Harbor Investment Advisory, LLC Incresed Positions in Q2 2025

Harbor Investment Advisory, LLC

  • $1.31 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VGT
Vanguard Information Technolog

ETFs
1
+ 0.11%
$470.37 - $663.28 $470 - $663
915 $600K
EEM
Ishares Msci Emerging Markets

ETFs
1K
+ 7.84%
$38.52 - $48.28 $38.5K - $48.3K
13.8K $661K
SCHW
Schwab Charles Corp

Financial Services
6
+ 0.08%
$69.06 - $91.24 $414 - $547
7.97K $726K
ABT
Abbott Laboratories

Healthcare
98
+ 0.38%
$123.95 - $138.08 $12.1K - $13.5K
25.9K $3.52M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
788
+ 10.96%
$55.54 - $69.09 $43.8K - $54.4K
7.98K $549K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
67
+ 0.39%
$114.78 - $133.31 $7.69K - $8.93K
17.5K $2.31M
TROW
Price T Rowe Group Inc

Financial Services
284
+ 1.98%
$80.27 - $98.06 $22.8K - $27.8K
14.6K $1.41M
ENVX
Enovix Corp

Industrials
490
+ 1.58%
$5.46 - $10.53 $2.68K - $5.16K
31.5K $325K
ITOT
Ishares Core S&P Total U.S. St

ETFs
93
+ 1.56%
$108.12 - $135.04 $10.1K - $12.6K
6.05K $812K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.55K
+ 285.08%
$43.53 - $54.46 $67.4K - $84.3K
2.09K $113K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
650
+ 6.61%
$41.45 - $54.46 $26.9K - $35.4K
10.5K $532K
SOUN
Soundhound Ai, Inc.

Technology
6.95K
+ 92.05%
$7.18 - $11.76 $49.9K - $81.7K
14.5K $142K
VBR
Vanguard Small Cap Value ETF

ETFs
258
+ 9.92%
$162.76 - $195.77 $42K - $50.5K
2.86K $559K
NVO
Novo Nordisk A S

Healthcare
1.06K
+ 44.61%
$58.08 - $81.05 $61.5K - $85.8K
3.43K $236K
KNSL
Kinsale Capital Group, Inc.

Financial Services
150
+ 79.79%
$419.99 - $501.97 $63K - $75.3K
338 $163K
DISV
Dimensional ETF Tr Dimensional

ETFs
370
+ 2.06%
$25.93 - $32.91 $9.59K - $12.2K
18.3K $601K
IEMG
Ishares Inc

ETFs
1.28K
+ 140.61%
N/A
2.19K $117K
PDI
Pimco Dynamic Income Fund

Financial Services
5.3K
+ 11.32%
$17.02 - $19.87 $90.2K - $105K
52.1K $988K
UTHR
United Therapeutics Corp

Healthcare
219
+ 730.0%
$276.47 - $328.4 $60.5K - $71.9K
249 $71K
SRE
Sempra Energy

Utilities
757
+ 88.54%
$63.78 - $78.91 $48.3K - $59.7K
1.61K $122K
ARES
Ares Management Corp

Financial Services
2
+ 0.09%
$118.04 - $175.83 $236 - $352
2.16K $373K
MO
Altria Group, Inc.

Consumer Defensive
1.1K
+ 19.05%
$55.56 - $60.91 $61.1K - $67K
6.87K $402K
XLU
Utilities Sector Spdr

ETFs
1
+ 0.01%
$73.09 - $82.77 $73.1 - $82.8
16.5K $1.34M
T
At&T Inc.

Communication Services
1.44K
+ 7.79%
$26.33 - $28.94 $38K - $41.7K
20K $577K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
620
+ 2.18%
$43.28 - $50.37 $26.8K - $31.2K
29.1K $1.45M
TLT
Ishares Barclays 20+ Year Trea

ETFs
591
+ 1477.5%
$83.97 - $92.85 $49.6K - $54.9K
631 $55K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
605
+ 11.61%
$56.84 - $65.5 $34.4K - $39.6K
5.82K $380K
LHX
L3 Harris Technologies, Inc.

Industrials
156
+ 52.35%
$200.21 - $256.99 $31.2K - $40.1K
454 $113K
TDY
Teledyne Technologies Inc

Technology
55
+ 3.84%
$435.54 - $512.31 $24K - $28.2K
1.49K $762K
GLW
Corning Inc

Technology
17
+ 0.25%
$39.07 - $52.59 $664 - $894
6.84K $359K
CAH
Cardinal Health Inc

Healthcare
150
+ 24.96%
$125.0 - $168.0 $18.8K - $25.2K
751 $126K
PSA
Public Storage

Real Estate
150
+ 384.62%
$266.31 - $309.77 $39.9K - $46.5K
189 $55K
VRT
Vertiv Holdings CO

Industrials
499
+ 10.89%
N/A
5.08K $440K
ODFL
Old Dominion Freight Line, Inc.

Industrials
266
+ 113.19%
$146.74 - $176.07 $39K - $46.8K
501 $81K
IXUS
Ishares Tr

ETFs
83
+ 1.54%
$62.37 - $77.63 $5.18K - $6.44K
5.48K $422K
AOR
Ishares Tr Core Growth Allocat

ETFs
257
+ 3.78%
$53.36 - $61.57 $13.7K - $15.8K
7.06K $432K
EFG
Msci Eafe Growth ETF

ETFs
329
+ 72.95%
$89.8 - $112.0 $29.5K - $36.8K
780 $87K
AIZ
Assurant, Inc.

Financial Services
250
+ 34.58%
$179.73 - $211.56 $44.9K - $52.9K
973 $192K
FSS
Federal Signal Corp

Industrials
193
+ 29.33%
$69.23 - $106.42 $13.4K - $20.5K
851 $90K
OEF
Ishares S&P 100 ETF

ETFs
151
+ 34.71%
N/A
586 $155K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.78K
+ 99.94%
$22.3 - $22.57 $39.6K - $40.1K
3.56K $79K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
839
+ 50.97%
$45.12 - $46.23 $37.9K - $38.8K
2.49K $114K
AGI
Alamos Gold Inc

Basic Materials
1.47K
+ 2.33%
$23.81 - $30.33 $35K - $44.6K
64.7K $1.72M
EME
Emcor Group, Inc.

Industrials
55
+ 110.0%
$342.02 - $534.89 $18.8K - $29.4K
105 $56K
AIT
Applied Industrial Technologies Inc

Industrials
161
+ 100.63%
$206.03 - $243.28 $33.2K - $39.2K
321 $74K
GD
General Dynamics Corp

Industrials
10
+ 0.58%
$247.68 - $291.66 $2.48K - $2.92K
1.74K $508K
IAU
Ishares Gold Trust

ETFs
268
+ 4.65%
$56.1 - $64.74 $15K - $17.4K
6.04K $376K
AXON
Axon Enterprise, Inc.

Industrials
5
+ 4.72%
$497.13 - $827.94 $2.49K - $4.14K
111 $91K
STZ
Constellation Brands, Inc.

Consumer Defensive
317
+ 40.8%
$160.0 - $195.62 $50.7K - $62K
1.09K $177K
Activity Summary
Buys All Purchases 327 New Holdings 49 Increased Positions 278 Sells All Sells 251 Reductions 251 Sold out 0 Options Calls 0 Puts 1
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