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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 3 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SUI SUN CMNTYS INC Real Estate 2,358.0 $283K 0.19% -25.0 -1.1% $119.91 +2.5%
42 FRONTVIEW REIT INC 13,895.0 $281K 0.19% +2K +19.2% $20.23
43 JPM JPMORGAN CHASE & CO Financial Services 852.0 $279K 0.19% $327.33 +9.3%
44 SPG SIMON PPTY GROUP INC NEW Real Estate 1,246.0 $279K 0.19% NEW $223.65 -4.1%
45 FRT FEDERAL RLTY INVT TR NEW Real Estate 2,244.0 $277K 0.18% NEW $123.44 -5.4%
46 MU MICRON TECHNOLOGY INC Technology 238.0 $275K 0.18% NEW $1154.29 -19.2%
47 PM PHILIP MORRIS INTL INC Consumer Defensive 1,421.0 $257K 0.17% $180.91 +6.1%
48 DOC HEALTHPEAK PROPERTIES INC Real Estate 11,945.0 $256K 0.17% +1K +9.8% $21.40 -2.1%
49 AMD ADVANCED MICRO DEVICES INC Technology 434.0 $252K 0.17% NEW $580.91 -19.9%
50 CPT CAMDEN PPTY TR Real Estate 2,140.0 $245K 0.16% -435.0 -16.9% $114.49 -7.1%
51 ABBV ABBVIE INC Healthcare 888.0 $223K 0.15% -135.0 -13.2% $251.64 +1.5%
52 BLACKSTONE DIGITAL INFRASTRU 10,236.0 $221K 0.15% NEW $21.63
53 VXUS VANGUARD STAR FDS 2,570.0 $220K 0.15% NEW $85.49 +2.4%
54 SMA SMARTSTOP SELF STORAG REIT I Real Estate 6,729.0 $219K 0.15% $32.50 +1.7%
55 SBRA SABRA HEALTH CARE REIT INC Real Estate 11,098.0 $217K 0.14% NEW $19.51 +5.6%
56 GTY GETTY RLTY CORP NEW Real Estate 6,234.0 $208K 0.14% NEW $33.36 -1.5%
57 IVW ISHARES TR 1,454.0 $200K 0.13% $137.53 +1.8%
Page 3 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%