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Portfolio (Quarterly) Guide ↗

Good Harbor Advisors, Inc.

· CIK 0002133484
13F Portfolio $102M AUM 87 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 27 Added 23 Reduced 3 Exited
Page 4 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CB CHUBB LIMITED Financial Services 1,083.0 $369K 0.36% -176.0 -14.0% $340.74 +0.7%
62 DVY ISHARES TR 2,319.0 $362K 0.35% $156.30 +5.0%
63 IWF ISHARES TR 2,902.0 $360K 0.35% +2K +293.2% $124.17 -1.9%
64 SPLV INVESCO EXCH TRADED FD TR II 4,799.0 $359K 0.35% $74.90 +1.0%
65 ILCG ISHARES TR 3,000.0 $351K 0.34% $117.02 -2.3%
66 FIDELITY COVINGTON TRUST 4,538.0 $351K 0.34% $77.26
67 BAC BANK OF AMER CORP Financial Services 6,120.0 $349K 0.34% +298.0 +5.1% $57.00 +9.5%
68 PNC PNC FINL SVCS GROUP INC Financial Services 1,301.0 $320K 0.31% +31.0 +2.4% $246.22 -0.9%
69 ITW ILLINOIS TOOL WKS INC Industrials 1,052.0 $285K 0.28% +242.0 +29.9% $270.47 +4.1%
70 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 591.0 $282K 0.28% NEW $477.57 -12.6%
71 AMZN AMAZON COM INC Consumer Cyclical 1,167.0 $278K 0.27% NEW $238.34 +9.5%
72 VWO VANGUARD INTL EQUITY INDEX F 4,612.0 $275K 0.27% $59.69 +1.6%
73 ADI ANALOG DEVICES INC Technology 647.0 $257K 0.25% +14.0 +2.2% $397.17 -5.9%
74 BLK BLACKROCK INC Financial Services 252.0 $242K 0.24% $961.56 +22.4%
75 AXP AMERICAN EXPRESS CO Financial Services 696.0 $235K 0.23% +12.0 +1.8% $338.35 -0.7%
76 LLY ELI LILLY & CO Healthcare 192.0 $230K 0.23% NEW $1199.43 +2.8%
77 VANGUARD CALIF TAX FREE FDS 2,260.0 $227K 0.22% $100.60
78 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,922.0 $226K 0.22% -789.0 -16.8% $57.62 +17.9%
79 ICF ISHARES TR 3,307.0 $224K 0.22% $67.63 +2.2%
80 CGMU CAPITAL GRP FIXED INCM ETF T 8,000.0 $220K 0.21% $27.47 -1.3%
Page 4 of 5  ·  87 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
Healthcare 30.7%
Technology 18.4%
Financial Services 17.8%
Industrials 8.4%
Consumer Defensive 8.3%
Utilities 6.0%
Energy 4.8%
Consumer Cyclical 3.8%
Communication Services 1.8%