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 |
|---|---|---|---|
| iShares Russell 2000 Value ETF464287630 | COM | $852 | 4,066 |
| iShares Russell 2500 ETF46435G268 | COM | $10,755 | 125,765 |
| iShares Russell Mid-Cap ETF464287499 | COM | $1 | 6 |
| iShares Semiconductor ETF464287523 | COM | $212 | 373 |
| iShares Systematic Alternative09290C665 | COM | $437 | 14,638 |
| iShares U.S. Healthcare Provid464288828 | COM | $105 | 1,913 |
| iShares U.S. Home Construction464288752 | COM | $94 | 1,077 |
| Itron Inc465741106 · ITRI | COM | $1,001 | 11,596 |
| Ituran Location and Control LtM6158M104 · ITRN | COM | $54 | 1,064 |
| J & J Snack Foods Corp466032109 · JJSF | COM | $9 | 122 |
| J Jill Inc46620W201 · JILL | COM | $8 | 336 |
| J M Smucker Co/The832696405 · SJM | COM | $622 | 5,229 |
| Jabil Inc466313103 · JBL | COM | $11 | 40 |
| Jack Henry & Associates Inc426281101 · JKHY | COM | $937 | 6,538 |
| Jack in the Box Inc466367109 · JACK | COM | $5 | 377 |
| Jackson Financial Inc46817M107 · JXN | COM | $40 | 312 |
| Jacobs Solutions Inc46982L108 · J | COM | $561 | 4,146 |
| James River Group Holdings Inc46990A102 · JRVR | COM | $3 | 763 |
| Jazz Pharmaceuticals PLCG50871105 · JAZZ | COM | $28 | 122 |
| JB Hunt Transport Services Inc445658107 · JBHT | COM | $8 | 35 |
| JBT Marel Corp477839104 · JBTM | COM | $2,691 | 25,482 |
| Jefferson Capital Inc47248R103 · JCAP | COM | $2,255 | 118,162 |
| JetBlue Airways Corp477143101 · JBLU | COM | $505 | 119,342 |
| JFrog LtdM6191J100 · FROG | COM | $5,476 | 56,431 |
| Joby Aviation IncG65163100 · JOBY | COM | $5 | 810 |
| John B Sanfilippo & Son Inc800422107 · JBSS | COM | $8 | 125 |
| John Marshall Bancorp Inc47805L101 · JMSB | COM | $3 | 127 |
| John Wiley & Sons Inc968223206 · WLY | COM | $911 | 19,083 |
| Johnson & Johnson478160104 · JNJ | COM | $7,392 | 27,920 |
| Johnson Controls InternationalG51502105 · JCI | COM | $15 | 99 |
| Jones Lang LaSalle Inc48020Q107 · JLL | COM | $1,260 | 4,123 |
| JPMorgan Chase & Co46625H100 · JPM | COM | $14,940 | 45,158 |
| Kadant Inc48282T104 · KAI | COM | $26 | 99 |
| Kaiser Aluminum Corp483007704 · KALU | COM | $35 | 245 |
| Karat Packaging Inc48563L101 · KRT | COM | $11 | 207 |
| KB Home48666K109 · KBH | COM | $36 | 764 |
| KBR Inc48242W106 · KBR | COM | $804 | 22,863 |
| Kemper Corp488401100 · KMPR | COM | $521 | 20,845 |
| Kennametal Inc489170100 · KMT | COM | $29 | 955 |
| Kestra Medical Technologies LtG52441105 · KMTS | COM | $427 | 15,080 |
| Keysight Technologies Inc49338L103 · KEYS | COM | $1,995 | 5,479 |
| Kforce Inc493732101 · KFRC | COM | $326 | 6,215 |
| Kimberly-Clark Corp494368103 · KMB | COM | $614 | 6,297 |
| Kinetik Holdings Inc02215L209 · KNTK | COM | $37 | 742 |
| Kiniksa Pharmaceuticals InternG5269C101 | COM | $40 | 530 |
| Kinsale Capital Group Inc49714P108 · KNSL | COM | $698 | 2,162 |
| Kite Realty Group Trust49803T300 · KRG | COM | $83 | 3,405 |
| KLA Corp482480100 · KLAC | COM | $8,620 | 44,221 |
| Knife River Corp498894104 · KNF | COM | $1,035 | 20,527 |
| Knowles Corp49926D109 · KN | COM | $7 | 186 |
