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HARMONY ASSET MANAGEMENT LLC - Portfolio Stock Holdings

HARMONY ASSET MANAGEMENT LLC disclosed 205 stock positions in a recent SEC 13F filing. $322,951,217 of stock holdings were filed, with the largest holdings including CBOE, NVDA, and AAPL. This filing represented positions held on March 31, 2026, and was filed on May 5, 2026.

We estimate the fund has a total AUM of $462,513,551 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

March 31, 2026

No. of Stocks:

205

Est. Stock Holding Value:

$322,951,217

Top Stock Holdings By Sector

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Portfolio Stock Holdings - HARMONY ASSET MANAGEMENT LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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