Harmony Asset Management
Latest statistics and disclosures from Harmony Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CBOE, NVDA, AAPL, GOOGL, AMZN, and represent 25.47% of Harmony Asset Management's stock portfolio.
- Added to shares of these 10 stocks: CBOE (+$21M), FLDB (+$7.0M), FBND, EEM, IJR, NOW, BIL, NFLX, SNX, BAC.
- Started 24 new stock positions in FBND, CELH, ASEA, ISTB, ILF, BMY, PM, IGE, SNX, VWO. COF, LULU, FLDB, ITT, IYE, PHYL, VO, CBOE, EEM, APD, BIL, CLBT, IYM, INTC.
- Reduced shares in these 10 stocks: UBER, ORCL, PNR, DELL, DUK, SPDN, RF, CARR, MU, .
- Sold out of its positions in BLDR, FBTC, TFI, SNDK, XLI, TFC, MMU, WDAY, ZTS, PNR.
- Harmony Asset Management was a net buyer of stock by $40M.
- Harmony Asset Management has $327M in assets under management (AUM), dropping by 9.74%.
- Central Index Key (CIK): 0002002815
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Portfolio Holdings for Harmony Asset Management
Harmony Asset Management holds 195 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| CBOE Holdings (CBOE) | 6.4 | $21M | NEW | 74k | 281.07 |
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| NVIDIA Corporation (NVDA) | 5.7 | $19M | 107k | 174.40 |
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| Apple (AAPL) | 5.5 | $18M | 71k | 253.79 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.3 | $14M | 49k | 287.56 |
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| Amazon (AMZN) | 3.6 | $12M | +3% | 57k | 208.27 |
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| Microsoft Corporation (MSFT) | 3.4 | $11M | +9% | 30k | 370.17 |
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| Eli Lilly & Co. (LLY) | 2.7 | $8.9M | 9.7k | 919.79 |
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| Fidelity Merrimack Str Tr Low Duration Bd (FLDB) | 2.1 | $7.0M | NEW | 139k | 50.32 |
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| Visa Com Cl A (V) | 1.9 | $6.3M | 21k | 302.24 |
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| Raytheon Technologies Corp (RTX) | 1.8 | $6.0M | 31k | 192.90 |
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| Cme (CME) | 1.6 | $5.2M | 18k | 295.36 |
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| International Business Machines (IBM) | 1.4 | $4.6M | +5% | 19k | 242.39 |
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| Home Depot (HD) | 1.4 | $4.5M | -7% | 14k | 328.90 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.2 | $4.0M | +11% | 16k | 248.00 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.2 | $4.0M | +121% | 32k | 124.31 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.2 | $3.9M | -9% | 6.7k | 577.22 |
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| Dover Corporation (DOV) | 1.1 | $3.6M | 17k | 208.45 |
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| Palo Alto Networks (PANW) | 1.1 | $3.6M | 22k | 160.32 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.1 | $3.5M | 5.4k | 650.29 |
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| Simplify Exchange Traded Fun Hedged Equity (HEQT) | 1.0 | $3.4M | +2% | 109k | 31.50 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $3.1M | 10k | 294.16 |
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| Blackrock (BLK) | 0.9 | $2.9M | 3.0k | 961.71 |
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| Broadcom (AVGO) | 0.9 | $2.8M | 9.1k | 309.50 |
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| Vanguard Index Fds Value Etf (VTV) | 0.9 | $2.8M | +3% | 14k | 196.20 |
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| Freeport Mcmoran CL B (FCX) | 0.9 | $2.8M | -13% | 48k | 58.78 |
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| Servicenow (NOW) | 0.8 | $2.7M | +388% | 26k | 104.55 |
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| Generac Holdings (GNRC) | 0.8 | $2.7M | 14k | 195.33 |
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| Vertiv Holdings Com Cl A (VRT) | 0.8 | $2.7M | +10% | 11k | 250.57 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.8 | $2.6M | NEW | 58k | 45.62 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.8 | $2.6M | NEW | 46k | 56.79 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $2.6M | +3% | 4.3k | 597.55 |
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| Kinder Morgan (KMI) | 0.8 | $2.5M | 76k | 33.53 |
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| Meta Platforms Cl A (META) | 0.8 | $2.5M | +6% | 4.4k | 572.15 |
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| Arista Networks Com Shs (ANET) | 0.7 | $2.4M | -13% | 20k | 122.78 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $2.4M | +2% | 14k | 169.66 |
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| Bank of America Corporation (BAC) | 0.7 | $2.4M | +106% | 50k | 48.75 |
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| Invesco SHS (IVZ) | 0.7 | $2.4M | +3% | 98k | 24.29 |
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| Micron Technology (MU) | 0.7 | $2.3M | -23% | 6.8k | 337.84 |
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| Goldman Sachs (GS) | 0.7 | $2.3M | 2.7k | 845.86 |
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| Netflix (NFLX) | 0.7 | $2.3M | +377% | 24k | 96.15 |
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| Intercontinental Exchange (ICE) | 0.7 | $2.2M | 14k | 157.28 |
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| Johnson & Johnson (JNJ) | 0.7 | $2.2M | +5% | 8.8k | 244.44 |
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| Abbvie (ABBV) | 0.6 | $2.1M | 9.8k | 217.48 |
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| Spdr Series Trust State Street Spd (BIL) | 0.6 | $2.1M | NEW | 23k | 91.64 |
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| First Horizon National Corporation (FHN) | 0.6 | $2.0M | -8% | 89k | 22.76 |
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| First Solar (FSLR) | 0.6 | $2.0M | -16% | 10k | 197.26 |
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| Oneok (OKE) | 0.6 | $1.9M | +31% | 21k | 90.39 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.6 | $1.9M | -19% | 29k | 64.08 |
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| Jackson Financial Com Cl A (JXN) | 0.5 | $1.8M | +9% | 17k | 105.72 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.5 | $1.8M | -5% | 23k | 76.54 |
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| Chevron Corporation (CVX) | 0.5 | $1.7M | +4% | 8.2k | 206.90 |
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| Applied Materials (AMAT) | 0.5 | $1.7M | 5.0k | 341.76 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.5 | $1.7M | +30% | 4.3k | 390.41 |
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| Nasdaq Omx (NDAQ) | 0.5 | $1.7M | +39% | 20k | 84.89 |
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| Newmont Mining Corporation (NEM) | 0.5 | $1.6M | +10% | 15k | 108.25 |
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| Uber Technologies (UBER) | 0.5 | $1.5M | -69% | 21k | 71.93 |
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| Blackstone Group Inc Com Cl A (BX) | 0.4 | $1.4M | +14% | 13k | 114.99 |
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| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 0.4 | $1.4M | +2% | 29k | 49.46 |
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| Verizon Communications (VZ) | 0.4 | $1.4M | +21% | 28k | 50.20 |
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| First Tr Exchange-traded Finls Alphadex (FXO) | 0.4 | $1.4M | -4% | 24k | 56.19 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $1.4M | +2% | 3.1k | 436.80 |
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| Amgen (AMGN) | 0.4 | $1.3M | 3.8k | 351.85 |
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| SYNNEX Corporation (SNX) | 0.4 | $1.3M | NEW | 7.7k | 168.71 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $1.3M | 5.9k | 215.06 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.4 | $1.3M | +3% | 11k | 117.66 |
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| Carrier Global Corporation (CARR) | 0.4 | $1.3M | -40% | 22k | 56.31 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $1.2M | +4% | 4.7k | 261.94 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.4 | $1.2M | +4% | 6.6k | 181.41 |
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| Boeing Company (BA) | 0.4 | $1.2M | 5.9k | 199.01 |
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| Nuveen Muni Value Fund (NUV) | 0.4 | $1.2M | +8% | 128k | 8.99 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.3 | $1.1M | +4% | 9.5k | 118.51 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $1.1M | 1.9k | 604.44 |
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| American Tower Reit (AMT) | 0.3 | $1.1M | -3% | 6.5k | 172.57 |
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| Eaton Corp SHS (ETN) | 0.3 | $1.1M | 3.0k | 357.72 |
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| Ishares Tr U.s. Energy Etf (IYE) | 0.3 | $1.1M | NEW | 17k | 64.77 |
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| Citigroup Com New (C) | 0.3 | $1.1M | 9.4k | 113.41 |
