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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 18 of 23  ·  450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 WEC WEC ENERGY Utilities 1,807.0 $191K 0.01% -296.0 -14.1% $105.46 +3.5%
342 KMI KINDER MORGAN Energy 6,911.0 $190K 0.01% -5K -42.3% $27.49 +22.3%
343 CLF CLEVELAND CLIFFS Basic Materials 14,300.0 $190K 0.01% -4K -22.7% $13.28 -19.7%
344 QQQJ INVESCO NASDAQ 5,020.0 $185K 0.01% -1K -19.9% $36.85 +11.4%
345 ADSK AUTODESK INC Technology 616.0 $182K 0.01% -621.0 -50.2% $296.01 -17.7%
346 CTAS CINTAS CORP Industrials 963.0 $181K 0.01% -704.0 -42.2% $188.26 -10.6%
347 OKTA OKTA INC Technology 2,069.0 $179K 0.01% -755.0 -26.7% $86.47 -4.3%
348 CASY CASEYS GENL Consumer Cyclical 321.0 $178K 0.01% -756.0 -70.2% $552.99 +54.8%
349 RCL ROYAL CARIBBEAN Consumer Cyclical 636.0 $177K 0.01% -410.0 -39.2% $279.01 -6.7%
350 RPM RPM INTL INC Basic Materials 1,695.0 $176K 0.01% -33.0 -1.9% $104.03 -8.4%
351 DOCU DOCUSIGN INC Technology 2,565.0 $175K 0.01% -2K -45.2% $68.40 -30.2%
352 SBUX STARBUCKS CORP Consumer Cyclical 2,041.0 $172K 0.01% -853.0 -29.5% $84.21 +26.8%
353 USRT ISHARES CORE 2,963.0 $169K 0.01% -898.0 -23.3% $56.98 +13.0%
354 ECL ECOLAB INC Basic Materials 629.0 $165K 0.01% -246.0 -28.1% $262.85 -5.8%
355 COF CAPITAL ONE Financial Services 681.0 $165K 0.01% -2K -74.0% $242.39 -22.8%
356 NOC NORTHROP GRUMMAN Industrials 287.0 $164K 0.01% -160.0 -35.8% $571.51 -5.4%
357 PNR PENTAIR PLC Industrials 1,564.0 $163K 0.01% -270.0 -14.7% $104.18 -30.2%
358 WAB WABTEC Industrials 761.0 $162K 0.01% -412.0 -35.1% $213.50 +23.6%
359 GDV GABELLI DIVIDEND Financial Services 5,846.0 $162K 0.01% -3K -30.9% $27.77 +3.7%
360 AON AON PLC Financial Services 446.0 $158K 0.01% -165.0 -27.0% $353.58 -7.6%
Page 18 of 23  ·  450 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%