HARBOR INVESTMENT ADVISORY, LLC

Position in CF — CF Industries Holdings, Inc.

CIK 1468792 LUTHERVILLE, MD

Position in CF

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$177,438

-$35,239 QoQ

Shares Held

1,639

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#745

of 955 holders

Holding Since

Jun 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Basic Materials · as of Jun 30, 2026

HARBOR INVESTMENT ADVISORY, LLC holds $370,278 across 3 Agricultural Inputs names. CF ranks #2 (47.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CTVA	Corteva, Inc.	2,273	$192,500
2	CF	CF Industries Holdings, Inc. This page	1,639	$177,438
3	SMG	Scotts Miracle-Gro Co	5	$340

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$177,438	1,639	+0.1%	Shares	Sole	2026-07-07
2026-03-31	$212,677	1,638	-2.3%	Shares	Sole	2026-04-23
2025-12-31	$129,621	1,676	-0.1%	Shares	Sole	2026-01-07
2025-09-30	$150,516	1,678	+0.1%	Shares	Sole	2025-10-27
2025-06-30	$154,284	1,677	+0.6%	Shares	Sole	2025-07-01
2025-03-31	$130,276	1,667	+0.1%	Shares	Sole	2025-04-09
2024-12-31	$142,143	1,666	+0.4%	Shares	Sole	2025-01-16
2024-09-30	$142,342	1,659	-30.8%	Shares	Sole	2024-10-04
2024-06-30	$177,591	2,396	-11.2%	Shares	Sole	2024-07-19
2024-03-31	$224,500	2,698	-4.2%	Shares	Sole	2024-04-12
2023-12-31	$223,951	2,817	-6.6%	Shares	Sole	2024-01-26
2023-09-30	$258,591	3,016	0.0%	Shares	Sole	2023-10-13
2023-06-30	$209,370	3,016	-48.7%	Shares	Sole	2023-07-14
2023-03-31	$425,878	5,875	-25.9%	Shares	Sole	2023-04-21
2022-12-31	$675,124	7,924	-22.9%	Shares	Sole	2023-01-24
2022-09-30	$989,835	10,284	-9.0%	Shares	Sole	2022-11-01
2022-06-30	$968,920	11,302	-1.7%	Shares	Sole	2022-07-18
2022-03-31	$1,185,499	11,503	+195.0%	Shares	Sole	2022-04-20
2021-12-31	$275,971	3,899	0.0%	Shares	Sole	2022-01-10
2021-09-30	$217,642	3,899	+274.9%	Shares	Sole	2021-10-12
2020-06-30	$29,265	1,040	—	Shares	Sole	2020-07-16
No filing history on record for this holder in this stock.