Fund HoldingsPGIM Custom Harvest LLC

Total Portfolio Value
$6.40B
Total Bought
$564.97M
Total Sold
$778.05M
Net Transaction
-$213.08M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ISHARES TR01,069,475+1,069,4750125,8351.96%+125,835
SELECT SECTOR SPDR TR
ST STR ENERG ETF
1,651,5361,821,657+170,12173,840111,5951.74%+37,755
SPDR INDEX SHS FDS
ST STR EU 50 ETF
0571,784+571,784035,4960.55%+35,496
SELECT SECTOR SPDR TR
ST STR TECHN ETF
3,329,4053,871,015+541,610479,334514,4588.03%+35,123
VANECK ETF TRUST
COMM SVC TRU ETF
01,428,576+1,428,576034,5080.54%+34,508
ISHARES TR1,452,1191,459,665+7,54669,01994,5421.48%+25,523
VANGUARD WORLD FD
INDUSTRIAL ETF
971,3061,007,346+36,040289,818314,5144.91%+24,695
ISHARES TR698,2651,068,453+370,18845,45765,8591.03%+20,402
VANGUARD WORLD FD
ENERGY ETF
349,241354,019+4,77843,97661,2590.96%+17,283
ISHARES TR01,101,320+1,101,3200110,0991.72%+110,099
ISHARES TR0533,933+533,933061,3280.96%+61,328
VANGUARD WORLD FD
CONSUM STP ETF
432,639468,988+36,34991,391105,3301.64%+13,940
SELECT SECTOR SPDR TR
ST STR UTIL ETF
1,239,2921,428,807+189,51552,90565,5681.02%+12,663
GLOBAL X FDS
PURE MS STAP ETF
1,249,4281,633,092+383,66430,45742,9540.67%+12,497
GLOBAL X FDS
PURE MS DISC ETF
01,095,893+1,095,893026,2250.41%+26,225
ISHARES INC230,654340,177+109,52321,68632,5670.51%+10,881
SELECT SECTOR SPDR TR
ST STR INDL ETF
1,171,5511,180,767+9,216181,731190,9662.98%+9,235
SELECT SECTOR SPDR TR
ST STR MATER ETF
897,925994,369+96,44440,72149,6890.78%+8,968
ISHARES TR0141,491+141,491025,6110.40%+25,611
ISHARES TR332,013385,643+53,63049,19456,8980.89%+7,703
ISHARES INC
MSCI JAPAN ETF
262,608316,151+53,54321,20326,6960.42%+5,493
VANGUARD WORLD FD
MATERIALS ETF
162,844170,321+7,47733,79838,3800.60%+4,582
VANGUARD WORLD FD
CONSUM DIS ETF
0396,125+396,1250142,2212.22%+142,221
SELECT SECTOR SPDR TR
ST STR STAPL ETF
945,480946,132+65273,44577,5641.21%+4,119
SELECT SECTOR SPDR TR
ST STR REAL ETF
701,112783,471+82,35928,29031,9890.50%+3,699
ISHARES TR
MSCI UK ETF NEW
259,787328,280+68,49311,42514,9560.23%+3,531
ISHARES TR324,803348,928+24,12530,24633,5980.52%+3,353
ISHARES INC183,903240,663+56,7609,91813,1860.21%+3,268
VANGUARD WORLD FD
UTILITIES ETF
211,596213,276+1,68039,15442,2590.66%+3,105
ISHARES TR295,907365,312+69,40527,29730,2620.47%+2,965
VANGUARD INDEX FDS385,146414,124+28,97834,08236,7330.57%+2,651
APPLE INC(AAPL)50,33962,734+12,39513,68515,9210.25%+2,236
ISHARES INC0200,422+200,42205,5640.09%+5,564
J P MORGAN EXCHANGE TRADED F
BETABULDRS JAPAN
133,588154,351+20,7638,80510,6360.17%+1,832
VANECK ETF TRUST
CONSUMER DISCRTN
706,906844,145+137,23918,49720,0320.31%+1,535
ISHARES TR60,83291,636+30,8041,8523,2550.05%+1,403
ISHARES TR
CORE MSCI EURO
050,501+50,50103,5490.06%+3,549
ISHARES TR0436,338+436,338050,6630.79%+50,663
ISHARES TR083,127+83,12704,7890.07%+4,789
SPDR INDEX SHS FDS
ST STR ASIA ETF
08,990+8,99001,2240.02%+1,224
ISHARES INC109,265131,951+22,6866,5527,7600.12%+1,209
FRANKLIN TEMPLETON ETF TR
FTSE UNTD KGDM
0254,950+254,95008,8620.14%+8,862
ISHARES TR45,73757,972+12,2354,4555,4230.08%+968
