§ 13F · FUND PROFILE
SmartHarvest Portfolios, LLC.
AUM · $309M (13F)Positions · 461Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$22M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 103K | $21M | 6.6% | +13% |
| 2 | AAPL | APPLE INC | 59K | $17M | 5.5% | +9% |
| 3 | GOOGL | ALPHABET INC | 25K | $9M | 2.9% | −6% |
| 4 | AMZN | AMAZON COM INC | 37K | $9M | 2.8% | +5% |
| 5 | MSFT | MICROSOFT CORP | 21K | $8M | 2.6% | ±0% |
| 6 | AVGO | BROADCOM INC | 17K | $6M | 2.1% | −4% |
| 7 | GOOG | ALPHABET INC | 17K | $6M | 2.0% | +8% |
| 8 | TSLA | TESLA INC | 13K | $6M | 1.8% | −3% |
| 9 | ITOT | ISHARES TR | 30K | $5M | 1.6% | ±0% |
| 10 | MU | MICRON TECHNOLOGY INC | 4K | $5M | 1.6% | −8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SMARTHARVEST SIGNAL
AC read
SmartHarvest Portfolios, LLC is a Other fund managing $309 million in assets. The fund runs a broad portfolio of 461 positions.
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