Holders — by stockHoldings — by fund
SmartHarvest Portfolios, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002066604
$309.3M
disclosed book value
461
positions
6.6%
largest position share
Positions, as of 2026-06-30
top 100 of 461 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 102,632 | $20.5M | 6.6% |
| 2 | AAPLAPPLE INC | 59,004 | $17.1M | 5.5% |
| 3 | GOOGLALPHABET INC | 25,208 | $9.0M | 2.9% |
| 4 | AMZNAMAZON COM INC | 36,938 | $8.8M | 2.8% |
| 5 | MSFTMICROSOFT CORP | 21,156 | $7.9M | 2.6% |
| 6 | AVGOBROADCOM INC | 16,959 | $6.4M | 2.1% |
| 7 | GOOGALPHABET INC | 17,197 | $6.1M | 2% |
| 8 | TSLATESLA INC | 13,302 | $5.6M | 1.8% |
| 9 | ITOTISHARES TR | 30,260 | $5.0M | 1.6% |
| 10 | MUMICRON TECHNOLOGY INC | 4,238 | $4.9M | 1.6% |
| 11 | METAMETA PLATFORMS INC | 8,013 | $4.5M | 1.5% |
| 12 | JPMJPMORGAN CHASE & CO | 13,371 | $4.4M | 1.4% |
| 13 | AMDADVANCED MICRO DEVICES INC | 6,551 | $3.8M | 1.2% |
| 14 | BRK/BBERKSHIRE HATHAWAY INC DEL | 7,421 | $3.7M | 1.2% |
| 15 | SPYSTATE STR SPDR S&P 500 ETF T | 4,815 | $3.6M | 1.2% |
| 16 | LLYELI LILLY & CO | 2,966 | $3.6M | 1.2% |
| 17 | EXMOCEXXON MOBIL CORP | 24,126 | $3.3M | 1.1% |
| 18 | LRCXLAM RESEARCH CORP | 6,998 | $3.0M | 1% |
| 19 | JNJJOHNSON & JOHNSON | 9,232 | $2.3M | 0.8% |
| 20 | AMATAPPLIED MATLS INC | 2,851 | $2.1M | 0.7% |
| 21 | VVISA INC | 5,996 | $2.1M | 0.7% |
| 22 | WMTWALMART INC | 17,839 | $2.0M | 0.7% |
| 23 | ABBVABBVIE INC | 7,933 | $2.0M | 0.6% |
| 24 | CSCOCISCO SYS INC | 16,949 | $2.0M | 0.6% |
| 25 | KLACKLA CORP | 6,398 | $1.9M | 0.6% |
| 26 | CATCATERPILLAR INC | 1,804 | $1.9M | 0.6% |
| 27 | COSTCOSTCO WHOLESALE CORPORATION | 1,977 | $1.8M | 0.6% |
| 28 | VTIVANGUARD INDEX FDS | 4,997 | $1.8M | 0.6% |
| 29 | VGTVANGUARD WORLD FD | 15,431 | $1.8M | 0.6% |
| 30 | VOOVANGUARD INDEX FDS | 2,534 | $1.7M | 0.6% |
| 31 | GEGE AEROSPACE | 4,414 | $1.6M | 0.5% |
| 32 | IVVISHARES TR | 2,106 | $1.6M | 0.5% |
| 33 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 3,120 | $1.5M | 0.5% |
| 34 | BACBANK OF AMER CORP | 25,895 | $1.5M | 0.5% |
| 35 | GSGOLDMAN SACHS GROUP INC | 1,445 | $1.5M | 0.5% |
| 36 | VTEBVANGUARD MUN BD FDS | 28,812 | $1.5M | 0.5% |
| 37 | TNGXTANGO THERAPEUTICS INC | 46,369 | $1.4M | 0.5% |
| 38 | IWFISHARES TR | 11,532 | $1.4M | 0.5% |
| 39 | INTCINTEL CORP | 9,806 | $1.4M | 0.4% |
| 40 | MAMASTERCARD INCORPORATED | 2,651 | $1.4M | 0.4% |
| 41 | KOCOCA COLA CO | 15,502 | $1.3M | 0.4% |
| 42 | CVXCHEVRON CORPORATION | 7,520 | $1.2M | 0.4% |
| 43 | QQQINVESCO QQQ TR | 1,686 | $1.2M | 0.4% |
| 44 | RTXRTX CORPORATION | 6,541 | $1.2M | 0.4% |
| 45 | NFLXNETFLIX INC. | 17,016 | $1.2M | 0.4% |
| 46 | GEVGE VERNOVA INC | 1,002 | $1.2M | 0.4% |
| 47 | MRKMERCK & CO INC | 8,628 | $1.1M | 0.4% |
| 48 | ADIANALOG DEVICES INC | 2,746 | $1.1M | 0.4% |
| 49 | NEMNEWMONT CORP | 11,444 | $1.1M | 0.3% |
