FLAGSHIP HARBOR ADVISORS, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1691766
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$2.6B
Holdings
752
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
FLAGSHIP HARBOR ADVISORS, LLC disclosed 752 positions worth $2.6B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 51 new positions and exited 35 — including a new stake in $JGH and a full exit from $BABA. The portfolio is most concentrated in Other (66.4% of disclosed assets). All figures are sourced directly from FLAGSHIP HARBOR ADVISORS, LLC’s Form 13F-HR filing with the SEC under CIK 1691766.
AI Fund Analysis
DiversifyingSPDR SERIES TRUST - ST STR
3.1% weight
Held 8 quarters
$NVDA2.1% weight
Held 8 quarters
ISHARES TR - 0-3 MTH TREAS
2.1% weight
Held 8 quarters
$AAPL2.1% weight
Held 8 quarters
$SPY2.1% weight
Held 8 quarters
TRUST FOR PROFESSIONAL MAN
8 quarters accumulating
FIRST TR EXCHNG TRADED FD
8 quarters accumulating
ISHARES TR - CORE S&P MCP
8 quarters accumulating
$WT8 quarters accumulating
$KYN8 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
SPDR SERIES TRUST - ST STR P500GRW
—Quality
$134.2M1,127,958 shSPDR SERIES TRUST - ST STR P500VAL
—Quality
$81.3M1,337,444 sh- 85.9#5
Quality
$56.2M280,933 sh ISHARES TR - 0-3 MTH TREASURY
—Quality
$56.0M556,451 sh- 76.4
Quality
$56.0M193,408 sh - —
Quality
$53.7M71,935 sh SPDR SERIES TRUST - ST STR P500ETF
—Quality
$52.6M598,678 shISHARES TR - CORE US AGGBD ET
—Quality
$52.1M525,911 shVANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$48.6M131,409 shISHARES TR - CORE S&P US VLU
—Quality
$47.3M429,490 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST - ST STR P500GRW | — | $134.2M | 1,127,958 |
| SPDR SERIES TRUST - ST STR P500VAL | — | $81.3M | 1,337,444 |
| NVIDIA CORP$NVDA | 85.9#5 | $56.2M | 280,933 |
| ISHARES TR - 0-3 MTH TREASURY | — | $56.0M | 556,451 |
| Apple Inc.$AAPL | 76.4 | $56.0M | 193,408 |
| SPDR S&P 500 ETF TRUST$SPY | — | $53.7M | 71,935 |
| SPDR SERIES TRUST - ST STR P500ETF | — | $52.6M | 598,678 |
| ISHARES TR - CORE US AGGBD ET | — | $52.1M | 525,911 |
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $48.6M | 131,409 |
| ISHARES TR - CORE S&P US VLU | — | $47.3M | 429,490 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of FLAGSHIP HARBOR ADVISORS, LLC's 752 positions.
Showing top 10 of 752 holdings.
Sector Allocation
Other
$1.7B
Technology
$317.2M
Financials
$271.2M
Consumer Discretionary
$77.9M
Healthcare
$61.7M
Industrials
$61.2M
Energy
$30.6M
Consumer Staples
$19.6M
Top Holdings — FLAGSHIP HARBOR ADVISORS, LLC (Q2 2026)
Top 150 of 752 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SPDR SERIES TRUST - ST STR P500GRW | $134.2M | 5.1% | -13% | — |
| 2 | — | SPDR SERIES TRUST - ST STR P500VAL | $81.3M | 3.1% | +3% | — |
| 3 | $NVDA | NVIDIA CORP | $56.2M | 2.1% | -1% | 85.9 |
| 4 | — | ISHARES TR - 0-3 MTH TREASURY | $56.0M | 2.1% | -32% | — |
