Bull Harbor Capital LLC

Est. AUM

$373.3M

13F long equity, this entity only

Positions

458

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$7.5M	43113	2.01%	SOLE
2	ISHARES TR	CORE S&P500 ETF	$7.5M	11470	2.01%	SOLE
3	APPLE INC	COM	$7.0M	27746	1.89%	SOLE
4	MICROSOFT CORP	COM	$6.0M	16323	1.62%	SOLE
5	FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	$5.7M	137313	1.53%	SOLE
6	BLACKROCK ETF TRUST	ISHARES US EQUIT	$5.5M	94975	1.48%	SOLE
7	AMAZON COM INC	COM	$4.3M	20440	1.14%	SOLE
8	COMFORT SYS USA INC	COM	$4.0M	2896	1.07%	SOLE
9	BRISTOL-MYERS SQUIBB CO	COM	$3.7M	61320	1.00%	SOLE
10	BROADCOM INC	COM	$3.5M	11251	0.93%	SOLE
11	EDISON INTL	COM	$3.4M	46321	0.91%	SOLE
12	WALMART INC	COM	$3.3M	26488	0.88%	SOLE
13	MICRON TECHNOLOGY INC	COM	$3.2M	9432	0.85%	SOLE
14	PG&E CORP	COM	$3.2M	181312	0.85%	SOLE
15	BANK AMERICA CORP	COM	$3.0M	62505	0.82%	SOLE
16	MERCK & CO INC	COM	$2.9M	23691	0.76%	SOLE
17	TECHNIPFMC PLC	COM	$2.8M	40508	0.75%	SOLE
18	HUNT J B TRANS SVCS INC	COM	$2.7M	12813	0.73%	SOLE
19	ALPHABET INC	CAP STK CL C	$2.7M	9351	0.72%	SOLE
20	CHUBB LTD SWITZ	COM	$2.6M	8092	0.71%	SOLE
21	GE AEROSPACE	COM NEW	$2.6M	9246	0.70%	SOLE
22	PEPSICO INC	COM	$2.5M	16269	0.68%	SOLE
23	BLACKROCK ETF TRUST	ISHARES INTL CTR	$2.5M	77286	0.67%	SOLE
24	FEDEX CORP	COM	$2.4M	6739	0.64%	SOLE
25	LAM RESEARCH CORP	COM NEW	$2.3M	10790	0.62%	SOLE
26	INTEL CORP	COM	$2.2M	49102	0.58%	SOLE
27	GE VERNOVA INC	COM	$2.2M	2473	0.58%	SOLE
28	WESTERN DIGITAL CORP	COM	$2.1M	7935	0.57%	SOLE
29	ALPHABET INC	CAP STK CL A	$2.1M	7428	0.57%	SOLE
30	AIRBNB INC	COM CL A	$2.1M	16569	0.56%	SOLE
31	CENTENE CORP DEL	COM	$2.1M	63275	0.56%	SOLE
32	TJX COS INC NEW	COM	$2.0M	12699	0.54%	SOLE
33	DANAHER CORP DEL	COM	$2.0M	10453	0.53%	SOLE
34	PROCTER & GAMBLE CO	COM	$2.0M	13559	0.52%	SOLE
35	PHILLIPS 66	COM	$1.9M	10428	0.51%	SOLE
36	MARSH & MCLENNAN COS INC	COM	$1.8M	10560	0.49%	SOLE
37	BLACKROCK ETF TRUST	ISHARES A I INNO	$1.8M	55547	0.49%	SOLE
38	CISCO SYS INC	COM	$1.8M	22917	0.48%	SOLE
39	GENERAL MTRS CO	COM	$1.7M	23467	0.47%	SOLE
40	PNC FINL SVCS GROUP INC	COM	$1.7M	8331	0.46%	SOLE
41	LOCKHEED MARTIN CORP	COM	$1.7M	2811	0.46%	SOLE
42	ELI LILLY & CO	COM	$1.7M	1821	0.45%	SOLE
43	DOLLAR GEN CORP	COM	$1.7M	14054	0.45%	SOLE
44	JOHNSON & JOHNSON	COM	$1.7M	6823	0.45%	SOLE
45	ISHARES TR	US TREAS BD ETF	$1.7M	72552	0.45%	SOLE
46	PALANTIR TECHNOLOGIES INC	CL A	$1.6M	11126	0.44%	SOLE
47	AMPHENOL CORP	CL A	$1.6M	12869	0.44%	SOLE
48	META PLATFORMS INC	CL A	$1.6M	2837	0.43%	SOLE
49	EMCOR GROUP INC	COM	$1.6M	2169	0.43%	SOLE
50	REGENERON PHARMACEUTICALS	COM	$1.6M	2066	0.43%	SOLE

1–50 of 458

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.