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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 5 of 48  ·  959 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 KLAC KLA CORP COM NEW Technology 19.0 $28K 0.01% +6.0 +46.1% $1472.37 -82.4%
82 LMT LOCKHEED MARTIN CORP COM Industrials 45.0 $27K 0.01% +28.0 +164.7% $602.82 -16.3%
83 KO COCA COLA CO COM Consumer Defensive 350.0 $27K 0.01% +112.0 +47.1% $76.57 +4.7%
84 VZ VERIZON COMMUNICATIONS INC COM Communication Services 523.0 $26K 0.01% +138.0 +35.8% $50.20 -8.4%
85 AMD ADVANCED MICRO DEVICES INC COM Technology 123.0 $25K 0.01% +32.0 +35.2% $203.42 +159.4%
86 T AT&T INC COM Communication Services 829.0 $24K 0.01% +227.0 +37.7% $28.99 -22.6%
87 BKR BAKER HUGHES COMPANY CL A Energy 383.0 $23K 0.01% +44.0 +13.0% $61.05 -6.2%
88 AMGN AMGEN INC COM Healthcare 60.0 $21K 0.01% +16.0 +36.4% $351.85 +1.1%
89 RTX RTX CORPORATION COM Industrials 109.0 $21K 0.01% +23.0 +26.7% $192.90 -3.7%
90 GILD GILEAD SCIENCES INC COM Healthcare 147.0 $20K 0.01% +45.0 +44.1% $139.37 -10.7%
91 SCHW SCHWAB CHARLES CORP COM Financial Services 217.0 $20K 0.01% +65.0 +42.8% $94.06 -4.5%
92 IBM INTERNATIONAL BUSINESS MACHS COM Technology 83.0 $20K 0.01% +9.0 +12.2% $242.39 +6.5%
93 GE GE AEROSPACE COM NEW Industrials 70.0 $20K 0.01% +17.0 +32.1% $283.76 +31.4%
94 INTC INTEL CORP COM Technology 434.0 $19K 0.01% +137.0 +46.1% $44.13 +199.6%
95 COP CONOCOPHILLIPS COM Energy 143.0 $19K 0.01% +44.0 +44.4% $132.00 -19.6%
96 C CITIGROUP INC COM NEW Financial Services 165.0 $19K 0.01% +47.0 +39.8% $113.41 +28.0%
97 MS MORGAN STANLEY COM NEW Financial Services 109.0 $18K 0.01% +21.0 +23.9% $164.57 +35.0%
98 GLW CORNING INC COM Technology 129.0 $18K 0.01% +39.0 +43.3% $135.97 +65.6%
99 NEE NEXTERA ENERGY INC COM Utilities 186.0 $17K 0.00% +59.0 +46.5% $92.88 -5.8%
100 PFE PFIZER INC COM Healthcare 581.0 $16K 0.00% +183.0 +46.0% $28.08 -14.7%
Page 5 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%