Clear Harbor Asset Management, LLC

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, Clear Harbor Asset Management, LLC maintained a portfolio of 489 distinct positions. They heavily accumulated shares in SPDR S&P 500 ETF TR, increasing their position by 1.4%. Conversely, Clear Harbor Asset Management, LLC completely exited their position in 3M CO.
PCA Score Concentration Risk
Risk ENB
Total Positions
489
Quarter
2025 Q4
Top Holding
AAPL (5.9%)
Top 10 Concentration
32.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 489
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
AAPL
APPLE INC
Technology 5.92% 4.48% #1 2
Prev: #3
4.9 -75 -0.0%
P
S
321,888 $87,508,512 2010 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ROP
ROPER TECHNOLOG...
Technology 5.78% 5.36% #2
Prev: #2
4.3 -4,798 -2.4%
P
S
191,837 $85,392,551 2010 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FLEX
FLEX LTD
Technology 3.41% 2.68% #3 1
Prev: #4
2.9 -9,908 -1.2%
P
S
834,475 $50,419,010 2010 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
ETF 3.08% 2.39% #4 1
Prev: #5
2.2 929 1.4%
P
S
66,692 $45,478,940 2011 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PH
PARKER-HANNIFIN...
Industrials 3.04% 2.17% #5 1
Prev: #6
2.2 -1,088 -2.1%
P
S
51,181 $44,986,052 2010 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOG
ALPHABET INC
Communication Services 2.58% 1.66% #6 3
Prev: #9
1.5 -2,665 -2.1%
P
S
121,758 $38,207,720 2012 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 2.44% 2.04% #7
Prev: #7
1.5 2,414 3.3%
P
S
74,657 $36,105,775 2010 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JPM
JPMORGAN CHASE ...
Financial Services 2.30% 1.83% #8
Prev: #8
1.4 -417 -0.4%
P
S
105,457 $33,980,446 2011 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VTI
VANGUARD INDEX ...
ETF 2.12% 1.63% #9 1
Prev: #10
1.3 2,736 3.0%
P
S
93,448 $31,330,470 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BRK/B
BERKSHIRE HATHA...
Financial Services 2.00% 1.60% #10 1
Prev: #11
1.3 483 0.8%
P
S
58,899 $29,605,582 2010 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 1.86% 1.16% #11 4
Prev: #15
1.2 507 0.6%
P
S
87,721 $27,456,734 2016 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 1.62% 1.22% #12 1
Prev: #13
1.1 2,269 2.2%
P
S
103,923 $23,987,507 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VEU
VANGUARD INTL E...
ETF 1.51% 1.17% #13 1
Prev: #14
1.1 3,444 1.1%
P
S
303,062 $22,293,243 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CAT
CATERPILLAR INC
Industrials 1.49% 1.02% #14 5
Prev: #19
1.1 -426 -1.1%
P
S
38,543 $22,080,128 2010 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AWK
AMERICAN WTR WK...
Utilities 1.48% 1.31% #15 3
Prev: #12
1.1 -4,655 -2.7%
P
S
167,529 $21,862,604 2010 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 1.45% 1.14% #16
Prev: #16
1.1 2,932 2.6%
P
S
114,913 $21,431,280 2012 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IWF
ISHARES TR
ETF 1.31% 1.03% #17 1
Prev: #18
1.0 770 1.9%
P
S
40,967 $19,389,763 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TRMB
TRIMBLE INC
Technology 1.27% 1.11% #18 1
Prev: #17
1.0 -8,167 -3.3%
P
S
239,524 $18,766,705 2010 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IAU
ISHARES GOLD TR
ETF 1.18% 0.87% #19 2
Prev: #21
1.0 -4,004 -1.8%
P
S
214,783 $17,433,936 2011 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RTX
RTX CORPORATION
Industrials 1.10% 0.82% #20 2
Prev: #22
0.9 -1,376 -1.5%
P
S
88,840 $16,293,302 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
LDOS
LEIDOS HOLDINGS...
Technology 1.03% 0.90% #21 1
Prev: #20
0.9 -2,282 -2.6%
P
S
84,747 $15,288,359 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DHR
DANAHER CORPORA...
Healthcare 1.01% 0.65% #22 3
Prev: #25
2.4 5,200 8.7%
P
S
65,123 $14,907,977 2011 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PRF
INVESCO EXCHANG...
ETF 0.99% 0.75% #23
Prev: #23
0.9 9,348 3.1%
P
S
311,689 $14,624,462 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NXT
NEXTPOWER INC
Technology 0.87% 0.60% #24 6
Prev: #30
0.8 -888 -0.6%
P
S
147,668 $12,863,359 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JNJ
JOHNSON & JOHNS...
Healthcare 0.83% 0.60% #25 6
Prev: #31
0.8 430 0.7%
P
S
59,445 $12,302,271 2010 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MMM
3M CO
CALL
CALL Option 0.00% 21.20%
Sold All 😨
(Was: #1)
0.0 -2,500,000 -100.0%
CLOSED
$— 2010 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPXL
DIREXION SHS ET...
PUT
PUT Option 0.00% 0.20%
Sold All 😨
(Was: #87)
0.0 -17,000 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EWY
ISHARES INC
ETF 0.00% 0.17%
Sold All 😨
(Was: #93)
0.0 -38,977 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AGQ
PROSHARES TR II
ETF 0.00% 0.11%
Sold All 😨
(Was: #124)
0.0 -26,500 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SAND
SANDSTORM GOLD ...
