SmartHarvest Portfolios, LLC

Est. AUM

$239.7M

13F long equity, this entity only

Positions

387

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$15.9M	91089	6.63%	SOLE
2	APPLE INC	COM	$13.7M	53903	5.71%	SOLE
3	MICROSOFT CORP	COM	$7.8M	21174	3.27%	SOLE
4	ALPHABET INC	CAP STK CL A	$7.7M	26808	3.22%	SOLE
5	AMAZON COM INC	COM	$7.3M	35187	3.06%	SOLE
6	BROADCOM INC	COM	$5.5M	17705	2.29%	SOLE
7	TESLA INC	COM	$5.1M	13764	2.13%	SOLE
8	META PLATFORMS INC	CL A	$5.0M	8665	2.07%	SOLE
9	ALPHABET INC	CAP STK CL C	$4.6M	15882	1.90%	SOLE
10	ISHARES TR	CORE S&P TTL STK	$4.3M	30260	1.80%	SOLE
11	EXXON MOBIL CORP	COM	$3.7M	21627	1.53%	SOLE
12	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.3M	6919	1.38%	SOLE
13	JPMORGAN CHASE & CO	COM	$2.9M	9790	1.20%	SOLE
14	ELI LILLY & CO	COM	$2.6M	2832	1.09%	SOLE
15	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.3M	3531	0.96%	SOLE
16	WALMART INC	COM	$2.1M	16620	0.86%	SOLE
17	COSTCO WHOLESALE CORPORATION	COM	$1.9M	1939	0.81%	SOLE
18	PALANTIR TECHNOLOGIES INC	CL A	$1.8M	12633	0.77%	SOLE
19	NETFLIX INC.	COM	$1.7M	17852	0.72%	SOLE
20	ABBVIE INC	COM	$1.7M	7603	0.69%	SOLE
21	VISA INC	COM CL A	$1.7M	5463	0.69%	SOLE
22	VANGUARD INDEX FDS	TOTAL STK MKT	$1.6M	4997	0.67%	SOLE
23	MICRON TECHNOLOGY INC	COM	$1.6M	4606	0.65%	SOLE
24	JOHNSON & JOHNSON	COM	$1.5M	6335	0.65%	SOLE
25	CHEVRON CORPORATION	COM	$1.5M	7413	0.64%	SOLE
26	LAM RESEARCH CORP	COM NEW	$1.4M	6690	0.60%	SOLE
27	VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.4M	28386	0.59%	SOLE
28	VANGUARD WORLD FD	INF TECH ETF	$1.3M	1915	0.56%	SOLE
29	ISHARES TR	CORE S&P500 ETF	$1.3M	2044	0.56%	SOLE
30	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.3M	2214	0.55%	SOLE
31	CISCO SYS INC	COM	$1.3M	16782	0.54%	SOLE
32	MASTERCARD INCORPORATED	CL A	$1.3M	2566	0.53%	SOLE
33	RTX CORPORATION	COM	$1.3M	6572	0.53%	SOLE
34	CATERPILLAR INC	COM	$1.2M	1748	0.52%	SOLE
35	ADVANCED MICRO DEVICES INC	COM	$1.2M	6011	0.51%	SOLE
36	ISHARES TR	RUS 1000 GRW ETF	$1.2M	2855	0.51%	SOLE
37	NEWMONT CORP	COM	$1.2M	11191	0.51%	SOLE
38	GE AEROSPACE	COM NEW	$1.2M	4240	0.50%	SOLE
39	ORACLE CORP	COM	$1.0M	7003	0.43%	SOLE
40	COCA COLA CO	COM	$1.0M	13512	0.43%	SOLE
41	HOME DEPOT INC	COM	$1.0M	3102	0.43%	SOLE
42	GOLDMAN SACHS GROUP INC	COM	$976K	1153	0.41%	SOLE
43	TANGO THERAPEUTICS INC	COM	$970K	46369	0.40%	SOLE
44	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$969K	2868	0.40%	SOLE
45	BANK AMERICA CORP	COM	$967K	19826	0.40%	SOLE
46	APPLIED MATLS INC	COM	$926K	2709	0.39%	SOLE
47	UBER TECHNOLOGIES INC	COM	$905K	12583	0.38%	SOLE
48	KLA CORP	COM NEW	$858K	583	0.36%	SOLE
49	ANALOG DEVICES INC	COM	$848K	2665	0.35%	SOLE
50	INVESCO QQQ TR	UNIT SER 1	$839K	1454	0.35%	SOLE

1–50 of 387

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.