StockValue
RBLXROBLOX CORP CL A
$164K
KNSLKINSALE CAP GROUP INC COM
$163K
ICVTISHARES CONVERTIBLE BOND ETF
$162K
AVDEAVANTIS INTERNATIONAL EQUITY ETF
$162K
OTISOTIS WORLDWIDE CORP COM
$161K
SGOVISHARES 0-3 MONTH TREASURY BOND ETF
$161K
IJTISHARES S&P SMALL-CAP 600 GROWTH ETF
$158K
HEIHEICO CORP NEW COM
$157K
ORLYOREILLY AUTOMOTIVE INC COM
$156K
SOUNSOUNDHOUND AI INC CLASS A COM
$155K
SOSOUTHERN CO COM
$155K
RISRFOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE HEDGE ETF
$155K
RSPHINVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF
$154K
GISGENERAL MLS INC COM
$154K
PHYS/USPROTT PHYSICAL GOLD TR UNIT
$154K
CFCF INDS HLDGS INC COM
$154K
FXIISHARES CHINA LARGE-CAP ETF
$152K
BUFFINNOVATOR LADDERED ALLOCATION POWER BUFFER ETF
$151K
NBTBNBT BANCORP INC COM
$150K
VLTOVERALTO CORP COM SHS
$150K
PWBINVESCO LARGE CAP GROWTH ETF
$145K
AMATAPPLIED MATLS INC COM
$144K
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
$144K
CRSPCRISPR THERAPEUTICS AG NAMEN AKT
$143K
COINCOINBASE GLOBAL INC COM CL A
$143K
PGRPROGRESSIVE CORP COM
$143K
VACMARRIOTT VACATIONS WORLDWIDE C COM
$142K
TRVTRAVELERS COMPANIES INC COM
$142K
KMIKINDER MORGAN INC DEL COM
$139K
EWJISHARES MSCI JAPAN ETF
$138K
AQLTISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF
$137K
RYROYAL BK CDA COM
$137K
LMBSFIRST TRUST LOW DURATION OPPORTUNITIES ETF
$135K
CPCANADIAN PACIFIC KANSAS CITY COM
$134K
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
$133K
SYYSYSCO CORP COM
$133K
HLTHILTON WORLDWIDE HLDGS INC COM
$133K
ELVELEVANCE HEALTH INC COM
$132K
EBAEBAY INC. COM
$131K
IEMGISHARES CORE MSCI EMERGING MARKETS ETF
$131K
CMECME GROUP INC COM
$130K
MUSAMURPHY USA INC COM
$129K
PRMPERIMETER SOLUTIONS INC COMMON STOCK
$129K
XLIINDUSTRIAL SELECT SECTOR SPDR FUND
$129K
WMBWILLIAMS COS INC COM
$128K
BDXBECTON DICKINSON & CO COM
$127K
CAHCARDINAL HEALTH INC COM
$126K
PG4PRINCIPAL FINANCIAL GROUP INC COM
$125K
RBCRBC BEARINGS INC COM
$125K
TTTRANE TECHNOLOGIES PLC SHS
$124K
RSPTINVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF
$123K
SRESEMPRA COM
$122K
JPSTJPMORGAN ULTRA-SHORT INCOME ETF
$122K
BXSLBLACKSTONE SECD LENDING FD COMMON STOCK
$122K
GPCGENUINE PARTS CO COM
$121K
USMVISHARES MSCI USA MIN VOL FACTOR ETF
$121K
CNMCORE & MAIN INC CL A
$121K
LYVLIVE NATION ENTERTAINMENT INC COM
$121K
IAUISHARES IBONDS DEC 2025 TERM MUNI BOND ETF
$120K
IYJISHARES U.S. INDUSTRIALS ETF
$120K
BSTBLACKROCK SCIENCE & TECHNOLOGY SHS
$120K
MANHMANHATTAN ASSOCIATES INC COM
$118K
HLNEHAMILTON LANE INC CL A
$118K
DEODIAGEO PLC SPON ADR NEW
$114K
IUSBISHARES CORE TOTAL USD BOND MARKET ETF
$114K
GSHDGOOSEHEAD INS INC COM CL A
$114K
LHXL3HARRIS TECHNOLOGIES INC COM
$113K
DYNFISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
$113K
CWSTCASELLA WASTE SYS INC CL A
$112K
BINCISHARES FLEXIBLE INCOME ACTIVE ETF
$112K
VWOVANGUARD FTSE EMERGING MARKETS ETF
$108K
APPFAPPFOLIO INC COM CL A
$107K
NEMNEWMONT CORP COM
$106K
SCHASCHWAB U.S. SMALL-CAP ETF
$105K
DFIVDIMENSIONAL INTERNATIONAL VALUE ETF
$105K
ALLWSPDR BRIDGEWATER ALL WEATHER ETF
$103K
DC4DEXCOM INC COM
$103K
ZFEBINNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR FEBRUARY
$102K
ROSTROSS STORES INC COM
$102K
MLB1MERCADOLIBRE INC COM
$101K
EMOCLEARBRIDGE ENERGY MIDSTRM OPP COM
$101K
XOPSPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF
$100K
OCTHINNOVATOR PREMIUM INCOME 20 BARRIER ETF - OCTOBER
$100K
AONAON PLC SHS CL A
$100K
3M4MASIMO CORP COM
$100K
EXPEAGLE MATLS INC COM
$100K
FBTFIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND
$99K
CTRACOTERRA ENERGY INC COM
$99K
MRSHMARSH & MCLENNAN COS INC COM
$99K
WRBBERKLEY W R CORP COM
$99K
AQLTISHARES U.S. HEALTHCARE PROVIDERS ETF
$99K
SHAKSHAKE SHACK INC CL A
$98K
HQYHEALTHEQUITY INC COM
$97K
WSMWILLIAMS SONOMA INC COM
$96K
AOAISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF
$96K
TYLTYLER TECHNOLOGIES INC COM
$96K
WDFCWD 40 CO COM
$94K
DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF
$94K
PREFPRINCIPAL SPECTRUM PREFERRED SECS ACTIVE ETF
$94K
LINLINDE PLC SHS
$94K
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