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Portfolio (Quarterly) Guide ↗

Bay Harbor Wealth Management, LLC

· CIK 0001767989
13F Portfolio $386M AUM 1,301 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 37 New 959 Added 167 Reduced 53 Exited
Page 65 of 66  ·  1,301 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 PERIMETER SOLUTIONS INC COMMON STOCK 1.0 $24.0 NEW $24.00
1282 WKC WORLD KINECT CORPORATION COM Energy 1.0 $23.0 $23.00 +37.4%
1283 PATH UIPATH INC CL A Technology 2.0 $22.0 -14.0 -87.5% $11.00 -6.3%
1284 PRGO PERRIGO CO PLC SHS Healthcare 2.0 $21.0 +1.0 +100.0% $10.50 -7.0%
1285 SIRIUSPOINT LTD COM 1.0 $21.0 $21.00
1286 DV DOUBLEVERIFY HLDGS INC COM Technology 2.0 $19.0 +1.0 +100.0% $9.50 +8.9%
1287 LCID LUCID GROUP INC COM NEW Consumer Cyclical 2.0 $19.0 +1.0 +100.0% $9.50 -45.8%
1288 QS QUANTUMSCAPE CORP COM CL A Consumer Cyclical 3.0 $19.0 -3.0 -50.0% $6.33 +12.4%
1289 CLBK COLUMBIA FINL INC COM Financial Services 1.0 $17.0 $17.00 +16.8%
1290 NWL NEWELL BRANDS INC COM Consumer Defensive 5.0 $17.0 $3.40 +62.1%
1291 GTM ZOOMINFO TECHNOLOGIES INC COMMON STOCK Technology 3.0 $17.0 -4.0 -57.1% $5.67 -50.1%
1292 BRBR BELLRING BRANDS INC COMMON STOCK Consumer Defensive 1.0 $16.0 -1.0 -50.0% $16.00 -25.6%
1293 SEM SELECT MED HLDGS CORP COM Healthcare 1.0 $16.0 $16.00 +3.6%
1294 OPEN OPENDOOR TECHNOLOGIES INC COM Real Estate 2.0 $9.0 NEW $4.50 -4.9%
1295 FRSH FRESHWORKS INC CLASS A COM Technology 1.0 $8.0 -4.0 -80.0% $8.00 +17.1%
1296 PTON PELOTON INTERACTIVE INC CL A COM Consumer Cyclical 2.0 $8.0 -2.0 -50.0% $4.00 +43.3%
1297 COTY COTY INC COM CL A Consumer Defensive 3.0 $6.0 -11.0 -78.6% $2.00 -2.5%
1298 HLNE HAMILTON LANE INC CL A Financial Services -100.0%
1299 KALEIDO BIOSCIENCES INC COM 2,300.0
1300 NABRIVA THERAPEUTICS PLC SHS NEW 2022 80.0
Page 65 of 66  ·  1,301 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 27.7%
Financial Services 23.7%
Consumer Cyclical 11.2%
Communication Services 8.7%
Industrials 8.2%
Healthcare 7.0%
Consumer Defensive 4.3%
Energy 3.9%
Utilities 2.6%
Basic Materials 1.8%