account_balance

Investment manager · 13F filer · SEC CIK 1845793

PGIM Custom Harvest LLC

Reported value$7.98Bas of Jun 30, 2026
Positions305 41 new, 12 sold out
Top 10 weight60.2%IYW alone is 14%
FiledAug 1344 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IYW iShares Tr 14.4% Held
VGT Vanguard World Fd 10.2% Added +3%
XLK Select Sector SPDR Tr 9.3% Held
VOX Vanguard World Fd 4.8% Added +5%
VIS Vanguard World Fd 4.7% Added +4%
XLF Select Sector SPDR Tr 3.9% Added +15%
XLY Select Sector SPDR Tr 3.7% Added +3%
VHT Vanguard World Fd 3.4% Added +3%
XLI Select Sector SPDR Tr 3.0% Added +11%
VFH Vanguard World Fd 2.8% Added +4%
XLV Select Sector SPDR Tr 2.3% Added +19%
XLC Select Sector SPDR Tr 2.2% Held

What changed

Biggest moves since Mar 31, 2026

Filed Aug 13, 2026, compared with the May 13, 2026 filing
add_circleNew
  • EMXC $811K
  • SDY $677K
  • RSP $608K
  • VONV $538K
arrow_upwardAdded
  • TRUT +171%
  • GXPT +109%
  • GXPC +96%
  • GXPD +52%
arrow_downwardTrimmed
  • IGM −11%
  • RSPT −6%
  • AAPL −4%
  • IYK −3%
remove_circleSold out
  • IBMP $395K
  • SCHG $277K
  • VBK $230K
  • BP $228K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist