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LSEQ

Harbor Long-Short Equity ETF (LSEQ)
1W: +0.1% 1M: -1.8% 3M: +14.8% YTD: +13.8% 1Y: +13.4%
$31.78
+0.00 (+0.00%)
After Hours: $35.41 (+3.63, +11.42%)
ETF AMEX · AUM $20.1M
ETF-Level Metrics
AUM$20M
Holdings157
Top 10 Wt27.2%
Beta0.35
% Profitable78%
Coverage46%
Portfolio Valuation
P/E28.1
P/B26.8
P/S-3.3
EV/EBITDA22.5
P/FCF-63.0
PEG1.62
Profitability & Returns
Gross Margin-21.4%
Net Margin-10.9%
ROE214.0%
ROA-23.5%
ROIC-43.1%
Div Yield2.03%
Leverage & Liquidity
Debt/Equity-1.01
Debt/Assets0.43
Net Debt/EBITDA-2.6x
Interest Cov-7.6x
Current Ratio0.21
Quick Ratio-2.25
Growth (YoY)
Revenue-4.8%
Net Income+79.1%
EPS+77.0%
FCF+116.0%
EBITDA+36.8%
Rev CAGR 3Y-14.8%
Quality Scores
Piotroski F6.6
Altman Z141.17
IS Quality87.2
IS Overall58.8
IS Value62.2
Median P/E22.6

Sector Breakdown

11 sectors
Sector # Holdings Total Weight % Avg P/E
Healthcare 33 14.6% 20.5
Basic Materials 12 9.6% 10.0
Energy 10 8.6% 25.0
Financial Services 2 7.7%
Industrials 11 7.4% 31.9
Other 6 6.7%
Utilities 7 6.4% 6.8
Communication Services 13 3.5% 16.5
Consumer Defensive 6 0.7% 24.6
Consumer Cyclical 23 -4.9% 17.5
Technology 34 -5.0% -19.1

