Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

HARBOR INVESTMENT ADVISORY, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

HARBOR INVESTMENT ADVISORY, LLC (CIK 1468792) reported $1.43B across 1,309 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: MAR ($197.2M, 13.75%), AAPL ($92.2M, 6.43%), GOOGL ($60.8M, 4.24%), AMZN ($54.7M, 3.81%), MSFT ($35.0M, 2.44%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1MARMARRIOTT INTL INC NEW CL A$197.2M13.75%532,039Trimmed
2AAPLAPPLE INC COM$92.2M6.43%318,565Trimmed
3GOOGLALPHABET INC CAP STK CL A$60.8M4.24%169,993Trimmed
4AMZNAMAZON COM INC COM$54.7M3.81%229,466Trimmed
5MSFTMICROSOFT CORP COM$35.0M2.44%93,724Trimmed
6BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$32.0M2.23%64,040Trimmed
7GOOGALPHABET INC CAP STK CL C$22.6M1.58%64,099Trimmed
8JPMJPMORGAN CHASE & CO COM$18.9M1.32%57,733Added
9IVVISHARES CORE S&P 500 ETF$18.6M1.30%24,813Added
10VTIVANGUARD TOTAL STOCK MARKET ETF$17.6M1.22%47,452Added
11VUGVANGUARD GROWTH ETF$17.4M1.22%202,475Added
12VTVVANGUARD VALUE ETF$16.2M1.13%74,540Added
13NVDANVIDIA CORPORATION COM$16.1M1.13%80,699Added
14RSPINVESCO S&P 500 EQUAL WEIGHT ETF$15.5M1.08%73,046Added
15VOOVANGUARD S&P 500 ETF$15.1M1.05%21,966Added
16GLDMSPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST$14.1M0.99%178,090Added
17VVISA INC COM CL A$13.8M0.96%40,154Added
18MAMASTERCARD INCORPORATED CL A$13.4M0.93%26,097Trimmed
19IWNISHARES RUSSELL 2000 VALUE ETF$13.3M0.93%60,119Added
20LLYELI LILLY & CO COM$12.2M0.85%10,157Added
21SPYSTATE STREET SPDR S&P 500 ETF$11.5M0.80%15,414Added
22JNJJOHNSON & JOHNSON COM$10.6M0.74%41,765Added
23GLDSPDR GOLD SHARES$10.3M0.72%27,896Trimmed
24VOEVANGUARD MID-CAP VALUE ETF$10.1M0.71%51,274Added
25AVGOBROADCOM INC COM$10.0M0.70%26,459Added

Source: SEC Form 13F filings · as of 2026-06-30