Clear Harbor Asset Management as of Sept. 30, 2017
Portfolio Holdings for Clear Harbor Asset Management
Clear Harbor Asset Management holds 244 positions in its portfolio as reported in the September 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Roper Industries (ROP) | 13.4 | $68M | 279k | 243.40 | |
Flextronics International Ltd Com Stk (FLEX) | 3.6 | $18M | 1.1M | 16.57 | |
American Water Works (AWK) | 3.4 | $17M | 213k | 80.91 | |
Apple (AAPL) | 2.9 | $15M | 96k | 154.12 | |
Trimble Navigation (TRMB) | 2.6 | $13M | 337k | 39.25 | |
Parker-Hannifin Corporation (PH) | 2.1 | $11M | 62k | 175.03 | |
Pioneer Natural Resources | 2.1 | $11M | 72k | 147.54 | |
Western Digital (WDC) | 2.0 | $10M | 121k | 86.40 | |
Hartford Financial Services (HIG) | 2.0 | $10M | 180k | 55.43 | |
Spdr S&p 500 Etf (SPY) | 2.0 | $10M | 40k | 251.24 | |
Taiwan Semiconductor Mfg (TSM) | 1.9 | $9.6M | 255k | 37.55 | |
Berkshire Hathaway (BRK.B) | 1.6 | $8.0M | 44k | 183.33 | |
Honeywell International (HON) | 1.5 | $7.5M | 53k | 141.74 | |
Unknown | 1.5 | $7.6M | 796k | 9.50 | |
Energen Corporation | 1.3 | $6.7M | 123k | 54.68 | |
Discover Financial Services (DFS) | 1.3 | $6.6M | 102k | 64.48 | |
Axis Capital Holdings (AXS) | 1.3 | $6.6M | 116k | 57.31 | |
Chesapeake Utilities Corporation (CPK) | 1.2 | $6.2M | 79k | 78.25 | |
Connecticut Water Service | 1.2 | $6.0M | 102k | 59.30 | |
Johnson Controls International Plc equity (JCI) | 1.2 | $6.0M | 149k | 40.29 | |
New Jersey Resources Corporation (NJR) | 1.2 | $5.9M | 141k | 42.15 | |
Macquarie Infrastructure Company | 1.2 | $5.9M | 82k | 72.18 | |
Johnson & Johnson (JNJ) | 1.1 | $5.8M | 45k | 130.02 | |
Northwest Natural Gas | 1.1 | $5.7M | 89k | 64.40 | |
Voya Financial (VOYA) | 1.0 | $5.2M | 129k | 39.89 | |
Solar Cap (SLRC) | 1.0 | $5.0M | 233k | 21.64 | |
JPMorgan Chase & Co. (JPM) | 1.0 | $5.0M | 52k | 95.50 | |
Exxon Mobil Corporation (XOM) | 0.9 | $4.6M | 56k | 81.98 | |
Core Laboratories | 0.9 | $4.6M | 46k | 98.70 | |
Cui Global | 0.9 | $4.4M | 1.2M | 3.69 | |
Caterpillar (CAT) | 0.8 | $4.3M | 34k | 124.71 | |
Qorvo (QRVO) | 0.8 | $4.3M | 60k | 70.68 | |
Goodyear Tire & Rubber Company (GT) | 0.8 | $4.2M | 127k | 33.25 | |
South Jersey Industries | 0.8 | $4.2M | 123k | 34.53 | |
Alphabet Inc Class C cs (GOOG) | 0.8 | $4.2M | 4.4k | 959.07 | |
Walgreen Boots Alliance (WBA) | 0.8 | $3.9M | 50k | 77.22 | |
General Motors Company (GM) | 0.7 | $3.7M | 93k | 40.38 | |
Two Harbors Investment | 0.7 | $3.7M | 369k | 10.08 | |
EQT Corporation (EQT) | 0.7 | $3.6M | 55k | 65.24 | |
Amc Networks Inc Cl A (AMCX) | 0.7 | $3.5M | 60k | 58.46 | |
California Water Service (CWT) | 0.7 | $3.3M | 87k | 38.16 | |
Intellicheck Mobilisa (IDN) | 0.7 | $3.3M | 1.1M | 2.88 | |
Matador Resources (MTDR) | 0.6 | $3.2M | 120k | 27.15 | |
Harris Corporation | 0.6 | $3.1M | 24k | 131.66 | |
PNC Financial Services (PNC) | 0.6 | $3.1M | 23k | 134.77 | |
Arthur J. Gallagher & Co. (AJG) | 0.6 | $3.0M | 48k | 61.55 | |
Westrock (WRK) | 0.6 | $2.9M | 52k | 56.74 | |
Alphabet Inc Class A cs (GOOGL) | 0.6 | $2.8M | 2.9k | 973.80 | |
Nexstar Broadcasting (NXST) | 0.6 | $2.8M | 45k | 62.31 | |
iShares Gold Trust | 0.5 | $2.7M | 222k | 12.31 | |
Commscope Hldg (COMM) | 0.5 | $2.7M | 82k | 33.21 | |
Merck & Co (MRK) | 0.5 | $2.6M | 41k | 64.03 | |
Microsoft Corporation (MSFT) | 0.5 | $2.5M | 33k | 74.49 | |
Vanguard Total Bond Market ETF (BND) | 0.5 | $2.4M | 30k | 81.97 | |
Ares Coml Real Estate (ACRE) | 0.5 | $2.4M | 178k | 13.31 | |
Target Corporation (TGT) | 0.5 | $2.4M | 40k | 59.00 | |
Express Scripts Holding | 0.5 | $2.3M | 37k | 63.33 | |
Wells Fargo & Company (WFC) | 0.4 | $2.2M | 41k | 55.16 | |
Solar Senior Capital | 0.4 | $2.2M | 128k | 17.23 | |
Tecogen (TGEN) | 0.4 | $2.1M | 671k | 3.19 | |
Wisdomtree Tr intl hedge eqt (HEDJ) | 0.4 | $2.1M | 32k | 64.70 | |
WisdomTree Japan Total Dividend (DXJ) | 0.4 | $2.0M | 36k | 54.69 | |
Titan International (TWI) | 0.4 | $1.9M | 186k | 10.15 | |
Hexcel Corporation (HXL) | 0.4 | $1.9M | 33k | 57.42 | |
Crestwood Equity Partners master ltd part | 0.4 | $1.9M | 77k | 24.40 | |
Celgene Corporation | 0.4 | $1.8M | 12k | 145.79 | |
Scorpio Tankers | 0.3 | $1.8M | 523k | 3.43 | |
Union Pacific Corporation (UNP) | 0.3 | $1.7M | 15k | 115.98 | |
Citigroup (C) | 0.3 | $1.6M | 22k | 72.72 | |
Ecolab (ECL) | 0.3 | $1.6M | 12k | 128.62 | |
Ashford Hospitality Trust | 0.3 | $1.6M | 234k | 6.67 | |
Pfizer (PFE) | 0.3 | $1.5M | 42k | 35.70 | |
V.F. Corporation (VFC) | 0.3 | $1.5M | 23k | 63.57 | |
Aetna | 0.3 | $1.5M | 9.4k | 159.02 | |
Fifth Street Finance | 0.3 | $1.4M | 256k | 5.47 | |
iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.3 | $1.4M | 13k | 106.53 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.3 | $1.4M | 26k | 52.72 | |
Vanguard Consumer Discretionary ETF (VCR) | 0.3 | $1.4M | 9.5k | 143.32 | |
Chevron Corporation (CVX) | 0.2 | $1.3M | 11k | 117.52 | |
Consolidated Edison (ED) | 0.2 | $1.3M | 16k | 80.65 | |
Lowe's Companies (LOW) | 0.2 | $1.3M | 16k | 79.95 | |
General Electric Company | 0.2 | $1.2M | 51k | 24.18 | |
Procter & Gamble Company (PG) | 0.2 | $1.2M | 13k | 90.98 | |
Vanguard Mortgage Bkd Sects ETF (VMBS) | 0.2 | $1.2M | 22k | 52.78 | |
Ishares Tr | 0.2 | $1.2M | 47k | 25.04 | |
Amgen (AMGN) | 0.2 | $1.1M | 6.1k | 186.49 | |
Avis Budget (CAR) | 0.2 | $1.1M | 30k | 38.07 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.2 | $1.1M | 9.1k | 121.27 | |
York Water Company (YORW) | 0.2 | $1.1M | 33k | 33.90 | |
Cherry Hill Mort (CHMI) | 0.2 | $1.1M | 62k | 18.10 | |
J.M. Smucker Company (SJM) | 0.2 | $996k | 9.5k | 104.93 | |
Marathon Petroleum Corp (MPC) | 0.2 | $1.0M | 18k | 56.09 | |
Allergan | 0.2 | $1.0M | 5.0k | 205.00 | |
Gilead Sciences (GILD) | 0.2 | $948k | 12k | 81.01 | |
Oracle Corporation (ORCL) | 0.2 | $953k | 20k | 48.36 | |
