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Clear Harbor Asset Management, LLC

Q2 2026 13F filing

Updated 29 days ago

450 disclosed positions worth $1.6B

Portfolio value
$1.6B
Total holdings
450
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-12

Full holdings

Every line item disclosed in Q2 2026

L
1.LPG

FLEX LTD

Value
$122.3M
Shares
754.4K
% Port
7.54%
A

APPLE INC

Value
$89.2M
Shares
308.2K
% Port
5.50%
R
3.ROP

ROPER TECHNOLOGIES INC

Value
$60.2M
Shares
177.8K
% Port
3.71%
S
4.SPY

STATE STR SPDR S&P 500 ETF T

Value
$51.3M
Shares
68.7K
% Port
3.16%
P
5.PH

PARKER-HANNIFIN CORP

Value
$49M
Shares
50.0K
% Port
3.02%
G

ALPHABET INC

Value
$41.4M
Shares
117.3K
% Port
2.56%
C
7.CAT

CATERPILLAR INC

Value
$39.9M
Shares
37.4K
% Port
2.46%
V

VANGUARD INDEX FDS

Value
$34.6M
Shares
93.4K
% Port
2.13%
J

JPMORGAN CHASE & CO

Value
$32.2M
Shares
98.5K
% Port
1.99%
G

ALPHABET INC

Value
$31.8M
Shares
89.0K
% Port
1.96%
B

BERKSHIRE HATHAWAY INC DEL

Value
$30.2M
Shares
60.4K
% Port
1.86%
V
12.VGES

VANGUARD INTL EQUITY INDEX F

Value
$26.7M
Shares
318.3K
% Port
1.64%
A
13.AMZN

AMAZON COM INC

Value
$26.2M
Shares
110.0K
% Port
1.62%
N
14.NVDA

NVIDIA CORPORATION

Value
$26.1M
Shares
130.5K
% Port
1.61%
M
15.MSFT

MICROSOFT CORP

Value
$23.6M
Shares
63.2K
% Port
1.45%
A
16.AWK

AMERICAN WTR WKS CO INC NEW

Value
$21.4M
Shares
162.9K
% Port
1.32%
E
17.ETHA

ISHARES TR

Value
$20M
Shares
161.4K
% Port
1.24%
N
18.NXT

NEXTPOWER INC

Value
$17.6M
Shares
147.5K
% Port
1.08%
I
19.IVZ

INVESCO EXCHANGE TRADED FD T

Value
$17M
Shares
315.4K
% Port
1.05%
T

TAIWAN SEMICONDUCTOR MANUFAC

Value
$16.9M
Shares
35.4K
% Port
1.04%
R
21.RTX

RTX CORPORATION

Value
$16.8M
Shares
88.3K
% Port
1.03%
J
22.JNJ

JOHNSON & JOHNSON

Value
$14.7M
Shares
57.9K
% Port
0.91%
I
23.IAU

ISHARES GOLD TR

Value
$13.2M
Shares
174.3K
% Port
0.81%
D
24.DHR

DANAHER CORP DEL

Value
$12.6M
Shares
66.2K
% Port
0.78%
T
25.TRMB

TRIMBLE INC

Value
$12.1M
Shares
237.1K
% Port
0.75%
V
26.V

VISA INC

Value
$11.8M
Shares
34.3K
% Port
0.73%
H

HARTFORD INSURANCE GROUP INC

Value
$11.6M
Shares
87.6K
% Port
0.72%
M
28.META

META PLATFORMS INC

Value
$11.1M
Shares
19.7K
% Port
0.69%
M
29.MA

MASTERCARD INCORPORATED

Value
$11.1M
Shares
21.6K
% Port
0.68%
H
30.HXL

HEXCEL CORP NEW

Value
$11M
Shares
109.7K
% Port
0.68%
N
31.NJR

NEW JERSEY RES CORP

Value
$10.3M
Shares
183.9K
% Port
0.64%
C
32.CNM

CORE & MAIN INC

Value
$10.3M
Shares
212.8K
% Port
0.63%
G

ALPHABET INC

Value
$10.2M
Shares
29.0K
% Port
0.63%
S
34.SPY

STATE STR SPDR S&P 500 ETF T

Value
$10.1M
Shares
13.5K
% Port
0.62%
H

HEICO CORP NEW

Value
$9.6M
Shares
27.0K
% Port
0.59%
D
36.DOV

DOVER CORP

Value
$9.6M
Shares
42.8K
% Port
0.59%
E
37.ECL

ECOLAB INC

Value
$9.5M
Shares
33.9K
% Port
0.58%
C
38.C-PR

CITIGROUP INC

Value
$9.1M
Shares
65.3K
% Port
0.56%
H
39.HD

HOME DEPOT INC

Value
$8.8M
Shares
24.9K
% Port
0.54%
M
40.MKL

MARKEL GROUP INC

Value
$8.5M
Shares
4.3K
% Port
0.52%
E
41.EG

EVEREST GROUP LTD

Value
$8.4M
Shares
23.6K
% Port
0.52%
N
42.NET

CLOUDFLARE INC

Value
$8.4M
Shares
34.1K
% Port
0.52%
E
43.ETHA

ISHARES TR

Value
$8.3M
Shares
56.7K
% Port
0.51%
A

ASML HLDG NV

Value
$8.2M
Shares
4.1K
% Port
0.51%
L
45.LDOS

LEIDOS HOLDINGS INC

Value
$8M
Shares
77.3K
% Port
0.49%
A
46.AMAT

APPLIED MATLS INC

Value
$7.7M
Shares
10.7K
% Port
0.48%
C
47.CME

CME GROUP INC

Value
$7.5M
Shares
34.0K
% Port
0.46%
B
48.BSTZ

BLACKROCK INC

Value
$7.5M
Shares
7.8K
% Port
0.46%
E
49.ENPH

ENPHASE ENERGY INC

Value
$7.3M
Shares
148.3K
% Port
0.45%
A
50.ABBV

ABBVIE INC

Value
$6.8M
Shares
27.2K
% Port
0.42%