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Portfolio (Quarterly) Guide ↗

Bay Harbor Wealth Management, LLC

· CIK 0001767989
13F Portfolio $383M AUM 1,317 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1317 New
Page 22 of 66  ·  1,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 CFG CITIZENS FINL GROUP INC COM Financial Services 45.0 $3K 0.00% NEW $58.40 +21.0%
422 OTIS OTIS WORLDWIDE CORP COM Industrials 30.0 $3K 0.00% NEW $87.33 -15.7%
423 POR PORTLAND GEN ELEC CO COM NEW Utilities 54.0 $3K 0.00% NEW $48.50 +6.4%
424 INGERSOLL RAND INC COM 33.0 $3K 0.00% NEW $79.21
425 DGX QUEST DIAGNOSTICS INC COM Healthcare 15.0 $3K 0.00% NEW $173.47 +18.9%
426 RF REGIONS FINANCIAL CORP NEW COM Financial Services 94.0 $3K 0.00% NEW $27.29 +9.9%
427 TWLO TWILIO INC CL A Communication Services 18.0 $3K 0.00% NEW $142.22 +34.2%
428 TDY TELEDYNE TECHNOLOGIES INC COM Technology 5.0 $3K 0.00% NEW $510.60 +22.8%
429 EXPAND ENERGY CORPORATION COM 23.0 $3K 0.00% NEW $110.35
430 JBHT HUNT J B TRANS SVCS INC COM Industrials 13.0 $3K 0.00% NEW $194.31 +41.4%
431 ATO ATMOS ENERGY CORP COM Utilities 15.0 $3K 0.00% NEW $167.60 +3.6%
432 SOFI SOFI TECHNOLOGIES INC COM Financial Services 96.0 $3K 0.00% NEW $26.18 -33.9%
433 COIN COINBASE GLOBAL INC COM CL A Financial Services 11.0 $2K 0.00% NEW $226.09 -37.0%
434 FOXA FOX CORP CL A COM Communication Services 34.0 $2K 0.00% NEW $73.06 -33.1%
435 RL RALPH LAUREN CORP CL A Consumer Cyclical 7.0 $2K 0.00% NEW $354.43 +15.7%
436 CTRA COTERRA ENERGY INC COM Energy 92.0 $2K 0.00% NEW $26.32 +23.7%
437 SNOW SNOWFLAKE INC COM SHS Technology 11.0 $2K 0.00% NEW $219.27 +3.6%
438 DRI DARDEN RESTAURANTS INC COM Consumer Cyclical 13.0 $2K 0.00% NEW $184.00 +15.6%
439 THC TENET HEALTHCARE CORP COM NEW Healthcare 12.0 $2K 0.00% NEW $198.67 -7.4%
440 FE FIRSTENERGY CORP COM Utilities 53.0 $2K 0.00% NEW $44.75 +7.3%
Page 22 of 66  ·  1,317 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
Financial Services 38.3%
Technology 24.6%
Consumer Cyclical 9.7%
Communication Services 7.6%
Healthcare 5.7%
Industrials 5.3%
Consumer Defensive 2.8%
Energy 2.1%
Utilities 1.8%
Basic Materials 1.2%