HARMONY ASSET MANAGEMENT LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2002815
Institutional-grade research for retail investors
13F Reported Value
ⓘ$327.2M
Holdings
195
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
HARMONY ASSET MANAGEMENT LLC disclosed 195 positions worth $327.2M in its Form 13F-HR for Q1 2026, led by $CBOE (Cboe Global Markets, Inc.) at 6.4% of the equity portfolio, followed by $NVDA and $AAPL. During the quarter the fund opened 14 new positions and exited 8 — including a new stake in $CBOE and a full exit from $PNR. The portfolio is most concentrated in Technology (30.5% of disclosed assets). All figures are sourced directly from HARMONY ASSET MANAGEMENT LLC’s Form 13F-HR filing with the SEC under CIK 2002815.
AI Fund Analysis
Stable
$NVDA5.7% weight
Held 6 quarters
$AAPL5.5% weight
Held 6 quarters
$GOOG4.3% weight
Held 6 quarters
$AMZN3.6% weight
Held 6 quarters
$MSFT3.4% weight
Held 6 quarters
$LLY6 quarters accumulating
VANGUARD INDEX FDS
6 quarters accumulating
VANGUARD INDEX FDS
6 quarters accumulating
VANGUARD INDEX FDS
6 quarters accumulating
$BA6 quarters accumulating
Sector Allocation
TechnologyOtherFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 81.2#33
Quality
$20.8M74,070 sh - 90.2#1
Quality
$18.6M106,536 sh - 76.1#112
Quality
$17.9M70,521 sh - 80.2
Quality
$14.2M49,402 sh - 74.6
Quality
$11.9M56,922 sh - 83.7
Quality
$11.1M30,112 sh - 89.3
Quality
$8.9M9,686 sh FIDELITY MERRIMACK STR TR
—Quality
$7.0M138,723 sh- 83.5
Quality
$6.3M20,794 sh - 70.0
Quality
$6.0M31,032 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Cboe Global Markets, Inc.$CBOE | 81.2#33 | $20.8M | 74,070 |
| NVIDIA CORP$NVDA | 90.2#1 | $18.6M | 106,536 |
| Apple Inc.$AAPL | 76.1#112 | $17.9M | 70,521 |
| Alphabet Inc.$GOOG | 80.2 | $14.2M | 49,402 |
| AMAZON COM INC$AMZN | 74.6 | $11.9M | 56,922 |
| MICROSOFT CORP$MSFT | 83.7 | $11.1M | 30,112 |
| ELI LILLY & Co$LLY | 89.3 | $8.9M | 9,686 |
| FIDELITY MERRIMACK STR TR | — | $7.0M | 138,723 |
 VISA INC.$V | 83.5 | $6.3M | 20,794 |
 RTX Corp$RTX | 70.0 | $6.0M | 31,032 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of HARMONY ASSET MANAGEMENT LLC's 195 positions.
Showing top 10 of 195 holdings.
Sector Allocation
Technology
$99.7M
Other
$82.9M
Financials
$63.0M
Industrials
$21.3M
Consumer Discretionary
$18.7M
Healthcare
$17.2M
Energy
$11.4M
Materials
$5.2M
Full Holdings — HARMONY ASSET MANAGEMENT LLC (Q1 2026)
All 195 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $CBOE | Cboe Global Markets, Inc. | $20.8M | 6.4% | NEW | 81.2 |
| 2 | $NVDA | NVIDIA CORP | $18.6M | 5.7% | +1% | 90.2 |
| 3 | $AAPL | Apple Inc. | $17.9M | 5.5% | +1% | 76.1 |
| 4 | $GOOG | Alphabet Inc. | $14.2M | 4.3% | +1% | 80.2 |
| 5 | $AMZN | AMAZON COM INC | $11.9M | 3.6% | +3% | 74.6 |
| 6 | $MSFT | MICROSOFT CORP | $11.1M | 3.4% | +9% | 83.7 |
| 7 | $LLY | ELI LILLY & Co | $8.9M | 2.7% | +0% | 89.3 |
| 8 | — | FIDELITY MERRIMACK STR TR | $7.0M | 2.1% | NEW | — |
| 9 | $V | VISA INC. | $6.3M | 1.9% | +1% | 83.5 |
| 10 | $RTX | RTX Corp | $6.0M | 1.8% | +1% | 70 |
| 11 |  $CME | CME GROUP INC. | $5.2M | 1.6% | +1% | 74.5 |
| 12 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $4.6M | 1.4% | +6% | 66.7 |
| 13 |  $HD | HOME DEPOT, INC. | $4.5M | 1.4% | -8% | 69.2 |
| 14 | — | ISHARES TR | $4.0M | 1.2% | +12% | — |
| 15 | — | ISHARES TR | $4.0M | 1.2% | +122% | — |
| 16 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $3.9M | 1.2% | -9% | — |
| 17 |  $DOV | DOVER Corp | $3.6M | 1.1% | +0% | 63.1 |
| 18 |  $PANW | Palo Alto Networks Inc | $3.6M | 1.1% | -1% | 66.5 |
| 19 |  $SPY | SPDR S&P 500 ETF TRUST | $3.5M | 1.1% | -0% | — |
| 20 | — | SIMPLIFY EXCHANGE TRADED FUN | $3.4M | 1.1% | +2% | — |
| 21 |  $JPM | JPMORGAN CHASE & CO | $3.1M | 0.9% | +1% | 35.6 |
| 22 |  $BLK | BlackRock, Inc. | $2.9M | 0.9% | +0% | 70.3 |
| 23 |  $AVGO | Broadcom Inc. | $2.8M | 0.9% | +1% | 86.4 |
| 24 | — | VANGUARD INDEX FDS | $2.8M | 0.9% | +4% | — |
| 25 |  $FCX | FREEPORT-MCMORAN INC | $2.8M | 0.9% | -14% | 73.1 |
| 26 |  $NOW | ServiceNow, Inc. | $2.7M | 0.8% | +388% | 76 |
| 27 |  $GNRC | GENERAC HOLDINGS INC. | $2.7M | 0.8% | -0% | 58.2 |
| 28 |  $VRT | Vertiv Holdings Co | $2.7M | 0.8% | +10% | 82.7 |
| 29 | — | FIDELITY MERRIMACK STR TR | $2.6M | 0.8% | NEW | — |
| 30 | — | ISHARES TR | $2.6M | 0.8% | +343% | — |
| 31 | — | VANGUARD INDEX FDS | $2.6M | 0.8% | +4% | — |
| 32 |  $KMI | KINDER MORGAN, INC. | $2.5M | 0.8% | -0% | 74.6 |
| 33 |  $META | Meta Platforms, Inc. | $2.5M | 0.8% | +7% | 80.9 |
| 34 |  $ANET | Arista Networks, Inc. | $2.4M | 0.8% | -14% | 86 |
| 35 |  $XOM | EXXON MOBIL CORP | $2.4M | 0.8% | +3% | 61.8 |
| 36 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.4M | 0.7% | +107% | 68.4 |
| 37 |  $IVZ | Invesco Ltd. | $2.4M | 0.7% | +4% | — |
| 38 |  $MU | MICRON TECHNOLOGY INC | $2.3M | 0.7% | -24% | 88.4 |
| 39 |  $GS | GOLDMAN SACHS GROUP INC | $2.3M | 0.7% | +1% | — |
| 40 |  $NFLX | NETFLIX INC | $2.3M | 0.7% | +377% | 86.7 |
| 41 |  $ICE | Intercontinental Exchange, Inc. | $2.2M | 0.7% | -1% | 73.8 |
| 42 |  $JNJ | JOHNSON & JOHNSON | $2.2M | 0.7% | +6% | 72.8 |
| 43 |  $ABBV | AbbVie Inc. | $2.1M | 0.7% | +0% | 59.3 |
| 44 | — | SPDR SERIES TRUST | $2.1M | 0.6% | -8% | — |
