SmartHarvest Portfolios
SEATTLE, WAfiles as SmartHarvest Portfolios, LLC
$309m in 461 US stocks at the end of 30 June 2026. The top 10 are 29.5% of the money. It changed about 14.0% of the portfolio this quarter.
Value
$309m
Stocks
461
Top 10 share
29.5%
Turnover
14.0%
What changed this quarter
New
Bought for the first time this quarter.
- Willis Towers WatsonWTW0.3% of the fund
- KrogerKR0.2% of the fund
- Dell TechnologiesDELL0.2% of the fund
- ASE Technology HldgASX0.2% of the fund
- Hut 8HUT0.1% of the fund
- GenpactG0.1% of the fund
- Invesco Exchange Traded FD TRSP0.1% of the fund
- SezzleSEZL0.1% of the fund
- Credo Technology Group HoldingCRDO0.1% of the fund
- Baxter InternationalBAX0.1% of the fund
- Dominion EnergyD0.1% of the fund
- lululemon athleticaLULU0.1% of the fund
- FlexFLEX0.1% of the fund
- Elevance HealthELV0.1% of the fund
- SempraSRE<0.1% of the fund
- Pelagos Insurance CapitalPLGO<0.1% of the fund
- OrixIX<0.1% of the fund
- Vanguard World FDMGC<0.1% of the fund
- Icici BankIBN<0.1% of the fund
- Tractor SupplyTSCO<0.1% of the fund
- Ishares TRIVW<0.1% of the fund
- eBayEBAY<0.1% of the fund
- United MicroelectronicsUMC<0.1% of the fund
- HDFC BankHDB<0.1% of the fund
- ArganAGX<0.1% of the fund
Added
Bought more of a stock they already held.
- NvidiaNVDA6.6% of the fund+13%
- AppleAAPL5.5% of the fund+9%
- Amazon.comAMZN2.8% of the fund+5%
- AlphabetGOOG2.0% of the fund+8%
- JPMorgan ChaseJPM1.4% of the fund+37%
- Advanced Micro DevicesAMD1.2% of the fund+9%
- Berkshire HathawayBRK-B1.2% of the fund+7%
- State STR Spdr S&P 500 ETF TSPY1.2% of the fund+36%
- Eli LillyLLY1.2% of the fund+5%
- ExxonMobil HoldingsXOM1.1% of the fund+12%
- Lam ResearchLRCX1.0% of the fund+5%
- Johnson & JohnsonJNJ0.8% of the fund+46%
- Applied MaterialsAMAT0.7% of the fund+5%
- VisaV0.7% of the fund+10%
- WalmartWMT0.7% of the fund+7%
- AbbVieABBV0.6% of the fund+4%
- KLAKLAC0.6% of the fund+10%
- CaterpillarCAT0.6% of the fund+3%
- Vanguard Index FDSVOO0.6% of the fund+14%
- General ElectricGE0.5% of the fund+4%
- Ishares TRIVV0.5% of the fund+3%
- Taiwan Semiconductor ManufacturingTSM0.5% of the fund+9%
- Bank of AmericaBAC0.5% of the fund+31%
- Goldman Sachs GroupGS0.5% of the fund+25%
- IntelINTC0.4% of the fund+40%
Cut
Sold some of their stake.
- AlphabetGOOGL2.9% of the fund-6%
- BroadcomAVGO2.1% of the fund-4%
- TeslaTSLA1.8% of the fund-3%
- Micron TechnologyMU1.6% of the fund-8%
- Meta PlatformsMETA1.5% of the fund-8%
- NetflixNFLX0.4% of the fund-5%
- Home DepotHD0.3% of the fund-5%
- Palantir TechnologiesPLTR0.3% of the fund-39%
- CorningGLW0.3% of the fund-8%
- ASML Holding NVASML0.3% of the fund-2%
- Seagate Technology HoldingsSTX0.2% of the fund-3%
- Booking HoldingsBKNG0.2% of the fund-6%
- Marathon PetroleumMPC0.2% of the fund-2%
- Northrop GrummanNOC0.2% of the fund-4%
- McDonald'sMCD0.2% of the fund-15%
- NextEra EnergyNEE0.2% of the fund-3%
- Parker-HannifinPH0.2% of the fund-5%
- CumminsCMI0.1% of the fund-8%
- Charles SchwabSCHW0.1% of the fund-7%
- S&P GlobalSPGI0.1% of the fund-2%
- Thermo Fisher ScientificTMO0.1% of the fund-9%
- Constellation EnergyCEG0.1% of the fund-5%
- Abivax SAABVX0.1% of the fund-3%
- Intuitive SurgicalISRG0.1% of the fund-25%
- DanaherDHR0.1% of the fund-9%
Sold out
Sold their entire stake.
