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 |
|---|---|---|---|
| LSI Industries Inc50216C108 · LYTS | COM | $1,803 | 86,906 |
| Lululemon Athletica Inc550021109 · LULU | COM | $205 | 2,131 |
| Lumentum Holdings Inc55024U109 · LITE | COM | $94 | 97 |
| Lumexa Imaging Holdings Inc550249106 · LMRI | COM | $1,103 | 107,579 |
| Luxfer Holdings PLCG5698W116 · LXFR | COM | $6 | 374 |
| LXP Industrial Trust529043408 · LXP | COM | $9 | 151 |
| M/I Homes Inc55305B101 · MHO | COM | $40 | 295 |
| M&T Bank Corp55261F104 · MTB | COM | $5 | 24 |
| Macerich Co/The554382101 · MAC | COM | $32 | 1,450 |
| MACOM Technology Solutions Hol55405Y100 · MTSI | COM | $9 | 32 |
| Madison Square Garden Sports C55825T103 · MSGS | COM | $4,504 | 11,116 |
| Magnite Inc55955D100 · MGNI | COM | $5,382 | 213,055 |
| Magnolia Oil & Gas Corp559663109 · MGY | COM | $3,201 | 136,289 |
| Manhattan Associates Inc562750109 · MANH | COM | $80 | 403 |
| ManpowerGroup Inc56418H100 · MAN | COM | $839 | 15,100 |
| Maplebear Inc565394103 · CART | COM | $45 | 1,040 |
| MARA Holdings Inc565788106 · MARA | COM | $20 | 1,724 |
| Marathon Petroleum Corp56585A102 · MPC | COM | $246 | 623 |
| Maravai LifeSciences Holdings56600D107 · MRVI | COM | $5 | 638 |
| MarineMax Inc567908108 · HZO | COM | $21 | 406 |
| Markel Group Inc570535104 · MKL | COM | $344 | 201 |
| MarketWise Inc57064P206 · MKTW | COM | $6 | 325 |
| Marqeta Inc57142B203 · MQ | COM | $582 | 34,267 |
| Marriott International Inc/MD571903202 · MAR | COM | $1,458 | 4,098 |
| Marriott Vacations Worldwide C57164Y107 · VAC | COM | $579 | 5,665 |
| Marsh & McLennan Cos Inc571748102 · MRSH | COM | $1,475 | 8,637 |
| Marvell Technology Inc573874104 · MRVL | COM | $8,589 | 32,509 |
| Masco Corp574599106 · MAS | COM | $21 | 316 |
| Masterbrand Inc57638P104 · MBC | COM | $759 | 108,406 |
| Mastercard Inc57636Q104 · MA | COM | $7,500 | 13,600 |
| MasterCraft Boat Holdings Inc57637H103 · MCFT | COM | $9 | 435 |
| Matador Resources Co576485205 · MTDR | COM | $2,347 | 45,508 |
| Match Group Inc57667L107 · MTCH | COM | $32 | 789 |
| Materion Corp576690101 · MTRN | COM | $15 | 54 |
| Matson Inc57686G105 · MATX | COM | $152 | 694 |
| Maximus Inc577933104 · MMS | COM | $3,173 | 59,654 |
| MaxLinear Inc57776J100 · MXL | COM | $22 | 242 |
| Medallion Financial Corp583928106 · MFIN | COM | $8 | 681 |
| MediaAlpha Inc58450V104 · MAX | COM | $10 | 1,039 |
| Medpace Holdings Inc58506Q109 · MEDP | COM | $5 | 8 |
| Medtronic PLCG5960L103 · MDT | COM | $15 | 173 |
| MeiraGTx Holdings plcG59665102 · MGTX | COM | $51 | 4,655 |
| MercadoLibre Inc58733R102 · MELI | COM | $1,708 | 988 |
| Mercantile Bank Corp587376104 · MBWM | COM | $334 | 5,726 |
| Merchants Bancorp/IN58844R108 · MBIN | COM | $324 | 6,608 |
| Merck & Co Inc58933Y105 · MRK | COM | $4,044 | 27,829 |
| Mercury General Corp589400100 · MCY | COM | $43 | 437 |
| Merit Medical Systems Inc589889104 · MMSI | COM | $11 | 128 |
| Meritage Homes Corp59001A102 · MTH | COM | $57 | 899 |
| Meta Platforms Inc30303M102 · META | COM | $25,907 | 35,725 |
