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Portfolio (Quarterly) Guide ↗

Bay Harbor Wealth Management, LLC

· CIK 0001767989
13F Portfolio $386M AUM 1,301 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 37 New 959 Added 167 Reduced 53 Exited
Page 43 of 48  ·  959 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 CWEN CLEARWAY ENERGY INC CL C Utilities 12.0 $471.0 +2.0 +20.0% $39.25 -7.2%
842 HUT 8 CORP COM 10.0 $469.0 +9.0 +900.0% $46.90
843 BTSG BRIGHTSPRING HEALTH SVCS INC COM Healthcare 11.0 $468.0 +5.0 +83.3% $42.55 +61.8%
844 HP HELMERICH & PAYNE INC COM Energy 13.0 $468.0 +4.0 +44.4% $36.00 -6.6%
845 LIBERTY MEDIA CORP DEL COM LBTY ONE S A 6.0 $468.0 +3.0 +100.0% $78.00
846 AUB ATLANTIC UN BANKSHARES CORP COM Financial Services 13.0 $464.0 +3.0 +30.0% $35.69 +15.5%
847 TRMK TRUSTMARK CORP COM Financial Services 11.0 $463.0 +4.0 +57.1% $42.09 +9.8%
848 VSCO VICTORIAS SECRET AND CO COMMON STOCK Consumer Cyclical 10.0 $463.0 +8.0 +400.0% $46.30 +74.7%
849 ALKS ALKERMES PLC SHS Healthcare 13.0 $459.0 +3.0 +30.0% $35.31 +50.6%
850 BMI BADGER METER INC COM Technology 3.0 $457.0 +1.0 +50.0% $152.33 -8.6%
851 ANF ABERCROMBIE & FITCH CO CL A Consumer Cyclical 5.0 $456.0 +4.0 +400.0% $91.20 -1.0%
852 GTX GARRETT MOTION INC COM Consumer Cyclical 25.0 $454.0 +14.0 +127.3% $18.16 +88.1%
853 AWR AMER STATES WTR CO COM Utilities 6.0 $453.0 +3.0 +100.0% $75.50 +6.3%
854 CWT CALIFORNIA WTR SVC GROUP COM Utilities 10.0 $453.0 +4.0 +66.7% $45.30 +5.1%
855 GRBK GREEN BRICK PARTNERS INC COM Consumer Cyclical 7.0 $451.0 +3.0 +75.0% $64.43 +27.3%
856 CXT CRANE NXT CO COM Industrials 11.0 $446.0 +4.0 +57.1% $40.55 +17.2%
857 RNG RINGCENTRAL INC CL A Technology 12.0 $446.0 +7.0 +140.0% $37.17 -5.6%
858 GFS GLOBALFOUNDRIES INC ORDINARY SHARES Technology 10.0 $444.0 +6.0 +150.0% $44.40 +93.4%
859 LIVN LIVANOVA PLC SHS Healthcare 7.0 $444.0 +2.0 +40.0% $63.43 +29.1%
860 ASB ASSOCIATED BANC-CORP COM Financial Services 17.0 $439.0 +6.0 +54.5% $25.82 +19.1%
Page 43 of 48  ·  959 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
Technology 27.7%
Financial Services 23.7%
Consumer Cyclical 11.2%
Communication Services 8.7%
Industrials 8.2%
Healthcare 7.0%
Consumer Defensive 4.3%
Energy 3.9%
Utilities 2.6%
Basic Materials 1.8%