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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
Q4 2025 Q3 2025 · All 1532 New 233 Added 450 Reduced 55 Exited
Page 52 of 77  ·  1,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 LPX LA PAC CORP Basic Materials 40.0 $3K NEW $80.75 -17.0%
1022 WDS WOODSIDE ENERGY Energy 207.0 $3K NEW $15.59 +49.3%
1023 UGI UGI CORP Utilities 84.0 $3K NEW $37.82 -7.9%
1024 MTH MERITAGE HOMES Consumer Cyclical 48.0 $3K NEW $65.85 -7.6%
1025 XOP STATE STREET 25.0 $3K NEW $126.28 +38.4%
1026 LGLV STATE STREET 17.0 $3K NEW $185.35 -3.5%
1027 GPI GROUP ONE Consumer Cyclical 8.0 $3K NEW $393.38 -22.3%
1028 FSLY FASTLY INC Technology 309.0 $3K NEW $10.18 +60.7%
1029 CNS COHEN & STEERS Financial Services 50.0 $3K NEW $62.78 +14.2%
1030 BKU BANKUNITED INC Financial Services 70.0 $3K NEW $44.57 +3.9%
1031 FTDR FRONTDOOR INC Consumer Cyclical 54.0 $3K NEW $57.69 +7.5%
1032 FSV FIRSTSERVICE CORP Real Estate 20.0 $3K NEW $155.55 -18.3%
1033 AIT APPLIED INDUSTRIAL TECH Industrials 12.0 $3K NEW $256.75 +19.3%
1034 BFH BREAD FINANCIAL Financial Services 41.0 $3K NEW $74.02 +18.5%
1035 TAIL CAMBRIA TAIL 263.0 $3K NEW $11.51 -6.9%
1036 GVA GRANITE CONSTRUCTION Industrials 26.0 $3K NEW $115.85 +14.3%
1037 MEAR ISHARES SHORT 59.0 $3K NEW $50.44 -0.4%
1038 CPF CENTRAL PACIFIC Financial Services 95.0 $3K NEW $31.16 +9.2%
1039 THG HANOVER INSURANCE Financial Services 16.0 $3K NEW $184.31 +5.1%
1040 BW LPG LTD 225.0 $3K NEW $13.10
Page 52 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 28.4%
Technology 27.9%
Consumer Cyclical 10.7%
Communication Services 9.2%
Healthcare 8.1%
Industrials 5.3%
Consumer Defensive 3.6%
Energy 3.5%
Utilities 1.4%
Basic Materials 1.1%