HARMONY ASSET MANAGEMENT LLC

PrivateCIK: 2002815
Location

SCOTTSDALE, AZ

195
Positions
$327.25M
Total AUM (reported)
2.88M
Total Shares

Allocation by class

TOTAL AUM$327.25M195 positions
COM$194.78M59.5%
CAP STK CL A$14.21M4.3%
COM CL A$10.74M3.3%
LOW DURATION BD$6.98M2.1%
CL A$5.71M1.7%
STATE STREET SPD$4.97M1.5%
RUSSELL 2000 ETF$3.98M1.2%

Portfolio Concentration

Top 317.5%4–1020.0%11–2516.7%Rest45.8%TOP 1037.5%0%100%
Top 3$57.30M17.5%
4–10$65.37M20.0%
11–25$54.58M16.7%
Rest$150.00M45.8%

Top 3 weight

17.5%

Top 10 weight

37.5%

Voting Authority Distribution

Total shares with voting rights: 2.88M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

2.88M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole195
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings195
Rows:

CBOE GLOBAL MKTS INC

SOLE
COM
Shares74.07K
TypeSH
Market value$20.82M
6.36%
Sole
0.00
Shared
0.00
None
74.07K

NVIDIA CORPORATION

SOLE
COM
Shares106.54K
TypeSH
Market value$18.58M
5.68%
Sole
0.00
Shared
0.00
None
106.54K

APPLE INC

SOLE
COM
Shares70.52K
TypeSH
Market value$17.90M
5.47%
Sole
0.00
Shared
0.00
None
70.52K

ALPHABET INC

SOLE
CAP STK CL A
Shares49.40K
TypeSH
Market value$14.21M
4.34%
Sole
0.00
Shared
0.00
None
49.40K

AMAZON COM INC

SOLE
COM
Shares56.92K
TypeSH
Market value$11.86M
3.62%
Sole
0.00
Shared
0.00
None
56.92K

MICROSOFT CORP

SOLE
COM
Shares30.11K
TypeSH
Market value$11.15M
3.41%
Sole
0.00
Shared
0.00
None
30.11K

ELI LILLY & CO

SOLE
COM
Shares9.69K
TypeSH
Market value$8.91M
2.72%
Sole
0.00
Shared
0.00
None
9.69K

FIDELITY MERRIMACK STR TR

SOLE
LOW DURATION BD
Shares138.72K
TypeSH
Market value$6.98M
2.13%
Sole
0.00
Shared
0.00
None
138.72K

VISA INC

SOLE
COM CL A
Shares20.79K
TypeSH
Market value$6.28M
1.92%
Sole
0.00
Shared
0.00
None
20.79K

RTX CORPORATION

SOLE
COM
Shares31.03K
TypeSH
Market value$5.99M
1.83%
Sole
0.00
Shared
0.00
None
31.03K

CME GROUP INC

SOLE
COM
Shares17.49K
TypeSH
Market value$5.16M
1.58%
Sole
0.00
Shared
0.00
None
17.49K

INTERNATIONAL BUSINESS MACHS

SOLE
COM
Shares18.82K
TypeSH
Market value$4.56M
1.39%
Sole
0.00
Shared
0.00
None
18.82K

HOME DEPOT INC

SOLE
COM
Shares13.79K
TypeSH
Market value$4.54M
1.39%
Sole
0.00
Shared
0.00
None
13.79K

ISHARES TR

SOLE
RUSSELL 2000 ETF
Shares16.05K
TypeSH
Market value$3.98M
1.22%
Sole
0.00
Shared
0.00
None
16.05K

ISHARES TR

SOLE
CORE S&P SCP ETF
Shares31.84K
TypeSH
Market value$3.96M
1.21%
Sole
0.00
Shared
0.00
None
31.84K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares6.75K
TypeSH
Market value$3.90M
1.19%
Sole
0.00
Shared
0.00
None
6.75K

DOVER CORP

SOLE
COM
Shares17.22K
TypeSH
Market value$3.59M
1.10%
Sole
0.00
Shared
0.00
None
17.22K

PALO ALTO NETWORKS INC

SOLE
COM
Shares22.30K
TypeSH
Market value$3.57M
1.09%
Sole
0.00
Shared
0.00
None
22.30K

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares5.44K
TypeSH
Market value$3.54M
1.08%
Sole
0.00
Shared
0.00
None
5.44K

SIMPLIFY EXCHANGE TRADED FUN

SOLE
HEDGED EQUITY
Shares108.92K
TypeSH
Market value$3.43M
1.05%
Sole
0.00
Shared
0.00
None
108.92K

JPMORGAN CHASE & CO

SOLE
COM
Shares10.38K
TypeSH
Market value$3.05M
0.93%
Sole
0.00
Shared
0.00
None
10.38K

BLACKROCK INC

SOLE
COM
Shares2.97K
TypeSH
Market value$2.86M
0.87%
Sole
0.00
Shared
0.00
None
2.97K

BROADCOM INC

SOLE
COM
Shares9.11K
TypeSH
Market value$2.82M
0.86%
Sole
0.00
Shared
0.00
None
9.11K

VANGUARD INDEX FDS

SOLE
VALUE ETF
Shares14.34K
TypeSH
Market value$2.81M
0.86%
Sole
0.00
Shared
0.00
None
14.34K

FREEPORT MCMORAN INC

SOLE
CL B
Shares47.75K
TypeSH
Market value$2.81M
0.86%
Sole
0.00
Shared
0.00
None
47.75K
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