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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 4 of 14  ·  268 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PEP PEPSICO INC Consumer Defensive 55,374.0 $7.5M 0.40% -328.0 -0.6% $135.40 +5.0%
62 MA MASTERCARD INCORPORATED Financial Services 14,505.0 $7.4M 0.40% $513.60 +16.7%
63 RGLD ROYAL GOLD INC Basic Materials 35,942.0 $7.2M 0.39% -4K -10.5% $199.61 +34.1%
64 VZ VERIZON COMMUNICATIONS INC Communication Services 167,589.0 $7.1M 0.38% -2K -1.2% $42.34 +18.6%
65 ANET ARISTA NETWORKS INC Technology 39,838.0 $6.8M 0.36% -1K -3.6% $169.88 +12.4%
66 EMN EASTMAN CHEM CO Basic Materials 100,735.0 $6.7M 0.36% +560.0 +0.6% $66.98 +7.5%
67 GOOG ALPHABET INC 18,803.0 $6.6M 0.36% -938.0 -4.8% $353.33
68 CB CHUBB LIMITED Financial Services 19,402.0 $6.6M 0.35% $340.74 +0.7%
69 ETN EATON CORP PLC Industrials 15,385.0 $6.6M 0.35% $426.12 -4.0%
70 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 99,854.0 $6.4M 0.35% -813.0 -0.8% $64.45 +1.4%
71 PANW PALO ALTO NETWORKS INC Technology 18,354.0 $6.3M 0.34% -601.0 -3.2% $341.02 -0.3%
72 BAC BANK OF AMER CORP Financial Services 105,936.0 $6.0M 0.32% $56.98 +9.5%
73 WM WASTE MGMT INC DEL Industrials 26,994.0 $6.0M 0.32% -276.0 -1.0% $222.88 -0.4%
74 PH PARKER-HANNIFIN CORP Industrials 6,052.0 $5.9M 0.32% -61.0 -1.0% $978.12 +3.9%
75 APH AMPHENOL CORP Technology 32,372.0 $5.7M 0.31% -2K -5.9% $176.32 -9.9%
76 NOK NOKIA CORP Technology 424,432.0 $5.6M 0.30% NEW $13.28 -22.1%
77 VCSH VANGUARD SCOTTSDALE FDS 69,153.0 $5.5M 0.29% -384.0 -0.6% $79.03 -0.3%
78 DHR DANAHER CORP DEL Healthcare 27,486.0 $5.2M 0.28% -38K -58.3% $190.48 +13.3%
79 ROK ROCKWELL AUTOMATION INC Industrials 10,396.0 $5.1M 0.28% +112.0 +1.1% $495.08 -13.3%
80 TKR TIMKEN CO Industrials 35,057.0 $5.1M 0.27% $145.32 -15.8%
Page 4 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%