| 45 |  $FHN | FIRST HORIZON CORP | $2.0M | 0.6% | -9% | 43.8 |
| 46 |  $FSLR | FIRST SOLAR, INC. | $2.0M | 0.6% | -17% | 73.8 |
| 47 |  $OKE | ONEOK INC /NEW/ | $1.9M | 0.6% | +32% | 72 |
| 48 | — | VANGUARD TAX-MANAGED FDS | $1.9M | 0.6% | -20% | — |
| 49 |  $JXN | Jackson Financial Inc. | $1.8M | 0.5% | +9% | 67.5 |
| 50 | — | SPDR SERIES TRUST | $1.8M | 0.5% | -5% | — |
| 51 |  $CVX | CHEVRON CORP | $1.7M | 0.5% | +5% | 54.7 |
| 52 |  $AMAT | APPLIED MATERIALS INC /DE | $1.7M | 0.5% | +0% | 74.8 |
| 53 |  $CRWD | CrowdStrike Holdings, Inc. | $1.7M | 0.5% | +30% | 55 |
| 54 |  $NDAQ | NASDAQ, INC. | $1.7M | 0.5% | +39% | 78.5 |
| 55 |  $NEM | NEWMONT Corp /DE/ | $1.6M | 0.5% | +10% | 88.3 |
| 56 |  $UBER | Uber Technologies, Inc | $1.5M | 0.5% | -69% | 79.3 |
| 57 |  $BX | Blackstone Inc. | $1.4M | 0.4% | +15% | 68 |
| 58 | — | SIMPLIFY EXCHANGE TRADED FUN | $1.4M | 0.4% | +3% | — |
| 59 |  $VZ | VERIZON COMMUNICATIONS INC | $1.4M | 0.4% | +22% | 71.6 |
| 60 | — | FIRST TR EXCHANGE-TRADED FD | $1.4M | 0.4% | -5% | — |
| 61 | — | VANGUARD INDEX FDS | $1.4M | 0.4% | +2% | — |
| 62 |  $AMGN | AMGEN INC | $1.3M | 0.4% | +0% | 79.5 |
| 63 |  $SNX | TD SYNNEX CORP | $1.3M | 0.4% | NEW | 55.2 |
| 64 | — | VANGUARD SPECIALIZED FUNDS | $1.3M | 0.4% | -2% | — |
| 65 | — | ISHARES TR | $1.3M | 0.4% | +3% | — |
| 66 |  $CARR | CARRIER GLOBAL Corp | $1.3M | 0.4% | -41% | 61.5 |
| 67 | — | VANGUARD INDEX FDS | $1.2M | 0.4% | +5% | — |
| 68 | — | ISHARES TR | $1.2M | 0.4% | +4% | — |
| 69 | $BA | BOEING CO | $1.2M | 0.4% | +2% | 51.8 |
| 70 |  $NUV | NUVEEN MUNICIPAL VALUE FUND INC | $1.2M | 0.3% | +8% | — |
| 71 | — | ISHARES TR | $1.1M | 0.3% | +5% | — |
| 72 |  $LMT | LOCKHEED MARTIN CORP | $1.1M | 0.3% | -0% | 65 |
| 73 |  $AMT | AMERICAN TOWER CORP /MA/ | $1.1M | 0.3% | -3% | 69.8 |
| 74 |  $ETN | Eaton Corp plc | $1.1M | 0.3% | +1% | — |
| 75 | — | ISHARES TR | $1.1M | 0.3% | +58% | — |
| 76 |  $C | CITIGROUP INC | $1.1M | 0.3% | -1% | 54.8 |
| 77 |  $CSCO | CISCO SYSTEMS, INC. | $1.1M | 0.3% | -1% | 72.3 |
| 78 | — | VANGUARD WHITEHALL FDS | $1.0M | 0.3% | -3% | — |
| 79 | — | FIRST TR EXCHANGE-TRADED FD | $1.0M | 0.3% | -5% | — |
| 80 | — | VANGUARD SCOTTSDALE FDS | $1.0M | 0.3% | +1% | — |
| 81 |  $ITT | ITT INC. | $1.0M | 0.3% | NEW | 63.1 |
| 82 |  $GOOGL | Alphabet Inc. | $988,146 | 0.3% | +16% | 80.2 |
| 83 | — | ISHARES TR | $985,019 | 0.3% | +50% | — |
| 84 | — | SIMPLIFY EXCHANGE TRADED FUN | $977,386 | 0.3% | +156% | — |
| 85 | — | VANECK ETF TRUST | $975,689 | 0.3% | +20% | — |
| 86 | — | ISHARES TR | $961,050 | 0.3% | -11% | — |
| 87 | — | ISHARES TR | $959,351 | 0.3% | +3% | — |
