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SmartHarvest Portfolios, LLC

Location
SEATTLE, WA
Portfolio Value
Small $211,121,817
Diversification
Diversified
Filing Date
Global Rank
#4,081 / 8,605 ▼ 263 · as of Mar 2026
Top Industry
Semiconductors 13.7%
3Y Alpha vs SPY
+0.8%
Period ended 3 months ago
Filed Apr 21, 2026 · 3mo
2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+10.5%
SPY
+10.0%
Annualised alpha
+1.6%
Max drawdown
−9.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

345 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
7.5%
−0.7 pts
Top 5
24.8%
−3.7 pts
Top 10
35.5%
−4.9 pts
HHI
186
Dec 2025 → Mar 2026 · range 186 – 231
Diversified−45

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 33.0% $69,620,522
Financial Services 12.6% $26,665,007
Healthcare 10.1% $21,250,925
Consumer Cyclical 9.3% $19,644,697
Communication Services 8.7% $18,437,059
Industrials 8.1% $17,198,972
Energy 6.0% $12,566,387
Consumer Defensive 4.7% $9,848,363
Basic Materials 3.3% $6,983,579
Unclassified 2.1% $4,425,999
Utilities 1.4% $2,887,237
Real Estate 0.8% $1,593,070

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
345 positions · $211,121,817 total · as of Mar 31, 2026
Showing 1–50 of 345 positions by value · page 1 of 7
Ticker Company Shares Value (USD) % of Portfolio History