| 5 | $AAPL | Apple Inc. | $56.0M | 2.1% | +2% | 76.4 |
| 6 | $SPY | SPDR S&P 500 ETF TRUST | $53.7M | 2.1% | +4% | — |
| 7 | — | SPDR SERIES TRUST - ST STR P500ETF | $52.6M | 2.0% | +5% | — |
| 8 | — | ISHARES TR - CORE US AGGBD ET | $52.1M | 2.0% | +40% | — |
| 9 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $48.6M | 1.9% | -1% | — |
| 10 | — | ISHARES TR - CORE S&P US VLU | $47.3M | 1.8% | +5% | — |
| 11 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $42.8M | 1.6% | +32% | — |
| 12 |  $AMZN | AMAZON COM INC | $37.0M | 1.4% | -1% | 68.7 |
| 13 | $WT | WisdomTree, Inc. | $32.5M | 1.2% | +271% | 59.9 |
| 14 | — | TRUST FOR PROFESSIONAL MANAG - CONVERGENCE LNG | $28.2M | 1.1% | +8% | — |
| 15 | — | FRANKLIN TEMPLETON ETF TR - INTL COR DIV TIL | $25.5M | 1.0% | +5% | — |
| 16 | — | ISHARES TR - CORE S&P500 ETF | $23.9M | 0.9% | +17% | — |
| 17 |  $MSFT | MICROSOFT CORP | $23.7M | 0.9% | +1% | 79.8 |
| 18 |  $GOOGL | Alphabet Inc. | $21.9M | 0.8% | +0% | 78.2 |
| 19 | — | SPDR SERIES TRUST - ST STR SP600 SML | $21.7M | 0.8% | +5% | — |
| 20 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $20.9M | 0.8% | +1% | — |
| 21 | — | CAPITAL GROUP CORE BALANCED - SHS | $20.8M | 0.8% | +6% | — |
| 22 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $20.8M | 0.8% | +3% | — |
| 23 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $20.0M | 0.8% | +1% | — |
| 24 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $19.6M | 0.8% | -0% | — |
| 25 |  $GOOG | Alphabet Inc. | $19.4M | 0.7% | +1% | 78.2 |
| 26 | — | ISHARES TR - CORE S&P TTL STK | $18.6M | 0.7% | +30% | — |
| 27 |  $AVGO | Broadcom Inc. | $18.2M | 0.7% | -3% | 84.5 |
| 28 | — | THE ALGER ETF TRUST - CONCENTRATED EQT | $17.7M | 0.7% | +4% | — |
| 29 | — | ISHARES TR - CORE S&P MCP ETF | $16.7M | 0.6% | +18% | — |
| 30 | $WT | WisdomTree, Inc. | $16.3M | 0.6% | +6% | 59.9 |
| 31 |  $JPM | JPMORGAN CHASE & CO | $16.2M | 0.6% | +0% | 70.7 |
| 32 |  $TSLA | Tesla, Inc. | $16.2M | 0.6% | -0% | 53.9 |
| 33 | — | SPDR SERIES TRUST - ST INTER ETF | $15.7M | 0.6% | -5% | — |
| 34 | — | FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW | $15.5M | 0.6% | +4% | — |
| 35 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $15.0M | 0.6% | +11% | — |
| 36 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $14.7M | 0.6% | +300% | — |
| 37 | — | VANGUARD INDEX FDS - GROWTH ETF | $14.1M | 0.5% | +512% | — |
| 38 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $13.9M | 0.5% | -25% | — |
| 39 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $13.8M | 0.5% | +16% | — |
| 40 |  $BRK.B | BERKSHIRE HATHAWAY INC | $13.7M | 0.5% | -3% | 73.8 |
| 41 |  $IVZ | Invesco Ltd. | $13.5M | 0.5% | +5% | — |
| 42 |  $V | VISA INC. | $13.3M | 0.5% | +0% | 82.9 |
| 43 |  $MU | MICRON TECHNOLOGY INC | $13.0M | 0.5% | -13% | 86.2 |
| 44 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $13.0M | 0.5% | +6% | — |
