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Funds / Harmony Asset Management LLC
Institutional Fund

Harmony Asset Management LLC

Scottsdale, AZCIK 20028155 filings on record

Portfolio Value
$327.25M
Q1 2026
Holdings
195
Reported positions
New Buys
24
Opened this quarter
QoQ Change
+9.7%
from $298.19M

Portfolio Value Trend

Reported 13F value by quarter

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Top Allocations

Largest positions by weight

  • Cboe Global Mkts Inc6.4%
  • Nvidia Corporation5.7%
  • Apple Inc5.5%
  • Alphabet Inc4.3%
  • Amazon Com Inc3.6%
  • Microsoft Corp3.4%
  • Other71.1%

Portfolio Holdings

195 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Cboe Global Mkts Inc74.1K$20.82M6.4%+74.1KNew
2Nvidia Corporation106.5K$18.58M5.7%+641Added
3Apple Inc70.5K$17.90M5.5%+950Added
4Alphabet Inc49.4K$14.21M4.3%+360Added
5Amazon Com Inc56.9K$11.86M3.6%+1.8KAdded
6Microsoft Corp30.1K$11.15M3.4%+2.5KAdded
7Eli Lilly & Co9.7K$8.91M2.7%+25Added
8Fidelity Merrimack Str Tr138.7K$6.98M2.1%+138.7KNew
9Visa Inc20.8K$6.28M1.9%+135Added
10Rtx Corporation31.0K$5.99M1.8%+190Added

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