StockDriftsStockDriftsTop 50 Pgim Custom Harvest LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IYW | ISHARES TR | 14.37% | 4.55M | $1.15B | +0.09%(+4.22K) | $88.49(+182.74%) | 2026-06-30 | |
| VGT | VANGUARD WORLD FD | 10.2% | 6.81M | $814.4M | +3.44%(+226.89K) | $65.69(+86.61%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 9.26% | 3.88M | $739.5M | +0.27%(+10.64K) | $98.27(+94.08%) | 2026-06-30 | |
| VOX | VANGUARD WORLD FD | 4.83% | 2.10M | $385.7M | +4.55%(+91.33K) | $107.71(+75.64%) | 2026-06-30 | |
| VIS | VANGUARD WORLD FD | 4.72% | 1.05M | $377.2M | +3.91%(+39.36K) | $199.15(+80.26%) | 2026-06-30 | |
| XLF | SELECT SECTOR SPDR TR | 3.87% | 5.76M | $308.8M | +15.08%(+754.56K) | $38.57(+50.67%) | 2026-06-30 | |
| XLY | SELECT SECTOR SPDR TR | 3.67% | 2.50M | $293.3M | +3.05%(+73.93K) | $77.13(+53.24%) | 2026-06-30 | |
| VHT | VANGUARD WORLD FD | 3.4% | 909.1K | $271.8M | +2.93%(+25.89K) | $243.20(+29.40%) | 2026-06-30 | |
| XLI | SELECT SECTOR SPDR TR | 3.04% | 1.31M | $242.8M | +11.04%(+130.30K) | $121.08(+54.73%) | 2026-06-30 | |
| VFH | VANGUARD WORLD FD | 2.78% | 1.69M | $221.9M | +3.85%(+62.53K) | $102.19(+39.58%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.61% | +71.10% | — | — | +131.40% |
| Top 20 Holdings Unweighted | +15.09% | +52.46% | — | — | +92.09% |
Pgim Custom Harvest LLC reports $7.98B in US-listed equity holdings across 305 positions in its most recent 13F filing. Its largest disclosed positions are IYW (14.4%), VGT (10.2%) and XLK (9.3%). The top 20 holdings account for 76.76% of reported assets. Its disclosed equity book has returned +71.10% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Pgim Custom Harvest LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1845793). View Pgim Custom Harvest LLC’s 13F filings on SEC