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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 7 of 14  ·  268 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PM PHILIP MORRIS INTL INC Consumer Defensive 11,485.0 $2.1M 0.11% -389.0 -3.3% $180.91 +7.2%
122 AZO AUTOZONE INC Consumer Cyclical 640.0 $2.0M 0.11% -16.0 -2.4% $3195.94 -5.3%
123 BKNG BOOKING HOLDINGS INC Consumer Cyclical 11,185.0 $2.0M 0.11% +11K +2374.6% $178.24 +19.9%
124 EEM ISHARES TR 29,122.0 $2.0M 0.11% +548.0 +1.9% $68.41 -1.7%
125 SNPS SYNOPSYS INC Technology 4,324.0 $1.9M 0.10% +143.0 +3.4% $446.07 -8.4%
126 LOW LOWES COS INC Consumer Cyclical 8,620.0 $1.9M 0.10% -552.0 -6.0% $220.49 -2.7%
127 ULTA ULTA BEAUTY INC Consumer Cyclical 4,203.0 $1.9M 0.10% -71.0 -1.7% $450.98 +19.1%
128 UPS UNITED PARCEL SVCS INC Industrials 17,417.0 $1.9M 0.10% -3K -13.3% $107.50 -2.2%
129 IEFA ISHARES TR 18,478.0 $1.8M 0.10% +1K +5.9% $96.58 +5.0%
130 UBER UBER TECHNOLOGIES INC Technology 23,924.0 $1.7M 0.09% +5K +24.5% $72.16 +11.3%
131 RPM RPM INTL INC Basic Materials 14,440.0 $1.6M 0.09% NEW $111.15 -3.9%
132 SDY SPDR SERIES TRUST 10,045.0 $1.5M 0.08% $152.18 +4.0%
133 MMM 3M CO Industrials 9,220.0 $1.5M 0.08% -885.0 -8.8% $161.91 +10.8%
134 BMY BRISTOL-MYERS SQUIBB CO Healthcare 25,120.0 $1.4M 0.08% -13K -33.8% $57.62 +17.9%
135 TSCO TRACTOR SUPPLY CO Consumer Cyclical 45,490.0 $1.4M 0.08% -3K -5.5% $31.61 +11.9%
136 AMD ADVANCED MICRO DEVICES INC Technology 2,471.0 $1.4M 0.08% -25.0 -1.0% $580.91 -17.5%
137 AKAM AKAMAI TECHNOLOGIES INC Technology 11,817.0 $1.4M 0.07% +478.0 +4.2% $118.21 -10.5%
138 AMGN AMGEN INC Healthcare 3,657.0 $1.3M 0.07% +25.0 +0.7% $362.12 +22.1%
139 INTC INTEL CORP Technology 9,246.0 $1.3M 0.07% -3K -25.1% $139.63 -37.3%
140 GEV GE VERNOVA INC Utilities 1,092.0 $1.3M 0.07% +322.0 +41.8% $1174.86 -21.1%
Page 7 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%