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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 17 of 23  ·  450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 QDEL QUIDELORTHO CORP Healthcare 26,249.0 $431K 0.03% -4K -12.6% $16.43 -27.2%
322 DXJ WISDOMTREE TR 2,698.0 $428K 0.03% -60.0 -2.2% $158.58 +7.8%
323 MAREX GROUP PLC 9,577.0 $427K 0.03% $44.58
324 STT STATE STR CORP Financial Services 3,357.0 $425K 0.03% -58.0 -1.7% $126.56 +24.4%
325 VUG VANGUARD INDEX FDS 962.0 $420K 0.03% +70.0 +7.8% $436.79 -79.9%
326 NOBL PROSHARES TR 3,955.0 $419K 0.03% $106.02 +2.1%
327 HSY HERSHEY CO Consumer Defensive 2,012.0 $418K 0.03% $207.89 -4.2%
328 APTIV PLC 5,917.0 $411K 0.03% NEW $69.44
329 YORW YORK WTR CO Utilities 13,325.0 $406K 0.03% $30.45 -1.4%
330 ARKW ARK ETF TR 3,345.0 $403K 0.03% $120.61 +21.4%
331 MDLZ MONDELEZ INTL INC Consumer Defensive 6,990.0 $403K 0.03% -592.0 -7.8% $57.64 +7.9%
332 FITB FIFTH THIRD BANCORP Financial Services 8,584.0 $399K 0.03% $46.46 +7.6%
333 SPDW SPDR INDEX SHS FDS 8,674.0 $396K 0.03% $45.65 +11.2%
334 IBDU ISHARES TR 17,000.0 $395K 0.03% NEW $23.26 -0.4%
335 PCG PG&E CORP Utilities 22,483.0 $395K 0.03% $17.57 -5.1%
336 RING ISHARES INC 5,000.0 $395K 0.03% NEW $78.98 -5.1%
337 SHEL SHELL PLC Energy 4,194.0 $390K 0.03% +70.0 +1.7% $93.02 -9.7%
338 CL COLGATE PALMOLIVE CO Consumer Defensive 4,503.0 $384K 0.03% $85.23 +7.3%
339 IREN IREN LIMITED Financial Services 11,130.0 $382K 0.03% $34.28 +89.6%
340 GPC GENUINE PARTS CO Consumer Cyclical 3,504.0 $371K 0.03% -350.0 -9.1% $105.75 -5.7%
Page 17 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%