Clear Harbor Asset Management, LLC Q4 2023 Filing

Filed January 18, 2024

Portfolio Value

$1.1B

Holdings

346

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (346 positions)

#StockSharesValue% PortfolioType
1
ROPROPER TECHNOLOGIES INC
225,042$122.7T11253096.37%
2
AAPLAPPLE INC
347,411$66.9T6135053.53%
3
SPYSPDR S&P 500 ETF TR
82,873$39.4T3612966.73%Put
4
AWCAMERICAN WTR WKS CO INC NEW
215,501$28.4T2608957.26%
5
PHPARKER-HANNIFIN CORP
59,477$27.4T2513295.56%
6
FLEXFLEX LTD
891,313$27.1T2490211.27%
7
MSFTMICROSOFT CORP
68,380$25.7T2358516.99%
8
NDQINVESCO QQQ TR
61,526$25.2T2311054.04%Put
9
ENPHENPHASE ENERGY INC
172,654$22.8T2092604.96%
10
JPMJPMORGAN CHASE & CO
121,094$20.6T1889309.46%
11
BRK/BBERKSHIRE HATHAWAY INC DEL
57,062$20.4T1866713.60%
12
GOOGALPHABET INC
137,744$19.4T1780542.89%
13
VTIVANGUARD INDEX FDS
78,445$18.6T1706830.12%
14
GOOGLALPHABET INC
108,662$15.2T1392256.69%Put
15
CATCATERPILLAR INC
49,397$14.6T1339627.73%
16
TRMBTRIMBLE INC
271,340$14.4T1324041.96%
17
DHRDANAHER CORPORATION
56,445$13.1T1197703.36%
18
AMZNAMAZON COM INC
85,590$13.0T1192810.51%
19
PXDEURPIONEER NAT RES CO
54,901$12.3T1132409.26%
20
HONHONEYWELL INTL INC
55,348$11.6T1064619.20%
21
VEUVANGUARD INTL EQUITY INDEX F
201,216$11.3T1036121.64%
22
IWFISHARES TR
36,082$10.9T1003356.31%
23
PRFINVESCO EXCHANGE TRADED FD T
297,836$10.5T961603.55%
24
JNJJOHNSON & JOHNSON
62,270$9.8T895231.34%
25
HIGHARTFORD FINL SVCS GROUP INC
116,909$9.4T861930.45%
26
CNMCORE & MAIN INC
225,185$9.1T834650.41%
27
MAMASTERCARD INCORPORATED
20,656$8.8T808059.57%
28
CPRTCOPART INC
155,545$7.6T699082.50%
29
IAU*ISHARES GOLD TR
192,108$7.5T687733.66%
30
CMECME GROUP INC
35,579$7.5T687278.81%
31
VVISA INC
28,143$7.3T672065.70%
32
BLKCHFBLACKROCK INC
8,968$7.3T667731.08%
33
HDHOME DEPOT INC
19,563$6.8T621838.60%
34
RTXRTX CORPORATION
79,663$6.7T614804.21%
35
CPKCHESAPEAKE UTILS CORP
61,607$6.5T596884.28%
36
REEVEREST GROUP LTD
16,872$6.0T547188.89%Call
37
UNPUNION PAC CORP
24,253$6.0T546393.47%
38
TMOTHERMO FISHER SCIENTIFIC INC
10,816$5.7T526589.37%
39
BXBLACKSTONE INC
43,318$5.7T520172.09%
40
SPGIS&P GLOBAL INC
12,767$5.6T515858.74%
41
DOVDOVER CORP
36,047$5.5T508544.60%
42
NJRNEW JERSEY RES CORP
123,519$5.5T505068.31%
43
ECLECOLAB INC
27,319$5.4T497028.00%
44
NVDANVIDIA CORPORATION
10,861$5.4T493340.02%Call
45
VYMVANGUARD WHITEHALL FDS
48,021$5.4T491686.17%
46
MKLMARKEL GROUP INC
3,773$5.4T491383.86%
47
IBDPISHARES TR
208,387$5.2T476123.88%
48
ABBVABBVIE INC
33,191$5.1T471785.12%
