Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
HARMONY ASSET MANAGEMENT LLC (CIK 2002815) reported $327.2M across 194 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CBOE ($20.8M, 6.36%), NVDA ($18.6M, 5.68%), AAPL ($17.9M, 5.47%), GOOGL ($14.2M, 4.34%), AMZN ($11.9M, 3.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CBOE | CBOE GLOBAL MKTS INC | $20.8M | 6.36% | 74,070 | New |
| 2 | NVDA | NVIDIA CORPORATION | $18.6M | 5.68% | 106,536 | Added |
| 3 | AAPL | APPLE INC | $17.9M | 5.47% | 70,521 | Added |
| 4 | GOOGL | ALPHABET INC | $14.2M | 4.34% | 49,402 | Added |
| 5 | AMZN | AMAZON COM INC | $11.9M | 3.62% | 56,922 | Added |
| 6 | MSFT | MICROSOFT CORP | $11.1M | 3.41% | 30,112 | Added |
| 7 | LLY | ELI LILLY & CO | $8.9M | 2.72% | 9,686 | Added |
| 8 | FLDB | FIDELITY MERRIMACK STR TR | $7.0M | 2.13% | 138,723 | New |
| 9 | V | VISA INC | $6.3M | 1.92% | 20,794 | Added |
| 10 | RTX | RTX CORPORATION | $6.0M | 1.83% | 31,032 | Added |
| 11 | CME | CME GROUP INC | $5.2M | 1.58% | 17,486 | Added |
| 12 | HD | HOME DEPOT INC | $4.5M | 1.39% | 13,790 | Trimmed |
| 13 | IBM | INTERNATIONAL BUSINESS MACHS | $4.6M | 1.39% | 18,816 | Added |
| 14 | IWM | ISHARES TR | $4.0M | 1.22% | 16,050 | Added |
| 15 | IJR | ISHARES TR | $4.0M | 1.21% | 31,836 | Added |
| 16 | QQQ | INVESCO QQQ TR | $3.9M | 1.19% | 6,749 | Trimmed |
| 17 | DOV | DOVER CORP | $3.6M | 1.10% | 17,216 | Hold |
| 18 | PANW | PALO ALTO NETWORKS INC | $3.6M | 1.09% | 22,297 | Trimmed |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $3.5M | 1.08% | 5,439 | Trimmed |
| 20 | HEQT | SIMPLIFY EXCHANGE TRADED FUN | $3.4M | 1.05% | 108,920 | Added |
| 21 | JPM | JPMORGAN CHASE & CO | $3.1M | 0.93% | 10,378 | Added |
| 22 | BLK | BLACKROCK INC | $2.9M | 0.87% | 2,974 | Hold |
| 23 | AVGO | BROADCOM INC | $2.8M | 0.86% | 9,107 | Added |
| 24 | VTV | VANGUARD INDEX FDS | $2.8M | 0.86% | 14,338 | Added |
| 25 | FCX | FREEPORT MCMORAN INC | $2.8M | 0.86% | 47,749 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31