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Ian Armstrong

@Clear Harbor Asset Management, Llc

Latest period2024 - Q4ReportedManaged Assets$1.254BTotal holdings375
Assets growth rate1.91%Assets growth rate (2-Q avg)3.79%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Clear Harbor Asset Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 375 positions.

Assets under management

The assets under management (AUM) of Clear Harbor Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.254B in assets, with a quarterly growth rate of 1.91% and a 2-quarter average growth rate of 3.79%. The portfolio is managed by Ian Armstrong, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BLKBlackrock Inc
Recent Activity
New Position
0.69%
$8.552M
8,342 shares@ $1025.23 avg price
IVWIshares Tr
Recent Activity
New Position
0.25%
$3.055M
30,092 shares@ $101.54 avg price
IWMIshares Tr
Recent Activity
New Position
0.19%
$2.348M
10,626 shares@ $220.97 avg price
NEPNextera Energy Partners Lp
Recent Activity
New Position
0.13%
$1.509M
84,762 shares@ $17.81 avg price
PGNYProgyny Inc
Recent Activity
New Position
0.08%
$989,029
57,335 shares@ $17.26 avg price
TEXTerex Corp New
Recent Activity
New Position
0.08%
$929,762
20,116 shares@ $46.23 avg price
DKDelek Us Hldgs Inc New
Recent Activity
New Position
0.08%
$920,375
49,750 shares@ $18.5 avg price
TQQQProshares Tr
Recent Activity
New Position
0.06%
$751,735
9,500 shares@ $79.13 avg price
FIFiserv Inc
Recent Activity
New Position
0.06%
$636,391
3,098 shares@ $205.42 avg price
EFCEllington Financial Inc
Recent Activity
New Position
0.05%
$564,489
46,575 shares@ $12.12 avg price