- Interactive Brokers GroupIBKR-100%
- Honeywell InternationalHON-100%
- HCA HealthcareHCA-100%
- RelxRELX-100%
- Supernus PharmaceuticalsSUPN-100%
- AutodeskADSK-100%
- SAP SESAP-100%
- AdobeADBE-100%
- Gold FieldsGFI-100%
- AutozoneAZO-100%
- Southern CopperSCCO-100%
- GDS HldgsGDS-100%
- Porch GroupPRCH-100%
- NovonixNVX-100%
- EndavaDAVA-100%
- WiproWIT-100%
- Molecular Partners AGMOLN-100%
- Eason Technology LimitedDXF-100%
- Jiayin GroupJFIN-100%
- Cosan S ACSANY-100%
- Evotec AGEVO-100%
- XTL BiopharmaceuticalsXTLB-100%
- Grupo Televisa, S.A.B.TV-100%
- Gaotu TecheduGOTU-100%
- Lion Group Holding-100%
Holdings
- Ishares TRITOT
- Share
- 1.6%
- Value
- $5m
- Shares
- 30,260
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 1.2%
- Value
- $4m
- Shares
- 4,815
+36%
- Vanguard Index FDSVTI
- Share
- 0.6%
- Value
- $2m
- Shares
- 4,997
Held
- Vanguard World FDVGT
- Share
- 0.6%
- Value
- $2m
- Shares
- 15,431
Held
- Vanguard Index FDSVOO
- Share
- 0.6%
- Value
- $2m
- Shares
- 2,534
+14%
- Ishares TRIVV
- Share
- 0.5%
- Value
- $2m
- Shares
- 2,106
+3%
- Vanguard MUN BD FDSVTEB
- Share
- 0.5%
- Value
- $1m
- Shares
- 28,812
Held
- Ishares TRIWF
- Share
- 0.5%
- Value
- $1m
- Shares
- 11,532
Held
- Invesco QQQ TRQQQ
- Share
- 0.4%
- Value
- $1m
- Shares
- 1,686
+16%
- HaleonHLN
- Share
- 0.3%
- Value
- $885,342
- Shares
- 94,892
+54%
- Ishares TRCMF
- Share
- 0.2%
- Value
- $756,454
- Shares
- 13,124
+21%
- Sumitomo Mitsui FIN GRPSMFG
- Share
- 0.2%
- Value
- $702,124
- Shares
- 29,776
+10%
- Spdr Series TrustSPYG
- Share
- 0.2%
- Value
- $691,095
- Shares
- 5,808
Held
- Belite BIOBLTE
- Share
- 0.2%
- Value
- $671,221
- Shares
- 4,359
+4%
- Ishares TROEF
- Share
- 0.2%
- Value
- $670,640
- Shares
- 1,833
Held
- Ishares TRIWD
- Share
- 0.2%
- Value
- $669,834
- Shares
- 2,763
+2%
- Vanguard World FDVIS
- Share
- 0.2%
- Value
- $662,739
- Shares
- 1,839
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| NvidiaNVDA | 6.6% | $21m | 102,632 | +13% |
| AppleAAPL | 5.5% | $17m | 59,004 | +9% |
| AlphabetGOOGL | 2.9% | $9m | 25,208 | -6% |
| Amazon.comAMZN | 2.8% | $9m | 36,938 | +5% |
| MicrosoftMSFT | 2.6% | $8m | 21,156 | Held |
| BroadcomAVGO | 2.1% | $6m | 16,959 | -4% |
| AlphabetGOOG | 2.0% | $6m | 17,197 | +8% |
| TeslaTSLA | 1.8% | $6m | 13,302 | -3% |
| Ishares TRITOT | 1.6% | $5m | 30,260 | Held |
| Micron TechnologyMU | 1.6% | $5m | 4,238 | -8% |
| Meta PlatformsMETA | 1.5% | $5m | 8,013 | -8% |
| JPMorgan ChaseJPM | 1.4% | $4m | 13,371 | +37% |
