Now live: Pro — the full 13F research suite for serious investorsSee pricing →
Clear Harbor Asset Management, LLC

Q1 2026 · 13F-HR

Clear Harbor Asset Management, LLCholdings as filed

Filed 2026-05-05 · accession 0001172661-26-001602

$1.45B
Reported value
450
Positions
2026-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$81.9M5.65%322,658CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$66.8M4.61%188,830CommonSOLE
Y2573F102FLEXFLEXTRONICS INTL LTD$53.7M3.70%820,449CommonSOLE
701094104PHPARKER-HANNIFIN CORP$45.0M3.10%50,267CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$44.5M3.07%68,449CommonSOLE
02079K107GOOGALPHABET INC$35.3M2.44%123,227CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$30.9M2.13%105,052CommonSOLE
922908769VTIVANGUARD INDEX FDS$29.4M2.02%91,492CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$29.1M2.01%60,672CommonSOLE
149123101CATCATERPILLAR INC$26.9M1.86%38,010CommonSOLE
594918104MSFTMICROSOFT CORP$26.6M1.83%71,862CommonSOLE
02079K305GOOGLALPHABET INC$26.0M1.79%90,448CommonSOLE
023135106AMZNAMAZON COM INC$23.2M1.60%111,344CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$22.9M1.58%304,965CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$22.7M1.57%166,970CommonSOLE
67066G104NVDANVIDIA CORPORATION$20.1M1.39%115,323CommonSOLE
65290E101NXTNEXTPOWER INC$17.7M1.22%146,997CommonSOLE
464287614IWFISHARES TR$17.4M1.20%40,758CommonSOLE
75513E101RTXRTX CORPORATION$17.3M1.19%89,426CommonSOLE
896239100TRMBTRIMBLE INC$15.5M1.07%238,234CommonSOLE
464285204IAUISHARES GOLD TR$15.4M1.06%174,669CommonSOLE
46137V613PRFINVESCO EXCHANGE TRADED FD T$15.0M1.03%315,293CommonSOLE
478160104JNJJOHNSON & JOHNSON$14.7M1.01%60,153CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$13.3M0.92%39,397CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$13.1M0.91%84,418CommonSOLE
235851102DHRDANAHER CORP DEL$12.4M0.86%65,446CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$12.0M0.83%88,832CommonSOLE
30303M102METAMETA PLATFORMS INC$11.2M0.77%19,520CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$10.9M0.75%21,812CommonSOLE
12572Q105CMECME GROUP INC$10.8M0.75%36,579CommonSOLE
21874C102CNMCORE & MAIN INC$10.4M0.72%210,843CommonSOLE
92826C839VVISA INC$10.1M0.70%33,552CommonSOLE
646025106NJRNEW JERSEY RES CORP$9.9M0.68%180,741CommonSOLE
260003108DOVDOVER CORP$8.9M0.62%42,856CommonSOLE
278865100ECLECOLAB INC$8.9M0.61%33,459CommonSOLE
437076102HDHOME DEPOT INC$8.8M0.61%26,904CommonSOLE
428291108HXLHEXCEL CORP NEW$8.8M0.61%109,142CommonSOLE
30231G102XOMEXXON MOBIL CORP$8.4M0.58%49,623CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$8.4M0.58%10,875CommonSOLE
172967424CCITIGROUP INC$8.4M0.58%74,014CommonSOLE
570535104MKLMARKEL GROUP INC$8.2M0.57%4,302CommonSOLE
09290D101BLKBLACKROCK INC$7.8M0.54%8,082CommonSOLE
G3223R108EGEVEREST GROUP LTD$7.7M0.53%23,520CommonSOLE
464287481IWPISHARES TR$7.5M0.52%58,582CommonSOLE
422806109HEIHEICO CORP NEW$7.4M0.51%27,014CommonSOLE
00287Y109ABBVABBVIE INC$7.2M0.50%33,334CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$7.1M0.49%14,439CommonSOLE
031100100AMEAMETEK INC$6.6M0.46%30,822CommonSOLE
907818108UNPUNION PAC CORP$6.4M0.44%26,364CommonSOLE
165303108CPKCHESAPEAKE UTILS CORP$6.1M0.42%48,615CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$5.9M0.41%30,982CommonSOLE
G0692U109AXSAXIS CAP HLDGS LTD$5.9M0.41%58,419CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$5.9M0.41%12,838CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$5.9M0.41%39,841CommonSOLE
742718109PGPROCTER & GAMBLE CO$5.8M0.40%39,988CommonSOLE
09260D107BXBLACKSTONE INC$5.6M0.39%48,930CommonSOLE
29355A107ENPHENPHASE ENERGY INC$5.5M0.38%146,320CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$5.5M0.38%15,957CommonSOLE
N07059210ASMLASML HLDG NV$5.4M0.37%4,073CommonSOLE
217204106CPRTCOPART INC$5.3M0.37%160,031CommonSOLE
58933Y105MRKMERCK & CO INC$5.3M0.37%44,146CommonSOLE
922908512VOEVANGUARD INDEX FDS$5.3M0.37%28,726CommonSOLE
872657101TPGTPG INC$5.3M0.37%130,667CommonSOLE
18915M107NETCLOUDFLARE INC$5.2M0.36%25,208CommonSOLE
46641Q217BBJPJ P MORGAN EXCHANGE TRADED F$5.1M0.35%74,131CommonSOLE
02079K107GOOGALPHABET INC$5.0M0.35%17,500PUTSOLE
58155Q103MCKMCKESSON CORP$5.0M0.34%5,774CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$4.7M0.32%1,118CommonSOLE
78409V104SPGIS&P GLOBAL INC$4.6M0.32%10,810CommonSOLE
68389X105ORCLORACLE CORP$4.4M0.30%29,912CommonSOLE
002824100ABTABBOTT LABORATORIES$4.4M0.30%42,440CommonSOLE
166764100CVXCHEVRON CORPORATION$4.4M0.30%21,050CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$4.3M0.30%80,046CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$4.3M0.30%19,967CommonSOLE
45168D104IDXXIDEXX LABS INC$4.2M0.29%7,388CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$4.1M0.28%14,796CommonSOLE
717081103PFEPFIZER INC$4.1M0.28%146,263CommonSOLE
438516106HONHONEYWELL INTL INC$3.9M0.27%17,418CommonSOLE
46090E103QQQINVESCO QQQ TR$3.9M0.27%6,814CommonSOLE
381430438GSEWGOLDMAN SACHS ETF TR$3.9M0.27%46,147CommonSOLE
038222105AMATAPPLIED MATLS INC$3.9M0.27%11,352CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$3.8M0.26%14,002CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$3.7M0.26%18,890CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$3.7M0.26%6,161CommonSOLE
79466L302CRMSALESFORCE INC$3.7M0.26%19,896CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$3.7M0.26%8,910CommonSOLE
075887109BDXBECTON DICKINSON & CO$3.7M0.26%23,522CommonSOLE
45817G201IDNINTELLICHECK MOBILISA INC$3.6M0.25%512,529CommonSOLE
87241L109TFIITRANSFORCE INC$3.4M0.23%31,398CommonSOLE
78463V107GLDSPDR GOLD TR$3.4M0.23%7,882CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$3.4M0.23%18,558CommonSOLE
98149E303GLDMWORLD GOLD TR$3.3M0.23%35,729CommonSOLE
892672106TWTRADEWEB MKTS INC$3.2M0.22%27,100CommonSOLE
83413U100SLRCSLR INVESTMENT CORP$3.2M0.22%222,473CommonSOLE
025072885AVUSAMERICAN CENTY ETF TR$3.1M0.21%27,662CommonSOLE
031162100AMGNAMGEN INC$3.1M0.21%8,705CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$3.0M0.21%3,604CommonSOLE
46266C105IQVIQVIA HLDGS INC$3.0M0.21%17,846CommonSOLE
46434G848PICKISHARES INC$2.9M0.20%51,428CommonSOLE
595112103MUMICRON TECHNOLOGY INC$2.8M0.20%8,411CommonSOLE
351858105FNVFRANCO NEV CORP$2.8M0.19%11,331CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$2.8M0.19%25,457CommonSOLE
11135F101AVGOBROADCOM INC$2.8M0.19%8,901CommonSOLE
82509L107SHOPSHOPIFY INC$2.7M0.19%22,894CommonSOLE
458140100INTCINTEL CORP$2.7M0.18%60,287CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$2.7M0.18%88,122CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$2.6M0.18%35,955CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$2.5M0.18%2,558CommonSOLE
03674X106ARANTERO RESOURCES CORP$2.5M0.17%59,602CommonSOLE
88160R101TSLATESLA INC$2.5M0.17%6,733CommonSOLE
06849F108BBARRICK MNG CORP$2.5M0.17%60,735CommonSOLE
949746101WMT2WELLS FARGO & CO$2.4M0.17%30,463CommonSOLE
H01301128ALCALCON AG$2.3M0.16%30,726CommonSOLE
244199105DEDEERE & CO$2.3M0.16%4,055CommonSOLE
H1467J104CBCHUBB LTD SWITZ$2.2M0.15%6,871CommonSOLE
130788102CWTCALIFORNIA WTR SVC GROUP$2.2M0.15%49,311CommonSOLE
958102105WDCWESTERN DIGITAL CORP$2.2M0.15%8,104CommonSOLE
291011104EMREMERSON ELEC CO$2.1M0.15%16,375CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$2.1M0.15%47,080CommonSOLE
46434G764EMXCISHARES INC$2.1M0.14%26,536CommonSOLE
125269100CFCF INDUSTRIES HOLD$2.0M0.14%15,571CommonSOLE
464287234EEMISHARES TR$2.0M0.14%35,438CommonSOLE
81762P102NOWSERVICENOW INC$2.0M0.14%19,234CommonSOLE
05464C101AXONAXON ENTERPRISE INC$2.0M0.14%4,697CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$2.0M0.14%12,010CommonSOLE
504922105LHLABCORP HOLDINGS INC$1.9M0.13%7,255CommonSOLE
46432F339QUALISHARES TR$1.9M0.13%10,059CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$1.9M0.13%23,006CommonSOLE
060505104BACBANK AMERICA CORP$1.9M0.13%38,773CommonSOLE
88033G407THCTENET HEALTHCARE CORP$1.9M0.13%9,945CommonSOLE
464287465EFAISHARES TR$1.9M0.13%19,162CommonSOLE
532457108LLYELI LILLY & CO$1.9M0.13%2,016CommonSOLE
482480100KLACKLA CORP$1.8M0.13%1,254CommonSOLE
651639106NEMNEWMONT CORP$1.8M0.13%16,996CommonSOLE
923725105VETVERMILION ENERGY INC$1.8M0.13%132,861CommonSOLE
703481101PTENPATTERSON-UTI ENERGY INC$1.8M0.12%166,887CommonSOLE
464286475EEMSISHARES INC$1.8M0.12%25,899CommonSOLE
889478103TOLTOLL BROTHERS INC$1.8M0.12%13,018CommonSOLE
33733E203FBTFIRST TR EXCHANGE-TRADED FD$1.8M0.12%8,799CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.8M0.12%29,013CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1.8M0.12%8,618CommonSOLE
254687106DISDISNEY WALT CO$1.7M0.12%17,924CommonSOLE
464287499IWRISHARES TR$1.7M0.12%17,747CommonSOLE
Y7542C130STNGSCORPIO TANKERS INC$1.7M0.12%22,931CommonSOLE
548661107LOWLOWES COS INC$1.7M0.12%7,138CommonSOLE
922908629VOVANGUARD INDEX FDS$1.7M0.12%5,867CommonSOLE
336433107FSLRFIRST SOLAR INC$1.7M0.12%8,532CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$1.7M0.12%28,456CommonSOLE
87876P201TGENTECOGEN INC NEW$1.7M0.11%650,000CommonSOLE
03073E105CORCENCORA INC$1.7M0.11%5,265CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$1.6M0.11%17,843CommonSOLE
784305104HTOH2O AMERICA$1.6M0.11%27,941CommonSOLE
29273V100ETENERGY TRANSFER L P$1.6M0.11%84,157CommonSOLE
464287507IJHISHARES TR$1.6M0.11%23,713CommonSOLE
80004C200SNDKSANDISK CORP$1.6M0.11%2,514CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$1.6M0.11%6,475CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$1.6M0.11%31,175CommonSOLE
87422Q109TLNTALEN ENERGY CORP$1.6M0.11%4,900CommonSOLE
052769106ADSKAUTODESK INC$1.6M0.11%6,500CommonSOLE
921078101OUNZVANECK MERK GOLD ETF$1.6M0.11%34,530CommonSOLE
526057104LENLENNAR CORP$1.5M0.10%17,484CommonSOLE
25243Q205DEODIAGEO PLC$1.5M0.10%20,201CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$1.5M0.10%37,344CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$1.5M0.10%15,876CommonSOLE
G54950103LINLINDE PLC$1.5M0.10%2,983CommonSOLE
78468R796SPYXSPDR SERIES TRUST$1.5M0.10%27,825CommonSOLE
464288570DSIISHARES TR$1.5M0.10%12,173CommonSOLE
17275R102CSCOCISCO SYS INC$1.5M0.10%18,833CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$1.5M0.10%22,758CommonSOLE
78440X887SLGSL GREEN RLTY CORP$1.4M0.10%39,208CommonSOLE
780287108RGLDROYAL GOLD INC$1.4M0.10%5,643CommonSOLE
963320205WHR 8.5 02/15/29 AWHIRLPOOL CORP$1.4M0.10%34,990CommonSOLE
219350105GLWCORNING INC$1.4M0.10%10,413CommonSOLE
25434V815DFSVDIMENSIONAL ETF TRUST$1.4M0.09%39,215CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$1.3M0.09%5,307CommonSOLE
43289P106HIMXHIMAX TECHNOLOGIES INC$1.3M0.09%167,105CommonSOLE
071813109BAXBAXTER INTL INC$1.3M0.09%77,784CommonSOLE
464287226AGGISHARES TR$1.3M0.09%13,090CommonSOLE
090572207BIOBIO RAD LABS INC$1.3M0.09%4,598CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.3M0.09%4,187CommonSOLE
256163106DOCUDOCUSIGN INC$1.3M0.09%26,386CommonSOLE
464287200IVVISHARES TR$1.2M0.08%1,857CommonSOLE
78467Y107MDYSTATE STR SPDR S&P MIDCAP 40$1.2M0.08%1,966CommonSOLE
097023105BABOEING CO$1.2M0.08%6,068CommonSOLE
136385101CNQCANADIAN NAT RES LTD MED TER$1.2M0.08%24,506CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$1.2M0.08%103,942CommonSOLE
863667101SYKSTRYKER CORPORATION$1.2M0.08%3,607CommonSOLE
806857108SLBSLB LIMITED$1.2M0.08%22,646CommonSOLE
713448108PEPPEPSICO INC$1.1M0.08%7,391CommonSOLE
37045V100GMGENERAL MTRS CO$1.1M0.08%15,381CommonSOLE
191216100KOCOCA COLA CO$1.1M0.08%15,053CommonSOLE
134429109CPBTHE CAMPBELLS COMPANY$1.1M0.08%51,395CommonSOLE
002896207ANFABERCROMBIE & FITCH CO$1.1M0.08%12,514CommonSOLE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$1.1M0.08%26,450CommonSOLE
31428X106FDXFEDEX CORP$1.1M0.08%3,125CommonSOLE
896945201TRIPTRIPADVISOR INC$1.1M0.08%103,747CommonSOLE
88830M102TWITITAN INTL INC ILL$1.1M0.07%153,800CommonSOLE
192108504CDECOEUR MNG INC$1.1M0.07%56,395CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.1M0.07%7,215CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$1.0M0.07%4,818CommonSOLE
48251W104KKRKKR & CO INC$1.0M0.07%11,229CommonSOLE
78467X109DIASTATE STR SPDR DOW JONES IND$1.0M0.07%2,235CommonSOLE
918204108VFCV F CORP$1.0M0.07%60,332CommonSOLE
872540109TJXTJX COS INC NEW$1.0M0.07%6,405CommonSOLE
693656100PVHPVH CORPORATION$1.0M0.07%14,647CommonSOLE
07556Q881BZHBEAZER HOMES USA INC$1.0M0.07%52,797CommonSOLE
269817102EICEAGLE POINT INCOME COMPANY I$965,8060.07%102,310CommonSOLE
14020Y102CGCPCAPITAL GRP FIXED INCM ETF T$960,5750.07%42,998CommonSOLE
09257R101BGBBLACKSTONE STRATEGIC CRED 20$959,6810.07%86,070CommonSOLE
126408103CSXCSX CORP$951,2930.07%23,174CommonSOLE
48581R205KSPIKASPI KZ JSC$949,9480.07%12,825CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$942,0200.06%4,458CommonSOLE
247361702DALDELTA AIR LINES INC$922,0930.06%13,870CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$889,9890.06%7,987CommonSOLE
46138G870VRPINVESCO EXCH TRADED FD TR II$888,2190.06%37,040CommonSOLE
464286806EWGISHARES INC$884,0860.06%22,286CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$882,6240.06%3,026CommonSOLE
023939101AMTMAMENTUM HOLDINGS INC$880,8520.06%33,775CommonSOLE
36828A101GEVGE VERNOVA INC$867,6810.06%994CommonSOLE
931142103WMTWALMART INC$862,8140.06%6,942CommonSOLE
209115104EDCONSOLIDATED EDISON INC$861,1870.06%7,609CommonSOLE
48666K109KBHKB HOME$858,0150.06%16,580CommonSOLE
440452100HRLHORMEL FOODS CORP$856,6680.06%37,822CommonSOLE
33740J203MARBFIRST TR EXCH TRADED FD III$854,1650.06%41,264CommonSOLE
