ECSWX
Embark Commodity Strategy Fund
Harbor Funds II

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Oct 31, 2025 → Jan 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
U.S. Treasury Bills 0 224,384,000 224,384,000 8.43% $220.78M
U.S. Treasury Bills 0 86,405,000 86,405,000 3.25% $85.25M
U.S. Treasury Bills 0 81,200,000 81,200,000 3.06% $80.28M
U.S. Treasury Bills 0 71,101,000 71,101,000 2.69% $70.34M
U.S. Treasury Bills 0 40,235,000 40,235,000 1.52% $39.86M
U.S. Treasury Bills 0 30,600,000 30,600,000 1.16% $30.45M
U.S. Treasury Bills 0 29,710,000 29,710,000 1.13% $29.62M
U.S. Treasury Bills 0 27,602,000 27,602,000 1.04% $27.12M
U.S. Treasury Bills 0 23,000,000 23,000,000 0.86% $22.62M
U.S. Treasury Bills 0 15,905,000 15,905,000 0.60% $15.67M
U.S. Treasury Bills 0 15,167,000 15,167,000 0.57% $14.98M
U.S. Treasury Bills 0 8,749,000 8,749,000 0.33% $8.61M
JPMORGAN CHASE JPM Float 04/22/28 0 6,635,000 6,635,000 0.25% $6.67M
Corebridge Global Funding 0 6,335,000 6,335,000 0.24% $6.38M
Alphabet, Inc. 0 6,285,000 6,285,000 0.24% $6.34M
BP CAP MKTS AMER 0 5,960,000 5,960,000 0.23% $5.92M
UST BILLS 0% 05/14/2026 0 5,935,000 5,935,000 0.22% $5.88M
Novartis Capital Corporation 0 5,665,000 5,665,000 0.22% $5.70M
Citigroup Inc. 0 4,735,000 4,735,000 0.18% $4.77M
APH Float 11/15/27 0 4,115,000 4,115,000 0.16% $4.13M
Goldman Sachs Group, Inc. (The) 0 2,774,000 2,774,000 0.11% $2.80M
PNC Financial Services Group, Inc. (The) 0 2,345,000 2,345,000 0.09% $2.35M
Caterpillar Financial Services Corporation 0 2,265,000 2,265,000 0.09% $2.28M
Bank of New York Mellon/The 0 1,720,000 1,720,000 0.07% $1.72M
CONSTELLATION ENERGY GENERATION LLC 0 1,575,000 1,575,000 0.06% $1.58M
ZOETIS INC CFD 0 8,700,000 8,700,000 0.01% $351.17K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
U.S. Treasury Bills 246,112,000 0 -246,112,000 0.00% -$244.23M
U.S. Treasury Bills 145,748,000 0 -145,748,000 0.00% -$145.48M
U.S. Treasury Bills 142,304,000 0 -142,304,000 0.00% -$141.72M
U.S. Treasury Bills 117,400,000 0 -117,400,000 0.00% -$117.09M
U.S. Treasury Bills 104,856,000 0 -104,856,000 0.00% -$104.35M
U.S. Treasury Bills 76,406,000 0 -76,406,000 0.00% -$76.15M
U.S. Treasury Bills 60,460,000 0 -60,460,000 0.00% -$60.04M
U.S. Treasury Bills 43,677,000 0 -43,677,000 0.00% -$43.66M
U.S. Treasury Bills 42,100,000 0 -42,100,000 0.00% -$42.00M
UST BILLS 0% 11/13/2025 34,872,000 0 -34,872,000 0.00% -$34.83M
U.S. Treasury Bills 29,810,000 0 -29,810,000 0.00% -$29.61M
U.S. Treasury Bills 23,577,000 0 -23,577,000 0.00% -$23.38M
U.S. Treasury Bills 9,935,000 0 -9,935,000 0.00% -$9.88M
CAPITAL ONE FINL 7,800,000 0 -7,800,000 0.00% -$8.01M
JPMORGAN CHASE + CO SR UNSECURED 09/27 VAR 7,000,000 0 -7,000,000 0.00% -$7.02M
BROADCOM INC 6,760,000 0 -6,760,000 0.00% -$6.76M
U.S. Treasury Bills 6,400,000 0 -6,400,000 0.00% -$6.36M
WALMART INC SR UNSECURED 04/27 VAR 6,130,000 0 -6,130,000 0.00% -$6.15M
