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 |
|---|---|---|---|
| Flowco Holdings Inc342909108 · FLOC | COM | $6 | 311 |
| Fluor Corp343412102 · FLR | COM | $2,764 | 57,722 |
| Flywire Corp302492103 · FLYW | COM | $5 | 282 |
| Ford Motor Co345370860 · F | COM | $963 | 79,862 |
| Forestar Group Inc346232101 · FOR | COM | $11 | 441 |
| Forgent Power Solutions Inc34631F102 · FPS | COM | $39 | 1,029 |
| FormFactor Inc346375108 · FORM | COM | $2,602 | 17,424 |
| Fortinet Inc34959E109 · FTNT | COM | $14 | 80 |
| Fortive Corp34959J108 · FTV | COM | $25 | 465 |
| Fortune Brands Innovations Inc34964C106 · FBIN | COM | $812 | 21,342 |
| Four Corners Property Trust In35086T109 · FCPT | COM | $12 | 556 |
| Fox Corp35137L105 · FOXA | COM | $22 | 359 |
| Franklin BSP Realty Trust Inc35243J101 · FBRT | COM | $8 | 1,180 |
| Franklin FTSE Japan ETF35473P744 | COM | $14,972 | 361,653 |
| Freeport-McMoRan Inc35671D857 · FCX | COM | $3,613 | 51,612 |
| Freshpet Inc358039105 · FRPT | COM | $2,915 | 50,650 |
| Freshworks Inc358054104 · FRSH | COM | $5 | 391 |
| Frontdoor Inc35905A109 · FTDR | COM | $3,232 | 44,208 |
| Frontline PLCM46528101 · FRO | COM | $5 | 99 |
| FRP Holdings Inc30292L107 · FRPH | COM | $1 | 71 |
| FTAI Aviation LtdG3730V105 · FTAI | COM | $3,899 | 23,346 |
| Fulton Financial Corp360271100 · FULT | COM | $36 | 1,579 |
| FVCBankcorp Inc36120Q101 · FVCB | COM | $4 | 250 |
| Gap Inc/The364760108 · GAP | COM | $8 | 335 |
| Garmin LtdH2906T109 · GRMN | COM | $77 | 269 |
| Garrett Motion Inc366505105 · GTX | COM | $831 | 31,933 |
| Gartner Inc366651107 · IT | COM | $59 | 315 |
| GATX Corp361448103 · GATX | COM | $2,143 | 12,607 |
| GE HealthCare Technologies Inc36266G107 · GEHC | COM | $358 | 5,484 |
| GE Vernova Inc36828A101 · GEV | COM | $4,133 | 4,348 |
| Gen Digital Inc668771108 · GEN | COM | $22 | 1,008 |
| Gencor Industries Inc368678108 · GENC | COM | $25 | 1,491 |
| General Dynamics Corp369550108 · GD | COM | $79 | 238 |
| General Electric Co369604301 · GE | COM | $5,471 | 17,519 |
| General Mills Inc370334104 · GIS | COM | $341 | 10,608 |
| Genius Sports LtdG3934V109 · GENI | COM | $2,259 | 394,199 |
| Gentex Corp371901109 · GNTX | COM | $57 | 2,636 |
| Gentherm Inc37253A103 · THRM | COM | $467 | 14,010 |
| Genworth Financial Inc37247D106 · GNW | COM | $1,173 | 130,747 |
| GEO Group Inc/The36162J106 · GEO | COM | $1,509 | 49,535 |
| Getty Realty Corp374297109 · GTY | COM | $9 | 331 |
| GFL Environmental Inc36168Q104 | COM | $3,682 | 88,014 |
| Gibraltar Industries Inc374689107 · ROCK | COM | $11 | 268 |
| GigaCloud Technology IncG38644103 · GCT | COM | $15 | 286 |
| Gitlab Inc37637K108 · GTLB | COM | $4,415 | 93,435 |
| Gladstone Commercial Corp376536108 · GOOD | COM | $6 | 478 |
| Glaukos Corp377322102 · GKOS | COM | $2,265 | 13,793 |
| Global Indemnity Group LLC37959R103 · GBLI | COM | $565 | 23,360 |
| Global Industrial Co37892E102 · GIC | COM | $11 | 264 |
| Global Net Lease Inc379378201 · GNL | COM | $10 | 1,208 |
