Smartharvest Portfolios, LLC Top Holdings and 13F Report (2026)

About Smartharvest Portfolios, LLC

Investment Activity

Smartharvest Portfolios, LLC has $309.29 million in total holdings as of June 30, 2026.
Smartharvest Portfolios, LLC owns shares of 461 different stocks, but just 175 companies or ETFs make up 80% of its holdings.
Approximately 15.94% of the portfolio was purchased this quarter.
About 2.85% of the portfolio was sold this quarter.
This quarter, Smartharvest Portfolios, LLC has purchased 387 new stocks and bought additional shares in 230 stocks.
Smartharvest Portfolios, LLC sold shares of 100 stocks and completely divested from 28 stocks this quarter.

Largest Holdings

NVIDIA: $20,535,555
Apple: $17,073,388
Alphabet: $9,008,432
Amazon.com: $8,803,870
Microsoft: $7,891,573

Largest New Holdings this Quarter

G96629103 - Willis Towers Watson Public: $803,243 Holding
501044101 - Kroger: $610,127 Holding
24703L202 - Dell Technologies: $537,713 Holding
00215W100 - ASE Technology: $479,580 Holding
44812J104 - HUT 8 CORP: $432,688 Holding

Largest Purchases this Quarter

NVIDIA: 11,543 shares (about $2.31M)
KLA: 5,815 shares (about $1.75M)
Vanguard Information Technology ETF: 13,516 shares (about $1.62M)
Apple: 5,101 shares (about $1.48M)
JPMorgan Chase & Co.: 3,581 shares (about $1.17M)

