Clear Harbor Asset Management, LLC
RIA/Wealth
Clear Harbor Asset Management, LLC is a RIA/Wealth based in Stamford, CT led by Aaron John Kennon, reporting $1.7B in AUM as of Q3 2025 with ROP as the largest holding (7% allocation).
CEOAaron John Kennon
- Portfolio Value
- $1.4B
- Positions
- 405
- Top Holding
- ROP at 6.92%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Clear Harbor Asset Management, LLC's portfolio (33.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Industrial - Machinery Industrials | $98.1M | 6.92% | -$3.1M Sold | 0.18% 196.6K shares | |
Consumer Electronics Technology | $82.0M | 5.78% | -$1.5M Sold | 0.00% 322.0K shares | |
Hardware, Equipment & Parts Technology | $48.9M | 3.45% | -$1.0M Sold | 0.23% 844.4K shares | |
ETF ETF | $43.8M | 3.09% | +$239.2K Bought | — 65.8K shares | |
Industrial - Machinery Industrials | $39.6M | 2.80% | +$248.7K Bought | 0.04% 52.3K shares | |
Software - Infrastructure Technology | $37.4M | 2.64% | -$689.4K Sold | 0.00% 72.2K shares | |
Banks - Diversified Financial Services | $33.4M | 2.36% | -$747.6K Sold | 0.00% 105.9K shares | |
Internet Content & Information Communication Services | $30.3M | 2.14% | -$390.7K Sold | 0.00% 124.4K shares | |
ETF ETF | $29.8M | 2.10% | -$158.2K Sold | — 90.7K shares | |
Insurance - Diversified Financial Services | $29.4M | 2.07% | -$58.8K Sold | 0.00% 58.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Clear Harbor Asset Management, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Clear Harbor Asset Management, LLC
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