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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 65 of 65  ·  1,293 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 PAYO PAYONEER GLOBAL INC COM Technology 3.0 $21.0 -2.0 -40.0% $7.00 +1.7%
1282 CHWY CHEWY INC CL A Consumer Cyclical 1.0 $20.0 -17.0 -94.4% $20.00 +14.8%
1283 PTEN PATTERSON-UTI ENERGY INC COM Energy 2.0 $18.0 NEW $9.00 +30.6%
1284 TTD THE TRADE DESK INC COM CL A Technology 1.0 $18.0 -4.0 -80.0% $18.00 -27.6%
1285 SEM SELECT MED HLDGS CORP COM Healthcare 1.0 $17.0 $17.00 -2.9%
1286 KD KYNDRYL HLDGS INC COMMON STOCK Technology 1.0 $11.0 -1.0 -50.0% $11.00 +15.3%
1287 CCC CCC INTELLIGENT SOLUTIONS HLD COM Technology 2.0 $10.0 -8.0 -80.0% $5.00 +46.0%
1288 FRSH FRESHWORKS INC CLASS A COM Technology 1.0 $10.0 $10.00 +29.1%
1289 PLUG PLUG PWR INC COM NEW Industrials 3.0 $8.0 NEW $2.67 -18.6%
1290 COTY COTY INC COM CL A Consumer Defensive 3.0 $6.0 $2.00 +37.0%
1291 PTON PELOTON INTERACTIVE INC CL A COM Consumer Cyclical 1.0 $6.0 -1.0 -50.0% $6.00 -10.7%
1292 GAMESTOP CORP NEW WT EXP 103026 2.0 $6.0 NEW $3.00
1293 KALEIDO BIOSCIENCES INC COM 2,300.0
Page 65 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%