BAR HARBOR WEALTH MANAGEMENT: 13F holdings
CIK 10354632026Q2
| Positions | 268 |
|---|
| Reported value | $1.9bn |
|---|
| Filed | 2026-07-15 |
|---|
Change since last quarter
| Positions | 268 (+2 vs prior quarter) |
|---|
| Reported value | $1.9bn (+8.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| XLK SELECT SECTOR SPDR TR | 929,180 | $177.0m | 9.5% |
| AAPL APPLE INC | 278,846 | $80.7m | 4.3% |
| LLY ELI LILLY & CO | 65,715 | $78.8m | 4.2% |
| IVV ISHARES TR | 100,654 | $75.4m | 4.0% |
| AGG ISHARES TR | 737,198 | $73.0m | 3.9% |
| CAT CATERPILLAR INC | 45,699 | $48.7m | 2.6% |
| JNJ JOHNSON & JOHNSON | 181,735 | $46.2m | 2.5% |
| VEA VANGUARD TAX-MANAGED FDS | 603,744 | $43.0m | 2.3% |
| IJH ISHARES TR | 515,533 | $39.8m | 2.1% |
| IJR ISHARES TR | 267,227 | $39.6m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1035463")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples