Clear Harbor Asset Management, LLC Q4 2025 Filing

Filed February 10, 2026

Portfolio Value

$1.5B

Holdings

432

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (432 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
321,888$87.0M5.89%
2
ROPROPER TECHNOLOGIES INC
191,837$85.0M5.75%
3
FLEXFLEX LTD
834,475$50.0M3.38%
4
SPYSPDR S&P 500 ETF TR
68,492$46.0M3.11%Put
5
GOOGALPHABET INC
142,258$44.0M2.98%Put
6
PHPARKER-HANNIFIN CORP
51,181$44.0M2.98%
7
MSFTMICROSOFT CORP
74,657$36.0M2.44%
8
JPMJPMORGAN CHASE & CO.
106,457$33.0M2.23%Put
9
VTIVANGUARD INDEX FDS
93,448$31.0M2.10%
10
BRK/BBERKSHIRE HATHAWAY INC DEL
58,899$29.0M1.96%
11
GOOGLALPHABET INC
87,721$27.0M1.83%
12
AMZNAMAZON COM INC
103,923$23.0M1.56%
13
CATCATERPILLAR INC
38,543$22.0M1.49%
14
VEUVANGUARD INTL EQUITY INDEX F
303,062$22.0M1.49%
15
NVDANVIDIA CORPORATION
114,913$21.0M1.42%
16
AWCAMERICAN WTR WKS CO INC NEW
167,529$21.0M1.42%
17
IWFISHARES TR
40,967$19.0M1.29%
18
TRMBTRIMBLE INC
239,524$18.0M1.22%
19
IAU*ISHARES GOLD TR
214,783$17.0M1.15%
20
RTXRTX CORPORATION
88,840$16.0M1.08%
21
LDOSLEIDOS HOLDINGS INC
84,747$15.0M1.01%
22
PRFINVESCO EXCHANGE TRADED FD T
311,689$14.0M0.95%
23
DHRDANAHER CORPORATION
65,123$14.0M0.95%
24
NXTNEXTPOWER INC
147,668$12.0M0.81%
25
JNJJOHNSON & JOHNSON
59,445$12.0M0.81%
26
TSMTAIWAN SEMICONDUCTOR MFG LTD
39,792$12.0M0.81%
27
VVISA INC
33,353$11.0M0.74%
28
HIGHARTFORD INSURANCE GROUP INC
86,513$11.0M0.74%
29
MAMASTERCARD INCORPORATED
20,243$11.0M0.74%
30
CNMCORE & MAIN INC
211,496$10.0M0.68%
31
CMECME GROUP INC
35,910$9.0M0.61%
32
TPGTPG INC
141,033$9.0M0.61%
33
TMOTHERMO FISHER SCIENTIFIC INC
14,991$8.0M0.54%
34
HEIHEICO CORP NEW
26,460$8.0M0.54%
35
TRVCCITIGROUP INC
74,543$8.0M0.54%
36
NJRNEW JERSEY RES CORP
179,107$8.0M0.54%
37
DOVDOVER CORP
41,483$8.0M0.54%
38
IWPISHARES TR
59,216$8.0M0.54%
39
REGNREGENERON PHARMACEUTICALS
10,564$8.0M0.54%
40
ECLECOLAB INC
33,157$8.0M0.54%
41
METAMETA PLATFORMS INC
12,637$8.0M0.54%
42
BLKBLACKROCK INC
8,220$8.0M0.54%
43
MKLMARKEL GROUP INC
4,146$8.0M0.54%
44
HXLHEXCEL CORP NEW
107,802$7.0M0.47%
45
ABBVABBVIE INC
33,488$7.0M0.47%
46
REEVEREST GROUP LTD
22,239$7.0M0.47%Put
47
HDHOME DEPOT INC
20,300$6.0M0.41%
48
AMEAMETEK INC
30,547$6.0M0.41%
49