Unknown 0.00% 0.06%
Sold All 😨
(Was: #181)
0.0 -91,235 -100.0%
CLOSED
$— 2012 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RVMD
REVOLUTION MEDI...
Healthcare 0.00% 0.06%
Sold All 😨
(Was: #193)
0.0 -22,110 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BHF
BRIGHTHOUSE FIN...
Financial Services 0.00% 0.05%
Sold All 😨
(Was: #207)
0.0 -17,318 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GM
GENERAL MTRS CO
CALL
CALL Option 0.00% 0.03%
Sold All 😨
(Was: #259)
0.0 -10,000 -100.0%
CLOSED
$— 2011 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LYB
LYONDELLBASELL ...
Basic Materials 0.00% 0.03%
Sold All 😨
(Was: #271)
0.0 -11,727 -100.0%
CLOSED
$— 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ONC
BEONE MEDICINES...
Healthcare 0.00% 0.03%
Sold All 😨
(Was: #276)
0.0 -1,608 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
KDP
KEURIG DR PEPPE...
Consumer Defensive 0.00% 0.03%
Sold All 😨
(Was: #277)
0.0 -21,447 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TRIP
TRIPADVISOR INC
Consumer Cyclical 0.00% 0.03%
Sold All 😨
(Was: #281)
0.0 -32,307 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RIVN
RIVIAN AUTOMOTI...
Consumer Cyclical 0.00% 0.03%
Sold All 😨
(Was: #285)
0.0 -34,793 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TYL
TYLER TECHNOLOG...
Technology 0.00% 0.03%
Sold All 😨
(Was: #287)
0.0 -967 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HIMX
HIMAX TECHNOLOG...
CALL
CALL Option 0.00% 0.03%
Sold All 😨
(Was: #292)
0.0 -55,000 -100.0%
CLOSED
$— 2011 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BSMP
INVESCO EXCH TR...
ETF 0.00% 0.03%
Sold All 😨
(Was: #295)
0.0 -19,455 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ARE
ALEXANDRIA REAL...
Real Estate 0.00% 0.02%
Sold All 😨
(Was: #316)
0.0 -4,849 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TEVA
TEVA PHARMACEUT...
CALL
CALL Option 0.00% 0.02%
Sold All 😨
(Was: #317)
0.0 -20,000 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EFC
ELLINGTON FINAN...
Real Estate 0.00% 0.02%
Sold All 😨
(Was: #320)
0.0 -31,025 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
QID
PROSHARES TR
ETF 0.00% 0.02%
Sold All 😨
(Was: #323)
0.0 -18,475 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GEHC
GE HEALTHCARE T...
Healthcare 0.00% 0.02%
Sold All 😨
(Was: #324)
0.0 -5,294 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SIMO
SILICON MOTION ...
Technology 0.00% 0.02%
Sold All 😨
(Was: #327)
0.0 -4,051 -100.0%
CLOSED
$— 2010 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BNTX
BIONTECH SE
Healthcare 0.00% 0.02%
Sold All 😨
(Was: #330)
0.0 -3,801 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ZM
ZOOM COMMUNICAT...
Technology 0.00% 0.02%
Sold All 😨
(Was: #332)
0.0 -4,445 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DD
DUPONT DE NEMOU...
Basic Materials 0.00% 0.02%
Sold All 😨
(Was: #346)
0.0 -4,274 -100.0%
CLOSED
$— 2015 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AMCR
AMCOR PLC
Consumer Cyclical 0.00% 0.02%
Sold All 😨
(Was: #363)
0.0 -33,834 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GGAL
GRUPO FINANCIER...
CALL
CALL Option 0.00% 0.02%
Sold All 😨
(Was: #365)
0.0 -10,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BLDR
BUILDERS FIRSTS...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #369)
0.0 -2,175 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TREX
TREX CO INC
Industrials 0.00% 0.01%
Sold All 😨
(Was: #371)
0.0 -5,018 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TNGX
TANGO THERAPEUT...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #373)
0.0 -30,300 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AXON
AXON ENTERPRISE...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #381)
0.0 -317 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
APTV
APTIV PLC
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #392)
0.0 -2,404 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ATNF
ETHZILLA CORPOR...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #394)
0.0 -81,500 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ORIC
ORIC PHARMACEUT...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #397)
0.0 -15,119 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EWZS
ISHARES TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #398)
0.0 -13,030 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BIZD
VANECK ETF TRUS...
ETF 0.00% 0.01%
Sold All 😨
(Was: #400)
0.0 -11,140 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
PUT
PUT Option 0.00% 0.01%
Sold All 😨
(Was: #408)
0.0 -500 -100.0%
CLOSED
$— 2010 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
PUT
PUT Option 0.00% 0.00%
Sold All 😨
(Was: #414)
0.0 -300 -100.0%
CLOSED
$— 2016 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
STGW
STAGWELL INC
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #415)
0.0 -12,500 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XBP
XBP GLOBAL HOLD...
Technology 0.00% 0.00%
Sold All 😨
(Was: #418)
0.0 -51,906 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ETN
EATON CORP PLC
PUT
PUT Option 0.00% 0.00%
Sold All 😨
(Was: #419)
0.0 -100 -100.0%
CLOSED
$— 2013 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MMM
3M CO
Industrials 0.00% 0.00%
Sold All 😨
(Was: #420)
0.0 -228 -100.0%
CLOSED
$— 2010 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SLB
SCHLUMBERGER LT...
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #421)
0.0 -1,000 -100.0%
CLOSED
$— 2010 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XNET
XUNLEI LTD
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #422)
0.0 -3,500 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 489 holdings

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