Aqua America | 0.2 | $922k | 28k | 33.20 | |
Vanguard Total Stock Market ETF (VTI) | 0.2 | $908k | 7.0k | 129.46 | |
iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.2 | $865k | 6.9k | 124.73 | |
QEP Resources | 0.2 | $888k | 104k | 8.57 | |
Pandora Media | 0.2 | $886k | 115k | 7.70 | |
Synergy Pharmaceuticals | 0.2 | $880k | 304k | 2.90 | |
Abbvie (ABBV) | 0.2 | $839k | 9.4k | 88.88 | |
McKesson Corporation (MCK) | 0.2 | $816k | 5.3k | 153.67 | |
Time Warner | 0.1 | $742k | 7.2k | 102.39 | |
CSX Corporation (CSX) | 0.1 | $763k | 14k | 54.25 | |
Illumina (ILMN) | 0.1 | $765k | 3.8k | 199.27 | |
Universal Display Corporation (OLED) | 0.1 | $756k | 5.9k | 128.83 | |
Pure Cycle Corporation (PCYO) | 0.1 | $751k | 100k | 7.50 | |
1iqtech International | 0.1 | $768k | 2.1M | 0.37 | |
3M Company (MMM) | 0.1 | $716k | 3.4k | 210.03 | |
First Solar (FSLR) | 0.1 | $718k | 16k | 45.89 | |
Industrial SPDR (XLI) | 0.1 | $710k | 10k | 71.00 | |
Hca Holdings (HCA) | 0.1 | $687k | 8.6k | 79.56 | |
Facebook Inc cl a (META) | 0.1 | $686k | 4.0k | 170.82 | |
Autodesk (ADSK) | 0.1 | $674k | 6.0k | 112.24 | |
Intel Corporation (INTC) | 0.1 | $646k | 17k | 38.08 | |
UnitedHealth (UNH) | 0.1 | $639k | 3.3k | 195.71 | |
Toll Brothers (TOL) | 0.1 | $660k | 16k | 41.47 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 0.1 | $673k | 7.6k | 88.75 | |
Calatlantic | 0.1 | $670k | 18k | 36.61 | |
FedEx Corporation (FDX) | 0.1 | $586k | 2.6k | 225.56 | |
Medical Properties Trust (MPW) | 0.1 | $591k | 45k | 13.13 | |
iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.1 | $622k | 5.0k | 123.44 | |
Ishares Trust Barclays (CMBS) | 0.1 | $596k | 12k | 51.53 | |
Schlumberger (SLB) | 0.1 | $576k | 8.3k | 69.82 | |
Illinois Tool Works (ITW) | 0.1 | $547k | 3.7k | 147.88 | |
Information Services (III) | 0.1 | $547k | 136k | 4.02 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.1 | $562k | 5.3k | 105.36 | |
SPDR Barclays Capital 1-3 Month T- | 0.1 | $571k | 13k | 45.79 | |
Ashford (AINC) | 0.1 | $551k | 9.1k | 60.64 | |
Coca-Cola Company (KO) | 0.1 | $488k | 11k | 45.05 | |
Home Depot (HD) | 0.1 | $532k | 3.3k | 163.44 | |
Abbott Laboratories (ABT) | 0.1 | $483k | 9.0k | 53.40 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $492k | 4.2k | 117.68 | |
Colgate-Palmolive Company (CL) | 0.1 | $498k | 6.8k | 72.87 | |
Qualcomm (QCOM) | 0.1 | $499k | 9.6k | 51.80 | |
Amazon (AMZN) | 0.1 | $496k | 516.00 | 961.24 | |
SPDR Gold Trust (GLD) | 0.1 | $532k | 4.4k | 121.66 | |
Whitestone REIT (WSR) | 0.1 | $510k | 39k | 13.06 | |
Vanguard European ETF (VGK) | 0.1 | $492k | 8.4k | 58.29 | |
Western Asset Global Cp Defi (GDO) | 0.1 | $499k | 27k | 18.22 | |
Pvh Corporation (PVH) | 0.1 | $512k | 4.1k | 126.11 | |
Eqt Midstream Partners | 0.1 | $491k | 6.6k | 74.96 | |
Blue Capital Reinsurance Hol | 0.1 | $513k | 31k | 16.46 | |
AutoNation (AN) | 0.1 | $440k | 9.3k | 47.44 | |
