FLAGSHIP HARBOR ADVISORS, LLC

CIK
1691766
City
BOSTON
State / Country
MA

Top Portfolio Positions

354 positions · $719,930,929 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
283,457 $49,434,900 6.87%
AAPL
Apple Inc.
Technology
190,430 $48,329,229 6.71%
SPY
Spdr S&P 500 Etf Trust
72,294 $47,015,679 6.53%
AMZN
Amazon Com Inc
Consumer Cyclical
156,142 $32,519,694 4.52%
MSFT
Microsoft Corp
Technology
62,923 $23,292,206 3.24%
AVGO
Broadcom Inc.
Technology
51,817 $16,037,879 2.23%
GOOGL
Alphabet Inc.
Communication Services
53,928 $15,507,535 2.15%
JPM
Jpmorgan Chase & Co
Financial Services
49,619 $14,595,925 2.03%
QQQ
Invesco Qqq Trust, Series 1
25,125 $14,501,647 2.01%
TSLA
Tesla, Inc.
Consumer Cyclical
38,462 $14,298,248 1.99%

Holdings in ECAT

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Report Date Value (USD) Shares
2026-03-31 $7,584,511 558,506