CPKCHESAPEAKE UTILS CORP
48,567$6.0M0.41%
50
UNPUNION PAC CORP
26,570$6.0M0.41%
51
CPRTCOPART INC
162,323$6.0M0.41%
52
BKNGBOOKING HOLDINGS INC
1,131$6.0M0.41%
53
BXBLACKSTONE INC
41,450$6.0M0.41%
54
ISRGINTUITIVE SURGICAL INC
11,763$6.0M0.41%
55
AXSAXIS CAP HLDGS LTD
58,942$6.0M0.41%
56
SPGIS&P GLOBAL INC
10,810$5.0M0.34%
57
NETCLOUDFLARE INC
25,367$5.0M0.34%
58
RSPINVESCO EXCHANGE TRADED FD T
29,901$5.0M0.34%
59
ABTABBOTT LABS
41,375$5.0M0.34%
60
IDXXIDEXX LABS INC
7,508$5.0M0.34%
61
XOMEXXON MOBIL CORP
49,153$5.0M0.34%
62
VYMVANGUARD WHITEHALL FDS
40,967$5.0M0.34%
63
PGPROCTER AND GAMBLE CO
38,982$5.0M0.34%
64
ORCLORACLE CORP
27,872$5.0M0.34%
65
INTCINTEL CORP
136,303$5.0M0.34%
66
VOEVANGUARD INDEX FDS
28,655$5.0M0.34%
67
ASMLASML HOLDING N V
4,142$4.0M0.27%
68
MCKMCKESSON CORP
5,877$4.0M0.27%
69
VIGVANGUARD SPECIALIZED FUNDS
18,279$4.0M0.27%
70
BDXBECTON DICKINSON & CO
21,709$4.0M0.27%
71
AVGOBROADCOM INC
13,989$4.0M0.27%Put
72
CDNSCADENCE DESIGN SYSTEM INC
15,072$4.0M0.27%Put
73
COFCAPITAL ONE FINL CORP
18,043$4.0M0.27%
74
MRKMERCK & CO INC
42,211$4.0M0.27%
75
BBJPJ P MORGAN EXCHANGE TRADED F
73,940$4.0M0.27%
76
MSCIMSCI INC
7,790$4.0M0.27%
77
LHXL3HARRIS TECHNOLOGIES INC
15,840$4.0M0.27%
78
UNHUNITEDHEALTH GROUP INC
12,329$4.0M0.27%
79
ENPHENPHASE ENERGY INC
129,997$4.0M0.27%
80
AMATAPPLIED MATLS INC
11,812$3.0M0.20%
81
TGENTECOGEN INC NEW
610,000$3.0M0.20%
82
CVXCHEVRON CORP NEW
21,936$3.0M0.20%
83
ALCALCON AG
48,119$3.0M0.20%
84
WSTWEST PHARMACEUTICAL SVSC INC
11,897$3.0M0.20%
85
IQVIQVIA HLDGS INC
14,835$3.0M0.20%
86
TTTRANE TECHNOLOGIES PLC
8,828$3.0M0.20%
87
NDQINVESCO QQQ TR
7,152$3.0M0.20%Put
88
TDYTELEDYNE TECHNOLOGIES INC
6,121$3.0M0.20%
89
TEVATEVA PHARMACEUTICAL INDS LTD
141,347$3.0M0.20%Put
90
GLDMWORLD GOLD TR
35,804$3.0M0.20%
91
MUMICRON TECHNOLOGY INC
11,131$3.0M0.20%
92
FICOFAIR ISAAC CORP
1,908$3.0M0.20%
93
GQ9SPDR GOLD TR
7,815$3.0M0.20%
94
IDNINTELLICHECK INC
516,029$3.0M0.20%
95
TFIITFI INTL INC
30,378$3.0M0.20%
96
HONHONEYWELL INTL INC
18,524$3.0M0.20%
97
VWOVANGUARD INTL EQUITY INDEX F
45,029$2.0M0.14%
98
PFEPFIZER INC
119,167$2.0M0.14%
99
TSLATESLA INC
6,461$2.0M0.14%
100
BSYBENTLEY SYS INC
72,710$2.0M0.14%
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