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 |
|---|---|---|---|
| Bristow Group Inc11040G103 · VTOL | COM | $11 | 278 |
| Broadcom Inc11135F101 · AVGO | COM | $1,563 | 4,452 |
| Broadstone Net Lease Inc11135E203 · BNL | COM | $22 | 1,188 |
| Brown & Brown Inc115236101 · BRO | COM | $299 | 4,906 |
| BRT Apartments Corp055645303 · BRT | COM | $6 | 422 |
| Brunswick Corp/DE117043109 · BC | COM | $682 | 10,617 |
| Build-A-Bear Workshop Inc120076104 · BBW | COM | $10 | 411 |
| Builders FirstSource Inc12008R107 · BLDR | COM | $120 | 2,100 |
| Burke & Herbert Financial Serv12135Y108 · BHRB | COM | $6 | 85 |
| Butterfly Network Inc124155102 · BFLY | COM | $10 | 1,156 |
| BWX Technologies Inc05605H100 · BWXT | COM | $1,006 | 7,342 |
| Byline Bancorp Inc124411109 · BY | COM | $24 | 662 |
| Cable One Inc12685J105 · CABO | COM | $5 | 467 |
| Cabot Corp127055101 · CBT | COM | $41 | 535 |
| Cadence Design Systems Inc127387108 · CDNS | COM | $3,051 | 9,240 |
| Cadre Holdings Inc12763L105 · CDRE | COM | $1,734 | 69,112 |
| Caesars Entertainment Inc12769G100 · CZR | COM | $5 | 167 |
| Cal-Maine Foods Inc128030202 · CALM | COM | $47 | 685 |
| Caledonia Mining Corp PLCG1757E113 · CMCL | COM | $21 | 903 |
| Caleres Inc129500104 · CAL | COM | $6 | 467 |
| California BanCorp84252A106 · BCAL | COM | $6 | 284 |
| California Resources Corp13057Q305 · CRC | COM | $2,243 | 44,161 |
| California Water Service Group130788102 · CWT | COM | $16 | 348 |
| Calix Inc13100M509 · CALX | COM | $482 | 14,036 |
| Callaway Golf Co131193104 · CALY | COM | $2,553 | 181,198 |
| Camden National Corp133034108 · CAC | COM | $17 | 311 |
| Camping World Holdings Inc13462K109 · CWH | COM | $12 | 2,402 |
| Capital Bancorp Inc139737100 · CBNK | COM | $10 | 266 |
| Cardinal Health Inc14149Y108 · CAH | COM | $25 | 114 |
| CareDx Inc14167L103 · CDNA | COM | $51 | 778 |
| CareTrust REIT Inc14174T107 · CTRE | COM | $851 | 23,277 |
| Cargurus Inc141788109 · CARG | COM | $617 | 19,813 |
| Carlisle Cos Inc142339100 · CSL | COM | $822 | 2,551 |
| Carnival Corp Ltd143658300 | COM | $5 | 195 |
| Carpenter Technology Corp144285103 · CRS | COM | $1,090 | 2,804 |
| Carriage Services Inc143905107 · CSV | COM | $5 | 164 |
| Carrier Global Corp14448C104 · CARR | COM | $92 | 1,677 |
| Cars.com Inc14575E105 · CARS | COM | $16 | 1,589 |
| Carter Bankshares Inc146103106 · CARE | COM | $69 | 2,315 |
| Cass Information Systems Inc14808P109 · CASS | COM | $4 | 78 |
| Castle Biosciences Inc14843C105 · CSTL | COM | $926 | 26,072 |
| Caterpillar Inc149123101 · CAT | COM | $5,517 | 6,804 |
| Cathay General Bancorp149150104 · CATY | COM | $88 | 1,479 |
| Cavco Industries Inc149568107 · CVCO | COM | $3,715 | 6,630 |
| CBIZ Inc124805102 · CBZ | COM | $14 | 258 |
| Cboe Global Markets Inc12503M108 · CBOE | COM | $450 | 1,635 |
| CCC Intelligent Solutions Hold12510Q100 · CCC | COM | $4,657 | 699,210 |
| CDW Corp/DE12514G108 · CDW | COM | $362 | 2,824 |
| CECO Environmental Corp125141101 | COM | $732 | 10,517 |
| Celcuity Inc15102K100 · CELC | COM | $1,290 | 16,224 |
