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Bar Harbor Wealth Management Portfolio
$1.8B across 284 positions as of 2026-09-30, with 38% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+14.8%
+0.4% a year vs the S&P 500
3 years
+16.0%
-5.3% a year vs the S&P 500
5 years
+9.6%
-2.6% a year vs the S&P 500
Quarters ahead
7 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -0.3% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +12.3% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -1.3% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +3.8% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +5.9% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +4.6% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -1.0% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -2.1% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| XLKState Street Technology Select Sector SPDR ETF | $181.3M | 9.9% | 926,311 |
| AAPLApple Inc | $92.1M | 5.1% | 276,508 |
| LLYEli Lilly and Co | $76.9M | 4.2% | 66,424 |
| IVViShares Core S&P 500 ETF | $75.6M | 4.1% | 98,681 |
| AGGiShares Core U.S. Aggregate Bond ETF | $71.2M | 3.9% | 753,529 |
| JNJJohnson & Johnson | $47.7M | 2.6% | 180,017 |
| VEAVanguard FTSE Developed Markets ETF | $42.8M | 2.3% | 606,340 |
| MSFTMicrosoft Corp | $39.1M | 2.1% | 76,320 |
| IJHiShares Core S&P Mid-Cap ETF | $37.1M | 2.0% | 515,603 |
| GOOGLAlphabet Inc | $36.3M | 2.0% | 105,538 |
| CATCaterpillar Inc | $36.1M | 2.0% | 44,582 |
| IJRiShares Core S&P Small-Cap ETF | $36M | 2.0% | 264,933 |
| COSTCostco Wholesale Corp | $31.3M | 1.7% | 34,391 |
| XLYSPDR Select Sector Fund - Consumer Discretionary | $30.8M | 1.7% | 283,262 |
| QQQInvesco QQQ Trust, Series 1 | $28.9M | 1.6% | 39,102 |
| XLIState Street Industrial Select Sector SPDR ETF | $26M | 1.4% | 155,800 |
| MRKMerck & Co Inc | $25.5M | 1.4% | 175,817 |
| XLFState Street Financial Select Sector SPDR ETF | $25.5M | 1.4% | 477,011 |
| JPMJPMorgan Chase & Co | $25.1M | 1.4% | 75,789 |
| ABBVAbbVie Inc | $24.9M | 1.4% | 95,081 |
| IGSBISHARES TR | $23.2M | 1.3% | 452,983 |
| NVDANVIDIA Corp | $20.4M | 1.1% | 89,529 |
| AMZNAmazon.com Inc | $18.6M | 1.0% | 74,496 |
| XLVState Street Health Care Select Sector SPDR ETF | $16.6M | 0.9% | 98,499 |
| IBMInternational Business Machines Corp | $16.1M | 0.9% | 73,301 |
| WMTWalmart Inc | $15.6M | 0.9% | 149,963 |
| METAMeta Platforms Inc | $15M | 0.8% | 20,687 |
| BAR HBR BANKSHARES | $14.9M | 0.8% | 383,877 |
| ABTAbbott Laboratories | $14.6M | 0.8% | 147,465 |
| VWOVanguard FTSE Emerging Markets ETF | $14.4M | 0.8% | 243,595 |
| BRK.BBerkshire Hathaway Inc | $13.6M | 0.7% | 27,275 |
| XLPState Street Consumer Staples Select Sector SPDR ETF | $13.4M | 0.7% | 166,172 |
| NELNET INC | $13.3M | 0.7% | 107,656 |
| CLOAiShares AAA CLO Active ETF | $13.1M | 0.7% | 252,973 |
| IGIBiShares 5-10 Year Investment Grade Corporate Bond ETF | $12.8M | 0.7% | 253,432 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $12.5M | 0.7% | 75,184 |
| CVXChevron Corp | $12.3M | 0.7% | 60,399 |
| SIMPLIFY EXCHANGE TRADED FUN | $11.6M | 0.6% | 247,584 |
| EMREmerson Electric Co | $11.5M | 0.6% | 74,118 |
| UNPUnion Pacific Corp | $11.5M | 0.6% | 42,210 |
| ADPAutomatic Data Processing Inc | $11.3M | 0.6% | 43,977 |
| XLCThe Communication Services Select Sector SPDR Fund | $11.3M | 0.6% | 101,738 |
| REGNRegeneron Pharmaceuticals Inc | $10.9M | 0.6% | 14,381 |
| XLEState Street Energy Select Sector SPDR ETF | $10.8M | 0.6% | 176,196 |
| SPYState Street SPDR S&P 500 ETF Trust | $10.7M | 0.6% | 14,072 |
| LRCXLam Research Corp | $10.7M | 0.6% | 32,637 |
| PGProcter & Gamble Co | $10.2M | 0.6% | 70,535 |
| TPLTexas Pacific Land Corp | $10.2M | 0.6% | 31,165 |
| SYYSysco Corp | $9.9M | 0.5% | 127,602 |
| ASML HLDG NV | $9.5M | 0.5% | 5,253 |
| EGPEastgroup Properties Inc | $9.2M | 0.5% | 46,677 |
| CSCOCisco Systems Inc | $9.1M | 0.5% | 84,230 |
| FAFFirst American Financial Corp | $8.7M | 0.5% | 143,620 |
| AVGOBroadcom Inc | $8.7M | 0.5% | 24,702 |
| RGLDRoyal Gold Inc | $8.4M | 0.5% | 35,607 |
| ANETArista Networks Inc | $8M | 0.4% | 39,210 |
| MAMastercard Inc | $7.9M | 0.4% | 14,300 |
| XLBMaterials Select Sector SPDR | $7.9M | 0.4% | 161,682 |
| XLUState Street Utilities Select Sector SPDR ETF | $7.8M | 0.4% | 198,958 |
| HDHome Depot Inc | $7.7M | 0.4% | 27,184 |
| VZVerizon Communications Inc | $7.6M | 0.4% | 166,168 |
| PANWPalo Alto Networks Inc | $7.1M | 0.4% | 17,762 |
| PEPPepsiCo Inc | $6.9M | 0.4% | 54,841 |
| EATON CORP PLC | $6.6M | 0.4% | 15,368 |
| GOOGAlphabet Inc | $6.4M | 0.4% | 18,866 |
| CHUBB LIMITED | $6.3M | 0.3% | 19,388 |
| DHRDanaher Corp | $6.1M | 0.3% | 27,437 |
| EMNEastman Chemical Co | $5.8M | 0.3% | 89,107 |
| BACBank of America Corp | $5.8M | 0.3% | 106,034 |
| PHParker-Hannifin Corp | $5.7M | 0.3% | 5,961 |
| WMWaste Management Inc | $5.5M | 0.3% | 27,049 |
| HPEHewlett Packard Enterprise Co | $5.5M | 0.3% | 85,541 |
| APHAmphenol Corp | $5.4M | 0.3% | 63,888 |
| VLOValero Energy Corp | $5.4M | 0.3% | 13,808 |
| CRMSalesforce Inc | $5.3M | 0.3% | 23,234 |
| KOCoca-Cola Co | $5.3M | 0.3% | 61,589 |
| VCSHVanguard Short-Term Corporate Bond ETF | $5.2M | 0.3% | 67,778 |
| PFEPfizer Inc | $5M | 0.3% | 174,972 |
| ELSEquity LifeStyle Properties Inc | $4.5M | 0.2% | 77,112 |
| ROKRockwell Automation Inc | $4.5M | 0.2% | 10,304 |
| DGXQuest Diagnostics Inc | $4.5M | 0.2% | 19,098 |
| KMIKinder Morgan Inc | $4.3M | 0.2% | 144,053 |
| CLColgate-Palmolive Co | $4.3M | 0.2% | 50,139 |
| LQDiShares iBoxx $ Investment Grade Corporate Bond ETF | $4.2M | 0.2% | 41,217 |
| KNSLKinsale Capital Group, Inc. | $4.2M | 0.2% | 12,968 |
| LHXL3Harris Technologies Inc | $4.1M | 0.2% | 17,325 |
| NUVEEN MUN VALUE FD INC | $4.1M | 0.2% | 494,825 |
| ADIAnalog Devices Inc | $4.1M | 0.2% | 10,322 |
| RTXRTX Corp | $4.1M | 0.2% | 22,050 |
| TKRTimken Co | $4.1M | 0.2% | 35,057 |
| DISWalt Disney Co | $4M | 0.2% | 38,270 |
| VOVanguard Mid-Cap ETF | $3.8M | 0.2% | 48,788 |
| MEDTRONIC PLC | $3.7M | 0.2% | 43,402 |
| ICEIntercontinental Exchange Inc | $3.7M | 0.2% | 24,436 |
| TMOThermo Fisher Scientific Inc | $3.7M | 0.2% | 5,438 |
| VVisa Inc | $3.7M | 0.2% | 10,210 |
| DDominion Energy Inc | $3.7M | 0.2% | 60,373 |
| IBBiShares Nasdaq Biotechnology Index Fund | $3.6M | 0.2% | 17,222 |
| CSXCSX Corp | $3.5M | 0.2% | 75,630 |
| BALLBall Corp | $3.5M | 0.2% | 61,865 |
| LENLennar Corp | $3.4M | 0.2% | 41,580 |
| NFLXNetflix Inc | $3.3M | 0.2% | 48,078 |
| GSKGSK plc | $3.2M | 0.2% | 67,212 |
| MCDMcDonald's Corp | $3.2M | 0.2% | 13,826 |
| AMATApplied Materials Inc | $3.1M | 0.2% | 6,035 |
| EFAiShares MSCI EAFE ETF | $3M | 0.2% | 29,027 |
| FDXFedEx Corp | $3M | 0.2% | 10,568 |
| BKRBaker Hughes Co | $3M | 0.2% | 54,664 |
| XLREReal Estate Select Sector SPDR Fund | $3M | 0.2% | 72,463 |
| PLDPrologis Inc | $2.9M | 0.2% | 22,389 |
| NVSNovartis AG | $2.9M | 0.2% | 20,272 |
| NEENextera Energy Inc | $2.7M | 0.2% | 36,157 |
| ULTAUlta Beauty Inc | $2.3M | 0.1% | 4,226 |
| PMPhilip Morris International Inc | $2.3M | 0.1% | 11,796 |
| TJXTJX Companies Inc | $2.2M | 0.1% | 16,722 |
| AMTAmerican Tower Corp | $2.2M | 0.1% | 13,296 |
| NSCNorfolk Southern Corp | $2.1M | 0.1% | 6,843 |
| RPMRPM International Inc | $2.1M | 0.1% | 20,841 |
| APDAir Products and Chemicals Inc | $2M | 0.1% | 7,351 |
| GEGeneral Electric Co | $2M | 0.1% | 6,265 |
| TXNTexas Instruments Inc | $1.9M | 0.1% | 6,873 |
| EEMiShares MSCI Emerging Index Fund | $1.9M | 0.1% | 28,527 |
| SNPSSynopsys Inc | $1.9M | 0.1% | 4,350 |
| HONHoneywell International Inc | $1.9M | 0.1% | 8,912 |
| BKNGBooking Holdings Inc | $1.8M | 0.1% | 11,146 |
| AZOAutozone Inc | $1.8M | 0.1% | 627 |
| IEFAiShares Core MSCI EAFE ETF | $1.8M | 0.1% | 18,098 |
| JANUS LIVING INC | $1.7M | 0.1% | 58,099 |
| UBERUber Technologies Inc | $1.7M | 0.1% | 24,581 |
| AAgilent Technologies Inc | $1.6M | 0.1% | 9,329 |
| AMGNAmgen Inc | $1.6M | 0.1% | 3,696 |
| BMYBristol-Myers Squibb Co | $1.5M | 0.1% | 24,776 |
| LOWLowe's Companies Inc | $1.5M | 0.1% | 8,370 |
| MMM3M Co | $1.5M | 0.1% | 9,349 |
| AMDAdvanced Micro Devices Inc | $1.5M | 0.1% | 2,426 |
