SmartHarvest Portfolios, LLC

CIK

2066604

Location

SEATTLE, WA

Portfolio Value

Small $211,482,768

Diversification

Diversified

Filing Date

Global Rank

#4,077 / 8,623 ▼ 257 · as of Mar 2026

Top Industry

Semiconductors 13.6%

3Y Alpha vs SPY

+0.8%

Period ended 4 months ago

Filed Apr 21, 2026 · 3mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+8.4%

SPY

+9.0%

Annualised alpha

-1.4%

Max drawdown

−8.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 2 quarters. Past performance does not predict future results.

Portfolio Concentration

347 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.5%

−0.7 pts

Top 5

24.8%

−3.8 pts

Top 10

35.5%

−5.1 pts

HHI

185

Diversified−46

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.1%	$69,899,861	64
Financial Services	12.6%	$26,641,212	57
Healthcare	10.1%	$21,356,333	54
Consumer Cyclical	9.3%	$19,644,697	23
Communication Services	8.7%	$18,437,059	15
Industrials	8.1%	$17,198,972	43
Energy	5.9%	$12,566,387	27
Consumer Defensive	4.7%	$9,848,363	20
Basic Materials	3.3%	$6,983,578	21
Unclassified	2.1%	$4,425,999	4
Utilities	1.4%	$2,887,237	11
Real Estate	0.8%	$1,593,070	8

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
GNTA	Genenta Science S.p.A.	+116,666	134,447	$90,348
TURB	Turbo Energy, S.A.	+89,364	111,105	$296,650
DXF	Eason Technology Ltd	+45,907	59,924	$49,137
AUTL	Autolus Therapeutics plc	+37,820	59,185	$81,675
AIXI	Xiao-I Corp	+35,871	122,229	$14,300
MREO	Mereo BioPharma Group plc	+29,222	49,512	$16,338
AHG	Akso Health Group	+18,681	35,429	$80,778
BAK	Braskem SA	+18,085	54,466	$199,345
AMBR	Amber International Holding Ltd	+12,081	32,215	$76,027
KOS	Kosmos Energy Ltd.	+10,050	23,814	$66,202
WAVE	Eco Wave Power Global AB (publ)	+8,035	21,396	$134,794
ABEV	Ambev S.A.	+7,481	32,403	$94,616
HLN	Haleon plc	+5,954	61,774	$618,357
LYG	Lloyds Banking Group plc	+5,625	64,156	$322,704
KVUE	Kenvue Inc.	+5,578	17,054	$294,010
TAK	Takeda Pharmaceutical Co Ltd	+3,590	13,905	$257,520
MOLN	Molecular Partners AG	+3,232	15,543	$61,690
LND	BrasilAgro - Brazilian Agricultural Real Estate Co	+2,691	21,768	$92,078
WDH	Waterdrop Inc.	+2,636	47,723	$77,311
PLTR	Palantir Technologies Inc.	+2,094	12,633	$1,847,955
NAT	NORDIC AMERICAN TANKERS Ltd	+2,087	13,666	$80,082
CIG	Energy Co Of Minas Gerais	+1,891	16,843	$40,254
ASC	Ardmore Shipping Corp	+1,796	16,702	$254,705
NVS	Novartis AG	+1,565	4,407	$673,169
ADAG	Adagene Inc.	+1,541	40,312	$158,023
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PPBT	Purple Biotech Ltd.	−29,327	18,127	$73,233
WIT	Wipro Ltd	−28,855	35,061	$74,329
NVDA	Nvidia Corp	−21,147	91,089	$15,885,921
ICG	Intchains Group Ltd	−15,381	52,302	$64,331
AAPL	Apple Inc.	−13,140	53,903	$13,680,042
AMZN	Amazon Com Inc	−11,338	35,187	$7,328,396
MSFT	Microsoft Corp	−8,138	21,174	$7,837,979
T	At&T Inc.	−7,341	23,977	$695,093
RDY	Dr Reddys Laboratories Ltd	−5,837	20,229	$280,171
AVGO	Broadcom Inc.	−5,154	17,705	$5,479,874
BAC	Bank Of America Corp /De/	−4,875	19,826	$966,517
RLX	RLX Technology Inc.	−4,835	12,323	$27,110
WMT	Walmart Inc.	−4,600	16,620	$2,065,533
SAN	Banco Santander, S.A.	−3,896	16,591	$187,146
IOT	Samsara Inc.	−3,731	9,591	$303,938
TUYA	Tuya Inc.	−3,605	27,753	$64,109
F	Ford Motor Co	−2,967	16,214	$187,109
TSLA	Tesla, Inc.	−2,942	13,764	$5,116,767
XOM	ExxonMobil Holdings Corp	−2,757	21,627	$3,669,236
JPM	Jpmorgan Chase & Co	−2,695	9,790	$2,879,826
KO	Coca Cola Co	−2,655	13,512	$1,027,587
MFG	Mizuho Financial Group Inc	−2,455	28,461	$225,980
ABBV	AbbVie Inc.	−2,324	7,603	$1,653,576
WFC	Wells Fargo & Company/Mn	−2,091	8,786	$699,453
VZ	Verizon Communications Inc	−1,991	8,450	$424,190
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	1,676	$330,540
OXY	Occidental Petroleum Corp /De/	4,168	$270,920
SNDK	Sandisk Corp	420	$266,842
ZTO	ZTO Express (Cayman) Inc.	10,399	$261,742
RELX	Relx PLC	7,846	$260,094
MRVL	Marvell Technology, Inc.	2,564	$253,964
ATI	Ati Inc	1,712	$249,027
FITB	Fifth Third Bancorp	5,354	$248,746
VALE	Vale S.A.	15,518	$246,891
VRT	Vertiv Holdings Co	985	$246,821
TER	Teradyne, Inc	823	$243,986
BHP	BHP Group Ltd	3,354	$243,969
BUD	Anheuser-Busch InBev SA/NV	3,488	$241,962
WDC	Western Digital Corp	882	$238,572
SPOT	Spotify Technology S.A.	487	$236,151
BP	Bp PLC	4,966	$233,402
RNR	Renaissancere Holdings Ltd	763	$226,786
SAP	Sap SE	1,321	$226,168
FRHC	Freedom Holding Corp.	1,483	$214,857
ARM	Arm Holdings PLC /Uk	1,419	$214,666
DLR	Digital Realty Trust, Inc.	1,185	$213,548
ALMS	Alumis Inc.	9,607	$211,642
GLNG	Golar Lng Ltd	3,852	$208,431
SCCO	Southern Copper Corp/	1,200	$206,471
GDS	GDS Holdings Ltd	5,069	$204,230
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
ADP	Automatic Data Processing Inc	1,495	$384,558
ELV	Elevance Health, Inc.	952	$333,723
DASH	DoorDash, Inc.	1,457	$329,981
GLOB	Globant S.A.	4,845	$316,717
AMP	Ameriprise Financial Inc	637	$312,346
IBN	Icici Bank Ltd	10,109	$301,248
NRG	Nrg Energy, Inc.	1,865	$296,982
IDXX	Idexx Laboratories Inc /De	432	$292,260
BDX	Becton Dickinson & Co	1,495	$290,134
BX	Blackstone Inc.	1,825	$281,305
MRSH	Marsh & Mclennan Companies, Inc.	1,484	$275,311
CTAS	Cintas Corp	1,448	$272,325
PRU	Prudential Financial Inc	2,404	$271,363
KKR	KKR & Co. Inc.	2,102	$267,962
MET	Metlife Inc	3,372	$266,185
TTWO	Take Two Interactive Software Inc	1,008	$258,078
BABA	Alibaba Group Holding Ltd	1,649	$241,710
SHOP	Shopify Inc.	1,458	$234,694
RY	Royal Bank Of Canada	1,353	$230,672
CBRE	Cbre Group, Inc.	1,413	$227,196
NDAQ	Nasdaq, Inc.	2,307	$224,078
AMT	American Tower Corp /Ma/	1,274	$223,676
FOXA	Fox Corp	3,046	$222,571
L	Loews Corp	2,095	$220,624
PHM	Pultegroup Inc/Mi/	1,869	$219,158
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

347 tracked positions · $211,482,768 total · filing declares 387 positions · $239,706,731 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 347 positions by value · page 1 of 7