| 88 | — | ISHARES TR | $951,940 | 0.3% | -11% | — |
| 89 | — | ISHARES TR | $914,971 | 0.3% | -2% | — |
| 90 | — | ISHARES TR | $895,022 | 0.3% | -51% | — |
| 91 |  $MCD | MCDONALDS CORP | $889,001 | 0.3% | +16% | 73.9 |
| 92 | — | ISHARES TR | $883,432 | 0.3% | -1% | — |
| 93 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $844,344 | 0.3% | +0% | — |
| 94 | — | INVESCO EXCHANGE TRADED FD T | $814,936 | 0.3% | +2% | — |
| 95 | — | VANGUARD BD INDEX FDS | $805,555 | 0.3% | +9% | — |
| 96 |  $MRVL | Marvell Technology, Inc. | $795,867 | 0.2% | +0% | 77.3 |
| 97 |  $WFC | WELLS FARGO & COMPANY/MN | $793,887 | 0.2% | -1% | — |
| 98 |  $SHEL | Shell plc | $791,174 | 0.2% | +0% | — |
| 99 |  $PHYS | Sprott Physical Gold Trust | $766,177 | 0.2% | -17% | — |
| 100 | — | RBB FD INC | $736,033 | 0.2% | +110% | — |
| 101 |  $GLD | SPDR GOLD TRUST | $725,703 | 0.2% | +81% | — |
| 102 | $IVZ | Invesco Ltd. | $715,670 | 0.2% | +0% | — |
| 103 | — | CAPITAL GROUP GROWTH ETF | $711,082 | 0.2% | +3% | — |
| 104 | — | PIMCO ETF TR | $678,681 | 0.2% | -2% | — |
| 105 | — | VANGUARD SCOTTSDALE FDS | $671,787 | 0.2% | -0% | — |
| 106 |  $COF | CAPITAL ONE FINANCIAL CORP | $663,959 | 0.2% | NEW | 71 |
| 107 |  $AFL | AFLAC INC | $654,749 | 0.2% | +0% | 60.3 |
| 108 |  $BRO | BROWN & BROWN, INC. | $652,100 | 0.2% | +0% | 75.1 |
| 109 |  $GILD | GILEAD SCIENCES, INC. | $627,931 | 0.2% | +16% | 77.8 |
| 110 | — | FIRST TR EXCHANGE-TRADED FD | $621,133 | 0.2% | -4% | — |
| 111 |  $ZS | Zscaler, Inc. | $603,528 | 0.2% | +43% | 57.9 |
| 112 | $IVZ | Invesco Ltd. | $586,825 | 0.2% | +2% | — |
| 113 |  $CQP | Cheniere Energy Partners, L.P. | $562,281 | 0.2% | +0% | 74.1 |
| 114 |  $DELL | Dell Technologies Inc. | $559,191 | 0.2% | -70% | 76 |
| 115 |  $HON | HONEYWELL INTERNATIONAL INC | $557,095 | 0.2% | -14% | 65.7 |
| 116 |  $BHP | BHP Group Ltd | $543,111 | 0.2% | +34% | — |
| 117 |  $BRK.B | BERKSHIRE HATHAWAY INC | $534,787 | 0.2% | -1% | 64.5 |
| 118 |  $BKR | Baker Hughes Co | $533,222 | 0.2% | -1% | 63.4 |
| 119 | — | FIRST TR EXCHANGE-TRADED FD | $526,051 | 0.2% | -5% | — |
| 120 | — | ISHARES TR | $523,289 | 0.2% | -3% | — |
| 121 |  $MMM | 3M CO | $523,264 | 0.2% | +6% | 60.7 |
| 122 |  $PAYX | PAYCHEX INC | $512,479 | 0.2% | -17% | 75.1 |
| 123 | — | VANGUARD CHARLOTTE FDS | $506,456 | 0.1% | +12% | — |
| 124 |  $COST | COSTCO WHOLESALE CORP /NEW | $493,286 | 0.1% | +36% | 67 |
| 125 | — | CAPITAL GROUP CORE EQUITY ET | $493,198 | 0.1% | +2% | — |
| 126 |  $PFE | PFIZER INC | $487,125 | 0.1% | +2% | 69 |
| 127 |  $TKO | TKO Group Holdings, Inc. | $484,968 | 0.1% | +0% | 73.1 |
