Harmony Asset Management LLC has filed its latest 13F-HR report, revealing its holdings as of September 30, 2026, with a total value of approximately $397.8 million. This update is significant as it provides insight into the company’s investment strategies and portfolio management.
Harmony Asset Management LLC is based in Scottsdale, Arizona, and operates under the Central Index Key (CIK) 0002002815. The firm specializes in asset management, focusing on various investment strategies to optimize returns for its clients. The company has filed multiple reports, including its most recent 13F-HR on October 20, 2026, and previous filings throughout 2026.
The filing indicates that Harmony Asset Management holds a diverse portfolio, with a total of 197 positions reported. Noteworthy investments include significant stakes in well-known companies such as Alphabet Inc., Amazon.com Inc., and Abbott Laboratories. For instance, the firm holds 48,542 shares of Alphabet Inc. valued at approximately $16.7 million and 47,071 shares of Amazon.com Inc. valued at about $11.7 million.
According to the filing, the total number of shares held and their respective values demonstrate Harmony's strategy to invest in leading companies across various sectors, including technology, healthcare, and consumer goods. The report also highlights the firm’s investment discretion, with all positions reported as having sole discretion.
This update from Harmony Asset Management may affect various stakeholders, including its clients, competitors, and the broader asset management industry. As firms like Harmony navigate changing market conditions, their investment choices can influence market trends and investor sentiment.
Looking ahead, it remains to be seen how Harmony Asset Management will adjust its strategies in response to market dynamics. The filing does not specify any immediate next steps or upcoming votes related to its holdings.