SmartHarvest Portfolios, LLC — 13F holdings

SmartHarvest Portfolios, LLC reported 461 holdings worth $309M in its 13F filing for Q2 2026, filed August 4, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $20.5M (6.6%)
2. AAPL APPLE INC — $17.1M (5.5%)
3. GOOGL ALPHABET INC — $9.01M (2.9%)
4. AMZN AMAZON COM INC — $8.80M (2.8%)
5. MSFT MICROSOFT CORP — $7.89M (2.6%)
6. AVGO BROADCOM INC — $6.41M (2.1%)
7. GOOG ALPHABET INC — $6.08M (2.0%)
8. TSLA TESLA INC — $5.59M (1.8%)
9. ITOT ISHARES TR — $4.97M (1.6%)
10. MU MICRON TECHNOLOGY INC — $4.89M (1.6%)