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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 4 of 65  ·  1,293 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AMP AMERIPRISE FINL INC COM Financial Services 571.0 $262K 0.06% +553.0 +3072.2% $458.76 +22.1%
62 C CITIGROUP INC COM NEW Financial Services 1,724.0 $241K 0.06% +2K +944.9% $139.96 -4.6%
63 GEV GE VERNOVA INC COM Utilities 195.0 $229K 0.05% +131.0 +204.7% $1174.86 -18.9%
64 GE GE AEROSPACE COM NEW Industrials 594.0 $222K 0.05% +524.0 +748.6% $373.73 -5.2%
65 V VISA INC COM CL A Financial Services 608.0 $209K 0.05% +41.0 +7.2% $343.09 +11.9%
66 APH AMPHENOL CORP CL A Technology 1,168.0 $206K 0.05% +1K +889.8% $176.32 -8.5%
67 GOOG ALPHABET INC CAP STK CL C 562.0 $199K 0.05% +156.0 +38.4% $353.33
68 VRT VERTIV HOLDINGS CO COM CL A Industrials 558.0 $187K 0.04% +41.0 +7.9% $334.85 -21.2%
69 MU MICRON TECHNOLOGY INC COM Technology 161.0 $186K 0.04% +34.0 +26.8% $1154.29 -18.7%
70 IBM INTERNATIONAL BUSINESS MACHS COM Technology 607.0 $171K 0.04% +524.0 +631.3% $281.21 -18.3%
71 PRU PRUDENTIAL FINL INC COM Financial Services 1,563.0 $169K 0.04% +2K +3807.5% $107.93 +11.4%
72 ADI ANALOG DEVICES INC COM Technology 422.0 $168K 0.04% +26.0 +6.6% $397.17 -6.4%
73 VTI VANGUARD TOTAL STOCK MARKET ETF 436.0 $161K 0.04% +20.0 +4.8% $370.37 +2.1%
74 AXP AMERICAN EXPRESS CO COM Financial Services 463.0 $157K 0.04% +35.0 +8.2% $338.25 -0.6%
75 BK BANK OF NY MELLON CORP COM Financial Services 1,064.0 $154K 0.04% +52.0 +5.1% $144.61 -0.6%
76 DIS DISNEY WALT CO COM Communication Services 1,563.0 $150K 0.04% +666.0 +74.2% $96.25 +13.9%
77 JNJ JOHNSON & JOHNSON COM Healthcare 591.0 $150K 0.04% +185.0 +45.6% $254.04 +6.3%
78 LIN LINDE PLC SHS Basic Materials 289.0 $150K 0.04% +10.0 +3.6% $518.94 -5.5%
79 VLO VALERO ENERGY CORP COM Energy 560.0 $146K 0.03% +513.0 +1091.5% $260.44 +33.6%
80 WFC WELLS FARGO & CO COM Financial Services 1,754.0 $145K 0.03% +91.0 +5.5% $82.64 +3.1%
Page 4 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%