Funds › SmartHarvest Portfolios, LLC
SmartHarvest Portfolios, LLC
13F for Q3 2026, filed Oct 26, 2026. 370 positions worth $258.0M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Oct 26, 2026
Reported value
$258.0M
−$51.3M (16.6%) vs Q2 2026
Positions
370
461 in Q2 2026
Top 10 share
33.6%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | NVDA NVIDIA Corporation | 82,810 | $18.9M | 7.3% | -19.3% | 13F ↗ |
| 2 | AAPL Apple Inc. | 54,056 | $18.0M | 7.0% | -8.4% | 13F ↗ |
| 3 | MSFT Microsoft Corporation | 19,304 | $9.9M | 3.8% | -8.8% | 13F ↗ |
| 4 | AMZN Amazon.com, Inc. | 33,504 | $8.3M | 3.2% | -9.3% | 13F ↗ |
| 5 | GOOGL Alphabet Inc. Class A | 22,281 | $7.7M | 3.0% | -11.6% | 13F ↗ |
| 6 | iShares Tr Core S&P Ttl Stk | 30,260 | $5.0M | 2.0% | Unchanged | 13F ↗ |
| 7 | META Meta Platforms, Inc. | 6,865 | $5.0M | 1.9% | -14.3% | 13F ↗ |
| 8 | AVGO Broadcom Inc. | 13,787 | $4.8M | 1.9% | -18.7% | 13F ↗ |
| 9 | GOOG Alphabet Inc. Class C | 14,195 | $4.8M | 1.9% | -17.5% | 13F ↗ |
| 10 | MU Micron Technology, Inc. | 4,038 | $4.3M | 1.7% | -4.7% | 13F ↗ |
| 11 | JPM JPMorgan Chase & Co. | 11,756 | $3.9M | 1.5% | -12.1% | 13F ↗ |
| 12 | TSLA Tesla, Inc. | 10,563 | $3.7M | 1.5% | -20.6% | 13F ↗ |
| 13 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 4,582 | $3.5M | 1.4% | -4.8% | 13F ↗ |
| 14 | AMD Advanced Micro Devices, Inc. | 5,513 | $3.4M | 1.3% | -15.8% | 13F ↗ |
| 15 | BRK-B Berkshire Hathaway Inc. Class B | 6,292 | $3.1M | 1.2% | -15.2% | 13F ↗ |
| 16 | XOM ExxonMobil Holdings Corporation | 18,913 | $3.1M | 1.2% | New | 13F ↗ |
| 17 | LLY Eli Lilly and Company | 2,440 | $2.8M | 1.1% | -17.7% | 13F ↗ |
| 18 | JNJ Johnson & Johnson | 8,359 | $2.2M | 0.9% | -9.5% | 13F ↗ |
| 19 | LRCX Lam Research Corporation | 5,988 | $2.0M | 0.8% | -14.4% | 13F ↗ |
| 20 | Vanguard Index Fds S&P 500 Etf Shs | 2,683 | $1.9M | 0.7% | +5.9% | 13F ↗ |
| 21 | Vanguard Index Fds Mrngstr Ttl Stk | 4,997 | $1.9M | 0.7% | Unchanged | 13F ↗ |
| 22 | V Visa Inc. | 5,178 | $1.9M | 0.7% | -13.6% | 13F ↗ |
| 23 | ING ING Groep N.V. | 43,629 | $1.5M | 0.6% | +343% | 13F ↗ |
| 24 | CSCO Cisco Systems, Inc. | 14,074 | $1.5M | 0.6% | -17.0% | 13F ↗ |
| 25 | iShares Tr Core S&P500 Etf | 1,912 | $1.5M | 0.6% | -9.2% | 13F ↗ |
| 26 | COST Costco Wholesale Corporation | 1,598 | $1.5M | 0.6% | -19.2% | 13F ↗ |
| 27 | ABBV AbbVie Inc. | 5,283 | $1.4M | 0.5% | -33.4% | 13F ↗ |
| 28 | MA Mastercard Incorporated | 2,424 | $1.3M | 0.5% | -8.6% | 13F ↗ |
| 29 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 2,924 | $1.3M | 0.5% | -6.3% | 13F ↗ |
| 30 | AMAT Applied Materials, Inc. | 2,569 | $1.3M | 0.5% | -9.9% | 13F ↗ |
| 31 | MRK Merck & Company, Inc. | 9,003 | $1.3M | 0.5% | +4.3% | 13F ↗ |
| 32 | NEM Newmont Corporation | 11,227 | $1.3M | 0.5% | -1.9% | 13F ↗ |
| 33 | WMT Walmart Inc. | 12,354 | $1.3M | 0.5% | -30.7% | 13F ↗ |
| 34 | BAC Bank of America Corporation | 23,440 | $1.3M | 0.5% | -9.5% | 13F ↗ |
| 35 | INTC Intel Corporation | 10,537 | $1.3M | 0.5% | +7.5% | 13F ↗ |
| 36 | CVX Chevron Corporation | 6,138 | $1.3M | 0.5% | -18.4% | 13F ↗ |
| 37 | CAT Caterpillar, Inc. | 1,475 | $1.2M | 0.5% | -18.2% | 13F ↗ |
| 38 | PLTR Palantir Technologies Inc. | 6,236 | $1.2M | 0.5% | -18.7% | 13F ↗ |
| 39 | Vanguard World Fd Inf Tech Etf | 9,231 | $1.2M | 0.4% | -40.2% | 13F ↗ |
| 40 | KO Coca-Cola Company | 13,196 | $1.1M | 0.4% | -14.9% | 13F ↗ |
