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EAGLE HARBOR ASSET MANAGEMENT INC /ADV

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001088388

$127.4M

disclosed book value

135

positions

4.5%

largest position share

Positions, as of 2026-06-30

top 100 of 135 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1AVGOBROADCOM INC15,116$5.7M4.5%
2GOOGLALPHABET INC14,031$5.0M3.9%
3PFFDGLOBAL X FDS254,947$4.8M3.7%
4PFFISHARES TR155,397$4.7M3.7%
5AMATAPPLIED MATLS INC5,787$4.2M3.3%
6AAPLAPPLE INC14,238$4.1M3.2%
7VRIGINVESCO ACTIVELY MANAGED EXC169,142$4.1M3.2%
8FLTRVANECK ETF TRUST136,878$3.5M2.8%
9SCHASCHWAB STRATEGIC TR90,054$3.3M2.6%
10BBAGJ P MORGAN EXCHANGE TRADED F67,768$3.1M2.4%
11JPSTJ P MORGAN EXCHANGE TRADED F60,690$3.1M2.4%
12SCHZSCHWAB STRATEGIC TR101,100$2.8M2.2%
13MSFTMICROSOFT CORP5,162$1.9M1.5%
14HPEHEWLETT PACKARD ENTERPRISE C40,121$1.8M1.4%
15IWMISHARES TR5,836$1.8M1.4%
16SCHYSCHWAB STRATEGIC TR51,970$1.6M1.3%
17EXPEEXPEDIA GROUP INC6,010$1.5M1.2%
18SCHDSCHWAB STRATEGIC TR46,666$1.5M1.2%
19SCHVSCHWAB STRATEGIC TR42,428$1.5M1.2%
20BBARRICK MNG CORP39,202$1.4M1.1%
21BMYBRISTOL-MYERS SQUIBB CO24,852$1.4M1.1%
22AMZNAMAZON COM INC5,949$1.4M1.1%
23SCHCSCHWAB STRATEGIC TR29,308$1.4M1.1%
24ENSENERSYS6,001$1.4M1.1%
25EXELEXELIXIS INC25,602$1.4M1.1%
26VBRVANGUARD INDEX FDS5,669$1.4M1.1%
27VBKVANGUARD INDEX FDS10,557$1.3M1%
28VPLVANGUARD INTL EQUITY INDEX F10,989$1.3M1%
29JPMJPMORGAN CHASE & CO3,815$1.2M1%
30EWWISHARES INC16,363$1.2M1%
31OCOWENS CORNING NEW6,760$1.1M0.8%
32PATRIA INVESTMENTS LIMITED96,261$1.1M0.8%
33NVDANVIDIA CORPORATION5,163$1.0M0.8%
34PSKSPDR SERIES TRUST33,027$1.0M0.8%
35VZVERIZON COMMUNICATIONS INC23,451$992,9020.8%
36AESAES CORP65,787$964,4410.8%
37COFCAPITAL ONE FINL CORP4,800$962,9760.8%
38SYYSYSCO CORP11,512$962,2100.8%
39DRIDARDEN RESTAURANTS INC4,608$949,3720.7%
40RHPRYMAN HOSPITALITY PPTYS INC7,239$930,5310.7%
41DDOMINION ENERGY INC12,691$866,6350.7%
42MEDTRONIC PLC10,501$821,4930.6%
43LMBSFIRST TR EXCHANGE-TRADED FD16,327$812,7710.6%
44COSTCOSTCO WHOLESALE CORPORATION843$788,6010.6%
45EWOISHARES INC26,552$786,2170.6%
46TRVTRAVELERS COMPANIES INC2,352$776,4690.6%
47ABTABBOTT LABORATORIES8,551$775,9180.6%
48VEUVANGUARD INTL EQUITY INDEX F10,888$775,7700.6%
49JAZZ PHARMACEUTICALS PLC3,166$762,9110.6%
50PSAPUBLIC STORAGE2,308$734,7190.6%
51GENGEN DIGITAL INC29,490$734,0050.6%
52BACBANK OF AMER CORP12,498$712,1090.6%
53JNJJOHNSON & JOHNSON2,686$682,1630.5%
54DOCUDOCUSIGN INC14,968$664,8790.5%
55REZIRESIDEO TECHNOLOGIES INC21,294$662,2430.5%
56ENRENERGIZER HLDGS INC30,408$651,9560.5%
57NTRSNORTHERN TR CORP3,607$627,0410.5%
58VHTVANGUARD WORLD FD2,097$626,9820.5%
59AMRCAMERESCO INC22,433$619,1510.5%
60ABBVABBVIE INC2,441$614,2530.5%
61APDAIR PRODUCTS AND CHEMICALS I2,072$607,4800.5%
62PEPPEPSICO INC4,446$601,9880.5%
63STTSTATE STR CORP3,503$594,1090.5%
64MRSHMARSH & MCLENNAN COS INC3,540$590,0120.5%
65DBXDROPBOX INC21,284$584,6710.5%
66JMSTJ P MORGAN EXCHANGE TRADED F11,451$584,0010.5%
67KBRKBR INC16,566$572,0240.4%
68VLOVALERO ENERGY CORP2,180$567,8780.4%
69USBUS BANCORP9,211$556,3740.4%
70RSPAINVESCO ACTIVELY MANAGED EXC2,557$544,0530.4%
71ALLEGION PLC3,859$542,1510.4%
72LNGCHENIERE ENERGY INC2,230$533,0130.4%
73SPYSTATE STR SPDR S&P 500 ETF T707$527,6030.4%
74WRBBERKLEY W R CORP7,475$527,2120.4%
75STAR BULK CARRIERS CORP.21,032$525,1610.4%
76COHRCOHERENT CORP1,316$519,1230.4%
77BUNGE GLOBAL SA4,693$500,8840.4%
78VTRSVIATRIS INC31,189$495,2770.4%
79OMABGRUPO AEROPORTUARIO DEL CENT1,571$481,8260.4%
80AMXAMERICA MOVIL SAB DE CV18,206$473,1840.4%
81BKHBLACK HILLS CORP6,329$470,8710.4%
82RRYDER SYS INC1,766$465,8130.4%
83AXPAMERICAN EXPRESS CO1,342$453,9320.4%
84GLDSPDR GOLD TR1,219$449,0550.4%
85VUGVANGUARD INDEX FDS5,190$447,0670.4%
86EBAYEBAY INC.3,959$442,4180.3%
87UNPUNION PAC CORP1,567$426,2240.3%
88EWAISHARES INC14,986$422,0160.3%
89PYPLPAYPAL HLDGS INC9,718$419,6400.3%
90INDYISHARES TR8,448$417,2470.3%
91SYKSTRYKER CORPORATION1,304$410,5510.3%
92VOEVANGUARD INDEX FDS2,071$409,1660.3%
93MKCMCCORMICK & CO INC7,757$391,0990.3%
94WFCWELLS FARGO & CO4,677$386,4660.3%
95CVXCHEVRON CORPORATION2,331$386,4650.3%
96EXMOCEXXON MOBIL CORP2,747$375,5700.3%
97SCHXSCHWAB STRATEGIC TR12,640$371,9940.3%
98VTVVANGUARD INDEX FDS1,687$367,7020.3%
99FFIVF5 INC878$365,2130.3%
100AMGNAMGEN INC982$355,6020.3%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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