SmartHarvest Portfolios, LLC
Annual return
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SPY
—
Alpha
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Invested
$239.7M
Holdings
385
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q4 2025: New position (112.2k shares)
6.6%
02
$AAPL
APPLE INC
Q4 2025: New position (67.0k shares)
5.7%
03
$MSFT
MICROSOFT CORP
Q4 2025: New position (29.3k shares)
3.3%
04
$GOOGL
ALPHABET INC
Q4 2025: New position (28.8k shares)
3.2%
05
$AMZN
AMAZON COM INC
Q4 2025: New position (46.5k shares)
3.1%
06
$AVGO
BROADCOM INC
Q4 2025: New position (22.9k shares)
2.3%
07
$TSLA
TESLA INC
Q4 2025: New position (16.7k shares)
2.1%
08
$META
META PLATFORMS INC
Q4 2025: New position (10.6k shares)
2.1%
09
$GOOG
ALPHABET INC
Q4 2025: New position (21.6k shares)
1.9%
10
$ITOT
ISHARES TR
Q4 2025: New position (31.4k shares)
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 14:26 UTC.