Safe Harbor Family Capital, LLC

The portfolio exhibits a high degree of diversification at the index level but demonstrates specific, active tilts within the individual stock holdings. With the top ten positions accounting for roughly 74% of the total portfolio value, the manager relies heavily on passive exposure for capital appreciation while using the remaining capital to express specific convictions on sectors like data centers, residential housing, and large-cap technology.

2. Key Holdings

The portfolio is heavily weighted toward its top three positions, which collectively represent nearly 57% of the total assets.