Largest Sales this Quarter

PALANTIR TECHNOLOGIES INC: 4,959 shares (about $578.57K)
Alphabet: 1,600 shares (about $571.78K)
Micron Technology: 368 shares (about $424.75K)
Meta Platforms: 652 shares (about $367.28K)
Ciena: 685 shares (about $336.03K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$20,535,555	$2,309,630 â–²	12.7%	102,632	6.6%	Technology
AAPL Apple	$17,073,388	$1,476,025 â–²	9.5%	59,004	5.5%	Technology
GOOGL Alphabet	$9,008,432	$571,782 â–¼	-6.0%	25,208	2.9%	Communication Services
AMZN Amazon.com	$8,803,870	$417,337 â–²	5.0%	36,938	2.8%	Consumer Discretionary
MSFT Microsoft	$7,891,573	$6,714 â–¼	-0.1%	21,156	2.6%	Technology
AVGO Broadcom	$6,406,398	$281,807 â–¼	-4.2%	16,959	2.1%	Technology
GOOG Alphabet	$6,076,184	$464,627 â–²	8.3%	17,197	2.0%	Communication Services
TSLA Tesla	$5,594,941	$194,321 â–¼	-3.4%	13,302	1.8%	Consumer Discretionary
ITOT iShares Core S&P Total U.S. Stock Market ETF	$4,970,810		0.0%	30,260	1.6%	ETF
MU Micron Technology	$4,891,510	$424,747 â–¼	-8.0%	4,238	1.6%	Technology
META Meta Platforms	$4,513,853	$367,282 â–¼	-7.5%	8,013	1.5%	Communication Services
JPM JPMorgan Chase & Co.	$4,376,639	$1,172,145 â–²	36.6%	13,371	1.4%	Finance
AMD Advanced Micro Devices	$3,805,263	$313,668 â–²	9.0%	6,551	1.2%	Technology
BRK.B Berkshire Hathaway	$3,713,487	$251,202 â–²	7.3%	7,421	1.2%	Finance
SPY SPDR S&P 500 ETF Trust	$3,595,452	$958,787 â–²	36.4%	4,815	1.2%	ETF
LLY Eli Lilly and Company	$3,557,113	$160,706 â–²	4.7%	2,966	1.2%	Healthcare
XOM ExxonMobil	$3,298,487	$341,661 â–²	11.6%	24,126	1.1%	Energy
LAM RESEARCH CORP	$3,032,644	$133,474 â–²	4.6%	6,998	1.0%	COM NEW
JNJ Johnson & Johnson	$2,344,718	$735,772 â–²	45.7%	9,232	0.8%	Healthcare
AMAT Applied Materials	$2,061,031	$102,654 â–²	5.2%	2,851	0.7%	Technology
V Visa	$2,057,206	$182,870 â–²	9.8%	5,996	0.7%	Finance
WALMART INC	$2,020,407	$138,061 â–²	7.3%	17,839	0.7%	COM
ABBV AbbVie	$1,996,198	$83,039 â–²	4.3%	7,933	0.6%	Healthcare
CSCO Cisco Systems	$1,990,783	$19,615 â–²	1.0%	16,949	0.6%	Technology
KLAC KLA	$1,930,350	$1,754,452 â–²	997.4%	6,398	0.6%	Technology
CAT Caterpillar	$1,921,501	$59,647 â–²	3.2%	1,804	0.6%	Industrials
COST Costco Wholesale	$1,849,575	$35,551 â–²	2.0%	1,977	0.6%	Consumer Staples
VTI Vanguard Total Stock Market ETF	$1,848,958		0.0%	4,997	0.6%	ETF
VGT Vanguard Information Technology ETF	$1,844,358	$1,615,472 â–²	705.8%	15,431	0.6%	ETF
VOO Vanguard S&P 500 ETF	$1,740,118	$219,747 â–²	14.5%	2,534	0.6%	ETF
GE GE Aerospace	$1,649,552	$65,025 â–²	4.1%	4,414	0.5%	Industrials
IVV iShares Core S&P 500 ETF	$1,576,845	$46,422 â–²	3.0%	2,106	0.5%	ETF
TSM Taiwan Semiconductor Manufacturing	$1,489,853	$120,334 â–²	8.8%	3,120	0.5%	Technology
BAC Bank of America	$1,475,484	$345,809 â–²	30.6%	25,895	0.5%	Finance
GS The Goldman Sachs Group	$1,461,786	$295,392 â–²	25.3%	1,445	0.5%	Finance
VTEB Vanguard Tax-Exempt Bond ETF	$1,457,301	$21,547 â–²	1.5%	28,812	0.5%	ETF
TNGX Tango Therapeutics	$1,449,495		0.0%	46,369	0.5%	Healthcare
IWF iShares Russell 1000 Growth ETF	$1,431,928	$1,077,423 â–²	303.9%	11,532	0.5%	ETF
INTC Intel	$1,369,168	$394,303 â–²	40.4%	9,806	0.4%	Technology
MA Mastercard	$1,361,541	$43,656 â–²	3.3%	2,651	0.4%	Finance
KO CocaCola	$1,259,809	$161,722 â–²	14.7%	15,502	0.4%	Consumer Staples
CVX Chevron	$1,246,598	$17,737 â–²	1.4%	7,520	0.4%	Energy
QQQ Invesco QQQ	$1,241,645	$170,855 â–²	16.0%	1,686	0.4%	ETF
RTX RTX	$1,240,936	$5,881 â–¼	-0.5%	6,541	0.4%	Industrials
NFLX Netflix	$1,214,957	$59,691 â–¼	-4.7%	17,016	0.4%	Communication Services
GE VERNOVA INC	$1,176,916	$96,314 â–²	8.9%	1,002	0.4%	COM
MRK Merck & Co., Inc.	$1,108,713	$252,891 â–²	29.5%	8,628	0.4%	Healthcare
ADI Analog Devices	$1,090,436	$32,165 â–²	3.0%	2,746	0.4%	Technology
NEM Newmont	$1,068,861	$23,630 â–²	2.3%	11,444	0.3%	Materials
HD Home Depot	$1,044,246	$49,726 â–¼	-4.5%	2,961	0.3%	Consumer Discretionary
