Clear Harbor Asset Management, LLC Q2 2021 Filing

Filed August 6, 2021

Portfolio Value

$825.3B

Holdings

364

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (364 positions)

#StockSharesValue% PortfolioType
1
ROPROPER TECHNOLOGIES INC
223,773$105.2B12.75%
2
ENPHENPHASE ENERGY INC
186,824$34.3B4.16%
3
AAPLAPPLE INC
238,763$32.7B3.96%
4
AWCAMERICAN WTR WKS CO INC NEW
188,263$29.0B3.52%
5
TRMBTRIMBLE INC
288,163$23.6B2.86%
6
TSMTAIWAN SEMICONDUCTOR MFG LTD
191,558$23.0B2.79%
7
PHPARKER-HANNIFIN CORP
61,145$18.8B2.28%
8
FLEXFLEX LTD
885,172$15.8B1.92%
9
IDNINTELLICHECK INC
1,493,114$12.5B1.51%
10
HONHONEYWELL INTL INC
56,634$12.4B1.51%
11
VTIVANGUARD INDEX FDS
53,518$11.9B1.44%
12
GOOGALPHABET INC
4,642$11.6B1.41%
13
BRK/BBERKSHIRE HATHAWAY INC DEL
41,845$11.6B1.41%
14
MSFTMICROSOFT CORP
41,011$11.1B1.35%
15
CATCATERPILLAR INC
49,702$10.8B1.31%
16
PXDEURPIONEER NAT RES CO
64,833$10.5B1.28%
17
WFCWELLS FARGO CO NEW
212,829$9.6B1.17%
18
LIQTECH INTL INC
1,262,302$9.2B1.12%
19
VEUVANGUARD INTL EQUITY INDEX F
144,826$9.2B1.11%
20
BNDVANGUARD BD INDEX FDS
105,036$9.0B1.09%
21
QRVOQORVO INC
45,101$8.8B1.07%
22
HIGHARTFORD FINL SVCS GROUP INC
120,250$7.5B0.90%
23
CPKCHESAPEAKE UTILS CORP
61,717$7.4B0.90%
24
JPMJPMORGAN CHASE & CO
44,744$7.0B0.84%
25
SPGIS&P GLOBAL INC
16,469$6.8B0.82%
26
JNJJOHNSON & JOHNSON
40,192$6.6B0.80%
27
IAU*ISHARES GOLD TR
186,650$6.3B0.76%
28
GOOGLALPHABET INC
2,435$5.9B0.72%
29
ILMNILLUMINA INC
11,833$5.6B0.68%
30
TLTISHARES TR
36,900$5.3B0.65%Put
31
SPYSPDR S&P 500 ETF TR
11,703$5.0B0.61%
32
TAT&T INC
163,338$4.7B0.57%Call
33
UNPUNION PAC CORP
20,607$4.5B0.55%
34
REEVEREST RE GROUP LTD
17,677$4.5B0.54%
35
BMYBRISTOL-MYERS SQUIBB CO
66,630$4.5B0.54%
36
NJRNEW JERSEY RES CORP
110,863$4.4B0.53%
37
RTXRAYTHEON TECHNOLOGIES CORP
49,662$4.2B0.51%
38
PFEPFIZER INC
105,277$4.1B0.50%
39
WTRGESSENTIAL UTILS INC
89,251$4.1B0.49%
40
DISCKUSDDISCOVERY INC
137,716$4.0B0.48%
41
LHXL3HARRIS TECHNOLOGIES INC
18,240$3.9B0.48%
42
CWTCALIFORNIA WTR SVC GROUP
67,814$3.8B0.46%
43
NYMTEURNEW YORK MTG TR INC
829,850$3.7B0.45%
44
MTWMANITOWOC CO INC
144,160$3.5B0.43%
45
KHCKRAFT HEINZ CO
86,207$3.5B0.43%
46
ECLECOLAB INC
17,036$3.5B0.43%
47
