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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 3 of 23  ·  450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LLY ELI LILLY Healthcare 4,782.0 $5.1M 0.24% -2K -24.5% $1074.74 -6.3%
42 CVX CHEVRON CORP Energy 29,634.0 $4.5M 0.21% -563.0 -1.9% $152.41 +25.4%
43 MA MASTERCARD INC Financial Services 7,894.0 $4.5M 0.21% -1K -14.1% $570.92 -13.4%
44 SMOG VANECK LOW 34,464.0 $4.5M 0.21% -839.0 -2.4% $129.63 +14.8%
45 RTX RTX CORP Industrials 23,854.0 $4.4M 0.21% -453.0 -1.9% $183.40 -6.7%
46 COST COSTCO WHOLESALE Consumer Defensive 5,033.0 $4.3M 0.20% -2K -26.6% $862.33 +21.6%
47 SPMD STATE STREET 74,057.0 $4.3M 0.20% -68K -48.0% $57.91 +9.2%
48 XLE STATE STREET 91,801.0 $4.1M 0.19% -57K -38.4% $44.71 +35.4%
49 DYNF ISHARES U S 66,216.0 $4.0M 0.19% -2K -2.4% $60.81 +8.7%
50 UCON FIRST TRUST 155,541.0 $3.9M 0.18% -5K -3.0% $25.17 -1.6%
51 STEW SRH TOTAL Financial Services 208,370.0 $3.9M 0.18% -2K -0.8% $18.54 -4.4%
52 MU MICRON TECHNOLOGY INC Technology 13,469.0 $3.8M 0.18% -3K -16.4% $285.41 +153.9%
53 VO VANGUARD MID 13,050.0 $3.8M 0.18% -443.0 -3.3% $290.23 -73.6%
54 UNH UNITEDHEALTH GROUP Healthcare 11,269.0 $3.7M 0.18% -2K -14.2% $330.14 +19.3%
55 IBM INTL BUSINESS Technology 12,329.0 $3.7M 0.17% -896.0 -6.8% $296.22 -26.0%
56 SPLV INVESCO S&P 49,901.0 $3.6M 0.17% -70K -58.4% $71.42 +2.6%
57 BX BLACKSTONE INC Financial Services 22,973.0 $3.5M 0.17% -2K -7.7% $154.15 -24.1%
58 DGRO ISHARES CORE 49,119.0 $3.4M 0.16% -1K -2.4% $69.42 +6.3%
59 TMO THERMO FISHER Healthcare 5,750.0 $3.3M 0.16% -434.0 -7.0% $579.50 -24.4%
60 AMD ADVANCED MICRO Technology 14,563.0 $3.1M 0.15% -3K -15.2% $214.17 +96.6%
Page 3 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%