SmartHarvest Portfolios, LLC

13F filer · CIK 0002066604

Reported Aug 4, 2026

Net buyer this quarter

13F portfolio value$309MU.S. long equity reported on 13F

Positions42096 new · 29 closed

Net flow last quarter+$33.3MBuys minus sells

Top 10 positions weight29.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 4, 2026420 positions
NVDANvidia Corp	$20.5M	6.64%	0.00%	+12.7%	Q4 2025
AAPLApple Inc.	$17.1M	5.52%	0.00%	+9.5%	Q4 2025
GOOGLAlphabet Inc.	$9.01M	2.91%	0.00%	-6.0%	Q4 2025
AMZNAmazon Com Inc	$8.8M	2.85%	0.00%	+5.0%	Q4 2025
MSFTMicrosoft Corp	$7.89M	2.55%	0.00%	-0.1%	Q4 2025
AVGOBroadcom Inc.	$6.41M	2.07%	0.00%	-4.2%	Q4 2025
GOOGAlphabet Inc.	$6.08M	1.96%	Not reported	+8.3%	Q4 2025
TSLATesla, Inc.	$5.59M	1.81%	0.00%	-3.4%	Q4 2025
MUMicron Technology Inc	$4.89M	1.58%	0.00%	-8.0%	Q4 2025
METAMeta Platforms, Inc.	$4.51M	1.46%	Not reported	-7.5%	Q4 2025
JPMJPMorgan Chase & Co	$4.38M	1.42%	0.00%	+36.6%	Q4 2025
AMDAdvanced Micro Devices Inc	$3.81M	1.23%	0.00%	+9.0%	Q4 2025
BRK.BBerkshire Hathaway Inc	$3.71M	1.20%	Not reported	+7.3%	Q4 2025
SPYSPDR S&P 500 ETF Trust	$3.6M	1.16%	Not reported	+36.4%	Q4 2025
LLYELI LILLY & Co	$3.56M	1.15%	0.00%	+4.7%	Q4 2025
XOMExxonMobil Holdings Corp	$3.3M	1.07%	0.00%	+11.6%	Q4 2025
LRCXLam Research Corp	$3.03M	0.98%	0.00%	+4.6%	Q4 2025
JNJJohnson & Johnson	$2.34M	0.76%	0.00%	+45.7%	Q4 2025
AMATApplied Materials Inc	$2.06M	0.67%	0.00%	+5.2%	Q4 2025
VVisa Inc.	$2.06M	0.67%	0.00%	+9.8%	Q4 2025
WMTWalmart Inc.	$2.02M	0.65%	0.00%	+7.3%	Q4 2025
ABBVAbbVie Inc.	$2M	0.65%	0.00%	+4.3%	Q4 2025
