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 |
|---|---|---|---|
| Travel Leisure Co894164102 · TNL | COM | $2,562 | 41,404 |
| Travelers Cos Inc/The89417E109 · TRV | COM | $1,272 | 3,569 |
| Travere Therapeutics Inc89422G107 · TVTX | COM | $5 | 82 |
| Trex Co Inc89531P105 · TREX | COM | $35 | 804 |
| TriMas Corp896215209 · TRS | COM | $4,495 | 116,477 |
| Trimble Inc896239100 · TRMB | COM | $475 | 8,309 |
| TriNet Group Inc896288107 · TNET | COM | $21 | 342 |
| Trinity Industries Inc896522109 · TRN | COM | $24 | 946 |
| TripAdvisor Inc896945201 · TRIP | COM | $562 | 67,194 |
| Triumph Financial Inc89679E300 · TFIN | COM | $5 | 90 |
| Trivago NV89686D303 | COM | $740 | 139,807 |
| TrustCo Bank Corp NY898349204 · TRST | COM | $15 | 280 |
| TSMC874039100 · TSM | COM | $1,271 | 2,786 |
| TTM Technologies Inc87305R109 · TTMI | COM | $6 | 51 |
| Turning Point Brands Inc90041L105 · TPB | COM | $569 | 9,695 |
| Tutor Perini Corp901109108 · TPC | COM | $18 | 223 |
| Twilio Inc90138F102 · TWLO | COM | $7 | 23 |
| Twist Bioscience Corp90184D100 · TWST | COM | $5,783 | 29,925 |
| TXNM Energy Inc69349H107 · TXNM | COM | $22 | 378 |
| U-Haul Holding Co023586506 | COM | $4,829 | 91,376 |
| UFP Industries Inc90278Q108 · UFPI | COM | $677 | 8,772 |
| UFP Technologies Inc902673102 · UFPT | COM | $9 | 29 |
| Ultra Clean Holdings Inc90385V107 · UCTT | COM | $5 | 62 |
| Ultragenyx Pharmaceutical Inc90400D108 · RARE | COM | $1,285 | 85,514 |
| UMB Financial Corp902788108 · UMBF | COM | $69 | 534 |
| UniFirst Corp/MA904708104 · UNF | COM | $16 | 62 |
| Union Pacific Corp907818108 · UNP | COM | $33 | 122 |
| United Bankshares Inc/WV909907107 · UBSI | COM | $109 | 2,370 |
| United Community Banks Inc/GA90984P303 · UCB | COM | $30 | 888 |
| United Parks & Resorts Inc81282V100 · PRKS | COM | $28 | 872 |
| United Rentals Inc911363109 · URI | COM | $952 | 951 |
| United Therapeutics Corp91307C102 · UTHR | COM | $125 | 231 |
| Uniti Group Inc912932100 · UNIT | COM | $69 | 8,179 |
| Unity Bancorp Inc913290102 · UNTY | COM | $9 | 166 |
| Universal Display Corp91347P105 · OLED | COM | $584 | 7,581 |
| Universal Health Realty Income91359E105 · UHT | COM | $6 | 150 |
| Universal Health Services Inc913903100 · UHS | COM | $2,195 | 12,594 |
| Universal Logistics Holdings I91388P105 · ULH | COM | $9 | 539 |
| Universal Technical Institute913915104 · UTI | COM | $1,631 | 87,381 |
| Univest Financial Corp915271100 · UVSP | COM | $22 | 535 |
| Upwork Inc91688F104 · UPWK | COM | $392 | 48,079 |
| Urban Edge Properties91704F104 · UE | COM | $15 | 792 |
| Urban Outfitters Inc917047102 · URBN | COM | $26 | 344 |
| US Physical Therapy Inc90337L108 · USPH | COM | $1,103 | 12,866 |
| USA TODAY Co Inc36472T109 · TDAY | COM | $6 | 970 |
| USANA Health Sciences Inc90328M107 · USNA | COM | $5 | 367 |
| Utah Medical Products Inc917488108 · UTMD | COM | $24 | 328 |
| Utz Brands Inc918090101 · UTZ | COM | $7 | 493 |
| UWM Holdings Corp91823B109 · UWMC | COM | $138 | 116,996 |
| V2X Inc92242T101 · VVX | COM | $2,422 | 34,224 |