DFSEURDISCOVER FINL SVCS
28,341$3.4B0.41%
48
PGPROCTER AND GAMBLE CO
24,665$3.3B0.40%
49
LDOSLEIDOS HOLDINGS INC
32,816$3.3B0.40%
50
UNHUNITEDHEALTH GROUP INC
8,033$3.2B0.39%
51
MMM3M CO
15,849$3.1B0.38%
52
DHRDANAHER CORPORATION
11,675$3.1B0.38%
53
MEOHMETHANEX CORP
94,610$3.1B0.38%
54
MRKMERCK & CO INC
39,687$3.1B0.37%
55
SLRCSLR INVESTMENT CORP
161,822$3.0B0.37%
56
FANGDIAMONDBACK ENERGY INC
32,072$3.0B0.36%
57
MFICAPOLLO INVT CORP
219,680$3.0B0.36%
58
FDXFEDEX CORP
9,819$2.9B0.35%
59
ARANTERO RESOURCES CORP
192,299$2.9B0.35%
60
CHNGUSDCHANGE HEALTHCARE INC
125,350$2.9B0.35%
61
DEODIAGEO PLC
14,586$2.8B0.34%
62
EIXEDISON INTL
47,283$2.7B0.33%
63
ORCLORACLE CORP
34,598$2.7B0.33%
64
TRVCCITIGROUP INC
37,201$2.6B0.32%
65
IEFISHARES TR
22,117$2.6B0.31%
66
METAFACEBOOK INC
7,342$2.6B0.31%
67
CFCF INDS HLDGS INC
48,318$2.5B0.30%
68
CMCSACOMCAST CORP NEW
43,559$2.5B0.30%
69
AMZNAMAZON COM INC
703$2.4B0.29%
70
0VVBVIACOMCBS INC
52,762$2.4B0.29%
71
MUMICRON TECHNOLOGY INC
28,062$2.4B0.29%
72
VISNCOMMSCOPE HLDG CO INC
111,507$2.4B0.29%
73
BURBURFORD CAP LTD
227,490$2.3B0.28%
74
NETCLOUDFLARE INC
21,717$2.3B0.28%
75
FBTFIRST TR EXCHANGE-TRADED FD
12,939$2.2B0.27%
76
HDHOME DEPOT INC
6,965$2.2B0.27%
77
CVXCHEVRON CORP NEW
20,834$2.2B0.26%
78
HXLHEXCEL CORP NEW
34,960$2.2B0.26%
79
HTOSJW GROUP
31,812$2.0B0.24%
80
ABTABBOTT LABS
17,354$2.0B0.24%
81
LOWLOWES COS INC
10,285$2.0B0.24%
82
BABAALIBABA GROUP HLDG LTD
8,642$2.0B0.24%
83
PICKISHARES INC
43,193$2.0B0.24%
84
QCOMQUALCOMM INC
13,562$1.9B0.23%
85
BKNGBOOKING HOLDINGS INC
875$1.9B0.23%
86
IEIISHARES TR
14,645$1.9B0.23%
87
MACMACERICH CO
104,425$1.9B0.23%
88
DISDISNEY WALT CO
10,644$1.9B0.23%
89
VIRTVIRTU FINL INC
67,375$1.9B0.23%
90
LQDISHARES TR
13,690$1.8B0.22%
91
TWITITAN INTL INC ILL
213,110$1.8B0.22%
92
IHRTIHEARTMEDIA INC
66,921$1.8B0.22%
93
AMCAMC ENTMT HLDGS INC
31,800$1.8B0.22%Put
94
TWTRUSDTWITTER INC
26,120$1.8B0.22%
95
ABBVABBVIE INC
15,606$1.8B0.21%
96
ADSKAUTODESK INC
6,015$1.8B0.21%
97
WBAWALGREENS BOOTS ALLIANCE INC
32,971$1.7B0.21%
98
XOMEXXON MOBIL CORP
27,290$1.7B0.21%
99
BILSPDR SER TR
18,366$1.7B0.20%
100
MOALTRIA GROUP INC
34,845$1.7B0.20%
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