Long-term investor
Bar Harbor Wealth Management @barharborwealthmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001035463).
Record
- Tracked since 2025-06-30 (441 days), 48 trades recorded
- Returns: week n/a · month n/a · 90 days +10.4% · 6 months n/a · 1 year +13.5% · all +13.5%
- Max drawdown n/a · win rate 15% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- XLK · 9.5% · long · since 2025-06-30
- AAPL · 4.3% · long · since 2025-06-30
- LLY · 4.2% · long · since 2025-06-30
- IVV · 4.0% · long · since 2025-06-30
- AGG · 3.9% · long · since 2025-06-30
- CAT · 2.6% · long · since 2025-06-30
- JNJ · 2.5% · long · since 2025-06-30
- VEA · 2.3% · long · since 2025-06-30
- IJH · 2.1% · long · since 2025-06-30
- IJR · 2.1% · long · since 2025-06-30
- GOOGL · 2.1% · long · since 2025-06-30
- XLY · 1.8% · long · since 2025-06-30