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Portfolio (Quarterly) Guide ↗

Safe Harbor Family Capital, LLC

· CIK 0002065810
13F Portfolio $128M AUM 55 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 25 Added 9 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MSFT MICROSOFT CORP Technology 2,527.0 $935K 0.73% -35.0 -1.4% $370.17 +0.8%
2 AVGO BROADCOM INC Technology 2,088.0 $646K 0.51% -136.0 -6.1% $309.51 +17.9%
3 AMZN AMAZON COM INC Consumer Cyclical 2,619.0 $545K 0.43% -27.0 -1.0% $208.27 +11.7%
4 VWO VANGUARD INTL EQUITY INDEX F 7,952.0 $430K 0.34% -1K -11.4% $54.05 +8.4%
5 META META PLATFORMS INC Communication Services 569.0 $326K 0.26% -84.0 -12.9% $572.13 -3.8%
6 JPM JPMORGAN CHASE & CO Financial Services 852.0 $251K 0.20% -21.0 -2.4% $294.16 +11.9%
7 LLY ELI LILLY & CO Healthcare 264.0 $243K 0.19% -6.0 -2.2% $919.77 +31.4%
8 PM PHILIP MORRIS INTL INC Consumer Defensive 1,421.0 $235K 0.18% -112.0 -7.3% $165.34 +9.3%
9 ABBV ABBVIE INC Healthcare 1,023.0 $222K 0.17% -153.0 -13.0% $217.49 +15.6%

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
Real Estate 55.5%
Technology 24.6%
Communication Services 7.2%
Consumer Cyclical 5.5%
Healthcare 2.9%
Financial Services 1.6%
Consumer Defensive 1.5%
Industrials 1.3%