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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 +42.9%
282 AMT AMERICAN TOWER CORP NEW Real Estate 3,408.0 $598K 0.04% NEW $175.57 -0.9%
283 CCOI COGENT COMMUNICATIONS HLDGS Communication Services 27,716.0 $598K 0.04% NEW $21.56 -58.2%
284 DLR DIGITAL RLTY TR INC Real Estate 3,820.0 $591K 0.04% NEW $154.71 +17.7%
285 GOVT ISHARES TR 24,882.0 $573K 0.04% NEW $23.02 -3.9%
286 NTB BANK OF NT BUTTERFIELD&SON L Financial Services 10,914.0 $544K 0.04% NEW $49.82 +19.2%
287 NOMD NOMAD FOODS LTD Consumer Defensive 43,015.0 $538K 0.04% NEW $12.51 -14.8%
288 HWM HOWMET AEROSPACE INC Industrials 2,616.0 $536K 0.04% NEW $205.02 +12.0%
289 KWEB KRANESHARES TRUST 15,686.0 $534K 0.04% NEW $34.05 -27.1%
290 FIG FIGMA INC Technology 14,271.0 $533K 0.04% NEW $37.37 -39.3%
291 BSMQ INVESCO EXCH TRD SLF IDX FD 22,465.0 $531K 0.04% NEW $23.64 -0.7%
292 WSBC WESBANCO INC Financial Services 15,280.0 $508K 0.03% NEW $33.24 +18.4%
293 SE SEA LTD Consumer Cyclical 3,969.0 $506K 0.03% NEW $127.57 -20.2%
294 GDX VANECK ETF TRUST 5,900.0 $506K 0.03% NEW $85.77 +11.3%
295 IEMG ISHARES INC 7,428.0 $499K 0.03% NEW $67.22 +21.5%
296 ARKW ARK ETF TR 3,345.0 $494K 0.03% NEW $147.73 +7.6%
297 PSX PHILLIPS 66 Energy 3,814.0 $492K 0.03% NEW $129.04 +111.7%
298 QQQ PUT INVESCO QQQ TR Financial Services 800.0 $491K 0.03% NEW $614.31 +17.4%
299 HDV ISHARES TR 3,964.0 $482K 0.03% NEW $121.61 -76.4%
300 WRB BERKLEY W R CORP Financial Services 6,851.0 $480K 0.03% NEW $70.12 -0.2%
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 26.2%
Industrials 22.3%
Financial Services 21.0%
Healthcare 10.5%
Consumer Cyclical 5.0%
Utilities 4.1%
Communication Services 3.5%
Energy 2.9%
Basic Materials 2.5%
Consumer Defensive 1.5%