SmartHarvest Portfolios, LLC 13F Holdings · Q2 2026
SmartHarvest Portfolios, LLC reported 461 securities worth $309.29M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (6.64%), AAPL (5.52%), GOOGL (2.91%). Among its top 25 positions this quarter: 18 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $20.5M | 6.64% | 102,632 | Added |
| 2 | AAPL | APPLE INC | $17.1M | 5.52% | 59,004 | Added |
| 3 | GOOGL | ALPHABET INC | $9.0M | 2.91% | 25,208 | Trimmed |
| 4 | AMZN | AMAZON COM INC | $8.8M | 2.85% | 36,938 | Added |
| 5 | MSFT | MICROSOFT CORP | $7.9M | 2.55% | 21,156 | Trimmed |
| 6 | AVGO | BROADCOM INC | $6.4M | 2.07% | 16,959 | Trimmed |
| 7 | GOOG | ALPHABET INC | $6.1M | 1.96% | 17,197 | Added |
| 8 | TSLA | TESLA INC | $5.6M | 1.81% | 13,302 | Trimmed |
| 9 | ITOT | ISHARES TR | $5.0M | 1.61% | 30,260 | Hold |
| 10 | MU | MICRON TECHNOLOGY INC | $4.9M | 1.58% | 4,238 | Trimmed |
| 11 | META | META PLATFORMS INC | $4.5M | 1.46% | 8,013 | Trimmed |
| 12 | JPM | JPMORGAN CHASE & CO | $4.4M | 1.42% | 13,371 | Added |
| 13 | AMD | ADVANCED MICRO DEVICES INC | $3.8M | 1.23% | 6,551 | Added |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.7M | 1.20% | 7,421 | Added |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $3.6M | 1.16% | 4,815 | Added |
| 16 | LLY | ELI LILLY & CO | $3.6M | 1.15% | 2,966 | Added |
| 17 | XOM | EXXON MOBIL CORP | $3.3M | 1.07% | 24,126 | Added |
| 18 | LRCX | LAM RESEARCH CORP | $3.0M | 0.98% | 6,998 | Added |
| 19 | JNJ | JOHNSON & JOHNSON | $2.3M | 0.76% | 9,232 | Added |
| 20 | AMAT | APPLIED MATLS INC | $2.1M | 0.67% | 2,851 | Added |
| 21 | V | VISA INC | $2.1M | 0.67% | 5,996 | Added |
| 22 | ABBV | ABBVIE INC | $2.0M | 0.65% | 7,933 | Added |
| 23 | WMT | WALMART INC | $2.0M | 0.65% | 17,839 | Added |
| 24 | CSCO | CISCO SYS INC | $2.0M | 0.64% | 16,949 | Added |
| 25 | CAT | CATERPILLAR INC | $1.9M | 0.62% | 1,804 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR