Fund Holdings — HARMONY ASSET MANAGEMENT LLC

Total Portfolio Value
$327.25M
Total Bought
$72.84M
Total Sold
$24.71M
Net Transaction
+$48.13M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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CBOE GLOBAL MKTS INC(CBOE)074,070+74,070020,8196.36%+20,819
FIDELITY MERRIMACK STR TR0138,723+138,72306,9802.13%+6,980
FIDELITY MERRIMACK STR TR057,944+57,94402,6430.81%+2,643
ISHARES TR046,189+46,18902,6230.80%+2,623
ISHARES TR14,35331,836+17,4831,7253,9581.21%+2,233
SPDR SERIES TRUST
ST STR BLO 1 ETF
022,472+22,47202,0590.63%+2,059
SERVICENOW INC(NOW)5,32526,006+20,6818162,7190.83%+1,903
NETFLIX INC.(NFLX)5,00423,879+18,8754692,2960.70%+1,827
TD SYNNEX CORPORATION(SNX)07,715+7,71501,3020.40%+1,302
VERTIV HOLDINGS CO(VRT)9,70510,706+1,0011,5722,6830.82%+1,110
BANK AMERICA CORP24,03849,675+25,6371,3222,4220.74%+1,100
ISHARES TR016,509+16,50901,0690.33%+1,069
ITT INC(ITT)05,265+5,26501,0030.31%+1,003
ISHARES TR015,650+15,65009850.30%+985
ISHARES TR05,088+5,08808950.27%+895
GENERAC HLDGS INC(GNRC)13,81513,760-551,8842,6880.82%+804
EXXON MOBIL CORP14,01414,406+3921,6862,4440.75%+758
ONEOK INC NEW(OKE)15,99121,063+5,0721,1751,9040.58%+729
CAPITAL ONE FINL CORP(COF)03,640+3,64006640.20%+664
SIMPLIFY EXCHANGE TRADED FUN
HEALTH CARE ETF
11,33829,037+17,6994159770.30%+562
CHEVRON CORPORATION(CVX)7,8668,247+3811,1991,7060.52%+507
VERIZON COMMUNICATIONS INC(VZ)22,90127,876+4,9759331,3990.43%+467
KINDER MORGAN INC DEL(KMI)75,64875,562-862,0802,5340.77%+454
VANGUARD INTL EQUITY INDEX F08,373+8,37304530.14%+453
ISHARES TR14,36816,050+1,6823,5373,9801.22%+444
JOHNSON & JOHNSON(JNJ)8,3388,834+4961,7262,1590.66%+434
APPLIED MATLS INC4,9844,98401,2811,7030.52%+423
CME GROUP INC(CME)17,37317,486+1134,7445,1651.58%+420
CELSIUS HLDGS INC(CELH)011,800+11,80004190.13%+419
SPDR GOLD TR(GLD)9331,687+7543707260.22%+356
RBB FD INC
MOTLEY FOL ETF
5,30111,157+5,8563807360.22%+356
RTX CORPORATION(RTX)30,84231,032+1905,6565,9861.83%+330
VANGUARD INDEX FDS01,120+1,12003220.10%+322
ISHARES TR
CORE 1 5 YR USD
06,552+6,55203180.10%+318
NASDAQ INC(NDAQ)14,29019,925+5,6351,3881,6910.52%+303
LULULEMON ATHLETICA INC(LULU)01,790+1,79002740.08%+274
NEWMONT CORP(NEM)13,74515,186+1,4411,3721,6440.50%+271
PGIM ETF TR
ACTV HY BD ETF
07,385+7,38502560.08%+256
DOVER CORP(DOV)17,21617,21603,3613,5891.10%+227
LOCKHEED MARTIN CORP(LMT)1,8611,857-49001,1220.34%+222
MERCK & CO INC(MRK)1,9213,527+1,6062024240.13%+222
VANECK ETF TRUST
GOLD MINERS ETF
8,83010,632+1,8027579760.30%+218
PHILIP MORRIS INTL INC(PM)01,295+1,29502140.07%+214
ISHARES TR05,925+5,92502100.06%+210
BHP BILLITON LIMITED5,5837,466+1,8833375430.17%+206
BRISTOL-MYERS SQUIBB CO(BMY)03,390+3,39002060.06%+206
AIR PRODUCTS AND CHEMICALS I0700+70002030.06%+203
INTEL CORP(INTC)04,589+4,58902020.06%+202
CELLEBRITE DI LTD(CLBT)014,500+14,50002000.06%+200
SPDR INDEX SHS FDS
