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Portfolio (Quarterly) Guide ↗

Clear Harbor Asset Management, LLC

· CIK 0001511857
13F Portfolio $1.5B AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 445 New
Page 15 of 23  ·  445 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CROX CROCS INC Consumer Cyclical 7,029.0 $601K 0.04% NEW $85.52 +38.4%
282 AMT AMERICAN TOWER CORP NEW Real Estate 3,408.0 $598K 0.04% NEW $175.57 +5.4%
283 CCOI COGENT COMMUNICATIONS HLDGS Communication Services 27,716.0 $598K 0.04% NEW $21.56 +0.3%
284 DLR DIGITAL RLTY TR INC Real Estate 3,820.0 $591K 0.04% NEW $154.71 +23.9%
285 GOVT ISHARES TR 24,882.0 $573K 0.04% NEW $23.02 -1.3%
286 NTB BANK OF NT BUTTERFIELD&SON L Financial Services 10,914.0 $544K 0.04% NEW $49.82 +13.0%
287 NOMD NOMAD FOODS LTD Consumer Defensive 43,015.0 $538K 0.04% NEW $12.51 -19.3%
288 HWM HOWMET AEROSPACE INC Industrials 2,616.0 $536K 0.04% NEW $205.02 +25.9%
289 KWEB KRANESHARES TRUST 15,686.0 $534K 0.04% NEW $34.05 -20.6%
290 FIG FIGMA INC Technology 14,271.0 $533K 0.04% NEW $37.37 -42.9%
291 BSMQ INVESCO EXCH TRD SLF IDX FD 22,465.0 $531K 0.04% NEW $23.65 -0.4%
292 WSBC WESBANCO INC Financial Services 15,280.0 $508K 0.03% NEW $33.24 +5.0%
293 SE SEA LTD Consumer Cyclical 3,969.0 $506K 0.03% NEW $127.57 -26.7%
294 GDX VANECK ETF TRUST 5,900.0 $506K 0.03% NEW $85.77 -0.4%
295 IEMG ISHARES INC 7,428.0 $499K 0.03% NEW $67.22 +24.2%
296 ARKW ARK ETF TR 3,345.0 $494K 0.03% NEW $147.73 -1.1%
297 PSX PHILLIPS 66 Energy 3,814.0 $492K 0.03% NEW $129.04 +35.3%
298 QQQ PUT INVESCO QQQ TR Financial Services 800.0 $491K 0.03% NEW $614.31 +18.7%
299 HDV ISHARES TR 3,964.0 $482K 0.03% NEW $121.61 -77.3%
300 WRB BERKLEY W R CORP Financial Services 6,851.0 $480K 0.03% NEW $70.12 -4.0%
Page 15 of 23  ·  445 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.3%
Industrials 21.5%
Financial Services 20.5%
Healthcare 10.1%
Communication Services 6.6%
Consumer Cyclical 4.8%
Utilities 4.0%
Energy 2.8%
Basic Materials 2.4%
Consumer Defensive 1.4%