Fund Universe

EAGLE HARBOR ASSET MANAGEMENT INC /ADV

CIK 1088388 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.176
AUM ($M)
127
Positions
135
Turnover
0.09
Top-10 wt
33%
Herfindahl
0.017
History (qtrs)
19
Excess Return
not eligible

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Quarter
Activity this period
Security type

Holdings · 144 positions · portfolio value $127M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
AVGO funds › BROADCOM INC TRIM 4.5% +0.3% 5.7 15,116 -583 7
GOOGL funds › ALPHABET INC TRIM 3.9% +0.1% 5.0 14,031 -1,663 7
PFFD funds › GLOBAL X FDS ADD 3.7% -0.2% 4.8 254,947 +1,497 7
PFF funds › ISHARES TR ADD 3.7% +0.3% 4.7 155,397 +24,492 7
AMAT funds › APPLIED MATLS INC TRIM 3.3% +1.4% 4.2 5,787 -615 7
AAPL funds › APPLE INC TRIM 3.2% +0.0% 4.1 14,238 -638 7
VRIG funds › INVESCO ACTIVELY MANAGED EXC ADD 3.2% +0.2% 4.1 169,142 +20,601 6
FLTR funds › VANECK ETF TRUST ADD 2.8% -0.2% 3.5 136,878 +2,167 7
SCHA funds › SCHWAB STRATEGIC TR TRIM 2.6% +0.3% 3.3 90,054 -729 7
BBAG funds › J P MORGAN EXCHANGE TRADED F ADD 2.4% -0.2% 3.1 67,768 +1,268 7
JPST funds › J P MORGAN EXCHANGE TRADED F ADD 2.4% -0.2% 3.1 60,690 +1,505 7
SCHZ funds › SCHWAB STRATEGIC TR ADD 2.2% +0.1% 2.8 101,100 +13 7
MSFT funds › MICROSOFT CORP ADD 1.5% -0.1% 1.9 5,162 +118 7
HPE funds › HEWLETT PACKARD ENTERPRISE C TRIM 1.4% +0.5% 1.8 40,121 -5,212 7
IWM funds › ISHARES TR TRIM 1.4% +0.1% 1.8 5,836 -12 7
SCHY funds › SCHWAB STRATEGIC TR ADD 1.3% -0.1% 1.6 51,970 +496 7
EXPE funds › EXPEDIA GROUP INC TRIM 1.2% +0.0% 1.5 6,010 -44 7
SCHD funds › SCHWAB STRATEGIC TR TRIM 1.2% -0.1% 1.5 46,666 -839 7
SCHV funds › SCHWAB STRATEGIC TR TRIM 1.2% +0.0% 1.5 42,428 -1,001 7
B funds › BARRICK MNG CORP ADD 1.1% -0.2% 1.4 39,202 +152 7
BMY funds › BRISTOL-MYERS SQUIBB CO TRIM 1.1% -0.2% 1.4 24,852 -523 7
AMZN funds › AMAZON COM INC ADD 1.1% +0.1% 1.4 5,949 +337 7
SCHC funds › SCHWAB STRATEGIC TR TRIM 1.1% -0.1% 1.4 29,308 -1,185 7
ENS funds › ENERSYS TRIM 1.1% -0.0% 1.4 6,001 -1,577 7
EXEL funds › EXELIXIS INC TRIM 1.1% +0.1% 1.4 25,602 -1,098 7
VBR funds › VANGUARD INDEX FDS TRIM 1.1% -0.0% 1.4 5,669 -240 7
VBK funds › VANGUARD INDEX FDS ADD 1.0% -0.0% 1.3 10,557 +2 7
VPL funds › VANGUARD INTL EQUITY INDEX F TRIM 1.0% +0.0% 1.3 10,989 -608 7
JPM funds › JPMORGAN CHASE & CO TRIM 1.0% -0.1% 1.2 3,815 -422 7
EWW funds › ISHARES INC ADD 1.0% -0.1% 1.2 16,363 +7 7
OC funds › OWENS CORNING NEW TRIM 0.8% +0.2% 1.1 6,760 -84 7
PAX funds › PATRIA INVESTMENTS LIMITED ADD 0.8% -0.2% 1.1 96,261 +4,360 7
NVDA funds › NVIDIA CORPORATION ADD 0.8% +0.1% 1.0 5,163 +516 7
