Harmony Asset Management LLC has filed a Form 13F-HR report disclosing its equity holdings as of September 30, 2026. The filing, signed by Managing Director and Chief Compliance Officer Alan Rosenfield, lists a total of 197 distinct equity positions held by the firm.
The portfolio is dominated by large-cap technology and healthcare names. The largest position disclosed is in NVIDIA Corporation, where Harmony Asset Management holds 10,489,100 shares. Other significant holdings include Microsoft Corporation with 26,426 shares, Apple Inc. with 68,661 shares, and Visa Inc. Class A with 20,445 shares.
The filing also lists substantial positions in energy and industrial sectors. Kinder Morgan Inc. is held in 68,979 shares, while Chevron Corporation is held in 17,117 shares. In the industrial space, RTX Corporation is held in 31,985 shares, and Lockheed Martin Corporation in 1,929 shares.
The report indicates that all positions are held as sole voting power and sole dispositive power, with no shared voting or dispositive rights reported.