| SDYState Street SPDR S&P Dividend ETF | $1.5M | 0.1% | 9,964 |
| TSCOTractor Supply Co | $1.4M | 0.1% | 46,328 |
| UPSUnited Parcel Service Inc | $1.4M | 0.1% | 15,138 |
| PSXPhillips 66 | $1.4M | 0.1% | 5,394 |
| AKAMAkamai Technologies Inc | $1.3M | 0.1% | 12,649 |
| BLKBlackRock Inc | $1.3M | 0.1% | 1,228 |
| AMEAMETEK Inc | $1.3M | 0.1% | 5,063 |
| DVYISHARES TR | $1.2M | 0.1% | 8,151 |
| MUBiShares National Muni Bond ETF | $1.2M | 0.1% | 12,245 |
| HONAHoneywell Aerospace Inc | $1.2M | 0.1% | 7,901 |
| MPCMarathon Petroleum Corp | $1.2M | 0.1% | 3,050 |
| IWRiShares Russell Mid-Cap ETF | $1.2M | 0.1% | 11,095 |
| GEVGE Vernova Inc | $1.1M | 0.1% | 1,189 |
| INTCIntel Corp | $1.1M | 0.1% | 9,246 |
| VOOVanguard S&P 500 ETF | $1.1M | 0.1% | 1,575 |
| LMTLockheed Martin Corp | $1.1M | 0.1% | 2,131 |
| ISHARES INC | $1M | 0.1% | 16,009 |
| ECLEcolab Inc | $970.9K | 0.1% | 3,536 |
| ITWIllinois Tool Works Inc | $965.1K | 0.1% | 3,751 |
| DSIiShares ESG MSCI KLD 400 ETF | $957.5K | 0.1% | 6,550 |
| BANK OF NY MELLON CORP | $942.8K | 0.1% | 6,519 |
| BBWIBath & Body Works Inc | $930.9K | 0.1% | 58,476 |
| DEDeere & Co | $891.8K | 0.0% | 1,328 |
| TAT&T Inc | $873.8K | 0.0% | 35,812 |
| QCOMQualcomm Inc | $792.8K | 0.0% | 4,308 |
| UNHUnitedHealth Group Inc | $779.3K | 0.0% | 2,123 |
| LINDE PLC | $745.7K | 0.0% | 1,571 |
| CARRCarrier Global Corp | $683.1K | 0.0% | 12,451 |
| AON PLC | $675.9K | 0.0% | 2,442 |
| GPCGenuine Parts Co | $674.5K | 0.0% | 5,364 |
| MRSHMarsh & McLennan Companies Inc | $671.8K | 0.0% | 3,935 |
| SPGIS&P Global Inc | $669K | 0.0% | 1,696 |
| YUMYum! Brands Inc | $654.4K | 0.0% | 4,800 |
| VTVanguard Total World Stock Index ETF | $631.4K | 0.0% | 4,000 |
| DUKDuke Energy Corp | $628.4K | 0.0% | 5,512 |
| VTIVanguard Total Stock Market ETF | $616.7K | 0.0% | 1,648 |
| XLGInvesco S&P 500 Top 50 ETF | $613.5K | 0.0% | 9,645 |
| IWMiShares Russell 2000 Index Fund | $610.8K | 0.0% | 2,198 |
| PNCPNC Financial Services Group Inc | $610.5K | 0.0% | 2,747 |
| VBVanguard Small-Cap ETF | $604K | 0.0% | 2,123 |
| AXPAmerican Express Co | $601.2K | 0.0% | 1,977 |
| RSPInvesco S&P 500 Equal Weight ETF | $596K | 0.0% | 2,865 |
| ORCLOracle Corp | $593K | 0.0% | 4,319 |
| TIPiShares TIPS Bond ETF | $592.1K | 0.0% | 5,691 |
| GLDSPDR Gold Shares | $586.9K | 0.0% | 1,541 |
| TRVTravelers Companies Inc | $580K | 0.0% | 1,627 |
| TDToronto-Dominion Bank | $574.7K | 0.0% | 4,890 |
| HYGiShares iBoxx $ High Yield Corporate Bond ETF | $569.9K | 0.0% | 7,381 |
| PGRProgressive Corp | $553.1K | 0.0% | 2,668 |
| TGTTarget Corp | $538.5K | 0.0% | 3,437 |
| IVWiShares S&P 500 Growth ETF | $522.7K | 0.0% | 3,674 |
| CTASCintas Corp | $520.8K | 0.0% | 2,670 |
