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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 14  ·  268 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FTAI AVIATION LTD 41,629.0 $11.3M 0.60% -650.0 -1.5% $270.53
42 XLC SELECT SECTOR SPDR TR 101,272.0 $10.8M 0.58% +509.0 +0.5% $107.13 +5.0%
43 CLOA BLACKROCK ETF TRUST II 206,653.0 $10.7M 0.58% +31K +17.8% $51.91 +0.1%
44 SYY SYSCO CORP Consumer Defensive 127,602.0 $10.7M 0.57% $83.58 -0.4%
45 EMR EMERSON ELEC CO Industrials 73,518.0 $10.5M 0.56% $143.15 +9.5%
46 SPY STATE STR SPDR S&P 500 ETF T Financial Services 14,062.0 $10.5M 0.56% +1K +10.4% $746.77 +2.5%
47 PG PROCTER & GAMBLE CO Consumer Defensive 70,664.0 $10.4M 0.56% $146.64 -0.8%
48 CSCO CISCO SYS INC Technology 86,171.0 $10.1M 0.54% -2K -2.1% $117.46 -5.0%
49 ADP AUTOMATIC DATA PROCESSING IN Industrials 44,247.0 $9.9M 0.53% -1K -2.4% $223.95 +25.8%
50 ASML ASML HLDG NV Technology 4,957.0 $9.9M 0.53% +435.0 +9.6% $1989.44 -11.5%
51 FAF FIRST AMERN FINL CORP Financial Services 143,752.0 $9.9M 0.53% +4K +2.9% $68.59 +5.4%
52 CVX CHEVRON CORPORATION Energy 59,241.0 $9.8M 0.53% -14K -19.6% $165.76 +21.2%
53 HD HOME DEPOT INC Consumer Cyclical 27,260.0 $9.6M 0.52% -347.0 -1.3% $352.68 -4.9%
54 EGP EASTGROUP PPTYS INC Real Estate 46,837.0 $9.5M 0.51% +9K +24.2% $202.53 +0.1%
55 XLE SELECT SECTOR SPDR TR 174,918.0 $9.3M 0.50% -4K -2.0% $53.11 +17.6%
56 AVGO BROADCOM INC Technology 24,326.0 $9.2M 0.49% +204.0 +0.8% $377.75 -4.9%
57 REGN REGENERON PHARMACEUTICALS Healthcare 14,603.0 $9.1M 0.49% -111.0 -0.8% $623.54 +33.3%
58 XLU SELECT SECTOR SPDR TR 199,519.0 $9.0M 0.49% +1K +0.6% $45.34 -4.8%
59 XLB SELECT SECTOR SPDR TR 161,192.0 $8.2M 0.44% $50.83 +4.5%
60 AMRIZE LTD 143,906.0 $7.7M 0.41% +38K +35.5% $53.30
Page 3 of 14  ·  268 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%