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Portfolio (Quarterly) Guide ↗

HARMONY ASSET MANAGEMENT LLC

· CIK 0002002815
13F Portfolio $372M AUM 201 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 55 Added 81 Reduced 14 Exited
Page 3 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PWV INVESCO EXCHANGE TRADED FD T 8,610.0 $652K 0.17% +192.0 +2.3% $75.77 +7.8%
42 VO VANGUARD INDEX FDS 7,689.0 $620K 0.17% +7K +586.5% $80.57 +2.4%
43 CELH CELSIUS HLDGS INC Consumer Defensive 20,800.0 $609K 0.16% +9K +76.3% $29.28 +12.6%
44 FXU FIRST TR EXCHANGE-TRADED FD 11,113.0 $548K 0.15% +505.0 +4.8% $49.34 -4.1%
45 VWO VANGUARD INTL EQUITY INDEX F 8,641.0 $516K 0.14% +268.0 +3.2% $59.69 +1.8%
46 CLBT CELLEBRITE DI LTD Technology 35,100.0 $512K 0.14% +21K +142.1% $14.60 -17.9%
47 SLV ISHARES SILVER TR Financial Services 9,111.0 $487K 0.13% +5K +149.6% $53.47 +12.2%
48 PHYL PGIM ETF TR 12,869.0 $449K 0.12% +5K +74.3% $34.88 -0.3%
49 EDIV SPDR INDEX SHS FDS 10,023.0 $411K 0.11% +143.0 +1.4% $40.96 +2.3%
50 QQXT FIRST TR EXCHANGE-TRADED FD 3,206.0 $313K 0.08% +49.0 +1.6% $97.62 +5.5%
51 PZA INVESCO EXCH TRADED FD TR II 12,650.0 $298K 0.08% +900.0 +7.7% $23.52 -3.7%
52 CGBL CAPITAL GROUP CORE BALANCED 7,534.0 $286K 0.08% +1K +19.0% $37.96 +0.6%
53 CGDV CAPITAL GROUP DIVIDEND VALUE 5,402.0 $266K 0.07% +303.0 +5.9% $49.28 +2.2%
54 IWF ISHARES TR 2,028.0 $252K 0.07% +2K +300.0% $124.17 -1.1%
55 PLTR PALANTIR TECHNOLOGIES INC Technology 1,726.0 $201K 0.05% +68.0 +4.1% $116.69 +59.6%
Page 3 of 3  ·  55 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.0%
Financial Services 24.4%
Industrials 9.6%
Healthcare 8.9%
Communication Services 8.5%
Consumer Cyclical 6.2%
Energy 4.0%
Basic Materials 1.8%
Consumer Defensive 1.1%
Real Estate 0.3%