Fund Holdings — HARBOR INVESTMENT ADVISORY, LLC

Total Portfolio Value
$1.27B
Total Bought
$62.36M
Total Sold
$138.69M
Net Transaction
-$76.33M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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AMPLIFY JUNIOR SILVER MINERS ETF1,50096,070+94,570422,8550.23%+2,814
FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE HEDGE ETF98,325151,069+52,7443,5515,4720.43%+1,921
EXXON MOBIL CORP COM39,64739,345-3024,7716,6750.53%+1,904
VANGUARD VALUE ETF60,03268,035+8,00311,46613,3491.05%+1,883
JANUS HENDERSON SECURITIZED INCOME ETF
HEND SECU IN ETF
86,504119,749+33,2454,5036,1730.49%+1,670
VANGUARD MID-CAP VALUE ETF42,69949,603+6,9047,5739,1410.72%+1,567
AMERICAN BEACON GLG NATURAL RESOURCES ETF
GLG NAT RES ETF
79,13594,862+15,7273,4904,8930.39%+1,403
INVESCO S&P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
65,12071,892+6,77212,47413,7981.09%+1,323
SLB LIMITED COM STK(SLB)1,56226,670+25,108601,3710.11%+1,311
SPDR GOLD SHARES(GLD)27,62328,477+85410,94712,2530.97%+1,306
GE VERNOVA INC COM(GEV)6,0306,003-273,9415,2400.41%+1,299
JOHNSON & JOHNSON COM(JNJ)42,21240,803-1,4098,7369,9740.79%+1,238
VANECK JUNIOR GOLD MINERS ETF
JUNIOR GOLD MINE
51,86259,432+7,5705,9017,1340.56%+1,233
ISHARES CORE DIVIDEND GROWTH ETF
CORE DIV GRWTH
79,09495,130+16,0365,4916,6760.53%+1,186
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
INTRNL RES EQT
27915,909+15,630211,2050.09%+1,184
STERIS PLC SHS USD(STE)1125,288+5,176281,1690.09%+1,141
GOLDMAN SACHS GROUP INC COM(GS)4,5645,887+1,3234,0124,9800.39%+968
SANDISK CORP COM(SNDK)341,491+1,45789470.07%+939
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
CORE MSCI INTL
7111,084+11,01369260.07%+920
NEWMARKET CORP COM(NEU)01,389+1,38908900.07%+890
SUNCOR ENERGY INC NEW COM(SU)38,03738,809+7721,6872,5660.20%+878
CHEVRON CORPORATION COM(CVX)18,19617,648-5482,7733,6510.29%+878
AGNICO EAGLE MINES LTD COM(AEM)17,92419,223+1,2993,0393,9020.31%+863
ISHARES CORE MSCI EMERGING MARKETS ETF
CORE MSCI EMKT
7,45319,192+11,7395011,3390.11%+838
VERTIV HOLDINGS CO COM CL A(VRT)8,8278,903+761,4302,2310.18%+801
KLA CORP COM NEW(KLAC)1,0721,385+3131,3032,0390.16%+737
VANGUARD MID-CAP GROWTH ETF24,95529,886+4,9316,9667,6910.61%+725
ISHARES CORE S&P SMALL CAP ETF30,18834,915+4,7273,6284,3400.34%+712
COSTCO WHOLESALE CORPORATION COM(COST)6,9636,689-2746,0046,6650.53%+661
VANGUARD SMALL CAP VALUE ETF7,49910,214+2,7151,5882,2190.17%+631
CHENIERE ENERGY INC COM NEW(LNG)1,2743,013+1,7392488550.07%+607
HARBOR COMMODITY ALL-WEATHER STRATEGY ETF
COMM ALL WEA ETF
72,92277,931+5,0091,8102,4170.19%+607
ASML HLDG NV N Y REGISTRY SHS
N Y REGISTRY SHS
9001,179+2799631,5570.12%+594
DIMENSIONAL INTERNATIONAL SMALL CAP ETF
INTL SMALL CAP E
157,972171,652+13,6805,2045,7800.46%+576
VANGUARD SMALL-CAP GROWTH ETF12,79814,656+1,8583,8664,4300.35%+563
SOLSTICE ADVANCED MATLS INC COM SHS(SOLS)07,141+7,14105440.04%+544
PERPETUA RESOURCES CORP COM(PPTA)4,42222,794+18,3721076410.05%+534
AMRIZE LTD SHS(AMRZ)7,00015,870+8,8703798890.07%+510
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS(TSM)3,5354,657+1,1221,0741,5740.12%+500
AVANTIS INTERNATIONAL EQUITY ETF20,52825,366+4,8381,6902,1520.17%+462
ISHARES IBONDS DEC 2029 TERM CORPORATE ETF65,09284,646+19,5541,5231,9690.16%+445
ISHARES IBONDS DEC 2027 TERM CORPORATE ETF
IBONDS 27 ETF
103,426121,828+18,4022,5112,9530.23%+442
ISHARES RUSSELL 2000 VALUE ETF60,46460,099-36510,95711,3940.90%+438
NEWMONT CORP COM(NEM)1,6625,525+3,8631665980.05%+432
WALMART INC COM(WMT)58,13055,530-2,6006,4766,9010.54%+425
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
EMGR CRE EQT MNG
1,28013,725+12,445424650.04%+423
HONEYWELL INTL INC COM(HON)15,25315,018-2352,9763,3950.27%+419
