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Portfolio (Quarterly) Guide ↗

BAR HARBOR WEALTH MANAGEMENT

· CIK 0001035463
13F Portfolio $1.7B AUM 266 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New 76 Added 100 Reduced 5 Exited
Page 3 of 14  ·  266 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 REGN REGENERON PHARMACEUTICALS Healthcare 14,714.0 $11.4M 0.67% $772.64 -17.3%
42 XLC SELECT SECTOR SPDR TR 100,763.0 $11.2M 0.65% +15K +17.5% $110.86 +4.1%
43 XLE SELECT SECTOR SPDR TR 178,510.0 $10.9M 0.64% $61.26 -2.9%
44 ITOT ISHARES TR 75,434.0 $10.7M 0.63% +11K +17.1% $142.43 +14.4%
45 FTAI AVIATION LTD 42,279.0 $10.4M 0.61% -20K -31.7% $245.00
46 PG PROCTER & GAMBLE CO Consumer Defensive 70,907.0 $10.2M 0.60% $144.44 +0.0%
47 RGLD ROYAL GOLD INC Basic Materials 40,141.0 $10.2M 0.60% +5K +12.7% $254.49 -13.4%
48 UNP UNION PAC CORP Industrials 41,592.0 $10.1M 0.59% $242.62 +9.6%
49 EMR EMERSON ELEC CO Industrials 73,367.0 $9.6M 0.56% -452.0 -0.6% $131.02 +4.1%
50 ADP AUTOMATIC DATA PROCESSING IN Industrials 45,316.0 $9.2M 0.54% -1K -2.3% $203.18 +10.9%
51 SYY SYSCO CORP Consumer Defensive 127,777.0 $9.1M 0.53% $71.33 +7.0%
52 XLU SELECT SECTOR SPDR TR 198,424.0 $9.1M 0.53% +8K +4.0% $45.89 -1.2%
53 CLOA BLACKROCK ETF TRUST II 175,508.0 $9.1M 0.53% -110K -38.4% $51.83 +0.3%
54 HD HOME DEPOT INC Consumer Cyclical 27,607.0 $9.1M 0.53% +2K +6.0% $328.89 -4.8%
55 PEP PEPSICO INC Consumer Defensive 55,702.0 $8.6M 0.51% +788.0 +1.4% $155.29 -3.0%
56 VZ VERIZON COMMUNICATIONS INC Communication Services 169,699.0 $8.5M 0.50% +2K +1.5% $50.20 -3.7%
57 FAF FIRST AMERN FINL CORP Financial Services 139,682.0 $8.4M 0.49% +4K +3.0% $60.29 +13.1%
58 LRCX LAM RESEARCH CORP Technology 39,032.0 $8.3M 0.49% -7K -14.8% $213.66 +42.9%
59 SPY STATE STR SPDR S&P 500 ETF T Financial Services 12,737.0 $8.3M 0.48% +359.0 +2.9% $650.34 +14.7%
60 XLB SELECT SECTOR SPDR TR 161,074.0 $8.0M 0.47% +20K +14.0% $49.97 +0.6%
Page 3 of 14  ·  266 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
Healthcare 22.1%
Technology 18.0%
Financial Services 12.5%
Industrials 12.2%
Consumer Defensive 10.2%
Energy 7.8%
Consumer Cyclical 6.0%
Communication Services 5.9%
Basic Materials 2.2%
Real Estate 2.0%