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Harbor Long-Short Equity ETF (LSEQ) (LSEQ) ETF Holdings & Analysis
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What LSEQ does
LSEQ distinguishes itself as the industry's first hedge fund to transition into an exchange-traded fund. Its primary objective is to optimize investment returns and adeptly manage risk amidst fluctuating market conditions. This is achieved by maintaining a balanced portfolio of long and short positions in U.S. large and mid-cap stocks. A multifactor model guides the selection of long positions, while a dedicated short model identifies potential underperformers. Central to its strategy is a proprietary macroeconomic regime model that categorizes market environments as either value, neutral, or momentum-driven. This framework informs key portfolio decisions, including gross and net exposure levels, alongside preferences for value, quality, profitability, and momentum factors. Industry group selection prioritizes perceived alpha opportunities, specifically targeting sectors exhibiting the highest dispersion in returns. For risk management, the fund employs long and short exposures designed to counteract downside tail risk, with performance gauged by the Sortino ratio. Its investment universe may also encompass U.S. Treasury bills, various derivatives, limited foreign exposure, and reverse repurchase agreements. LSEQ commenced operations with $3.64 million in net assets.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| HECLA MINING CO | 1.75% | |
| SPACE EXPLORATION TECHN-CL A | 1.69% | |
| CCC INTELLIGENT SOLUTIONS HO | 1.45% | |
| FREEPORT-MCMORAN INC | 1.41% | |
| FIRST MAJESTIC SILVER CORP | 1.38% | |
| ANGLOGOLD ASHANTI PLC | 1.36% | |
| NEWMONT CORP | 1.36% | |
| PERMIAN RESOURCES CORP-CL A | 1.35% | |
| ALMONTY INDUSTRIES INC | 1.30% | |
| ALNYLAM PHARMACEUTICALS INC | 1.28% |
Sector allocation
| Basic Materials | 17.06% |
| Cash & Others | 0.02% |
| Communication Services | 6.04% |
| Consumer Cyclical | 14.49% |
| Consumer Defensive | 3.83% |
| Energy | 6.77% |
| Financial Services | 0.67% |
| Healthcare | 22.64% |
| Industrials | 11.84% |
| Technology | 11.74% |
| Utilities | 4.90% |
Geographic allocation
| United States | 84.45% |
| Germany | 4.83% |
| Other | 4.79% |
| Ireland | 5.62% |
| United Kingdom | 2.99% |
| Bermuda | 3.45% |
| Luxembourg | 1.84% |
| Cayman Islands | -3.61% |
| Australia | -4.36% |
PortView Portfolio Insights
PortView analyzes how LSEQ fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
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Frequently asked questions
- What does LSEQ track?
- LSEQ is the Harbor Long-Short Equity ETF (LSEQ), a Other ETF.
- What is the expense ratio of LSEQ?
- Expense ratio data for LSEQ is shown on the page when available from our data provider.
- What are the largest holdings in LSEQ?
- Top holdings include HL, SPCX, CCCS, FCX, FMCQF.
- How can PortView analyze LSEQ overlap with other ETFs?
- PortView computes the holdings overlap between LSEQ and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.