NVIDIA CORPORATION(NVDA)032,494+32,49405,6670.09%+5,667
IDEXX LABS INC(IDXX)01,687+1,68709480.01%+948
ISHARES TR080,699+80,69907,6310.12%+7,631
FIRST TR EXCHANGE-TRADED FD
UTILITIES ALPH
0171,978+171,97808,5280.13%+8,528
FRANKLIN TEMPLETON ETF TR
FRANKLN SWZLND
183,433206,046+22,6137,6098,3580.13%+749
J P MORGAN EXCHANGE TRADED F
BETA CDA ETF NEW
84,36290,354+5,9927,8468,4990.13%+653
HONEYWELL INTL INC(HON)02,769+2,76906260.01%+626
CARDINAL HEALTH INC(CAH)02,895+2,89506120.01%+612
FRANKLIN TEMPLETON ETF TR
FRANKLIN ASIA
174,565187,839+13,2745,1725,7400.09%+568
VANGUARD TAX-MANAGED FDS08,446+8,44605410.01%+541
ISHARES TR
CORE MSCI EAFE
17,55823,191+5,6331,5712,1000.03%+529
COSTCO WHOLESALE CORPORATION(COST)04,893+4,89304,8760.08%+4,876
EXXON MOBIL CORP010,053+10,05301,7060.03%+1,706
ISHARES TR86,32586,32502,9263,3940.05%+468
ISHARES INC056,143+56,14302,1550.03%+2,155
JOHNSON & JOHNSON(JNJ)03,656+3,65608940.01%+894
BROADCOM INC(AVGO)8,56210,735+2,1732,9633,3230.05%+359
CONSTELLATION ENERGY CORP(CEG)02,155+2,15506020.01%+602
NETFLIX INC.(NFLX)014,205+14,20501,3660.02%+1,366
J P MORGAN EXCHANGE TRADED F
BETA DEVE EX ETF
68,45270,196+1,7443,8544,1730.07%+320
ISHARES INC487,219503,662+16,44331,23131,5490.49%+319
ISHARES GOLD TR(IAU)03,488+3,48803080.00%+308
ISHARES SILVER TR(SLV)68,36568,967+6024,4044,6990.07%+295
VANGUARD INTL EQUITY INDEX F02,102+2,10202910.00%+291
VANGUARD INDEX FDS06,313+6,31301,8130.03%+1,813
FIRST TR EXCHANGE-TRADED FD
MATERIALS ALPH
027,035+27,03502,0600.03%+2,060
FRANKLIN TEMPLETON ETF TR
FTSE BRAZIL
060,715+60,71501,4500.02%+1,450
APPLIED MATLS INC1,7722,157+3854557370.01%+282
PHILLIPS 66(PSX)01,499+1,49902730.00%+273
ISHARES INC
CORE MSCI EMKT
09,330+9,33006510.01%+651
ISHARES TR03,110+3,11006650.01%+665
TAIWAN SEMICONDUCTOR MANUFAC(TSM)2,2852,827+5426949560.01%+261
WALMART INC(WMT)9,39010,502+1,1121,0461,3050.02%+259
VANGUARD WHITEHALL FDS01,665+1,66502470.00%+247
FRANKLIN TEMPLETON ETF TR
FTSE JAPAN ETF
57,69561,719+4,0241,9882,2330.03%+245
GOLDMAN SACHS ETF TR01,958+1,95802450.00%+245
TEXAS PACIFIC LAND CORPORATI(TPL)0490+49002330.00%+233
ISHARES TR03,110+3,11002310.00%+231
BP PLC(BP)04,851+4,85102280.00%+228
FIRST TR EXCHANGE-TRADED FD04,388+4,38802230.00%+223
LAM RESEARCH CORP(LRCX)01,024+1,02402190.00%+219
SEMPRA(SRE)02,243+2,24302180.00%+218
CSX CORP(CSX)05,280+5,28002170.00%+217
AT&T INC(T)07,298+7,29802120.00%+212
STARBUCKS CORP(SBUX)02,329+2,32902090.00%+209
WATTS WATER TECHNOLOGIES INC(WTS)0715+71502080.00%+208
BUNGE GLOBAL SA(BG)01,602+1,60202040.00%+204
3M CO(MMM)01,384+1,38402010.00%+201
WISDOMTREE TR(WT)02,324+2,32402010.00%+201
CORTEVA INC(CTVA)02,390+2,39002000.00%+200
NEXTERA ENERGY INC(NEE)012,012+12,01201,1160.02%+1,116
CATERPILLAR INC(CAT)0803+80305690.01%+569
MICRON TECHNOLOGY INC(MU)1,4601,761+3014175950.01%+178
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
06,811+6,81107470.01%+747
GE VERNOVA INC(GEV)0699+69906100.01%+610
ISHARES TR03,404+3,40404850.01%+485
INVESCO EXCHANGE TRADED FD T
S&P 500A EQL
027,215+27,21501,0180.02%+1,018
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