Bull Harbor Capital LLC: 13F holdings
CIK 21350472026Q2
| Positions | 552 |
|---|
| Reported value | $512.8m |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 552 (+94 vs prior quarter) |
|---|
| Reported value | $512.8m (+37.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 50,919 | $10.2m | 2.0% |
| MU MICRON TECHNOLOGY INC | 8,401 | $9.7m | 1.9% |
| AAPL APPLE INC | 33,205 | $9.6m | 1.9% |
| MSFT MICROSOFT CORP | 25,400 | $9.5m | 1.8% |
| IVV ISHARES TR | 12,524 | $9.4m | 1.8% |
| DYNF BLACKROCK ETF TRUST | 105,819 | $7.2m | 1.4% |
| GMAR FIRST TR EXCHNG TRADED FD VI | 157,982 | $7.0m | 1.4% |
| AMZN AMAZON COM INC | 26,208 | $6.2m | 1.2% |
| FIX COMFORT SYS USA INC | 2,880 | $5.7m | 1.1% |
| BAC BANK OF AMER CORP | 88,558 | $5.0m | 1.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2135047")
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