Institution
Harbor Capital Advisors, Inc.
13F for September 30, 2026, filed October 22, 2026 · SEC CIK 1039128 · Holdings history from December 31, 2021
- Reported value
- — 87% in companies we cover
- Positions we cover
- 1,373 Largest MSFT 2.1%
- Copy, a year
- +6.6% S&P 500 +13.7%
- Copy Sharpe ratio
- 0.21 S&P 500 0.61
Historical holdings
| Issuer | Class / type | Reported value | Quantity |
|---|---|---|---|
| 3M Co88579Y101 · MMM | COM | $1,325 | 8,070 |
| 10X Genomics Inc88025U109 · TXG | COM | $39 | 430 |
| A10 Networks Inc002121101 · ATEN | COM | $4,068 | 150,072 |
| AAON Inc000360206 · AAON | COM | $4,971 | 60,067 |
| AAR Corp000361105 · AIR | COM | $11 | 112 |
| AbbVie Inc00287Y109 · ABBV | COM | $5,453 | 20,845 |
| Abeona Therapeutics Inc00289Y206 · ABEO | COM | $263 | 50,035 |
| Abercrombie & Fitch Co002896207 · ANF | COM | $147 | 1,090 |
| ABM Industries Inc000957100 · ABM | COM | $24 | 499 |
| Absci Corp00091E109 · ABSI | COM | $6 | 522 |
| Acacia Research Corp003881307 · ACTG | COM | $4 | 833 |
| Academy Sports & Outdoors Inc00402L107 · ASO | COM | $34 | 717 |
| Acadia Realty Trust004239109 · AKR | COM | $14 | 729 |
| Acadian Asset Management Inc10948W103 · AAMI | COM | $38 | 410 |
| ACCO Brands Corp00081T108 · ACCO | COM | $6 | 1,456 |
| ACI Worldwide Inc004498101 · ACIW | COM | $2,069 | 42,325 |
| ACM Research Inc00108J109 · ACMR | COM | $5 | 66 |
| Acuity Inc00508Y102 · AYI | COM | $775 | 2,502 |
| Acushnet Holdings Corp005098108 · GOLF | COM | $25 | 299 |
| Adaptive Biotechnologies Corp00650F109 · ADPT | COM | $2,523 | 87,305 |
| Addus HomeCare Corp006739106 · ADUS | COM | $2,871 | 25,970 |
| Adeia Inc00676P107 · ADEA | COM | $10 | 374 |
| Adient PLCG0084W101 · ADNT | COM | $1,381 | 81,995 |
| ADMA Biologics Inc000899104 · ADMA | COM | $11 | 1,100 |
| Adobe Inc00724F101 · ADBE | COM | $83 | 347 |
| ADT Inc00090Q103 · ADT | COM | $28 | 4,663 |
| Advanced Micro Devices Inc007903107 · AMD | COM | $1,773 | 2,899 |
| AdvanSix Inc00773T101 · ASIX | COM | $6 | 388 |
| Aebi Schmidt Holding AGH00501108 · AEBI | COM | $5 | 494 |
| Aehr Test Systems00760J108 · AEHR | COM | $12 | 122 |
| AeroVironment Inc008073108 · AVAV | COM | $691 | 4,861 |
| AES Corp/The00130H105 · AES | COM | $75 | 5,052 |
| Affiliated Managers Group Inc008252108 · AMG | COM | $35 | 96 |
| Agilysys Inc00847J105 · AGYS | COM | $2,157 | 22,221 |
| Agios Pharmaceuticals Inc00847X104 · AGIO | COM | $1,673 | 50,314 |
| AGNT Inc30212W100 · AGNT | COM | $106 | 28,753 |
| Airbnb Inc009066101 · ABNB | COM | $1,378 | 8,580 |
| Akamai Technologies Inc00971T101 · AKAM | COM | $587 | 5,521 |
| Alamo Group Inc011311107 · ALG | COM | $1,748 | 11,293 |
| Albany International Corp012348108 · AIN | COM | $22 | 377 |
| Alexander's Inc014752109 · ALX | COM | $1,580 | 6,410 |
| Alexandria Real Estate Equitie015271109 · ARE | COM | $415 | 8,743 |
| Alkami Technology Inc01644J108 · ALKT | COM | $223 | 16,276 |
| Alkermes PLCG01767105 · ALKS | COM | $30 | 750 |
| Allegiant Travel Co01748X102 · ALGT | COM | $691 | 9,119 |
| Allegro MicroSystems Inc01749D105 · ALGM | COM | $2,141 | 58,891 |
| Allstate Corp/The020002101 · ALL | COM | $11 | 48 |
| Almonty Industries Inc020398707 · ALM | COM | $362 | 27,485 |
| Alnylam Pharmaceuticals Inc02043Q107 · ALNY | COM | $431 | 1,745 |
| Alpha Metallurgical Resources020764106 · AMR | COM | $15 | 88 |
| Alphabet Inc02079K107 | COM | $55 | 161 |
| Alphabet Inc02079K305 · GOOGL | COM | $27,524 | 79,993 |
| Alphatec Holdings Inc02081G201 · ATEC | COM | $2,553 | 247,385 |
| Alpine Income Property Trust I02083X103 · PINE | COM | $5 | 271 |
| Altria Group Inc02209S103 · MO | COM | $2,184 | 32,436 |
| Amalgamated Financial Corp022671101 · AMAL | COM | $16 | 332 |
| Amazon.com Inc023135106 · AMZN | COM | $29,923 | 120,101 |
| Ambarella IncG037AX101 · AMBA | COM | $2,041 | 29,361 |
| AMC Global Media Inc00164V103 · AMCX | COM | $102 | 8,705 |
| Amdocs LtdG02602103 · DOX | COM | $462 | 8,083 |
| Amentum Holdings Inc023939101 · AMTM | COM | $1,454 | 80,250 |
| Amer Sports IncG0260P102 · AS | COM | $75 | 2,752 |
| American Assets Trust Inc024013104 · AAT | COM | $11 | 538 |
| American Eagle Outfitters Inc02553E106 · AEO | COM | $28 | 1,578 |
| American Electric Power Co Inc025537101 · AEP | COM | $669 | 5,637 |
| American Express Co025816109 · AXP | COM | $2,825 | 9,290 |
| American Integrity Insurance G026948109 · AII | COM | $62 | 2,470 |
| American Public Education Inc02913V103 · APEI | COM | $375 | 8,884 |
| American States Water Co029899101 · AWR | COM | $558 | 6,774 |
| American Superconductor Corp030111207 · AMSC | COM | $10 | 348 |
| Americold Realty Trust Inc03064D108 · COLD | COM | $1,357 | 97,054 |
| Ameriprise Financial Inc03076C106 · AMP | COM | $225 | 456 |
| Ameris Bancorp03076K108 · ABCB | COM | $702 | 8,827 |
| AMERISAFE Inc03071H100 · AMSF | COM | $1,824 | 77,193 |
| AMETEK Inc031100100 · AME | COM | $94 | 380 |
| Amgen Inc031162100 · AMGN | COM | $2,574 | 6,106 |
| AMN Healthcare Services Inc001744101 · AMN | COM | $41 | 1,144 |
| Amneal Pharmaceuticals Inc03168L105 · AMRX | COM | $25 | 1,227 |
| Amphastar Pharmaceuticals Inc03209R103 · AMPH | COM | $20 | 770 |
| Amplitude Inc03213A104 · AMPL | COM | $210 | 15,158 |
| Analog Devices Inc032654105 · ADI | COM | $514 | 1,296 |
| Anglogold Ashanti PlcG0378L100 · AU | COM | $42 | 446 |
| Aon PLCG0403H108 · AON | COM | $951 | 3,437 |
| APA Corp03743Q108 · APA | COM | $1,755 | 42,250 |
| Apogee Enterprises Inc037598109 · APOG | COM | $26 | 733 |
| Apollo Global Management Inc03769M106 · APO | COM | $579 | 4,988 |
| Apple Hospitality REIT Inc03784Y200 · APLE | COM | $3,087 | 191,039 |
| Apple Inc037833100 · AAPL | COM | $29,283 | 87,932 |
| Applied Industrial Technologie03820C105 · AIT | COM | $13 | 39 |
| Applied Materials Inc038222105 · AMAT | COM | $39 | 77 |
| AptarGroup Inc038336103 · ATR | COM | $721 | 5,953 |
| Aptiv PLCG3265R107 · APTV | COM | $2,849 | 66,222 |
| Arbor Realty Trust Inc038923108 · ABR | COM | $508 | 131,515 |
| Arbutus Biopharma Corp03879J100 · ABUS | COM | $61 | 12,805 |
| ArcBest Corp03937C105 · ARCB | COM | $1,046 | 8,204 |
| Arch Capital Group LtdG0450A105 · ACGL | COM | $525 | 5,682 |
| Archer-Daniels-Midland Co039483102 · ADM | COM | $13 | 164 |
| Archrock Inc03957W106 · AROC | COM | $2,006 | 66,238 |
| Arcosa Inc039653100 | COM | $46 | 314 |
| Ardent Health Inc03980N107 · ARDT | COM | $17 | 1,605 |
How copying its 13F would have done
Reported value by quarter
View chart data
| Period | Reported value |
|---|---|
| 2021-12-31 | $274.7M |
| 2022-03-31 | $212.2M |
| 2022-06-30 | $131.4M |
| 2022-09-30 | $108.9M |
| 2022-12-31 | $103.1M |
| 2023-03-31 | $346.7M |
| 2023-06-30 | $500M |
| 2023-09-30 | $467.7M |
| 2023-12-31 | $520.2M |
Latest covered holdings and moves
| Company | Share of portfolio | Value | Shares | Change in shares |
|---|---|---|---|---|
| MSFTMicrosoft Corporation | 2.06% | — | 59.2K | +6.7% Added |
| AMZNAmazon | 2.02% | — | 120.1K | +7.2% Added |
| NVDANVIDIA Corporation | 1.98% | — | 128.2K | +4.9% Added |
| AAPLApple Inc. | 1.98% | — | 87.9K | +0.4% |
| GOOGLAlphabet Inc. (Class A) | 1.86% | — | 80.0K | +8.5% Added |
| METAMeta Platforms | 1.75% | — | 35.7K | +2.6% Added |
| JPMJPMorgan Chase | 1.01% | — | 45.2K | +0.4% |
| CSCOCisco | 1.01% | — | 138.7K | +0.3% |
| LLYLilly (Eli) | 0.81% | — | 10.3K | +0.4% |
| SIMOSilicon Motion Technology Corp | 0.80% | — | 42.4K | −1.3% Reduced |
| NFLXNetflix | 0.73% | — | 154.9K | +0.4% |
| CVXChevron Corporation | 0.73% | — | 52.6K | +6.1% Added |
| CRMSalesforce | 0.59% | — | 37.9K | +6.9% Added |
| KLACKLA Corporation | 0.58% | — | 44.2K | +0.4% |
| MRVLMarvell Technology | 0.58% | — | 32.5K | +10.1% Added |
| LAURLaureate Education, Inc. | 0.52% | — | 202.3K | +6.2% Added |
| AVTAvnet Inc | 0.52% | — | 77.1K | −6.1% Reduced |
| MAMastercard | 0.51% | — | 13.6K | +0.6% Added |
| FIBKFirst Interstate Bancsystem Inc | 0.50% | — | 207.3K | +4.1% Added |
| JNJJohnson & Johnson | 0.50% | — | 27.9K | −0.9% Reduced |
| ANETArista Networks | 0.49% | — | 35.7K | +1.1% Added |
| COSTCostco | 0.49% | — | 7.9K | +0.1% |
| LRCXLam Research | 0.48% | — | 21.7K | +1.5% Added |
| RDNTRadnet, Inc. | 0.47% | — | 100.8K | −13.4% Reduced |
| PGProcter & Gamble | 0.46% | — | 46.3K | +0.3% |
| SNEXStonex Group Inc. | 0.44% | — | 101.0K | +56.3% Added |
| PAYCPaycom Software, Inc. | 0.43% | — | 29.4K | −13.8% Reduced |
| LOPEGrand Canyon Education, Inc. | 0.43% | — | 41.6K | +24.1% Added |
| MODModine Manufacturing Co | 0.41% | — | 32.8K | +12.1% Added |
| WKWorkiva Inc | 0.41% | — | 90.5K | −18.9% Reduced |
| PMPhilip Morris International | 0.40% | — | 31.0K | +0.4% |
| BACBank of America | 0.40% | — | 107.6K | −0.2% |
| YETIYeti Holdings, Inc. | 0.39% | — | 141.6K | +33.8% Added |
| TWSTTwist Bioscience Corp | 0.39% | — | 29.9K | −43.8% Reduced |
| DORMDorman Products, Inc. | 0.38% | — | 45.9K | +13.3% Added |
| CATCaterpillar Inc. | 0.37% | — | 6.8K | +0.5% Added |
| FROGJfrog Ltd | 0.37% | — | 56.4K | −15.7% Reduced |
| GEGE Aerospace | 0.37% | — | 17.5K | +0.4% |
| ABBVAbbVie | 0.37% | — | 20.8K | +0.2% |
| MGNIMagnite, Inc. | 0.36% | — | 213.1K | −31.8% Reduced |
| NOWServiceNow | 0.35% | — | 39.0K | +0.4% |
| ATRCAtricure, Inc. | 0.34% | — | 90.7K | +114.1% Added |
| AAONAAON, Inc. | 0.34% | — | 60.1K | +65.2% Added |
| VZVerizon | 0.34% | — | 108.2K | −0.1% |
| PRCHPorch Group, Inc. | 0.33% | — | 292.2K | −28.7% Reduced |
| ARHSArhaus, Inc. | 0.33% | — | 506.5K | +18.2% Added |
| SPNTSiriuspoint Ltd | 0.32% | — | 196.9K | +3.9% Added |
| CCCCCC Intelligent Solutions Holdings Inc. | 0.32% | — | 699.2K | +42.0% Added |
| FCNCAFirst Citizens Bancshares Inc | 0.31% | — | 2.2K | +12.8% Added |
| PSMTPricesmart Inc | 0.31% | — | 26.9K | −2.0% Reduced |
| MSGSMadison Square Garden Sports Corp. | 0.30% | — | 11.1K | −0.8% Reduced |
| TRSTrimas Corp | 0.30% | — | 116.5K | +20.1% Added |
| JOEST JOE Co | 0.30% | — | 68.1K | +80.6% Added |
| SNSharkninja, Inc. | 0.30% | — | 24.8K | −20.4% Reduced |
| NSPInsperity, Inc. | 0.30% | — | 95.7K | +7.3% Added |
| APPSDigital Turbine, Inc. | 0.30% | — | 400.0K | −20.0% Reduced |
| GTLBGitlab Inc. | 0.30% | — | 93.4K | −2.5% Reduced |
| SKWDSkyward Specialty Insurance Group, Inc. | 0.30% | — | 83.1K | +10.5% Added |
| GSLGlobal Ship Lease, Inc. | 0.29% | — | 97.7K | +3.9% Added |
| PCTYPaylocity Holding Corp | 0.29% | — | 30.0K | +4.4% Added |
| IDCCInterdigital, Inc. | 0.29% | — | 13.1K | +11.4% Added |
| LFUSLittelfuse Inc | 0.29% | — | 10.0K | −2.3% Reduced |
| ADPAutomatic Data Processing | 0.28% | — | 16.2K | +0.4% |
| GEVGE Vernova | 0.28% | — | 4.3K | +4.3% Added |
| ATENA10 Networks, Inc. | 0.28% | — | 150.1K | +1.6% Added |
| EEFTEuronet Worldwide, Inc. | 0.27% | — | 64.3K | +5.1% Added |
| MRKMerck & Co. | 0.27% | — | 27.8K | +0.2% |
| MSMorgan Stanley | 0.27% | — | 21.2K | +0.4% |
| NOVTNovanta Inc | 0.27% | — | 27.6K | +17.0% Added |
| DISThe Walt Disney Company | 0.27% | — | 37.4K | +0.4% |
| FTAIFTAI Aviation Ltd. | 0.26% | — | 23.3K | +201.5% Added |
| ACLSAxcelis Technologies Inc | 0.26% | — | 29.4K | +13.3% Added |
| KIDSOrthopediatrics Corp | 0.26% | — | 171.5K | −14.1% Reduced |
| DAVEDave Inc. | 0.26% | — | 11.8K | −8.7% Reduced |
| SIBNSi-bone, Inc. | 0.26% | — | 201.1K | −25.4% Reduced |
| PLDPrologis | 0.25% | — | 28.9K | +0.4% |
| PARRPAR Pacific Holdings, Inc. | 0.25% | — | 45.7K | −2.1% Reduced |
| CVCOCavco Industries, Inc. | 0.25% | — | 6.6K | +3.9% Added |
| HLMNHillman Solutions Corp. | 0.25% | — | 519.3K | −8.9% Reduced |
| FCXFreeport-McMoRan | 0.24% | — | 51.6K | +0.4% |
| ENVAEnova International, Inc. | 0.24% | — | 21.6K | +5.2% Added |
| DSGXDescartes Systems Group Inc | 0.24% | — | 44.4K | −0.1% |