| Global Ship Lease IncY27183600 · GSL | COM | $4,313 | 97,720 |
| Global Water Resources Inc379463102 · GWRS | COM | $2 | 282 |
| Globant SAL44385109 · GLOB | COM | $393 | 11,336 |
| GoDaddy Inc380237107 · GDDY | COM | $32 | 337 |
| Gogo Inc38046C109 · GOGO | COM | $8 | 3,500 |
| Golar LNG LtdG9456A100 · GLNG | COM | $15 | 310 |
| GoodRx Holdings Inc38246G108 · GDRX | COM | $241 | 73,403 |
| Goodyear Tire & Rubber Co/The382550101 · GT | COM | $22 | 4,335 |
| Graco Inc384109104 · GGG | COM | $57 | 739 |
| Graham Holdings Co384637104 · GHC | COM | $36 | 32 |
| GRAIL Inc384747101 · GRAL | COM | $888 | 6,334 |
| Grand Canyon Education Inc38526M106 · LOPE | COM | $6,313 | 41,644 |
| Granite Construction Inc387328107 · GVA | COM | $1,758 | 15,163 |
| Granite Ridge Resources Inc387432107 · GRNT | COM | $7 | 1,625 |
| Graphic Packaging Holding Co388689101 · GPK | COM | $882 | 97,507 |
| Gray Media Inc389375106 · GTN | COM | $48 | 10,677 |
| Green Brick Partners Inc392709101 · GRBK | COM | $3,361 | 50,844 |
| Greenbrier Cos Inc/The393657101 · GBX | COM | $288 | 7,178 |
| Greene County Bancorp Inc394357107 · GCBC | COM | $8 | 233 |
| Greenlight Capital Re LtdG4095J109 · GLRE | COM | $14 | 933 |
| Greif Inc397624107 · GEF | COM | $27 | 341 |
| Grid Dynamics Holdings Inc39813G109 · GDYN | COM | $121 | 15,296 |
| Griffon Corp398433102 · GFF | COM | $38 | 405 |
| Group 1 Automotive Inc398905109 · GPI | COM | $35 | 147 |
| Guidewire Software Inc40171V100 · GWRE | COM | $550 | 3,856 |
| Gulfport Energy Corp402635502 · GPOR | COM | $23 | 151 |
| H2O America784305104 · HTO | COM | $17 | 281 |
| H&R Block Inc093671105 · HRB | COM | $39 | 951 |
| HA Sustainable Infrastructure41068X100 | COM | $551 | 15,393 |
| Hackett Group Inc/The404609109 · HCKT | COM | $698 | 69,412 |
| Haemonetics Corp405024100 · HAE | COM | $28 | 265 |
| Halozyme Therapeutics Inc40637H109 · HALO | COM | $3,486 | 31,578 |
| Hamilton Beach Brands Holding40701T104 · HBB | COM | $32 | 842 |
| Hamilton Insurance Group LtdG42706104 · HG | COM | $32 | 962 |
| Hamilton Lane Inc407497106 · HLNE | COM | $827 | 9,524 |
| Hancock Whitney Corp410120109 · HWC | COM | $1,989 | 27,613 |
| Happen Inc52603A208 · HAPN | COM | $14 | 966 |
| Harbor Commodity All Weather S41151J505 | COM | $310 | 8,791 |
| Harmonic Inc413160102 · HLIT | COM | $12 | 1,152 |
| Harmony Biosciences Holdings I413197104 · HRMY | COM | $90 | 2,294 |
| Hartford Insurance Group Inc/T416515104 · HIG | COM | $546 | 4,463 |
| Haverty Furniture Cos Inc419596101 · HVT | COM | $6 | 202 |
| Hawaiian Electric Industries I419870100 · HE | COM | $302 | 33,797 |
| Hayward Holdings Inc421298100 · HAYW | COM | $2,571 | 210,039 |
| HB Fuller Co359694106 · FUL | COM | $893 | 18,048 |
| HBT Financial Inc404111106 · HBT | COM | $14 | 395 |
| HCI Group Inc40416E103 · HCI | COM | $15 | 85 |
| HealthEquity Inc42226A107 · HQY | COM | $11 | 120 |
| HealthStream Inc42222N103 · HSTM | COM | $3 | 100 |
| HEICO Corp422806109 · HEI | COM | $10 | 32 |
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 |