CSCOCisco Systems, Inc.	$1.99M	0.64%	0.00%	+1.0%	Q4 2025
KLACKla Corp	$1.93M	0.62%	0.00%	+9.7%	Q4 2025
CATCaterpillar Inc	$1.92M	0.62%	0.00%	+3.2%	Q4 2025
COSTCostco Wholesale Corp	$1.85M	0.60%	0.00%	+2.0%	Q4 2025
GEGeneral Electric Co	$1.65M	0.53%	0.00%	+4.1%	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.49M	0.48%	0.00%	+8.8%	Q4 2025
BACBank of America Corp	$1.48M	0.48%	0.00%	+30.6%	Q4 2025
GSGoldman Sachs Group Inc	$1.46M	0.47%	0.00%	+25.3%	Q4 2025
TNGXTango Therapeutics, Inc.	$1.45M	0.47%	0.03%	Not reported	Q4 2025
INTCIntel Corp	$1.37M	0.44%	0.00%	+40.5%	Q4 2025
MAMastercard Inc	$1.36M	0.44%	0.00%	+3.3%	Q4 2025
KOCoca Cola Co	$1.26M	0.41%	0.00%	+14.7%	Q4 2025
CVXChevron Corp	$1.25M	0.40%	0.00%	+1.4%	Q4 2025
QQQInvesco QQQ Trust, Series 1	$1.24M	0.40%	Not reported	+16.0%	Q4 2025
RTXRTX Corp	$1.24M	0.40%	0.00%	-0.5%	Q4 2025
NFLXNetflix Inc	$1.21M	0.39%	0.00%	-4.7%	Q4 2025
GEVGE Vernova Inc.	$1.18M	0.38%	0.00%	+8.9%	Q4 2025
MRKMerck & Co., Inc.	$1.11M	0.36%	0.00%	+29.6%	Q4 2025
ADIAnalog Devices Inc	$1.09M	0.35%	0.00%	+3.0%	Q4 2025
NEMNEWMONT Corp	$1.07M	0.35%	0.00%	+2.3%	Q4 2025
HDHome Depot, Inc.	$1.04M	0.34%	0.00%	-4.6%	Q4 2025
ORCLOracle Corp	$1.04M	0.34%	0.00%	+1.3%	Q4 2025
AUAngloGold Ashanti PLC	$1.02M	0.33%	0.00%	+64.2%	Q4 2025
PMPhilip Morris International Inc.	$1.02M	0.33%	0.00%	+14.5%	Q4 2025
MSMorgan Stanley	$1M	0.32%	0.00%	+25.3%	Q4 2025
SNDKSandisk Corp	$998K	0.32%	0.00%	+4.5%	Q1 2026
WFCWells Fargo & Company	$989K	0.32%	0.00%	+36.2%	Q4 2025
UBERUber Technologies, Inc	$928K	0.30%	0.00%	+2.3%	Q4 2025