| OIIOceaneering International Inc | 0.24% | — | 81.7K | +14.0% Added |
| SLMSLM Corp | 0.24% | — | 156.7K | −15.1% Reduced |
| VCYTVeracyte, Inc. | 0.24% | — | 76.0K | +45.2% Added |
| HALOHalozyme Therapeutics, Inc. | 0.24% | — | 31.6K | −14.6% Reduced |
| WTTRSelect Water Solutions, Inc. | 0.23% | — | 175.8K | −7.4% Reduced |
| STGWStagwell Inc | 0.23% | — | 425.1K | −38.1% Reduced |
| LQDTLiquidity Services Inc | 0.23% | — | 80.4K | +3.9% Added |
| LNTHLantheus Holdings, Inc. | 0.23% | — | 34.6K | −12.9% Reduced |
| CHYMChime Financial, Inc. | 0.23% | — | 127.9K | −7.6% Reduced |
| KYMRKymera Therapeutics, Inc. | 0.23% | — | 30.4K | −16.5% Reduced |
| OGNOrganon & Co. | 0.23% | — | 247.5K | +15.3% Added |
| TDWTidewater Inc | 0.23% | — | 41.6K | +3.0% Added |
| PLOWDouglas Dynamics, Inc | 0.23% | — | 85.8K | +3.9% Added |
| GRBKGreen Brick Partners, Inc. | 0.23% | — | 50.8K | +3.8% Added |
| PECOPhillips Edison & Company, Inc. | 0.22% | — | 88.4K | +10.9% Added |
| FTDRFrontdoor, Inc. | 0.22% | — | 44.2K | +4.0% Added |
| INTUIntuit | 0.22% | — | 11.7K | +0.4% |
| NEONeogenomics Inc | 0.22% | — | 175.0K | −21.8% Reduced |
| MGYMagnolia Oil & Gas Corp | 0.22% | — | 136.3K | +23.8% Added |
| MMSMaximus, Inc. | 0.21% | — | 59.7K | +19.3% Added |
| NXTNextpower Inc. | 0.21% | — | 40.6K | +56.2% Added |
| EXPOExponent Inc | 0.21% | — | 47.4K | −6.1% Reduced |
| OGEOGE Energy Corp. | 0.21% | — | 68.2K | +32.5% Added |
| APLEApple Hospitality Reit, Inc. | 0.21% | — | 191.0K | +22.9% Added |
| BKNGBooking Holdings | 0.21% | — | 18.9K | +0.4% |
| SNPSSynopsys Inc | 0.21% | — | 7.1K | +5.1% Added |
| CDNSCadence Design Systems Inc | 0.21% | — | 9.2K | +0.4% |
| FHBFirst Hawaiian, Inc. | 0.21% | — | 123.5K | −29.1% Reduced |
| CNSCohen & Steers, Inc. | 0.20% | — | 41.4K | +4.1% Added |
| SCHWCharles Schwab Corporation | 0.20% | — | 30.9K | +0.4% |
| SXTSensient Technologies Corp | 0.20% | — | 23.1K | +2.6% Added |
| EMREmerson Electric | 0.20% | — | 19.1K | +0.4% |
| VLOValero Energy | 0.20% | — | 7.6K | +0.7% Added |
| RHPRyman Hospitality Properties, Inc. | 0.20% | — | 24.6K | −9.7% Reduced |
| INDIIndie Semiconductor, Inc. | 0.20% | — | 1.00M | −26.1% Reduced |
| ARLOArlo Technologies, Inc. | 0.20% | — | 235.9K | +1.2% Added |
| FRPTFreshpet, Inc. | 0.20% | — | 50.6K | −21.3% Reduced |
| CEGConstellation Energy | 0.20% | — | 11.4K | +0.4% |
| ADUSAddus Homecare Corp | 0.19% | — | 26.0K | +3.9% Added |
| FAFFirst American Financial Corp | 0.19% | — | 47.1K | +13.5% Added |
| APTVAptiv | 0.19% | — | 66.2K | +1925.8% Added |
| SPOTSpotify Technology S.a. | 0.19% | — | 5.8K | +0.4% |
| AXPAmerican Express | 0.19% | — | 9.3K | +0.4% |
| HPEHewlett Packard Enterprise | 0.19% | — | 44.2K | +3.6% Added |
| LSTRLandstar System Inc | 0.19% | — | 16.7K | −10.7% Reduced |
| CERTCertara, Inc. | 0.19% | — | 304.3K | +34.7% Added |
| FLRFluor Corp | 0.19% | — | 57.7K | −17.5% Reduced |
