Copper Harbor Investment Advisors, LLC
Copper Harbor Investment Advisors, LLC reported 95 positions worth $472.4M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: AVUS (7.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AVUS | SH | $33.5M | 7.10% | 261,754 | — | — | |
| ▸ 2 | AVEM | SH | $28.7M | 6.08% | 297,746 | — | — | |
| ▸ 3 | VO | SH | $27.1M | 5.74% | 336,762 | — | — | |
| ▸ 4 | VTV | SH | $26.1M | 5.51% | 119,536 | — | — | |
| ▸ 5 | AVDE | SH | $25.7M | 5.44% | 288,147 | — | — | |
| ▸ 6 | CGDV | SH | $22.1M | 4.69% | 449,239 | — | — | |
| ▸ 7 | VOT | SH | $21.7M | 4.60% | 70,970 | — | — | |
| ▸ 8 | VOO | SH | $19.0M | 4.01% | 27,598 | — | — | |
| ▸ 9 | VUG | SH | $17.7M | 3.74% | 205,074 | — | — | |
| ▸ 10 | FBCG | SH | $17.4M | 3.68% | 280,205 | — | — |
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Frequently Asked Questions
What stocks does Copper Harbor Investment Advisors, LLC hold as of Q2 2026?
Copper Harbor Investment Advisors, LLC reported 95 positions worth $472.4M in its Q2 2026 13F filing. Largest positions: AVUS (7.1%), AVEM (6.1%), VO (5.7%), VTV (5.5%) and AVDE (5.4%).
What did Copper Harbor Investment Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Copper Harbor Investment Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.