| 41 | Invesco Qqq Tr | 1,492 | $1.1M | 0.4% | -11.5% | 13F ↗ |
| 42 | GS Goldman Sachs Group, Inc. | 1,212 | $1.1M | 0.4% | -16.1% | 13F ↗ |
| 43 | KLAC KLA Corporation | 5,559 | $1.1M | 0.4% | -13.1% | 13F ↗ |
| 44 | iShares Tr Rus 1000 Grw Etf | 8,084 | $1.0M | 0.4% | -29.9% | 13F ↗ |
| 45 | Vanguard Mun Bd Fds Tax Exempt Bd | 21,329 | $1.0M | 0.4% | -26.0% | 13F ↗ |
| 46 | GE GE Aerospace | 3,214 | $1.0M | 0.4% | -27.2% | 13F ↗ |
| 47 | TNGX Tango Therapeutics, Inc. | 39,113 | $975.9K | 0.4% | -15.6% | 13F ↗ |
| 48 | CRWD CrowdStrike Holdings, Inc. | 3,578 | $947.2K | 0.4% | -15.1% | 13F ↗ |
| 49 | ANET Arista Networks, Inc. | 4,391 | $893.9K | 0.3% | -11.7% | 13F ↗ |
| 50 | RTX RTX Corporation | 4,802 | $891.6K | 0.3% | -26.6% | 13F ↗ |
Showing the top 50 of 370 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
30 new, 63 added to, 259 trimmed, 121 exited, 18 unchanged. By estimated dollars.
New positions (30)
| XOM ExxonMobil Holdings Corporation | 18,913 | New | $3.1M |
| TS Tenaris S.A. · ADR | 13,416 | New | $740.3K |
| AKAM Akamai Technologies, Inc. | 6,312 | New | $671.3K |
| NVO Novo Nordisk A/S · ADR | 10,239 | New | $388.1K |
| Vanguard Index Fds Mrngstr Lrg Cap | 899 | New | $316.3K |
| GDS GDS Holdings Limited · ADR | 9,908 | New | $309.4K |
| Vanguard Scottsdale Fds Inter Term Treas | 5,428 | New | $307.5K |
| SCCO Southern Copper Corporation | 1,357 | New | $275.0K |
| WDAY Workday, Inc. | 1,255 | New | $239.0K |
| GFI Gold Fields Limited · ADR | 6,362 | New | $229.8K |
Added to (63)
| ING ING Groep N.V. | 43,629 | +343% | $1.2M |
| UMC United Microelectronics Corporation | 25,742 | +170% | $396.5K |
| INTU Intuit Inc. | 2,784 | +69.3% | $314.3K |
| SIMO Silicon Motion Technology Corporation · ADR | 1,171 | +89.8% | $155.1K |
| UL Unilever PLC · ADR | 10,907 | +28.5% | $146.8K |
| NAT Nordic American Tankers Limited | 34,258 | +87.0% | $125.9K |
| ASX ASE Technology Holding Co., Ltd. · ADR | 13,189 | +24.1% | $113.8K |
| Vanguard Index Fds S&P 500 Etf Shs | 2,683 | +5.9% | $104.4K |
| DASH DoorDash, Inc. | 1,780 | +45.4% | $102.0K |
| INTC Intel Corporation | 10,537 | +7.5% | $87.9K |
Trimmed (259)
| NVDA NVIDIA Corporation | 82,810 | -19.3% | -$4.5M |
| AAPL Apple Inc. | 54,056 | -8.4% | -$1.6M |
| AVGO Broadcom Inc. | 13,787 | -18.7% | -$1.1M |
| GOOG Alphabet Inc. Class C | 14,195 | -17.5% | -$1.0M |
| GOOGL Alphabet Inc. Class A | 22,281 | -11.6% | -$1.0M |
| TSLA Tesla, Inc. | 10,563 | -20.6% | -$971.8K |
| MSFT Microsoft Corporation | 19,304 | -8.8% | -$949.9K |
| AMZN Amazon.com, Inc. | 33,504 | -9.3% | -$855.6K |
| META Meta Platforms, Inc. | 6,865 | -14.3% | -$832.5K |
| Vanguard World Fd Inf Tech Etf | 9,231 | -40.2% | -$779.2K |
Exited (121)
| Exxon Mobil Corp | 24,126 | Exited | -$3.3M |
| APP AppLovin Corporation | 1,218 | Exited | -$627.4K |
| Vaneck ETF Trust Semiconductr Etf | 905 | Exited | -$593.6K |
| GPCR Structure Therapeutics Inc. | 9,928 | Exited | -$532.8K |
| MCD McDonald's Corporation | 1,763 | Exited | -$476.6K |
| G Genpact Limited | 15,730 | Exited | -$432.6K |
| CRDO Credo Technology Group Holding Ltd | 1,369 | Exited | -$372.3K |
| LULU lululemon athletica inc. | 3,019 | Exited | -$344.7K |
| BTI British American Tobacco p.l.c. · ADR | 5,553 | Exited | -$342.9K |
| HIG The Hartford Insurance Group, Inc. | 2,434 | Exited | -$322.5K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer