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Portfolio (Quarterly) Guide ↗

Safe Harbor Family Capital, LLC

· CIK 0002065810
13F Portfolio $150M AUM 57 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 23 Added 12 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 3,594.0 $1.0M 0.69% -624.0 -14.8% $289.36 +10.5%
2 MSFT MICROSOFT CORP Technology 2,067.0 $771K 0.52% -460.0 -18.2% $373.02 +37.7%
3 AVGO BROADCOM INC Technology 1,959.0 $740K 0.49% -129.0 -6.2% $377.75 -2.4%
4 DLR DIGITAL RLTY TR INC Real Estate 2,859.0 $513K 0.34% -55.0 -1.9% $179.58 +3.3%
5 VTHR VANGUARD SCOTTSDALE FDS 1,488.0 $493K 0.33% -496.0 -25.0% $331.43 +2.5%
6 AMZN AMAZON COM INC Consumer Cyclical 2,015.0 $480K 0.32% -604.0 -23.1% $238.34 +11.8%
7 BXP BXP INC Real Estate 6,102.0 $405K 0.27% -545.0 -8.2% $66.31 +4.5%
8 VWO VANGUARD INTL EQUITY INDEX F 6,671.0 $398K 0.27% -1K -16.1% $59.69 +1.8%
9 HR HEALTHCARE RLTY TR Real Estate 15,129.0 $305K 0.20% -6K -29.1% $20.17 -5.9%
10 SUI SUN CMNTYS INC Real Estate 2,358.0 $283K 0.19% -25.0 -1.1% $119.91 +2.5%
11 CPT CAMDEN PPTY TR Real Estate 2,140.0 $245K 0.16% -435.0 -16.9% $114.49 -7.1%
12 ABBV ABBVIE INC Healthcare 888.0 $223K 0.15% -135.0 -13.2% $251.64 +1.5%

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 56.3%
Technology 26.6%
Communication Services 5.7%
Consumer Cyclical 5.0%
Healthcare 3.2%
Financial Services 1.6%
Consumer Defensive 1.5%