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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 58 of 66  ·  1,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 AVTR AVANTOR INC COM Healthcare 15.0 $171.0 NEW $11.40 -11.6%
1142 FCN FTI CONSULTING INC COM Industrials 1.0 $170.0 NEW $170.00 -17.4%
1143 CE CELANESE CORP DEL COM Basic Materials 4.0 $169.0 NEW $42.25 +15.8%
1144 PJT PJT PARTNERS INC COM CL A Financial Services 1.0 $167.0 NEW $167.00 -8.7%
1145 COLM COLUMBIA SPORTSWEAR CO COM Consumer Cyclical 3.0 $165.0 NEW $55.00 +16.1%
1146 LIBERTY GLOBAL LTD COM CL C 15.0 $165.0 NEW $11.00
1147 MZTI MARZETTI COMPANY COM Consumer Defensive 1.0 $164.0 NEW $164.00 -31.5%
1148 BBWI BATH & BODY WORKS INC COM Consumer Cyclical 8.0 $160.0 NEW $20.00 +9.1%
1149 BROWN FORMAN CORP CL A 6.0 $158.0 NEW $26.33
1150 AVNT AVIENT CORPORATION COM Basic Materials 5.0 $157.0 NEW $31.40 +17.8%
1151 EEFT EURONET WORLDWIDE INC COM Technology 2.0 $152.0 NEW $76.00 -11.8%
1152 PRK PARK NATL CORP COM Financial Services 1.0 $152.0 NEW $152.00 +19.5%
1153 PCTY PAYLOCITY HLDG CORP COM Technology 1.0 $152.0 NEW $152.00 -33.9%
1154 RBRK RUBRIK INC. CL A Technology 2.0 $152.0 NEW $76.00 -6.6%
1155 SFNC SIMMONS 1ST NATL CORP CL A 1 PAR Financial Services 8.0 $152.0 NEW $19.00 +20.9%
1156 DIOD DIODES INC COM Technology 3.0 $148.0 NEW $49.33 +133.0%
1157 SYNA SYNAPTICS INC COM Technology 2.0 $148.0 NEW $74.00 +69.8%
1158 OI O-I GLASS INC COM Consumer Cyclical 10.0 $147.0 NEW $14.70 -36.1%
1159 SMTC SEMTECH CORP COM Technology 2.0 $147.0 NEW $73.50 +120.8%
1160 WLK WESTLAKE CORPORATION COM Basic Materials 2.0 $147.0 NEW $73.50 +4.1%
Page 58 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%