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| Cisco Systems (CSCO) | 0.3 | $1.1M | 14k | 77.59 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $1.0M | -3% | 7.0k | 148.10 |
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| First Tr Exchange-traded Indls Prod Dur (FXR) | 0.3 | $1.0M | -5% | 13k | 81.63 |
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| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.3 | $1.0M | 14k | 74.72 |
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| Itt (ITT) | 0.3 | $1.0M | NEW | 5.3k | 190.53 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $988k | +15% | 3.4k | 286.83 |
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| Ishares Tr North Amern Nat (IGE) | 0.3 | $985k | NEW | 16k | 62.94 |
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| Simplify Exchange Traded Fun Health Care Etf (PINK) | 0.3 | $977k | +156% | 29k | 33.66 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.3 | $976k | +20% | 11k | 91.77 |
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| Ishares Tr Us Telecom Etf (IYZ) | 0.3 | $961k | -10% | 24k | 39.32 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $959k | +3% | 14k | 67.53 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.3 | $952k | -10% | 2.9k | 328.71 |
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| Ishares Tr Ishares Biotech (IBB) | 0.3 | $915k | 5.4k | 168.84 |
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| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.3 | $895k | NEW | 5.1k | 175.91 |
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| McDonald's Corporation (MCD) | 0.3 | $889k | +16% | 2.9k | 310.84 |
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| Ishares Tr Ibonds Dec 2032 (IBTM) | 0.3 | $883k | 39k | 22.93 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.3 | $844k | 1.4k | 616.76 |
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| Invesco Exchange Traded Fd T Large Cap Growth (PWB) | 0.2 | $815k | +2% | 6.5k | 125.94 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $806k | +9% | 11k | 73.64 |
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| Marvell Technology (MRVL) | 0.2 | $796k | 8.0k | 99.05 |
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| Wells Fargo & Company (WFC) | 0.2 | $794k | 10k | 79.61 |
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| Shell Spon Ads (SHEL) | 0.2 | $791k | 8.5k | 93.00 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.2 | $766k | -17% | 22k | 35.44 |
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| RBB Motley Fol Etf (TMFC) | 0.2 | $736k | +110% | 11k | 65.97 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $726k | +80% | 1.7k | 430.17 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $716k | 3.7k | 191.92 |
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| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.2 | $711k | +2% | 18k | 40.19 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.2 | $679k | 7.4k | 92.27 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $672k | 8.1k | 82.75 |
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| Capital One Financial (COF) | 0.2 | $664k | NEW | 3.6k | 182.41 |
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| AFLAC Incorporated (AFL) | 0.2 | $655k | 6.0k | 109.71 |
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| Brown & Brown (BRO) | 0.2 | $652k | 10k | 65.21 |
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| Gilead Sciences (GILD) | 0.2 | $628k | +15% | 4.5k | 139.39 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.2 | $621k | -4% | 2.7k | 234.04 |
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| Zscaler Incorporated (ZS) | 0.2 | $604k | +42% | 4.3k | 140.29 |
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| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.2 | $587k | +2% | 8.4k | 69.71 |
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| Cheniere Energy Partners Com Unit (CQP) | 0.2 | $562k | 8.7k | 64.63 |
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| Dell Technologies CL C (DELL) | 0.2 | $559k | -70% | 3.4k | 164.13 |
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| Honeywell International (HON) | 0.2 | $557k | -13% | 2.5k | 226.00 |
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| Bhp Billiton Sponsored Ads (BHP) | 0.2 | $543k | +33% | 7.5k | 72.74 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $535k | 1.1k | 479.20 |
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| Baker Hughes Company Cl A (BKR) | 0.2 | $533k | 8.7k | 61.05 |