| 50 | HDHOME DEPOT INC | 2,961 | $1.0M | 0.3% |
| 51 | ORCLORACLE CORP | 7,092 | $1.0M | 0.3% |
| 52 | ANGLOGOLD ASHANTI PLC | 12,655 | $1.0M | 0.3% |
| 53 | PMPHILIP MORRIS INTL INC | 5,628 | $1.0M | 0.3% |
| 54 | MSMORGAN STANLEY | 4,793 | $1.0M | 0.3% |
| 55 | SNDKSANDISK CORP | 439 | $998,167 | 0.3% |
| 56 | WFCWELLS FARGO & CO | 11,969 | $989,137 | 0.3% |
| 57 | UBERUBER TECHNOLOGIES INC | 12,867 | $928,483 | 0.3% |
| 58 | EATON CORP PLC | 2,111 | $899,602 | 0.3% |
| 59 | CCITIGROUP INC | 6,424 | $899,115 | 0.3% |
| 60 | PLTRPALANTIR TECHNOLOGIES INC | 7,674 | $895,326 | 0.3% |
| 61 | HLNHALEON PLC | 94,892 | $885,342 | 0.3% |
| 62 | LINDE PLC | 1,692 | $877,797 | 0.3% |
| 63 | LQDALIQUIDIA CORPORATION | 10,826 | $863,157 | 0.3% |
| 64 | PGPROCTER & GAMBLE CO | 5,859 | $859,126 | 0.3% |
| 65 | GLWCORNING INC | 3,352 | $856,213 | 0.3% |
| 66 | ANETARISTA NETWORKS INC | 4,975 | $845,153 | 0.3% |
| 67 | APHAMPHENOL CORP | 4,679 | $824,945 | 0.3% |
| 68 | IBMINTERNATIONAL BUSINESS MACHS | 2,927 | $823,205 | 0.3% |
| 69 | ASML HLDG NV | 413 | $821,778 | 0.3% |
| 70 | MRVLMARVELL TECHNOLOGY INC | 2,738 | $815,718 | 0.3% |
| 71 | CHUBB LIMITED | 2,380 | $810,974 | 0.3% |
| 72 | CRWDCROWDSTRIKE HLDGS INC | 1,054 | $804,350 | 0.3% |
| 73 | WILLIS TOWERS WATSON PLC LTD | 3,073 | $803,243 | 0.3% |
| 74 | SEAGATE TECHNOLOGY HLDNGS PL | 794 | $765,747 | 0.2% |
| 75 | PANWPALO ALTO NETWORKS INC | 2,245 | $765,665 | 0.2% |
| 76 | CHTCHUNGHWA TELECOM CO LTD | 17,217 | $762,024 | 0.2% |
| 77 | CMFISHARES TR | 13,124 | $756,454 | 0.2% |
| 78 | UNHUNITEDHEALTH GROUP INC | 1,793 | $745,219 | 0.2% |
| 79 | QCOMQUALCOMM INC | 4,016 | $742,174 | 0.2% |
| 80 | TXNTEXAS INSTRS INC | 2,484 | $740,376 | 0.2% |
| 81 | NVSNOVARTIS AG | 4,670 | $731,901 | 0.2% |
| 82 | AXPAMERICAN EXPRESS CO | 2,121 | $717,536 | 0.2% |
| 83 | ARCH CAP GROUP LTD | 7,364 | $714,750 | 0.2% |
| 84 | TJXTJX COS INC NEW | 4,702 | $712,426 | 0.2% |
| 85 | TAT&T INC | 34,303 | $710,076 | 0.2% |
| 86 | SMFGSUMITOMO MITSUI FIN GRP INC | 29,776 | $702,124 | 0.2% |
| 87 | BKNGBOOKING HOLDINGS INC | 3,891 | $693,608 | 0.2% |
| 88 | HSBCHSBC HLDGS PLC | 7,282 | $692,418 | 0.2% |
| 89 | SPYGSPDR SERIES TRUST | 5,808 | $691,095 | 0.2% |
| 90 | PWRQUANTA SVCS INC | 955 | $687,717 | 0.2% |
| 91 | AMGNAMGEN INC | 1,875 | $678,989 | 0.2% |
| 92 | BLTEBELITE BIO INC | 4,359 | $671,221 | 0.2% |
| 93 | OEFISHARES TR | 1,833 | $670,640 | 0.2% |
| 94 | IWDISHARES TR | 2,763 | $669,834 | 0.2% |
| 95 | PGRPROGRESSIVE CORP | 3,043 | $664,836 | 0.2% |
| 96 | WDCWESTERN DIGITAL CORP | 1,039 | $663,718 | 0.2% |
| 97 | VISVANGUARD WORLD FD | 1,839 | $662,739 | 0.2% |
| 98 | CACICACI INTL INC | 1,428 | $661,535 | 0.2% |
| 99 | DEDEERE & CO | 1,036 | $657,065 | 0.2% |
| 100 | ABTABBOTT LABORATORIES | 7,140 | $647,922 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.