| Advanced Micro DevicesAMD | 1.2% | $4m | 6,551 | +9% |
| Berkshire HathawayBRK-B | 1.2% | $4m | 7,421 | +7% |
| State STR Spdr S&P 500 ETF TSPY | 1.2% | $4m | 4,815 | +36% |
| Eli LillyLLY | 1.2% | $4m | 2,966 | +5% |
| ExxonMobil HoldingsXOM | 1.1% | $3m | 24,126 | +12% |
| Lam ResearchLRCX | 1.0% | $3m | 6,998 | +5% |
| Johnson & JohnsonJNJ | 0.8% | $2m | 9,232 | +46% |
| Applied MaterialsAMAT | 0.7% | $2m | 2,851 | +5% |
| VisaV | 0.7% | $2m | 5,996 | +10% |
| WalmartWMT | 0.7% | $2m | 17,839 | +7% |
| AbbVieABBV | 0.6% | $2m | 7,933 | +4% |
| Cisco SystemsCSCO | 0.6% | $2m | 16,949 | Held |
| KLAKLAC | 0.6% | $2m | 6,398 | +10% |
| CaterpillarCAT | 0.6% | $2m | 1,804 | +3% |
| Costco WholesaleCOST | 0.6% | $2m | 1,977 | Held |
| Vanguard Index FDSVTI | 0.6% | $2m | 4,997 | Held |
| Vanguard World FDVGT | 0.6% | $2m | 15,431 | Held |
| Vanguard Index FDSVOO | 0.6% | $2m | 2,534 | +14% |
| General ElectricGE | 0.5% | $2m | 4,414 | +4% |
| Ishares TRIVV | 0.5% | $2m | 2,106 | +3% |
| Taiwan Semiconductor ManufacturingTSM | 0.5% | $1m | 3,120 | +9% |
| Bank of AmericaBAC | 0.5% | $1m | 25,895 | +31% |
| Goldman Sachs GroupGS | 0.5% | $1m | 1,445 | +25% |
| Vanguard MUN BD FDSVTEB | 0.5% | $1m | 28,812 | Held |
| Tango TherapeuticsTNGX | 0.5% | $1m | 46,369 | Held |
| Ishares TRIWF | 0.5% | $1m | 11,532 | Held |
| IntelINTC | 0.4% | $1m | 9,806 | +40% |
| MastercardMA | 0.4% | $1m | 2,651 | +3% |
| Coca-ColaKO | 0.4% | $1m | 15,502 | +15% |
| ChevronCVX | 0.4% | $1m | 7,520 | Held |
| Invesco QQQ TRQQQ | 0.4% | $1m | 1,686 | +16% |
| RTXRTX | 0.4% | $1m | 6,541 | Held |
| NetflixNFLX | 0.4% | $1m | 17,016 | -5% |
| GE VernovaGEV | 0.4% | $1m | 1,002 | +9% |
| MerckMRK | 0.4% | $1m | 8,628 | +30% |
| Analog DevicesADI | 0.4% | $1m | 2,746 | +3% |
| NewmontNEM | 0.3% | $1m | 11,444 | +2% |
| Home DepotHD | 0.3% | $1m | 2,961 | -5% |
| OracleORCL | 0.3% | $1m | 7,092 | Held |
| AngloGold AshantiAU | 0.3% | $1m | 12,655 | +64% |
| Philip Morris InternationalPM | 0.3% | $1m | 5,628 | +15% |
| Morgan StanleyMS | 0.3% | $1m | 4,793 | +25% |
| SandiskSNDK | 0.3% | $998,167 | 439 | +5% |
| Wells Fargo & CompanyWFC | 0.3% | $989,137 | 11,969 | +36% |
| Uber TechnologiesUBER | 0.3% | $928,483 | 12,867 | +2% |
| EatonETN | 0.3% | $899,602 | 2,111 | +11% |
| CitigroupC | 0.3% | $899,115 | 6,424 | +30% |
| Palantir TechnologiesPLTR | 0.3% | $895,326 | 7,674 | -39% |
| HaleonHLN | 0.3% | $885,342 | 94,892 | +54% |
| LindeLIN | 0.3% | $877,797 | 1,692 | Held |
