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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
AAPLApple Inc
Recent Activity
Increased 2.24%
6.9%
$86.554M
345,634 shares@ $250.43 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 1.47%
2.99%
$37.46M
63,916 shares@ $586.09 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 7.23%
2.4%
$30.052M
71,296 shares@ $421.51 avg price
VTIVanguard Index Fds
Recent Activity
Increased 0.58%
1.97%
$24.689M
85,189 shares@ $289.82 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 7.74%
1.66%
$20.731M
94,492 shares@ $219.4 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 3.7%
1.4%
$17.516M
92,528 shares@ $189.31 avg price
IWFIshares Tr
Recent Activity
Increased 8.34%
1.28%
$15.942M
39,697 shares@ $401.59 avg price
CATCaterpillar Inc
Recent Activity
Increased 0.75%
1.22%
$15.281M
42,123 shares@ $362.77 avg price
NVDANvidia Corporation
Recent Activity
Increased 9.37%
1.11%
$13.824M
102,939 shares@ $134.3 avg price
DHRDanaher Corporation
Recent Activity
Increased 0.37%
1.1%
$13.796M
60,101 shares@ $229.56 avg price