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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 6 of 14  ·  268 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CSX CSX CORP Industrials 78,110.0 $3.7M 0.20% +3K +3.5% $47.53 +8.4%
102 V VISA INC Financial Services 10,296.0 $3.5M 0.19% +368.0 +3.7% $343.09 +12.0%
103 VLO VALERO ENERGY CORP Energy 13,533.0 $3.5M 0.19% +134.0 +1.0% $260.44 +30.7%
104 GSK GSK PLC Healthcare 67,212.0 $3.5M 0.19% $52.42 -0.7%
105 MDT MEDTRONIC PLC Healthcare 44,254.0 $3.5M 0.19% -97K -68.7% $78.23 +16.5%
106 FDX FEDEX CORP Industrials 10,587.0 $3.3M 0.18% -73.0 -0.7% $313.13 +6.6%
107 NFLX NETFLIX INC. Communication Services 45,913.0 $3.3M 0.18% +8K +22.1% $71.40 +15.2%
108 CRM SALESFORCE INC Technology 20,821.0 $3.3M 0.17% +441.0 +2.2% $156.66 +31.3%
109 NEE NEXTERA ENERGY INC Utilities 36,472.0 $3.2M 0.17% +4K +10.8% $87.77 -4.0%
110 XLRE SELECT SECTOR SPDR TR 72,357.0 $3.2M 0.17% -3K -3.4% $44.03 +3.0%
111 IBB ISHARES TR 16,535.0 $3.1M 0.17% $190.19 +13.8%
112 BKR BAKER HUGHES COMPANY Energy 54,863.0 $3.0M 0.16% -598.0 -1.1% $55.50 +11.4%
113 PLD PROLOGIS INC. Real Estate 22,447.0 $3.0M 0.16% $135.47 +5.8%
114 EFA ISHARES TR 29,113.0 $3.0M 0.16% $103.88 +4.7%
115 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 24,404.0 $3.0M 0.16% -476.0 -1.9% $123.11 +31.4%
116 TMO THERMO FISHER SCIENTIFIC INC Healthcare 5,764.0 $2.9M 0.15% -162.0 -2.7% $501.36 +25.3%
117 GE GE AEROSPACE Industrials 5,884.0 $2.2M 0.12% +1K +27.5% $373.73 -6.5%
118 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 7,451.0 $2.2M 0.12% -51.0 -0.7% $293.18 +3.6%
119 TXN TEXAS INSTRS INC Technology 7,203.0 $2.1M 0.12% -72.0 -1.0% $298.07 -12.8%
120 NSC NORFOLK SOUTHN CORP Industrials 6,607.0 $2.1M 0.11% +317.0 +5.0% $314.59 +11.7%
Page 6 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%