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 |
|---|---|---|---|
| HEICO Corp422806208 | COM | $297 | 1,301 |
| Helios Technologies Inc42328H109 · HLIO | COM | $1,898 | 27,949 |
| Helmerich & Payne Inc423452101 · HP | COM | $27 | 736 |
| Herbalife LtdG4412G101 · HLF | COM | $182 | 15,033 |
| Herc Holdings Inc42704L104 · HRI | COM | $2,478 | 19,857 |
| Heritage Insurance Holdings In42727J102 · HRTG | COM | $9 | 274 |
| Hertz Global Holdings Inc42806J700 · HTZ | COM | $52 | 30,980 |
| Hewlett Packard Enterprise Co42824C109 · HPE | COM | $2,825 | 44,223 |
| Hexcel Corp428291108 · HXL | COM | $726 | 8,648 |
| HF Sinclair Corp403949100 · DINO | COM | $78 | 730 |
| HighPeak Energy Inc43114Q105 · HPK | COM | $39 | 4,797 |
| Hillman Solutions Corp431636109 · HLMN | COM | $3,630 | 519,326 |
| Hilltop Holdings Inc432748101 · HTH | COM | $514 | 13,660 |
| Hilton Grand Vacations Inc43283X105 · HGV | COM | $48 | 1,372 |
| Hilton Worldwide Holdings Inc43300A203 · HLT | COM | $1,355 | 4,260 |
| Hinge Health Inc433313103 · HNGE | COM | $55 | 568 |
| HireQuest Inc433535101 · HQI | COM | $3 | 153 |
| HNI Corp404251100 · HNI | COM | $1,083 | 23,902 |
| Holley Inc43538H103 · HLLY | COM | $11 | 4,688 |
| Home Bancorp Inc43689E107 · HBCP | COM | $12 | 181 |
| Home BancShares Inc/AR436893200 · HOMB | COM | $926 | 32,876 |
| Honeywell Aerospace Inc43849R105 · HONA | COM | $790 | 5,096 |
| Honeywell International Inc438516205 · HON | COM | $1,075 | 5,096 |
| Horace Mann Educators Corp440327104 · HMN | COM | $509 | 11,412 |
| Host Hotels & Resorts Inc44107P104 · HST | COM | $104 | 4,651 |
| Hovnanian Enterprises Inc442487401 · HOV | COM | $16 | 145 |
| HP Inc40434L105 · HPQ | COM | $1,109 | 35,440 |
| HubSpot Inc443573100 · HUBS | COM | $5 | 25 |
| Hudson Technologies Inc444144109 · HDSN | COM | $9 | 1,754 |
| Huron Consulting Group Inc447462102 · HURN | COM | $946 | 6,032 |
| Hut 8 Corp44812J104 · HUT | COM | $1,026 | 11,911 |
| Hyster-Yale Inc449172105 · HY | COM | $141 | 4,482 |
| I3 Verticals Inc46571Y107 · IIIV | COM | $1,612 | 116,678 |
| Ibotta Inc451051106 · IBTA | COM | $9 | 222 |
| ICF International Inc44925C103 · ICFI | COM | $10 | 121 |
| Ichor Holdings LtdG4740B105 · ICHR | COM | $5 | 83 |
| ICU Medical Inc44930G107 · ICUI | COM | $1,383 | 8,614 |
| IDEX Corp45167R104 · IEX | COM | $86 | 377 |
| IDT Corp448947507 · IDT | COM | $8 | 106 |
| IES Holdings Inc44951W106 · IESC | COM | $8 | 24 |
| Illinois Tool Works Inc452308109 · ITW | COM | $54 | 208 |
| iMGP DBi Managed Futures Strat53700T827 | COM | $228 | 7,010 |
| Immersion Corp452521107 · IMMR | COM | $6 | 801 |
| ImmunityBio Inc45256X103 · IBRX | COM | $13 | 1,348 |
| Impinj Inc453204109 · PI | COM | $5 | 27 |
| Incyte Corp45337C102 · INCY | COM | $310 | 2,558 |
| Independent Bank Corp453836108 · INDB | COM | $2,569 | 33,090 |
| indie Semiconductor Inc45569U101 · INDI | COM | $2,927 | 1,000,684 |
| Indivior Pharmaceuticals Inc45579U109 · INDV | COM | $12 | 331 |
| Information Services Group Inc45675Y104 · III | COM | $32 | 5,788 |
| Inmode LtdM5425M103 · INMD | COM | $53 | 3,746 |