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| First Tr Exchange-traded Utilities Alph (FXU) | 0.2 | $526k | -4% | 11k | 49.59 |
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| Ishares Tr Msci Euro Fl Etf (EUFN) | 0.2 | $523k | -3% | 15k | 34.85 |
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| 3M Company (MMM) | 0.2 | $523k | +5% | 3.6k | 145.23 |
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| Paychex (PAYX) | 0.2 | $513k | -17% | 5.6k | 92.12 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $507k | +11% | 11k | 48.05 |
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| Costco Wholesale Corporation (COST) | 0.2 | $493k | +35% | 495.00 | 996.54 |
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| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.2 | $493k | 13k | 38.42 |
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| Pfizer (PFE) | 0.1 | $487k | 17k | 28.08 |
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| Tko Group Holdings Cl A (TKO) | 0.1 | $485k | 2.4k | 201.65 |
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| Kla Corp Com New (KLAC) | 0.1 | $467k | 317.00 | 1472.96 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $453k | NEW | 8.4k | 54.05 |
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| Elbit Sys Ord (ESLT) | 0.1 | $433k | -7% | 510.00 | 849.09 |
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| Merck & Co (MRK) | 0.1 | $424k | +83% | 3.5k | 120.29 |
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| Celsius Hldgs Com New (CELH) | 0.1 | $419k | NEW | 12k | 35.48 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $405k | -11% | 3.0k | 132.91 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $403k | -74% | 3.1k | 130.93 |
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| salesforce (CRM) | 0.1 | $402k | 2.2k | 186.69 |
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| Electronic Arts (EA) | 0.1 | $394k | 1.9k | 203.87 |
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| Spdr Index Shs Fds State Street Spd (EDIV) | 0.1 | $390k | +89% | 9.9k | 39.48 |
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| Procter & Gamble Company (PG) | 0.1 | $385k | +47% | 2.7k | 144.44 |
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| Spdr Series Trust State Street Spd (SPSM) | 0.1 | $383k | 7.9k | 48.32 |
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| Spdr Series Trust State Street Spd (SPMD) | 0.1 | $374k | 6.3k | 59.22 |
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| UnitedHealth (UNH) | 0.1 | $374k | -2% | 1.4k | 270.49 |
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| Oracle Corporation (ORCL) | 0.1 | $365k | -86% | 2.5k | 147.09 |
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| Qnity Electronics Common Stock (Q) | 0.1 | $365k | 3.2k | 115.38 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $361k | -17% | 3.3k | 108.98 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $360k | 19k | 19.30 |
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| Wal-Mart Stores (WMT) | 0.1 | $333k | +4% | 2.7k | 124.28 |
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| Regions Financial Corporation (RF) | 0.1 | $331k | -74% | 13k | 26.12 |
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| Monster Beverage Corp (MNST) | 0.1 | $326k | +20% | 4.5k | 72.46 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $322k | NEW | 1.1k | 287.18 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $318k | NEW | 6.6k | 48.46 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $312k | -20% | 6.3k | 49.37 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $311k | -2% | 1.1k | 272.44 |
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| First Tr Exchange-traded Nasdaq 100 Ex (QQXT) | 0.1 | $308k | 3.2k | 97.62 |
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| Dominion Resources (D) | 0.1 | $308k | -26% | 5.0k | 61.82 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.1 | $305k | 6.2k | 49.50 |
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| Enterprise Products Partners (EPD) | 0.1 | $305k | 8.1k | 37.84 |
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| Tesla Motors (TSLA) | 0.1 | $299k | +5% | 805.00 | 371.75 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.1 | $295k | 2.5k | 116.27 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $294k | +3% | 9.6k | 30.68 |
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| Permian Resources Corp Class A Com (PR) | 0.1 | $293k | 14k | 21.32 |
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| Amplify Etf Tr Amplify Cybersec (HACK) | 0.1 | $288k | 3.8k | 75.09 |
