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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 6 of 65  ·  1,293 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TJX TJX COS INC NEW COM Consumer Cyclical 739.0 $112K 0.03% +34.0 +4.8% $151.50 -9.7%
102 UBER UBER TECHNOLOGIES INC COM Technology 1,529.0 $110K 0.03% +52.0 +3.5% $72.16 +8.8%
103 FANG DIAMONDBACK ENERGY INC COM Energy 622.0 $109K 0.03% +6.0 +1.0% $175.78 +13.7%
104 CEG CONSTELLATION ENERGY CORP COM Utilities 438.0 $109K 0.03% +414.0 +1725.0% $248.37 +12.5%
105 ENB ENBRIDGE INC COM Energy 2,000.0 $108K 0.03% NEW $54.21 -7.1%
106 MCK MCKESSON CORP COM Healthcare 143.0 $108K 0.03% +4.0 +2.9% $756.42 +18.5%
107 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 916.0 $107K 0.03% -10.0 -1.1% $116.67 +52.1%
108 BAC BANK OF AMER CORP COM Financial Services 1,851.0 $105K 0.02% +1K +172.2% $56.98 +9.2%
109 SLB SLB LIMITED COM STK Energy 2,180.0 $101K 0.02% -316.0 -12.7% $46.49 +15.3%
110 AMT AMERICAN TOWER CORP COM Real Estate 614.0 $100K 0.02% -17.0 -2.7% $163.57 +7.4%
111 T AT&T INC COM Communication Services 4,830.0 $100K 0.02% +4K +482.6% $20.70 +25.0%
112 EFA ISHARES MSCI EAFE ETF 952.0 $99K 0.02% $103.88 +4.2%
113 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 336.0 $98K 0.02% +15.0 +4.7% $290.59 -9.5%
114 AMD ADVANCED MICRO DEVICES INC COM Technology 165.0 $96K 0.02% +42.0 +34.1% $580.91 -17.2%
115 BLUE OWL CR INCOME CORP COM CL I 10,412.0 $95K 0.02% -3K -21.0% $9.15
116 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 575.0 $91K 0.02% $158.13 +4.3%
117 XEL XCEL ENERGY INC COM Utilities 1,089.0 $87K 0.02% +1K +1501.5% $80.30 -3.3%
118 GM GENERAL MTRS CO COM Consumer Cyclical 1,129.0 $87K 0.02% +978.0 +647.7% $77.08 +12.0%
119 IWB ISHARES RUSSELL 1000 ETF 212.0 $87K 0.02% $409.50 +2.5%
120 SYY SYSCO CORP COM Consumer Defensive 1,028.0 $86K 0.02% +13.0 +1.3% $83.58 -0.4%
Page 6 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%