Harpswell Capital Advisors, LLC
Long book
$134.3M
Q1 2026
Positions
36
Top-10 weight
81%
concentration
Last quarter
+9.9%
SPY +14.8%
Turnover
11%
of book per quarter
Strategy in plain words
auto-generated from filingsHarpswell Capital Advisors, LLC is a wealth-management firm allocating client money, running a $134.3M US long book across 36 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: VANGUARD ESG INTL STOCK ETF, VANGUARD ESG US STOCK ETF, VANGUARD TOTAL BOND MARKET, ISHARES CORE U.S. AGGREGATE, VANGUARD ULTRA SHORT BOND ET.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q3 2025
+3.5%
Q4 2025
-1.6%
Q1 2026
+9.9%
Sector allocation
Utilities 100%
Long book by quarter
What does Harpswell Capital own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|