| 128 |  $KLAC | KLA CORP | $466,929 | 0.1% | +0% | 84.4 |
| 129 | — | VANGUARD INTL EQUITY INDEX F | $452,557 | 0.1% | NEW | — |
| 130 |  $ESLT | ELBIT SYSTEMS LTD | $433,036 | 0.1% | -7% | — |
| 131 |  $MRK | Merck & Co., Inc. | $424,263 | 0.1% | +84% | 70.9 |
| 132 |  $CELH | Celsius Holdings, Inc. | $418,664 | 0.1% | NEW | 63 |
| 133 | — | SELECT SECTOR SPDR TR | $404,574 | 0.1% | -12% | — |
| 134 |  $DUK | Duke Energy CORP | $403,383 | 0.1% | -74% | 64 |
| 135 |  $CRM | Salesforce, Inc. | $401,935 | 0.1% | +0% | 75.2 |
| 136 |  $EA | ELECTRONIC ARTS INC. | $394,081 | 0.1% | +0% | 71.1 |
| 137 | — | SPDR INDEX SHS FDS | $390,062 | 0.1% | +89% | — |
| 138 |  $PG | PROCTER & GAMBLE Co | $384,788 | 0.1% | +48% | 72.9 |
| 139 | — | SPDR SERIES TRUST | $382,694 | 0.1% | +0% | — |
| 140 | — | SPDR SERIES TRUST | $373,974 | 0.1% | +0% | — |
| 141 |  $UNH | UNITEDHEALTH GROUP INC | $373,820 | 0.1% | -2% | 66.8 |
| 142 |  $ORCL | ORACLE CORP | $365,375 | 0.1% | -87% | 67.2 |
| 143 |  $Q | Qnity Electronics, Inc. | $364,485 | 0.1% | +0% | — |
| 144 | — | ISHARES TR | $360,522 | 0.1% | -17% | — |
| 145 |  $ET | Energy Transfer LP | $359,658 | 0.1% | -0% | 64.5 |
| 146 |  $WMT | Walmart Inc. | $333,070 | 0.1% | +5% | 63.2 |
| 147 |  $RF | REGIONS FINANCIAL CORP | $330,679 | 0.1% | -74% | — |
| 148 |  $MNST | Monster Beverage Corp | $326,070 | 0.1% | +21% | 77 |
| 149 | — | VANGUARD INDEX FDS | $321,642 | 0.1% | -75% | — |
| 150 | — | ISHARES TR | $317,510 | 0.1% | -37% | — |
| 151 | — | SELECT SECTOR SPDR TR | $312,364 | 0.1% | -20% | — |
| 152 | — | VANGUARD WORLD FD | $311,398 | 0.1% | -3% | — |
| 153 | — | FIRST TR EXCHANGE-TRADED FD | $308,201 | 0.1% | -2% | — |
| 154 |  $D | DOMINION ENERGY, INC | $307,689 | 0.1% | -26% | 74.9 |
| 155 | — | PGIM ETF TR | $305,168 | 0.1% | -1% | — |
| 156 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $305,006 | 0.1% | -1% | 66.4 |
| 157 |  $TSLA | Tesla, Inc. | $299,259 | 0.1% | +5% | 50.1 |
| 158 | — | EA SERIES TRUST | $294,509 | 0.1% | +0% | — |
| 159 | — | SCHWAB STRATEGIC TR | $294,068 | 0.1% | +4% | — |
| 160 |  $PR | Permian Resources Corp | $292,526 | 0.1% | -1% | 75.6 |
| 161 | — | AMPLIFY ETF TR | $287,603 | 0.1% | +0% | — |
| 162 |  $WELL | WELLTOWER INC. | $281,539 | 0.1% | +4% | 75.7 |
| 163 | — | J P MORGAN EXCHANGE TRADED F | $280,481 | 0.1% | +0% | — |
| 164 |  $ASB | ASSOCIATED BANC-CORP | $277,995 | 0.1% | +0% | — |
| 165 | — | CAPITAL GROUP GBL GROWTH EQT | $274,969 | 0.1% | +2% | — |
| 166 |  $LULU | lululemon athletica inc. | $274,049 | 0.1% | NEW | 62.9 |
| 167 |  $GE | GENERAL ELECTRIC CO | $273,752 | 0.1% | +6% | 74.8 |
| 168 |  $TGT | TARGET CORP | $273,427 | 0.1% | +1% | 53.1 |
| 169 | $IVZ | Invesco Ltd. | $270,015 | 0.1% | +18% | — |
| 170 |  $KO | COCA COLA CO | $266,099 | 0.1% | +4% | 74 |
| 171 | — | DIREXION SHARES ETF TRUST | $265,736 | 0.1% | -80% | — |
| 172 | — | NUVEEN AMT FREE QLTY MUN INC | $262,782 | 0.1% | +21% | — |
| 173 |  $NTRS | NORTHERN TRUST CORP | $257,925 | 0.1% | +14% | 71.8 |
| 174 | — | PGIM ETF TR | $255,743 | 0.1% | +18% | — |
| 175 |  $SLV | iShares Silver Trust | $248,803 | 0.1% | +3% | — |
| 176 |  $QCOM | QUALCOMM INC/DE | $248,449 | 0.1% | -13% | 81.9 |
| 177 |  $PLTR | Palantir Technologies Inc. | $242,579 | 0.1% | -0% | 85.8 |
| 178 | — | ISHARES TR | $241,874 | 0.1% | +0% | — |
| 179 | — | GLOBAL X FDS | $238,212 | 0.1% | -34% | — |
| 180 |  $APH | AMPHENOL CORP /DE/ | $232,863 | 0.1% | +0% | 80.5 |
| 181 |  $MGA | MAGNA INTERNATIONAL INC | $225,321 | 0.1% | -1% | — |
| 182 | — | TIDAL TRUST I | $220,559 | 0.1% | +0% | — |
| 183 | — | CAPITAL GROUP CORE BALANCED | $217,919 | 0.1% | +7% | — |
| 184 | — | CAPITAL GROUP DIVIDEND VALUE | $216,911 | 0.1% | +2% | — |
| 185 | — | ISHARES TR | $216,185 | 0.1% | +0% | — |
| 186 |  $PM | Philip Morris International Inc. | $214,115 | 0.1% | NEW | 80.5 |
| 187 | — | ISHARES TR | $210,856 | 0.1% | -13% | — |
| 188 | — | ISHARES TR | $210,456 | 0.1% | -43% | — |
| 189 |  $BMY | BRISTOL MYERS SQUIBB CO | $205,573 | 0.1% | NEW | 70.1 |
| 190 | — | ISHARES TR | $204,149 | 0.1% | -1% | — |
| 191 |  $APD | Air Products & Chemicals, Inc. | $203,343 | 0.1% | NEW | 41.2 |
| 192 | — | GLOBAL X FDS | $203,044 | 0.1% | +122% | — |
| 193 |  $INTC | INTEL CORP | $202,496 | 0.1% | NEW | 41.5 |
| 194 | — | FIRST TR EXCHANGE-TRADED FD | $201,459 | 0.1% | -2% | — |
| 195 |  $CLBT | Cellebrite DI Ltd. | $199,810 | 0.1% | NEW | — |
New Positions (14)
$CBOE Cboe Global Markets, Inc.$20.8M FIDELITY MERRIMACK STR TR$7.0M
FIDELITY MERRIMACK STR TR$2.6M
$SNX TD SYNNEX CORP$1.3M$ITT ITT INC.$1.0M$COF CAPITAL ONE FINANCIAL CORP$663,959 VANGUARD INTL EQUITY INDEX F$452,557
$CELH Celsius Holdings, Inc.$418,664$LULU lululemon athletica inc.$274,049$PM Philip Morris International Inc.$214,115$BMY BRISTOL MYERS SQUIBB CO$205,573$APD Air Products & Chemicals, Inc.$203,343$INTC INTEL CORP$202,496$CLBT Cellebrite DI Ltd.$199,810
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AI-Powered Hedge Fund Analysis: HARMONY ASSET MANAGEMENT LLC
13F Pro is an AI hedge fund tracker and stock research platform. For HARMONY ASSET MANAGEMENT LLC (SEC CIK: 2002815), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in HARMONY ASSET MANAGEMENT LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.