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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 46 of 66  ·  1,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 MMSI MERIT MED SYS INC COM Healthcare 5.0 $440.0 NEW $88.00 -19.5%
902 LAZ LAZARD INC COM Financial Services 9.0 $437.0 NEW $48.56 -16.3%
903 INSW INTERNATIONAL SEAWAYS INC COM Energy 9.0 $436.0 NEW $48.44 +68.2%
904 CATY CATHAY GEN BANCORP COM Financial Services 9.0 $435.0 NEW $48.33 +28.2%
905 BE BLOOM ENERGY CORP COM CL A Industrials 5.0 $434.0 NEW $86.80 +256.2%
906 ROIV ROIVANT SCIENCES LTD SHS Healthcare 20.0 $434.0 NEW $21.70 +56.8%
907 GNW GENWORTH FINL INC COM SHS Financial Services 48.0 $433.0 NEW $9.02 +4.2%
908 DAR DARLING INGREDIENTS INC COM Consumer Defensive 12.0 $432.0 NEW $36.00 +47.4%
909 PSN PARSONS CORP DEL COM Industrials 7.0 $432.0 NEW $61.71 -23.8%
910 CADENCE BANK COM 10.0 $431.0 NEW $43.10
911 ACIW ACI WORLDWIDE INC COM Technology 9.0 $430.0 NEW $47.78 -2.3%
912 SFBS SERVISFIRST BANCSHARES INC COM Financial Services 6.0 $430.0 NEW $71.67 +21.6%
913 PPC PILGRIMS PRIDE CORP COM Consumer Defensive 11.0 $428.0 NEW $38.91 -31.2%
914 BKE BUCKLE INC COM Consumer Cyclical 8.0 $427.0 NEW $53.38 -20.2%
915 CHE CHEMED CORP NEW COM Healthcare 1.0 $427.0 NEW $427.00 +6.1%
916 VIAV VIAVI SOLUTIONS INC COM Technology 24.0 $427.0 NEW $17.79 +183.5%
917 UBSI UNITED BANKSHARES INC WEST VA COM Financial Services 11.0 $426.0 NEW $38.73 +19.2%
918 BRKR BRUKER CORP COM Healthcare 9.0 $424.0 NEW $47.11 +29.2%
919 CARG CARGURUS INC COM CL A Consumer Cyclical 11.0 $421.0 NEW $38.27 -18.9%
920 MSM MSC INDL DIRECT INC CL A Industrials 5.0 $420.0 NEW $84.00 +42.1%
Page 46 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%