Q1 2026Reported Apr 21, 2026352 positions
NVDANvidia Corp	$15.9M	6.63%	0.00%	-18.8%	Q4 2025
AAPLApple Inc.	$13.7M	5.71%	0.00%	-19.6%	Q4 2025
MSFTMicrosoft Corp	$7.84M	3.27%	0.00%	-27.8%	Q4 2025
GOOGLAlphabet Inc.	$7.71M	3.22%	0.00%	-6.8%	Q4 2025
AMZNAmazon Com Inc	$7.33M	3.06%	0.00%	-24.4%	Q4 2025
AVGOBroadcom Inc.	$5.48M	2.29%	0.00%	-22.6%	Q4 2025
TSLATesla, Inc.	$5.12M	2.13%	0.00%	-17.6%	Q4 2025
METAMeta Platforms, Inc.	$4.96M	2.07%	Not reported	-18.6%	Q4 2025
GOOGAlphabet Inc.	$4.56M	1.90%	Not reported	-26.4%	Q4 2025
XOMExxonMobil Holdings Corp	$3.67M	1.53%	0.00%	-11.3%	Q4 2025
BRK.BBerkshire Hathaway Inc	$3.32M	1.38%	Not reported	-12.7%	Q4 2025
JPMJPMorgan Chase & Co	$2.88M	1.20%	0.00%	-21.6%	Q4 2025
LLYELI LILLY & Co	$2.61M	1.09%	0.00%	-15.3%	Q4 2025
SPYSPDR S&P 500 ETF Trust	$2.3M	0.96%	Not reported	+12.1%	Q4 2025
WMTWalmart Inc.	$2.07M	0.86%	0.00%	-21.7%	Q4 2025
COSTCostco Wholesale Corp	$1.93M	0.81%	0.00%	-16.9%	Q4 2025
PLTRPalantir Technologies Inc.	$1.85M	0.77%	0.00%	+19.9%	Q4 2025
NFLXNetflix Inc	$1.72M	0.72%	0.00%	+4.4%	Q4 2025
ABBVAbbVie Inc.	$1.65M	0.69%	0.00%	-23.4%	Q4 2025
VVisa Inc.	$1.65M	0.69%	0.00%	-21.7%	Q4 2025
MUMicron Technology Inc	$1.56M	0.65%	0.00%	+13.1%	Q4 2025
JNJJohnson & Johnson	$1.55M	0.65%	0.00%	-15.9%	Q4 2025
CVXChevron Corp	$1.53M	0.64%	0.00%	-12.6%	Q4 2025
LRCXLam Research Corp	$1.43M	0.60%	0.00%	-15.4%	Q4 2025
CSCOCisco Systems, Inc.	$1.3M	0.54%	0.00%	-9.1%	Q4 2025
MAMastercard Inc	$1.28M	0.53%	0.00%	-30.0%	Q4 2025
RTXRTX Corp	$1.27M	0.53%	0.00%	-12.9%	Q4 2025
CATCaterpillar Inc	$1.24M	0.52%	0.00%	-13.9%	Q4 2025
AMDAdvanced Micro Devices Inc	$1.22M	0.51%	0.00%	-20.8%	Q4 2025
NEMNEWMONT Corp	$1.21M	0.51%	0.00%	-4.8%	Q4 2025
GEGeneral Electric Co	$1.2M	0.50%	0.00%	-10.6%	Q4 2025
ORCLOracle Corp	$1.03M	0.43%	0.00%	-18.0%	Q4 2025
KOCoca Cola Co	$1.03M	0.43%	0.00%	-16.4%	Q4 2025
HDHome Depot, Inc.	$1.02M	0.43%	0.00%	-23.2%	Q4 2025
GSGoldman Sachs Group Inc	$976K	0.41%	0.00%	-23.6%	Q4 2025
TNGXTango Therapeutics, Inc.	$970K	0.40%	0.03%	+0.5%	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$969K	0.40%	0.00%	-15.3%	Q4 2025
BACBank of America Corp	$967K	0.40%	0.00%	-19.7%	Q4 2025
AMATApplied Materials Inc	$926K	0.39%	0.00%	-16.9%	Q4 2025
UBERUber Technologies, Inc	$905K	0.38%	0.00%	-10.8%	Q4 2025
KLACKla Corp	$858K	0.36%	0.00%	-17.2%	Q4 2025
ADIAnalog Devices Inc	$848K	0.35%	0.00%	-11.4%	Q4 2025
QQQInvesco QQQ Trust, Series 1	$839K	0.35%	Not reported	+4.3%	Q4 2025
LINLinde PLC	$830K	0.35%	0.00%	-13.5%	Q4 2025
PMPhilip Morris International Inc.	$812K	0.34%	0.00%	-16.5%	Q4 2025
GEVGE Vernova Inc.	$803K	0.34%	0.00%	-18.9%	Q4 2025
PGPROCTER & GAMBLE Co	$803K	0.33%	0.00%	-23.1%	Q4 2025
MRKMerck & Co., Inc.	$801K	0.33%	0.00%	-16.7%	Q4 2025
CACICaci International Inc	$778K	0.32%	0.01%	-28.6%	Q4 2025
COPConocophillips	$773K	0.32%	0.00%	-14.6%	Q4 2025

