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 |
|---|---|---|---|
| DuPont de Nemours Inc26614N201 · DD | COM | $596 | 4,585 |
| Dutch Bros Inc26701L100 · BROS | COM | $1,517 | 39,353 |
| DXC Technology Co23355L106 · DXC | COM | $5 | 464 |
| DXP Enterprises Inc/TX233377407 · DXPE | COM | $850 | 4,692 |
| Dynatrace Inc268150109 · DT | COM | $8 | 145 |
| Eagle Materials Inc26969P108 · EXP | COM | $1,039 | 6,075 |
| Easterly Government Properties27616P301 · DEA | COM | $7 | 281 |
| Eastern Bankshares Inc27627N105 · EBC | COM | $10 | 465 |
| Eastman Kodak Co277461406 · KODK | COM | $7 | 702 |
| Eaton Corp PLCG29183103 · ETN | COM | $2,714 | 6,317 |
| eBay Inc278642103 · EBAY | COM | $1,041 | 9,819 |
| Ecovyst Inc27923Q109 · ECVT | COM | $810 | 82,392 |
| Edgewell Personal Care Co28035Q102 · EPC | COM | $15 | 557 |
| Edison International281020107 · EIX | COM | $678 | 12,626 |
| Edwards Lifesciences Corp28176E108 · EW | COM | $653 | 7,565 |
| eGain Corp28225C806 · EGAN | COM | $3 | 511 |
| El Pollo Loco Holdings Inc268603107 · LOCO | COM | $6 | 397 |
| Elanco Animal Health Inc28414H103 · ELAN | COM | $1,498 | 66,907 |
| Eli Lilly & Co532457108 · LLY | COM | $11,935 | 10,315 |
| Ellington Financial Inc28852N109 · EFC | COM | $11 | 911 |
| Embecta Corp29082K105 · EMBC | COM | $36 | 6,428 |
| EMCOR Group Inc29084Q100 · EME | COM | $15 | 20 |
| Emerson Electric Co291011104 · EMR | COM | $2,967 | 19,130 |
| Empire State Realty Trust Inc292104106 · ESRT | COM | $9 | 2,310 |
| Enact Holdings Inc29249E109 · ACT | COM | $70 | 1,613 |
| Encompass Health Corp29261A100 · EHC | COM | $2,058 | 16,937 |
| Encore Capital Group Inc292554102 · ECPG | COM | $652 | 6,901 |
| Energizer Holdings Inc29272W109 · ENR | COM | $726 | 33,940 |
| Energy Recovery Inc29270J100 · ERII | COM | $7 | 999 |
| EnerSys29275Y102 · ENS | COM | $72 | 394 |
| Ennis Inc293389102 · EBF | COM | $110 | 4,892 |
| Enova International Inc29357K103 · ENVA | COM | $3,603 | 21,562 |
| Enovix Corp293594107 · ENVX | COM | $11 | 3,877 |
| Enphase Energy Inc29355A107 · ENPH | COM | $813 | 24,643 |
| Enpro Inc29355X107 · NPO | COM | $36 | 116 |
| Ensign Group Inc/The29358P101 · ENSG | COM | $978 | 5,686 |
| Entergy Corp29364G103 · ETR | COM | $59 | 592 |
| Enterprise Products Partners L293792107 · EPD | COM | $13 | 379 |
| Entrada Therapeutics Inc29384C108 · TRDA | COM | $122 | 19,144 |
| Entravision Communications Cor29382R107 · EVC | COM | $5 | 675 |
| Envista Holdings Corp29415F104 · NVST | COM | $5 | 211 |
| EOG Resources Inc26875P101 · EOG | COM | $14 | 104 |
| Eos Energy Enterprises Inc29415C101 · EOSE | COM | $5 | 1,531 |
| ePlus Inc294268107 · PLUS | COM | $32 | 356 |
| Equifax Inc294429105 · EFX | COM | $287 | 2,088 |
| Equinor ASA29446M102 | COM | $146 | 3,498 |
| EquipmentShare.com Inc29445S100 · EQPT | COM | $5 | 273 |
| Esab Corp29605J106 · ESAB | COM | $515 | 7,819 |
| Escalade Inc296056104 · ESCA | COM | $4 | 188 |
| ESCO Technologies Inc296315104 · ESE | COM | $1,780 | 6,714 |
