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Harbor Asset Planning, Inc.

All holdings · as of Dec 31, 2025

442 positions

CompanyClassValueShares% of portfolio
OCEANPAL INC$220.0%
SPDR SERIES TRUST$2610.0%
DIANA SHIPPING INC$364340.0%
GSK PLC$4510.0%
CNFinance Holdings Ltd.CNFADR$91150.0%
INVESCO EXCHANGE TRADED FD T$18430.0%
Kyndryl Holdings, Inc.$21380.0%
NCR Atleos Corp$22960.0%
ISHARES TR$28630.0%
AGNC Investment Corp.$297280.0%
BP PLC$31890.0%
AdvanSix Inc.$329190.0%
ADVISORSHARES TR$515300.0%
State Street SPDR S&P Oil & Gas Exploration & Production ETF$52140.0%
TEMA ETF TRUST$529150.0%
Viatris Inc$583470.0%
VANGUARD MUN BD FDS$629130.0%
EASTMAN CHEMICAL CO$644100.0%
Warner Bros. Discovery, Inc.$721250.0%
SCHWAB STRATEGIC TR$795300.0%
DOW INC.$865370.0%
UDR, Inc.$880240.0%
Solventum Corp$951120.0%
Weyerhaeuser Co$1.0K430.0%
AMPLIFY ETF TR$1.0K350.0%
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP$1.1K50.0%
T-Mobile US, Inc.TMUSCommon Stock$1.2K60.0%
Alibaba Group Holding LtdBABAADR$1.6K110.0%
DuPont de Nemours, Inc.$1.7K420.0%
VANGUARD SCOTTSDALE FDS$1.7K140.0%
Qnity Electronics, Inc.$1.7K210.0%
SCHWAB STRATEGIC TR$1.8K870.0%
SPDR GOLD TR$2.0K50.0%
HALEON PLC$2.0K2000.0%
Amcor PLC$2.1K2520.0%
ADTRAN Holdings, Inc.$2.5K2900.0%
Tesla Inc$2.7K60.0%
Otis Worldwide Corp$2.8K320.0%
ASML HOLDING N V$3.2K30.0%
OFS CAP CORP$3.3K6870.0%
Meta Platforms Inc$3.3K50.0%
AMERICAN CENTY ETF TR$3.4K510.0%
SCHWAB STRATEGIC TR$3.4K1360.0%
ICAHN ENTERPRISES LP$3.5K4580.0%
EXCHANGE TRADED CONCEPTS TRU$3.5K500.0%
ALCON AG$3.5K450.0%
GLOBAL X FDS$3.6K1000.0%
SCHWAB STRATEGIC TR$3.6K1420.0%
TAKEDA PHARMACEUTICAL CO LTDTAKADR$3.7K2350.0%
Netflix Inc$3.8K400.0%
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