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Harbor Investment Advisory, LLC

All holdings · as of Dec 31, 2025

1,223 positions

CompanyClassValueShares% of portfolio
Ulta Beauty, Inc.$434.4K7180.0%
ISHARES PREFERRED & INCOME SECURITIES ETF$432.6K13,9720.0%
STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF$424.7K7,3330.0%
Phillips 66$423.5K3,2820.0%
CUMMINS INC$420.6K8240.0%
CoStar Group Inc$415.2K6,1750.0%
VANGUARD TOTAL BOND MARKET ETF$408.6K5,5170.0%
FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF$405.4K2,8520.0%
ServiceNow Inc$399.8K2,6100.0%
ENBRIDGE INC COM$397.2K8,2890.0%
SCHWAB US DIVIDEND EQUITY ETF$395.9K14,4320.0%
ISHARES U.S. REAL ESTATE ETF$395.8K4,2160.0%
Consolidated Water Co. Ltd.$390.0K11,0500.0%
NOVO-NORDISK A S ADR$389.5K7,6560.0%
VEEVA SYSTEMS INC$385.1K1,7250.0%
Amrize Ltd$378.6K7,0000.0%
PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF$373.9K4,4400.0%
Marathon Petroleum Corp$373.0K2,2930.0%
ALLSTATE CORP$371.3K1,7840.0%
ISHARES U.S. AEROSPACE & DEFENSE ETF$368.6K1,7170.0%
VANGUARD FTSE DEVELOPED MARKETS ETF$365.7K5,8540.0%
FIDELITY BLUE CHIP GROWTH ETF$364.7K6,6500.0%
Exelon Corp$361.9K8,3030.0%
FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF$360.7K3,5300.0%
United Therapeutics Corp$347.9K7140.0%
ISHARES U.S. INFRASTRUCTURE ETF$347.4K6,6010.0%
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF$345.3K3,6750.0%
FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND$339.6K1,4750.0%
Clear Secure, Inc.$334.1K9,5240.0%
ISHARES MSCI JAPAN ETF$327.1K4,0510.0%
VANGUARD SHORT-TERM BOND ETF$325.8K4,1340.0%
ASTRAZENECA PLC SPONSORED ADR$325.3K3,5390.0%
TEXAS INSTRUMENTS INC$324.6K1,8710.0%
ISHARES 10-20 YEAR TREASURY BOND ETF$321.7K3,1640.0%
Main Street Capital CORPMAINCommon Stock$319.5K5,2900.0%
Infosys LtdINFYADR$316.1K17,7370.0%
Shake Shack Inc.$314.5K3,8750.0%
INVESCO AEROSPACE & DEFENSE ETF$309.5K1,9760.0%
HCA Healthcare, Inc.$307.7K6590.0%
CADENCE DESIGN SYSTEMS INC$306.6K9810.0%
Energy Transfer LPETMLP$304.2K18,4480.0%
WISDOMTREE INDIA EARNINGS FUND$303.2K6,5500.0%
NORFOLK SOUTHERN CORP$303.2K1,0500.0%
ISHARES S&P 100 ETF$301.8K8800.0%
KKR & Co. Inc.$301.6K2,3660.0%
VANGUARD HEALTH CARE ETF$301.1K1,0460.0%
SHERWIN WILLIAMS CO$300.1K9260.0%
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF$299.3K10,1280.0%
Carlyle Group Inc.$295.6K5,0000.0%
THERMO FISHER SCIENTIFIC INC.$292.1K5040.0%
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