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Portfolio (Quarterly) Guide ↗

FLAGSHIP HARBOR ADVISORS, LLC

· CIK 0001691766
13F Portfolio $2.1B AUM 2,281 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 1532 New 233 Added 450 Reduced
Page 44 of 77  ·  1,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 FMHI FIRST TRUST 150.0 $7K NEW $47.93 -1.1%
862 PAYC PAYCOM SOFTWARE Technology 45.0 $7K NEW $159.36 +43.7%
863 DFIC DIMENSIONAL INTL 206.0 $7K NEW $34.46 +14.3%
864 ESTC ELASTIC N V Technology 94.0 $7K NEW $75.44 +13.9%
865 ABRDN GLOBAL 1,845.0 $7K NEW $3.84
866 TNL TRAVEL LEISURE Consumer Cyclical 100.0 $7K NEW $70.53 +1.6%
867 CAC CAMDEN NATIONAL Financial Services 160.0 $7K NEW $43.59 +30.0%
868 CRITICAL METALS 1,000.0 $7K NEW $6.94
869 TW TRADEWEB MARKETS Financial Services 64.0 $7K NEW $108.28 -1.1%
870 AGO ASSURED GUARANTY Financial Services 77.0 $7K NEW $89.87 -17.2%
871 ARKW ARK NEXT 46.0 $7K NEW $149.41 +4.1%
872 PXF INVESCO FTSE 104.0 $7K NEW $65.68 +21.4%
873 BIDU BAIDU INC Communication Services 52.0 $7K NEW $130.65 -28.7%
874 TDC TERADATA CORP Technology 223.0 $7K NEW $30.44 -9.0%
875 CSGP COSTAR GROUP INC Real Estate 100.0 $7K NEW $67.24 -52.0%
876 CHWY CHEWY INC Consumer Cyclical 200.0 $7K NEW $33.05 -27.3%
877 WING WINGSTOP INC Consumer Cyclical 27.0 $7K NEW $244.44 -52.8%
878 SACH SACHEM CAPITAL Real Estate 6,220.0 $6K NEW $1.04 -20.5%
879 MITT TPG MORTGAGE INVESTMENT Real Estate 758.0 $6K NEW $8.52 -21.3%
880 CRCL CIRCLE INTERNET Financial Services 81.0 $6K NEW $79.31 +10.9%
Page 44 of 77  ·  1,532 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
Financial Services 29.3%
Technology 28.7%
Consumer Cyclical 11.0%
Healthcare 8.3%
Communication Services 6.9%
Industrials 5.5%
Consumer Defensive 3.8%
Energy 3.3%
Utilities 1.4%
Basic Materials 1.1%