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Portfolio (Quarterly) Guide ↗

HARMONY ASSET MANAGEMENT LLC

· CIK 0002002815
13F Portfolio $298M AUM Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 181 New
Page 4 of 10  ·  181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IYW ISHARES TR 6,305.0 $1.3M 0.42% NEW $199.68 +20.0%
62 AMGN AMGEN INC Healthcare 3,833.0 $1.3M 0.42% NEW $327.31 +8.2%
63 SPDN DIREXION SHS ETF TR 130,695.0 $1.2M 0.41% NEW $9.43 -6.2%
64 CVX CHEVRON CORP NEW Energy 7,866.0 $1.2M 0.40% NEW $152.42 +12.9%
65 OKE ONEOK INC NEW Energy 15,991.0 $1.2M 0.39% NEW $73.50 +18.6%
66 IGM ISHARES TR 9,078.0 $1.2M 0.39% NEW $129.16 +20.6%
67 AMT AMERICAN TOWER CORP NEW Real Estate 6,677.0 $1.2M 0.39% NEW $175.56 +0.3%
68 VB VANGUARD INDEX FDS 4,507.0 $1.2M 0.39% NEW $257.97 +15.0%
69 C CITIGROUP INC Financial Services 9,399.0 $1.1M 0.37% NEW $116.69 +23.6%
70 NUV NUVEEN MUN VALUE FD INC Financial Services 118,700.0 $1.1M 0.36% NEW $9.06 +0.9%
71 FXR FIRST TR EXCHANGE TRADED FD 13,361.0 $1.1M 0.36% NEW $79.87 +11.2%
72 CSCO CISCO SYS INC Technology 13,752.0 $1.1M 0.35% NEW $77.03 +54.8%
73 VYM VANGUARD WHITEHALL FDS 7,221.0 $1.0M 0.35% NEW $143.53 +10.1%
74 VCLT VANGUARD SCOTTSDALE FDS 13,329.0 $1.0M 0.34% NEW $75.85 -0.0%
75 SOXX ISHARES TR 3,248.0 $978K 0.33% NEW $301.16 +95.4%
76 ETN EATON CORP PLC Industrials 3,008.0 $958K 0.32% NEW $318.54 +26.4%
77 WFC WELLS FARGO CO NEW Financial Services 10,032.0 $935K 0.31% NEW $93.20 -9.4%
78 GOOG ALPHABET INC Communication Services 2,974.0 $933K 0.31% NEW $313.76 +9.5%
79 VZ VERIZON COMMUNICATIONS INC Communication Services 22,901.0 $933K 0.31% NEW $40.73 +12.6%
80 IYZ ISHARES TR 27,419.0 $930K 0.31% NEW $33.90 +22.3%
Page 4 of 10  ·  181 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 36.8%
Financial Services 21.3%
Industrials 9.3%
Communication Services 8.8%
Consumer Cyclical 7.9%
Healthcare 7.2%
Energy 4.8%
Basic Materials 1.9%
Consumer Defensive 0.7%
Utilities 0.7%