IE
Insider Edges

LLOYD HARBOR CAPITAL MANAGEMENT, LLC 13F portfolio summary

LLOYD HARBOR CAPITAL MANAGEMENT, LLC of LLOYD HARBOR CAPITAL MANAGEMENT, LLC has 20 current stock holdings with a reported portfolio value of $244.6M. The portfolio 1 year return is +75.31%. Top holdings include XOM (19.06%), NLR (12.76%), PBR (7.95%), NXE (7.43%), URG (4.83%).

Back to investors

LLOYD HARBOR CAPITAL MANAGEMENT, LLC

LLOYD HARBOR CAPITAL MANAGEMENT, LLC
Latest filing: 2026-03-31

LLOYD HARBOR CAPITAL MANAGEMENT, LLC runs LLOYD HARBOR CAPITAL MANAGEMENT, LLC and currently holds 20 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $244.60M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. LLOYD HARBOR CAPITAL MANAGEMENT, LLC ranks #170 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, LLOYD HARBOR CAPITAL MANAGEMENT, LLC's portfolio at LLOYD HARBOR CAPITAL MANAGEMENT, LLC has delivered returns of +75.31%. Their 3-year annualized return is +108.81%. Looking at the 5-year horizon, LLOYD HARBOR CAPITAL MANAGEMENT, LLC has achieved +108.81% annualized returns at LLOYD HARBOR CAPITAL MANAGEMENT, LLC.

Sign in to enable email alerts for this investor.
Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+75.31%
#85/1000
3 Year
+108.81%
#186/1000
5 Year
+108.81%
#210/1000

Portfolio Value

$244.60M

Alpha Score

93.0

#170 of 1000

Holdings

20

Showper page

0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change