Smartharvest Portfolios, LLC Top Holdings and 13F Report (2026) About Smartharvest Portfolios, LLCInvestment ActivitySmartharvest Portfolios, LLC has $239.71 million in total holdings as of March 31, 2026.Smartharvest Portfolios, LLC owns shares of 387 different stocks, but just 154 companies or ETFs make up 80% of its holdings.Approximately 6.21% of the portfolio was purchased this quarter.About 22.26% of the portfolio was sold this quarter.This quarter, Smartharvest Portfolios, LLC has purchased 366 new stocks and bought additional shares in 76 stocks.Smartharvest Portfolios, LLC sold shares of 220 stocks and completely divested from 50 stocks this quarter.Largest Holdings NVIDIA $15,885,835Apple $13,679,989Microsoft $7,838,001Alphabet $7,709,021Amazon.com $7,328,396 Largest New Holdings this Quarter G0593M107 - AstraZeneca $330,539 Holding14020X104 - Capital Group Global Growth Equity ETF $283,645 Holding674599105 - Occidental Petroleum $270,951 Holding80004C200 - SANDISK CORP $266,843 Holding46432F842 - iShares Core MSCI EAFE ETF $261,903 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 1,086 shares (about $648.99K)AstraZeneca 1,676 shares (about $330.54K)PALANTIR TECHNOLOGIES INC 2,094 shares (about $306.31K)Capital Group Global Growth Equity ETF 8,500 shares (about $283.65K)Occidental Petroleum 4,168 shares (about $270.95K) Largest Sales this Quarter NVIDIA 21,147 shares (about $3.69M)Apple 13,140 shares (about $3.33M)Microsoft 8,138 shares (about $3.01M)Amazon.com 11,338 shares (about $2.36M)iShares Core S&P 500 ETF 2,770 shares (about $1.81M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSmartharvest Portfolios, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$15,885,835$3,688,017 â–¼-18.8%91,0896.6%Computer and TechnologyAAPLApple$13,679,989$3,334,788 â–¼-19.6%53,9035.7%Computer and TechnologyMSFTMicrosoft$7,838,001$3,012,452 â–¼-27.8%21,1743.3%Computer and TechnologyGOOGLAlphabet$7,709,021$562,188 â–¼-6.8%26,8083.2%Computer and TechnologyAMZNAmazon.com$7,328,396$2,361,365 â–¼-24.4%35,1873.1%Retail/WholesaleAVGOBroadcom$5,479,743$1,595,176 â–¼-22.5%17,7052.3%Computer and TechnologyTSLATesla$5,116,767$1,093,689 â–¼-17.6%13,7642.1%Auto/Tires/TrucksMETAMeta Platforms$4,957,411$1,129,363 â–¼-18.6%8,6652.1%Computer and TechnologyGOOGAlphabet$4,555,919$1,633,958 â–¼-26.4%15,8821.9%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$4,309,932$165,504 â–¼-3.7%30,2601.8%ETFXOMExxonMobil$3,669,285$467,759 â–¼-11.3%21,6271.5%EnergyBRK.BBerkshire Hathaway$3,315,585$483,992 â–¼-12.7%6,9191.4%FinanceJPMJPMorgan Chase & Co.$2,879,709$792,729 â–¼-21.6%9,7901.2%FinanceLLYEli Lilly and Company$2,605,040$471,888 â–¼-15.3%2,8321.1%MedicalSPYSPDR S&P 500 ETF Trust$2,296,618$248,459 â–²12.1%3,5311.0%FinanceWALMART INC$2,065,525$571,686 â–¼-21.7%16,6200.9%COMCOSTCostco Wholesale$1,932,342$392,647 â–¼-16.9%1,9390.8%Retail/WholesalePALANTIR TECHNOLOGIES INC$1,847,955$306,310 â–²19.9%12,6330.8%CL ANFLXNetflix$1,716,470$72,497 â–²4.4%17,8520.7%Consumer DiscretionaryABBVAbbVie$1,653,493$505,421 â–¼-23.4%7,6030.7%MedicalVVisa$1,650,997$458,761 â–¼-21.7%5,4630.7%Business ServicesVTIVanguard Total Stock Market ETF$1,602,973$97,519 â–²6.5%4,9970.7%ETFMUMicron Technology$1,556,147$180,075 â–²13.1%4,6060.6%Computer and TechnologyJNJJohnson & Johnson$1,548,643$292,372 â–¼-15.9%6,3350.6%MedicalCVXChevron$1,533,693$220,961 â–¼-12.6%7,4130.6%EnergyLAM RESEARCH CORP$1,429,465$259,184 â–¼-15.3%6,6900.6%COM NEWVTEBVanguard Tax-Exempt Bond ETF$1,416,167$54,729 â–²4.0%28,3860.6%ETFVGTVanguard Information Technology ETF$1,336,134$94,192 â–²7.6%1,9150.6%ETFIVViShares Core S&P 500 ETF$1,334,885$1,809,017 â–¼-57.5%2,0440.6%ETFVOOVanguard S&P 500 ETF$1,323,085$648,993 â–²96.3%2,2140.6%ETFCSCOCisco Systems$1,302,089$130,038 â–¼-9.1%16,7820.5%Computer and TechnologyMAMastercard$1,282,215$549,663 â–¼-30.0%2,5660.5%Business ServicesRTXRTX$1,267,642$188,063 â–¼-12.9%6,5720.5%AerospaceCATCaterpillar$1,238,662$200,539 â–¼-13.9%1,7480.5%IndustrialsAMDAdvanced Micro Devices$1,222,818$321,013 â–¼-20.8%6,0110.5%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$1,217,372$79,737 â–¼-6.1%2,8550.5%ETFNEMNewmont$1,211,430$60,837 â–¼-4.8%11,1910.5%Basic MaterialsGEGE Aerospace$1,203,195$142,738 â–¼-10.6%4,2400.5%AerospaceORCLOracle$1,030,194$225,663 â–¼-18.0%7,0030.4%Computer and TechnologyKOCocaCola$1,027,568$201,909 â–¼-16.4%13,5120.4%Consumer StaplesHDHome Depot$1,020,336$308,864 â–¼-23.2%3,1020.4%Retail/WholesaleGSThe Goldman Sachs Group$975,539$301,207 â–¼-23.6%1,1530.4%FinanceTNGXTango Therapeutics$970,039$5,146 â–²0.5%46,3690.4%MedicalTSMTaiwan Semiconductor Manufacturing$969,331$174,736 â–¼-15.3%2,8680.4%Computer and TechnologyBACBank of America$966,516$237,656 â–¼-19.7%19,8260.4%FinanceAMATApplied Materials$926,004$188,687 â–¼-16.9%2,7090.4%Computer and TechnologyUBERUber Technologies$905,095$109,693 â–¼-10.8%12,5830.4%Computer and TechnologyKLACKLA$858,415$178,162 â–¼-17.2%5830.4%Computer and TechnologyADIAnalog Devices$847,685$108,784 â–¼-11.4%2,6650.4%Computer and TechnologyQQQInvesco QQQ$839,278$34,633 â–²4.3%1,4540.4%FinanceLINDE PLC$830,142$129,431 â–¼-13.5%1,6740.3%SHSPMPhilip Morris International$812,481$161,041 â–¼-16.5%4,9140.3%Consumer StaplesGE VERNOVA INC$803,068$186,801 â–¼-18.9%9200.3%COMPGProcter & Gamble$802,746$240,766 â–¼-23.1%5,5580.3%Consumer StaplesMRKMerck & Co., Inc.$801,085$160,097 â–¼-16.7%6,6600.3%MedicalCACICACI International$778,278$311,638 â–¼-28.6%1,4310.3%Computer and TechnologyCOPConocoPhillips$773,399$132,530 â–¼-14.6%5,8590.3%EnergyANGLOGOLD ASHANTI PLC$750,366$6,329 â–¼-0.8%7,7070.3%COM SHSABTAbbott Laboratories$728,979$160,478 â–¼-18.0%7,1000.3%MedicalGLTRabrdn Physical Precious Metals Basket Shares ETF$718,7310.0%3,2860.3%ETFIBMInternational Business Machines$714,694$205,029 â–¼-22.3%2,9490.3%Computer and TechnologyTJXTJX Companies$713,929$106,530 â–¼-13.0%4,4700.3%Retail/WholesaleWFCWells Fargo & Company$699,431$166,459 â–¼-19.2%8,7860.3%FinanceTAT&T$695,087$212,814 â–¼-23.4%23,9770.3%Computer and TechnologyBKNGBooking$694,703$46,314 â–¼-6.3%1650.3%Retail/WholesaleCHTChunghwa Telecom$692,229$60,826 â–²9.6%16,3880.3%UtilitiesETNEaton$683,287$109,111 â–¼-13.8%1,9100.3%IndustrialsNOCNorthrop Grumman$674,053$77,775 â–¼-10.3%9880.3%AerospaceNVSNovartis$673,187$239,060 â–²55.1%4,4070.3%MedicalBLTEBelite Bio$667,575$478 â–²0.1%4,1870.3%MedicalCBChubb$661,320$61,602 â–¼-8.5%2,0290.3%FinanceSSRMSilver Standard Resources$648,767$23,823 â–¼-3.5%22,0860.3%Basic MaterialsMCDMcDonald's$645,675$186,742 â–¼-22.4%2,0780.3%Retail/WholesaleMSMorgan Stanley$629,666$177,083 â–¼-22.0%3,8260.3%FinanceAMGNAmgen$627,008$130,187 â–¼-17.2%1,7820.3%MedicalHLNHaleon$618,361$59,600 â–²10.7%61,7740.3%MedicalCMFiShares California Muni Bond ETF$617,950$60,953 â–²10.9%10,8680.3%ETFETEnergy Transfer$601,540$16,115 â–²2.8%31,1680.3%EnergyMCKMcKesson$591,906$96,055 â–¼-14.0%6840.2%MedicalBNBrookfield$590,134$162 â–²0.0%14,5820.2%FinanceTOTALENERGIES SE$589,641$92,345 â–²18.6%6,4810.2%ACTHSBCHSBC$588,800$13,033 â–¼-2.2%7,1380.2%FinanceOEFiShares S&P 100 ETF$583,022$108,462 â–²22.9%1,8330.2%ETFDEDeere & Company$579,636$76,046 â–¼-11.6%1,0290.2%IndustrialsIWDiShares Russell 1000 Value ETF$578,6180.0%2,7080.2%ETFVISVanguard Industrials ETF$574,1730.0%1,8390.2%ETFIAUiShares Gold Trust$571,718$11,373 â–²2.0%6,4850.2%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$568,236$9,399 â–²1.7%5,8040.2%ETFCCitigroup$560,522$90,396 â–¼-13.9%4,9420.2%Financial ServicesASMLASML$557,390$34,342 â–²6.6%4220.2%Computer and TechnologyAXPAmerican Express$551,789$172,737 â–¼-23.8%1,8240.2%FinanceAPHAmphenol$550,633$161,728 â–¼-22.7%4,3580.2%Computer and TechnologyARISTA NETWORKS INC$550,423$66,424 â–¼-10.8%4,4830.2%COM SHSISRGIntuitive Surgical$536,592$121,240 â–¼-18.4%1,1640.2%MedicalSMFGSumitomo Mitsui Financial Group$535,131$18,071 â–¼-3.3%27,0950.2%FinanceSUSLiShares ESG MSCI USA Leaders ETF$528,7820.0%4,6550.2%ManufacturingGILDGilead Sciences$525,153$114,564 â–¼-17.9%3,7680.2%MedicalMPCMarathon Petroleum$520,356$145,045 â–¼-21.8%2,1310.2%EnergyNEENextEra Energy$515,081$139,776 â–¼-21.3%5,5460.2%UtilitiesDISWalt Disney$512,059$81,729 â–¼-13.8%5,3130.2%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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