PSK funds › SPDR SERIES TRUST TRIM 0.8% -0.2% 1.0 33,027 -4,943 7
VZ funds › VERIZON COMMUNICATIONS INC TRIM 0.8% -0.2% 1.0 23,451 -299 7
AES funds › AES CORP TRIM Common Stock 0.8% -0.1% 1.0 65,787 -1,249 7
COF funds › CAPITAL ONE FINL CORP HOLD 0.8% +0.0% 1.0 4,800 +0 7
SYY funds › SYSCO CORP TRIM 0.8% -0.0% 1.0 11,512 -926 7
DRI funds › DARDEN RESTAURANTS INC ADD 0.7% -0.0% 0.9 4,608 +34 7
RHP funds › RYMAN HOSPITALITY PPTYS INC TRIM 0.7% +0.1% 0.9 7,239 -538 7
D funds › DOMINION ENERGY INC TRIM 0.7% -0.0% 0.9 12,691 -202 7
MDT funds › MEDTRONIC PLC ADD 0.6% -0.1% 0.8 10,501 +277 7
LMBS funds › FIRST TR EXCHANGE-TRADED FD TRIM 0.6% -0.1% 0.8 16,327 -501 7
COST funds › COSTCO WHOLESALE CORPORATION TRIM 0.6% -0.1% 0.8 843 -4 7
EWO funds › ISHARES INC TRIM 0.6% -0.2% 0.8 26,552 -6,594 7
TRV funds › TRAVELERS COMPANIES INC ADD 0.6% +0.0% 0.8 2,352 +1 7
ABT funds › ABBOTT LABORATORIES ADD 0.6% +0.1% 0.8 8,551 +3,284 2
VEU funds › VANGUARD INTL EQUITY INDEX F HOLD 0.6% +0.0% 0.8 10,888 +0 7
JAZZ funds › JAZZ PHARMACEUTICALS PLC TRIM 0.6% +0.1% 0.8 3,166 -146 7
PSA funds › PUBLIC STORAGE TRIM 0.6% +0.0% 0.7 2,308 -92 7
GEN funds › GEN DIGITAL INC ADD 0.6% +0.1% 0.7 29,490 +861 7
BAC funds › BANK OF AMER CORP TRIM 0.6% -0.1% 0.7 12,498 -2,177 7
JNJ funds › JOHNSON & JOHNSON TRIM 0.5% -0.1% 0.7 2,686 -296 7
DOCU funds › DOCUSIGN INC TRIM 0.5% -0.2% 0.7 14,968 -2,452 7
REZI funds › RESIDEO TECHNOLOGIES INC TRIM 0.5% -0.1% 0.7 21,294 -765 7
ENR funds › ENERGIZER HLDGS INC ADD 0.5% +0.1% 0.7 30,408 +281 7
NTRS funds › NORTHERN TR CORP TRIM 0.5% +0.0% 0.6 3,607 -281 7
VHT funds › VANGUARD WORLD FD ADD 0.5% +0.0% 0.6 2,097 +67 7
AMRC funds › AMERESCO INC ADD 0.5% +0.0% 0.6 22,433 +1,877 7
ABBV funds › ABBVIE INC HOLD 0.5% +0.0% 0.6 2,441 +0 7
APD funds › AIR PRODUCTS AND CHEMICALS I ADD 0.5% +0.0% 0.6 2,072 +154 7
PEP funds › PEPSICO INC ADD 0.5% -0.1% 0.6 4,446 +163 7
STT funds › STATE STR CORP TRIM 0.5% +0.1% 0.6 3,503 -252 7
MRSH funds › MARSH & MCLENNAN COS INC ADD 0.5% +0.2% 0.6 3,540 +1,511 3
DBX funds › DROPBOX INC TRIM 0.5% +0.0% 0.6 21,284 -1,310 7
JMST funds › J P MORGAN EXCHANGE TRADED F HOLD 0.5% -0.0% 0.6 11,451 +0 7
KBR funds › KBR INC TRIM 0.4% -0.2% 0.6 16,566 -4,375 7
VLO funds › VALERO ENERGY CORP TRIM 0.4% -0.0% 0.6 2,180 -116 7
USB funds › US BANCORP ADD 0.4% +0.0% 0.6 9,211 +5 7
RSPA funds › INVESCO ACTIVELY MANAGED EXC HOLD 0.4% +0.0% 0.5 2,557 +0 4
ALLE funds › ALLEGION PLC ADD 0.4% +0.1% 0.5 3,859 +1,089 7
LNG funds › CHENIERE ENERGY INC TRIM 0.4% -0.2% 0.5 2,230 -197 7
SPY funds › STATE STR SPDR S&P 500 ETF T ADD 0.4% +0.0% 0.5 707 +1 7
WRB funds › BERKLEY W R CORP TRIM 0.4% -0.0% 0.5 7,475 -113 7
SBLK funds › STAR BULK CARRIERS CORP. TRIM 0.4% -0.0% 0.5 21,032 -2,483 6
COHR funds › COHERENT CORP HOLD 0.4% +0.1% 0.5 1,316 +0 3
BG funds › BUNGE GLOBAL SA TRIM 0.4% -0.1% 0.5 4,693 -98 7
VTRS funds › VIATRIS INC TRIM 0.4% -0.3% 0.5 31,189 -29,401 7
OMAB funds › GRUPO AEROPORTUARIO DEL CENT NEW 0.4% +0.4% 0.5 1,571 +1,571 1
AMX funds › AMERICA MOVIL SAB DE CV HOLD 0.4% -0.0% 0.5 18,206 +0 7
BKH funds › BLACK HILLS CORP TRIM 0.4% -0.1% 0.5 6,329 -1,809 7
R funds › RYDER SYS INC TRIM 0.4% +0.0% 0.5 1,766 -173 7
AXP funds › AMERICAN EXPRESS CO HOLD 0.4% +0.0% 0.5 1,342 +0 7
GLD funds › SPDR GOLD TR ADD 0.4% -0.1% 0.4 1,219 +51 7
VUG funds › VANGUARD INDEX FDS ADD 0.4% +0.0% 0.4 5,190 +4,325 4
EBAY funds › EBAY INC. TRIM 0.3% -0.0% 0.4 3,959 -789 7
UNP funds › UNION PAC CORP TRIM 0.3% -0.0% 0.4 1,567 -50 4
EWA funds › ISHARES INC TRIM 0.3% -0.0% 0.4 14,986 -465 7
PYPL funds › PAYPAL HLDGS INC ADD 0.3% -0.0% 0.4 9,718 +215 7
INDY funds › ISHARES TR ADD 0.3% +0.0% 0.4 8,448 +462 7
SYK funds › STRYKER CORPORATION NEW 0.3% +0.3% 0.4 1,304 +1,304 1
VOE funds › VANGUARD INDEX FDS TRIM 0.3% -0.0% 0.4 2,071 -92 7
MKC funds › MCCORMICK & CO INC NEW 0.3% +0.3% 0.4 7,757 +7,757 1
WFC funds › WELLS FARGO & CO ADD 0.3% -0.0% 0.4 4,677 +2 7
CVX funds › CHEVRON CORPORATION TRIM 0.3% -0.1% 0.4 2,331 -22 7
CUSIP:30231G102 funds › EXXON MOBIL CORP HOLD 0.3% -0.1% 0.4 2,747 +0 7
SCHX funds › SCHWAB STRATEGIC TR TRIM 0.3% +0.0% 0.4 12,640 -94 7
VTV funds › VANGUARD INDEX FDS TRIM 0.3% +0.0% 0.4 1,687 -25 4
FFIV funds › F5 INC TRIM 0.3% +0.0% 0.4 878 -154 7
AMGN funds › AMGEN INC TRIM 0.3% -0.1% 0.4 982 -129 7
CORT funds › CORCEPT THERAPEUTICS INC NEW 0.3% +0.3% 0.3 4,000 +4,000 1
VTI funds › VANGUARD INDEX FDS TRIM 0.3% +0.0% 0.3 926 -25 4
UPS funds › UNITED PARCEL SVCS INC HOLD 0.3% +0.0% 0.3 3,172 +0 4
QCOM funds › QUALCOMM INC TRIM 0.3% +0.0% 0.3 1,817 -284 4
MCD funds › MCDONALDS CORP HOLD 0.3% -0.1% 0.3 1,241 +0 7
BDX funds › BECTON DICKINSON & CO ADD 0.2% -0.0% 0.3 2,054 +68 7
TRI funds › THOMSON REUTERS CORP TRIM 0.2% -0.3% 0.3 3,789 -2,921 3
SMG funds › SCOTTS MIRACLE-GRO CO TRIM 0.2% -0.0% 0.3 4,494 -365 4
CTSH funds › COGNIZANT TECHNOLOGY SOLUTIO ADD 0.2% -0.2% 0.3 7,884 +373 7
NVS funds › NOVARTIS AG TRIM 0.2% -0.0% 0.3 1,905 -97 5
A funds › AGILENT TECHNOLOGIES INC NEW 0.2% +0.2% 0.3 2,240 +2,240 1
RMD funds › RESMED INC NEW 0.2% +0.2% 0.3 1,520 +1,520 1
ALL funds › ALLSTATE CORP HOLD 0.2% +0.0% 0.3 1,217 +0 2
RDWR funds › RADWARE LTD NEW 0.2% +0.2% 0.3 8,808 +8,808 1
VPU funds › VANGUARD WORLD FD TRIM 0.2% -0.0% 0.3 1,383 -52 7
EPI funds › WISDOMTREE TR HOLD 0.2% -0.0% 0.3 6,313 +0 7
