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 |
|---|---|---|---|
| PACS Group Inc69380Q107 · PACS | COM | $24 | 589 |
| Pagaya Technologies LtdM7S64L123 · PGY | COM | $10 | 559 |
| PagerDuty Inc69553P100 · PD | COM | $292 | 19,349 |
| Pagseguro Digital LtdG68707101 · PAGS | COM | $89 | 10,032 |
| Palomar Holdings Inc69753M105 · PLMR | COM | $12 | 97 |
| Pangaea Logistics Solutions LtG6891L105 · PANL | COM | $5 | 648 |
| Papa John's International Inc698813102 · PZZA | COM | $4 | 192 |
| Par Pacific Holdings Inc69888T207 · PARR | COM | $3,727 | 45,668 |
| Park Aerospace Corp70014A104 · PKE | COM | $6 | 208 |
| Park Hotels & Resorts Inc700517105 · PK | COM | $25 | 1,625 |
| Park National Corp700658107 · PRK | COM | $21 | 116 |
| Parker-Hannifin Corp701094104 · PH | COM | $1,933 | 2,023 |
| Parsons Corp70202L102 · PSN | COM | $2,651 | 64,701 |
| Pattern Group Inc70339W104 · PTRN | COM | $5 | 288 |
| Paycom Software Inc70432V102 · PAYC | COM | $6,405 | 29,430 |
| Paylocity Holding Corp70438V106 · PCTY | COM | $4,274 | 29,981 |
| Payoneer Global Inc70451X104 · PAYO | COM | $17 | 2,447 |
| PayPal Holdings Inc70450Y103 · PYPL | COM | $23 | 439 |
| Paysafe LtdG6964L206 · PSFE | COM | $13 | 2,334 |
| Paysign Inc70451A104 · PAYS | COM | $10 | 763 |
| PBF Energy Inc69318G106 · PBF | COM | $84 | 1,092 |
| PC Connection Inc69318J100 · CNXN | COM | $39 | 429 |
| PCB Bancorp69320M109 · PCB | COM | $8 | 302 |
| Peabody Energy Corp704551100 · BTU | COM | $26 | 1,080 |
| Pebblebrook Hotel Trust70509V100 · PEB | COM | $59 | 3,159 |
| Pegasystems Inc705573103 · PEGA | COM | $828 | 24,881 |
| Penguin Solutions Inc706915105 · PENG | COM | $15 | 267 |
| Pennant Group Inc/The70805E109 · PNTG | COM | $7 | 174 |
| PennyMac Financial Services In70932M107 · PFSI | COM | $87 | 1,405 |
| PennyMac Mortgage Investment T70931T103 · PMT | COM | $8 | 1,058 |
| Peoples Bancorp Inc/OH709789101 · PEBO | COM | $467 | 12,773 |
| Peoples Financial Services Cor711040105 · PFIS | COM | $11 | 156 |
| Perdoceo Education Corp71363P106 · PRDO | COM | $923 | 29,820 |
| Pfizer Inc717081103 · PFE | COM | $1,900 | 66,634 |
| PG&E Corp69331C108 · PCG | COM | $859 | 70,152 |
| Phibro Animal Health Corp71742Q106 · PAHC | COM | $756 | 21,165 |
| Philip Morris International In718172109 · PM | COM | $5,915 | 31,000 |
| Phillips 66718546104 · PSX | COM | $84 | 330 |
| Phillips Edison & Co Inc71844V201 · PECO | COM | $3,300 | 88,374 |
| Phinia Inc71880K101 · PHIN | COM | $57 | 953 |
| Phoenix Education Partners Inc718968100 · PXED | COM | $7 | 272 |
| Photronics Inc719405102 · PLAB | COM | $20 | 656 |
| Piedmont Realty Trust Inc720190206 · PDM | COM | $1,326 | 149,033 |
| Pinnacle Financial Partners In72348N109 · PNFP | COM | $2,030 | 21,689 |
| Pinterest Inc72352L106 · PINS | COM | $557 | 29,483 |
| Piper Sandler Cos724078209 · PIPR | COM | $1,556 | 23,584 |
| Pitney Bowes Inc724479100 · PBI | COM | $674 | 41,316 |
| Playtika Holding Corp72815L107 · PLTK | COM | $80 | 37,339 |
| Plexus Corp729132100 · PLXS | COM | $31 | 118 |
| Plug Power Inc72919P202 · PLUG | COM | $15 | 7,641 |
