Harpswell Capital Advisors, LLC - Portfolio overview

Harpswell Capital Advisors, LLC has 44 reported holdings in this dataset, with the latest filing dated 2026-04-10.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Utilities.

Largest reported holdings by portfolio allocation

1. VSGX - VANGUARD WORLD FD, 29.85%
2. ESGV - VANGUARD WORLD FD, 10.48%
3. BND - VANGUARD BD INDEX FDS, 9.92%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.