ORCL Oracle	$1,039,373	$13,043 â–²	1.3%	7,092	0.3%	Technology
ANGLOGOLD ASHANTI PLC	$1,023,678	$400,250 â–²	64.2%	12,655	0.3%	COM SHS
PM Philip Morris International	$1,018,241	$129,180 â–²	14.5%	5,628	0.3%	Consumer Staples
MS Morgan Stanley	$1,001,883	$202,132 â–²	25.3%	4,793	0.3%	Finance
SANDISK CORP	$998,167	$43,201 â–²	4.5%	439	0.3%	COM
WFC Wells Fargo & Company	$989,137	$263,048 â–²	36.2%	11,969	0.3%	Finance
UBER Uber Technologies	$928,483	$20,493 â–²	2.3%	12,867	0.3%	Industrials
ETN Eaton	$899,602	$85,656 â–²	10.5%	2,111	0.3%	Industrials
C Citigroup	$899,115	$207,423 â–²	30.0%	6,424	0.3%	Finance
PALANTIR TECHNOLOGIES INC	$895,326	$578,567 â–¼	-39.3%	7,674	0.3%	CL A
HLN Haleon	$885,342	$308,991 â–²	53.6%	94,892	0.3%	Consumer Staples
LINDE PLC	$877,797	$9,338 â–²	1.1%	1,692	0.3%	SHS
LQDA Liquidia	$863,157		0.0%	10,826	0.3%	Healthcare
PG Procter & Gamble	$859,126	$44,137 â–²	5.4%	5,859	0.3%	Consumer Staples
GLW Corning	$856,213	$77,907 â–¼	-8.3%	3,352	0.3%	Technology
ARISTA NETWORKS INC	$845,153	$83,581 â–²	11.0%	4,975	0.3%	COM SHS
APH Amphenol	$824,945	$56,595 â–²	7.4%	4,679	0.3%	Technology
IBM International Business Machines	$823,205	$6,187 â–¼	-0.7%	2,927	0.3%	Technology
ASML ASML	$821,778	$17,908 â–¼	-2.1%	413	0.3%	Technology
MRVL Marvell Technology	$815,718	$51,839 â–²	6.8%	2,738	0.3%	Technology
CB Chubb	$810,974	$119,602 â–²	17.3%	2,380	0.3%	Finance
CRWD CrowdStrike	$804,350	$76,314 â–²	10.5%	1,054	0.3%	Technology
WTW Willis Towers Watson Public	$803,243	$803,243 â–²	New Holding	3,073	0.3%	Finance
STX Seagate Technology	$765,747	$25,075 â–¼	-3.2%	794	0.2%	Technology
PANW Palo Alto Networks	$765,665	$74,691 â–²	10.8%	2,245	0.2%	Technology
CHT Chunghwa Telecom	$762,024	$36,692 â–²	5.1%	17,217	0.2%	Communication Services
CMF iShares California Muni Bond ETF	$756,454	$130,034 â–²	20.8%	13,124	0.2%	ETF
UNH UnitedHealth Group	$745,219	$198,670 â–²	36.3%	1,793	0.2%	Healthcare
QCOM Qualcomm	$742,174	$38,624 â–²	5.5%	4,016	0.2%	Technology
TXN Texas Instruments	$740,376	$42,622 â–²	6.1%	2,484	0.2%	Technology
NVS Novartis	$731,901	$41,218 â–²	6.0%	4,670	0.2%	Healthcare
AXP American Express	$717,536	$100,475 â–²	16.3%	2,121	0.2%	Finance
ACGL Arch Capital Group	$714,750	$279,048 â–²	64.0%	7,364	0.2%	Finance
TJX TJX Companies	$712,426	$35,152 â–²	5.2%	4,702	0.2%	Consumer Discretionary
T AT&T	$710,076	$213,749 â–²	43.1%	34,303	0.2%	Communication Services
SMFG Sumitomo Mitsui Financial Group	$702,124	$63,219 â–²	9.9%	29,776	0.2%	Finance
BKNG Booking	$693,608	$664,195 â–²	2,258.2%	3,891	0.2%	Consumer Discretionary
HSBC HSBC	$692,418	$13,692 â–²	2.0%	7,282	0.2%	Finance
SPYG SPDR Portfolio S&P 500 Growth ETF	$691,095	$476 â–²	0.1%	5,808	0.2%	ETF
PWR Quanta Services	$687,717	$20,884 â–²	3.1%	955	0.2%	Industrials
AMGN Amgen	$678,989	$33,678 â–²	5.2%	1,875	0.2%	Healthcare
BLTE Belite Bio	$671,221	$26,485 â–²	4.1%	4,359	0.2%	Healthcare
OEF iShares S&P 100 ETF	$670,640		0.0%	1,833	0.2%	ETF
IWD iShares Russell 1000 Value ETF	$669,834	$13,334 â–²	2.0%	2,763	0.2%	ETF
PGR Progressive	$664,836	$233,556 â–²	54.2%	3,043	0.2%	Finance
WDC Western Digital	$663,718	$100,292 â–²	17.8%	1,039	0.2%	Technology
VIS Vanguard Industrials ETF	$662,739		0.0%	1,839	0.2%	ETF
CACI CACI International	$661,535	$1,390 â–¼	-0.2%	1,428	0.2%	Industrials
DE Deere & Company	$657,065	$4,440 â–²	0.7%	1,036	0.2%	Industrials
ABT Abbott Laboratories	$647,922	$3,630 â–²	0.6%	7,140	0.2%	Healthcare

Showing largest 100 holdings. View all holdings.

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Smartharvest Portfolios, LLC Top Holdings and 13F Report (2026)

About Smartharvest Portfolios, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Smartharvest Portfolios, LLC Top Holdings and 13F Report (2026)

About Smartharvest Portfolios, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSmartharvest Portfolios, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools