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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 64 of 65  ·  1,293 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 DIGITALBRIDGE GROUP INC CL A NEW 3.0 $47.0 $15.67
1262 GLPI GAMING & LEISURE P COM Real Estate 1.0 $45.0 NEW $45.00 -6.3%
1263 SYM SYMBOTIC INC CLASS A COM Industrials 1.0 $45.0 -1.0 -50.0% $45.00 -8.7%
1264 CENT CENTRAL GARDEN & PET CO COM 1.0 $44.0 $44.00
1265 NATL NCR ATLEOS CORPORATION COM SHS Technology 1.0 $43.0 NEW $43.00 +7.3%
1266 GPK GRAPHIC PACKAGING HLDG CO COM Consumer Cyclical 4.0 $42.0 -2.0 -33.3% $10.50 +9.4%
1267 STEP STEPSTONE GROUP INC COM CL A Financial Services 1.0 $41.0 NEW $41.00 +22.4%
1268 HGTY HAGERTY INC CL A COM Financial Services 3.0 $36.0 $12.00 +10.8%
1269 AD ARRAY DIGITAL INFRASTRUCTURE I COM Communication Services 1.0 $36.0 $36.00 -2.9%
1270 FMC FMC CORP COM NEW Basic Materials 3.0 $35.0 $11.67 -6.6%
1271 WKC WORLD KINECT CORPORATION COM Energy 1.0 $33.0 $33.00 +8.4%
1272 QS QUANTUMSCAPE CORP COM CL A Consumer Cyclical 4.0 $30.0 +1.0 +33.3% $7.50 -22.8%
1273 CLSK CLEANSPARK INC COM NEW Technology 2.0 $29.0 NEW $14.50 -9.2%
1274 CSGP COSTAR GROUP INC COM Real Estate 1.0 $28.0 -4.0 -80.0% $28.00 +15.5%
1275 CLVT CLARIVATE PLC ORD SHS Technology 13.0 $28.0 +3.0 +30.0% $2.15 -3.9%
1276 YELP YELP INC CL A Communication Services 1.0 $25.0 -1.0 -50.0% $25.00 -9.3%
1277 FLO FLOWERS FOODS INC COM Consumer Defensive 3.0 $24.0 -2.0 -40.0% $8.00 -12.6%
1278 SIRIUSPOINT LTD COM 1.0 $24.0 $24.00
1279 SMITHFIELD FOODS INC COM 1.0 $24.0 NEW $24.00
1280 CLBK COLUMBIA FINL INC COM Financial Services 1.0 $21.0 $21.00 -45.3%
Page 64 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%