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Portfolio (Quarterly) Guide ↗

Pine Harbor Wealth Management, LLC

· CIK 0002016051
13F Portfolio $326M AUM Filed Jan 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 106 New
Page 4 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ORCL ORACLE CORP Technology 2,270.0 $442K 0.14% NEW $194.91 -23.7%
62 SPY SPDR S&P 500 ETF TR Financial Services 642.0 $438K 0.13% NEW $682.42 +7.0%
63 ABT ABBOTT LABS Healthcare 3,484.0 $436K 0.13% NEW $125.27 -25.1%
64 VRP INVESCO EXCH TRADED FD TR II 17,749.0 $432K 0.13% NEW $24.33 -0.1%
65 DE DEERE & CO Industrials 847.0 $394K 0.12% NEW $465.46 +31.8%
66 PM PHILIP MORRIS INTL INC Consumer Defensive 2,450.0 $393K 0.12% NEW $160.40 +12.7%
67 DUK DUKE ENERGY CORP NEW Utilities 3,241.0 $380K 0.12% NEW $117.21 +9.5%
68 TJX TJX COS INC NEW Consumer Cyclical 2,467.0 $379K 0.12% NEW $153.60 +1.1%
69 MCD MCDONALDS CORP Consumer Cyclical 1,207.0 $369K 0.11% NEW $305.55 -11.7%
70 PNC PNC FINL SVCS GROUP INC Financial Services 1,736.0 $362K 0.11% NEW $208.70 +17.4%
71 ABBV ABBVIE INC Healthcare 1,552.0 $355K 0.11% NEW $228.51 +10.1%
72 RWJ INVESCO EXCH TRADED FD TR II 6,909.0 $337K 0.10% NEW $48.72 +22.8%
73 ROK ROCKWELL AUTOMATION INC Industrials 860.0 $335K 0.10% NEW $389.07 +22.4%
74 AVGO BROADCOM INC Technology 963.0 $333K 0.10% NEW $345.95 +5.5%
75 DFAU DIMENSIONAL ETF TRUST 6,545.0 $306K 0.09% NEW $46.80 +8.4%
76 LOW LOWES COS INC Consumer Cyclical 1,265.0 $305K 0.09% NEW $241.14 -7.8%
77 CSCO CISCO SYS INC Technology 3,948.0 $304K 0.09% NEW $77.03 +47.7%
78 TJUL INNOVATOR ETFS TRUST 9,647.0 $285K 0.09% NEW $29.59 +1.9%
79 SCHW SCHWAB CHARLES CORP Financial Services 2,763.0 $276K 0.09% NEW $99.91 -9.2%
80 LNG CHENIERE ENERGY INC Energy 1,410.0 $274K 0.08% NEW $194.45 +24.3%
Page 4 of 6  ·  106 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 42.2%
Technology 27.6%
Healthcare 7.4%
Communication Services 5.8%
Consumer Cyclical 5.2%
Consumer Defensive 4.6%
Industrials 3.2%
Basic Materials 2.1%
Utilities 1.0%
Energy 0.8%