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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 23 of 66  ·  1,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 JLL JONES LANG LASALLE INC COM Real Estate 7.0 $2K 0.00% NEW $336.43 -9.7%
442 TGT TARGET CORP COM Consumer Defensive 24.0 $2K 0.00% NEW $97.75 +42.8%
443 ROL ROLLINS INC COM Consumer Cyclical 39.0 $2K 0.00% NEW $60.00 -28.7%
444 DTE DTE ENERGY CO COM Utilities 18.0 $2K 0.00% NEW $130.00 +17.5%
445 BURL BURLINGTON STORES INC COM Consumer Cyclical 8.0 $2K 0.00% NEW $288.75 +12.4%
446 AEE AMEREN CORP COM Utilities 23.0 $2K 0.00% NEW $99.83 +14.7%
447 PFG PRINCIPAL FINANCIAL GROUP INC COM Financial Services 26.0 $2K 0.00% NEW $88.19 +19.6%
448 NTRA NATERA INC COM Healthcare 10.0 $2K 0.00% NEW $229.00 +13.9%
449 BIIB BIOGEN INC COM Healthcare 13.0 $2K 0.00% NEW $175.92 +14.8%
450 FN FABRINET SHS Technology 5.0 $2K 0.00% NEW $455.20 +24.7%
451 SSNC SS&C TECHNOLOGIES HLDGS INC COM Technology 26.0 $2K 0.00% NEW $87.38 -27.9%
452 ARES ARES MANAGEMENT CORPORATION CL A COM STK Financial Services 14.0 $2K 0.00% NEW $161.57 -30.4%
453 RNR RENAISSANCERE HLDGS LTD COM Financial Services 8.0 $2K 0.00% NEW $281.12 +9.3%
454 BBY BEST BUY INC COM Consumer Cyclical 33.0 $2K 0.00% NEW $67.76 +13.5%
455 AWK AMERICAN WTR WKS CO INC NEW COM Utilities 17.0 $2K 0.00% NEW $130.47 -0.4%
456 CRS CARPENTER TECHNOLOGY CORP COM Industrials 7.0 $2K 0.00% NEW $314.71 +90.4%
457 WST WEST PHARMACEUTICAL SVSC INC COM Healthcare 8.0 $2K 0.00% NEW $275.12 +26.0%
458 LUV SOUTHWEST AIRLS CO COM Industrials 53.0 $2K 0.00% NEW $41.51 +25.5%
459 GIS GENERAL MLS INC COM Consumer Defensive 47.0 $2K 0.00% NEW $46.49 -23.9%
460 UHS UNIVERSAL HLTH SVCS INC CL B Healthcare 10.0 $2K 0.00% NEW $218.00 -33.7%
Page 23 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%