| 45 | — | SPDR SERIES TRUST - ST INTER BD ETF | $12.2M | 0.5% | +10% | — |
| 46 | — | SPDR SERIES TRUST - ST STR CORPO ETF | $12.1M | 0.5% | +6% | — |
| 47 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $11.9M | 0.5% | +7% | — |
| 48 |  $META | Meta Platforms, Inc. | $11.8M | 0.5% | -2% | 79.6 |
| 49 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $11.7M | 0.5% | -0% | — |
| 50 | — | VICTORY PORTFOLIOS II - SHS FR CA FL ETF | $11.2M | 0.4% | +7% | — |
| 51 | — | ISHARES TR - CORE MSCI TOTAL | $11.1M | 0.4% | +26% | — |
| 52 | $IVZ | Invesco Ltd. | $11.1M | 0.4% | +3% | — |
| 53 | — | VANGUARD INDEX FDS - SMALL CP ETF | $11.0M | 0.4% | +1% | — |
| 54 | — | ETF SER SOLUTIONS - DEFIA QUANT ETF | $10.8M | 0.4% | +7% | — |
| 55 |  $IGR | CBRE GLOBAL REAL ESTATE INCOME FUND | $10.7M | 0.4% | +4% | — |
| 56 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $10.4M | 0.4% | -7% | — |
| 57 | — | INVESCO ACTIVELY MANAGED EXC - AAA CLO FLTNG RT | $10.3M | 0.4% | +9% | — |
| 58 | — | VANGUARD INDEX FDS - VALUE ETF | $10.1M | 0.4% | +6% | — |
| 59 | $IVZ | Invesco Ltd. | $10.0M | 0.4% | +95% | — |
| 60 | $IVZ | Invesco Ltd. | $9.9M | 0.4% | +4% | — |
| 61 |  $BSTZ | BlackRock Science & Technology Term Trust | $9.7M | 0.4% | +3% | — |
| 62 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | $9.7M | 0.4% | +2% | — |
| 63 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | $9.7M | 0.4% | +14% | — |
| 64 | — | SSGA ACTIVE TR - SST BRIDGEWATER | $9.7M | 0.4% | +7% | — |
| 65 | — | JOHN HANCOCK EXCHANGE TRADED - MORTGAGE BACKED | $9.6M | 0.4% | +7% | — |
| 66 | $WT | WisdomTree, Inc. | $9.6M | 0.4% | -4% | 59.9 |
| 67 | — | ISHARES TR - CORE S&P SCP ETF | $9.5M | 0.4% | +1% | — |
| 68 |  $AMD | ADVANCED MICRO DEVICES INC | $9.3M | 0.4% | +6% | 79.8 |
| 69 |  $GLD | SPDR GOLD TRUST | $9.2M | 0.3% | -9% | — |
| 70 | — | ISHARES TR - ULTRA SHORT DUR | $9.2M | 0.3% | +12% | — |
| 71 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST NASD ETF | $9.2M | 0.3% | +29% | — |
| 72 |  $ECAT | BlackRock ESG Capital Allocation Term Trust | $9.2M | 0.3% | +5% | — |
| 73 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $8.9M | 0.3% | +0% | — |
| 74 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $8.9M | 0.3% | -5% | — |
| 75 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $8.3M | 0.3% | +2% | — |
| 76 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $8.1M | 0.3% | -56% | — |
| 77 |  $HQL | abrdn Life Sciences Investors | $8.0M | 0.3% | +5% | — |
| 78 |  $RMT | ROYCE MICRO-CAP TRUST, INC. | $8.0M | 0.3% | +3% | — |
| 79 | — | SPDR SERIES TRUST - ST STR TIPS ETF | $8.0M | 0.3% | +4% | — |
| 80 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $7.8M | 0.3% | +4% | — |
| 81 |  $JNJ | JOHNSON & JOHNSON | $7.8M | 0.3% | -0% | 69 |
| 82 | — | PACER FDS TR - US LRG CP CASH | $7.7M | 0.3% | +11% | — |
| 83 | — | PGIM ETF TR - AAA CLO ETF | $7.6M | 0.3% | -8% | — |
