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 |
|---|---|---|---|
| Ardmore Shipping CorpY0207T100 · ASC | COM | $15 | 819 |
| Argan Inc04010E109 · AGX | COM | $15 | 40 |
| Arhaus Inc04035M102 · ARHS | COM | $4,797 | 506,513 |
| Arista Networks Inc040413205 · ANET | COM | $7,276 | 35,737 |
| Arko Corp041242108 · ARKO | COM | $7 | 1,635 |
| Arlo Technologies Inc04206A101 · ARLO | COM | $2,925 | 235,883 |
| ARM Holdings PLC042068205 · ARM | COM | $231 | 796 |
| Arrow Electronics Inc042735100 · ARW | COM | $358 | 1,575 |
| Artisan Partners Asset Managem04316A108 · APAM | COM | $2,182 | 60,423 |
| Artivion Inc228903100 · AORT | COM | $26 | 1,133 |
| Asana Inc04342Y104 · ASAN | COM | $209 | 24,756 |
| Asbury Automotive Group Inc043436104 · ABG | COM | $1,673 | 9,709 |
| Ashland Inc044186104 · ASH | COM | $1,389 | 20,449 |
| ASP Isotopes Inc00218A105 · ASPI | COM | $10 | 3,618 |
| Associated Banc-Corp045487105 · ASB | COM | $792 | 27,642 |
| Assured Guaranty LtdG0585R106 · AGO | COM | $2,623 | 38,739 |
| AST SpaceMobile Inc00217D100 · ASTS | COM | $7 | 111 |
| Astera Labs Inc04626A103 · ALAB | COM | $958 | 2,692 |
| Astrana Health Inc03763A207 · ASTH | COM | $22 | 624 |
| Astronics Corp046433108 · ATRO | COM | $11 | 159 |
| ATI Inc01741R102 · ATI | COM | $34 | 182 |
| Atkore Inc047649108 · ATKR | COM | $42 | 443 |
| Atlanta Braves Holdings Inc047726302 | COM | $2,197 | 41,496 |
| Atlantic Union Bankshares Corp04911A107 · AUB | COM | $1,883 | 49,630 |
| Atlanticus Holdings Corp04914Y102 · ATLC | COM | $33 | 376 |
| Atlas Energy Solutions Inc642045108 · AESI | COM | $1 | 117 |
| Atlassian Corp049468101 · TEAM | COM | $36 | 202 |
| ATN International Inc00215F107 · ATNI | COM | $5 | 172 |
| AtriCure Inc04963C209 · ATRC | COM | $5,100 | 90,742 |
| ATS Corp00217Y104 · ATS | COM | $2,216 | 122,757 |
| Aura Minerals IncG06973112 · AUGO | COM | $14 | 179 |
| Aurinia Pharmaceuticals Inc05156V102 · AUPH | COM | $11 | 698 |
| Autodesk Inc052769106 · ADSK | COM | $1,685 | 8,063 |
| Autoliv Inc052800109 · ALV | COM | $5 | 42 |
| Automatic Data Processing Inc053015103 · ADP | COM | $4,177 | 16,188 |
| Avantor Inc05352A100 · AVTR | COM | $1,680 | 111,613 |
| Aveanna Healthcare Holdings In05356F105 · AVAH | COM | $645 | 51,989 |
| Aviat Networks Inc05366Y201 · AVNW | COM | $2 | 80 |
| Avista Corp05379B107 · AVA | COM | $682 | 19,445 |
| Avnet Inc053807103 · AVT | COM | $7,709 | 77,124 |
| Axcelis Technologies Inc054540208 · ACLS | COM | $3,857 | 29,401 |
| Axon Enterprise Inc05464C101 · AXON | COM | $614 | 1,453 |
| Axos Financial Inc05465C100 · AX | COM | $37 | 433 |
| AZZ Inc002474104 · AZZ | COM | $2,696 | 20,062 |
| Badger Meter Inc056525108 · BMI | COM | $23 | 188 |
| Balchem Corp057665200 · BCPC | COM | $11 | 69 |
| Baldwin Insurance Group Inc/Th05589G102 · BWIN | COM | $801 | 25,208 |
| Banc of California Inc05990K106 · BANC | COM | $871 | 50,535 |
| Bancorp Inc/The05969A105 · TBBK | COM | $15 | 305 |
| Bandwidth Inc05988J103 · BAND | COM | $346 | 5,696 |