| DLBDolby Laboratories, Inc. | 0.19% | — | 46.9K | −17.6% Reduced |
| MURMurphy OIL Corp | 0.19% | — | 74.5K | −12.9% Reduced |
| ETNEaton Corporation | 0.18% | — | 6.3K | +6.5% Added |
| AZZAZZ Inc | 0.18% | — | 20.1K | +4.9% Added |
| JBTMJBT Marel Corp | 0.18% | — | 25.5K | +87.7% Added |
| VCELVericel Corp | 0.18% | — | 66.5K | −8.8% Reduced |
| PSNParsons Corp | 0.18% | — | 64.7K | +39.7% Added |
| AGOAssured Guaranty LTD | 0.18% | — | 38.7K | +11.6% Added |
| IBPInstalled Building Products, Inc. | 0.18% | — | 13.6K | +9388.1% Added |
| FORMFormfactor Inc | 0.18% | — | 17.4K | −3.7% Reduced |
| AMGNAmgen | 0.17% | — | 6.1K | +0.9% Added |
| TENBTenable Holdings, Inc. | 0.17% | — | 70.7K | −39.3% Reduced |
| HAYWHayward Holdings, Inc. | 0.17% | — | 210.0K | +31.8% Added |
| INDBIndependent Bank Corp | 0.17% | — | 33.1K | +8.4% Added |
| TNLTravel & Leisure Co. | 0.17% | — | 41.4K | +9.3% Added |
| ATECAlphatec Holdings, Inc. | 0.17% | — | 247.4K | +13.8% Added |
| CALYCallaway Golf Co | 0.17% | — | 181.2K | +6.7% Added |
| SPGIS&P Global | 0.17% | — | 6.4K | +0.4% |
| ADPTAdaptive Biotechnologies Corp | 0.17% | — | 87.3K | −40.1% Reduced |
| CTRICenturi Holdings, Inc. | 0.17% | — | 124.9K | New |
| HRIHerc Holdings Inc | 0.17% | — | 19.9K | −0.8% Reduced |
| Company | Value last quarter | Shares |
|---|---|---|
| PATKPatrick Industries Inc | — | 8.7K |
| PENNPenn Entertainment, Inc. | — | 46.5K |
| POWLPowell Industries Inc | — | 8.9K |
| PRIMPrimoris Services Corp | — | 166 |
| SNDKSandisk | — | 26 |
| SANMSanmina Corp | — | 176 |
| FOURShift4 Payments, Inc. | — | 12.5K |
| SPIRSpire Global, Inc. | — | 27.4K |
| SXIStandex International Corp | — | 2.1K |
| STRLSterling Infrastructure, Inc. | — | 64 |
| FOXFFOX Factory Holding Corp | — | 262 |
| FSPFranklin Street Properties Corp | — | 1.9K |
| GNRCGenerac | — | 1.8K |
| GOGrocery Outlet Holding Corp. | — | 609 |
| HALHalliburton | — | 1.6K |
| HPPHudson Pacific Properties, Inc. | — | 425 |
| KROKronos Worldwide Inc | — | 1.0K |
| LINLinde plc | — | 45 |
| MBUUMalibu Boats, Inc. | — | 208 |
| MAMAMama's Creations, Inc. | — | 51.8K |
| MECMayville Engineering Company, Inc. | — | 28.6K |
| MGPIMGP Ingredients Inc | — | 391 |
| TKRTimken Co | — | 13.7K |
| TJXTJX Companies | — | 550 |
| TROXTronox Holdings plc | — | 1.5K |
| TTECTtec Holdings, Inc. | — | 683 |
| CMCOColumbus Mckinnon Corp | — | 517 |
| UAMYUnited States Antimony Corp | — | 40.1K |
| UMACUnusual Machines, Inc. | — | 28.8K |
| VIAVViavi Solutions Inc. | — | 195 |
| Period | Copy, a year | S&P 500 | Sharpe | S&P 500 | Biggest drop | Beta |
|---|---|---|---|---|---|---|
| Whole backtestFebruary 11, 2022 to November 2, 2026 | +6.6% | +13.7% | 0.21 | 0.61 | −38.2% | 1.27 |
| Last three yearsNovember 3, 2023 to November 2, 2026 | +18.6% | +21.8% | 0.85 | 1.16 | −23.3% | 1.03 |
| Last yearNovember 7, 2025 to November 2, 2026 | +18.5% | +14.2% | 1.13 | 0.84 | −8.3% | 0.81 |