| VAALCO Energy Inc91851C201 · EGY | COM | $13 | 2,261 |
| Valaris LtdG9460G101 · VAL | COM | $36 | 456 |
| Valero Energy Corp91913Y100 · VLO | COM | $2,960 | 7,636 |
| Valhi Inc918905209 · VHI | COM | $9 | 611 |
| Valley National Bancorp919794107 · VLY | COM | $46 | 3,653 |
| Valmont Industries Inc920253101 · VMI | COM | $933 | 2,016 |
| Value Line Inc920437100 · VALU | COM | $6 | 154 |
| Vanda Pharmaceuticals Inc921659108 · VNDA | COM | $255 | 52,036 |
| Vanguard Emerging Markets Gove921946885 | COM | $156 | 2,465 |
| Vanguard FTSE Europe ETF922042874 | COM | $7,100 | 81,795 |
| Vanguard Intermediate-Term Tre92206C706 | COM | $431 | 7,603 |
| Vanguard Long-Term Treasury ET92206C847 | COM | $205 | 4,082 |
| Vanguard Short-Term Treasury E92206C102 | COM | $2 | 28 |
| Varex Imaging Corp92214X106 · VREX | COM | $5 | 283 |
| Veeco Instruments Inc922417100 · VECO | COM | $1 | 25 |
| Velocity Financial Inc92262D101 · VEL | COM | $15 | 1,027 |
| Veracyte Inc92337F107 · VCYT | COM | $3,499 | 76,008 |
| Veralto Corp92338C103 · VLTO | COM | $832 | 8,819 |
| Vericel Corp92346J108 · VCEL | COM | $2,668 | 66,455 |
| Verizon Communications Inc92343V104 · VZ | COM | $4,964 | 108,212 |
| Verra Mobility Corp92511U102 · VRRM | COM | $17 | 5,492 |
| Versant Media Group Inc925283103 · VSNT | COM | $5 | 150 |
| Versigent PLCG9600F104 · VGNT | COM | $382 | 8,495 |
| Vertex Inc92538J106 · VERX | COM | $227 | 19,309 |
| Vertiv Holdings Co92537N108 · VRT | COM | $595 | 2,464 |
| Vestis Corp29430C102 · VSTS | COM | $13 | 953 |
| Viant Technology Inc92557A101 · DSP | COM | $1,361 | 110,588 |
| Viasat Inc92552V100 · VSAT | COM | $14 | 204 |
| Vicor Corp925815102 · VICR | COM | $346 | 1,196 |
| Victoria's Secret & Co926400102 · VSXY | COM | $25 | 277 |
| Victory Capital Holdings Inc92645B103 · VCTR | COM | $191 | 1,729 |
| Viking Holdings LtdG93A5A101 · VIK | COM | $13 | 160 |
| Viking Therapeutics Inc92686J106 · VKTX | COM | $230 | 7,054 |
| Village Super Market Inc927107409 · VLGEA | COM | $9 | 200 |
| Vir Biotechnology Inc92764N102 · VIR | COM | $5 | 458 |
| Virginia National Bankshares C928031103 · VABK | COM | $6 | 130 |
| Virtu Financial Inc928254101 · VIRT | COM | $1,592 | 28,854 |
| Virtus Investment Partners Inc92828Q109 · VRTS | COM | $19 | 141 |
| Visa Inc92826C839 · V | COM | $74 | 207 |
| Vishay Intertechnology Inc928298108 · VSH | COM | $989 | 30,398 |
| Vishay Precision Group Inc92835K103 · VPG | COM | $1 | 14 |
| Vistance Networks Inc20337X109 · VISN | COM | $5 | 808 |
| Vistra Corp92840M102 · VST | COM | $88 | 638 |
| Vita Coco Co Inc/The92846Q107 · COCO | COM | $1,744 | 30,466 |
| Vital Farms Inc92847W103 · VITL | COM | $12 | 1,335 |
| Vitesse Energy Inc92852X103 · VTS | COM | $2,130 | 127,543 |
| Vivmark Residential29476L107 · VMRK | COM | $679 | 11,177 |
| Vontier Corp928881101 · VNT | COM | $323 | 10,290 |
| Voyager Technologies Inc92892B103 · VOYG | COM | $5 | 155 |
| VSE Corp918284100 · VSEC | COM | $1 | 7 |
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 |