BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Harbor Advisors LLC

· CIK 0001687156
13F Portfolio $795M AUM 194 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 194 New
Page 7 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FHN FIRST HORIZON CORPORATION Financial Services 21,732.0 $557K 0.07% NEW $25.64 -3.7%
122 VOYA VOYA FINANCIAL INC Financial Services 6,000.0 $543K 0.07% NEW $90.53 +7.7%
123 MCD MCDONALDS CORP Consumer Cyclical 2,000.0 $541K 0.07% NEW $270.31 -0.4%
124 UBER UBER TECHNOLOGIES INC Technology 7,298.0 $527K 0.07% NEW $72.16 +8.9%
125 GS GOLDMAN SACHS GROUP INC Financial Services 500.0 $506K 0.06% NEW $1011.37 -0.9%
126 ORCL ORACLE CORP Technology 3,400.0 $498K 0.06% NEW $146.55 -3.1%
127 HAFC HANMI FINL CORP Financial Services 15,000.0 $486K 0.06% NEW $32.40 -3.9%
128 TRULIEVE CANNABIS CORP 42,640.0 $484K 0.06% NEW $11.36
129 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,000.0 $478K 0.06% NEW $477.57 -12.9%
130 CNC CENTENE CORP DEL Healthcare 7,000.0 $449K 0.06% NEW $64.19 -0.1%
131 SBCF SEACOAST BKG CORP FLA Financial Services 13,272.0 $441K 0.06% NEW $33.25 +4.5%
132 AEM AGNICO EAGLE MINES LTD Basic Materials 2,800.0 $434K 0.06% NEW $155.13 +36.7%
133 DAL DELTA AIR LINES INC Industrials 4,602.0 $431K 0.05% NEW $93.66 -13.5%
134 ZTS ZOETIS INC Healthcare 5,976.0 $429K 0.05% NEW $71.86 +4.5%
135 KNSL KINSALE CAP GROUP INC Financial Services 1,300.0 $429K 0.05% NEW $329.81 +15.6%
136 NXPI NXP SEMICONDUCTORS N V Technology 1,500.0 $422K 0.05% NEW $281.03 -20.7%
137 FNV FRANCO NEV CORP Basic Materials 2,000.0 $417K 0.05% NEW $208.44 +23.8%
138 VKTX VIKING THERAPEUTICS INC Healthcare 10,500.0 $410K 0.05% NEW $39.01 -11.9%
139 CBNK CAPITAL BANCORP INC MD Financial Services 11,517.0 $404K 0.05% NEW $35.12 +4.4%
140 TCBX THIRD COAST BANCSHARES INC Financial Services 10,000.0 $404K 0.05% NEW $40.40 +12.1%
Page 7 of 10  ·  194 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
Real Estate 33.9%
Technology 22.8%
Financial Services 16.0%
Communication Services 9.9%
Consumer Cyclical 6.0%
Energy 4.0%
Industrials 3.8%
Basic Materials 1.4%
Healthcare 1.3%
Consumer Defensive 0.7%