Bull Harbor Capital LLC: 13F holdings

CIK 21350472026Q2

Positions552
Reported value$512.8m
Filed2026-08-10

Top 10 holdings

SecuritySharesValueWeight
NVDA NVIDIA CORPORATION50,919$10.2m2.0%
MU MICRON TECHNOLOGY INC8,401$9.7m1.9%
AAPL APPLE INC33,205$9.6m1.9%
MSFT MICROSOFT CORP25,400$9.5m1.8%
IVV ISHARES TR12,524$9.4m1.8%
DYNF BLACKROCK ETF TRUST105,819$7.2m1.4%
FIRST TR EXCHNG TRADED FD VI157,982$7.0m1.4%
AMZN AMAZON COM INC26,208$6.2m1.2%
FIX COMFORT SYS USA INC2,880$5.7m1.1%
BAC BANK OF AMER CORP88,558$5.0m1.0%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2135047")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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