CIK 1035463
BAR HARBOR WEALTH MANAGEMENT
Institutional 13F holdings & portfolio
Holdings
258
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 258
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ORCL | ORACLE CORP | 5K | $500K+ | SH |
| SPGI | S&P GLOBAL INC | 2K | $500K+ | SH |
| IWR | ISHARES TR | 9K | $500K+ | SH |
| T | AT&T INC | 35K | $500K+ | SH |
| MRSH | MARSH & MCLENNAN COS INC | 5K | $500K+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 1K | $500K+ | SH |
| GIS | GENERAL MLS INC | 18K | $500K+ | SH |
| AXP | AMERICAN EXPRESS CO | 2K | $500K+ | SH |
| RYAN | RYAN SPECIALTY HOLDINGS INC | 15K | $500K+ | SH |
| BX | BLACKSTONE INC | 5K | $500K+ | SH |
| LIN | LINDE PLC | 2K | $500K+ | SH |
| ACN | ACCENTURE PLC IRELAND | 3K | $500K+ | SH |
| YUM | YUM BRANDS INC | 5K | $500K+ | SH |
| VOO | VANGUARD INDEX FDS | 1K | $500K+ | SH |
| CARR | CARRIER GLOBAL CORPORATION | 13K | $500K+ | SH |
| QCOM | QUALCOMM INC | 4K | $500K+ | SH |
| DUK | DUKE ENERGY CORP NEW | 6K | $500K+ | SH |
| GPC | GENUINE PARTS CO | 5K | $500K+ | SH |
| IVW | ISHARES TR | 5K | $500K+ | SH |
| HYG | ISHARES TR | 8K | $500K+ | SH |
| DE | DEERE & CO | 1K | $500K+ | SH |
| NVO | NOVO-NORDISK A S | 12K | $500K+ | SH |
| CI | THE CIGNA GROUP | 2K | $500K+ | SH |
| PGR | PROGRESSIVE CORP | 3K | $500K+ | SH |
| VTI | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| NKE | NIKE INC | 9K | $500K+ | SH |
| PSX | PHILLIPS 66 | 4K | $500K+ | SH |
| BK | BANK NEW YORK MELLON CORP | 5K | $500K+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 3K | $500K+ | SH |
| CTAS | CINTAS CORP | 3K | $500K+ | SH |
| IWM | ISHARES TR | 2K | $500K+ | SH |
| KMB | KIMBERLY-CLARK CORP | 5K | $500K+ | SH |
| MCO | MOODYS CORP | 1K | $500K+ | SH |
| EQIX | EQUINIX INC | 706 | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 3K | $500K+ | SH |
| MPC | MARATHON PETE CORP | 3K | $500K+ | SH |
| GEV | GE VERNOVA INC | 785 | $500K+ | SH |
| MUB | ISHARES TR | 5K | $500K+ | SH |
| MTB | M & T BK CORP | 2K | $100K–$500K | SH |
| PFF | ISHARES TR | 16K | $100K–$500K | SH |
| SO | SOUTHERN CO | 5K | $100K–$500K | SH |
| VB | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| TRV | TRAVELERS COMPANIES INC | 2K | $100K–$500K | SH |
| INTC | INTEL CORP | 13K | $100K–$500K | SH |
| TD | TORONTO DOMINION BK ONT | 5K | $100K–$500K | SH |
| MMU | WESTERN ASSET MANAGED MUNS F | 42K | $100K–$500K | SH |
| TIP | ISHARES TR | 4K | $100K–$500K | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 6K | $100K–$500K | SH |
| NVS | NOVARTIS AG | 3K | $100K–$500K | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |