Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $20.5M | 6.6% | +12.7% |
| AAPLApple Inc | $17.1M | 5.5% | +9.5% |
| GOOGLAlphabet Inc | $9.0M | 2.9% | −6.0% |
| AMZNAmazon Com Inc | $8.8M | 2.8% | +5.0% |
| MSFTMicrosoft Corp | $7.9M | 2.6% | |
| AVGOBroadcom Inc | $6.4M | 2.1% | −4.2% |
| GOOGAlphabet Inc | $6.1M | 2.0% | +8.3% |
| TSLATesla Inc | $5.6M | 1.8% | −3.4% |
| ITOTIshares Tr | $5.0M | 1.6% | |
| MUMicron Technology Inc | $4.9M | 1.6% | −8.0% |
| METAMeta Platforms Inc | $4.5M | 1.5% | −7.5% |
| JPMJpmorgan Chase & Co | $4.4M | 1.4% | +36.6% |
| AMDAdvanced Micro Devices Inc | $3.8M | 1.2% | +9.0% |
| BRK/BBerkshire Hathaway Inc Del | $3.7M | 1.2% | +7.3% |
| SPYState Str Spdr S&p 500 Etf T | $3.6M | 1.2% | +36.4% |
| LLYEli Lilly & Co | $3.6M | 1.2% | +4.7% |
| Exxon Mobil CorpCUSIP 30231G102 | $3.3M | 1.1% | +11.6% |
| LRCXLam Research Corp | $3.0M | 1.0% | +4.6% |
| JNJJohnson & Johnson | $2.3M | 0.8% | +45.7% |
| AMATApplied Matls Inc | $2.1M | 0.7% | +5.2% |
| VVisa Inc | $2.1M | 0.7% | +9.8% |
| WMTWalmart Inc | $2.0M | 0.7% | +7.3% |
| ABBVAbbvie Inc | $2.0M | 0.6% | +4.3% |
| CSCOCisco Sys Inc | $2.0M | 0.6% | |
| KLACKla Corp | $1.9M | 0.6% | +997.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| TNGXTango Therapeutics Inc | December 31, 2025 | +252.8% | $1.4M |
| AMATApplied Matls Inc | December 31, 2025 | +181.3% | $2.1M |
| AMDAdvanced Micro Devices Inc | December 31, 2025 | +171.3% | $3.8M |
| LRCXLam Research Corp | December 31, 2025 | +153.1% | $3.0M |
| CATCaterpillar Inc | December 31, 2025 | +85.9% | $1.9M |
| TSMTaiwan Semiconductor Manufac | December 31, 2025 | +57.2% | $1.5M |
| CSCOCisco Sys Inc | December 31, 2025 | +52.5% | $2.0M |
| VGTVanguard World Fd | December 31, 2025 | +26.8% | $1.8M |
| JNJJohnson & Johnson | December 31, 2025 | +22.7% | $2.3M |
| GEGe Aerospace | December 31, 2025 | +21.3% | $1.6M |
Sold off last quarter
- IBKRInteractive Brokers Group In was $427K
- Honeywell Intl IncCUSIP 438516106 was $358K
- HCAHca Healthcare Inc was $261K
- RELXRelx PLC was $260K
- SUPNSupernus Pharmaceuticals was $254K
- ADSKAutodesk Inc was $242K
- SAPSap Se was $226K
- ADBEAdobe Inc was $225K
- GFIGold Fields Ltd was $221K
- AZOAutozone Inc was $213K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.6% | +14.8% |
| March 31, 2026 | −3.8% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: SmartHarvest Portfolios, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2066604&type=13F-HR&dateb=&owner=include&count=40CIK 2066604
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2066604/000114036126031090/Filed August 4, 2026 · accession 0001140361-26-031090