Harbor Investment Advisory LLC Q2 2026 Portfolio Activity: Major Purchases & Sales

Harbor Investment Advisory, Llc (HIA) demonstrated active management during its Q2 2026 reporting period. The firm focused on acquiring shares across various sectors while strategically reducing exposure in others.

Prominent Purchases: Harbor significantly increased its portfolio allocation through several key acquisitions:

• They substantially boosted their position in the Vanguard Growth ETF (VUG), adding 168,809 shares representing a nearly 502% increase from the previous quarter.
• The investment in iShares Core High Dividend ETF (HDV) grew notably by acquiring an additional 60,895 shares, a ~387% jump.
• Purchases of the iShares Russell 1000 Growth ETF (IWF) increased significantly with a net gain of 43,992 shares (~304%) during this period.
• The firm also showed strong interest in KLA Corporation Common Stock (KLAC), increasing its stake by over 966% through share additions.

These purchases, alongside increases in other ETFs like IEMG and FMDE, contributed to a strategic shift towards growth-oriented vehicles and specific sectors such as Technology via the KLAC position. The total value invested across these new or significantly increased holdings was substantial during Q2.

Notable Sales & Exits: Harbor also conducted significant sales activities this quarter:

• The firm divested a considerable portion of its stake in Amplify Junior Silver Miners ETF (SILJ), reducing the position by 28,120 shares or ~29.3%.
• They sold shares from their portfolio that resulted in a nearly 45% increase in holdings for iShares iBond Dec 2030 Term Corporate Bonds (IBDV), adding significantly to the fixed income portion.
• Furthermore, Harbor sold shares from their position in Perpetual Resources Corp Common Stock (PPTA), which saw a ~87% increase in its stake through share additions alone.

These actions, including the sale of SILJ and other ETFs like IBDU, indicate a measured approach to rebalancing or adjusting specific segments within their portfolio. The overall portfolio value increased during this period.

Strategic Implications: Overall, Harbor Investment Advisory's Q2 2026 activity suggests a focus on capitalizing on growth opportunities and potentially rotating towards higher-yielding fixed income strategies through ETF purchases like IBDU. The significant reduction in the SILJ position points to an exit strategy for certain themes.

For detailed insights into Harbor Investment Advisory's holdings, performance metrics, and more information about their investment process or portfolio composition as of June 30th, 2026, readers can refer directly to HIA's profile on Insiderset.