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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 46 of 48  ·  959 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 LIBERTY GLOBAL LTD COM CL A 24.0 $290.0 +15.0 +166.7% $12.08
902 SNDR SCHNEIDER NATIONAL INC CL B Industrials 11.0 $289.0 +6.0 +120.0% $26.27 +33.1%
903 RIOT RIOT PLATFORMS INC COM Financial Services 23.0 $284.0 +12.0 +109.1% $12.35 +122.1%
904 TOWN TOWNEBANK PORTSMOUTH VA COM Financial Services 8.0 $269.0 +1.0 +14.3% $33.62 +7.0%
905 ITRI ITRON INC COM Technology 3.0 $268.0 +2.0 +200.0% $89.33 -8.6%
906 TFSL TFS FINL CORP COM Financial Services 19.0 $266.0 +9.0 +90.0% $14.00 +21.7%
907 ULS UL SOLUTIONS INC CLASS A COM SHS Industrials 3.0 $257.0 +2.0 +200.0% $85.67 +8.1%
908 GAMESTOP CORP CL A 11.0 $253.0 +9.0 +450.0% $23.00
909 BAX BAXTER INTL INC COM Healthcare 15.0 $252.0 +9.0 +150.0% $16.80 +25.2%
910 BIRKENSTOCK HOLDING PLC COM SHS 7.0 $250.0 +1.0 +16.7% $35.71
911 STRA STRATEGIC ED INC COM Consumer Defensive 3.0 $248.0 +2.0 +200.0% $82.67 -7.0%
912 LCII LCI INDS COM Consumer Cyclical 2.0 $245.0 +1.0 +100.0% $122.50 -23.2%
913 SBCF SEACOAST BKG CORP FLA COM NEW Financial Services 8.0 $242.0 +2.0 +33.3% $30.25 +6.6%
914 AMRX AMNEAL PHARMACEUTICALS INC COM STK CL A Healthcare 19.0 $236.0 +10.0 +111.1% $12.42 +39.0%
915 WSC WILLSCOT HLDGS CORP COM CL A Industrials 13.0 $225.0 +6.0 +85.7% $17.31 +60.9%
916 RKT ROCKET COS INC COM CL A Financial Services 15.0 $213.0 +3.0 +25.0% $14.20 +3.7%
917 LIBERTY GLOBAL LTD COM CL C 18.0 $211.0 +3.0 +20.0% $11.72
918 FLAGSTAR BANK NATIONAL ASSOCIA COM NEW 16.0 $210.0 +5.0 +45.5% $13.12
919 ACAD ACADIA PHARMACEUTICALS INC COM Healthcare 9.0 $200.0 +2.0 +28.6% $22.22 +5.1%
920 VISN VISTANCE NETWORKS INC COM Technology 11.0 $200.0 +10.0 +1000.0% $18.18 -31.0%
Page 46 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%