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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 48 of 48  ·  959 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 JBLU JETBLUE AIRWAYS CORP COM Industrials 23.0 $101.0 +5.0 +27.8% $4.39 +31.9%
942 HNI HNI CORP COM Industrials 3.0 $100.0 +1.0 +50.0% $33.33 +12.0%
943 UA UNDER ARMOUR INC CL C Consumer Cyclical 16.0 $92.0 +10.0 +166.7% $5.75 +2.3%
944 MQ MARQETA INC CLASS A COM Technology 21.0 $85.0 +5.0 +31.2% $4.05 -1.9%
945 PRGS PROGRESS SOFTWARE CORP COM Technology 3.0 $76.0 +1.0 +50.0% $25.33 +18.3%
946 RHI ROBERT HALF INC. COM Industrials 3.0 $76.0 +1.0 +50.0% $25.33 +18.7%
947 EOSE EOS ENERGY ENTERPRISES INC COM CL A Industrials 14.0 $69.0 +12.0 +600.0% $4.93 +23.0%
948 MCW MISTER CAR WASH INC COM Consumer Cyclical 9.0 $62.0 +7.0 +350.0% $6.89 +3.1%
949 CCC CCC INTELLIGENT SOLUTIONS HLD COM Technology 10.0 $60.0 +2.0 +25.0% $6.00 -25.2%
950 GPK GRAPHIC PACKAGING HLDG CO COM Consumer Cyclical 6.0 $59.0 +2.0 +50.0% $9.83 +9.5%
951 FMC FMC CORP COM NEW Basic Materials 3.0 $51.0 +2.0 +200.0% $17.00 -33.4%
952 FLO FLOWERS FOODS INC COM Consumer Defensive 5.0 $40.0 +2.0 +66.7% $8.00 -4.4%
953 AMBP ARDAGH METAL PACKAGING S A SHS Consumer Cyclical 9.0 $36.0 +3.0 +50.0% $4.00 +12.0%
954 OGN ORGANON & CO COMMON STOCK Healthcare 6.0 $35.0 +4.0 +200.0% $5.83 +131.1%
955 SMPL SIMPLY GOOD FOODS CO COM Consumer Defensive 2.0 $28.0 +1.0 +100.0% $14.00 -9.8%
956 S SENTINELONE INC CL A Technology 2.0 $25.0 +1.0 +100.0% $12.50 +21.0%
957 PRGO PERRIGO CO PLC SHS Healthcare 2.0 $21.0 +1.0 +100.0% $10.50 -7.0%
958 DV DOUBLEVERIFY HLDGS INC COM Technology 2.0 $19.0 +1.0 +100.0% $9.50 +8.9%
959 LCID LUCID GROUP INC COM NEW Consumer Cyclical 2.0 $19.0 +1.0 +100.0% $9.50 -45.8%
Page 48 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%