Smart Money Overlap

13 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
FCX Freeport-McMoRan Inc. 2.17% 4 Bullish 2 2 +30.2%
JNJ Johnson & Johnson 1.69% 4 Bullish 12 2 -2.7%
WMT Walmart Inc. 1.45% 4 Bullish 21 3 -1.1%
CAH Cardinal Health, Inc. 1.16% 4 Bullish 1 1 -2.6%
ILMN Illumina, Inc. 1.06% 4 Bullish 12 1 -3.0%
CRS Carpenter Technology Corporation 0.83% 4 Bullish 10 5 +8.6%
HAL Halliburton Company 0.80% 4 Bullish 16 1 +2.0%
ATO Atmos Energy Corporation 0.75% 4 Bullish 1 1 +6.1%
FDX FedEx Corporation 0.66% 4 Bullish 7 1 +14.8%
CSCO Cisco Systems, Inc. 0.59% 4 Bullish 5 6 -1.6%
IP International Paper Company -1.37% 4 Bullish 8 1 -5.3%
MSFT Microsoft Corporation -1.44% 4 Bullish 1 23 -5.0%
TTD The Trade Desk, Inc. -1.54% 4 Bullish 10 5 -4.2%
Showing 50 of 157 holdings · Page 1 of 4
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 ISHARES SILVER TRUST SLV 4.31% $613,766 8,934 $33.3B Financial Services
2 WARNER BROS DISCOVERY INC WBD 3.96% $564,477 20,639 93.3 $68.0B Communication Services
3 SPDR GOLD SHARES GLD 3.37% $480,319 1,080 $154.7B Financial Services
4 NEWMONT CORP NEM 2.41% $343,272 3,222 15.0 $104.5B Basic Materials
5 ANGLOGOLD ASHANTI PLC Private AU.L 2.36% $336,115 3,638
6 ROYAL GOLD INC RGLD 2.31% $329,585 1,359 37.1 $14.1B Basic Materials
7 FREEPORT-MCMORAN INC FCX 2.17% $309,356 5,579 34.2 $74.9B Basic Materials
8 ADT INC ADT 2.15% $306,451 46,858 8.3 $5.0B Industrials
9 MDU RESOURCES GROUP INC MDU 2.10% $299,857 14,735 21.1 $4.0B Industrials
10 P G & E CORP PCG 2.05% $291,738 16,056 14.2 $38.1B Utilities
11 LYFT INC-A LYFT 2.03% $289,753 21,527 1.9 $5.4B Technology
12 APA CORP APA 2.00% $285,668 7,803 9.7 $13.8B Energy
13 JOHNSON & JOHNSON JNJ 1.69% $240,839 1,015 21.3 $567.2B Healthcare
14 SOUTHERN COPPER CORP SCCO 1.62% $230,240 1,381 29.5 $126.1B Basic Materials
15 ALCOA CORP AA 1.61% $229,558 3,574 12.8 $14.9B Basic Materials
16 RINGCENTRAL INC-CLASS A RNG 1.59% $227,017 6,124 74.7 $3.4B Technology
17 PEGASYSTEMS INC PEGA 1.54% $218,831 5,082 18.8 $7.4B Technology
18 TECHNIPFMC PLC Private FTI.L 1.49% $212,454 3,262
19 AMGEN INC AMGN 1.46% $208,428 593 24.3 $187.5B Healthcare
20 BILL HOLDINGS INC BILL 1.45% $206,976 5,177 -166.6 $4.0B Technology
21 WALMART INC WMT 1.45% $206,634 1,694 43.3 $948.9B Consumer Defensive
22 GLOBUS MEDICAL INC - A GMED 1.34% $190,909 2,205 21.7 $11.7B Healthcare
23 MCKESSON CORP MCK 1.16% $165,663 180 25.1 $109.3B Healthcare
24 CARDINAL HEALTH INC CAH 1.16% $165,470 781 29.4 $48.9B Healthcare
25 June 26 Puts on TQQQ US Private TQQQ 6 P40 1.11% $158,000 40,000
26 ILLUMINA INC ILMN 1.06% $150,491 1,224 22.4 $19.0B Healthcare
27 CASEY'S GENERAL STORES INC CASY 1.03% $147,294 220 37.6 $24.5B Consumer Cyclical
28 KEYSIGHT TECHNOLOGIES IN KEYS 1.02% $145,469 512 49.8 $47.6B Technology
29 US FOODS HOLDING CORP USFD 1.01% $144,115 1,620 29.4 $19.9B Consumer Defensive
30 HCA HEALTHCARE INC HCA 1.00% $143,084 285 16.8 $110.4B Healthcare
31 INCYTE CORP INCY 0.99% $141,312 1,532 13.9 $18.1B Healthcare
32 ELANCO ANIMAL HEALTH INC ELAN 0.98% $139,793 5,630 -51.4 $11.9B Healthcare
33 ALBEMARLE CORP ALB 0.95% $134,986 814 -36.1 $18.5B Basic Materials
34 ROYALTY PHARMA PLC- CL A Private RPRX.L 0.94% $134,394 2,935
35 ELEMENT SOLUTIONS INC ESI 0.93% $132,456 4,189 39.4 $7.6B Basic Materials
36 WESTERN DIGITAL CORP WDC 0.92% $131,717 432 26.6 $99.4B Technology
37 SANDISK CORP SNDK 0.92% $130,388 173 -100.2 $104.8B Technology
38 GILEAD SCIENCES INC GILD 0.89% $127,161 900 20.0 $170.3B Healthcare
39 ATI INC ATI 0.89% $126,595 846 47.7 $19.4B Industrials
40 SOTERA HEALTH CO SHC 0.88% $126,032 9,166 49.2 $3.8B Healthcare
41 QUEST DIAGNOSTICS INC DGX 0.87% $123,971 635 21.8 $21.7B Healthcare
42 DOLLAR GENERAL CORP DG 0.86% $122,870 970 18.1 $27.4B Consumer Defensive
43 MILLICOM INTL CELLULAR S.A. TIGO 0.85% $121,498 1,671 9.2 $12.0B Communication Services
44 CIENA CORP CIEN 0.85% $120,972 314 237.5 $54.3B Technology
45 10X GENOMICS INC-CLASS A TXG 0.84% $119,559 6,891 -53.7 $2.3B Healthcare
46 DT MIDSTREAM INC DTM 0.84% $119,135 890 30.4 $13.4B Energy
47 MADISON SQUARE GARDEN SPORTS MSGS 0.84% $119,123 379 -448.4 $7.4B Communication Services
48 AES CORP AES 0.83% $118,970 8,390 11.2 $10.0B Utilities
49 CARPENTER TECHNOLOGY CRS 0.83% $118,566 306 41.7 $18.1B Industrials
50 WILLIAMS-SONOMA INC WSM 0.83% $117,824 640 19.5 $21.3B Consumer Cyclical

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms