SmartHarvest Portfolios, LLC Q4 2025 Filing

Filed February 12, 2026

Portfolio Value

$287.0M

Holdings

366

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (366 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORPORATION
112,236$20.0M6.97%
2
AAPLAPPLE INC
67,043$18.0M6.27%
3
MSFTMICROSOFT CORP
29,312$14.0M4.88%
4
AMZNAMAZON COM INC
46,525$10.0M3.48%
5
GOOGLALPHABET INC
28,763$9.0M3.14%
6
METAMETA PLATFORMS INC
10,639$7.0M2.44%
7
AVGOBROADCOM INC
22,859$7.0M2.44%
8
TSLATESLA INC
16,706$7.0M2.44%
9
GOOGALPHABET INC
21,578$6.0M2.09%
10
JPMJPMORGAN CHASE & CO.
12,485$4.0M1.39%
11
ITOTISHARES TR
31,422$4.0M1.39%
12
IVVISHARES TR
4,814$3.0M1.05%
13
LLYELI LILLY & CO
3,345$3.0M1.05%
14
BRK/BBERKSHIRE HATHAWAY INC DEL
7,929$3.0M1.05%
15
XOMEXXON MOBIL CORP
24,384$2.0M0.70%
16
WMTWALMART INC
21,220$2.0M0.70%
17
VVISA INC
6,981$2.0M0.70%
18
SPYSPDR S&P 500 ETF TR
3,149$2.0M0.70%
19
COSTCOSTCO WHSL CORP NEW
2,333$2.0M0.70%
20
ABBVABBVIE INC
9,927$2.0M0.70%
21
MAMASTERCARD INCORPORATED
3,666$2.0M0.70%
22
BACBANK AMERICA CORP
24,701$1.0M0.35%
23
NFLXNETFLIX INC
17,098$1.0M0.35%
24
GSGOLDMAN SACHS GROUP INC
1,509$1.0M0.35%
25
NEMNEWMONT CORP
11,753$1.0M0.35%
26
TSMTAIWAN SEMICONDUCTOR MFG LTD
3,385$1.0M0.35%
27
MUMICRON TECHNOLOGY INC
4,073$1.0M0.35%
28
CA8ACACI INTL INC
2,004$1.0M0.35%
29
ABTABBOTT LABS
8,663$1.0M0.35%
30
UBERUBER TECHNOLOGIES INC
14,108$1.0M0.35%
31
VTIVANGUARD INDEX FDS
4,693$1.0M0.35%
32
JNJJOHNSON & JOHNSON
7,531$1.0M0.35%
33
CVXCHEVRON CORP NEW
8,481$1.0M0.35%
34
CATCATERPILLAR INC
2,031$1.0M0.35%
35
VTEBVANGUARD MUN BD FDS
27,289$1.0M0.35%
36
WFCWELLS FARGO CO NEW
10,877$1.0M0.35%
37
HDHOME DEPOT INC
4,041$1.0M0.35%
38
KOCOCA COLA CO
16,167$1.0M0.35%
39
GEGE AEROSPACE
4,743$1.0M0.35%
40
AMDADVANCED MICRO DEVICES INC
7,589$1.0M0.35%
41
ORCLORACLE CORP
8,537$1.0M0.35%
42
VGTVANGUARD WORLD FD
1,780$1.0M0.35%
43
CSCOCISCO SYS INC
18,458$1.0M0.35%
44
LRCXLAM RESEARCH CORP
7,903$1.0M0.35%
45
PGPROCTER AND GAMBLE CO
7,225$1.0M0.35%
46
RTXRTX CORPORATION
7,547$1.0M0.35%
47
PLTRPALANTIR TECHNOLOGIES INC
10,539$1.0M0.35%
48
IBMINTERNATIONAL BUSINESS MACHS
3,795$1.0M0.35%
49
IWFISHARES TR
3,042$1.0M0.35%
50
BCMLBAYCOM CORP
7,388$00.00%
51
PPBTPURPLE BIOTECH LTD
47,454$00.00%
52
BBDOBANCO BRADESCO S A
13,508$00.00%
53
ITWILLINOIS TOOL WKS INC
1,202$00.00%
54
FOXAFOX CORP
3,046$00.00%
55
XLVSELECT SECTOR SPDR TR
2,206$00.00%
56
LINLINDE PLC
1,935$00.00%
57
NDQINVESCO QQQ TR
1,394$00.00%
58
DRDDRDGOLD LIMITED
10,851$00.00%
59
SPGIS&P GLOBAL INC
1,422$00.00%
60
MCKMCKESSON CORP
795$00.00%
61
DISVDIMENSIONAL ETF TRUST
10,512$00.00%
62
BAKBRASKEM S A
36,381$00.00%
63
PEPPEPSICO INC
3,766$00.00%
64
SPGSIMON PPTY GROUP INC NEW
1,815$00.00%
65
NATNORDIC AMERICAN TANKERS LIMI
11,579$00.00%
66
ACWIISHARES TR
2,670$00.00%
67
A4SAMERIPRISE FINL INC
637$00.00%
68
HBC2HSBC HLDGS PLC
7,296$00.00%
69
SHWSHERWIN WILLIAMS CO
993$00.00%
70
BDXBECTON DICKINSON & CO
1,495$00.00%
71
CITCINTAS CORP
1,448$00.00%
72
LITBLIGHTINTHEBOX HLDG CO LTD
19,497$00.00%
73
IWRISHARES TR
3,388$00.00%
74
BNBROOKFIELD CORP
14,578$00.00%
75
DRSKETF SER SOLUTIONS
16,376$00.00%
76
ACNACCENTURE PLC IRELAND
3,029$00.00%
77
METMETLIFE INC
3,372$00.00%
78
GLOBGLOBANT S A
4,845$00.00%
79
TMOTHERMO FISHER SCIENTIFIC INC
1,207$00.00%
80
CFGCITIZENS FINL GROUP INC
3,492$00.00%
81
GILDGILEAD SCIENCES INC
4,590$00.00%
82
TURBTURBO ENERGY S A
21,741$00.00%
83
ETENERGY TRANSFER L P
30,333$00.00%
84
AXPAMERICAN EXPRESS CO
2,395$00.00%
85
RSGREPUBLIC SVCS INC
1,343$00.00%
86
GLWCORNING INC
4,361$00.00%
87
SHELSHELL PLC
3,482$00.00%
88
MDTMEDTRONIC PLC
4,369$00.00%
89
FCXFREEPORT-MCMORAN INC
6,617$00.00%
90
AHGAKSO HEALTH GROUP
16,748$00.00%
91
TFCTRUIST FINL CORP
5,164$00.00%
92
SANBANCO SANTANDER SA
20,487$00.00%
93
AIGAMERICAN INTL GROUP INC
3,839$00.00%
94
MCDMCDONALDS CORP
2,679$00.00%
95
ETNEATON CORP PLC
2,215$00.00%
96
KWE1RING ENERGY INC
14,764$00.00%
97
BBDBANCO BRADESCO S A
19,620$00.00%
98
AMLPALPS ETF TR
7,226$00.00%
99
BKRBAKER HUGHES COMPANY
6,128$00.00%
100
PHMPULTE GROUP INC
1,869$00.00%
Page 1 of 4Next