ICLR funds › ICON PUB LTD CO NEW 0.2% +0.2% 0.3 1,528 +1,528 1
MEOH funds › METHANEX CORP TRIM 0.2% -0.1% 0.3 5,481 -657 7
SHEL funds › SHELL PLC TRIM 0.2% -0.1% 0.2 3,156 -456 7
GOOG funds › ALPHABET INC TRIM 0.2% -0.1% 0.2 680 -521 4
RCI funds › ROGERS COMMUNICATIONS INC ADD 0.2% -0.0% 0.2 7,173 +1,031 6
MRK funds › MERCK & CO INC TRIM 0.2% -0.0% 0.2 1,812 -380 3
VYM funds › VANGUARD WHITEHALL FDS HOLD 0.2% -0.0% 0.2 1,470 +0 5
PG funds › PROCTER & GAMBLE CO HOLD 0.2% -0.0% 0.2 1,577 +0 7
FSLR funds › FIRST SOLAR INC NEW 0.2% +0.2% 0.2 948 +948 1
EWZ funds › ISHARES INC HOLD 0.2% -0.0% 0.2 6,462 +0 6
J funds › JACOBS SOLUTIONS INC NEW 0.2% +0.2% 0.2 1,710 +1,710 1
IJH funds › ISHARES TR NEW 0.2% +0.2% 0.2 838 +838 1
HRB funds › BLOCK H & R INC NEW 0.2% +0.2% 0.2 5,542 +5,542 1
WSM funds › WILLIAMS SONOMA INC NEW 0.2% +0.2% 0.2 901 +901 1
DOV funds › DOVER CORP NEW 0.2% +0.2% 0.2 920 +920 1
AQN funds › ALGONQUIN POWER & UTILITIES TRIM 0.2% -0.1% 0.2 34,741 -9,006 7
VOD funds › VODAFONE GROUP PLC HOLD 0.1% -0.0% 0.2 13,639 +0 7
SOUN funds › SOUNDHOUND AI INC TRIM 0.1% -0.0% 0.1 11,051 -2,564 2
UAVS funds › AGEAGLE AERIAL SYS INC NEW HOLD 0.0% -0.0% 0.0 16,300 +0 2
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -0.3% 0.0 0 -1,374 0
CAG funds › CONAGRA BRANDS INC EXIT 0.0% -0.2% 0.0 0 -12,659 0
JCI funds › JOHNSON CONTROLS INTERNATION EXIT 0.0% -0.2% 0.0 0 -2,082 0
BIL funds › SPDR SERIES TRUST EXIT 0.0% -0.2% 0.0 0 -3,050 0
WEN funds › WENDYS CO EXIT 0.0% -0.2% 0.0 0 -40,287 0
DAR funds › DARLING INGREDIENTS INC EXIT 0.0% -0.2% 0.0 0 -3,413 0
CME funds › CME GROUP INC EXIT 0.0% -0.5% 0.0 0 -1,819 0
AKAM funds › AKAMAI TECHNOLOGIES INC EXIT 0.0% -0.2% 0.0 0 -1,769 0
CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL EXIT 0.0% -0.4% 0.0 0 -879 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 127 135 0.09 33% 0.017 0.176 in
2026Q1 117 130 0.07 32% 0.016 0.184 in
2025Q4 121 132 0.06 32% 0.017 0.168 in
2025Q3 115 130 0.07 32% 0.016 0.152 in
2025Q2 104 125 0.07 31% 0.016 0.173 in
2025Q1 99 122 0.09 30% 0.015 0.150 in
2024Q4 100 122 0.08 31% 0.016 0.126 in
2024Q3 101 126 0.06 29% 0.015 0.136 in
2024Q2 94 121 0.08 30% 0.016 0.116 in
2024Q1 94 129 0.08 27% 0.014 0.123 in
2023Q4 87 118 0.08 28% 0.015 0.124 in
2023Q3 76 109 0.09 29% 0.017 0.094 in
2023Q2 76 109 0.08 31% 0.017 0.110 in
2023Q1 74 112 0.08 29% 0.017 0.129 in
2022Q4 68 106 0.13 30% 0.018 0.076 in
2022Q3 58 96 0.08 33% 0.022 0.084 in
2022Q2 65 101 0.10 33% 0.021 0.085 in
2022Q1 77 115 0.27 32% 0.019 0.018 entered
2021Q4 76 109 0.00 38% 0.023 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status