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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 21 of 23  ·  450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 RVTY REVVITY INC Healthcare 2,500.0 $219K 0.01% $87.61 +9.6%
402 AIOT POWERFLEET INC Technology 69,900.0 $215K 0.01% +42K +149.0% $3.08 +16.1%
403 MELI MERCADOLIBRE INC Consumer Cyclical 124.0 $214K 0.01% -38.0 -23.5% $1729.02 -2.2%
404 SAP SAP SE Technology 1,247.0 $213K 0.01% $171.21 +1.4%
405 CSIQ CANADIAN SOLAR INC Energy 15,330.0 $212K 0.01% +255.0 +1.7% $13.85 +34.2%
406 AFL AFLAC INC Financial Services 1,885.0 $207K 0.01% -105.0 -5.3% $109.71 +4.8%
407 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 20,587.0 $205K 0.01% $9.94 +5.3%
408 MRVL MARVELL TECHNOLOGY INC Technology 2,058.0 $204K 0.01% NEW $99.05 +102.9%
409 JD JD.COM INC Consumer Cyclical 6,889.0 $204K 0.01% -20K -74.8% $29.57 +1.4%
410 XLU SELECT SECTOR SPDR TR 4,430.0 $203K 0.01% NEW $45.89 -1.7%
411 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,292.0 $203K 0.01% -310.0 -19.4% $157.28 -5.4%
412 FISV FISERV INC Technology 3,629.0 $202K 0.01% -25.0 -0.7% $55.80 +0.1%
413 HIMX CALL HIMAX TECHNOLOGIES INC Technology 25,000.0 $197K 0.01% NEW $7.87 +163.0%
414 NOMD NOMAD FOODS LTD Consumer Defensive 19,965.0 $192K 0.01% -23K -53.6% $9.61 +6.0%
415 BGC BGC GROUP INC Financial Services 19,222.0 $188K 0.01% $9.78 +7.9%
416 APARTMENT INVT & MGMT CO 42,900.0 $175K 0.01% $4.07
417 QQQ PUT INVESCO QQQ TR Financial Services 300.0 $173K 0.01% -500.0 -62.5% $577.18 +26.2%
418 PSEC PROSPECT CAP CORP Financial Services 65,500.0 $171K 0.01% NEW $2.61 -10.5%
419 RKT ROCKET COS INC Financial Services 11,630.0 $166K 0.01% +1K +9.4% $14.25 -0.1%
420 AUNA S A 29,173.0 $161K 0.01% +16K +127.1% $5.51
Page 21 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%