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 |
|---|---|---|---|
| Cognizant Technology Solutions192446102 · CTSH | COM | $52 | 905 |
| Cohen & Steers Inc19247A100 · CNS | COM | $3,028 | 41,411 |
| Coherent Corp19247G107 · COHR | COM | $6 | 20 |
| Cohu Inc192576106 · COHU | COM | $6 | 94 |
| Colgate-Palmolive Co194162103 · CL | COM | $1,341 | 15,718 |
| Collegium Pharmaceutical Inc19459J104 · COLL | COM | $829 | 37,991 |
| Colony Bankcorp Inc19623P101 · CBAN | COM | $9 | 433 |
| Comfort Systems USA Inc199908104 · FIX | COM | $162 | 98 |
| Commercial Metals Co201723103 · CMC | COM | $31 | 506 |
| Community Health Systems Inc203668108 · CYH | COM | $55 | 19,210 |
| Community West Bancshares203937107 · CWBC | COM | $9 | 343 |
| Commvault Systems Inc204166102 · CVLT | COM | $12 | 79 |
| Compugen LtdM25722105 · CGEN | COM | $10 | 4,318 |
| CompX International Inc20563P101 · CIX | COM | $6 | 162 |
| Comstock Resources Inc205768302 · CRK | COM | $12 | 978 |
| Conagra Brands Inc205887102 · CAG | COM | $359 | 26,675 |
| Concentra Group Holdings Paren20603L102 · CON | COM | $27 | 772 |
| Concentrix Corp20602D101 · CNXC | COM | $266 | 10,658 |
| Concrete Pumping Holdings Inc206704108 · BBCP | COM | $13 | 1,387 |
| CONMED Corp207410101 · CNMD | COM | $1,227 | 26,532 |
| ConnectOne Bancorp Inc20786W107 · CNOB | COM | $15 | 509 |
| ConocoPhillips20825C104 · COP | COM | $236 | 1,885 |
| Consensus Cloud Solutions Inc20848V105 · CCSI | COM | $27 | 783 |
| Consolidated Edison Inc209115104 · ED | COM | $1,300 | 12,718 |
| Constellation Energy Corp21037T109 · CEG | COM | $2,904 | 11,431 |
| Constellium SEF21107101 · CSTM | COM | $55 | 2,269 |
| Consumer Portfolio Services In210502100 · CPSS | COM | $12 | 1,333 |
| Copa Holdings SAP31076105 | COM | $1,502 | 11,391 |
| COPT Defense Properties22002T108 · CDP | COM | $24 | 704 |
| Corcept Therapeutics Inc218352102 · CORT | COM | $22 | 188 |
| Core Laboratories Inc21867A105 · CLB | COM | $5 | 543 |
| Core Natural Resources Inc218937100 · CNR | COM | $19 | 222 |
| Core Scientific Inc21874A106 · CORZ | COM | $188 | 11,757 |
| CoreCivic Inc21871N101 · CXW | COM | $5 | 151 |
| CoreWeave Inc21873S108 · CRWV | COM | $242 | 2,783 |
| CorMedix Inc21900C308 · CRMD | COM | $15 | 1,919 |
| Corning Inc219350105 · GLW | COM | $814 | 5,295 |
| Corsair Gaming Inc22041X102 · CRSR | COM | $20 | 1,481 |
| Corteva Inc22052L104 · CTVA | COM | $871 | 11,221 |
| Costamare IncY1771G102 · CMRE | COM | $31 | 2,105 |
| Costco Wholesale Corp22160K105 · COST | COM | $7,236 | 7,949 |
| Coursera Inc22266M104 · COUR | COM | $343 | 69,189 |
| Covenant Logistics Group Inc22284P105 · CVLG | COM | $13 | 398 |
| Covista Inc00737L103 · CVSA | COM | $5 | 44 |
| CPI Card Group Inc12634H200 · PMTS | COM | $9 | 368 |
| CRA International Inc12618T105 · CRAI | COM | $7 | 40 |
| Cracker Barrel Old Country Sto22410J106 · CBRL | COM | $8 | 149 |
| Credo Technology Group HoldingG25457105 · CRDO | COM | $1,079 | 5,538 |
| Crescent Energy Co44952J104 · CRGY | COM | $521 | 40,386 |