452327109ILMNILLUMINA INC$851,1100.06%6,905CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$847,4290.06%6,376CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$846,1830.06%3,491CommonSOLE
902681105UGIUGI CORP NEW$829,7200.06%22,782CommonSOLE
27923Q109ECVTECOVYST INC$827,8630.06%64,375CommonSOLE
512807306LRCXLAM RESEARCH CORP$827,7190.06%3,874CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$824,5510.06%2,873CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$821,2610.06%6,546CommonSOLE
464287804IJRISHARES TR$819,4160.06%6,591CommonSOLE
128030202CALMCAL MAINE FOODS INC$816,4320.06%10,315CommonSOLE
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$804,6000.06%20,000CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$803,6840.06%5,013CommonSOLE
00206R102TAT&T INC$800,1240.06%27,600CommonSOLE
464287168DVYISHARES TR$797,9310.06%5,270CommonSOLE
963320106WHRWHIRLPOOL CORP$796,2910.05%14,768CommonSOLE
G5960L103MDTMEDTRONIC PLC$796,2270.05%9,189CommonSOLE
871829107SYYSYSCO CORP$794,2600.05%11,135CommonSOLE
21676P103CPSCOOPER-STANDARD HOLDINGS INC$792,9570.05%28,452CommonSOLE
747525103QCOMQUALCOMM INC$787,6180.05%6,116CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$784,5280.05%13,082CommonSOLE
46432F842IEFAISHARES TR$783,5370.05%8,655CommonSOLE
00214Q104ARKKARK ETF TR$777,7060.05%11,506CommonSOLE
29273V704ET 9.25 PERP IENERGY TRANSFER L P$776,1730.05%67,085CommonSOLE
205887102CAGCONAGRA BRANDS INC$768,8650.05%48,910CommonSOLE
20030N101CMCSACOMCAST CORP NEW$767,6480.05%26,738CommonSOLE
288578107EARNELLINGTON CREDIT COMPANY$767,2100.05%173,185CommonSOLE
617446448MSMORGAN STANLEY$763,1110.05%4,637CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$755,8820.05%2,904CommonSOLE
09225M101BSMBLACK STONE MINERALS L P$745,5220.05%49,307CommonSOLE
27616P301DEAEASTERLY GOVT PPTYS INC$745,4430.05%34,785CommonSOLE
369604301GEGE AEROSPACE$730,1400.05%2,573CommonSOLE
316841105FIGFIGMA INC$725,2080.05%34,305CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$719,3470.05%5,059CommonSOLE
670346105NUENUCOR CORP$716,9840.05%4,240CommonSOLE
125523100CITHE CIGNA GROUP$714,2690.05%2,677CommonSOLE
78471E105SKYXSKYX PLATFORMS CORP$708,5290.05%632,615CommonSOLE
464287598IWDISHARES TR$707,4610.05%3,311CommonSOLE
78464A599XSWSPDR SERIES TRUST$702,2010.05%4,935CommonSOLE
87283Q792TTEQT ROWE PRICE ETF INC$699,0860.05%23,105CommonSOLE
237266101DARDARLING INGREDIENTS INC$697,6680.05%11,280CommonSOLE
011659109ALKALASKA AIR GROUP INC$697,5330.05%18,965CommonSOLE
580135101MCDMCDONALDS CORP$696,7910.05%2,242CommonSOLE
718546104PSXPHILLIPS 66$692,6480.05%3,802CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$686,4800.05%11,206CommonSOLE
46434G822EWJISHARES INC$684,0480.05%8,101CommonSOLE
922908538VOTVANGUARD INDEX FDS$671,3660.05%2,608CommonSOLE
253868103DLRDIGITAL RLTY TR INC$670,5610.05%3,721CommonSOLE
892331307TMTOYOTA MOTOR CORP$666,7010.05%3,235CommonSOLE
66987V109NVSNOVARTIS AG$666,2960.05%4,362CommonSOLE
G9456A100GLNGGOLAR LNG LTD$665,5530.05%12,300CommonSOLE
65339F101NEENEXTERA ENERGY INC$664,7420.05%7,157CommonSOLE
833445109SNOWSNOWFLAKE INC$663,0050.05%4,396CommonSOLE
464287556IBBISHARES TR$659,3590.05%3,905CommonSOLE
530307107LBRDALIBERTY BROADBAND CORP$658,6860.05%13,116CommonSOLE
464287655IWMISHARES TR$656,3290.05%2,646CommonSOLE
G3223R108EGEVEREST GROUP LTD$653,7000.05%2,000PUTSOLE
443628102HBMHUDBAY MINERALS INC$649,9900.04%31,100CommonSOLE
30052F100EVGOEVGO INC$644,2600.04%374,570CommonSOLE
