SmartHarvest Portfolios, LLC filed a Form 13F-HR on October 26, 2026, disclosing the firm's equity holdings as of the close of business on September 30, 2026. The filing lists 370 distinct positions held by the firm, which is managed by Kyle J. Lunde, the Founder and Managing Partner. The firm's principal place of business is located in Seattle, Washington.
The filing details a portfolio that includes a mix of large-cap technology stocks, industrial manufacturers, consumer staples, and various exchange-traded funds (ETFs). The largest position listed in the filing is Apple Inc., with 18,001,763 shares. Other notable holdings include Advanced Micro Devices Inc. with 3,372,507 shares, Broadcom Inc. with 4,841,832 shares, and Amazon.com Inc. with 8,347,418 shares.
The portfolio also includes significant positions in healthcare and financial sectors. Eli Lilly & Co. is listed with 2,822,881 shares, while Johnson & Johnson holds 2,212,888 shares. In the financial sector, JPMorgan Chase & Co. is disclosed with 3,889,384 shares, and Bank of America Corp. with 1,275,814 shares.
The filing includes a variety of ETFs, including the iShares Core S&P 500 ETF with 1,463,981 shares and the Invesco QQQ Trust Series 1 with 1,103,811 shares. Additionally, the portfolio holds positions in international companies such as BHP Billiton Limited, Enel Chile S.A., and Banco Santander S.A.
