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Portfolio (Quarterly) Guide ↗

Bay Harbor Wealth Management, LLC

· CIK 0001767989
13F Portfolio $434M AUM 1,293 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 60 New 868 Added 213 Reduced 68 Exited
Page 3 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 CHH CHOICE HOTELS INTL INC COM Consumer Cyclical 1 $103.0 SOLD
42 HNI HNI CORP COM Industrials 3 $100.0 SOLD
43 TMDX TRANSMEDICS GROUP INC COM Healthcare 1 $99.0 SOLD
44 RYTM RHYTHM PHARMACEUTICALS INC COM Healthcare 1 $86.0 SOLD
45 MQ MARQETA INC CLASS A COM Technology 21 $85.0 SOLD
46 ZG ZILLOW GROUP INC CL A 2 $82.0 SOLD
47 Z ZILLOW GROUP INC CL C CAP STK Communication Services 2 $82.0 SOLD
48 PRGS PROGRESS SOFTWARE CORP COM Technology 3 $76.0 SOLD
49 EOSE EOS ENERGY ENTERPRISES INC COM CL A Industrials 14 $69.0 SOLD
50 MCW MISTER CAR WASH INC COM Consumer Cyclical 9 $62.0 SOLD
51 WK WORKIVA INC COM CL A Technology 1 $59.0 SOLD
52 WHR WHIRLPOOL CORP COM Consumer Cyclical 1 $53.0 SOLD
53 KBH KB HOME COM Consumer Cyclical 1 $51.0 SOLD
54 CELH CELSIUS HLDGS INC COM NEW Consumer Defensive 1 $35.0 SOLD
55 OGN ORGANON & CO COMMON STOCK Healthcare 6 $35.0 SOLD
56 TRIP TRIPADVISOR INC COM Consumer Cyclical 3 $31.0 SOLD
57 KMPR KEMPER CORP COM Financial Services 1 $30.0 SOLD
58 SMPL SIMPLY GOOD FOODS CO COM Consumer Defensive 2 $28.0 SOLD
59 PATH UIPATH INC CL A Technology 2 $22.0 SOLD
60 PRGO PERRIGO CO PLC SHS Healthcare 2 $21.0 SOLD
Page 3 of 4  ·  68 positions
Sector Allocation
Technology 30.0%
Financial Services 21.2%
Industrials 11.4%
Consumer Cyclical 9.3%
Healthcare 7.3%
Communication Services 6.8%
Utilities 4.3%
Energy 3.9%
Consumer Defensive 3.7%
Basic Materials 1.5%