Lloyd Harbor Capital Management, LLC - Portfolio overview

Lloyd Harbor Capital Management, LLC has 27 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Energy and Basic Materials.

Largest reported holdings by portfolio allocation

1. XOM - EXXON MOBIL CORP, 13.65%
2. NLR - VANECK ETF TRUST, 9.13%
3. JKS - JINKOSOLAR HLDG CO LTD, 6.03%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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