Clear Harbor Asset Management, LLC Q2 2023 Filing

Filed July 21, 2023

Portfolio Value

$1.0B

Holdings

347

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (347 positions)

#StockSharesValue% PortfolioType
1
ROPROPER TECHNOLOGIES INC
227,556$109.4T10714786.63%
2
AAPLAPPLE INC
355,224$68.9T6747869.61%
3
AWCAMERICAN WTR WKS CO INC NEW
217,267$31.0T3037384.21%
4
ENPHENPHASE ENERGY INC
173,371$29.0T2843603.25%
5
SPYSPDR S&P 500 ETF TR
65,137$28.9T2827744.36%
6
FLEXFLEX LTD
900,501$24.9T2437541.78%
7
MSFTMICROSOFT CORP
69,851$23.8T2329555.63%
8
PHPARKER-HANNIFIN CORP
60,607$23.6T2315056.14%
9
BRK/BBERKSHIRE HATHAWAY INC DEL
57,863$19.7T1932346.13%
10
JPMJPMORGAN CHASE & CO
124,825$18.2T1777933.12%
11
VTIVANGUARD INDEX FDS
79,993$17.6T1725665.63%
12
GOOGALPHABET INC
141,290$17.1T1673858.32%
13
TRMBTRIMBLE INC
281,040$14.9T1457074.25%
14
GOOGLALPHABET INC
109,129$13.1T1279275.00%
15
CATCATERPILLAR INC
50,479$12.4T1216364.43%
16
DHRDANAHER CORPORATION
50,944$12.2T1197394.78%
17
HONHONEYWELL INTL INC
56,075$11.6T1139516.31%
18
PXDEURPIONEER NAT RES CO
55,803$11.6T1132240.95%
19
VEUVANGUARD INTL EQUITY INDEX F
203,398$11.1T1083815.28%
20
TSMTAIWAN SEMICONDUCTOR MFG LTD
108,903$11.0T1076333.09%
21
AMZNAMAZON COM INC
84,145$11.0T1074242.32%
22
JNJJOHNSON & JOHNSON
65,061$10.8T1054632.38%
23
IWFISHARES TR
37,301$10.3T1005243.93%
24
PRFINVESCO EXCHANGE TRADED FD T
60,283$9.9T966153.14%
25
HIGHARTFORD FINL SVCS GROUP INC
119,421$8.6T842293.40%
26
MAMASTERCARD INCORPORATED
20,345$8.0T783666.71%
27
EEMISHARES TR
186,689$7.4T723277.63%
28
CPKCHESAPEAKE UTILS CORP
61,344$7.3T714911.40%
29
CPRTCOPART INC
78,652$7.2T702557.43%
30
CNMCORE & MAIN INC
228,793$7.2T702217.01%
31
IAU*ISHARES GOLD TR
192,625$7.0T686474.36%
32
ECLECOLAB INC
35,396$6.6T647149.80%
33
CMECME GROUP INC
34,568$6.4T627278.68%
34
BLKCHFBLACKROCK INC
9,009$6.2T609790.57%
35
HDHOME DEPOT INC
19,754$6.1T600955.14%
36
VVISA INC
25,680$6.1T597243.77%
37
ADAMNEW YORK MTG TR INC
595,829$5.9T578845.86%
38
REEVEREST RE GROUP LTD
16,612$5.7T556163.96%
39
WSTWEST PHARMACEUTICAL SVSC INC
14,474$5.5T542173.43%
40
PGPROCTER AND GAMBLE CO
36,072$5.5T536043.31%
41
DOVDOVER CORP
35,899$5.3T519094.12%
42
VYMVANGUARD WHITEHALL FDS
49,567$5.3T514899.06%
43
MKLMARKEL GROUP INC
3,722$5.1T504178.90%
44
MRKMERCK & CO INC
44,464$5.1T502465.56%
45
UNPUNION PAC CORP
24,884$5.1T498652.34%
46
NJRNEW JERSEY RES CORP
107,033$5.1T494754.02%
47
RTXRAYTHEON TECHNOLOGIES CORP
48,965$4.8T469749.54%
