Bull Harbor Capital LLC — 13F Holdings & Portfolio

CIK 2135047 · latest 13F-HR filed 2026-08-10

Bull Harbor Capital LLC manages $512.8M in 13F-reported U.S. long-equity assets across 554 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (1.99%), MU (1.89%), AAPL (1.87%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 141 new positions, exited 47, added to 277, and trimmed 99.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
7101 WISCONSIN AVENUE
SUITE 1202
BETHESDA, MD 20814
Phone
(312) 404-5540
Filing Manager
Bull Harbor Capital LLC
BETHESDA, MD
Signatory
Vicki Shubert
Chief Operating Officer
Loading holdings…
AUM

$512.8M

Long-equity book

Holdings

554

Distinct positions

Period

2026-06-30

Filed 2026-08-10

Q/Q Activity

+141 / −47 / ↑277 / ↓99

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • MICRON TECHNOLOGY INC$6.5M +204.3%
  • MICROSOFT CORP$3.4M +56.8%
  • NVIDIA CORPORATION$2.7M +35.5%
  • WESTERN DIGITAL CORP$2.6M +122.1%
  • APPLE INC$2.6M +36.4%
Show all 277

Top Trims

  • PEPSICO INC-$1.1M -42.8%
  • SERVICENOW INC-$973.1K -66.5%
  • DANAHER CORP DEL-$878.6K -44.3%
  • MARSH & MCLENNAN COS INC-$829.9K -45.3%
  • BOOKING HOLDINGS INC-$821.2K -58.2%
Show all 99

New Positions

  • CBRE GROUP INC$4.2M
  • VANGUARD WORLD FD$1.9M
  • S&P GLOBAL INC$1.4M
  • RUBRIK INC.$1.2M
  • SYNOPSYS INC$1.2M
Show all 141

Exited Positions

  • S&P GLOBAL INC$1.3M
  • SALESFORCE INC$814.1K
  • LULULEMON ATHLETICA INC$758.3K
  • GENPACT LIMITED$752.9K
  • HONEYWELL INTL INC$691.4K
Show all 47
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION NVDA 67066G104 $10.2M 1.99% 50,919 SH
2 MICRON TECHNOLOGY INC MU 595112103 $9.7M 1.89% 8,401 SH
3 APPLE INC AAPL 037833100 $9.6M 1.87% 33,205 SH
4 MICROSOFT CORP MSFT 594918104 $9.5M 1.85% 25,400 SH
5 ISHARES TR IVV 464287200 $9.4M 1.83% 12,524 SH
6 BLACKROCK ETF TRUST DYNF 09290C103 $7.2M 1.40% 105,819 SH
7 FIRST TR EXCHNG TRADED FD VI GMAR 33740F482 $7.0M 1.36% 157,982 SH
8 AMAZON COM INC AMZN 023135106 $6.2M 1.22% 26,208 SH
9 COMFORT SYS USA INC FIX 199908104 $5.7M 1.11% 2,880 SH
10 BANK OF AMER CORP BAC 060505104 $5.0M 0.98% 88,558 SH
11 WESTERN DIGITAL CORP WDC 958102105 $4.8M 0.93% 7,465 SH
12 BROADCOM INC AVGO 11135F101 $4.6M 0.89% 12,128 SH
13 LAM RESEARCH CORP LRCX 512807306 $4.5M 0.87% 10,334 SH
14 CBRE GROUP INC CBRE 12504L109 $4.2M 0.82% 31,266 SH
15 HUNT J B TRANS SVCS INC JBHT 445658107 $4.1M 0.80% 14,088 SH
16 INTEL CORP INTC 458140100 $4.1M 0.79% 29,075 SH
17 ALPHABET INC GOOG 02079K107 $3.8M 0.75% 10,874 SH
18 BRISTOL-MYERS SQUIBB CO BMY 110122108 $3.8M 0.73% 65,358 SH
19 CENTENE CORP DEL CNC 15135B101 $3.8M 0.73% 58,556 SH
20 EDISON INTL EIX 281020107 $3.7M 0.72% 49,795 SH
21 GE AEROSPACE GE 369604301 $3.7M 0.72% 9,827 SH
22 ALPHABET INC GOOGL 02079K305 $3.4M 0.67% 9,575 SH
23 PG&E CORP PCG 69331C108 $3.3M 0.65% 198,733 SH
24 BLACKROCK ETF TRUST CORO 09290C764 $3.3M 0.63% 88,898 SH
25 GE VERNOVA INC GEV 36828A101 $3.1M 0.61% 2,677 SH
26 MERCK & CO INC MRK 58933Y105 $3.1M 0.60% 23,810 SH
27 CHUBB LIMITED CB H1467J104 $3.0M 0.58% 8,663 SH
28 BLACKROCK ETF TRUST BAI 09290C780 $2.9M 0.57% 55,245 SH
29 SANDISK CORP SNDK 80004C200 $2.8M 0.55% 1,245 SH
30 ELI LILLY & CO LLY 532457108 $2.8M 0.55% 2,357 SH
31 TECHNIPFMC PLC FTI G87110105 $2.8M 0.55% 42,259 SH
32 CISCO SYS INC CSCO 17275R102 $2.8M 0.54% 23,418 SH
33 AIRBNB INC ABNB 009066101 $2.6M 0.52% 18,468 SH
34 TERADYNE INC TER 880770102 $2.6M 0.51% 5,433 SH
35 WALMART INC WMT 931142103 $2.6M 0.51% 23,177 SH
36 TJX COS INC NEW TJX 872540109 $2.4M 0.47% 15,790 SH
37 PNC FINL SVCS GROUP INC PNC 693475105 $2.4M 0.46% 9,566 SH
38 FEDEX CORP FDX 31428X106 $2.3M 0.46% 7,477 SH
39 AMPHENOL CORP APH 032095101 $2.3M 0.44% 12,818 SH
40 MOLINA HEALTHCARE INC MOH 60855R100 $2.1M 0.42% 9,324 SH
41 GENERAL MTRS CO GM 37045V100 $2.1M 0.42% 27,638 SH
42 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $2.1M 0.41% 4,249 SH
43 PHILLIPS 66 PSX 718546104 $2.1M 0.41% 12,532 SH
44 META PLATFORMS INC META 30303M102 $2.1M 0.41% 3,760 SH
45 ISHARES TR GOVT 46429B267 $2.1M 0.41% 92,088 SH
46 NATERA INC NTRA 632307104 $2.1M 0.40% 7,574 SH
47 EMCOR GROUP INC EME 29084Q100 $2.0M 0.40% 2,450 SH
48 TESLA INC TSLA 88160R101 $2.0M 0.39% 4,799 SH
49 VERTIV HOLDINGS CO VRT 92537N108 $2.0M 0.39% 6,013 SH
50 JPMORGAN CHASE & CO JPM 46625H100 $2.0M 0.39% 6,136 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-10 $512.8M 554 0002135047-26-000006
2026-03-31 2026-05-18 $373.3M 458 0002135047-26-000004