| LiquidiaLQDA | 0.3% | $863,157 | 10,826 | Held |
| Procter & GamblePG | 0.3% | $859,126 | 5,859 | +5% |
| CorningGLW | 0.3% | $856,213 | 3,352 | -8% |
| Arista NetworksANET | 0.3% | $845,153 | 4,975 | +11% |
| AmphenolAPH | 0.3% | $824,945 | 4,679 | +7% |
| International Business MachinesIBM | 0.3% | $823,205 | 2,927 | Held |
| ASML Holding NVASML | 0.3% | $821,778 | 413 | -2% |
| Marvell TechnologyMRVL | 0.3% | $815,718 | 2,738 | +7% |
| ChubbCB | 0.3% | $810,974 | 2,380 | +17% |
| CrowdStrike HoldingsCRWD | 0.3% | $804,350 | 1,054 | +10% |
| Willis Towers WatsonWTW | 0.3% | $803,243 | 3,073 | New |
| Seagate Technology HoldingsSTX | 0.2% | $765,747 | 794 | -3% |
| Palo Alto NetworksPANW | 0.2% | $765,665 | 2,245 | +11% |
| Chunghwa TelecomCHT | 0.2% | $762,024 | 17,217 | +5% |
| Ishares TRCMF | 0.2% | $756,454 | 13,124 | +21% |
| UnitedHealth GroupUNH | 0.2% | $745,219 | 1,793 | +36% |
| QualcommQCOM | 0.2% | $742,174 | 4,016 | +5% |
| Texas InstrumentsTXN | 0.2% | $740,376 | 2,484 | +6% |
| Novartis AGNVS | 0.2% | $731,901 | 4,670 | +6% |
| American ExpressAXP | 0.2% | $717,536 | 2,121 | +16% |
| Arch Capital GroupACGL | 0.2% | $714,750 | 7,364 | +64% |
| TJX CompaniesTJX | 0.2% | $712,426 | 4,702 | +5% |
| AT&TT | 0.2% | $710,076 | 34,303 | +43% |
| Sumitomo Mitsui FIN GRPSMFG | 0.2% | $702,124 | 29,776 | +10% |
| Booking HoldingsBKNG | 0.2% | $693,608 | 3,891 | -6% |
| HSBC HoldingsHSBC | 0.2% | $692,418 | 7,282 | +2% |
| Spdr Series TrustSPYG | 0.2% | $691,095 | 5,808 | Held |
| Quanta ServicesPWR | 0.2% | $687,717 | 955 | +3% |
| AmgenAMGN | 0.2% | $678,989 | 1,875 | +5% |
| Belite BIOBLTE | 0.2% | $671,221 | 4,359 | +4% |
| Ishares TROEF | 0.2% | $670,640 | 1,833 | Held |
| Ishares TRIWD | 0.2% | $669,834 | 2,763 | +2% |
| ProgressivePGR | 0.2% | $664,836 | 3,043 | +54% |
| Western DigitalWDC | 0.2% | $663,718 | 1,039 | +18% |
| Vanguard World FDVIS | 0.2% | $662,739 | 1,839 | Held |
| Caci InternationalCACI | 0.2% | $661,535 | 1,428 | Held |
| DeereDE | 0.2% | $657,065 | 1,036 | Held |
| Abbott LaboratoriesABT | 0.2% | $647,922 | 7,140 | Held |
Showing the largest 100 of 461.
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 7.5% since 31 December 2025.
Where the money is
Technology30.6%
Financial services11.5%
Media & telecom8.2%
Industrials8.0%
Retail & consumer7.7%
Health care7.6%
Everyday goods3.7%
Energy3.5%
Materials1.9%
Utilities1.2%
Real estate0.8%
Other15.5%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.