227046109CROXCROCS INC$639,7520.04%7,706CommonSOLE
98585N106YEXTYEXT INC$633,2540.04%164,910CommonSOLE
369550108GDGENERAL DYNAMICS CORP$632,8980.04%1,844CommonSOLE
35473P769FLINFRANKLIN TEMPLETON ETF TR$617,4600.04%18,587CommonSOLE
35922N100FVRFRONTVIEW REIT INC$608,4350.04%39,330CommonSOLE
852234103XYZBLOCK INC$607,6980.04%10,098CommonSOLE
922908363VOOVANGUARD INDEX FDS$604,2080.04%1,011CommonSOLE
88339J105TTDTHE TRADE DESK INC$601,2850.04%26,500CommonSOLE
46434G103IEMGISHARES INC$597,4180.04%8,565CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$590,7570.04%4,270CommonSOLE
03027X100AMTAMERICAN TOWER CORP$589,8780.04%3,418CommonSOLE
Y2106R110LPGDORIAN LPG LTD$589,6080.04%17,240CommonSOLE
M78673114PERIPERION NETWORK LTD$583,1160.04%58,370CommonSOLE
67079K100SMRNUSCALE PWR CORP$580,3190.04%53,535CommonSOLE
G0772R208NTBBANK OF N T BUTTERFIELD & SO$572,7670.04%10,914CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$561,1430.04%11,366CommonSOLE
46429B267GOVTISHARES TR$553,3220.04%24,152CommonSOLE
718172109PMPHILIP MORRIS INTL INC$552,7320.04%3,343CommonSOLE
46138J510BSMQINVESCO EXCH TRD SLF IDX FD$551,7620.04%23,355CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$542,6120.04%10,809CommonSOLE
87612E106TGTTARGET CORP$542,0060.04%4,472CommonSOLE
92189F106GDXVANECK ETF TRUST$541,4430.04%5,900CommonSOLE
46429B663HDVISHARES TR$537,9940.04%3,964CommonSOLE
89346D107TACTRANSALTA CORP$533,1700.04%40,700CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$528,6680.04%15,767CommonSOLE
81141R100SESEA LTD$528,4110.04%6,381CommonSOLE
46138G508BKLNINVESCO EXCH TRADED FD TR II$519,6390.04%25,460CommonSOLE
922475108VEEVVEEVA SYS INC$514,3320.04%2,928CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES NV$511,8780.04%6,354CommonSOLE
87043Q108SGSWEETGREEN INC$469,8770.03%90,535CommonSOLE
74623V103PCTPURECYCLE TECHNOLOGIES INC$463,8410.03%89,372CommonSOLE
19239V302CCOICOGENT COMM HOLDINGS INC$461,9760.03%24,521CommonSOLE
890930209TNGYTORTOISE CAPITAL SERIES TRUS$459,7070.03%44,075CommonSOLE
084423102WRBBERKLEY W R CORP$455,7410.03%6,876CommonSOLE
G29183103ETNEATON CORP PLC$449,9490.03%1,258CommonSOLE
500767306KWEBKRANESHARES TRUST$445,9530.03%15,686CommonSOLE
46137V449EQWLINVESCO EXCHANGE TRADED FD T$445,5180.03%3,866CommonSOLE
29250N105ENBENBRIDGE INC$435,3070.03%8,055CommonSOLE
219798105QDELQUIDELORTHO CORP$431,2710.03%26,249CommonSOLE
97717W851DXJWISDOMTREE TR$427,8490.03%2,698CommonSOLE
G5S37H101MRXMAREX GROUP PLC$426,9430.03%9,577CommonSOLE
857477103STTSTATE STR CORP$424,8620.03%3,357CommonSOLE
922908736VUGVANGUARD INDEX FDS$420,1920.03%962CommonSOLE
74348A467NOBLPROSHARES TR$419,2990.03%3,955CommonSOLE
427866108HSYHERSHEY CO$418,2750.03%2,012CommonSOLE
G3265R107APTVAPTIV PLC$410,8760.03%5,917CommonSOLE
987184108YORWYORK WTR CO$405,7460.03%13,325CommonSOLE
00214Q401ARKWARK ETF TR$403,4400.03%3,345CommonSOLE
609207105MDLZMONDELEZ INTL INC$402,9040.03%6,990CommonSOLE
316773100FITBFIFTH THIRD BANCORP$398,8130.03%8,584CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$395,9680.03%8,674CommonSOLE
46436E205IBDUISHARES TR$395,4200.03%17,000CommonSOLE
69331C108PCGPG&E CORP$395,0260.03%22,483CommonSOLE
46434G855RINGISHARES INC$394,9000.03%5,000CommonSOLE
780259305SHELSHELL PLC$390,1080.03%4,194CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$383,7910.03%4,503CommonSOLE
Q4982L109IRENIREN LIMITED$381,5360.03%11,130CommonSOLE
372460105GPCGENUINE PARTS CO$370,5480.03%3,504CommonSOLE
25459W862SPXLDIREXION SHARES ETF TRUST$369,7800.03%2,000CommonSOLE
92189H300EMLCVANECK ETF TRUST$360,3290.02%14,350CommonSOLE
69702V107PSBDPALMER SQUARE CAPITAL BDC IN$358,4810.02%36,692CommonSOLE
744320102PRUPRUDENTIAL FINL INC$344,9430.02%3,531CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$344,5000.02%5,300CommonSOLE
571903202MARMARRIOTT INTL INC NEW$341,7880.02%1,045CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$341,7110.02%13,614CommonSOLE
05601C105BGSFBGSF INC$336,6280.02%52,029CommonSOLE
45687V106IRINGERSOLL RAND INC$336,5040.02%4,200CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$334,9060.02%1,144CommonSOLE
33939L407GUNRFLEXSHARES TR$332,8910.02%6,035CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$331,0990.02%2,171CommonSOLE
74736K101QRVOQORVO INC$330,6530.02%4,272CommonSOLE
30040W108ESEVERSOURCE ENERGY$329,4260.02%4,755CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$325,5470.02%5,188CommonSOLE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$323,1770.02%9,119CommonSOLE
20459V105GPGIGPGI INC$319,9750.02%18,712CommonSOLE
336917109FDLFIRST TR EXCHANGE-TRADED FD$316,7890.02%6,236CommonSOLE
594972408MSTRSTRATEGY INC$314,6210.02%2,521CommonSOLE
922908751VBVANGUARD INDEX FDS$310,3750.02%1,185CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$308,3890.02%1,482CommonSOLE
78464A805SPTMSPDR SERIES TRUST$301,9300.02%3,819CommonSOLE
746228303PCYOPURE CYCLE CORP$297,1320.02%29,536CommonSOLE
83443Q103SOLSSOLSTICE ADVANCED MATLS INC$293,3680.02%3,852CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$293,2700.02%3,253CommonSOLE
375558103GILDGILEAD SCIENCES INC$292,8160.02%2,101CommonSOLE
74762E102QUREQUANTA SVCS INC$292,6610.02%533CommonSOLE
98954M101ZGZILLOW GROUP INC$291,0540.02%7,032CommonSOLE
02209S103MOALTRIA GROUP INC$289,6960.02%4,390CommonSOLE
303250104FICOFAIR ISAAC CORP$288,2360.02%270CommonSOLE
G8473T100STESTERIS PLC$287,4690.02%1,300CommonSOLE
921932505VOOGVANGUARD ADMIRAL FDS INC$285,3830.02%700CommonSOLE
85208R101CEFSPROTT ASSET MANAGEMENT LP$285,3180.02%5,979CommonSOLE
20464U100COMPCOMPASS INC$284,6080.02%38,934CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$281,7750.02%5,004CommonSOLE
922908744VTVVANGUARD INDEX FDS$281,7430.02%1,436CommonSOLE
13057Q305CRCCALIFORNIA RES CORP$278,6110.02%4,025CommonSOLE
941848103WATWATERS CORP$278,1450.02%934CommonSOLE
601137102MRPMILLROSE PPTYS INC$276,2480.02%9,866CommonSOLE
18539C204CWENCLEARWAY ENERGY INC$274,5190.02%6,987CommonSOLE
78468R812QUSSPDR SERIES TRUST$271,6920.02%1,582CommonSOLE
00130H105AESAES CORP$265,5370.02%18,845CommonSOLE
59100U108CASHPATHWARD FINANCIAL INC$260,1050.02%2,915CommonSOLE
464287432TLTISHARES TR$259,5600.02%2,994CommonSOLE
97717X701HEDJWISDOMTREE TR$256,3220.02%4,901CommonSOLE
64110L106NFLXNETFLIX INC.$254,7980.02%2,650CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$253,8680.02%2,140CommonSOLE
020002101ALLALLSTATE CORP$252,7470.02%1,219CommonSOLE
86881A100SGRYSURGERY PARTNERS INC$248,5440.02%20,851CommonSOLE
H11356104BGBUNGE GLOBAL SA$248,0400.02%1,950CommonSOLE
464287549IGMISHARES TR$244,6050.02%2,064CommonSOLE
21077P108CNTXCONTEXT THERAPEUTICS INC$243,1460.02%92,804CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$232,7110.02%3,980CommonSOLE
69343T107PJTPJT PARTNERS INC$230,1190.02%1,647CommonSOLE
61774A103MSDLMORGAN STANLEY DIRECT LENDIN$229,5020.02%16,440CommonSOLE
904767803ULUNILEVER PLC$228,5640.02%4,012CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$228,0290.02%3,137CommonSOLE
G0176J109ALLEALLEGION PLC$226,7980.02%1,561CommonSOLE
654106103NKENIKE INC$225,3300.02%4,266CommonSOLE
46429B598INDAISHARES TR$222,9580.02%4,760CommonSOLE
714046109RVTYREVVITY INC$219,0250.02%2,500CommonSOLE
73931J109AIOTPOWERFLEET INC$215,2920.01%69,900CommonSOLE
58733R102MELIMERCADOLIBRE INC$214,3980.01%124CommonSOLE
803054204SAPSAP SE$213,4990.01%1,247CommonSOLE
136635109CSIQCANADIAN SOLAR INC$212,3210.01%15,330CommonSOLE
001055102AFLAFLAC INC$206,8030.01%1,885CommonSOLE
388689101GPKGRAPHIC PACKAGING HLDG CO$204,6350.01%20,587CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$203,8450.01%2,058CommonSOLE
47215P106JDJD.COM INC$203,7080.01%6,889CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$203,2930.01%4,430CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$203,2060.01%1,292CommonSOLE
337738108FISVFISERV INC$202,4980.01%3,629CommonSOLE
43289P106HIMXHIMAX TECHNOLOGIES INC$196,7500.01%25,000CALLSOLE
G6564A105NOMDNOMAD FOODS LTD$191,8640.01%19,965CommonSOLE
088929104BGCBGC GROUP INC$187,9910.01%19,222CommonSOLE
03748R747AIVAPARTMENT INVT & MGMT CO$174,6030.01%42,900CommonSOLE
46090E103QQQINVESCO QQQ TR$173,1540.01%300PUTSOLE
74348T102PSECPROSPECT CAP CORP$170,9550.01%65,500CommonSOLE
77311W101RKTROCKET COS INC$165,7280.01%11,630CommonSOLE
L0415A103AUNAAUNA S A$160,7430.01%29,173CommonSOLE
85512C105SGUSTAR GROUP LP$159,6400.01%13,000CommonSOLE
185899101CLFCLEVELAND-CLIFFS INC NEW$156,7480.01%18,550CommonSOLE
70614W100PTONPELOTON INTERACTIVE INC$156,2200.01%36,415CommonSOLE
N90064101QUREUNIQURE NV$153,6900.01%9,400CommonSOLE
767292105RIOTRIOT PLATFORMS INC$149,8030.01%12,120CommonSOLE
798241105SJTSAN JUAN BASIN RTY TR$138,6480.01%28,825CommonSOLE
H8817H100RIGTRANSOCEAN LTD$133,9260.01%20,200CommonSOLE
46138E511PGXINVESCO EXCH TRADED FD TR II$132,9540.01%12,220CommonSOLE
037833100AAPLAPPLE INC$126,8950.01%500PUTSOLE
03879J100ABUSARBUTUS BIOPHARMA CORP$121,5000.01%27,000CommonSOLE
53632A300LIQTLIQTECH INTL INC$116,0440.01%60,756CommonSOLE
87615L107THTARGET HOSPITALITY CORP$106,7200.01%11,500CommonSOLE
820014405SBETSHARPLINK INC$106,4250.01%16,500CommonSOLE
44955L106IAUXI-80 GOLD CORP$105,4990.01%69,407CommonSOLE
45256X103IBRXIMMUNITYBIO INC$76,7000.01%10,000CommonSOLE
71425H100PVLPERMIANVILLE RTY TR$76,5640.01%41,386CommonSOLE
00770K202AMTXAEMETIS INC$69,4620.00%21,775CommonSOLE
69404D108PACBPACIFIC BIOSCIENCES CALIF IN$58,2520.00%44,130CommonSOLE
12674W109CABACABALETTA BIO INC$52,4550.00%19,500CommonSOLE
N90064101QUREUNIQURE NV$49,0500.00%3,000PUTSOLE
124155102BFLYBUTTERFLY NETWORK INC$46,2780.00%11,455CommonSOLE
595112103MUMICRON TECHNOLOGY INC$33,7840.00%100PUTSOLE
019770106ALLOALLOGENE THERAPEUTICS INC$24,4000.00%10,000CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$24,2390.00%100PUTSOLE
260003108DOVDOVER CORP$20,8450.00%100PUTSOLE
166764100CVXCHEVRON CORPORATION$20,6900.00%100CALLSOLE
68389X105ORCLORACLE CORP$14,7110.00%100PUTSOLE
00972D105AKBAAKEBIA THREAPEUTICS INC$13,9000.00%10,000CommonSOLE
589492107MREOMEREO BIOPHARMA GROUP PLC$11,5500.00%35,000CommonSOLE
Y2573F102FLEXFLEXTRONICS INTL LTD$6,5460.00%100CALLSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.