| FTAI AVIATION LTD | $494.1K | 0.0% | 2,958 |
| COPConocoPhillips | $489.7K | 0.0% | 3,913 |
| SOSouthern Co | $483.1K | 0.0% | 5,828 |
| PFFiShares Preferred and Income Securities ETF | $464.5K | 0.0% | 15,746 |
| MCOMoody's Corp | $460.9K | 0.0% | 1,015 |
| KMBKimberly-Clark Corp | $445.1K | 0.0% | 4,568 |
| GISGeneral Mills Inc | $433.9K | 0.0% | 13,492 |
| AMRIZE LTD | $430.9K | 0.0% | 11,525 |
| IJKiShares S&P Mid-Cap 400 Growth ETF | $430.4K | 0.0% | 3,927 |
| GILDGilead Sciences, Inc | $429K | 0.0% | 2,878 |
| IOOiShares Global 100 ETF | $428.1K | 0.0% | 2,973 |
| ESEversource Energy | $426.3K | 0.0% | 6,645 |
| SLBSLB NV | $422.9K | 0.0% | 8,680 |
| IDViShares International Select Dividend ETF | $420.8K | 0.0% | 9,974 |
| STTState Street Corp | $417.6K | 0.0% | 2,392 |
| FSLRFirst Solar Inc | $415.1K | 0.0% | 2,370 |
| DDDupont De Nemours Inc | $401.5K | 0.0% | 3,091 |
| AWKAmerican Water Works Co Inc | $401.1K | 0.0% | 3,098 |
| ADBEAdobe Inc | $392.8K | 0.0% | 1,637 |
| BSVVanguard Short-Term Bond ETF | $380.4K | 0.0% | 4,979 |
| VEUVanguard FTSE All World Ex US ETF | $376.8K | 0.0% | 4,541 |
| NVONovo Nordisk A/S | $376.6K | 0.0% | 9,935 |
| METMetLife Inc | $376.5K | 0.0% | 3,999 |
| WISDOMTREE TR | $374.7K | 0.0% | 4,687 |
| MMUWestern Asset Managed Municipals Fund, Inc. | $372.2K | 0.0% | 41,682 |
| MGKVanguard Mega Cap Growth ETF | $370.6K | 0.0% | 4,000 |
| SUSAiShares MSCI USA ESG Select ETF | $363.8K | 0.0% | 2,337 |
| RDVYFirst Trust Rising Dividend Achievers ETF | $359K | 0.0% | 4,586 |
| MTBM&T Bank Corp | $354.7K | 0.0% | 1,630 |
| MOAltria Group Inc | $352.5K | 0.0% | 5,234 |
| HYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF | $352.1K | 0.0% | 15,000 |
| DOVDover Corp | $349.8K | 0.0% | 1,870 |
| FIRST BANCORP INC ME | $346.6K | 0.0% | 10,397 |
| IWBiShares Russell 1000 ETF | $342.1K | 0.0% | 822 |
| GSGoldman Sachs Group Inc | $341.2K | 0.0% | 379 |
| GLDMSPDR Gold MiniShares Trust | $335.8K | 0.0% | 4,086 |
| GDGeneral Dynamics Corp | $332.8K | 0.0% | 1,003 |
| SBUXStarbucks Corp | $331.9K | 0.0% | 3,532 |
| WFCWells Fargo & Co | $323K | 0.0% | 4,035 |
| DOWDow Inc | $314.2K | 0.0% | 11,410 |
| VOEVanguard Mid-Cap Value ETF | $307K | 0.0% | 1,570 |
| VNQVanguard Real Estate ETF | $304.3K | 0.0% | 3,395 |
| CICigna Group | $303.9K | 0.0% | 1,118 |
| VGITVanguard Scottsdale Intermediate Term Treasury | $297.7K | 0.0% | 5,255 |
| CAMDEN NATL CORP | $296.4K | 0.0% | 5,356 |
| IEIiShares 3-7 Year Treasury Bond ETF | $292.9K | 0.0% | 2,582 |
| ESGDiShares ESG Aware MSCI EAFE ETF | $288.8K | 0.0% | 2,803 |
| THGHanover Insurance Group Inc | $279.4K | 0.0% | 1,305 |
| XELXcel Energy Inc | $275.7K | 0.0% | 3,912 |
| IUSGiShares Core S&P U.S. Growth ETF | $274.9K | 0.0% | 1,419 |
