LH
| |
Little Harbor Advisors, LLC13F | |
| Little Harbor Advisors, LLC | |
| Last update 2025-05-14 | 7 Stocks (0 new) |
| Value $162.00 Mil | Turnover 0 % |
Little Harbor Advisors, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 206,852 | 115,710.0 | -0.58% | 71.350 | -0.42% | 0.020 | +19.57% | +7.72% | 643,289.7 | ||
QQQ | INVESCO QQQ Trust | 24,143 | 11,320.0 | +3.44% | 6.980 | +0.23% | 0.000 | +26.52% | +10.07% | 357,775.2 | ||
SJNK |
SPDR Bloomberg Short Term High Yield Bond ETF
SPDR Bloomberg Short Term High Yield Bond ETF
| 285,663 | 7,190.0 | 0% | 4.430 | 0% | 0.170 | +4.52% | +4.25% | 4,723.2 | ||
BKLN | Invesco Senior Loan ETF | 345,705 | 7,160.0 | 0% | 4.420 | 0% | 0.120 | +4.15% | +3.41% | 7,037.5 | ||
SRLN | SPDR Blackstone Senior Loan ETF | 173,388 | 7,130.0 | 0% | 4.400 | 0% | 0.110 | +4.86% | +3.52% | 7,014.9 | ||
FTSL | FIRST TR EXCHANGE4 | 151,105 | 6,900.0 | 0% | 4.250 | 0% | 0.290 | +3.40% | +3.28% | 2,398.0 | ||
SHYG |
iShares 0-5 Year High Yield Corporate Bond ETF
iShares 0-5 Year High Yield Corporate Bond ETF
| 158,896 | 6,760.0 | 0% | 4.170 | 0% | 0.110 | +4.48% | +4.45% | 6,836.3 |
Little Harbor Advisors, LLC's Historical Top Holdings Breakdowns
Little Harbor Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -0.42% | 551.42 ($587.78) 612.93 | $627.58 | 6.77% | Reduce -0.58% | 206,852 | -1,209 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Add Add | +0.23% | 468.34 ($508.07) 539.52 | $561.26 | 10.47% | Add 3.44% | 24,143 | 804 | |
QQQ | INVESCO QQQ Trust | 2024-12-31 | Add Add | +1.37% | 481.59 ($506.19) 538.17 | $561.26 | 10.88% | Add 24.23% | 23,339 | 4,552 | |
SPY | SPDR S&P 500 ETF Trust | 2024-12-31 | Add Add | +0.89% | 567.8 ($589.49) 607.81 | $627.58 | 6.46% | Add 1.25% | 208,061 | 2,568 | |
BKLN | Invesco Senior Loan ETF | 2024-12-31 | Add Add | +0.23% | 20.98 ($21.09) 21.19 | $21.02 | -0.33% | Add 5.56% | 345,705 | 18,195 | |
FTSL | FIRST TR EXCHANGE4 | 2024-12-31 | Add Add | +0.22% | 45.9 ($46.22) 46.48 | $46.16 | -0.13% | Add 5.55% | 151,105 | 7,950 | |
SJNK |
SPDR Bloomberg Short Term High Yield Bond ETF
SPDR Bloomberg Short Term High Yield Bond ETF
| 2024-12-31 | Add Add | +0.22% | 25.09 ($25.48) 25.69 | $25.38 | -0.39% | Add 5.55% | 285,663 | 15,030 | |
SRLN | SPDR Blackstone Senior Loan ETF | 2024-12-31 | Add Add | +0.22% | 41.54 ($41.84) 42.08 | $41.57 | -0.65% | Add 5.55% | 173,388 | 9,120 | |
SHYG |
iShares 0-5 Year High Yield Corporate Bond ETF
iShares 0-5 Year High Yield Corporate Bond ETF
| 2024-12-31 | Add Add | +0.21% | 42.33 ($42.98) 43.3 | $42.94 | -0.09% | Add 5.55% | 158,896 | 8,355 | |
SVIX | 1x Short VIX Futures ETF | 2024-09-30 | Sold Out Sold Out | -1.94% | 19 ($34.76) 50.73 | $16.46 | -52.65% | Sold Out | 0 | -62,985 |
Little Harbor Advisors, LLC Total Holding History ($B)
Little Harbor Advisors, LLC's Asset Allocation
Little Harbor Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Little Harbor Advisors, LLC's Hypothetical Growth since 2025-03-31
Little Harbor Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Little Harbor Advisors, LLC's Holdings Heat Map
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Little Harbor Advisors, LLC's Holdings Bubble Chart
Little Harbor Advisors, LLC News
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