SmartHarvest Portfolios, LLC

CIK 0002066604 · Q2 2026

13F Equity AUM

$309.3M

+29.0% QoQ

Positions

461

+74 QoQ

AUM Rank

#4,967

Top 57%

Skill Alpha (FF)

—

Building track record (2q)

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 20.5%Top 10: 29.5%Top 20: 40.6%

NVDA6.6%

AAPL5.5%

GOOGL2.9%

AMZN2.9%

MSFT2.5%

AVGO2.1%

GOOG2.0%

TSLA1.8%

ITOT1.6%

MU1.6%

Others (451)70.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology32.2%

Financial Services23.1%

Healthcare8.6%

Communication Services8.2%

Consumer Cyclical7.4%

Industrials6.5%

Energy4.1%

Consumer Defensive3.6%

Other6.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 461Median: 0.10%Avg: 0.22%

0–0.5%

429(52.2%)

0.5–1%

15(9.7%)

1–3%

15(26.0%)

3–5%

0(0.0%)

5%+

2(12.2%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 461vs 20 funds

0%Low

461

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New102Increased230Decreased100Exited28

New Positions

WTW0.3%

+3K

KR0.2%

+11K

DELL0.2%

+1K

ASX0.2%

+11K

RSP0.1%

+2K

G0.1%

+16K

HUT0.1%

+4K

SEZL0.1%

+2K

BAX0.1%

+17K

CRDO0.1%

+1K

Increased

TURB0.1%

+79K(+71%)

REAX0.1%

+71K(+465%)

CMPX0.1%

+52K(+149%)

HLN0.3%

+33K(+54%)

AMBR0.0%

+22K(+68%)

ABEV0.1%

+16K(+51%)

EDA0.0%

+14K(+136%)

VGT0.6%

+14K(+706%)

TAK0.1%

+12K(+84%)

NVDA6.6%

+12K(+13%)

Decreased

GNTA0.0%

-90,591(-67%)

STKH0.0%

-42,116(-79%)

NWGL0.0%

-30,573(-65%)

ICG0.0%

-29,572(-57%)

LRE0.0%

-16,091(-47%)

WDH0.0%

-15,637(-33%)

SQNS0.0%

-7,624(-32%)

RDY0.1%

-5,801(-29%)

PLANET IMAGE INTL LT…0.0%

-5,142(-17%)

PLTR0.3%

-4,959(-39%)

Exited

-6,373

-1,586

-4,918

-552

-7,846

-1,009

-4,868

-927

-63

-5,069

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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