| SHYiShares 1-3 Year Treasury Bond ETF | $273.5K | 0.0% | 3,368 |
| MDYSPDR MidCap Trust Series I | $271.9K | 0.0% | 414 |
| MDLZMondelez International Inc | $270.5K | 0.0% | 4,679 |
| MFCManulife Financial Corp | $270K | 0.0% | 6,340 |
| IJTiShares S&P SmallCap 600 Growth ETF | $267.4K | 0.0% | 1,668 |
| ZBHZimmer Biomet Holdings, Inc | $261.9K | 0.0% | 2,948 |
| IJJiShares S&P Mid-Cap 400 Value ETF | $260.4K | 0.0% | 1,891 |
| VANGUARD BD INDEX FDS | $260.1K | 0.0% | 5,250 |
| BNDVanguard Total Bond Market ETF | $259.7K | 0.0% | 3,702 |
| MBBiShares MBS ETF | $259.5K | 0.0% | 2,896 |
| WELLWelltower Inc | $256.5K | 0.0% | 1,114 |
| VXFVanguard Extended Market ETF | $254.8K | 0.0% | 1,100 |
| MCKMcKesson Corp | $254.4K | 0.0% | 298 |
| EQIXEquinix Inc | $253.9K | 0.0% | 251 |
| MUSAMurphy USA Inc. Common Stock | $252K | 0.0% | 500 |
| VBRVanguard Small-Cap Value ETF | $250.9K | 0.0% | 1,086 |
| ALLAllstate Corp | $247.2K | 0.0% | 1,114 |
| NVRNVR Inc | $246.2K | 0.0% | 40 |
| ICLNiShares Global Clean Energy ETF | $244.3K | 0.0% | 14,369 |
| EDConsolidated Edison Inc | $243.8K | 0.0% | 2,385 |
| KLACKLA Corp | $241.7K | 0.0% | 1,240 |
| ESGVVanguard ESG U.S. Stock ETF | $237.2K | 0.0% | 1,750 |
| IWPiShares Russell Midcap Growth ETF | $236.8K | 0.0% | 1,720 |
| BXBlackstone Inc | $234.5K | 0.0% | 2,092 |
| ROSTRoss Stores Inc | $233.4K | 0.0% | 1,000 |
| SCHDSchwab US Dividend Equity ETF | $232.9K | 0.0% | 7,161 |
| VIGVanguard Div Appreciation ETF | $232.1K | 0.0% | 995 |
| SPHQInvesco S&P 500 Quality ETF | $227K | 0.0% | 2,700 |
| CVSCVS Health Corp | $223.7K | 0.0% | 2,610 |
| GLWCorning Inc | $223.6K | 0.0% | 1,454 |
| AFLAflac Inc | $221.9K | 0.0% | 1,985 |
| OTISOtis Worldwide Corp | $221.1K | 0.0% | 3,438 |
| AMPAmeriprise Financial Inc | $216.1K | 0.0% | 439 |
| ACCENTURE PLC IRELAND | $215.8K | 0.0% | 1,177 |
| HARBOR ETF TRUST | $215.2K | 0.0% | 4,876 |
| DTEDTE Energy Co | $213.9K | 0.0% | 1,756 |
| SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF | $202K | 0.0% | 3,821 |
| NEUBERGER MUN FD INC | $180.6K | 0.0% | 19,865 |
| NUVEEN AMT FREE QLTY MUN INC | $176.2K | 0.0% | 17,711 |
| INVESCO MUN OPPORTUNIT TR | $165.3K | 0.0% | 19,795 |
| NUVEEN QUALITY MUNCP INCOME | $131.8K | 0.0% | 13,025 |
| EVNEaton Vance Municipal Income Trust Common Stock | $123.9K | 0.0% | 13,413 |
| BLACKROCK MUNIYILD QULT FD I | $122.2K | 0.0% | 12,305 |
| INVESCO QUALITY MUN INCOME T | $115.1K | 0.0% | 13,348 |
| BNY MELLON MUN BD INFRASTRUC | $113.6K | 0.0% | 12,075 |
| WESTERN ASSET INTER MUNI | $105.6K | 0.0% | 15,110 |
| PURECYCLE TECHNOLOGIES INC | $75K | 0.0% | 17,000 |
Quarter ending 2026-09-30.
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