| Essent Group LtdG3198U102 · ESNT | COM | $122 | 2,113 |
| Essential Properties Realty Tr29670E107 · EPRT | COM | $19 | 748 |
| Eton Pharmaceuticals Inc29772L108 · ETON | COM | $5 | 94 |
| Etsy Inc29786A106 · ETSY | COM | $11 | 148 |
| Euronet Worldwide Inc298736109 · EEFT | COM | $4,045 | 64,333 |
| EverCommerce Inc29977X105 · EVCM | COM | $53 | 6,086 |
| Everforth Inc00191U102 · EFOR | COM | $516 | 15,694 |
| Everpure Inc74624M102 · P | COM | $52 | 397 |
| EverQuote Inc30041R108 · EVER | COM | $10 | 517 |
| EVERTEC Inc30040P103 · EVTC | COM | $11 | 391 |
| Evolent Health Inc30050B101 · EVH | COM | $91 | 26,078 |
| Evolution Petroleum Corp30049A107 · EPM | COM | $3 | 932 |
| Excelerate Energy Inc30069T101 · EE | COM | $841 | 26,188 |
| Exelixis Inc30161Q104 · EXEL | COM | $105 | 1,799 |
| ExlService Holdings Inc302081104 · EXLS | COM | $5 | 140 |
| Expedia Group Inc30212P303 · EXPE | COM | $840 | 3,188 |
| Expeditors International of Wa302130109 · EXPD | COM | $14 | 77 |
| Exponent Inc30214U102 · EXPO | COM | $3,103 | 47,425 |
| Extreme Networks Inc30226D106 · EXTR | COM | $910 | 42,423 |
| F5 Inc315616102 · FFIV | COM | $126 | 282 |
| F&G Annuities & Life Inc30190A104 · FG | COM | $300 | 13,826 |
| FabrinetG3323L100 · FN | COM | $11 | 25 |
| FactSet Research Systems Inc303075105 · FDS | COM | $2,356 | 8,728 |
| Farmer Mac313148306 · AGM | COM | $50 | 242 |
| Farmland Partners Inc31154R109 · FPI | COM | $3 | 232 |
| Fastly Inc31188V100 · FSLY | COM | $5 | 201 |
| Federated Hermes Inc314211103 · FHI | COM | $34 | 610 |
| Fervo Energy Co31556C106 · FRVO | COM | $64 | 4,699 |
| Figs Inc30260D103 · FIGS | COM | $7 | 471 |
| Firefly Aerospace Inc31816X106 · FLY | COM | $10 | 434 |
| First Advantage Corp31846B108 · FA | COM | $359 | 20,145 |
| First American Financial Corp31847R102 · FAF | COM | $2,859 | 47,064 |
| First BanCorp/Puerto Rico318672706 · FBP | COM | $193 | 7,312 |
| First Bank/Hamilton NJ31931U102 | COM | $6 | 341 |
| First Busey Corp319383204 · BUSE | COM | $835 | 28,651 |
| First Business Financial Servi319390100 · FBIZ | COM | $181 | 2,632 |
| First Citizens BancShares Inc/31946M103 · FCNCA | COM | $4,547 | 2,207 |
| First Financial Bancorp320209109 · FFBC | COM | $1,128 | 36,016 |
| First Financial Bankshares Inc32020R109 · FFIN | COM | $23 | 716 |
| First Hawaiian Inc32051X108 · FHB | COM | $3,039 | 123,454 |
| First Interstate BancSystem In32055Y201 · FIBK | COM | $7,409 | 207,303 |
| First Merchants Corp320817109 · FRME | COM | $841 | 21,152 |
| First Watch Restaurant Group I33748L101 · FWRG | COM | $262 | 25,785 |
| First Western Financial Inc33751L105 · MYFW | COM | $5 | 167 |
| FirstCash Holdings Inc33768G107 · FCFS | COM | $891 | 4,219 |
| FirstService Corp33767E202 · FSV | COM | $767 | 6,001 |
| Five9 Inc338307101 · FIVN | COM | $6 | 170 |
| Flex LtdY2573F102 · FLEX | COM | $403 | 3,666 |
| Flexsteel Industries Inc339382103 · FLXS | COM | $26 | 305 |
| Floor & Decor Holdings Inc339750101 · FND | COM | $2,295 | 50,106 |
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 |