Long-term investor
Harmony Asset Management LLC @harmonyassetmanagementll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002002815).
Record
- Tracked since 2025-06-30 (446 days), 166 trades recorded
- Returns: week n/a · month n/a · 90 days +8.6% · 6 months n/a · 1 year +14.4% · all +14.4%
- Max drawdown n/a · win rate 31% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 5.7% · long · since 2025-06-30
- AAPL · 5.3% · long · since 2025-06-30
- 12503M108 · 4.8% · long · since 2026-03-31
- GOOGL · 4.7% · long · since 2025-06-30
- AMZN · 3.5% · long · since 2025-06-30
- LLY · 3.1% · long · since 2025-06-30
- MSFT · 2.8% · long · since 2025-06-30
- PANW · 2.0% · long · since 2025-06-30
- V · 1.9% · long · since 2025-06-30
- 316188861 · 1.9% · long · since 2026-03-31
- RTX · 1.6% · long · since 2025-06-30
- MU · 1.6% · long · since 2025-06-30