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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 29 of 65  ·  1,293 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 EXPAND ENERGY CORPORATION COM 32.0 $3K 0.00% -2.0 -5.9% $91.19
562 EXEL EXELIXIS INC COM Healthcare 53.0 $3K 0.00% +12.0 +29.3% $54.42 +0.1%
563 DARE BIOSCIENCE INC COM NEW 1,358.0 $3K 0.00% NEW $2.11
564 COKE COCA COLA CONS INC COM Consumer Defensive 15.0 $3K 0.00% +1.0 +7.1% $190.93 +4.0%
565 RRX REGAL REXNORD CORPORATION COM Industrials 12.0 $3K 0.00% +2.0 +20.0% $238.17 -33.9%
566 EVEREST GROUP LTD COM 8.0 $3K 0.00% $357.25
567 DUPONT DE NEMOURS INC COMMON STOCK 21.0 $3K 0.00% NEW $135.62
568 RPM RPM INTL INC COM Basic Materials 25.0 $3K 0.00% +7.0 +38.9% $111.16 -4.1%
569 AA ALCOA CORP COM Basic Materials 53.0 $3K 0.00% +10.0 +23.3% $52.13 -3.5%
570 EVR EVERCORE INC CLASS A Financial Services 8.0 $3K 0.00% $341.50 -15.0%
571 FORM FORMFACTOR INC COM Technology 17.0 $3K 0.00% +4.0 +30.8% $159.94 -36.4%
572 FEDEX FGHT HLDG CO INC COMMON STOCK 18.0 $3K 0.00% NEW $151.00
573 AIT APPLIED INDL TECHNOLOGIES INC COM Industrials 8.0 $3K 0.00% +2.0 +33.3% $338.12 -4.7%
574 PSTG EVERPURE INC CL A 34.0 $3K 0.00% $78.79
575 SSNC SS&C TECH HLDGS COM Technology 43.0 $3K 0.00% +17.0 +65.4% $62.05 +34.4%
576 LECO LINCOLN ELEC HLDGS INC COM Industrials 10.0 $3K 0.00% +1.0 +11.1% $265.50 +7.3%
577 MEDP MEDPACE HLDGS INC COM Healthcare 5.0 $3K 0.00% +1.0 +25.0% $529.60 +13.4%
578 J JACOBS SOLUTIONS INC COM Industrials 21.0 $3K 0.00% +5.0 +31.2% $126.00 +20.6%
579 POR PORTLAND GEN ELEC CO COM NEW Utilities 51.0 $3K 0.00% -8.0 -13.6% $51.82 -4.3%
580 SOLUNA HOLDINGS INC COM NEW 1,954.0 $3K 0.00% NEW $1.35
Page 29 of 65  ·  1,293 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
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%