Bristol Myers Squibb (BMY) | 0.1 | $461k | 7.2k | 63.70 | |
Verizon Communications (VZ) | 0.1 | $467k | 9.4k | 49.49 | |
CVS Caremark Corporation (CVS) | 0.1 | $480k | 5.9k | 81.38 | |
Pepsi (PEP) | 0.1 | $463k | 4.2k | 111.32 | |
Graphic Packaging Holding Company (GPK) | 0.1 | $480k | 34k | 13.94 | |
Progenics Pharmaceuticals | 0.1 | $461k | 63k | 7.36 | |
Western Asset Hgh Yld Dfnd (HYI) | 0.1 | $468k | 30k | 15.55 | |
Monroe Cap (MRCC) | 0.1 | $463k | 32k | 14.30 | |
International Business Machines (IBM) | 0.1 | $406k | 2.8k | 145.21 | |
Philip Morris International (PM) | 0.1 | $399k | 3.6k | 111.14 | |
United Technologies Corporation | 0.1 | $431k | 3.7k | 116.14 | |
Clorox Company (CLX) | 0.1 | $409k | 3.1k | 131.94 | |
BlackRock Credit All Inc Trust IV (BTZ) | 0.1 | $394k | 29k | 13.58 | |
Liberty Global Inc C | 0.1 | $407k | 13k | 32.67 | |
Anthem (ELV) | 0.1 | $388k | 2.0k | 189.73 | |
Proshares Tr ultrapro short q | 0.1 | $419k | 16k | 26.79 | |
Emerson Electric (EMR) | 0.1 | $343k | 5.5k | 62.79 | |
Liberty Media | 0.1 | $354k | 15k | 23.60 | |
Occidental Petroleum Corporation (OXY) | 0.1 | $373k | 5.8k | 64.18 | |
Stryker Corporation (SYK) | 0.1 | $339k | 2.4k | 141.90 | |
Ez (EZPW) | 0.1 | $366k | 39k | 9.51 | |
iShares Lehman MBS Bond Fund (MBB) | 0.1 | $333k | 3.1k | 107.21 | |
Western Asset Emerging Mrkts Dbt Fnd (EMD) | 0.1 | $370k | 24k | 15.73 | |
Vanguard Mid-Cap Value ETF (VOE) | 0.1 | $370k | 3.5k | 105.68 | |
Ishares Inc etf (HYXU) | 0.1 | $338k | 6.3k | 53.56 | |
Stonecastle Finl (BANX) | 0.1 | $335k | 16k | 20.65 | |
Ishares Tr trs flt rt bd (TFLO) | 0.1 | $376k | 7.5k | 50.13 | |
Mylan Nv | 0.1 | $349k | 11k | 31.41 | |
Andeavor | 0.1 | $356k | 3.4k | 103.28 | |
Bank of America Corporation (BAC) | 0.1 | $310k | 12k | 25.35 | |
Legg Mason | 0.1 | $295k | 7.5k | 39.33 | |
Norfolk Southern (NSC) | 0.1 | $296k | 2.2k | 132.38 | |
At&t (T) | 0.1 | $305k | 7.8k | 39.13 | |
NVIDIA Corporation (NVDA) | 0.1 | $288k | 1.6k | 178.88 | |
Boeing Company (BA) | 0.1 | $295k | 1.2k | 254.09 | |
Altria (MO) | 0.1 | $317k | 5.0k | 63.40 | |
Deere & Company (DE) | 0.1 | $299k | 2.4k | 125.63 | |
Danaher Corporation (DHR) | 0.1 | $309k | 3.6k | 85.81 | |
Fifth Third Ban (FITB) | 0.1 | $318k | 11k | 27.98 | |
Rite Aid Corporation | 0.1 | $284k | 145k | 1.96 | |
Dime Community Bancshares | 0.1 | $313k | 15k | 21.53 | |
EMC Insurance | 0.1 | $310k | 11k | 28.18 | |
Apollo Global Management 'a' | 0.1 | $299k | 10k | 30.05 | |
Mondelez Int (MDLZ) | 0.1 | $317k | 7.8k | 40.63 | |
Nuveen Int Dur Qual Mun Trm | 0.1 | $282k | 21k | 13.20 | |
Proshares Trust Ultrapro Short S&p500 etf | 0.1 | $310k | 23k | 13.78 | |
Goldman Sachs (GS) | 0.1 | $248k | 1.0k | 237.55 | |
McDonald's Corporation (MCD) | 0.1 | $243k | 1.6k | 156.77 | |
Walt Disney Company (DIS) | 0.1 | $278k | 2.8k | 98.41 | |
Automatic Data Processing (ADP) | 0.1 | $245k | 2.2k | 109.18 | |
