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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
Page 2 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN AMAZON COM INC Consumer Cyclical 2,619.0 $545K 0.43% -27.0 -1.0% $208.27 +11.7%
22 DLR DIGITAL RLTY TR INC Real Estate 2,914.0 $525K 0.41% +405.0 +16.1% $180.21 +7.1%
23 AMT AMERICAN TOWER CORP Real Estate 2,864.0 $494K 0.39% +142.0 +5.2% $172.58 +1.7%
24 VEU VANGUARD INTL EQUITY INDEX F 5,909.0 $444K 0.35% NEW $75.10 +10.1%
25 GOOGL ALPHABET INC Communication Services 1,533.0 $441K 0.34% $287.56 +17.3%
26 VWO VANGUARD INTL EQUITY INDEX F 7,952.0 $430K 0.34% -1K -11.4% $54.05 +8.4%
27 WELL WELLTOWER INC Real Estate 2,016.0 $399K 0.31% $197.71 +14.9%
28 BRX BRIXMOR PPTY GROUP INC Real Estate 12,780.0 $368K 0.29% +1K +8.5% $28.80 +12.7%
29 GOOG ALPHABET INC Communication Services 1,274.0 $365K 0.29% $286.86 +16.7%
30 HR HEALTHCARE RLTY TR Real Estate 21,352.0 $363K 0.28% +3K +16.4% $16.99 +20.7%
31 BXP BXP INC Real Estate 6,647.0 $345K 0.27% NEW $51.90 +29.9%
32 IVT INVENTRUST PPTYS CORP Real Estate 11,215.0 $342K 0.27% +720.0 +6.9% $30.46 +18.7%
33 AHR AMERICAN HEALTHCARE REIT INC Real Estate 7,020.0 $331K 0.26% +2K +37.2% $47.16 +8.1%
34 META META PLATFORMS INC Communication Services 569.0 $326K 0.26% -84.0 -12.9% $572.13 -3.8%
35 AMH AMERICAN HOMES 4 RENT Real Estate 11,620.0 $324K 0.25% +2K +21.5% $27.92 +22.1%
36 TSLA TESLA INC Consumer Cyclical 865.0 $322K 0.25% $371.75 +2.1%
37 SUI SUN CMNTYS INC Real Estate 2,383.0 $300K 0.23% +40.0 +1.7% $125.96 -3.7%
38 WSR WHITESTONE REIT Real Estate 18,162.0 $293K 0.23% +3K +18.4% $16.15 +17.5%
39 AVB AVALONBAY CMNTYS INC Real Estate 1,735.0 $283K 0.22% +187.0 +12.1% $163.35 +16.4%
40 PSA PUBLIC STORAGE OPER CO Real Estate 945.0 $256K 0.20% +6.0 +0.6% $270.88 +19.8%
Page 2 of 3  ·  55 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
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%