48
SPGIS&P GLOBAL INC
11,870$4.8T466021.03%
49
ABTABBOTT LABS
43,390$4.7T463260.68%
50
NVDANVIDIA CORPORATION
11,159$4.7T462293.20%
51
AMEAMETEK INC
28,610$4.6T453566.19%
52
ABBVABBVIE INC
34,160$4.6T450725.15%
53
TMOTHERMO FISHER SCIENTIFIC INC
8,772$4.6T448222.37%
54
ZTSZOETIS INC
26,163$4.5T441253.45%
55
TRVCCITIGROUP INC
96,193$4.4T433718.96%
56
BXBLACKSTONE INC
45,243$4.2T411937.95%
57
UNHUNITEDHEALTH GROUP INC
8,621$4.1T405795.39%
58
IDXXIDEXX LABS INC
8,233$4.1T404939.75%
59
AMTAMERICAN TOWER CORP NEW
21,262$4.1T403844.27%
60
HXLHEXCEL CORP NEW
53,035$4.0T394839.02%
61
IBDPISHARES TR
163,700$4.0T394699.27%
62
IWPISHARES TR
41,413$4.0T391904.16%
63
HEIHEICO CORP NEW
22,526$4.0T390344.38%
64
TYLTYLER TECHNOLOGIES INC
9,332$3.9T380616.88%
65
MSCIMSCI INC
8,001$3.8T367763.84%
66
IDNINTELLICHECK INC
1,501,669$3.7T363245.90%
67
RCREADY CAPITAL CORP
319,900$3.6T353388.93%
68
ORCLORACLE CORP
29,992$3.6T349792.33%
69
WFCWELLS FARGO CO NEW
82,368$3.5T344280.56%
70
ILMNILLUMINA INC
18,304$3.4T336088.55%
71
WTRGESSENTIAL UTILS INC
85,636$3.4T334709.26%
72
LHXL3HARRIS TECHNOLOGIES INC
16,990$3.3T325738.49%
73
BKNGBOOKING HOLDINGS INC
1,227$3.3T324482.30%
74
PAYCPAYCOM SOFTWARE INC
10,214$3.3T321336.79%
75
CWTCALIFORNIA WTR SVC GROUP
62,176$3.2T314379.72%
76
LDOSLEIDOS HOLDINGS INC
34,338$3.0T297542.96%
77
MFICMIDCAP FINANCIAL INVSTMNT CO
240,295$3.0T295572.44%
78
MCKMCKESSON CORP
7,012$3.0T293436.82%
79
FANGDIAMONDBACK ENERGY INC
22,496$3.0T289399.72%
80
QRVOQORVO INC
28,250$2.9T282277.34%
81
XOMEXXON MOBIL CORP
26,030$2.8T273401.66%
82
TDYTELEDYNE TECHNOLOGIES INC
6,615$2.7T266328.44%
83
CVXCHEVRON CORP NEW
17,248$2.7T265787.85%
84
DEODIAGEO PLC
14,251$2.5T242116.43%
85
FDXFEDEX CORP
9,888$2.5T240057.10%
86
VOEVANGUARD INDEX FDS
17,619$2.4T238772.41%
87
CFCF INDS HLDGS INC
35,008$2.4T238002.46%
88
VEEVVEEVA SYS INC
12,004$2.4T232449.26%
89
PFEPFIZER INC
64,143$2.4T230413.62%
90
LENLENNAR CORP
18,412$2.3T225952.08%
91
INTUINTUIT
5,034$2.3T225895.48%
92
BBJPJ P MORGAN EXCHANGE TRADED F
44,624$2.3T225238.44%
93
CDNSCADENCE DESIGN SYSTEM INC
9,616$2.3T220853.29%
94
TWTRADEWEB MKTS INC
31,847$2.2T213586.07%
95
VISNCOMMSCOPE HLDG CO INC
386,979$2.2T213366.11%Call
96
AMGNAMGEN INC
9,751$2.2T212022.66%
97
AMATAPPLIED MATLS INC
14,926$2.2T211281.31%
98
HTOSJW GROUP
30,038$2.1T206243.63%
99
TWITITAN INTL INC ILL
181,700$2.1T204280.27%
100
AXSAXIS CAP HLDGS LTD
37,592$2.0T198175.21%
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