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Flagship Harbor Advisors, LLC

All holdings · as of Dec 31, 2025

2,280 positions

CompanyClassValueShares% of portfolio
SPDR DEVELOPED$9.72M218,9410.5%
INVESCO ULTRA$9.39M186,8650.4%
VANGUARD SMALL$9.26M35,9070.4%
CAPITAL GROUP$9.05M207,4140.4%
Netflix Inc$8.82M94,0420.4%
CBRE GLOBAL REAL ESTATE INCOME FUNDIGRClosed-End Fund$8.68M1,981,5720.4%
PGIM AAA$8.61M167,8890.4%
VICTORYSHARES FREE$8.41M213,6750.4%
FIRST TRUST$8.36M117,8270.4%
SPROTT PHYSICAL$8.30M181,2630.4%
STATE STREET$8.27M182,3000.4%
JPMORGAN HEDGED$8.03M120,9310.4%
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST$7.82M306,0590.4%
FS KKR Capital CorpFSKCommon Stock$7.63M515,1680.4%
JOHN HANCOCK$7.47M337,2520.4%
VANGUARD VALUE$7.42M38,8340.4%
VANGUARD LARGE$7.36M23,3890.3%
ISHARES CORE$7.29M60,6610.3%
FIRST TRUST$7.28M203,1400.3%
ISHARES ULTRA$7.21M142,6310.3%
BlackRock Science & Technology Term TrustBSTZClosed-End Fund$7.14M315,8180.3%
FIRST TRUST$7.14M72,6050.3%
SHOPIFY INC$6.92M43,0090.3%
BEST BUY CO INC$6.77M101,1300.3%
AbbVie Inc.$6.67M29,1860.3%
FIDELITY HIGH$6.38M112,5040.3%
PGIM ULTRA$6.28M126,6220.3%
DEFIANCE QUANTUM$6.26M57,1170.3%
Walmart Inc.$6.15M55,2100.3%
EXXON MOBIL CORP$6.13M50,9710.3%
JOHNSON & JOHNSON$6.10M29,4820.3%
abrdn Life Sciences InvestorsHQLClosed-End Fund$6.10M363,3810.3%
STATE STREET$6.09M42,2940.3%
INVESCO AEROSPACE$5.86M37,3870.3%
STATE STREET$5.85M70,9500.3%
PROCTER & GAMBLE Co$5.83M40,6570.3%
SCHWAB US$5.72M208,6660.3%
Merck & Co., Inc.$5.70M54,1390.3%
JANUS HENDERSON$5.63M108,2280.3%
SIMPLIFY HIGH$5.61M252,0390.3%
VANGUARD TOTAL$5.61M74,3580.3%
ROYCE MICRO-CAP TRUST, INC.RMTClosed-End Fund$5.50M527,7760.3%
STATE STREET$5.36M38,5040.3%
AMERICAN CENTURY$5.28M46,1220.2%
U S TREASURY$5.28M105,8650.2%
SPDR GOLD$5.17M60,6020.2%
PACER US$5.17M146,9280.2%
INVESCO NASDAQ$5.16M20,4190.2%
HOME DEPOT, INC.$5.15M14,9630.2%
ELI LILLY & Co$5.14M4,7820.2%
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