| 84 |  $BBY | BEST BUY CO INC | $7.6M | 0.3% | -1% | 60.2 |
| 85 |  $XOM.R34088 | EXXON MOBIL CORP | $7.4M | 0.3% | +3% | 57.9 |
| 86 | — | SPDR SERIES TRUST - ST STR PR SP1500 | $7.3M | 0.3% | +2% | — |
| 87 | — | ISHARES INC - MSCI GBL GOLD MN | $7.3M | 0.3% | +8% | — |
| 88 | $IVZ | Invesco Ltd. | $7.3M | 0.3% | +4% | — |
| 89 | — | INVESCO ACTVELY MNGD ETC FD - AGRI CMDTY STRA | $7.3M | 0.3% | +4% | — |
| 90 |  $ABBV | AbbVie Inc. | $7.3M | 0.3% | -0% | 72.6 |
| 91 | — | JANUS DETROIT STR TR - HEND SECU IN ETF | $7.3M | 0.3% | +10% | — |
| 92 | — | SPDR SERIES TRUST - ST STR BACKE ETF | $7.3M | 0.3% | -17% | — |
| 93 | — | ISHARES TR - MSCI USA MIN ETF | $7.2M | 0.3% | +76% | — |
| 94 |  $CEF | Sprott Physical Gold & Silver Trust | $7.2M | 0.3% | -0% | — |
| 95 | $IVZ | Invesco Ltd. | $7.0M | 0.3% | +9% | — |
| 96 | — | PGIM ETF TR - PGIM ULTRA SH BD | $6.8M | 0.3% | -9% | — |
| 97 | — | SIMPLIFY EXCHANGE TRADED FUN - HIGH YIELD ETF | $6.7M | 0.3% | +11% | — |
| 98 |  $NFLX | NETFLIX INC | $6.6M | 0.3% | -1% | 78.8 |
| 99 |  $MRK | Merck & Co., Inc. | $6.4M | 0.3% | -1% | 59.9 |
| 100 |  $WMT | Walmart Inc. | $6.4M | 0.2% | +3% | 60.2 |
| 101 | — | VANGUARD STAR FDS - VG TL INTL STK F | $6.4M | 0.2% | +1% | — |
| 102 |  $HD | HOME DEPOT, INC. | $6.2M | 0.2% | +15% | 60.3 |
| 103 | $IVZ | Invesco Ltd. | $6.1M | 0.2% | +3% | — |
| 104 |  $PG | PROCTER & GAMBLE Co | $6.0M | 0.2% | +0% | 64.6 |
| 105 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $6.0M | 0.2% | +30% | — |
| 106 |  $LLY | ELI LILLY & Co | $5.9M | 0.2% | +4% | 87.5 |
| 107 | $IVZ | Invesco Ltd. | $5.8M | 0.2% | -5% | — |
| 108 | — | SPDR SERIES TRUST - ST STR P400MID | $5.7M | 0.2% | +1% | — |
| 109 | — | T ROWE PRICE EXCHANGE-TRADED - SMALL MID CAP | $5.7M | 0.2% | +0% | — |
| 110 | — | SPDR SERIES TRUST - ST STR SP DIV | $5.6M | 0.2% | +0% | — |
| 111 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | $5.5M | 0.2% | -2% | — |
| 112 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $5.5M | 0.2% | -5% | — |
| 113 | — | ISHARES TR - MSCI USA QLT FCT | $5.2M | 0.2% | -2% | — |
| 114 | $IVZ | Invesco Ltd. | $5.1M | 0.2% | +38% | — |
| 115 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $5.1M | 0.2% | +22% | — |
| 116 |  $SHOP | SHOPIFY INC. | $5.0M | 0.2% | +0% | 64.9 |
| 117 | — | ISHARES TR - CORE HIGH DV ETF | $5.0M | 0.2% | +414% | — |
| 118 |  $CVX | CHEVRON CORP | $5.0M | 0.2% | +1% | 62.8 |
| 119 | — | VANECK ETF TRUST - LOW CARBN ENERGY | $5.0M | 0.2% | +1% | — |
| 120 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | $4.9M | 0.2% | -2% | — |
| 121 |  $UNH | UNITEDHEALTH GROUP INC | $4.9M | 0.2% | -8% | 62.7 |
| 122 |  $MA | Mastercard Inc | $4.9M | 0.2% | +17% | 85.1 |
| 123 |  $GEV | GE Vernova Inc. | $4.8M | 0.2% | +40% | 81.1 |
| 124 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $4.8M | 0.2% | +1% | — |
| 125 | — | INVESCO ACTIVELY MANAGED EXC - S&P 500 EQUA ETF | $4.8M | 0.2% | +6% | — |
