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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 19 of 23  ·  450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 TMFM MOTLEY FOOL 6,606.0 $155K 0.01% -3K -29.0% $23.44 -12.2%
362 CMI CUMMINS INC Industrials 302.0 $155K 0.01% -372.0 -55.2% $512.01 +32.4%
363 GRMN GARMIN LTD Technology 760.0 $154K 0.01% -1K -64.3% $202.85 +11.3%
364 AFL AFLAC INC Financial Services 1,378.0 $152K 0.01% -3K -66.8% $110.34 +7.6%
365 ZBRA ZEBRA TECHNOLOGIES Technology 626.0 $152K 0.01% -438.0 -41.2% $242.82 +6.8%
366 BLOCK INC 2,269.0 $148K 0.01% -2K -40.6% $65.09
367 IGV ISHARES EXPANDED 1,385.0 $146K 0.01% -15K -91.5% $105.69 -12.1%
368 CLH CLEAN HARBORS Industrials 618.0 $145K 0.01% -902.0 -59.3% $234.48 +28.7%
369 EVEREST GROUP 424.0 $144K 0.01% -377.0 -47.1% $339.67
370 LNG CHENIERE ENERGY Energy 703.0 $137K 0.01% -1K -67.5% $194.47 +24.4%
371 HLN HALEON PLC Healthcare 13,344.0 $135K 0.01% -1K -8.0% $10.11 -11.4%
372 NBBK NB BANCORP Financial Services 6,436.0 $128K 0.01% -5K -46.0% $19.82 -3.3%
373 SMB VANECK SHORT 7,134.0 $124K 0.01% -5K -41.2% $17.41 -1.1%
374 DD DUPONT DE Basic Materials 2,989.0 $120K 0.01% -240.0 -7.4% $40.20 +22.7%
375 FAST FASTENAL CO Industrials 2,904.0 $117K 0.01% -6K -67.9% $40.13 +7.8%
376 TEAM ATLASSIAN CORP Technology 717.0 $116K 0.01% -1K -67.3% $162.14 -46.1%
377 IRM IRON MOUNTAIN Real Estate 1,393.0 $116K 0.01% -7K -82.5% $82.98 +50.7%
378 ARW ARROW ELECTRONICS Technology 1,000.0 $110K 0.01% -941.0 -48.5% $110.18 +88.7%
379 SOFI SOFI TECHNOLOGIES Financial Services 4,099.0 $107K 0.01% -5K -53.7% $26.18 -40.4%
380 CGDG CAPITAL GROUP 2,932.0 $105K 0.01% -7K -69.9% $35.65 +4.8%
Page 19 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%