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| Welltower Inc Com reit (WELL) | 0.1 | $282k | +4% | 1.4k | 197.71 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $281k | 5.5k | 50.61 |
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| Associated Banc- (ASB) | 0.1 | $278k | 11k | 25.86 |
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| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.1 | $275k | +2% | 8.2k | 33.37 |
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| Lululemon Athletica (LULU) | 0.1 | $274k | NEW | 1.8k | 153.10 |
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| Ge Aerospace Com New (GE) | 0.1 | $274k | +5% | 965.00 | 283.68 |
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| Target Corporation (TGT) | 0.1 | $273k | 2.3k | 121.20 |
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| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.1 | $270k | +17% | 12k | 22.98 |
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| Coca-Cola Company (KO) | 0.1 | $266k | +4% | 3.5k | 76.05 |
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| Direxion Shares Etf Trust Daily S&p 500 Be (SPDN) | 0.1 | $266k | -79% | 27k | 9.95 |
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| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.1 | $263k | +21% | 23k | 11.23 |
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| Northern Trust Corporation (NTRS) | 0.1 | $258k | +14% | 1.8k | 139.57 |
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| Pgim Etf Tr Actv Hy Bd Etf (PHYL) | 0.1 | $256k | NEW | 7.4k | 34.63 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $249k | +3% | 3.7k | 68.15 |
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| Qualcomm (QCOM) | 0.1 | $248k | -13% | 1.9k | 128.80 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $243k | 1.7k | 146.31 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $242k | 1.1k | 213.67 |
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| Global X Fds Global X Copper (COPX) | 0.1 | $238k | -33% | 3.1k | 76.35 |
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| Amphenol Corp Cl A (APH) | 0.1 | $233k | 1.8k | 126.35 |
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| Magna Intl Inc cl a (MGA) | 0.1 | $225k | 4.0k | 55.81 |
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| Tidal Trust I Fundstrat Granny (GRNY) | 0.1 | $221k | 9.2k | 23.87 |
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| Capital Group Core Balanced SHS (CGBL) | 0.1 | $218k | +6% | 6.3k | 34.41 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $217k | 5.1k | 42.54 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $216k | 507.00 | 426.40 |
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| Philip Morris International (PM) | 0.1 | $214k | NEW | 1.3k | 165.34 |
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| Ishares Tr Us Industrials (IYJ) | 0.1 | $211k | -13% | 1.4k | 147.55 |
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| Ishares Tr Latn Amer 40 Etf (ILF) | 0.1 | $211k | NEW | 5.9k | 35.52 |
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| Bristol Myers Squibb (BMY) | 0.1 | $206k | NEW | 3.4k | 60.64 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $204k | 933.00 | 218.81 |
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| Air Products & Chemicals (APD) | 0.1 | $203k | NEW | 700.00 | 290.49 |
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| Global X Fds Gbl X Ftse Etf (ASEA) | 0.1 | $203k | NEW | 11k | 19.43 |
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| Intel Corporation (INTC) | 0.1 | $203k | NEW | 4.6k | 44.13 |
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| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $202k | 3.4k | 59.78 |
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| Cellebrite Di Ordinary Shares (CLBT) | 0.1 | $200k | NEW | 15k | 13.78 |
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Past Filings by Harmony Asset Management
SEC 13F filings are viewable for Harmony Asset Management going back to 2023
- Harmony Asset Management 2026 Q1 filed May 5, 2026
- Harmony Asset Management 2025 Q4 filed Feb. 6, 2026
- Harmony Asset Management 2025 Q3 filed Nov. 5, 2025
- Harmony Asset Management 2025 Q2 filed Aug. 14, 2025
- Harmony Asset Management 2025 Q1 filed May 1, 2025
- Harmony Asset Management 2024 Q4 filed Feb. 18, 2025
- Harmony Asset Management 2024 Q3 filed Nov. 14, 2024
- Harmony Asset Management 2024 Q2 filed Aug. 14, 2024
- Harmony Asset Management 2024 Q1 filed May 14, 2024
- Harmony Asset Management 2023 Q4 filed Feb. 8, 2024