HARMONY ASSET MANAGEMENT LLC

Q2 2025 13F Holdings

  • Location
    scottsdale, AZ
  • Num holdings

    170

  • Value ($000)

    $267,133

  • Date Filed
    08/14/2025
  • Form type
    13F-HR
  • CIK
    0002002815
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$17.00M
6 %

107,599

AAPL
AAPL

APPLE INC

COM
037833100
$14.29M
5 %

69,667

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$13.22M
5 %

26,575

AMZN
AMZN

AMAZON COM INC

COM
023135106
$11.73M
4 %

53,486

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$8.72M
3 %

49,489

LLY
LLY

ELI LILLY & CO

COM
532457108
$7.40M
3 %

9,499

V
V

VISA INC

COM CL A
92826C839
$7.11M
3 %

20,022

UBER
UBER

UBER TECHNOLOGIES INC

COM
90353T100
$5.86M
2 %

62,800

HD
HD

HOME DEPOT INC

COM
437076102
$5.33M
2 %

14,528

ORCL
ORCL

ORACLE CORP

COM
68389X105
$4.93M
2 %

22,563

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