StockDriftsStockDriftsTop 50 SmartHarvest Portfolios, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 6.64% | 102.6K | $20.5M | +12.67%(+11.54K) | $186.10(+18.46%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.52% | 59.0K | $17.1M | +9.46%(+5.10K) | $263.66(+16.31%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.91% | 25.2K | $9.0M | -5.97%(-1.60K) | $278.05(+26.40%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.85% | 36.9K | $8.8M | +4.98%(+1.75K) | $224.93(+22.24%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.55% | 21.2K | $7.9M | -0.09%(-18) | $500.79(+0.39%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.07% | 17.0K | $6.4M | -4.21%(-746) | $344.94(+21.87%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 1.96% | 17.2K | $6.1M | +8.28%(+1.31K) | $281.32(+24.59%) | 2026-06-30 | |
| TSLA | TESLA INC | 1.81% | 13.3K | $5.6M | -3.36%(-462) | $447.22(-25.80%) | 2026-06-30 | |
| ITOT | ISHARES TR | 1.61% | 30.3K | $5.0M | +0.00%(+0) | $147.17(+15.23%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 1.58% | 4.2K | $4.9M | -7.99%(-368) | $236.23(+264.91%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +0.92% |
| Top 20 Holdings Unweighted | — | — | — | — | +0.22% |
SmartHarvest Portfolios, LLC reports $309.29M in US-listed equity holdings across 461 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (6.6%), AAPL (5.5%) and GOOGL (2.9%). The top 20 holdings account for 40.6% of reported assets. Its disclosed equity book has returned +0.92% cumulatively over 2 quarters. 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 SmartHarvest Portfolios, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2066604). View SmartHarvest Portfolios, LLC’s 13F filings on SEC