13F filer

SmartHarvest Portfolios

As of Sep 30, 2026 Filed Oct 26, 2026 CIK 2066604 SEC filings ↗

13F Value

$258.0M

Positions

370

Top Position

NVDA7.3%

Top 5

24.3%

Latest filing changes

vs Jun 30, 2026

1 ING Ing Groep +343.2%+$1.2M

2 UMC United Microelectronics +169.5%+$397K

3 INTU Intuit +69.3%+$314K

4 SIMO Silicon Motion Technology +89.8%+$155K

5 UL Unilever +28.5%+$147K

Holdings370

#							Trend (4Q)
1	NVDA NVIDIA	7.3%	$18.9M	-19.3%	82.8K	6.6%		Common Stock
2	AAPL Apple	7.0%	$18.0M	-8.4%	54.1K	5.5%		Common Stock
3	MSFT Microsoft	3.8%	$9.9M	-8.8%	19.3K	2.6%		Common Stock
4	AMZN Amazon	3.2%	$8.3M	-9.3%	33.5K	2.8%		Common Stock
5	GOOGL Alphabet Class A Filing details 02079K305 Sep 30, 2026 22,281 reported quantity $7,666,530 reported value	3.0%	$7.7M	-11.6%	22.3K	2.9%		Common Stock
6	ITOT iShares Core S&P Total U.S. Stock Market ETF	2.0%	$5.0M	—	30.3K	1.6%		ETF
7	META Meta Platforms	1.9%	$5.0M	-14.3%	6.9K	1.5%		Common Stock
8	AVGO Broadcom	1.9%	$4.8M	-18.7%	13.8K	2.1%		Common Stock
9	GOOG Alphabet Class C	1.9%	$4.8M	-17.5%	14.2K	2.0%		Common Stock
10	MU Micron Technology	1.7%	$4.3M	-4.7%	4.0K	1.6%		Common Stock
11	JPM JPMorgan Chase	1.5%	$3.9M	-12.1%	11.8K	1.4%		Common Stock
12	TSLA Tesla	1.5%	$3.7M	-20.6%	10.6K	1.8%		Common Stock
13	SPY State Str SPDR S&P 500 ETF T — Tr Unit	1.4%	$3.5M	-4.8%	4.6K	1.2%		ETF
14	AMD Advanced Micro Devices	1.3%	$3.4M	-15.8%	5.5K	1.2%		Common Stock
15	BRK.B Berkshire Hathaway Class B Filing details 084670702 Sep 30, 2026 6,292 reported quantity $3,133,228 reported value	1.2%	$3.1M	-15.2%	6.3K	1.2%		Common Stock
16	XOM ExxonMobil Filing details 30233Q108 Sep 30, 2026 18,913 reported quantity $3,078,114 reported value	1.2%	$3.1M	—	18.9K	1.1%	—	Common Stock
17	LLY Eli Lilly	1.1%	$2.8M	-17.7%	2.4K	1.2%		Common Stock
18	JNJ Johnson & Johnson	0.9%	$2.2M	-9.5%	8.4K	0.8%		Common Stock
19	LRCX Lam Research Filing details 512807306 Sep 30, 2026 5,988 reported quantity $1,967,154 reported value	0.8%	$2.0M	-14.4%	6.0K	1.0%		Common Stock
20	VOO Vanguard 500 Index Fund — ETF Shares	0.7%	$1.9M	+5.9%	2.7K	0.6%		ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing120

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.