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	91,089	-21,147	$15,885,921	−24.1%	7.51%
AAPL	Apple Inc. Technology	Reduced	53,903	-13,140	$13,680,042	−24.9%	6.47%
MSFT	Microsoft Corp Technology	Reduced	21,174	-8,138	$7,837,979	−44.7%	3.71%
GOOGL	Alphabet Inc. Communication Services	Reduced	26,808	-1,955	$7,708,908	−14.4%	3.65%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	35,187	-11,338	$7,328,396	−31.8%	3.47%
AVGO	Broadcom Inc. Technology	Reduced	17,705	-5,154	$5,479,874	−30.7%	2.59%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	13,764	-2,942	$5,116,767	−31.9%	2.42%
META	Meta Platforms, Inc. Communication Services	Reduced	8,665	-1,974	$4,957,506	−29.4%	2.34%
XOM	ExxonMobil Holdings Corp Energy	Reduced	21,627	-2,757	$3,669,236	+25.0%	1.74%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	6,919	-1,010	$3,315,584	−16.8%	1.57%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	9,790	-2,695	$2,879,826	−28.4%	1.36%
LLY	ELI LILLY & Co Healthcare	Reduced	2,832	-513	$2,604,788	−27.5%	1.23%
SPY	Spdr S&P 500 ETF Trust	Added	3,531	+382	$2,296,350	+6.9%	1.09%
WMT	Walmart Inc. Consumer Defensive	Reduced	16,620	-4,600	$2,065,533	−12.6%	0.98%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,939	-394	$1,932,077	−4.0%	0.91%
PLTR	Palantir Technologies Inc. Technology	Added	12,633	+2,094	$1,847,955	−1.4%	0.87%
NFLX	Netflix Inc Communication Services	Added	17,852	+754	$1,716,469	+7.1%	0.81%
ABBV	AbbVie Inc. Healthcare	Reduced	7,603	-2,324	$1,653,576	−27.1%	0.78%
V	Visa Inc. Financial Services	Reduced	5,463	-1,518	$1,651,137	−32.6%	0.78%
MU	Micron Technology Inc Technology	Added	4,606	+533	$1,556,091	+33.9%	0.74%
JNJ	Johnson & Johnson Healthcare	Reduced	6,335	-1,196	$1,548,527	−0.6%	0.73%
CVX	Chevron Corp Energy	Reduced	7,413	-1,068	$1,533,749	+18.7%	0.73%
LRCX	Lam Research Corp Technology	Reduced	6,690	-1,213	$1,429,385	+5.7%	0.68%
CSCO	Cisco Systems, Inc. Technology	Reduced	16,782	-1,676	$1,302,115	−8.4%	0.62%
MA	Mastercard Inc Financial Services	Reduced	2,566	-1,100	$1,282,127	−38.7%	0.61%
RTX	RTX Corp Industrials	Reduced	6,572	-975	$1,267,738	−8.4%	0.60%
CAT	Caterpillar Inc Industrials	Reduced	1,748	-283	$1,238,388	+6.4%	0.59%
AMD	Advanced Micro Devices Inc Technology	Reduced	6,011	-1,578	$1,222,817	−24.8%	0.58%
NEM	NEWMONT Corp /DE/ Basic Materials	Reduced	11,191	-562	$1,211,425	+3.2%	0.57%
GE	General Electric Co Industrials	Reduced	4,240	-503	$1,203,184	−17.6%	0.57%
ORCL	Oracle Corp Technology	Reduced	7,003	-1,534	$1,030,211	−38.1%	0.49%
KO	Coca Cola Co Consumer Defensive	Reduced	13,512	-2,655	$1,027,587	−9.1%	0.49%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	3,102	-939	$1,020,216	−26.6%	0.48%
GS	Goldman Sachs Group Inc Financial Services	Reduced	1,153	-356	$975,426	−26.5%	0.46%
TNGX	Tango Therapeutics, Inc. Healthcare	Added	46,369	+246	$970,039	+137.4%	0.46%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	2,868	-517	$969,240	−5.8%	0.46%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	19,826	-4,875	$966,517	−28.9%	0.46%
AMAT	Applied Materials Inc /De Technology	Reduced	2,709	-552	$925,909	+10.5%	0.44%
UBER	Uber Technologies, Inc Technology	Reduced	12,583	-1,525	$905,095	−21.5%	0.43%
KLAC	Kla Corp Technology	Reduced	583	-121	$858,415	+0.4%	0.41%
ADI	Analog Devices Inc Technology	Reduced	2,665	-342	$847,843	+4.0%	0.40%
QQQ	Invesco Qqq Trust, Series 1	Added	1,454	+60	$839,219	−2.0%	0.40%
LIN	Linde PLC Basic Materials	Reduced	1,674	-261	$829,902	+0.6%	0.39%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	4,914	-974	$812,480	−14.0%	0.38%
GEV	GE Vernova Inc. Industrials	Reduced	920	-214	$803,068	+8.4%	0.38%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	5,558	-1,667	$802,797	−22.5%	0.38%
MRK	Merck & Co., Inc. Healthcare	Reduced	6,660	-1,331	$801,131	−4.8%	0.38%
CACI	Caci International Inc /De/ Technology	Reduced	1,431	-573	$778,277	−27.1%	0.37%
COP	Conocophillips Energy	Reduced	5,859	-1,004	$773,388	+20.4%	0.37%
AU	AngloGold Ashanti PLC Basic Materials	Reduced	7,707	-65	$750,353	+13.2%	0.35%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.