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Portfolio (Quarterly) Guide ↗

BAR HARBOR WEALTH MANAGEMENT

· CIK 0001035463
13F Portfolio $1.9B AUM 268 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 59 Added 109 Reduced 13 Exited
Page 3 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LQD ISHARES TR 42,455.0 $4.6M 0.25% -915.0 -2.1% $109.07 -2.2%
42 CL COLGATE PALMOLIVE CO Consumer Defensive 49,161.0 $4.5M 0.24% -42K -46.1% $91.68 -0.1%
43 RTX RTX CORPORATION Industrials 22,311.0 $4.2M 0.23% -114.0 -0.5% $189.73 +10.4%
44 ADI ANALOG DEVICES INC Technology 10,399.0 $4.1M 0.22% -88.0 -0.8% $397.17 -6.0%
45 HPE HEWLETT PACKARD ENTERPRISE C Technology 90,172.0 $4.1M 0.22% -12K -11.9% $45.11 +19.4%
46 BALL BALL CORP Consumer Cyclical 61,865.0 $3.9M 0.21% -2K -3.1% $62.40 +2.0%
47 MCD MCDONALDS CORP Consumer Cyclical 14,069.0 $3.8M 0.20% -257.0 -1.8% $270.31 -0.2%
48 DIS DISNEY WALT CO Communication Services 38,908.0 $3.7M 0.20% -567.0 -1.4% $96.25 +15.7%
49 MDT MEDTRONIC PLC Healthcare 44,254.0 $3.5M 0.19% -97K -68.7% $78.23 +17.5%
50 FDX FEDEX CORP Industrials 10,587.0 $3.3M 0.18% -73.0 -0.7% $313.13 +6.0%
51 XLRE SELECT SECTOR SPDR TR 72,357.0 $3.2M 0.17% -3K -3.4% $44.03 +3.1%
52 BKR BAKER HUGHES COMPANY Energy 54,863.0 $3.0M 0.16% -598.0 -1.1% $55.50 +12.8%
53 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 24,404.0 $3.0M 0.16% -476.0 -1.9% $123.11 +31.6%
54 TMO THERMO FISHER SCIENTIFIC INC Healthcare 5,764.0 $2.9M 0.15% -162.0 -2.7% $501.36 +25.1%
55 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 7,451.0 $2.2M 0.12% -51.0 -0.7% $293.18 +3.9%
56 TXN TEXAS INSTRS INC Technology 7,203.0 $2.1M 0.12% -72.0 -1.0% $298.07 -13.0%
57 PM PHILIP MORRIS INTL INC Consumer Defensive 11,485.0 $2.1M 0.11% -389.0 -3.3% $180.91 +6.5%
58 AZO AUTOZONE INC Consumer Cyclical 640.0 $2.0M 0.11% -16.0 -2.4% $3195.94 -5.2%
59 LOW LOWES COS INC Consumer Cyclical 8,620.0 $1.9M 0.10% -552.0 -6.0% $220.49 -2.2%
60 ULTA ULTA BEAUTY INC Consumer Cyclical 4,203.0 $1.9M 0.10% -71.0 -1.7% $450.98 +17.5%
Page 3 of 6  ·  109 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 22.5%
Healthcare 20.6%
Financial Services 13.4%
Industrials 12.9%
Consumer Defensive 8.4%
Energy 6.0%
Consumer Cyclical 5.7%
Communication Services 5.4%
Real Estate 2.1%
Basic Materials 1.8%