STAGE HARBOR FINANCIAL, LLC

CIK

1934721

Location

WESTWOOD, MA

Portfolio Value

Micro $5,198,191

Diversification

Diversified

Filing Date

Global Rank

#7,974 / 8,232 ▲ 154

Top Industry

Semiconductors 21.7%

3Y Alpha vs SPY

-5.6%

Period ended 2 months ago

Filed May 4, 2026 · 41d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+36.9%

SPY

+52.9%

Annualised alpha

-5.5%

Max drawdown

−24.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

13 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

18.8%

+0.5 pts

Top 5

54.0%

−2.1 pts

Top 10

86.8%

+1.9 pts

HHI

941

Diversified+3

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	35.4%	$1,840,028	3
Communication Services	20.4%	$1,061,694	3
Consumer Cyclical	16.6%	$863,766	2
Unclassified	13.6%	$705,538	2
Financial Services	5.3%	$275,945	1
Industrials	4.8%	$248,986	1
Energy	3.9%	$202,234	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	+545	3,429	$329,698
BA	Boeing Co	+92	1,251	$248,986
GOOGL	Alphabet Inc.	+74	1,119	$321,779
TSLA	Tesla, Inc.	+44	1,040	$386,620
META	Meta Platforms, Inc.	+41	717	$410,217
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−627	5,599	$976,465
MSFT	Microsoft Corp	−410	1,275	$471,966
AMZN	Amazon Com Inc	−331	2,291	$477,146
AAPL	Apple Inc.	−181	1,543	$391,597
V	Visa Inc.	−62	913	$275,945
SPY	Spdr S&P 500 ETF Trust	−36	721	$468,895
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
XOM	Exxon Mobil Corp	1,192	$202,234
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
AVGO	Broadcom Inc.	677	$234,309
ORCL	Oracle Corp	1,144	$222,977
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

13 positions · $5,198,191 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Energy Financial Services Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	5,599	-627	$976,465	−15.9%	18.78%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,291	-331	$477,146	−21.2%	9.18%
MSFT	Microsoft Corp Technology	Reduced	1,275	-410	$471,966	−42.1%	9.08%
SPY	Spdr S&P 500 ETF Trust	Reduced	721	-36	$468,895	−9.2%	9.02%
META	Meta Platforms, Inc. Communication Services	Added	717	+41	$410,217	−8.1%	7.89%
AAPL	Apple Inc. Technology	Reduced	1,543	-181	$391,597	−16.4%	7.53%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,040	+44	$386,620	−13.7%	7.44%
NFLX	Netflix Inc Communication Services	Added	3,429	+545	$329,698	+21.9%	6.34%
GOOGL	Alphabet Inc. Communication Services	Added	1,119	+74	$321,779	−1.6%	6.19%
V	Visa Inc. Financial Services	Reduced	913	-62	$275,945	−19.3%	5.31%
BA	Boeing Co Industrials	Added	1,251	+92	$248,986	−1.1%	4.79%
QQQ	Invesco Qqq Trust, Series 1	Held	410	0	$236,643	−6.0%	4.55%
XOM	Exxon Mobil Corp Energy	NEW	1,192	NEW	$202,234	NEW	3.89%