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CIK: 0001539639
Total reported value
$203.4M
$203.4M
7 檔
76.5%
In Q4 2024, Little Harbor Advisors, LLC's U.S. equity holdings reached a combined market value of $203.4M, distributed across 7 disclosed stock positions.
In Q4 2024, Little Harbor Advisors, LLC displayed an active expansion posture, initiating 0 new positions and adding to 7 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 72.00% | -3.66% | +1.25% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.05% | +0.69% | +24.23% | |
| 3 | BKLN | Invesco Senior Loan ETF | ETF-Other | 4.30% | — | +5.56% | |
| 4 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 4.27% | — | +5.55% | |
| 5 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 4.26% | -0.57% | +5.55% | |
| 6 | FTSL | First Trust Senior Loan ETF | ETF-Other | 4.13% | — | +5.55% | |
| 7 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 4.00% | — | +5.55% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +1.4% | +24.23% | Add |
| 2 | FTSL | First Trust Senior Loan ETF | +0.1% | +5.55% | Add |
| 3 | BKLN | Invesco Senior Loan ETF | 0% | +5.56% | Add |
| 4 | SRLN | Ss Blackstone Sr Loan ETF | 0% | +5.55% | Add |
| 5 | SHYG | Ishares 0-5 Yr Hy CORP Bond | -0.1% | +5.55% | Add |
| 6 | SJNK | Ss Spdr Bb St Hi Yield ETF | -0.1% | +5.55% | Add |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.3% | +1.25% | Add |
According to official SEC Form 13F filings, Little Harbor Advisors, LLC reported a total U.S. public equity portfolio value of $203.4M across 7 disclosed positions in Q4 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, QQQ, BKLN) accounted for 76.5% of total reported equity market value during Q4 2024.
During Q4 2024, Little Harbor Advisors, LLC's top holdings by market value included SPY (72.0%)、QQQ (7.0%)、BKLN (4.3%). The largest single position, SPY, represented 72.0% of total portfolio value.
In Q4 2024, Little Harbor Advisors, LLC made 7 total portfolio adjustments, initiating 0 new buys, adding to 7 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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