| Bank First Corp06211J100 · BFC | COM | $503 | 3,382 |
| Bank of America Corp060505104 · BAC | COM | $5,856 | 107,590 |
| Bank of Hawaii Corp062540109 · BOH | COM | $925 | 13,417 |
| Bank of New York Mellon Corp/T064058100 · BNY | COM | $79 | 549 |
| Bank of NT Butterfield & Son LG0772R208 · NTB | COM | $1,333 | 23,047 |
| Bank7 Corp06652N107 · BSVN | COM | $13 | 233 |
| BankUnited Inc06652K103 · BKU | COM | $24 | 575 |
| Banner Corp06652V208 · BANR | COM | $744 | 11,101 |
| Barrett Business Services Inc068463108 · BBSI | COM | $6 | 186 |
| Bath & Body Works Inc070830104 · BBWI | COM | $13 | 794 |
| BayCom Corp07272M107 · BCML | COM | $5 | 169 |
| Beacon Financial Corp084680107 · BBT | COM | $10 | 342 |
| Beazer Homes USA Inc07556Q881 · BZH | COM | $474 | 14,202 |
| Becton Dickinson & Co075887109 · BDX | COM | $5 | 28 |
| Bel Fuse Inc077347300 · BELFA | COM | $5 | 20 |
| BellRing Brands Inc07831C103 · BRBR | COM | $618 | 80,397 |
| Benchmark Electronics Inc08160H101 · BHE | COM | $19 | 225 |
| Bentley Systems Inc08265T208 · BSY | COM | $835 | 26,120 |
| Best Buy Co Inc086516101 · BBY | COM | $78 | 885 |
| Beta Technologies Inc086921103 · BETA | COM | $7 | 336 |
| Bio-Techne Corp09073M104 · TECH | COM | $65 | 903 |
| BioMarin Pharmaceutical Inc09061G101 · BMRN | COM | $825 | 13,758 |
| Bioventus Inc09075A108 · BVS | COM | $431 | 31,644 |
| BitMine Immersion Technologies09175A206 · BMNR | COM | $5 | 184 |
| Black Hills Corp092113109 · BKH | COM | $1,354 | 19,322 |
| Blackbaud Inc09227Q100 · BLKB | COM | $2,477 | 59,509 |
| Blackstone Inc09260D107 · BX | COM | $2,156 | 19,236 |
| Blackstone Mortgage Trust Inc09257W100 · BXMT | COM | $5 | 425 |
| Bloom Energy Corp093712107 · BE | COM | $258 | 931 |
| Bloomin' Brands Inc094235108 · BLMN | COM | $8 | 1,048 |
| Blue Bird Corp095306106 · BLBD | COM | $455 | 8,195 |
| BlueLinx Holdings Inc09624H208 · BXC | COM | $2,149 | 30,219 |
| Boise Cascade Co09739D100 · BCC | COM | $32 | 437 |
| Booking Holdings Inc09857L108 · BKNG | COM | $3,078 | 18,896 |
| Boot Barn Holdings Inc099406100 · BOOT | COM | $749 | 6,217 |
| Booz Allen Hamilton Holding Co099502106 · BAH | COM | $919 | 13,242 |
| Borr Drilling LtdG1466R173 · BORR | COM | $19 | 4,997 |
| Boston Beer Co Inc/The100557107 · SAM | COM | $718 | 4,376 |
| Boston Scientific Corp101137107 · BSX | COM | $987 | 22,623 |
| Box Inc10316T104 · BOX | COM | $1,163 | 34,748 |
| BP PLC055622104 | COM | $179 | 4,058 |
| Brandywine Realty Trust105368203 · BDN | COM | $9 | 3,233 |
| Braze Inc10576N102 · BRZE | COM | $527 | 21,002 |
| Bread Financial Holdings Inc018581108 · BFH | COM | $2,269 | 23,217 |
| BrightSpring Health Services I10950A106 · BTSG | COM | $8 | 134 |
| Brightstar Lottery PLCG4863A108 · BRSL | COM | $27 | 2,674 |
| BrightView Holdings Inc10948C107 · BV | COM | $9 | 869 |
| Brink's Co/The109696104 · BCO | COM | $1,608 | 15,924 |
| Brinker International Inc109641100 · EAT | COM | $91 | 470 |
| Bristol-Myers Squibb Co110122108 · BMY | COM | $86 | 1,372 |
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 |