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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 51 of 66  ·  1,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 CWEN CLEARWAY ENERGY INC CL C Utilities 10.0 $332.0 NEW $33.20 +11.0%
1002 LOPE GRAND CANYON ED INC COM Consumer Defensive 2.0 $332.0 NEW $166.00 -13.8%
1003 WSFS WSFS FINL CORP COM Financial Services 6.0 $331.0 NEW $55.17 +41.2%
1004 CXT CRANE NXT CO COM Industrials 7.0 $329.0 NEW $47.00 +2.2%
1005 MGY MAGNOLIA OIL & GAS CORP CL A Energy 15.0 $328.0 NEW $21.87 +24.4%
1006 RGEN REPLIGEN CORP COM Healthcare 2.0 $327.0 NEW $163.50 -11.2%
1007 SAIA SAIA INC COM Industrials 1.0 $326.0 NEW $326.00 +33.0%
1008 APAM ARTISAN PARTNERS ASSET MGMT IN CL A Financial Services 8.0 $325.0 NEW $40.62 -14.2%
1009 PBF PBF ENERGY INC CL A Energy 12.0 $325.0 NEW $27.08 +56.1%
1010 CELH CELSIUS HLDGS INC COM NEW Consumer Defensive 7.0 $320.0 NEW $45.71 -38.3%
1011 KLIC KULICKE & SOFFA INDS INC COM Technology 7.0 $320.0 NEW $45.71 +187.6%
1012 MSA MSA SAFETY INC COM Industrials 2.0 $320.0 NEW $160.00 +4.8%
1013 WAFD WAFD INC COM Financial Services 10.0 $320.0 NEW $32.00 +18.8%
1014 TPG TPG INC COM CL A Financial Services 5.0 $319.0 NEW $63.80 -37.3%
1015 POWL POWELL INDS INC COM Industrials 1.0 $318.0 NEW $318.00 -2.8%
1016 SFM SPROUTS FMRS MKT INC COM Consumer Defensive 4.0 $318.0 NEW $79.50 +3.2%
1017 NE NOBLE CORP PLC ORD SHS A Energy 11.0 $310.0 NEW $28.18 +39.0%
1018 WOR WORTHINGTON ENTERPRISES INC COM Industrials 6.0 $309.0 NEW $51.50 +8.6%
1019 YETI YETI HLDGS INC COM Consumer Cyclical 7.0 $309.0 NEW $44.14 +13.3%
1020 PBH PRESTIGE CONSMR HEALTHCARE INC COM Healthcare 5.0 $308.0 NEW $61.60 -23.4%
Page 51 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%