| Celestica Inc15101Q207 · CLS | COM | $139 | 384 |
| Cellebrite DI LtdM2197Q107 · CLBT | COM | $450 | 39,948 |
| Centene Corp15135B101 · CNC | COM | $5 | 83 |
| Centerspace15202L107 · CSR | COM | $705 | 12,968 |
| Central Garden & Pet Co153527106 · CENT | COM | $16 | 412 |
| Centrus Energy Corp15643U104 · LEU | COM | $1 | 8 |
| Centuri Holdings Inc155923105 · CTRI | COM | $2,504 | 124,930 |
| Century Aluminum Co156431108 · CENX | COM | $8 | 214 |
| Century Communities Inc156504300 · CCS | COM | $24 | 391 |
| Cerebras Systems Inc15675D103 · CBRS | COM | $361 | 2,034 |
| Certara Inc15687V109 · CERT | COM | $2,799 | 304,284 |
| Champion Homes Inc830830105 · SKY | COM | $23 | 264 |
| Charles Schwab Corp/The808513105 · SCHW | COM | $3,023 | 30,925 |
| Charter Communications Inc16119P108 · CHTR | COM | $5 | 43 |
| Chatham Lodging Trust16208T102 · CLDT | COM | $20 | 1,528 |
| Check Point Software TechnologM22465104 · CHKP | COM | $622 | 4,845 |
| Cheesecake Factory Inc/The163072101 · CAKE | COM | $91 | 864 |
| Chefs' Warehouse Inc/The163086101 · CHEF | COM | $19 | 173 |
| Chemed Corp16359R103 · CHE | COM | $1,014 | 2,007 |
| Chemours Co/The163851108 · CC | COM | $2,076 | 152,984 |
| Chesapeake Utilities Corp165303108 · CPK | COM | $1,344 | 10,464 |
| Chevron Corp166764100 · CVX | COM | $10,750 | 52,643 |
| Chewy Inc16679L109 · CHWY | COM | $2,127 | 116,893 |
| Chicago Atlantic Real Estate F167239102 · REFI | COM | $3 | 345 |
| Chime Financial Inc16935C109 · CHYM | COM | $3,407 | 127,884 |
| Chimera Investment Corp16934Q802 · CIM | COM | $10 | 1,091 |
| Chipotle Mexican Grill Inc169656105 · CMG | COM | $55 | 1,706 |
| Chiron Real Estate Inc37954A303 · XRN | COM | $6 | 186 |
| ChoiceOne Financial Services I170386106 · COFS | COM | $5 | 151 |
| Chord Energy Corp674215207 · CHRD | COM | $19 | 138 |
| Churchill Downs Inc171484108 · CHDN | COM | $647 | 8,552 |
| Ciena Corp171779309 · CIEN | COM | $1,480 | 4,208 |
| Cimpress PLCG2143T103 · CMPR | COM | $484 | 6,276 |
| Cincinnati Financial Corp172062101 · CINF | COM | $394 | 2,471 |
| Cinemark Holdings Inc17243V102 · CNK | COM | $46 | 1,226 |
| Cipher Digital Inc17253J106 · CIFR | COM | $484 | 30,616 |
| Cisco Systems Inc17275R102 · CSCO | COM | $14,930 | 138,717 |
| Citigroup Inc172967424 · C | COM | $78 | 605 |
| City Holding Co177835105 · CHCO | COM | $20 | 142 |
| Clear Secure Inc18467V109 | COM | $930 | 22,176 |
| Clearway Energy Inc18539C204 · CWEN | COM | $590 | 20,143 |
| Climb Global Solutions Inc946760105 · CLMB | COM | $10 | 304 |
| CME Group Inc12572Q105 · CME | COM | $1,460 | 5,573 |
| CNB Financial Corp/PA126128107 · CCNE | COM | $12 | 370 |
| CNO Financial Group Inc12621E103 · CNO | COM | $1,698 | 32,094 |
| CNX Resources Corp12653C108 · CNX | COM | $66 | 2,125 |
| Coastal Financial Corp/WA19046P209 · CCB | COM | $8 | 197 |
| Coca-Cola Co/The191216100 · KO | COM | $13 | 153 |
| Cogent Communications Holdings19239V302 · CCOI | COM | $15 | 1,960 |
| Cognex Corp192422103 · CGNX | COM | $806 | 13,290 |
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 |