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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 27 of 66  ·  1,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 EWBC EAST WEST BANCORP INC COM Financial Services 15.0 $2K NEW $112.33 +15.4%
522 AIZ ASSURANT INC COM Financial Services 7.0 $2K NEW $240.71 +10.0%
523 EL LAUDER ESTEE COS INC CL A Consumer Defensive 16.0 $2K NEW $104.69 -21.3%
524 DPZ DOMINOS PIZZA INC COM Consumer Cyclical 4.0 $2K NEW $416.75 -29.2%
525 PNR PENTAIR PLC SHS Industrials 16.0 $2K NEW $104.12 -26.2%
526 DD DUPONT DE NEMOURS INC COM Basic Materials 41.0 $2K NEW $40.20 +233.5%
527 CLH CLEAN HARBORS INC COM Industrials 7.0 $2K NEW $234.43 +28.7%
528 COOPER COS INC COM 20.0 $2K NEW $81.95
529 HOLOGIC INC COM 22.0 $2K NEW $74.45
530 TRU TRANSUNION COM Industrials 19.0 $2K NEW $85.74 -19.0%
531 UNM UNUM GROUP COM Financial Services 21.0 $2K NEW $77.48 +15.8%
532 FOX FOX CORP CL B COM Communication Services 25.0 $2K NEW $64.92 -31.0%
533 EVRG EVERGY INC COM Utilities 22.0 $2K NEW $72.45 +20.2%
534 CHD CHURCH & DWIGHT CO INC COM Consumer Defensive 19.0 $2K NEW $83.84 +17.6%
535 J JACOBS SOLUTIONS INC COM Industrials 12.0 $2K NEW $132.42 -5.6%
536 DKS DICKS SPORTING GOODS INC COM Consumer Cyclical 8.0 $2K NEW $197.88 +19.7%
537 LNT ALLIANT ENERGY CORP COM Utilities 24.0 $2K NEW $65.00 +17.9%
538 RGLD ROYAL GOLD INC COM Basic Materials 7.0 $2K NEW $222.29 -5.3%
539 BWXT BWX TECHNOLOGIES INC COM Industrials 9.0 $2K NEW $172.78 +16.0%
540 CRBG COREBRIDGE FINL INC COM Financial Services 50.0 $2K NEW $30.16 -4.1%
Page 27 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%