SEC 13F Intelligence

Managers / Q4 2019 · view latest →

HARBOR INVESTMENT ADVISORY, LLC

CIK 0001468792 · 2330 W. JOPPA ROAD, SUITE 160, LUTHERVILLE, MD, 21093 · 410-659-8906

Reported Value
$434M
Q4 2019
Positions
1,052
Filings on Record
27
2019–present window
Filed
Jan 16, 2020
original filing

Summary

Harbor Investment Advisory, Llc reported $434M in U.S.-listed holdings across 1,052 positions for Q4 2019.

Its largest position, AAPL, represents 6.9% of the portfolio.

Reported Value by Quarter

13F Reported Value
Q4 ’19: $434MQ4 ’19Q1 ’20: $372MQ2 ’20: $471MQ3 ’20: $523MQ4 ’20: $624MQ4 ’20Q1 ’21: $664MQ2 ’21: $738MQ3 ’21: $738MQ4 ’21: $790MQ4 ’21Q1 ’22: $754MQ2 ’22: $624MQ3 ’22: $607MQ4 ’22: $640.2BQ4 ’22Q1 ’23: $669MQ2 ’23: $718MQ3 ’23: $764MQ4 ’23: $867MQ4 ’23Q1 ’24: $957MQ2 ’24: $958MQ3 ’24: $1.0BQ4 ’24: $1.1BQ4 ’24Q1 ’25: $1.0BQ2 ’25: $1.1BQ3 ’25: $1.2BQ4 ’25: $1.3BQ4 ’25Q1 ’26: $1.3BQ2 ’26: $1.4Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2019

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2026$1.4B1,315Jul 7, 202613F-HRchanges · EDGAR ↗
Q1 2026$1.3B1,233Apr 23, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.3B1,230Jan 7, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.2B1,180Oct 27, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.1B1,176Jul 1, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.0B1,176Apr 9, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.1B1,147Jan 16, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.0B1,151Oct 4, 202413F-HRchanges · EDGAR ↗
Q2 2024$958M1,306Jul 19, 202413F-HRchanges · EDGAR ↗
Q1 2024$957M1,339Apr 12, 202413F-HRchanges · EDGAR ↗
Q4 2023$867M1,169Jan 26, 202413F-HRchanges · EDGAR ↗
Q3 2023$764M1,189Oct 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$718M1,343Jul 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$669M1,328Apr 21, 202313F-HRchanges · EDGAR ↗
Q4 2022$640.2B1,344Jan 24, 202313F-HRchanges · EDGAR ↗
Q3 2022$607M1,400Nov 1, 202213F-HRchanges · EDGAR ↗
Q2 2022$624M1,384Jul 18, 202213F-HRchanges · EDGAR ↗
Q1 2022$754M1,368Apr 20, 202213F-HRchanges · EDGAR ↗
Q4 2021$790M1,348Jan 10, 202213F-HRchanges · EDGAR ↗
Q3 2021$738M1,343Oct 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$738M1,284Jul 27, 202113F-HRchanges · EDGAR ↗
Q1 2021$664M1,289Apr 16, 202113F-HRchanges · EDGAR ↗
Q4 2020$624M1,249Feb 4, 202113F-HRchanges · EDGAR ↗
Q3 2020$523M1,167Oct 23, 202013F-HRchanges · EDGAR ↗
Q2 2020$471M1,204Jul 16, 202013F-HRchanges · EDGAR ↗
Q1 2020$372M1,058May 11, 202013F-HRchanges · EDGAR ↗
Q4 2019$434M1,052Jan 16, 202013F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.