| Metallus Inc887399103 · MTUS | COM | $3 | 173 |
| MetLife Inc59156R108 · MET | COM | $870 | 9,242 |
| Metrocity Bankshares Inc59165J105 · MCBS | COM | $14 | 395 |
| Metropolitan Bank Holding Corp591774104 · MCB | COM | $11 | 125 |
| MFA Financial Inc55272X607 · MFA | COM | $11 | 1,382 |
| MGE Energy Inc55277P104 · MGEE | COM | $11 | 159 |
| MGIC Investment Corp552848103 · MTG | COM | $106 | 4,094 |
| Micron Technology Inc595112103 · MU | COM | $986 | 926 |
| Microsoft Corp594918104 · MSFT | COM | $30,379 | 59,229 |
| Middlesex Water Co596680108 · MSEX | COM | $171 | 3,233 |
| Midland States Bancorp Inc597742105 · MSBI | COM | $13 | 408 |
| Miller Industries Inc/TN600551204 · MLR | COM | $680 | 12,922 |
| MillerKnoll Inc600544100 · MLKN | COM | $607 | 30,892 |
| Millrose Properties Inc601137102 · MRP | COM | $6 | 223 |
| MiMedx Group Inc602496101 · MDXG | COM | $1,267 | 271,856 |
| MiniMed Group Inc60365F109 · MMED | COM | $1,445 | 74,210 |
| Mirion Technologies Inc60471A101 · MIR | COM | $793 | 56,140 |
| Mission Produce Inc60510V108 · AVO | COM | $6 | 456 |
| Mistras Group Inc60649T107 · MG | COM | $16 | 781 |
| Mitek Systems Inc606710200 · MITK | COM | $18 | 1,061 |
| MKS Inc55306N104 · MKSI | COM | $575 | 2,167 |
| MNTN Inc55318A108 · MNTN | COM | $10 | 949 |
| Mobility Global Inc60744M106 · MBGL | COM | $110 | 6,430 |
| Moderna Inc60770K107 · MRNA | COM | $11 | 59 |
| Modine Manufacturing Co607828100 · MOD | COM | $6,135 | 32,774 |
| Moelis & Co60786M105 · MC | COM | $1,450 | 25,210 |
| Mohawk Industries Inc608190104 · MHK | COM | $45 | 359 |
| Monarch Casino & Resort Inc609027107 · MCRI | COM | $41 | 357 |
| Mondelez International Inc609207105 · MDLZ | COM | $1,455 | 25,156 |
| MongoDB Inc60937P106 · MDB | COM | $24 | 68 |
| Monolithic Power Systems Inc609839105 · MPWR | COM | $205 | 152 |
| Monro Inc610236101 · MNRO | COM | $4 | 270 |
| Monster Beverage Corp61174X109 · MNST | COM | $1,192 | 28,640 |
| Moog Inc615394202 | COM | $55 | 143 |
| Morgan Stanley617446448 · MS | COM | $3,993 | 21,228 |
| Morningstar Inc617700109 · MORN | COM | $826 | 4,349 |
| Motorcar Parts of America Inc620071100 · MPAA | COM | $7 | 635 |
| Motorola Solutions Inc620076307 · MSI | COM | $2,220 | 4,978 |
| Movado Group Inc624580106 · MOV | COM | $61 | 1,822 |
| MSCI Inc55354G100 · MSCI | COM | $760 | 1,411 |
| Mueller Industries Inc624756102 · MLI | COM | $116 | 1,906 |
| Mueller Water Products Inc624758108 · MWA | COM | $15 | 703 |
| Murphy Oil Corp626717102 · MUR | COM | $2,758 | 74,510 |
| Murphy USA Inc626755102 · MUSA | COM | $820 | 1,627 |
| Myers Industries Inc628464109 · MYE | COM | $27 | 883 |
| MYR Group Inc55405W104 · MYRG | COM | $14 | 49 |
| Myriad Genetics Inc62855J104 · MYGN | COM | $349 | 81,054 |
| N-able Inc/US62878D100 · NABL | COM | $97 | 23,537 |
| Nabors Industries LtdG6359F137 · NBR | COM | $29 | 374 |
| Napco Security Technologies In630402105 · NSSC | COM | $895 | 25,124 |
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 |