| 126 | — | AMERICAN CENTY ETF TR - US QUALITY GROW | $4.7M | 0.2% | -1% | — |
| 127 |  $CAT | CATERPILLAR INC | $4.7M | 0.2% | +0% | 66.5 |
| 128 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $4.7M | 0.2% | +43% | — |
| 129 |  $EMF | TEMPLETON EMERGING MARKETS FUND | $4.7M | 0.2% | +20% | — |
| 130 | — | ISHARES TR - EAFE GRWTH ETF | $4.6M | 0.2% | +8% | — |
| 131 |  $RTX | RTX Corp | $4.6M | 0.2% | -2% | 73.2 |
| 132 | — | ISHARES TR - CORE DIVID ETF | $4.5M | 0.2% | +11% | — |
| 133 | — | ISHARES TR - ISHS 1-5YR INVS | $4.5M | 0.2% | +703% | — |
| 134 |  $COST | COSTCO WHOLESALE CORP /NEW | $4.5M | 0.2% | -2% | 66.2 |
| 135 |  $GLDM | World Gold Trust | $4.5M | 0.2% | -12% | — |
| 136 |  $ETO | Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund | $4.4M | 0.2% | +7% | — |
| 137 | — | VANGUARD INDEX FDS - MID CAP ETF | $4.4M | 0.2% | +287% | — |
| 138 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $4.3M | 0.2% | +4% | — |
| 139 | $KYN | Kayne Anderson Energy Infrastructure Fund, Inc. | $4.3M | 0.2% | +7% | — |
| 140 | $WT | WisdomTree, Inc. | $4.2M | 0.2% | -0% | 59.9 |
| 141 | — | SPDR SERIES TRUST - ST STR SP600SM C | $4.2M | 0.2% | +324% | — |
| 142 | — | ISHARES TR - CORE DIV GRWTH | $4.1M | 0.2% | +6% | — |
| 143 |  $FTNT | Fortinet, Inc. | $4.1M | 0.2% | -1% | 80.1 |
| 144 |  $AMAT | APPLIED MATERIALS INC /DE | $4.1M | 0.2% | -2% | 72.3 |
| 145 | — | FIRST TR EXCHANGE-TRADED FD - COMMON SHS | $4.0M | 0.1% | +6% | — |
| 146 |  $GE | GENERAL ELECTRIC CO | $4.0M | 0.1% | +1% | 73.8 |
| 147 | — | FIRST TR EXCHNG TRADED FD VI - SMIT UNCO BD ETF | $3.9M | 0.1% | -0% | — |
| 148 |  $STEW | SRH Total Return Fund, Inc. | $3.8M | 0.1% | +3% | — |
| 149 | — | SPDR SERIES TRUST - ST STR SP600GRWO | $3.8M | 0.1% | +23% | — |
| 150 | — | ISHARES TR - CORE MSCI EAFE | $3.8M | 0.1% | +0% | — |
New Positions (51)
$JGH Nuveen Global High Income Fund$3.4M
$HONA Honeywell Aerospace Inc.$2.8M J P MORGAN EXCHANGE TRADED F - JPMORGAM LTD DUR$2.8M
AB ACTIVE ETFS INC - DISRUPTORS ETF$2.7M
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$2.7M
$JOF JAPAN SMALLER CAPITALIZATION FUND INC$1.9M
$CRWV CoreWeave, Inc.$1.7M ISHARES TR - IBDS DEC28 ETF$1.0M
ISHARES TR - IBONDS DEC 29$927,373
$LITE Lumentum Holdings Inc.$692,454
$AUPH Aurinia Pharmaceuticals Inc.$651,275 FIRST TR EXCHANGE TRADED FD - NASD TECH DIV$626,776
$XEL XCEL ENERGY INC$619,435 FIRST TR EXCHANGE TRADED FD - NASDQ SEMCNDTR$600,296
HARTFORD FDS EXCHANGE TRADED - STRAT INCOM ETF$591,919
Exited Positions (35)
$BABA Alibaba Group Holding Ltd PROSHARES TR
ISHARES TR
$USO United States Oil Fund, LP
$ZS Zscaler, Inc.
$TTD Trade Desk, Inc.
$IRM IRON MOUNTAIN INC
$HUBS HUBSPOT INC
$FDX FEDEX CORP
$O REALTY INCOME CORP
$PPL PPL Corp
$GPC GENUINE PARTS CO
$DBC Invesco DB Commodity Index Tracking Fund AMPLIFY ETF TR
$TMUS T-Mobile US, Inc.Browse Top Institutional Investors
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