PGIM Custom Harvest LLC

CIK: 0001845793SEC EDGAR →

Portfolio Value

$6.8B

Holdings

259

As of

Q4 2025

New Positions

14

Closed Positions

14

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ISHARES TR

4,354,541$869.5M
12.84%
2

VANGUARD WORLD FD

834,677$629.2M
9.29%
3

SELECT SECTOR SPDR TR

10,091,183$552.7M
8.16%
4

SELECT SECTOR SPDR TR

3,329,405$479.3M
7.08%
5

SELECT SECTOR SPDR TR

3,267,785$390.2M
5.76%
6

VANGUARD WORLD FD

2,000,839$387.4M
5.72%
7

VANGUARD WORLD FD

1,238,206$356.4M
5.27%
8

VANGUARD WORLD FD

971,306$289.8M
4.28%
9

VANGUARD WORLD FD

1,506,042$201.0M
2.97%
10

SELECT SECTOR SPDR TR

1,564,101$184.1M
2.72%

Quarterly Changes

Top Buys

TRUT↑ Increased
$31.2M
XLV↑ Increased
$28.8M
GXPC↑ Increased
$25.8M
IYW↑ Increased
$22.0M
VGT↑ Increased
$20.3M

Top Sells

IYK↓ Decreased
$84.6M
IYR↓ Decreased
$35.6M
XLFI↓ Decreased
$17.5M
VHT↓ Decreased
$13.0M
XLRE↓ Decreased
$9.0M

New Positions (14)

$1.2M · 9K shares
$1.1M · 15K shares
$848K · 16K shares
$560K · 5K shares
$446K · 928 shares
$421K · 3K shares
$250K · 1K shares
$229K · 4K shares
$221K · 1K shares
$220K · 2K shares
$212K · 1K shares
$212K · 263 shares
$212K · 993 shares
$200K · 2K shares

Closed Positions (14)

$662K · 2K shares
$453K · 21K shares
$363K · 3K shares
$337K · 3K shares
$305K · 3K shares
$270K · 898 shares
$236K · 9K shares
$228K · 16K shares
$226K · 1K shares
$220K · 315 shares
$219K · 2K shares
$215K · 731 shares
$214K · 2K shares
$204K · 2K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services166$6.4B94.2%
Unknown15$289.5M4.3%
Technology27$52.8M0.8%
Consumer Cyclical12$12.7M0.2%
Healthcare9$12.6M0.2%
Communication Services4$10.8M0.2%
Consumer Defensive5$7.0M0.1%
Industrials11$4.5M0.1%
Energy4$2.4M0.0%
Utilities4$2.1M0.0%
Basic Materials1$375K0.0%
Real Estate1$250K0.0%