| Innodata Inc457642205 · INOD | COM | $552 | 8,393 |
| Innospec Inc45768S105 · IOSP | COM | $10 | 102 |
| Innovative Industrial Properti45781V101 · IIPR | COM | $17 | 317 |
| Innoviva Inc45781M101 · INVA | COM | $10 | 455 |
| Insight Enterprises Inc45765U103 · NSIT | COM | $71 | 455 |
| Insperity Inc45778Q107 · NSP | COM | $4,460 | 95,725 |
| Inspired Entertainment Inc45782N108 · INSE | COM | $2 | 561 |
| Installed Building Products In45780R101 · IBP | COM | $2,603 | 13,568 |
| Insteel Industries Inc45774W108 · IIIN | COM | $5 | 181 |
| Insulet Corp45784P101 · PODD | COM | $117 | 899 |
| Integer Holdings Corp45826H109 · ITGR | COM | $16 | 125 |
| Intel Corp458140100 · INTC | COM | $51 | 421 |
| InterDigital Inc45867G101 · IDCC | COM | $4,272 | 13,102 |
| Interface Inc458665304 · TILE | COM | $645 | 18,760 |
| International Bancshares Corp459044103 | COM | $2,908 | 42,460 |
| International Seaways IncY41053102 · INSW | COM | $105 | 951 |
| Intuit Inc461202103 · INTU | COM | $3,213 | 11,653 |
| Intuitive Machines Inc46125A100 · LUNR | COM | $5 | 333 |
| Intuitive Surgical Inc46120E602 · ISRG | COM | $1,839 | 4,523 |
| InvenTrust Properties Corp46124J201 · IVT | COM | $1,961 | 65,045 |
| Invesco KBW Bank ETF46138E628 | COM | $7,570 | 86,778 |
| Invesco Nasdaq 100 ETF46138G649 | COM | $14,915 | 48,959 |
| Invesco S&P SmallCap Energy ET46138G474 | COM | $1,081 | 18,753 |
| Invesco S&P SmallCap Financial46138E156 | COM | $574 | 9,462 |
| Invesco S&P SmallCap Health Ca46138E149 | COM | $3,474 | 66,725 |
| Invesco S&P SmallCap Materials46138G201 | COM | $978 | 10,381 |
| Invesco Senior Loan ETF46138G508 | COM | $0 | 10 |
| Investors Title Co461804106 · ITIC | COM | $6 | 21 |
| Invitation Homes Inc46187W107 · INVH | COM | $560 | 21,279 |
| Iovance Biotherapeutics Inc462260100 · IOVA | COM | $22 | 1,476 |
| IQVIA Holdings Inc46266C105 · IQV | COM | $780 | 2,901 |
| iRadimed Corp46266A109 · IRMD | COM | $6 | 64 |
| IREN LtdQ4982L109 · IREN | COM | $114 | 2,784 |
| IRhythm Holdings Inc450056106 · IRTC | COM | $459 | 4,034 |
| Iridium Communications Inc46269C102 · IRDM | COM | $928 | 19,373 |
| Iron Mountain Inc46284V101 · IRM | COM | $58 | 521 |
| Ironwood Pharmaceuticals Inc46333X108 · IRWD | COM | $21 | 5,164 |
| iShares 7-10 Year Treasury Bon464287440 | COM | $1,199 | 13,425 |
| iShares 20 Year Treasury Bond464287432 | COM | $1,548 | 19,897 |
| iShares Bitcoin Trust ETF46438F101 | COM | $105 | 2,210 |
| iShares Broad USD Investment G464288620 | COM | $4,708 | 96,651 |
| iShares Core MSCI EAFE ETF46432F842 | COM | $14,480 | 149,461 |
| iShares Core MSCI Emerging Mar46434G103 | COM | $33,998 | 418,898 |
| iShares Core S&P 500 ETF464287200 | COM | $1,340 | 1,750 |
| iShares Expanded Tech-Software464287515 | COM | $116 | 1,094 |
| iShares MBS ETF464288588 | COM | $1 | 16 |
| iShares MSCI USA Min Vol Facto46429B697 | COM | $1 | 11 |
| iShares MSCI USA Momentum Fact46432F396 | COM | $208 | 655 |
| iShares Russell 2000 ETF464287655 | COM | $1 | 3 |
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 |