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| Harbor Investment Advisory LLC
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|---|---|
| CRD # | 151085 |
| SEC # | 801-70893 |
| CIK # | 0001100710, 0001468792 |
| AUM | 6,869.2 M (2026-03-27) |
| Employees | 35 (86% Investors, 86% Brokers) |
| Phone | 410-659-8900 |
| Address | 2330 W Joppa Road Lutherville, MD 21093 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Marriott International Inc /MD/ | 197.2 | ||
| Apple Inc | 92.2 | ||
| Alphabet Inc | 60.8 | ||
| Amazon Com Inc | 54.7 | ||
| Microsoft Corp | 35.0 | ||
| Alphabet Inc | 22.6 | ||
| J P Morgan Chase & Co | 18.9 | ||
| Nvidia Corp | 16.1 | ||
| World Currency Gold Trust | 14.1 | ||
| Visa Inc | 13.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,321 | 0.2 |
| (b) Individuals (high net worth individuals) | 2,036 | 2.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 75 | 1.0 |
| (h) Charitable organizations | 80 | 2.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 28 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 3,540 | 6.9 |
| By Discretionary | ||
| Discretionary | 2,911 | 3.7 |
| Non-Discretionary | 629 | 3.2 |
| Total | 3,540 | 6.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.9 | |
| Total | 3,540 | 6.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001100710] | |
| 13F-HR | [0001468792] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 48 |
| Serves | Institutional, Retail |
| LEI | 2549001NMJH7OVJ19562 |
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