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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 89 of 114  ·  2,280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1761 MTH MERITAGE HOMES Consumer Cyclical 48.0 $3K NEW $65.85 -7.1%
1762 XOP STATE STREET 25.0 $3K NEW $126.28 +40.9%
1763 LGLV STATE STREET 17.0 $3K NEW $185.35 -3.7%
1764 GPI GROUP ONE Consumer Cyclical 8.0 $3K NEW $393.38 -19.4%
1765 FSLY FASTLY INC Technology 309.0 $3K NEW $10.18 +64.1%
1766 CNS COHEN & STEERS Financial Services 50.0 $3K NEW $62.78 +15.1%
1767 BKU BANKUNITED INC Financial Services 70.0 $3K NEW $44.57 +1.3%
1768 FTDR FRONTDOOR INC Consumer Cyclical 54.0 $3K NEW $57.69 +10.0%
1769 FSV FIRSTSERVICE CORP Real Estate 20.0 $3K NEW $155.55 -15.9%
1770 AIT APPLIED INDUSTRIAL TECH Industrials 12.0 $3K NEW $256.75 +17.9%
1771 BFH BREAD FINANCIAL Financial Services 41.0 $3K NEW $74.02 +14.6%
1772 TAIL CAMBRIA TAIL 263.0 $3K NEW $11.51 -7.0%
1773 GVA GRANITE CONSTRUCTION Industrials 26.0 $3K NEW $115.85 +18.5%
1774 MEAR ISHARES SHORT 59.0 $3K NEW $50.44 -0.5%
1775 CPF CENTRAL PACIFIC Financial Services 95.0 $3K NEW $31.16 +9.8%
1776 THG HANOVER INSURANCE Financial Services 16.0 $3K NEW $184.31 +7.2%
1777 BW LPG LTD 225.0 $3K NEW $13.10
1778 TMHC TAYLOR MORRISON Consumer Cyclical 50.0 $3K -3K -98.5% $58.88 -5.0%
1779 LC LENDINGCLUB CORP Financial Services 152.0 $3K NEW $18.94 -17.5%
1780 SHYG ISHARES 67.0 $3K NEW $42.87 -1.6%
Page 89 of 114  ·  2,280 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%