BB&T Corporation | 0.1 | $270k | 5.8k | 46.91 | |
Berkshire Hathaway (BRK.A) | 0.1 | $275k | 1.00 | 275000.00 | |
Macy's (M) | 0.1 | $252k | 12k | 21.82 | |
Dillard's (DDS) | 0.1 | $252k | 4.5k | 56.00 | |
Hershey Company (HSY) | 0.1 | $232k | 2.1k | 109.33 | |
CF Industries Holdings (CF) | 0.1 | $267k | 7.6k | 35.11 | |
Alaska Air (ALK) | 0.1 | $269k | 3.5k | 76.20 | |
Anworth Mortgage Asset Corporation | 0.1 | $247k | 41k | 6.00 | |
athenahealth | 0.1 | $265k | 2.1k | 124.30 | |
KVH Industries (KVHI) | 0.1 | $260k | 22k | 11.96 | |
North Amern Energy Partners | 0.1 | $278k | 64k | 4.36 | |
BlackRock Income Trust | 0.1 | $244k | 39k | 6.27 | |
United Ins Hldgs (ACIC) | 0.1 | $269k | 17k | 16.33 | |
Ishares Tr cur hdg ms emu (HEZU) | 0.1 | $249k | 8.3k | 30.05 | |
Vaneck Vectors Gold Miners mutual (GDX) | 0.1 | $267k | 12k | 22.97 | |
Dell Technologies Inc Class V equity | 0.1 | $240k | 3.1k | 77.10 | |
Plains Gp Holdings Lp-cl A (PAGP) | 0.1 | $236k | 11k | 21.85 | |
Matlin & Partners Acquisitio cl a | 0.1 | $243k | 25k | 9.72 | |
Himax Technologies (HIMX) | 0.0 | $207k | 19k | 10.94 | |
Cisco Systems (CSCO) | 0.0 | $203k | 6.0k | 33.70 | |
Travelers Companies (TRV) | 0.0 | $228k | 1.9k | 122.58 | |
Laboratory Corp. of America Holdings | 0.0 | $211k | 1.4k | 151.25 | |
Anadarko Petroleum Corporation | 0.0 | $210k | 4.3k | 48.84 | |
Entercom Communications | 0.0 | $178k | 16k | 11.46 | |
Marvell Technology Group | 0.0 | $179k | 10k | 17.90 | |
iShares Lehman Aggregate Bond (AGG) | 0.0 | $207k | 1.9k | 109.35 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.0 | $201k | 1.8k | 110.93 | |
Morgan Stanley Emerging Markets Domestic (EDD) | 0.0 | $209k | 26k | 8.03 | |
Nuveen Conn Prem Income Mun sh ben int | 0.0 | $215k | 18k | 12.21 | |
Connectone Banc (CNOB) | 0.0 | $209k | 8.5k | 24.59 | |
Black Stone Minerals (BSM) | 0.0 | $182k | 11k | 17.33 | |
Obsidian Energy | 0.0 | $199k | 190k | 1.05 | |
Xai Octagon Floatng Rate Alt (XFLT) | 0.0 | $206k | 20k | 10.10 | |
CBS Corporation | 0.0 | $135k | 68k | 2.00 | |
Central Fd Cda Ltd cl a | 0.0 | $130k | 10k | 12.68 | |
Gran Tierra Energy | 0.0 | $137k | 60k | 2.27 | |
Spectrum Pharmaceuticals | 0.0 | $141k | 10k | 14.04 | |
Nuveen NY Municipal Value (NNY) | 0.0 | $146k | 14k | 10.17 | |
Bellicum Pharma | 0.0 | $160k | 14k | 11.55 | |
Nabors Industries | 0.0 | $121k | 15k | 8.07 | |
AVEO Pharmaceuticals | 0.0 | $91k | 25k | 3.64 | |
Putnam Premier Income Trust (PPT) | 0.0 | $87k | 16k | 5.30 | |
Putnam High Income Securities Fund | 0.0 | $102k | 11k | 8.92 | |
Perma-fix Env. (PESI) | 0.0 | $97k | 26k | 3.79 | |
WidePoint Corporation | 0.0 | $33k | 50k | 0.66 | |
Direxion Daily Small Cp Bull 3X (TNA) | 0.0 | $6.0k | 35k | 0.17 | |
Sanofi Aventis Wi Conval Rt | 0.0 | $12k | 34k | 0.36 | |
Cytrx | 0.0 | $4.9k | 13k | 0.38 | |
Matlin & Partners Acquisitio *w exp 03/15/202 | 0.0 | $9.0k | 25k | 0.36 |