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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
PRFInvesco Exchange Traded Fd T
Recent Activity
Decreased -0.24%
0.96%
$11.942M
296,023 shares@ $40.35 avg price
HIGHartford Finl Svcs Group Inc
Recent Activity
Decreased -4.59%
0.88%
$10.988M
100,439 shares@ $109.41 avg price
CPRTCopart Inc
Recent Activity
Decreased -0.1%
0.73%
$9.132M
159,130 shares@ $57.4 avg price
NJRNew Jersey Res Corp
Recent Activity
Decreased -1.75%
0.71%
$8.809M
188,828 shares@ $46.65 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Decreased -3.15%
0.67%
$8.331M
42,186 shares@ $197.49 avg price
AXSAxis Cap Hldgs Ltd
Recent Activity
Decreased -3.03%
0.58%
$7.162M
80,813 shares@ $88.62 avg price
RCReady Capital Corp
Recent Activity
Decreased -34.66%
0.52%
$6.417M
940,950 shares@ $6.82 avg price
ABTAbbott Labs
Recent Activity
Decreased -1%
0.47%
$5.865M
51,852 shares@ $113.12 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -8.44%
0.44%
$5.477M
50,912 shares@ $107.58 avg price
AMEAmetek Inc
Recent Activity
Decreased -1.19%
0.41%
$5.118M
28,392 shares@ $180.27 avg price