| Cricut Inc22658D100 · CRCT | COM | $8 | 1,316 |
| CRISPR Therapeutics AGH17182108 · CRSP | COM | $6 | 117 |
| Crown Holdings Inc228368106 · CCK | COM | $95 | 903 |
| CryoPort Inc229050307 · CYRX | COM | $1,007 | 57,858 |
| CSW Industrials Inc126402106 · CSW | COM | $2,060 | 7,152 |
| CSX Corp126408103 · CSX | COM | $1,375 | 29,565 |
| CTO Realty Growth Inc22948Q101 · CTO | COM | $7 | 339 |
| CTS Corp126501105 · CTS | COM | $5 | 89 |
| Cummins Inc231021106 · CMI | COM | $1,164 | 2,254 |
| Curbline Properties Corp23128Q101 · CURB | COM | $11 | 404 |
| Cushman & Wakefield LtdG2717C106 · CWK | COM | $16 | 1,368 |
| Custom Truck One Source Inc23204X103 · CTOS | COM | $18 | 1,990 |
| CVR Energy Inc12662P108 · CVI | COM | $61 | 1,205 |
| Daily Journal Corp233912104 · DJCO | COM | $12 | 19 |
| Daktronics Inc234264109 · DAKT | COM | $239 | 13,721 |
| Dana Inc235825205 · DAN | COM | $5 | 179 |
| Datadog Inc23804L103 · DDOG | COM | $51 | 187 |
| Dauch Corp024061103 · DCH | COM | $17 | 3,277 |
| Dave & Buster's Entertainment238337109 · PLAY | COM | $7 | 1,104 |
| Dave Inc23834J201 · DAVE | COM | $3,803 | 11,829 |
| Deckers Outdoor Corp243537107 · DECK | COM | $43 | 547 |
| Deere & Co244199105 · DE | COM | $2,474 | 3,684 |
| Dell Technologies Inc24703L202 · DELL | COM | $110 | 204 |
| Delta Air Lines Inc247361702 · DAL | COM | $903 | 10,825 |
| Descartes Systems Group Inc/Th249906108 · DSGX | COM | $3,586 | 44,350 |
| Designer Brands Inc250565108 · DBI | COM | $3 | 571 |
| Dexcom Inc252131107 · DXCM | COM | $85 | 985 |
| DiamondRock Hospitality Co252784301 · DRH | COM | $39 | 3,162 |
| Dianthus Therapeutics Inc252828108 · DNTH | COM | $5 | 57 |
| Dick's Sporting Goods Inc253393102 · DKS | COM | $515 | 3,838 |
| Diebold Nixdorf Inc253651202 · DBD | COM | $57 | 924 |
| Digi International Inc253798102 · DGII | COM | $12 | 151 |
| Digital Realty Trust Inc253868103 · DLR | COM | $1,826 | 10,404 |
| Digital Turbine Inc25400W102 · APPS | COM | $4,440 | 399,999 |
| Dime Commercial Bancshares Inc25432X102 · DCOM | COM | $14 | 344 |
| Dine Brands Global Inc254423106 · DIN | COM | $17 | 597 |
| Diodes Inc254543101 · DIOD | COM | $19 | 197 |
| Dlocal Ltd/UruguayG29018101 · DLO | COM | $10 | 723 |
| Docusign Inc256163106 · DOCU | COM | $15 | 216 |
| Dolby Laboratories Inc25659T107 · DLB | COM | $2,758 | 46,927 |
| Dollar General Corp256677105 · DG | COM | $474 | 3,966 |
| Donnelley Financial Solutions25787G100 · DFIN | COM | $2,053 | 43,498 |
| Dorman Products Inc258278100 · DORM | COM | $5,632 | 45,938 |
| DoubleVerify Holdings Inc25862V105 · DV | COM | $454 | 33,684 |
| Douglas Dynamics Inc25960R105 · PLOW | COM | $3,366 | 85,759 |
| Douglas Emmett Inc25960P109 · DEI | COM | $19 | 1,938 |
| DR Horton Inc23331A109 · DHI | COM | $665 | 4,869 |
| DraftKings Inc26142V105 · DKNG | COM | $224 | 11,773 |
| Dream Finders Homes Inc26154D100 · DFH | COM | $35 | 3,269 |
| Dropbox Inc26210C104 · DBX | COM | $27 | 793 |
| Duke Energy Corp26441C204 · DUK | COM | $115 | 1,011 |
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 |