HARBOR INVESTMENT ADVISORY, LLC — 13F holdings

HARBOR INVESTMENT ADVISORY, LLC reported 1,437 holdings worth $1.47B in its 13F filing for Q3 2026, filed October 13, 2026.

Largest positions

1. MAR MARRIOTT INTL INC NEW — $189M (12.9%)
2. AAPL APPLE INC — $106M (7.2%)
3. AMZN AMAZON COM INC — $57.8M (3.9%)
4. GOOGL ALPHABET INC — $57.6M (3.9%)
5. MSFT MICROSOFT CORP — $50.1M (3.4%)
6. BRK.B BERKSHIRE HATHAWAY INC DEL — $31.5M (2.1%)
7. NVDA NVIDIA CORPORATION — $21.5M (1.5%)
8. GOOG ALPHABET INC — $21.4M (1.5%)
9. JPM JPMORGAN CHASE & CO. — $19.4M (1.3%)
10. IVV ISHARES TR — $18.9M (1.3%)