VERIZON COMM INC 4,975,000 0 -4,975,000 0.00% -$4.92M
Home Depot, Inc. (The) 4,875,000 0 -4,875,000 0.00% -$4.88M
MRK Float 09/15/27 3,300,000 0 -3,300,000 0.00% -$3.32M
GOLDMAN SACHS GROUP INC (THE) FRN SOFR+82 09/10/2027 3,030,000 0 -3,030,000 0.00% -$3.04M
AT&T INC 2,545,000 0 -2,545,000 0.00% -$2.54M
CATERPILLAR FINL SVCS CORP FRN SOFR+56 11/15/2027 2,260,000 0 -2,260,000 0.00% -$2.27M
ORACLE CORP 820,000 0 -820,000 0.00% -$812.09K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
WI TREASURY SEC. 0.000000% 02/19/2026 212,284,000 294,644,000 82,360,000 11.23% $84.23M
U.S. Treasury Bills 14,000,000 176,970,000 162,970,000 6.71% $161.92M
UST BILLS 0% 02/12/2026 135,582,000 162,332,000 26,750,000 6.19% $28.01M
U.S. Treasury Bills 17,195,000 114,195,000 97,000,000 4.32% $96.33M
U.S. Treasury Bills 50,000,000 81,640,000 31,640,000 3.10% $31.95M
U.S. Treasury Bills 30,000,000 64,000,000 34,000,000 2.43% $34.16M
U.S. Treasury Bills 38,981,000 60,401,000 21,420,000 2.29% $21.67M
WTI CRUDE SEP 26 7,396 8,505 1,109 2.11% $54.13M
U.S. Treasury Bills 6,820,000 54,730,000 47,910,000 2.08% $47.66M
U.S. Treasury Bills 15,236,000 54,066,000 38,830,000 2.05% $38.67M
PURCHASED USD / SOLD EUR 516,783,693 539,445,009 22,661,315 1.33% $20.05M
WTI CRUDE MAR 26 4,834 5,673 839 1.11% $23.30M
BANK OF AMERICA CORP SR UNSECURED 09/27 VAR 8,330,000 13,245,000 4,915,000 0.51% $4.93M
AT&T INC 9,545,000 13,140,000 3,595,000 0.50% $3.65M
MORGAN STANLEY B 3,900,000 11,680,000 7,780,000 0.45% $7.81M
ZOOM COMMUNICATIONS INC CLASS A 155,728,240 183,275,768 27,547,528 0.44% $8.01M
BANK OF NEW YORK MELLON CORP THE 9,464,000 10,908,000 1,444,000 0.42% $1.47M
GENERAL ELECTRIC CO SR UNSECURED 05/26 VAR 7,470,000 9,835,000 2,365,000 0.38% $2.36M
NEXTERA ENERGY CAPITAL HOLDINGS INC VARIABLE RATE 02/04/2028 5,038,000 7,968,000 2,930,000 0.31% $2.94M
ZURICH INSURANCE GROUP AG 4,865 9,237 4,372 0.22% $4.74M
RAPESEED MAY 26 1,676 2,005 329 0.00% -$4.46K
PHELIX DE BASE Y JAN27 1 12 11 0.00% -$32.42K
WHEAT SEP 26 12,216 19,981 7,765 -0.01% -$11.77M
WORLDCLIMATE PARI MAR26 5,526 8,289 2,763 -0.66% -$10.68M
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
ZINC FUTURES 3 MONTHS 3,533 3,488 -45 1.78% $16.75M
SILVER SEP 26 1,919 1,622 -297 1.52% -$26.92M
RBC DOM 8 REPO 207,272,268 191,051,282 -16,220,985 0.53% $9.13M
Citigroup Inc. 13,205,000 8,485,000 -4,720,000 0.32% -$4.73M
MORGAN STANLEY BK NA SALT LAKE FRN SOFR+68.5 10/15/2027 8,575,000 3,020,000 -5,555,000 0.12% -$5.58M
ZCS BRL 14.0087 05/12/25-01/04/27 CME 1,741 1,477 -264 0.09% $8.20M
TSE TOPIX (Tokyo Price Index) Future 127 27 -100 0.00% -$155.83K
SGX TSI IRON ORE CHINA 62% FUT JAN 2,170 1,294 -876 0.00% -$322.45K
Future 229 55 -174 0.00% -$79.98K
MIAX Red Wheat FutMay26 98 79 -19 0.00% $188.27K
TTF NAT GAS F MAR26 1,387 571 -816 -0.01% -$1.52M
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
WIB 0 03/19/26 156,748,000 156,748,000 0 5.96% $1.49M
