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Portfolio (Quarterly) Guide ↗

Safe Harbor Family Capital, LLC

· CIK 0002065810
13F Portfolio $114M AUM 51 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 51 New
Page 3 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CPT CAMDEN PPTY TR Real Estate 2,436.0 $268K 0.24% NEW $110.08 +5.7%
42 INVH INVITATION HOMES INC Real Estate 9,124.0 $254K 0.22% NEW $27.79 +9.6%
43 PM PHILIP MORRIS INTL INC Consumer Defensive 1,533.0 $246K 0.22% NEW $160.40 +12.7%
44 PSA PUBLIC STORAGE OPER CO Real Estate 939.0 $244K 0.21% NEW $259.50 +25.0%
45 AHR AMERICAN HEALTHCARE REIT INC Real Estate 5,115.0 $241K 0.21% NEW $47.06 +8.4%
46 WSR WHITESTONE REIT Real Estate 15,342.0 $213K 0.19% NEW $13.89 +36.6%
47 SILA SILA REALTY TRUST INC Real Estate 9,095.0 $212K 0.19% NEW $23.31 +30.0%
48 HIW HIGHWOODS PPTYS INC Real Estate 7,799.0 $201K 0.18% NEW $25.82 +15.8%
49 COLD AMERICOLD REALTY TRUST INC Real Estate 15,385.0 $198K 0.17% NEW $12.86 +24.2%
50 IVW ISHARES TR 1,454.0 $179K 0.16% NEW $123.26 +7.6%
51 FRONTVIEW REIT INC 11,653.0 $172K 0.15% NEW $14.76
Page 3 of 3  ·  51 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 48.9%
Technology 29.1%
Communication Services 8.5%
Consumer Cyclical 6.5%
Healthcare 3.6%
Financial Services 1.8%
Consumer Defensive 1.6%