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 MAT

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $2,208 152
2025-12-31 $3,015 152
2025-09-30 $2,558 152
2025-06-30 $3,017 153
2025-03-31 $2,972 153
2024-12-31 $2,712 153
2024-09-30 $2,914 153
2024-06-30 $2,487 153
2024-03-31 $3,030 153
2023-12-31 $2,888 153
2023-09-30 $3,370 153
2023-06-30 $2,970 152
2023-03-31 $2,798 152
2022-12-31 $2,711 152
2022-09-30 $2,878 152
2022-06-30 $3,394 152
2022-03-31 $3,375 152
2021-12-31 $3,277 152
2021-09-30 $2,821 152
2021-06-30 $3,055 152
2021-03-31 $3,027 152
2020-12-31 $2,652 152
2020-09-30 $1,778 152
2020-06-30 $1,469 152
2020-03-31 $1,339 152