HARBOR INVESTMENT ADVISORY, LLC

CIK
1468792
City
LUTHERVILLE
State / Country
MD

Top Portfolio Positions

823 positions · $822,230,066 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
MAR
Marriott International Inc /Md/
Consumer Cyclical
533,911 $174,626,270 21.24%
AAPL
Apple Inc.
Technology
323,256 $82,039,140 9.98%
GOOGL
Alphabet Inc.
Communication Services
171,347 $49,272,543 5.99%
AMZN
Amazon Com Inc
Consumer Cyclical
230,906 $48,090,792 5.85%
MSFT
Microsoft Corp
Technology
94,967 $35,153,934 4.28%
JPM
Jpmorgan Chase & Co
Financial Services
55,828 $16,422,364 2.00%
GLDM
World Gold Trust
170,467 $15,800,586 1.92%
MA
Mastercard Inc
Financial Services
27,288 $13,634,722 1.66%
NVDA
Nvidia Corp
Technology
77,302 $13,481,468 1.64%
GLD
Spdr Gold Trust
28,477 $12,253,368 1.49%

Portfolio Trend

26 quarters · across all stocks

Holdings in MAR

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $174,626,270 533,911
2025-12-31 $175,710,318 566,369
2025-09-30 $149,067,261 572,367
2025-06-30 $152,306,105 557,469
2025-03-31 $132,824,845 557,619
2024-12-31 $155,581,853 557,761
2024-09-30 $139,688,340 561,900
2024-06-30 $135,860,717 561,942
2024-03-31 $160,267,816 635,202
2023-12-31 $127,986,621 567,543
2023-09-30 $111,564,900 567,587
2023-06-30 $11,889,702 64,727
2023-03-31 $10,196,184 61,408
2022-12-31 $7,377,052 49,547
2022-09-30 $7,145,318 50,987
2022-06-30 $1,513,383 11,127
2022-03-31 $2,024,288 11,518
2021-12-31 $1,681,812 10,178
2021-09-30 $1,550,354 10,469
2021-06-30 $1,436,053 10,519
2021-03-31 $1,549,082 10,459
2020-12-31 $1,296,641 9,829
2020-09-30 $790,170 8,535
2020-06-30 $578,077 6,743
2020-03-31 $516,413 6,903