RANGE RES CORP COM(RRC)38,28838,618+3301,3501,7450.14%+395
NEXTERA ENERGY INC COM(NEE)15,45417,550+2,0961,2411,6300.13%+389
SEMPRA COM(SRE)2,3336,052+3,7192065880.05%+382
STATE STREET ENERGY SELECT SECTOR SPDR ETF
ST STR ENERG ETF
30,32928,296-2,0331,3561,7330.14%+377
AMGEN INC COM(AMGN)23,51322,930-5837,6968,0680.64%+372
ARGENX SE SPONSORED ADR(ARGX)131649+5181104740.04%+364
CAMECO CORP COM(CCJ)30,42828,980-1,4482,7843,1480.25%+364
DUKE ENERGY CORP NEW COM NEW(DUK)7,6209,593+1,9738931,2560.10%+363
ALAMOS GOLD INC COM CL A65,60365,270-3332,5372,8950.23%+358
ISHARES SELECT DIVIDEND ETF11,49513,037+1,5421,6221,9740.16%+352
ISHARES CORE HIGH DIVIDEND ETF
CORE HIGH DV ETF
14,71115,732+1,0211,7892,1350.17%+346
ARISTA NETWORKS INC COM SHS(ANET)1,5524,441+2,8892035450.04%+342
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
ORD SHS
3261,101+775904310.03%+342
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
HEDG EQU LAD ETF
43,03549,932+6,8972,8593,1910.25%+332
VANGUARD REAL ESTATE ETF79,95983,484+3,5257,0767,4050.58%+330
ISHARES CORE S&P MID-CAP ETF75,81478,873+3,0595,0045,3260.42%+323
ISHARES MSCI EAFE GROWTH ETF3573,246+2,889413620.03%+321
CORNING INC COM(GLW)6,8526,714-1386009130.07%+313
VANGUARD TOTAL INTERNATIONAL STOCK ETF9,99613,810+3,8147541,0650.08%+311
QUANTA SVCS INC COM2,6232,582-411,1071,4180.11%+311
EQUINIX INC COM(EQIX)1,6161,578-381,2381,5470.12%+309
VANGUARD HIGH DIVIDEND YIELD INDEX ETF21,02922,424+1,3953,0183,3210.26%+303
ASTRAZENECA PLC ORD(AZN)01,504+1,50402910.02%+291
ISHARES MSCI EAFE VALUE ETF2,5176,293+3,7761804680.04%+288
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
21,90231,354+9,4529741,2600.10%+286
SPROTT INC COM NEW(SII)14,73912,071-2,6681,4461,7170.14%+272
ISHARES IBONDS DEC 2028 TERM CORPORATE ETF
IBDS DEC28 ETF
103,440114,633+11,1932,6332,9040.23%+271
VISTRA CORP COM(VST)3,1755,120+1,9455127700.06%+257
NATERA INC COM(NTRA)2,0133,576+1,5634617150.06%+254
ISHARES RUSSELL 1000 VALUE ETF19,65420,525+8714,1344,3850.35%+251
FASTENAL CO COM(FAST)41,73441,346-3881,6751,9180.15%+244
FEDEX CORP COM(FDX)4,4324,240-1921,2801,5100.12%+230
CATERPILLAR INC COM(CAT)2,1282,044-841,2191,4480.11%+229
FIDELITY ENHANCED MID CAP ETF
ENH MID COR ETF
06,307+6,30702270.02%+227
ZIMMER BIOMET HOLDINGS INC COM(ZBH)9643,425+2,461873100.02%+223
AVANTIS EMERGING MARKETS EQUITY ETF1912,948+2,757152380.02%+223
ISHARES S&P MID-CAP 400 GROWTH ETF16,80218,392+1,5901,6281,8510.15%+223
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND24,92027,307+2,3871,8332,0510.16%+218
PALOMAR HLDGS INC COM(PLMR)01,817+1,81702170.02%+217
NORTHROP GRUMMAN CORP COM(NOC)2,0332,014-191,1591,3740.11%+215
GRAND CANYON ED INC COM(LOPE)01,250+1,25002130.02%+213
INTEL CORP COM(INTC)33,57432,889-6851,2391,4510.11%+213
MICRON TECHNOLOGY INC COM(MU)7701,278+5082204320.03%+212
AMERICAN ELEC PWR CO INC COM8312,345+1,514963070.02%+212
STATE STREET SPDR PORTFOLIO EUROPE ETF
ST STR EUROP ETF
04,065+4,06502080.02%+208
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
US INFR DEV ETF
25,77028,243+2,4731,2321,4350.11%+203
CAPITAL GROUP DIVIDEND VALUE ETF
SHS CREAT UNIT
51,19457,185+5,9912,2342,4330.19%+199
ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF
INTERNATIONAL SL
04,690+4,69001960.02%+196
STATE STREET SPDR S&P BIOTECH ETF
ST STR SP BIOT
16,16516,948+7831,9712,1650.17%+194
UNITED RENTALS INC COM(URI)2,2392,749+5101,8122,0030.16%+191
VIAVI SOLUTIONS INC COM(VIAV)285,606+5,57801870.01%+186
ANGLOGOLD ASHANTI PLC COM SHS(AU)01,900+1,90001850.01%+185
WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND(WT)11,50214,185+2,6835717510.06%+180
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HARBOR INVESTMENT ADVISORY, LLC — 13F Holdings — Q1 2026 | TickerTrail