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 |
|---|---|---|---|
| RCM Technologies Inc749360400 · RCMT | COM | $22 | 538 |
| Recursion Pharmaceuticals Inc75629V104 · RXRX | COM | $12 | 2,915 |
| Red River Bancshares Inc75686R202 · RRBI | COM | $7 | 71 |
| Red Rock Resorts Inc75700L108 · RRR | COM | $28 | 572 |
| Red Violet Inc75704L104 | COM | $11 | 137 |
| Reddit Inc75734B100 · RDDT | COM | $808 | 5,674 |
| Redwire Corp75776W103 · RDW | COM | $13 | 1,238 |
| Regeneron Pharmaceuticals Inc75886F107 · REGN | COM | $892 | 1,176 |
| REGENXBIO Inc75901B107 · RGNX | COM | $301 | 40,035 |
| Reliance Inc759509102 · RS | COM | $32 | 84 |
| Remitly Global Inc75960P104 · RELY | COM | $1,253 | 58,705 |
| Resideo Technologies Inc76118Y104 · REZI | COM | $1,490 | 82,075 |
| ResMed Inc761152107 · RMD | COM | $398 | 1,802 |
| Revolution Medicines Inc76155X100 · RVMD | COM | $6 | 28 |
| Revolve Group Inc76156B107 · RVLV | COM | $11 | 532 |
| REX American Resources Corp761624105 · REX | COM | $13 | 292 |
| Rhythm Pharmaceuticals Inc76243J105 · RYTM | COM | $6 | 66 |
| Rigel Pharmaceuticals Inc766559702 · RIGL | COM | $5 | 99 |
| Riley Exploration Permian Inc76665T102 · REPX | COM | $15 | 366 |
| Rimini Street Inc76674Q107 · RMNI | COM | $6 | 1,332 |
| RingCentral Inc76680R206 · RNG | COM | $1,274 | 17,052 |
| Riot Platforms Inc767292105 · RIOT | COM | $805 | 39,941 |
| Rivian Automotive Inc76954A103 · RIVN | COM | $7 | 478 |
| RLJ Lodging Trust74965L101 · RLJ | COM | $31 | 2,848 |
| RMR Group Inc/The74967R106 · RMR | COM | $211 | 11,695 |
| Robert Half Inc770323103 · RHI | COM | $2,073 | 56,408 |
| ROBLOX Corp771049103 · RBLX | COM | $21 | 505 |
| Rocket Lab Corp773121108 · RKLB | COM | $22 | 321 |
| Rocky Brands Inc774515100 · RCKY | COM | $13 | 288 |
| Rogers Corp775133101 · ROG | COM | $3 | 18 |
| Roku Inc77543R102 · ROKU | COM | $5 | 32 |
| Ross Stores Inc778296103 · ROST | COM | $45 | 192 |
| Roundhill Magnificent Seven ET53656G498 | COM | $201 | 2,799 |
| Royal Caribbean Cruises LtdV7780T103 · RCL | COM | $1,325 | 4,983 |
| Royal Gold Inc780287108 · RGLD | COM | $888 | 3,764 |
| Royalty Pharma PLCG7709Q104 · RPRX | COM | $46 | 781 |
| RPC Inc749660106 · RES | COM | $17 | 2,997 |
| RTX Corp75513E101 · RTX | COM | $13 | 70 |
| Rush Enterprises Inc781846209 · RUSHA | COM | $1,760 | 38,422 |
| Ryan Specialty Holdings Inc78351F107 · RYAN | COM | $79 | 2,146 |
| Ryerson Holding Corp783754104 · RYZ | COM | $585 | 24,842 |
| Ryman Hospitality Properties I78377T107 · RHP | COM | $2,935 | 24,556 |
| S&P Global Inc78409V104 · SPGI | COM | $2,536 | 6,430 |
| Sabra Health Care REIT Inc78573L106 · SBRA | COM | $30 | 1,496 |
| Sabre Corp78573M104 · SABR | COM | $196 | 92,382 |
| Salesforce Inc79466L302 · CRM | COM | $8,689 | 37,851 |
| Sally Beauty Holdings Inc79546E104 · SBH | COM | $26 | 1,605 |
| Sarepta Therapeutics Inc803607100 · SRPT | COM | $1,443 | 79,210 |
| Saul Centers Inc804395101 · BFS | COM | $8 | 275 |
| Savers Value Village Inc80517M109 · SVV | COM | $8 | 823 |