U.S. Treasury Bills 94,701,000 94,701,000 0 3.61% $897.43K
U.S. Treasury Bills 44,600,000 44,600,000 0 1.70% $427.74K
U.S. Treasury Bills 27,326,000 27,326,000 0 1.04% $259.99K
AMERICAN EXPRESS CO SR UNSECURED 02/28 VAR 13,240,000 13,240,000 0 0.51% -$18.87K
TRUIST BANK FRN SOFR+77 07/24/2028 11,100,000 11,100,000 0 0.43% $22.52K
US BANK NA CINCINNATI SR UNSECURED 05/28 VAR 10,000,000 10,000,000 0 0.38% -$7.86K
PHILIP MORRIS INTL INC FRN SOFR+83 04/28/2028 9,645,000 9,645,000 0 0.37% -$7.21K
GOLDMAN SACHS GROUP INC (THE) FRN SOFR+185 03/15/2028 9,490,000 9,490,000 0 0.37% -$14.30K
ORACLE CORP 9,221,000 9,221,000 0 0.35% $56.97K
UNITEDHEALTH GRP. INC FRN 9,130,000 9,130,000 0 0.35% $5.87K
CATERPILLAR FINL SVCS CORP FRN SOFR+52 05/14/2027 8,930,000 8,930,000 0 0.34% $21.18K
JOHN DEERE CAPITAL CORP SR UNSECURED 03/26 VAR 8,315,000 8,315,000 0 0.32% -$5.17K
PNC Bank, National Association 7,725,000 7,725,000 0 0.30% $17.77K
BOEING CO 7,440,000 7,440,000 0 0.28% $38.18K
STATE STREET CRP 7,200,000 7,200,000 0 0.28% $15.20K
INTEL CORP SR UNSECURED 02/26 4.875 7,208,000 7,208,000 0 0.28% -$10.93K
BRISTOL MYERS SQUIBB CO SR UNSECURED 02/26 VAR 6,830,000 6,830,000 0 0.26% -$5.20K
T-MOBILE USA INC 6,775,000 6,775,000 0 0.26% $21.80K
FITB F 01/28/28 6,590,000 6,590,000 0 0.25% $6.59K
TOYOTA MOTOR CREDIT CORP SR UNSECURED 08/26 VAR 6,545,000 6,545,000 0 0.25% -$7.45K
CVX Float 02/26/27 6,265,000 6,265,000 0 0.24% $2.39K
PAYPAL HOLDINGS INC FRN SOFR+67 03/06/2028 5,795,000 5,795,000 0 0.22% -$789
New York Life Global Funding 5,605,000 5,605,000 0 0.21% $9.65K
JPMORGAN CHASE + CO SR UNSECURED 01/28 VAR 5,495,000 5,495,000 0 0.21% -$13.77K
CONSOLIDATED EDISON CO OF NY FRN SOFRINDX+52 11/18/2027 5,415,000 5,415,000 0 0.21% $8.28K
GEORGIA POWER CO VARIABLE RATE 09/15/2026 5,375,000 5,375,000 0 0.21% -$1.07K
TCI COMMUN INC 5,280,000 5,280,000 0 0.20% -$43.82K
GEN MOTORS FIN 5,190,000 5,190,000 0 0.20% -$9.74K
MARSH + MCLENNAN COS INC SR UNSECURED 11/27 VAR 5,100,000 5,100,000 0 0.20% -$75
PEPSICO INC SR UNSECURED 02/26 VAR 5,089,000 5,089,000 0 0.19% -$4.76K
Principal Life Global Funding II 4,820,000 4,820,000 0 0.18% $3.28K
CHEVRON USA INC FRN SOFR+57 08/13/2028 4,580,000 4,580,000 0 0.18% $14.87K
ATHENE GLOBAL FUNDING SECURED 144A 01/27 VAR 4,590,000 4,590,000 0 0.18% -$6.79K
ATHENE GLOBAL FUNDING SECURED 144A 09/28 VAR 3,340,000 3,340,000 0 0.13% $6.45K
ELI LILLY & CO FRN 3,230,000 3,230,000 0 0.12% $9.95K
John Deere Capital Corporation 3,232,000 3,232,000 0 0.12% $1.64K
MasterCard Incorporated 3,020,000 3,020,000 0 0.12% $3.28K
CVS HEALTH CORP 2,730,000 2,730,000 0 0.10% -$3.60K
ORACLE CORP VARIABLE RATE 08/03/2028 2,420,000 2,420,000 0 0.09% -$52.01K
State Street Corporation 1,810,000 1,810,000 0 0.07% -$1.74K
U.S. Bank National Association 1,170,000 1,170,000 0 0.04% -$2.35K
T-MOBILE USA INC 1,120,000 1,120,000 0 0.04% $5.94K

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