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Little Harbor Advisors, LLC
Little Harbor Advisors, LLC is a boutique investment firm headquartered in Marblehead, Massachusetts, focused on tactical and alternative investment strategies. Founded as an outgrowth of a family office in 2004, it leverages deep experience across private equity, hedge funds, CTAs, investment banking, securities law, and portfolio management. Its team averages 26 years of industry experience and serves institutional investors, wealth advisors, and portfolio managers. The firm operates ETFs, separately managed accounts, and private funds and remains committed to risk-reactive, differentiated strategies.
Investment Strategy
Little Harbor Advisors specializes in quantitative and tactical solutions that manage risk in dynamic equity and fixed-income markets, favoring true diversification outside conventional style-box strategies. The team develops and distributes alternative strategies with long-term performance, emphasizing volatility and risk management across multiple investment vehicles tailored for institutional channels. Their approach integrates manager and strategy selection expertise from family office roots, focusing on solutions that react to changing market conditions.
Latest 13F Filing Activity
Little Harbor Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 7 equity positions with a total 13F market value of $169M. The fund increased holdings in SPDR S&P 500 Etf TR, SPDR Series Trust, Ishares TR among other positions. Little Harbor Advisors, LLC reduced exposure to Invesco Exch Traded FD TR II, Ishares TR, SPDR Ser TR among others.
Top Holdings
Equity Positions (7)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 73.56% | $124.0M | 200,669 | $477.31 | $617.85 | +$8.3M |
Q QQQ | INVESCO QQQ TR | 8.16% | $13.8M | 24,947 | $420.62 | $551.64 | +$2.4M |
F FTSL | FIRST TR EXCHANGE-TRADED FD | 4.11% | $6.9M | 151,105 | $45.78 | $45.89 | +$36.0K |
S SPHY | SPDR SERIES TRUST | 3.57% | $6.0M | 252,500 | $23.80 | $23.80 | +$6.0M |
U USHY | ISHARES TR | 3.54% | $6.0M | 159,100 | $37.51 | $37.51 | +$6.0M |
Industry Allocation
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