BULL HARBOR CAPITAL LLC

PrivateCIK: 2135047
Location

BETHESDA, MD

458
Positions
$373.30M
Total AUM (reported)
4.69M
Total Shares

Allocation by class

TOTAL AUM$373.30M458 positions
COM$265.52M71.1%
CL A$18.12M4.9%
COM NEW$13.77M3.7%
CORE S&P500 ETF$7.49M2.0%
COM CL A$6.96M1.9%
SHS$6.07M1.6%
FT VEST U.S EQT$5.72M1.5%

Portfolio Concentration

Top 35.9%4–108.8%11–2511.3%Rest74.0%TOP 1014.7%0%100%
Top 3$22.05M5.9%
4–10$32.74M8.8%
11–25$42.13M11.3%
Rest$276.38M74.0%

Top 3 weight

5.9%

Top 10 weight

14.7%

Voting Authority Distribution

Total shares with voting rights: 4.69M

Sole

Full voting authority

4.69M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole458
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings458
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares43.11K
TypeSH
Market value$7.52M
2.01%
Sole
43.11K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE S&P500 ETF
Shares11.47K
TypeSH
Market value$7.49M
2.01%
Sole
11.47K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares27.75K
TypeSH
Market value$7.04M
1.89%
Sole
27.75K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares16.32K
TypeSH
Market value$6.04M
1.62%
Sole
16.32K
Shared
0.00
None
0.00

FIRST TR EXCHNG TRADED FD VI

SOLE
FT VEST U.S EQT
Shares137.31K
TypeSH
Market value$5.72M
1.53%
Sole
137.31K
Shared
0.00
None
0.00

BLACKROCK ETF TRUST

SOLE
ISHARES US EQUIT
Shares94.97K
TypeSH
Market value$5.53M
1.48%
Sole
94.97K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares20.44K
TypeSH
Market value$4.26M
1.14%
Sole
20.44K
Shared
0.00
None
0.00

COMFORT SYS USA INC

SOLE
COM
Shares2.90K
TypeSH
Market value$3.99M
1.07%
Sole
2.90K
Shared
0.00
None
0.00

BRISTOL-MYERS SQUIBB CO

SOLE
COM
Shares61.32K
TypeSH
Market value$3.72M
1.00%
Sole
61.32K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares11.25K
TypeSH
Market value$3.48M
0.93%
Sole
11.25K
Shared
0.00
None
0.00

EDISON INTL

SOLE
COM
Shares46.32K
TypeSH
Market value$3.39M
0.91%
Sole
46.32K
Shared
0.00
None
0.00

WALMART INC

SOLE
COM
Shares26.49K
TypeSH
Market value$3.29M
0.88%
Sole
26.49K
Shared
0.00
None
0.00

MICRON TECHNOLOGY INC

SOLE
COM
Shares9.43K
TypeSH
Market value$3.19M
0.85%
Sole
9.43K
Shared
0.00
None
0.00

PG&E CORP

SOLE
COM
Shares181.31K
TypeSH
Market value$3.19M
0.85%
Sole
181.31K
Shared
0.00
None
0.00

BANK AMERICA CORP

SOLE
COM
Shares62.51K
TypeSH
Market value$3.05M
0.82%
Sole
62.51K
Shared
0.00
None
0.00

MERCK & CO INC

SOLE
COM
Shares23.69K
TypeSH
Market value$2.85M
0.76%
Sole
23.69K
Shared
0.00
None
0.00

TECHNIPFMC PLC

SOLE
COM
Shares40.51K
TypeSH
Market value$2.80M
0.75%
Sole
40.51K
Shared
0.00
None
0.00

HUNT J B TRANS SVCS INC

SOLE
COM
Shares12.81K
TypeSH
Market value$2.72M
0.73%
Sole
12.81K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares9.35K
TypeSH
Market value$2.68M
0.72%
Sole
9.35K
Shared
0.00
None
0.00

CHUBB LTD SWITZ

SOLE
COM
Shares8.09K
TypeSH
Market value$2.64M
0.71%
Sole
8.09K
Shared
0.00
None
0.00

GE AEROSPACE

SOLE
COM NEW
Shares9.25K
TypeSH
Market value$2.62M
0.70%
Sole
9.25K
Shared
0.00
None
0.00

PEPSICO INC

SOLE
COM
Shares16.27K
TypeSH
Market value$2.53M
0.68%
Sole
16.27K
Shared
0.00
None
0.00

BLACKROCK ETF TRUST

SOLE
ISHARES INTL CTR
Shares77.29K
TypeSH
Market value$2.48M
0.67%
Sole
77.29K
Shared
0.00
None
0.00

FEDEX CORP

SOLE
COM
Shares6.74K
TypeSH
Market value$2.40M
0.64%
Sole
6.74K
Shared
0.00
None
0.00

LAM RESEARCH CORP

SOLE
COM NEW
Shares10.79K
TypeSH
Market value$2.31M
0.62%
Sole
10.79K
Shared
0.00
None
0.00
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