Live Markets
Saturday, September 12, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

BAR HARBOR WEALTH MANAGEMENT

Quarter ended Q3 2025 · Filed October 15, 2025 · Accession 0001035463-25-000006

Total Value
$1.67B
Positions
257
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (257)

#IssuerTicker / CUSIPSharesValue% of Filing
1SELECT SECTOR SPDR TR81369Y803470,263$132.5M7.96%
2ISHARES TR464287200103,334$69.2M4.15%
3APPLE INCAAPL246,103$62.7M3.76%
4ISHARES TR464287226622,586$62.4M3.75%
5ELI LILLY & COLLY72,327$55.2M3.31%
6MICROSOFT CORPMSFT76,538$39.6M2.38%
7JOHNSON & JOHNSONJNJ206,778$38.3M2.30%
8ALPHABET INCGOOG139,384$33.9M2.03%
9SELECT SECTOR SPDR TR81369Y407135,668$32.5M1.95%
10COSTCO WHSL CORP NEW22160K10534,682$32.1M1.93%
11VANGUARD TAX-MANAGED FDS921943858531,857$31.9M1.91%
12ISHARES TR464287507481,559$31.4M1.89%
13ISHARES TR464287804236,055$28.1M1.68%
14JPMORGAN CHASE & CO.VYLD78,362$24.7M1.48%
15EXXON MOBIL CORPXOM217,449$24.5M1.47%
16SELECT SECTOR SPDR TR81369Y704155,881$24.0M1.44%
17SELECT SECTOR SPDR TR81369Y605445,564$24.0M1.44%
18CATERPILLAR INCCAT46,787$22.3M1.34%
19INVESCO QQQ TRIVZ36,411$21.9M1.31%
20INTERNATIONAL BUSINESS MACHSINTR74,444$21.0M1.26%
21ABBVIE INCABBV89,402$20.7M1.24%
22ISHARES TR464288646388,360$20.6M1.24%
23ABBOTT LABSABLZF137,670$18.4M1.11%
24SELECT SECTOR SPDR TR81369Y209128,854$17.9M1.08%
25BERKSHIRE HATHAWAY INC DELBRK-A33,391$16.8M1.01%
26AMAZON COM INCAMZN75,888$16.7M1.00%
27WALMART INCWMT153,654$15.8M0.95%
28SIMPLIFY EXCHANGE TRADED FUN82889N525309,138$15.6M0.93%
29TJX COS INC NEW872540109101,283$14.6M0.88%
30ISHARES TR464288638267,860$14.5M0.87%
31NVIDIA CORPORATIONNVDA74,652$13.9M0.84%
32NELNET INCNNI110,594$13.9M0.83%
33AUTOMATIC DATA PROCESSING INADP46,918$13.8M0.83%
34SANDSTORM GOLD LTD80013R2061,076,957$13.5M0.81%
35MERCK & CO INCMRK160,410$13.5M0.81%
36BLACKROCK ETF TRUST IIBLK258,957$13.5M0.81%
37BAR HBR BANKSHARES066849100435,667$13.3M0.80%
38MEDTRONIC PLCMDT137,386$13.1M0.79%
39SELECT SECTOR SPDR TR81369Y308165,422$13.0M0.78%
40CHEVRON CORP NEWCVX83,081$12.9M0.77%
41TEXAS PACIFIC LAND CORPORATITPL12,494$11.7M0.70%
42VANGUARD INTL EQUITY INDEX F922042858215,251$11.7M0.70%
43PROCTER AND GAMBLE CO74271810971,381$11.0M0.66%
44UNION PAC CORPUNP46,315$10.9M0.66%
45SYSCO CORPSYY125,553$10.3M0.62%
46BROWN & BROWN INCBRO109,246$10.2M0.62%
47AAON INCAAON109,410$10.2M0.61%
48FTAI AVIATION LTDFTAIN61,062$10.2M0.61%
49BENTLEY SYS INCBSY194,918$10.0M0.60%
50SELECT SECTOR SPDR TR81369Y85284,521$10.0M0.60%
51HOME DEPOT INCHD24,685$10.0M0.60%
52EMERSON ELEC COEMR75,164$9.9M0.59%
53STEVANATO GROUP S P ASTVN378,491$9.7M0.58%
54ISHARES TR46428715064,381$9.4M0.56%
55COLGATE PALMOLIVE COCL107,188$8.6M0.51%
56SPDR S&P 500 ETF TRSPY12,495$8.3M0.50%
57DOLLAR GEN CORP NEW25667710580,127$8.3M0.50%
58SELECT SECTOR SPDR TR81369Y88694,091$8.2M0.49%
59MASTERCARD INCORPORATEDMA14,378$8.2M0.49%
60SELECT SECTOR SPDR TR81369Y50687,337$7.8M0.47%
61PEPSICO INCPEP55,517$7.8M0.47%
62VERIZON COMMUNICATIONS INCVZ169,123$7.4M0.45%
63LAM RESEARCH CORPLRCX52,391$7.0M0.42%
64REGENERON PHARMACEUTICALSREGN12,280$6.9M0.41%
65ARISTA NETWORKS INCANET44,843$6.5M0.39%
66CISCO SYS INCCSCO89,410$6.1M0.37%
67SELECT SECTOR SPDR TR81369Y10067,882$6.1M0.37%
68WASTE MGMT INC DEL94106L10926,816$5.9M0.36%
69EQUITY LIFESTYLE PPTYS INC29472R10897,335$5.9M0.35%
70CHUBB LIMITEDCB20,460$5.8M0.35%
71FIRST AMERN FINL CORP31847R10289,010$5.7M0.34%
72BANK AMERICA CORP060505104110,545$5.7M0.34%
73EATON CORP PLCETN15,177$5.7M0.34%
74L3HARRIS TECHNOLOGIES INCLHX18,223$5.6M0.33%
75BROADCOM INCAVGO16,808$5.5M0.33%
76VANGUARD SCOTTSDALE FDS92206C40969,116$5.5M0.33%
77AMPHENOL CORP NEW03209510144,100$5.5M0.33%
78DANAHER CORPORATION23585110226,303$5.2M0.31%
79ALPHABET INCGOOG21,347$5.2M0.31%
80ISHARES TR46428724244,921$5.0M0.30%
81META PLATFORMS INCMETA6,798$5.0M0.30%
82PARKER-HANNIFIN CORPPH6,311$4.8M0.29%
83DISNEY WALT CO25468710641,600$4.8M0.29%
84MCDONALDS CORPMCD14,863$4.5M0.27%
85AMERICAN TOWER CORP NEW03027X10023,466$4.5M0.27%
86PFIZER INCPFE173,504$4.4M0.27%
87ASML HOLDING N VASMLF4,522$4.4M0.26%
88KINDER MORGAN INC DELEP-PC154,274$4.4M0.26%
89INTERCONTINENTAL EXCHANGE IN45866F10425,315$4.3M0.26%
90AMRIZE LTDAMRZ84,913$4.1M0.25%
91COCA COLA COKO61,768$4.1M0.25%
92EASTGROUP PPTYS INC27727610123,668$4.0M0.24%
93RTX CORPORATIONRTX22,666$3.8M0.23%
94VISA INCV10,799$3.7M0.22%
95PALO ALTO NETWORKS INCPANW17,837$3.6M0.22%
96ROCKWELL AUTOMATION INCROK10,229$3.6M0.21%
97DOMINION ENERGY INCD57,786$3.5M0.21%
98VANGUARD INDEX FDS92290862912,023$3.5M0.21%
99ADOBE INCADBE9,830$3.5M0.21%
100HONEYWELL INTL INC43851610615,888$3.3M0.20%
101BOOKING HOLDINGS INCBKNG609$3.3M0.20%
102BALL CORPBALL65,068$3.3M0.20%
103SALESFORCE INCCRM13,747$3.3M0.20%
104QUEST DIAGNOSTICS INCDGX16,582$3.2M0.19%
105SELECT SECTOR SPDR TR81369Y86074,523$3.1M0.19%
106THERMO FISHER SCIENTIFIC INCTMO6,275$3.0M0.18%
107AUTOZONE INCAZO683$2.9M0.18%
108EQUINIX INCEQIX3,713$2.9M0.17%
109GSK PLCGLAXF67,092$2.9M0.17%
110BAKER HUGHES COMPANYBKR57,066$2.8M0.17%
111TRACTOR SUPPLY COTSCO48,417$2.8M0.17%
112TIMKEN COTKR36,031$2.7M0.16%
113CSX CORPCSX75,790$2.7M0.16%
114NEXTERA ENERGY INCNEE-PW35,351$2.7M0.16%
115HEWLETT PACKARD ENTERPRISE CHPE-PC108,032$2.7M0.16%
116ANALOG DEVICES INCADI10,766$2.6M0.16%
117FEDEX CORPFDX10,874$2.6M0.15%
118NUVEEN MUN VALUE FD INCNU280,363$2.5M0.15%
119ISHARES TR46428746526,296$2.5M0.15%
120ULTA BEAUTY INCULTA4,416$2.4M0.14%
121AIR PRODS & CHEMS INCAIIR8,716$2.4M0.14%
122UNITED PARCEL SERVICE INCUPS28,024$2.3M0.14%
123VALERO ENERGY CORPVLO13,464$2.3M0.14%
124LOWES COS INC5486611078,741$2.2M0.13%
125ISHARES TR46428755614,893$2.2M0.13%
126PROLOGIS INC.PLDGP18,670$2.1M0.13%
127ACCENTURE PLC IRELANDACN8,643$2.1M0.13%
128UNITEDHEALTH GROUP INCUNH6,094$2.1M0.13%
129NORFOLK SOUTHN CORP6558441086,456$1.9M0.12%
130GE HEALTHCARE TECHNOLOGIES IGEHC23,209$1.7M0.10%
131BRISTOL-MYERS SQUIBB COCELG-RI38,190$1.7M0.10%
132PHILIP MORRIS INTL INC71817210910,226$1.7M0.10%
133NETFLIX INCNFLX1,373$1.6M0.10%
134TEXAS INSTRS INC8825081048,453$1.6M0.09%
135ISHARES TR46428723428,593$1.5M0.09%
136BLACKROCK INCBLK1,297$1.5M0.09%
1373M COMMM9,250$1.4M0.09%
138APPLIED MATLS INC0382221056,936$1.4M0.09%
139ORACLE CORPORCL-PD5,045$1.4M0.09%
140SPDR SERIES TRUST78464A76310,076$1.4M0.08%
141GE AEROSPACE3696043014,309$1.3M0.08%
142ILLINOIS TOOL WKS INC4523081094,759$1.2M0.07%
143AT&T INCT-PC43,611$1.2M0.07%
144RYAN SPECIALTY HOLDINGS INCRYAN21,597$1.2M0.07%
145ISHARES TR46432F84213,540$1.2M0.07%
146SYNOPSYS INCSNPS2,314$1.1M0.07%
147AMETEK INCAME5,591$1.1M0.06%
148ISHARES TR4642871687,337$1.0M0.06%
149ISHARES INC46428678016,009$1.0M0.06%
150ECOLAB INCECL3,746$1.0M0.06%
151STARBUCKS CORPSBUX11,145$942,8670.06%
152MARSH & MCLENNAN COS INC5717481024,621$931,2700.06%
153UBER TECHNOLOGIES INCUBER9,441$924,9350.06%
154GENERAL MLS INC37033410417,693$892,0810.05%
155LOCKHEED MARTIN CORPLMT1,769$883,1020.05%
156S&P GLOBAL INCSPGI1,756$854,6630.05%
157BLACKSTONE INCBX4,974$849,8080.05%
158NOVO-NORDISK A SNONOF14,782$820,2530.05%
159ISHARES TR4642873096,542$789,7500.05%
160KIMBERLY-CLARK CORPKMB6,307$784,2120.05%
161CARRIER GLOBAL CORPORATIONCARR13,128$783,7420.05%
162DUKE ENERGY CORP NEWDUKB6,258$774,4280.05%
163YUM BRANDS INCYUM4,864$739,3280.04%
164GENUINE PARTS COGPC5,318$737,0750.04%
165LINDE PLCLIN1,512$718,2000.04%
166DUPONT DE NEMOURS INCDD9,207$717,2250.04%
167AMERICAN EXPRESS COAXP2,152$714,8080.04%
168NIKE INCNKE10,155$708,1080.04%
169AMGEN INCAMGN2,441$688,8500.04%
170QUALCOMM INCQCOM3,965$659,6170.04%
171LULULEMON ATHLETICA INCLULU3,649$649,2670.04%
172ISHARES TR4642885137,977$647,6530.04%
173VANGUARD INDEX FDS9229083631,050$642,9990.04%
174CINTAS CORPCTAS3,100$636,3060.04%
175DEERE & CODE1,391$636,0490.04%
176MARATHON PETE CORPMARA3,292$634,5000.04%
177PHILLIPS 66PSX4,612$627,3240.04%
178VANGUARD INDEX FDS9229087691,795$589,0650.04%
179MOODYS CORPMCO1,210$576,5410.03%
180M & T BK CORP55261F1042,896$572,3080.03%
181ISHARES TR4642874995,705$550,8180.03%
182PNC FINL SVCS GROUP INC6934751052,722$546,9310.03%
183ISHARES TR4642876552,256$545,8620.03%
184BANK NEW YORK MELLON CORP0640581004,891$532,9230.03%
185SOUTHERN COSOMN5,457$517,1600.03%
186TORONTO DOMINION BK ONTTORO6,076$485,7760.03%
187VANGUARD INDEX FDS9229087511,884$479,0640.03%
188ISHARES TR4642884144,469$475,9040.03%
189TRAVELERS COMPANIES INCTRV1,627$454,2910.03%
190ISHARES TR46428868714,168$447,9920.03%
191XCEL ENERGY INCXELLL5,389$434,6230.03%
192INTEL CORPINTC12,890$432,4600.03%
193WESTERN ASSET MANAGED MUNS F95766M10541,682$430,9920.03%
194UNILEVER PLCUNLYF7,110$421,4810.03%
195GE VERNOVA INCGEV677$416,2870.02%
196ADVANCED MICRO DEVICES INCAMD2,514$406,7400.02%
197DOW INCDOW17,567$402,8110.02%
198INVESCO EXCHANGE TRADED FD TIVZ2,099$398,1800.02%
199FIRST TR EXCHANGE TRADED FD33738R5065,920$398,1790.02%
200ISHARES TR4642875723,317$398,0730.02%
201WISDOMTREE TRWT5,721$394,4060.02%
202NOVARTIS AGNVSEF3,063$392,7990.02%
203CONOCOPHILLIPSCOP4,152$392,7380.02%
204ISHARES TR4642876064,017$385,1900.02%
205SPDR SERIES TRUST78464A28415,248$380,1330.02%
206WELLS FARGO CO NEW9497461014,480$375,5140.02%
207AMERICAN WTR WKS CO INC NEW0304201032,689$374,2820.02%
208ISHARES TR4642871763,334$370,8070.02%
209OTIS WORLDWIDE CORPOTIS3,995$365,2630.02%
210MONDELEZ INTL INC6092071055,635$352,0180.02%
211DOVER CORPDOV2,103$350,8430.02%
212ALTRIA GROUP INCMO5,175$341,8610.02%
213GILEAD SCIENCES INCGILD2,919$324,0090.02%
214METLIFE INCMET-PF3,909$321,9840.02%
215CLOROX CO DELCLX2,607$321,4430.02%
216ISHARES TR4642888022,342$317,6920.02%
217EVERSOURCE ENERGYES4,325$307,6810.02%
218ZIMMER BIOMET HOLDINGS INCZBH3,120$307,3200.02%
219THE CIGNA GROUP1255231001,065$306,9860.02%
220ISHARES TR464287622822$300,4250.02%
221SPDR S&P MIDCAP 400 ETF TRMDY504$300,3990.02%
222GENERAL DYNAMICS CORPGD862$293,9420.02%
223MCKESSON CORPMCK373$288,1570.02%
224NVR INCNVR35$281,2130.02%
225STATE STR CORPSTT-PG2,404$278,8880.02%
226CONSOLIDATED EDISON INCED2,694$270,8010.02%
227ALLSTATE CORPALL-PJ1,224$262,7320.02%
228SCHLUMBERGER LTDSLB7,442$255,7820.02%
229AFLAC INCAFL2,260$252,4420.02%
230DTE ENERGY CODTK1,779$251,6040.02%
231ISHARES TR4642874811,760$250,6420.02%
232ISHARES TR4642877051,923$249,4520.01%
233HANOVER INS GROUP INC4108671051,360$247,0170.01%
234T-MOBILE US INCTMUSZ1,026$245,6040.01%
235OGE ENERGY CORPOGE5,232$242,0850.01%
236ISHARES TR4642878871,667$235,8810.01%
237ISHARES TR4642876711,419$233,4820.01%
238HARBOR ETF TRUST41151J1094,876$226,1000.01%
239AMERIPRISE FINL INC03076C106449$220,5710.01%
240WELLTOWER INCWELL1,226$218,4000.01%
241ISHARES TR4642886611,823$217,8670.01%
242ISHARES TR46428822413,872$214,7390.01%
243VANGUARD SPECIALIZED FUNDS921908844995$214,7110.01%
244ZOETIS INCZTS1,440$210,7010.01%
245COMCAST CORP NEWCCZ6,617$207,9060.01%
246NEUBERGER BERMAN MUN FD INC64124P10119,865$205,0070.01%
247GRAINGER W W INC384802104213$202,9800.01%
248PURECYCLE TECHNOLOGIES INCPCTTW15,400$202,5100.01%
249ESSENTIAL UTILS INC29670G1025,068$202,2130.01%
250NUVEEN AMT FREE QLTY MUN INCNU17,711$201,7280.01%
251INVESCO MUN OPPORTUNITY TRIVZ19,795$191,4180.01%
252NUVEEN QUALITY MUNCP INCOMENU13,025$152,2620.01%
253EATON VANCE MUNI INCOME TRUSETN13,413$148,4820.01%
254BLACKROCK MUNIYILD QULT FD IBLK12,305$143,3530.01%
255INVESCO QUALITY MUN INCOME TIVZ13,348$131,4780.01%
256BNY MELLON MUN BD INFRASTRUC09662W10912,075$129,2030.01%
257WESTERN ASSET INTER MUNI FD95843510915,110$119,5200.01%