ST MAR DIVID ETF
5,2249,880+4,6562053900.12%+186
COSTCO WHOLESALE CORPORATION(COST)364495+1313144930.15%+179
VANGUARD INDEX FDS13,82814,338+5102,6412,8130.86%+172
SHELL PLC(SHEL)8,5078,50706257910.24%+166
GILEAD SCIENCES INC(GILD)3,8874,505+6184776280.19%+151
MCDONALDS CORP(MCD)2,4582,860+4027518890.27%+138
CROWDSTRIKE HLDGS INC(CRWD)3,3234,335+1,0121,5581,6920.52%+135
JACKSON FINANCIAL INC(JXN)15,33816,729+1,3911,6361,7690.54%+133
BAKER HUGHES COMPANY(BKR)8,8098,734-754015330.16%+132
EATON CORP PLC(ETN)3,0083,038+309581,0870.33%+129
PROCTER & GAMBLE CO(PG)1,8022,664+8622583850.12%+127
ELBIT SYS LTD(ESLT)550510-403184330.13%+115
MARVELL TECHNOLOGY INC(MRVL)8,0358,03506837960.24%+113
QNITY ELECTRONICS INC(Q)3,1593,15902583640.11%+107
PERMIAN RESOURCES CORP(PR)13,81913,721-981942930.09%+99
CHENIERE ENERGY PARTNERS L P(CQP)8,7008,70004655620.17%+97
AMGEN INC(AMGN)3,8333,83301,2551,3490.41%+94
KLA CORP(KLAC)31731703854670.14%+82
NUVEEN MUN VALUE FD INC(NUV)118,700128,200+9,5001,0751,1530.35%+77
FIRST TR EXCHANGE-TRADED FD10,0003,157-6,8432323080.09%+76
VANGUARD INDEX FDS4,5074,712+2051,1631,2340.38%+72
VANGUARD BD INDEX FDS9,99310,939+9467408060.25%+65
PFIZER INC(PFE)17,09017,348+2584264870.15%+62
ALPHABET INC(GOOG)2,9743,445+4719339880.30%+55
TARGET CORP(TGT)2,2412,256+152192730.08%+54
ISHARES TR13,72814,206+4789069590.29%+53
ENERGY TRANSFER L P(ET)18,72518,635-903093600.11%+51
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
9,44810,540+1,0924575060.15%+50
WALMART INC(WMT)2,5572,680+1232853330.10%+48
ENTERPRISE PRODS PARTNERS L(EPD)8,1678,060-1072623050.09%+43
SCHWAB STRATEGIC TR9,2319,585+3542532940.09%+41
MONSTER BEVERAGE CORP NEW(MNST)3,7254,500+7752863260.10%+40
INVESCO EXCHANGE TRADED FD T
LARGE CAP VALUE
8,2198,418+1995475870.18%+40
NUVEEN AMT FREE QLTY MUN INC19,30023,400+4,1002242630.08%+38
INVESCO EXCH TRADED FD TR II10,00011,750+1,7502322700.08%+38
NORTHERN TR CORP(NTRS)1,6181,848+2302212580.08%+37
DIREXION SHARES ETF TRUST10,00026,707+16,7072322660.08%+34
ISHARES TR27,41924,442-2,9779309610.29%+32
COCA COLA CO(KO)3,3583,499+1412352660.08%+31
WELLTOWER INC(WELL)1,3681,424+562542820.09%+28
FIRST TR EXCHANGE-TRADED FD
UTILITIES ALPH
11,11310,608-5055005260.16%+26
ISHARES SILVER TR(SLV)3,5363,651+1152282490.08%+21
STATE STR SPDR S&P MIDCAP 40(MDY)1,3691,36908268440.26%+18
SIMPLIFY EXCHANGE TRADED FUN
HEDGED EQUITY
106,545108,920+2,3753,4153,4311.05%+16
SIMPLIFY EXCHANGE TRADED FUN
MBS ETF
27,80028,600+8001,4011,4150.43%+13
SPDR SERIES TRUST
ST STR SP600 SML
7,9207,92003713830.12%+12
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
6,3396,471+1328068150.25%+9
CAPITAL GROUP CORE BALANCED
SHS
5,9196,333+4142092180.07%+9
SPDR SERIES TRUST
ST STR P400MID
6,3156,31503663740.11%+8
MAGNA INTL INC(MGA)4,0794,037-422172250.07%+8
ISHARES TR1,1321,13202382420.07%+4
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