Little Harbor Advisors

Latest statistics and disclosures from Little Harbor Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are SPY, QQQ, SJNK, HYG, JNK, and represent 97.95% of Little Harbor Advisors's stock portfolio.
  • Added to shares of these 4 stocks: JNK, HYLB, SPY, QQQ.
  • Started 2 new stock positions in HYLB, JNK.
  • Reduced shares in these 2 stocks: SJNK, HYG.
  • Little Harbor Advisors was a net buyer of stock by $8.9M.
  • Little Harbor Advisors has $203M in assets under management (AUM), dropping by 20.77%.
  • Central Index Key (CIK): 0001539639

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Portfolio Holdings for Little Harbor Advisors

Little Harbor Advisors holds 6 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
State Street SPDR S&P 500 ETF Trust Tr Unit (SPY) 79.5 $162M 217k 746.77
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Invesco QQQ Trust Series 1 Unit Ser 1 (QQQ) 12.2 $25M 34k 736.40
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State Street SPDR Bloomberg Short Term High Yield Bond ETF St Term High Etf (SJNK) 2.1 $4.2M -4% 171k 24.89
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iShares iBoxx USD High Yield Corporate Bond ETF Iboxx Hi Yd Etf (HYG) 2.1 $4.2M -4% 53k 79.56
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State Street SPDR Bloomberg High Yield Bond ETF St Bloo High Etf (JNK) 2.1 $4.2M NEW 44k 95.85
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Xtrackers USD High Yield Corporate Bond ETF Xtrack Usd High (HYLB) 2.0 $4.2M NEW 115k 36.32
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Past Filings by Little Harbor Advisors

SEC 13F filings are viewable for Little Harbor Advisors going back to 2021

View all past filings