Q4 2025Reported Feb 12, 2026335 positions
NVDANvidia Corp	$20.9M	7.27%	0.00%	New	Q4 2025
AAPLApple Inc.	$18.2M	6.33%	0.00%	New	Q4 2025
MSFTMicrosoft Corp	$14.2M	4.93%	0.00%	New	Q4 2025
AMZNAmazon Com Inc	$10.7M	3.73%	0.00%	New	Q4 2025
GOOGLAlphabet Inc.	$9M	3.13%	0.00%	New	Q4 2025
AVGOBroadcom Inc.	$7.91M	2.75%	0.00%	New	Q4 2025
TSLATesla, Inc.	$7.51M	2.61%	0.00%	New	Q4 2025
METAMeta Platforms, Inc.	$7.02M	2.44%	Not reported	New	Q4 2025
GOOGAlphabet Inc.	$6.77M	2.35%	Not reported	New	Q4 2025
JPMJPMorgan Chase & Co	$4.02M	1.40%	0.00%	New	Q4 2025
BRK.BBerkshire Hathaway Inc	$3.99M	1.39%	Not reported	New	Q4 2025
LLYELI LILLY & Co	$3.6M	1.25%	0.00%	New	Q4 2025
XOMExxonMobil Holdings Corp	$2.93M	1.02%	0.00%	New	Q4 2025
VVisa Inc.	$2.45M	0.85%	0.00%	New	Q4 2025
WMTWalmart Inc.	$2.36M	0.82%	0.00%	New	Q4 2025
ABBVAbbVie Inc.	$2.27M	0.79%	0.00%	New	Q4 2025
SPYSPDR S&P 500 ETF Trust	$2.15M	0.75%	Not reported	New	Q4 2025
MAMastercard Inc	$2.09M	0.73%	0.00%	New	Q4 2025
COSTCostco Wholesale Corp	$2.01M	0.70%	0.00%	New	Q4 2025
PLTRPalantir Technologies Inc.	$1.87M	0.65%	0.00%	New	Q4 2025
ORCLOracle Corp	$1.66M	0.58%	0.00%	New	Q4 2025
AMDAdvanced Micro Devices Inc	$1.63M	0.56%	0.00%	New	Q4 2025
NFLXNetflix Inc	$1.6M	0.56%	0.00%	New	Q4 2025
JNJJohnson & Johnson	$1.56M	0.54%	0.00%	New	Q4 2025
GEGeneral Electric Co	$1.46M	0.51%	0.00%	New	Q4 2025
CSCOCisco Systems, Inc.	$1.42M	0.49%	0.00%	New	Q4 2025
HDHome Depot, Inc.	$1.39M	0.48%	0.00%	New	Q4 2025
RTXRTX Corp	$1.38M	0.48%	0.00%	New	Q4 2025
BACBank of America Corp	$1.36M	0.47%	0.00%	New	Q4 2025
LRCXLam Research Corp	$1.35M	0.47%	0.00%	New	Q4 2025
GSGoldman Sachs Group Inc	$1.33M	0.46%	0.00%	New	Q4 2025
CVXChevron Corp	$1.29M	0.45%	0.00%	New	Q4 2025
NEMNEWMONT Corp	$1.17M	0.41%	0.00%	New	Q4 2025
CATCaterpillar Inc	$1.16M	0.40%	0.00%	New	Q4 2025
MUMicron Technology Inc	$1.16M	0.40%	0.00%	New	Q4 2025
UBERUber Technologies, Inc	$1.15M	0.40%	0.00%	New	Q4 2025
KOCoca Cola Co	$1.13M	0.39%	0.00%	New	Q4 2025
IBMInternational Business Machines Corp	$1.12M	0.39%	0.00%	New	Q4 2025
ABTAbbott Laboratories	$1.09M	0.38%	0.00%	New	Q4 2025
CACICaci International Inc	$1.07M	0.37%	0.01%	New	Q4 2025
PGPROCTER & GAMBLE Co	$1.04M	0.36%	0.00%	New	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.03M	0.36%	0.00%	New	Q4 2025
WFCWells Fargo & Company	$1.01M	0.35%	0.00%	New	Q4 2025
PMPhilip Morris International Inc.	$944K	0.33%	0.00%	New	Q4 2025
BKNGBooking Holdings Inc.	$943K	0.33%	0.00%	New	Q4 2025
UNHUnitedhealth Group Inc	$942K	0.33%	0.00%	New	Q4 2025
AXPAmerican Express Co	$886K	0.31%	0.00%	New	Q4 2025
MSMorgan Stanley	$870K	0.30%	0.00%	New	Q4 2025
CRMSalesforce, Inc.	$858K	0.30%	0.00%	New	Q4 2025
QQQInvesco QQQ Trust, Series 1	$856K	0.30%	Not reported	New	Q4 2025

Premium opens every quarter this fund has filed