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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 20 of 23  ·  450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 DKS DICKS SPORTING Consumer Cyclical 500.0 $99K 0.01% -438.0 -46.7% $197.97 +9.3%
382 HYD VANECK HIGH 1,927.0 $99K 0.01% -2K -51.5% $51.13 -1.1%
383 TYL TYLER TECHNOLOGIES Technology 216.0 $98K 0.01% -351.0 -61.9% $453.95 -31.3%
384 EZBC FRANKLIN BITCOIN Financial Services 1,908.0 $97K 0.01% -1K -39.9% $50.60 -12.3%
385 ELF E L F BEAUTY Consumer Defensive 1,235.0 $94K 0.00% -694.0 -36.0% $76.04 -25.8%
386 CDNS CADENCE DESIGN Technology 292.0 $91K 0.00% -564.0 -65.9% $312.58 +10.7%
387 CLS CELESTICA INC Technology 300.0 $89K 0.00% -4K -93.6% $295.61 +15.9%
388 OC OWENS CORNING Industrials 789.0 $88K 0.00% -1K -62.2% $111.91 +1.9%
389 DLR DIGITAL REALTY Real Estate 537.0 $83K 0.00% -2K -76.8% $154.71 +21.8%
390 LRCX LAM RESEARCH Technology 480.0 $82K 0.00% -5K -91.9% $171.18 +66.3%
391 APP APPLOVIN CORP Technology 120.0 $81K 0.00% -1K -89.8% $673.81 -26.9%
392 NEM NEWMONT CORP Basic Materials 808.0 $81K 0.00% -4K -81.4% $99.94 +9.1%
393 HLT HILTON WORLDWIDE Consumer Cyclical 280.0 $81K 0.00% -693.0 -71.2% $287.63 +9.9%
394 GBTC GRAYSCALE BITCOIN Financial Services 1,171.0 $80K 0.00% -4K -78.4% $68.36 -12.7%
395 BLUE OWL 6,403.0 $80K 0.00% -8K -54.7% $12.43
396 TDG TRANSDIGM GROUP Industrials 59.0 $79K 0.00% -95.0 -61.7% $1342.24 -14.4%
397 DOCS DOXIMITY INC Healthcare 1,628.0 $72K 0.00% -2K -60.1% $44.28 -57.2%
398 CRWV COREWEAVE INC Technology 967.0 $69K 0.00% -2K -70.3% $71.61 +49.8%
399 MKL MARKEL GROUP Financial Services 32.0 $69K 0.00% -116.0 -78.4% $2149.69 -14.2%
400 SYF SYNCHRONY FINANCIAL Financial Services 819.0 $68K 0.00% -2K -71.3% $83.43 -14.4%
Page 20 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%