HARBOR INVESTMENT ADVISORY, LLC

CIK
0001468792
City
LUTHERVILLE
State / Country
MD

Top Portfolio Positions

739 positions · $949,747,287 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
MAR
Marriott International Inc /Md/
Consumer Cyclical
566,369 $175,710,318 18.50%
AAPL
Apple Inc.
Technology
360,737 $98,069,960 10.33%
MSFT
Microsoft Corp
Technology
152,063 $73,540,708 7.74%
AMZN
Amazon Com Inc
Consumer Cyclical
309,697 $71,484,261 7.53%
GOOGL
Alphabet Inc.
Communication Services
180,370 $56,455,810 5.94%
JPM
Jpmorgan Chase & Co
Financial Services
69,244 $22,311,801 2.35%
NVDA
Nvidia Corp
Technology
85,846 $16,010,279 1.69%
MA
Mastercard Inc
Financial Services
27,730 $15,830,502 1.67%
GLDM
World Gold Trust
183,346 $15,652,248 1.65%
V
Visa Inc.
Financial Services
41,178 $14,441,536 1.52%

Portfolio Trend

25 quarters · across all stocks

Holdings in EMO

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Shares Held

Position Value (USD)

11 of 11 shown
Report Date Value (USD) Shares
2025-12-31 $94,300 2,112
2025-09-30 $94,871 2,112
2025-06-30 $101,312 2,112
2025-03-31 $104,797 2,112
2024-12-31 $98,292 2,112
2024-09-30 $89,126 2,112
2021-09-30 $3,714 170
2021-06-30 $3,921 170
2021-03-31 $3,175 170
2020-12-31 $2,283 170
2020-09-30 $1,490 170