Harpswell Capital Advisors, LLC
Annual return '25
+16.7%
SPY '25
+17.7%
Alpha
-1.0ptsvs SPY
Invested
$134.3M
Holdings
36
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VSGX
VANGUARD WORLD FD
Q1 2026: New position (3.3k shares)
30.6%
02
$ESGV
VANGUARD WORLD FD
Q1 2026: New position (22.7k shares)
10.7%
03
$BND
VANGUARD BD INDEX FDS
Q1 2026: New position (6.1k shares)
10.2%
04
$AGG
ISHARES TR
Held since at least Q1 2024
7.7%
05
$VUSB
VANGUARD BD INDEX FDS
Held since at least Q1 2024
4.8%
06
$VT
VANGUARD INTL EQUITY INDEX F
Q1 2026: New position (13.9k shares)
4.4%
07
$CGDV
CAPITAL GROUP DIVIDEND VALUE
Held since at least Q1 2024
4.4%
08
$CGGR
CAPITAL GROUP GROWTH ETF
Held since at least Q1 2024
2.9%
09
$GOF
GUGGENHEIM STRATEGIC OPPORTU
Held since at least Q1 2024
2.7%
10
$INDA
ISHARES TR
Held since at least Q1 2024
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:44 UTC.