HARBOR INVESTMENT ADVISORY, LLC Q3 2020 Filing

Filed October 23, 2020

Portfolio Value

$522.5M

Holdings

1,156

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (1,156 positions)

#StockSharesValue% PortfolioType
101
DHRDANAHER CORPORATION COM
4,798$1.0M0.20%
102
VTVVANGUARD VALUE INDEX FUND
9,612$1.0M0.19%
103
NOWSERVICENOW INC COM
2,036$987K0.19%
104
BIDUNBAIDU INC SPON ADR REP A
7,759$982K0.19%
105
MDLZMONDELEZ INTL INC CL A
16,643$956K0.18%
106
PNQIINVESCO NASDAQ INTERNET ETF
4,558$940K0.18%
107
ZMZOOM VIDEO COMMUNICATIONS INC CL A
2,000$940K0.18%
108
CVXCHEVRON CORP NEW COM
12,752$918K0.18%
109
CSXCSX CORP COM
11,646$905K0.17%
110
XOMEXXON MOBIL CORP COM
25,846$887K0.17%
111
PLDPROLOGIS INC. COM
8,754$881K0.17%
112
IMCGISHARES MORNINGSTAR MID-CAP GROWTH ETF
2,660$852K0.16%
113
IYWISHARES U.S. TECHNOLOGY ETF
2,825$851K0.16%
114
CLCOLGATE PALMOLIVE CO COM
10,937$844K0.16%
115
FIVEFIVE BELOW INC COM
6,597$838K0.16%
116
PFEPFIZER INC COM
22,777$836K0.16%
117
AVGOBROADCOM INC COM
2,271$827K0.16%
118
UPSUNITED PARCEL SERVICE INC CL B
4,851$808K0.15%
119
FQIDIGITAL RLTY TR INC COM
5,480$804K0.15%
120
MARMARRIOTT INTL INC NEW CL A
8,535$790K0.15%
121
GNRCGENERAC HLDGS INC COM
4,054$785K0.15%
122
IVWISHARES S&P 500 GROWTH ETF
3,343$773K0.15%
123
MCXMCCORMICK & CO INC COM NON VTG
3,960$769K0.15%
124
KMBKIMBERLY-CLARK CORP COM
5,162$762K0.15%
125
IWPISHARES RUSSELL MID-CAP GROWTH ETF
4,334$749K0.14%
126
CMGCHIPOTLE MEXICAN GRILL INC COM
591$735K0.14%
127
IBMINTERNATIONAL BUSINESS MACHS COM
6,003$730K0.14%
128
QCOMQUALCOMM INC COM
6,051$712K0.14%
129
PAYXPAYCHEX INC COM
8,742$697K0.13%
130
8CWCROWN CASTLE INTL CORP NEW COM
4,165$693K0.13%
131
KOCOCA COLA CO COM
13,943$688K0.13%
132
IWSISHARES RUSSELL MID-CAP VALUE ETF
8,498$687K0.13%
133
EWEDWARDS LIFESCIENCES CORP COM
8,608$687K0.13%
134
IWRISHARES RUSSELL MID-CAP ETF
11,724$673K0.13%
135
ZTSZOETIS INC CL A
4,063$672K0.13%
136
BKIEURBLACK KNIGHT INC COM
7,558$658K0.13%
137
ACNACCENTURE PLC IRELAND SHS CLASS A
2,889$653K0.12%
138
FISVFISERV INC COM
6,320$651K0.12%
139
TWLOTWILIO INC CL A
2,600$642K0.12%
140
BRK-BBERKSHIRE HATHAWAY INC DEL CL A
2$640K0.12%
141
OREALTY INCOME CORP COM
10,478$637K0.12%
142
SRESEMPRA ENERGY COM
5,283$625K0.12%
143
PPGPPG INDS INC COM
5,080$620K0.12%
144
WPCWP CAREY INC COM
9,252$603K0.12%
145
ISRGINTUITIVE SURGICAL INC COM NEW
846$600K0.11%
146
ADPAUTOMATIC DATA PROCESSING INC COM
4,242$592K0.11%
147
FEFIRSTENERGY CORP COM
20,508$589K0.11%
148
EEMISHARES MSCI EMERGING MARKETS ETF
13,231$583K0.11%
149
TXNTEXAS INSTRS INC COM
4,079$582K0.11%
150
CERNCHFCERNER CORP COM
8,009$579K0.11%
151
