Copper Harbor Investment Advisors, LLC
All 13F Filings
- Location
- Appleton, WI
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 486,060
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/16/2026 | 99 | 486,060 | 13F-HR | Copper Harbor Investment Advisors, LLC |
| Q2 2026 | 7/23/2026 | 95 | 472,412 | 13F-HR | Copper Harbor Investment Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 84.46 K | 17.4% | 10.33 K | 0 | 10.33 K |
| ETFs | 397.7 K | 81.8% | 1.779 K | 0 | 1.779 K |
| Debt | 3.858 K | 0.8% | 1.539 K | 0 | 1.539 K |
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Fund Snapshot
Q3 2026
Latest filed
10/16/2026
Total value ($000)
486,060
Holdings
99
QoQ value change ($000)
13,648
(2.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.