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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 18 of 23  ·  450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 SPXL DIREXION SHARES ETF TRUST 2,000.0 $370K 0.03% $184.89 +49.6%
342 EMLC VANECK ETF TRUST 14,350.0 $360K 0.03% -700.0 -4.7% $25.11 +1.4%
343 PSBD PALMER SQUARE CAPITAL BDC IN Financial Services 36,692.0 $358K 0.03% +12K +46.5% $9.77 +11.3%
344 PRU PRUDENTIAL FINL INC Financial Services 3,531.0 $345K 0.02% NEW $97.69 +4.4%
345 OXY OCCIDENTAL PETE CORP Energy 5,300.0 $344K 0.02% -600.0 -10.2% $65.00 -10.9%
346 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,045.0 $342K 0.02% +6.0 +0.6% $327.07 +17.2%
347 SCHB SCHWAB STRATEGIC TR 13,614.0 $342K 0.02% NEW $25.10 +15.0%
348 BGSF BGSF INC Industrials 52,029.0 $337K 0.02% -8K -12.8% $6.47 -19.9%
349 INGERSOLL RAND INC 4,200.0 $337K 0.02% $80.12
350 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,144.0 $335K 0.02% -2K -64.0% $292.75 +33.0%
351 GUNR FLEXSHARES TR 6,035.0 $333K 0.02% NEW $55.16 -2.1%
352 LYV LIVE NATION ENTERTAINMENT IN Communication Services 2,171.0 $331K 0.02% -689.0 -24.1% $152.51 +10.1%
353 QRVO QORVO INC Technology 4,272.0 $331K 0.02% -305.0 -6.7% $77.40 +35.3%
354 ES EVERSOURCE ENERGY Utilities 4,755.0 $329K 0.02% +35.0 +0.7% $69.28 +1.2%
355 BSX BOSTON SCIENTIFIC CORP Healthcare 5,188.0 $326K 0.02% +2K +46.1% $62.75 -19.2%
356 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 9,119.0 $323K 0.02% +836.0 +10.1% $35.44 -5.2%
357 GPGI GPGI INC Industrials 18,712.0 $320K 0.02% $17.10 -27.5%
358 FDL FIRST TR EXCHANGE-TRADED FD 6,236.0 $317K 0.02% +276.0 +4.6% $50.80 -0.5%
359 MSTR STRATEGY INC Technology 2,521.0 $315K 0.02% NEW $124.80 +24.4%
360 VB VANGUARD INDEX FDS 1,185.0 $310K 0.02% $261.92 +11.7%
Page 18 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%