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Kyle J. Lunde

Smartharvest Portfolios, Llc

Assets Managed
$239.707M
Holdings
387
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
-16.69%(2Q avg: -8.34%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Smartharvest Portfolios, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 387 positions.

Assets under management

The assets under management (AUM) of Smartharvest Portfolios, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 239.707M in assets, with a quarterly growth rate of -16.69% and a 2-quarter average growth rate of -8.34%. The portfolio is managed by Kyle J. Lunde, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -18.84%
6.63%
$15.886M
91,089 shares@ $174.4 avg price
AAPL
Apple Inc
Recent Activity
Decreased -19.59%
5.71%
$13.68M
53,903 shares@ $253.79 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -27.76%
3.27%
$7.838M
21,174 shares@ $370.18 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -6.79%
3.22%
$7.709M
26,808 shares@ $287.57 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -24.36%
3.06%
$7.328M
35,187 shares@ $208.27 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -22.54%
2.29%
$5.48M
17,705 shares@ $309.51 avg price
TSLA
Tesla Inc
Recent Activity
Decreased -17.61%
2.14%
$5.117M
13,764 shares@ $371.75 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -18.55%
2.07%
$4.957M
8,665 shares@ $572.12 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -26.39%
1.91%
$4.556M
15,882 shares@ $286.87 avg price
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Decreased -3.69%
1.8%
$4.31M
30,260 shares@ $142.44 avg price

1-10 of 387