VEUVANGUARD FTSE ALL-WORLD EX US INDEX FUND
11,426$576K0.11%
152
PANWPALO ALTO NETWORKS INC COM
2,308$565K0.11%
153
FDNFIRST TRUST DOW JONES INTERNET INDEX FUND
2,995$564K0.11%
154
THQTEKLA HEALTHCARE OPPORTUNITIES SHS
31,081$562K0.11%
155
GDXVANECK VECTORS GOLD MINERS ETF
14,159$554K0.11%
156
AEEAMEREN CORP COM
6,889$545K0.10%
157
NDQINVESCO QQQ TRUST
1,958$544K0.10%
158
XLVHEALTH CARE SELECT SECTOR SPDR FUND
5,067$535K0.10%
159
REGNREGENERON PHARMACEUTICALS COM
945$529K0.10%
160
PNCPNC FINL SVCS GROUP INC COM
4,731$520K0.10%
161
ADBEADOBE SYSTEMS INCORPORATED COM
1,050$515K0.10%
162
STTSTATE STR CORP COM
8,332$494K0.09%
163
SGENUSDSEAGEN INC COM
2,500$489K0.09%
164
FASTFASTENAL CO COM
10,830$488K0.09%
165
DHID R HORTON INC COM
6,412$485K0.09%
166
NOCNORTHROP GRUMMAN CORP COM
1,530$483K0.09%
167
BDXBECTON DICKINSON & CO COM
2,051$477K0.09%
168
DKNG1USDDRAFTKINGS INC COM CL A
8,087$476K0.09%
169
2L9BLUEPRINT MEDICINES CORP COM
5,095$472K0.09%
170
EXPDEXPEDITORS INTL WASH INC COM
4,864$440K0.08%
171
BCEBCE INC COM NEW
10,575$439K0.08%
172
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
6,079$439K0.08%
173
DGDOLLAR GEN CORP NEW COM
2,090$438K0.08%
174
4I1PHILIP MORRIS INTL INC COM
5,841$438K0.08%
175
LLYLILLY ELI & CO COM
2,935$434K0.08%
176
LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
3,160$426K0.08%
177
XHITXINVESCO HIGH INCOME 2023 TARGE COM
53,025$420K0.08%
178
LABORATORY CORP AMER HLDGS COM NEW
2,217$417K0.08%
179
WFCWELLS FARGO CO NEW COM
17,601$414K0.08%
180
SAPSAP SE SPON ADR
2,649$413K0.08%
181
IHIISHARES U.S. MEDICAL DEVICES ETF
1,366$409K0.08%
182
SHWSHERWIN WILLIAMS CO COM
578$403K0.08%
183
BIIBBIOGEN INC COM
1,418$402K0.08%
184
WBAWALGREENS BOOTS ALLIANCE INC COM
11,102$399K0.08%
185
XLKTECHNOLOGY SELECT SECTOR SPDR FUND
3,392$396K0.08%
186
BLUEBIRD BIO INC COM
7,259$392K0.08%
187
SCZISHARES MSCI EAFE SMALL-CAP ETF
6,629$391K0.07%
188
WEPMAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP
11,260$385K0.07%
189
SLVISHARES SILVER TRUST
17,611$381K0.07%
190
IWVISHARES RUSSELL 3000 ETF
1,948$381K0.07%
191
PGXINVESCO PREFERRED ETF
25,030$369K0.07%
192
IYHISHARES U.S. HEALTHCARE ETF
1,612$366K0.07%
193
ELVANTHEM INC COM
1,348$362K0.07%
194
XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
2,446$360K0.07%
195
CVSCVS HEALTH CORP COM
6,151$359K0.07%
196
CYRUSONE INC COM
5,111$358K0.07%
197
TDIVFIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND
8,170$358K0.07%
198
TMOTHERMO FISHER SCIENTIFIC INC COM
799$353K0.07%
199
SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF
7,032$352K0.07%
200
MKLMARKEL CORP COM
360$351K0.07%
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