| ScanSource Inc806037107 · SCSC | COM | $608 | 10,346 |
| Scholastic Corp807066105 · SCHL | COM | $5 | 142 |
| Schrodinger Inc/United States80810D103 · SDGR | COM | $448 | 14,437 |
| Science Applications Internati808625107 · SAIC | COM | $14 | 110 |
| Scorpio Tankers IncY7542C130 | COM | $98 | 1,174 |
| Seadrill LtdG7997W102 · SDRL | COM | $18 | 408 |
| SEI Investments Co784117103 · SEIC | COM | $144 | 1,405 |
| Select Water Solutions Inc81617J301 · WTTR | COM | $3,479 | 175,783 |
| Selective Insurance Group Inc816300107 · SIGI | COM | $28 | 337 |
| Sempra816851109 · SRE | COM | $1,757 | 22,535 |
| Semtech Corp816850101 · SMTC | COM | $5 | 27 |
| Sensient Technologies Corp81725T100 · SXT | COM | $3,021 | 23,107 |
| Seritage Growth Properties81752R100 · SRG | COM | $136 | 83,798 |
| Service Properties Trust81761L201 · SVC | COM | $9 | 1,443 |
| ServiceNow Inc81762P102 · NOW | COM | $5,227 | 39,006 |
| ServisFirst Bancshares Inc81768T108 · SFBS | COM | $828 | 20,711 |
| Sezzle Inc78435P105 · SEZL | COM | $17 | 161 |
| SharkNinja IncG8068L108 · SN | COM | $4,475 | 24,844 |
| SharonAI Holdings Inc778920306 · SHAZ | COM | $406 | 7,433 |
| Shell PLC780259305 · SHEL | COM | $405 | 4,258 |
| Shoals Technologies Group Inc82489W107 · SHLS | COM | $1 | 135 |
| Shoe Station Group Inc824889109 · SHOE | COM | $4 | 333 |
| Shutterstock Inc825690100 · SSTK | COM | $7 | 1,591 |
| SI-BONE Inc825704109 · SIBN | COM | $3,780 | 201,070 |
| SIGA Technologies Inc826917106 · SIGA | COM | $9 | 2,710 |
| Signet Jewelers LtdG81276100 · SIG | COM | $89 | 865 |
| Silicom LtdM84116108 · SILC | COM | $610 | 11,657 |
| Silicon Laboratories Inc826919102 · SLAB | COM | $11 | 48 |
| Silicon Motion Technology Corp82706C108 · SIMO | COM | $11,882 | 42,436 |
| Silvercrest Asset Management G828359109 · SAMG | COM | $5 | 435 |
| Simply Good Foods Co/The82900L102 · SMPL | COM | $7 | 718 |
| Simpson Manufacturing Co Inc829073105 · SSD | COM | $1,477 | 8,642 |
| Simulations Plus Inc829214105 | COM | $82 | 4,448 |
| Sinclair Inc829242106 · SBGI | COM | $11 | 901 |
| Sirius XM Holdings Inc829933100 · SIRI | COM | $5 | 187 |
| SiriusPoint LtdG8192H106 · SPNT | COM | $4,776 | 196,929 |
| SITE Centers Corp82981J851 · SITC | COM | $12 | 3,459 |
| Skyward Specialty Insurance Gr830940102 · SKWD | COM | $4,385 | 83,052 |
| SkyWest Inc830879102 · SKYW | COM | $26 | 265 |
| SL Green Realty Corp78440X887 · SLG | COM | $31 | 637 |
| SLB Ltd806857108 · SLB | COM | $1,188 | 24,376 |
| Slide Insurance Holdings Inc831349105 · SLDE | COM | $107 | 4,803 |
| SLM Corp78442P106 · SLM | COM | $3,547 | 156,717 |
| SM Energy Co78454L100 · SM | COM | $53 | 1,566 |
| SmartFinancial Inc83190L208 · SMBK | COM | $12 | 244 |
| Smith & Wesson Brands Inc831754106 · SWBI | COM | $6 | 399 |
| Snap Inc83304A106 · SNAP | COM | $5 | 921 |
| Snap-on Inc833034101 · SNA | COM | $122 | 336 |
| Snowflake Inc833445109 · SNOW | COM | $74 | 218 |
| SoFi Technologies Inc83406F102 · SOFI | COM | $352 | 22,379 |
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 |