| Polaris Inc731068102 · PII | COM | $14 | 268 |
| Popular Inc733174700 · BPOP | COM | $1,893 | 12,178 |
| Porch Group Inc733245104 · PRCH | COM | $4,868 | 292,177 |
| Portillo's Inc73642K106 · PTLO | COM | $10 | 2,887 |
| Portland General Electric Co736508847 · POR | COM | $30 | 662 |
| Postal Realty Trust Inc73757R102 · PSTL | COM | $8 | 331 |
| Power Integrations Inc739276103 · POWI | COM | $2,289 | 44,190 |
| Power Solutions International73933G202 · PSIX | COM | $3 | 68 |
| PRA Group Inc69354N106 · PRAA | COM | $25 | 1,258 |
| Praxis Precision Medicines Inc74006W207 · PRAX | COM | $6 | 20 |
| Preferred Bank/Los Angeles CA740367404 | COM | $18 | 170 |
| Preformed Line Products Co740444104 · PLPC | COM | $20 | 50 |
| Prestige Consumer Healthcare I74112D101 · PBH | COM | $12 | 258 |
| PriceSmart Inc741511109 · PSMT | COM | $4,547 | 26,885 |
| PrimeEnergy Resources Corp74158E104 · PNRG | COM | $1 | 7 |
| Primerica Inc74164M108 · PRI | COM | $721 | 2,648 |
| Principal Financial Group Inc74251V102 · PFG | COM | $570 | 5,087 |
| Priority Technology Holdings I74275G107 · PRTH | COM | $21 | 2,755 |
| Privia Health Group Inc74276R102 · PRVA | COM | $733 | 37,211 |
| Procter & Gamble Co/The742718109 · PG | COM | $6,729 | 46,318 |
| PROG Holdings Inc74319R101 · PRG | COM | $373 | 12,057 |
| Progress Software Corp743312100 · PRGS | COM | $432 | 10,798 |
| Progressive Corp/The743315103 · PGR | COM | $2,006 | 9,678 |
| Progyny Inc74340E103 · PGNY | COM | $10 | 402 |
| Prologis Inc74340W103 · PLD | COM | $3,757 | 28,934 |
| Protagonist Therapeutics Inc74366E102 · PTGX | COM | $62 | 438 |
| Prothena Corp PLCG72800108 · PRTA | COM | $5 | 555 |
| Proto Labs Inc743713109 · PRLB | COM | $61 | 643 |
| Prudential Financial Inc744320102 · PRU | COM | $690 | 6,079 |
| PulteGroup Inc745867101 · PHM | COM | $427 | 3,682 |
| Puma Biotechnology Inc74587V107 · PBYI | COM | $21 | 2,154 |
| Pure Cycle Corp746228303 · PCYO | COM | $3 | 253 |
| Pursuit Attractions and Hospit92552R406 · PRSU | COM | $25 | 496 |
| QCR Holdings Inc74727A104 · QCRH | COM | $14 | 146 |
| Quad/Graphics Inc747301109 · QUAD | COM | $6 | 666 |
| Quaker Chemical Corp747316107 · KWR | COM | $41 | 258 |
| QUALCOMM Inc747525103 · QCOM | COM | $79 | 430 |
| Qualys Inc74758T303 · QLYS | COM | $90 | 482 |
| Quanex Building Products Corp747619104 · NX | COM | $5 | 252 |
| Quanta Services Inc74762E102 · PWR | COM | $1,460 | 2,273 |
| Quest Diagnostics Inc74834L100 · DGX | COM | $769 | 3,301 |
| Radian Group Inc750236101 · RDN | COM | $1,530 | 49,979 |
| RadNet Inc750491102 · RDNT | COM | $6,952 | 100,843 |
| Ralliant Corp750940108 · RAL | COM | $38 | 544 |
| Ramaco Resources Inc75134P600 · METC | COM | $1 | 119 |
| Rambus Inc750917106 · RMBS | COM | $6 | 57 |
| Range Resources Corp75281A109 · RRC | COM | $704 | 19,000 |
| Ranger Energy Services Inc75282U104 · RNGR | COM | $10 | 664 |
| RBB Bancorp74930B105 · RBB | COM | $9 | 340 |
| RCI Hospitality Holdings Inc74934Q108 · RICK | COM | $4 | 149 |
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 |