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Portfolio (Quarterly) Guide ↗

Clear Harbor Asset Management, LLC

· CIK 0001511857
13F Portfolio $1.4B AUM 450 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 56 New 156 Added 143 Reduced 51 Exited
Page 20 of 23  ·  450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 QUS SPDR SERIES TRUST 1,582.0 $272K 0.02% $171.74 +8.4%
382 AES AES CORP Utilities 18,845.0 $266K 0.02% -7K -26.3% $14.09 +4.2%
383 PATHWARD FINANCIAL INC 2,915.0 $260K 0.02% -375.0 -11.4% $89.23
384 TLT ISHARES TR 2,994.0 $260K 0.02% +278.0 +10.2% $86.69 -1.8%
385 HEDJ WISDOMTREE TR 4,901.0 $256K 0.02% $52.30 +9.1%
386 NFLX NETFLIX INC. Communication Services 2,650.0 $255K 0.02% $96.15 -8.7%
387 BK BANK NEW YORK MELLON CORP Financial Services 2,140.0 $254K 0.02% +24.0 +1.1% $118.63 +17.5%
388 ALL ALLSTATE CORP Financial Services 1,219.0 $253K 0.02% -1K -45.2% $207.34 +1.5%
389 SGRY SURGERY PARTNERS INC Healthcare 20,851.0 $249K 0.02% -19K -47.1% $11.92 +15.5%
390 BUNGE GLOBAL SA 1,950.0 $248K 0.02% NEW $127.20
391 IGM ISHARES TR 2,064.0 $245K 0.02% $118.51 +34.6%
392 CNTX CONTEXT THERAPEUTICS INC Healthcare 92,804.0 $243K 0.02% $2.62 +9.0%
393 BTI BRITISH AMERN TOB PLC Consumer Defensive 3,980.0 $233K 0.02% $58.47 +9.5%
394 PJT PJT PARTNERS INC Financial Services 1,647.0 $230K 0.02% -25.0 -1.5% $139.72 +11.3%
395 MSDL MORGAN STANLEY DIRECT LENDIN Financial Services 16,440.0 $230K 0.02% +3K +18.2% $13.96 +9.6%
396 UNILEVER PLC 4,012.0 $229K 0.02% +93.0 +2.4% $56.97
397 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 3,137.0 $228K 0.02% NEW $72.69 +10.0%
398 ALLE ALLEGION PLC Industrials 1,561.0 $227K 0.02% $145.29 -9.0%
399 NKE NIKE INC Consumer Cyclical 4,266.0 $225K 0.02% NEW $52.82 -13.2%
400 INDA ISHARES TR 4,760.0 $223K 0.01% NEW $46.84 +3.6%
Page 20 of 23  ·  450 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 21.1%
Financial Services 19.7%
Healthcare 9.6%
Communication Services 6.7%
Consumer Cyclical 5.1%
Utilities 4.4%
Energy 3.7%
Basic Materials 2.3%
Consumer Defensive 1.8%