SmartHarvest Portfolios, LLC: 13F holdings
CIK 20666042026Q2
| Positions | 461 |
|---|
| Reported value | $309.3m |
|---|
| Filed | 2026-08-04 |
|---|
Change since last quarter
| Positions | 461 (+74 vs prior quarter) |
|---|
| Reported value | $309.3m (+29.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 102,632 | $20.5m | 6.6% |
| AAPL APPLE INC | 59,004 | $17.1m | 5.5% |
| GOOGL ALPHABET INC | 25,208 | $9.0m | 2.9% |
| AMZN AMAZON COM INC | 36,938 | $8.8m | 2.8% |
| MSFT MICROSOFT CORP | 21,156 | $7.9m | 2.6% |
| AVGO BROADCOM INC | 16,959 | $6.4m | 2.1% |
| GOOG ALPHABET INC | 17,197 | $6.1m | 2.0% |
| TSLA TESLA INC | 13,302 | $5.6m | 1.8% |
| ITOT ISHARES TR | 30,260 | $5.0m | 1.6% |
| MU MICRON TECHNOLOGY INC | 4,238 | $4.9m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2066604")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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