| Kodiak Gas Services Inc50012A108 · KGS | COM | $1,544 | 29,143 |
| Kohl's Corp500255104 · KSS | COM | $37 | 1,996 |
| Kolibri Global Energy Inc50043K406 · KGEI | COM | $5 | 832 |
| Kontoor Brands Inc50050N103 · KTB | COM | $30 | 472 |
| Koppers Holdings Inc50060P106 · KOP | COM | $876 | 19,219 |
| Korn Ferry500643200 · KFY | COM | $36 | 504 |
| Kosmos Energy Ltd500688106 · KOS | COM | $2,029 | 798,823 |
| Krystal Biotech Inc501147102 · KRYS | COM | $37 | 111 |
| Kulicke & Soffa Industries Inc501242101 · KLIC | COM | $875 | 9,286 |
| Kura Oncology Inc50127T109 · KURA | COM | $640 | 59,789 |
| Kymera Therapeutics Inc501575104 · KYMR | COM | $3,397 | 30,383 |
| La-Z-Boy Inc505336107 · LZB | COM | $11 | 355 |
| Ladder Capital Corp505743104 · LADR | COM | $11 | 1,301 |
| Lakeland Financial Corp511656100 · LKFN | COM | $9 | 164 |
| Lam Research Corp512807306 · LRCX | COM | $7,137 | 21,725 |
| Lamb Weston Holdings Inc513272104 · LW | COM | $1,751 | 41,989 |
| Landstar System Inc515098101 · LSTR | COM | $2,819 | 16,717 |
| Lantheus Holdings Inc516544103 · LNTH | COM | $3,441 | 34,575 |
| Lattice Semiconductor Corp518415104 · LSCC | COM | $23 | 180 |
| Laureate Education Inc518613203 · LAUR | COM | $7,722 | 202,350 |
| Lear Corp521865204 · LEA | COM | $41 | 345 |
| Legacy Housing Corp52472M101 · LEGH | COM | $22 | 769 |
| Legalzoom.com Inc52466B103 · LZ | COM | $2,183 | 389,064 |
| LeMaitre Vascular Inc525558201 · LMAT | COM | $1,065 | 12,898 |
| LendingTree Inc52603B107 · TREE | COM | $1,597 | 65,350 |
| Lennox International Inc526107107 · LII | COM | $164 | 463 |
| LENZ Therapeutics Inc52635N103 · LENZ | COM | $72 | 18,714 |
| Levi Strauss & Co52736R102 · LEVI | COM | $1,213 | 61,549 |
| LGI Homes Inc50187T106 · LGIH | COM | $507 | 10,871 |
| Liberty Energy Inc53115L104 · LBRT | COM | $32 | 1,759 |
| Liberty Global LtdG61188101 | COM | $9 | 964 |
| Liberty Latin America LtdG9001E128 | COM | $12 | 1,459 |
| Life Time Group Holdings Inc53190C102 · LTH | COM | $42 | 1,051 |
| LifeStance Health Group Inc53228F101 · LFST | COM | $14 | 1,164 |
| Ligand Pharmaceuticals Inc53220K504 · LGND | COM | $1,292 | 4,136 |
| LightPath Technologies Inc532257805 · LPTH | COM | $585 | 56,787 |
| Limbach Holdings Inc53263P105 · LMB | COM | $11 | 215 |
| Lindblad Expeditions Holdings535219109 · LIND | COM | $860 | 27,348 |
| Lindsay Corp535555106 · LNN | COM | $6 | 55 |
| Lionsgate Studios Corp53626N102 · LION | COM | $1,452 | 129,679 |
| Liquidia Corp53635D202 · LQDA | COM | $8 | 275 |
| Liquidity Services Inc53635B107 · LQDT | COM | $3,443 | 80,398 |
| Lithia Motors Inc536797103 · LAD | COM | $1,722 | 5,901 |
| Littelfuse Inc537008104 · LFUS | COM | $4,248 | 10,026 |
| LivaNova PLCG5509L101 · LIVN | COM | $1,016 | 13,283 |
| Live Oak Bancshares Inc53803X105 · LOB | COM | $9 | 256 |
| LiveRamp Holdings Inc53815P108 · RAMP | COM | $140 | 3,729 |
| Lockheed Martin Corp539830109 · LMT | COM | $1,982 | 3,892 |
| Loews Corp540424108 · L | COM | $282 | 2,702 |
| LSB Industries Inc502160104 · LXU | COM | $6 | 659 |
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 |