SmartHarvest Portfolios, LLC holds a diversified book of 461 reported positions 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 reported non-option book. Cloning the disclosed picks since 2026 would be +9% (+15.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 2.7 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
+5 sectors below the cut, 7% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as SmartHarvest Portfolios, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.5B |
| BlueSpruce Investments, LP | 11 / 80 | $642.8M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 10 / 80 | $453.6M |
| Howard Hughes Medical Institute | 24 / 80 | $434.7M |
| Prospect Hill Management, LLC | 11 / 80 | $249.6M |
| Swiss Re Ltd | 57 / 80 | $1.1B |
| Hoffman, Alan N Investment Management | 9 / 80 | $161.9M |
Ranked by the share of each fund's own book sitting in the names it shares with SmartHarvest Portfolios, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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Use Arkolith to show SmartHarvest Portfolios, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.