SmartHarvest Portfolios, LLC holds a diversified book of 461 stocks worth $309.3M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Willis Towers Watson PLC and trimmed Alphabet Inc-CL A. Their largest long position is Nvidia Corp at 7% of the equity book. Cloning the disclosed picks since 2026 would be +10% (+22.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2066604/holdings"
Use Arkolith to show SmartHarvest Portfolios, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 4.5 points over this window.
Growth of $10,000 cloning SmartHarvest Portfolios, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
89% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $20.5M | 102.6K | 6.6% | ▲+13% Added · +12K sh | |
| 2 | Apple Inc COM | $17.1M | 59.0K | 5.5% | ▲+9.5% Added · +5K sh | |
| 3 | Alphabet Inc CAP STK CL A | $9.0M | 25.2K | 2.9% | ▼−6.0% Reduced · −2K sh | |
| 4 | Amazon Com Inc COM | $8.8M | 36.9K | 2.8% | ▲+5.0% Added · +2K sh | |
| 5 | Microsoft Corp COM | $7.9M | 21.2K | 2.6% | ▼−0.1% Reduced · −18 sh | |
| 6 | Broadcom Inc COM | $6.4M | 17.0K | 2.1% | ▼−4.2% Reduced · −746 sh | |
| 7 | Alphabet Inc CAP STK CL C | $6.1M | 17.2K | 2.0% | ▲+8.3% Added · +1K sh | |
| 8 | Tesla Inc COM | $5.6M | 13.3K | 1.8% | ▼−3.4% Reduced · −462 sh | |
| 9 | Ishares TR CORE S&P TTL STK | $5.0M | 30.3K | 1.6% | —Held | |
| 10 | Micron Technology Inc COM | $4.9M | 4.2K | 1.6% | ▼−8.0% Reduced · −368 sh | |
| 11 | Meta Platforms Inc CL A | $4.5M | 8.0K | 1.5% | ▼−7.5% Reduced · −652 sh | |
| 12 | JPMorgan Chase & Co COM | $4.4M | 13.4K | 1.4% | ▲+37% Added · +4K sh | |
| 13 | Advanced Micro Devices Inc COM | $3.8M | 6.6K | 1.2% | ▲+9.0% Added · +540 sh | |
| 14 | Berkshire Hathaway Inc Del CL B NEW | $3.7M | 7.4K | 1.2% | ▲+7.3% Added · +502 sh | |
| 15 | State STR SPDR S&P 500 ETF T TR UNIT | $3.6M | 4.8K | 1.2% | ▲+36% Added · +1K sh | |
| 16 | Eli Lilly & Co COM | $3.6M | 3.0K | 1.2% | ▲+4.7% Added · +134 sh | |
| 17 | Exxon Mobil Corp COM | $3.3M | 24.1K | 1.1% | ▲+12% Added · +2K sh | |
| 18 | Lam Research Corp COM NEW | $3.0M | 7.0K | 1.0% | ▲+4.6% Added · +308 sh | |
| 19 | Johnson & Johnson COM | $2.3M | 9.2K | 0.8% | ▲+46% Added · +3K sh | |
| 20 | Applied Matls Inc COM | $2.1M | 2.9K | 0.7% | ▲+5.2% Added · +142 sh | |
| 21 | Visa Inc COM CL A | $2.1M | 6.0K | 0.7% | ▲+9.8% Added · +533 sh | |
| 22 | Walmart Inc COM | $2.0M | 17.8K | 0.7% | ▲+7.3% Added · +1K sh | |
| 23 | Abbvie Inc COM | $2.0M | 7.9K | 0.6% | ▲+4.3% Added · +330 sh | |
| 24 | Cisco Sys Inc COM | $2.0M | 16.9K | 0.6% | ▲+1.0% Added · +167 sh | |
| 25 | Kla Corp COM NEW | $1.9M | 6.4K | 0.6% | ▲11× Added · +6K sh | |
| 26 | Caterpillar Inc COM | $1.9M | 1.8K | 0.6% | ▲+3.2% Added · +56 sh | |
| 27 | Costco Wholesale Corporation COM | $1.8M | 2.0K | 0.6% | ▲+1.9% Added · +38 sh | |
| 28 | Vanguard Index FDS TOTAL STK MKT | $1.8M | 5.0K | 0.6% | —Held | |
| 29 | Vanguard World FD INF TECH ETF | $1.8M | 15.4K | 0.6% | ▲+706% Added · +14K sh | |
| 30 | Vanguard Index FDS S&P 500 ETF SHS | $1.7M | 2.5K | 0.6% | ▲+14% Added · +320 sh | |
| 31 | Ge Aerospace COM NEW | $1.6M | 4.4K | 0.5% | ▲+4.1% Added · +174 sh | |
| 32 | Ishares TR CORE S&P500 ETF | $1.6M | 2.1K | 0.5% | ▲+3.0% Added · +62 sh | |
| 33 | Taiwan Semiconductor Manufac SPONSORED ADS | $1.5M | 3.1K | 0.5% | ▲+8.8% Added · +252 sh | |
| 34 | Bank Of Amer Corp COM | $1.5M | 25.9K | 0.5% | ▲+31% Added · +6K sh | |
| 35 | Goldman Sachs Group Inc COM | $1.5M | 1.4K | 0.5% | ▲+25% Added · +292 sh | |
| 36 | Vanguard Mun BD FDS TAX EXEMPT BD | $1.5M | 28.8K | 0.5% | ▲+1.5% Added · +426 sh | |
| 37 | Tango Therapeutics Inc COM | $1.4M | 46.4K | 0.5% | —Held | |
| 38 | Ishares TR RUS 1000 GRW ETF | $1.4M | 11.5K | 0.5% | ▲+304% Added · +9K sh | |
| 39 | Intel Corp COM | $1.4M | 9.8K | 0.4% | ▲+40% Added · +3K sh | |
| 40 | Mastercard Incorporated CL A | $1.4M | 2.7K | 0.4% | ▲+3.3% Added · +85 sh | |
| 41 | Coca Cola Co COM | $1.3M | 15.5K | 0.4% | ▲+15% Added · +2K sh | |
| 42 | Chevron Corporation COM | $1.2M | 7.5K | 0.4% | ▲+1.4% Added · +107 sh | |
| 43 | Invesco QQQ TR UNIT SER 1 | $1.2M | 1.7K | 0.4% | ▲+16% Added · +232 sh | |
| 44 | RTX Corporation COM | $1.2M | 6.5K | 0.4% | ▼−0.5% Reduced · −31 sh | |
| 45 | Netflix Inc. COM | $1.2M | 17.0K | 0.4% | ▼−4.7% Reduced · −836 sh | |
| 46 | Ge Vernova Inc COM | $1.2M | 1.0K | 0.4% | ▲+8.9% Added · +82 sh | |
| 47 | Merck & Co Inc COM | $1.1M | 8.6K | 0.4% | ▲+30% Added · +2K sh | |
| 48 | Analog Devices Inc COM | $1.1M | 2.7K | 0.4% | ▲+3.0% Added · +81 sh | |
| 49 | Newmont Corp COM | $1.1M | 11.4K | 0.3% | ▲+2.3% Added · +253 sh | |
| 50 | Home Depot Inc COM | $1.0M | 3.0K | 0.3% | ▼−4.5% Reduced · −141 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.