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Holders — by stockHoldings — by fund

HARBOR INVESTMENT ADVISORY, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001468792

$1.43B

disclosed book value

1,310

positions

13.8%

largest position share

Positions, as of 2026-06-30

top 100 of 1,310 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1MARMARRIOTT INTL INC NEW CL A532,039$197.2M13.8%
2AAPLAPPLE INC COM317,765$91.9M6.4%
3GOOGLALPHABET INC CAP STK CL A169,993$60.8M4.2%
4AMZNAMAZON COM INC COM229,466$54.7M3.8%
5MSFTMICROSOFT CORP COM93,724$35.0M2.4%
6BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW64,040$32.0M2.2%
7GOOGALPHABET INC CAP STK CL C64,099$22.6M1.6%
8JPMJPMORGAN CHASE & CO COM57,733$18.9M1.3%
9IVVISHARES CORE S&P 500 ETF24,813$18.6M1.3%
10VTIVANGUARD TOTAL STOCK MARKET ETF47,452$17.6M1.2%
11VUGVANGUARD GROWTH ETF202,475$17.4M1.2%
12VTVVANGUARD VALUE ETF74,540$16.2M1.1%
13NVDANVIDIA CORPORATION COM80,399$16.1M1.1%
14RSPINVESCO S&P 500 EQUAL WEIGHT ETF73,046$15.5M1.1%
15VOOVANGUARD S&P 500 ETF21,966$15.1M1.1%
16GLDMSPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST178,090$14.1M1%
17VVISA INC COM CL A40,154$13.8M1%
18MAMASTERCARD INCORPORATED CL A26,097$13.4M0.9%
19IWNISHARES RUSSELL 2000 VALUE ETF60,119$13.3M0.9%
20LLYELI LILLY & CO COM10,157$12.2M0.8%
21JNJJOHNSON & JOHNSON COM41,765$10.6M0.7%
22GLDSPDR GOLD SHARES27,896$10.3M0.7%
23VOEVANGUARD MID-CAP VALUE ETF51,274$10.1M0.7%
24AVGOBROADCOM INC COM26,459$10.0M0.7%
25BILSTATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF105,408$9.7M0.7%
26SPYSTATE STREET SPDR S&P 500 ETF12,914$9.6M0.7%
27VOTVANGUARD MID-CAP GROWTH ETF30,695$9.4M0.7%
28IEFAISHARES CORE MSCI EAFE ETF93,457$9.0M0.6%
29IWYISHARES RUSSELL TOP 200 GROWTH ETF29,392$8.5M0.6%
30AMGNAMGEN INC COM22,827$8.3M0.6%
31VNQVANGUARD REAL ESTATE ETF84,289$8.1M0.6%
32EFAISHARES MSCI EAFE ETF76,734$8.0M0.6%
33METAMETA PLATFORMS INC CL A13,596$7.7M0.5%
34DGROISHARES CORE DIVIDEND GROWTH ETF99,517$7.5M0.5%
35QQQINVESCO QQQ TRUST SERIES I10,112$7.4M0.5%
36IWFISHARES RUSSELL 1000 GROWTH ETF58,453$7.3M0.5%
37JAAAJANUS HENDERSON AAA CLO ETF143,662$7.3M0.5%
38JSIJANUS HENDERSON SECURITIZED INCOME ETF141,273$7.2M0.5%
39IWOISHARES RUSSELL 2000 GROWTH ETF18,223$7.2M0.5%
40BACBANK OF AMER CORP COM121,497$6.9M0.5%
41BLKBLACKROCK INC COM7,049$6.8M0.5%
42IJHISHARES CORE S&P MID-CAP ETF85,072$6.6M0.5%
43COSTCOSTCO WHOLESALE CORPORATION COM6,831$6.4M0.4%
44CRWDCROWDSTRIKE HLDGS INC CL A8,372$6.4M0.4%
45IWDISHARES RUSSELL 1000 VALUE ETF26,243$6.4M0.4%
46WMTWALMART INC COM55,836$6.3M0.4%
47DFISDIMENSIONAL INTERNATIONAL SMALL CAP ETF178,444$6.3M0.4%
48UNHUNITEDHEALTH GROUP INC COM14,748$6.1M0.4%
49GSGOLDMAN SACHS GROUP INC COM5,985$6.1M0.4%
50RISRFOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE HEDGE ETF162,869$5.9M0.4%
51IVWISHARES S&P 500 GROWTH ETF42,722$5.9M0.4%
52GDXJVANECK JUNIOR GOLD MINERS ETF59,530$5.8M0.4%
53IWBISHARES RUSSELL 1000 ETF14,025$5.7M0.4%
54VBKVANGUARD SMALL-CAP GROWTH ETF15,563$5.7M0.4%
55XOMEXXONMOBIL HOLDINGS CORP COM SHS39,631$5.4M0.4%
56IJRISHARES CORE S&P SMALL CAP ETF36,192$5.4M0.4%
57TSLATESLA INC COM12,711$5.3M0.4%
58IWPISHARES RUSSELL MID-CAP GROWTH ETF36,496$5.3M0.4%
59IWXISHARES RUSSELL TOP 200 VALUE ETF50,412$5.3M0.4%
60ABBVABBVIE INC COM19,981$5.0M0.4%
61MGNRAMERICAN BEACON GLG NATURAL RESOURCES ETF101,445$4.9M0.3%
62IVEISHARES S&P 500 VALUE ETF21,045$4.8M0.3%
63SBUXSTARBUCKS CORP COM46,518$4.8M0.3%
64INTCINTEL CORP COM33,217$4.6M0.3%
65AMDADVANCED MICRO DEVICES INC COM7,870$4.6M0.3%
66KLACKLA CORP COM NEW14,770$4.5M0.3%
67MKLMARKEL GROUP INC COM2,198$4.3M0.3%
68IWSISHARES RUSSELL MID-CAP VALUE ETF24,658$4.1M0.3%
69CSCOCISCO SYS INC COM33,086$3.9M0.3%
70TCAFT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF94,408$3.9M0.3%
71SNDKSANDISK CORP COM1,705$3.9M0.3%
72VIGVANGUARD DIVIDEND APPRECIATION ETF15,768$3.7M0.3%
73ASML HLDG NV N Y REGISTRY SHS1,846$3.7M0.3%
74PGPROCTER & GAMBLE CO COM24,265$3.6M0.2%
75VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF22,499$3.6M0.2%
76IEMGISHARES CORE MSCI EMERGING MARKETS ETF42,358$3.5M0.2%
77HELOJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF49,442$3.3M0.2%
78HDHOME DEPOT INC COM9,396$3.3M0.2%
79AEMAGNICO EAGLE MINES LTD COM21,232$3.3M0.2%
80GEVGE VERNOVA INC COM2,794$3.3M0.2%
81VRTVERTIV HOLDINGS CO COM CL A9,718$3.3M0.2%
82URIUNITED RENTALS INC COM2,840$3.2M0.2%
83CGDVCAPITAL GROUP DIVIDEND VALUE ETF63,591$3.1M0.2%
84IBDSISHARES IBONDS DEC 2027 TERM CORPORATE ETF129,122$3.1M0.2%
85SHYISHARES 1-3 YEAR TREASURY BOND ETF37,894$3.1M0.2%
86IBDTISHARES IBONDS DEC 2028 TERM CORPORATE ETF122,422$3.1M0.2%
87CCJCAMECO CORP COM29,963$3.1M0.2%
88CVXCHEVRON CORPORATION COM18,366$3.0M0.2%
89VBRVANGUARD SMALL CAP VALUE ETF12,158$3.0M0.2%
90XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF15,209$2.9M0.2%
91TXRHTEXAS ROADHOUSE INC COM14,563$2.8M0.2%
92RTXRTX CORPORATION COM14,811$2.8M0.2%
93TJXTJX COS INC NEW COM18,539$2.8M0.2%
94TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS5,653$2.7M0.2%
95JEPIJPMORGAN EQUITY PREMIUM INCOME ETF46,866$2.6M0.2%
96ABTABBOTT LABORATORIES COM28,617$2.6M0.2%
97XBISTATE STREET SPDR S&P BIOTECH ETF16,333$2.6M0.2%
98EATON CORP PLC SHS6,065$2.6M0.2%
99ICFISHARES SELECT U.S. REIT ETF37,495$2.5M0.2%
100IBDRISHARES IBONDS DEC 2026 TERM CORPORATE ETF104,654$2.5M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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