49
ZTSZOETIS INC
26,005$5.1T470777.18%
50
ABTABBOTT LABS
46,546$5.1T469923.98%
51
PGPROCTER AND GAMBLE CO
34,181$5.0T459427.80%
52
WSTWEST PHARMACEUTICAL SVSC INC
14,116$5.0T455907.85%
53
MRKMERCK & CO INC
44,528$4.9T445262.07%
54
AMEAMETEK INC
28,161$4.6T425910.25%
55
AMTAMERICAN TOWER CORP NEW
21,229$4.6T420361.04%
56
AXSAXIS CAP HLDGS LTD
82,191$4.6T417421.79%
57
IDXXIDEXX LABS INC
8,157$4.5T415277.96%
58
TSMTAIWAN SEMICONDUCTOR MFG LTD
43,291$4.5T412959.30%
59
MSCIMSCI INC
7,913$4.5T410541.13%
60
UNHUNITEDHEALTH GROUP INC
8,497$4.5T410313.29%
61
LDOSLEIDOS HOLDINGS INC
41,029$4.4T407338.08%
62
IWPISHARES TR
41,705$4.4T399591.28%
63
ADAMNEW YORK MTG TR INC
496,891$4.2T388764.35%
64
TRVCCITIGROUP INC
79,948$4.1T377211.43%
65
BKNGBOOKING HOLDINGS INC
1,143$4.1T371886.66%
66
HEIHEICO CORP NEW
22,601$4.0T370795.80%
67
TYLTYLER TECHNOLOGIES INC
9,157$3.8T351180.56%
68
HXLHEXCEL CORP NEW
49,905$3.7T337584.43%
69
FANGDIAMONDBACK ENERGY INC
22,313$3.5T317387.67%
70
LHXL3HARRIS TECHNOLOGIES INC
16,162$3.4T312227.35%
71
MCKMCKESSON CORP
7,112$3.3T302016.25%
72
ORCLORACLE CORP
31,040$3.3T300166.48%
73
RCREADY CAPITAL CORP
312,805$3.2T294085.64%
74
CWTCALIFORNIA WTR SVC GROUP
61,181$3.2T291077.78%
75
QRVOQORVO INC
27,164$3.1T280573.71%
76
INTUINTUIT
4,842$3.0T277613.64%
77
TWTRADEWEB MKTS INC
32,749$3.0T272988.25%
78
CFCF INDS HLDGS INC
36,672$2.9T267410.23%
79
WTRGESSENTIAL UTILS INC
76,179$2.8T260976.99%
80
AMGNAMGEN INC
9,741$2.8T257326.53%
81
VOEVANGUARD INDEX FDS
19,135$2.8T254508.72%
82
TDYTELEDYNE TECHNOLOGIES INC
6,213$2.8T254328.39%
83
TWITITAN INTL INC ILL
184,700$2.7T252084.49%
84
METAMETA PLATFORMS INC
7,737$2.7T251190.47%
85
RSPINVESCO EXCHANGE TRADED FD T
17,067$2.7T247017.55%
86
IDNINTELLICHECK INC
1,414,019$2.7T246425.20%
87
CVXCHEVRON CORP NEW
17,966$2.7T245799.01%
88
CDNSCADENCE DESIGN SYSTEM INC
9,699$2.6T242305.12%
89
WFCWELLS FARGO CO NEW
52,268$2.6T235968.37%
90
LENLENNAR CORP
16,964$2.5T231903.59%
91
XOMEXXON MOBIL CORP
25,198$2.5T231076.35%
92
BBJPJ P MORGAN EXCHANGE TRADED F
46,926$2.5T226055.27%
93
REGNREGENERON PHARMACEUTICALS
2,766$2.4T222826.27%Call
94
AMATAPPLIED MATLS INC
14,936$2.4T222030.85%
95
BABAALIBABA GROUP HLDG LTD
27,727$2.1T197122.85%Call
96
PVHPVH CORPORATION
17,501$2.1T196031.53%
97
TOLTOLL BROTHERS INC
19,683$2.0T185574.61%
98
PICKISHARES INC
46,763$2.0T184736.81%
99
INTCINTEL CORP
39,907$2.0T183933.78%
100
PAYCPAYCOM SOFTWARE INC
9,657$2.0T183101.76%
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