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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
Page 2 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMT AMERICAN TOWER CORP Real Estate 3,285.0 $537K 0.36% +421.0 +14.7% $163.57 +7.7%
22 DLR DIGITAL RLTY TR INC Real Estate 2,859.0 $513K 0.34% -55.0 -1.9% $179.58 +3.3%
23 GOOG ALPHABET INC 1,450.0 $512K 0.34% +176.0 +13.8% $353.33
24 VEU VANGUARD INTL EQUITY INDEX F 5,937.0 $497K 0.33% $83.75 +2.0%
25 VTHR VANGUARD SCOTTSDALE FDS 1,488.0 $493K 0.33% -496.0 -25.0% $331.43 +2.5%
26 AMZN AMAZON COM INC Consumer Cyclical 2,015.0 $480K 0.32% -604.0 -23.1% $238.34 +11.8%
27 WELL WELLTOWER INC Real Estate 2,016.0 $458K 0.31% $226.97 +4.9%
28 IVT INVENTRUST PPTYS CORP Real Estate 12,530.0 $444K 0.30% +1K +11.7% $35.40 -8.1%
29 BRX BRIXMOR PPTY GROUP INC Real Estate 12,920.0 $407K 0.27% +140.0 +1.1% $31.53 -7.5%
30 BXP BXP INC Real Estate 6,102.0 $405K 0.27% -545.0 -8.2% $66.31 +4.5%
31 VWO VANGUARD INTL EQUITY INDEX F 6,671.0 $398K 0.27% -1K -16.1% $59.69 +1.8%
32 TSLA TESLA INC Consumer Cyclical 874.0 $368K 0.25% +9.0 +1.0% $420.60 -17.1%
33 AHR AMERICAN HEALTHCARE REIT INC Real Estate 7,020.0 $366K 0.24% $52.15 +6.5%
34 AVB AVALONBAY CMNTYS INC Real Estate 1,735.0 $327K 0.22% $188.69 -2.5%
35 META META PLATFORMS INC Communication Services 579.0 $326K 0.22% +10.0 +1.8% $563.29 +2.6%
36 LLY ELI LILLY & CO Healthcare 266.0 $319K 0.21% +2.0 +0.8% $1199.43 -2.2%
37 HR HEALTHCARE RLTY TR Real Estate 15,129.0 $305K 0.20% -6K -29.1% $20.17 -5.9%
38 PSA PUBLIC STORAGE Real Estate 945.0 $301K 0.20% $318.31 -1.5%
39 EGP EASTGROUP PPTYS INC Real Estate 1,409.0 $285K 0.19% +145.0 +11.5% $202.53 -1.2%
40 CUZ COUSINS PPTYS INC Real Estate 9,510.0 $285K 0.19% +322.0 +3.5% $29.98 -1.8%
Page 2 of 3  ·  57 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 56.3%
Technology 26.6%
Communication Services 5.7%
Consumer Cyclical 5.0%
Healthcare 3.2%
Financial Services 1.6%
Consumer Defensive 1.5%