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PGIM Custom Harvest LLC

hedge fundUpdated 28 days ago

Managed by Pgim Custom Harvest Llc • Latest filing Q2 2026

Portfolio value
$8B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
45.6%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table
PeriodPortfolio value
Q1 2023$2.4B
Q2 2023$2.7B
Q3 2023$2.7B
Q4 2023$3.4B
Q1 2024$4B
Q2 2024$4.5B
Q3 2024$4.9B
Q4 2024$5.1B
Q1 2025$4.2B
Q2 2025$4.9B
Q3 2025$6.6B
Q4 2025$6.8B
Q1 2026$6.4B
Q2 2026$8B

Top holdings

305 positions as of Q2 2026

View filing
E

ISHARES TR

Value
$1.1B
Shares
4.55M
% Port
14.37%
V

VANGUARD WORLD FD

Value
$814.4M
Shares
6.81M
% Port
10.20%
S

SELECT SECTOR SPDR TR

Value
$739.5M
Shares
3.88M
% Port
9.26%
V

VANGUARD WORLD FD

Value
$385.7M
Shares
2.10M
% Port
4.83%
V

VANGUARD WORLD FD

Value
$377.2M
Shares
1.05M
% Port
4.72%
S

SELECT SECTOR SPDR TR

Value
$308.8M
Shares
5.76M
% Port
3.87%
S

SELECT SECTOR SPDR TR

Value
$293.3M
Shares
2.50M
% Port
3.67%
V
8.VLO

VANGUARD WORLD FD

Value
$271.8M
Shares
909.1K
% Port
3.40%
S

SELECT SECTOR SPDR TR

Value
$242.8M
Shares
1.31M
% Port
3.04%
V
10.VGES

VANGUARD WORLD FD

Value
$221.9M
Shares
1.69M
% Port
2.78%
S

SELECT SECTOR SPDR TR

Value
$182.2M
Shares
1.15M
% Port
2.28%
S

SELECT SECTOR SPDR TR

Value
$176.2M
Shares
1.64M
% Port
2.21%
V
13.VGES

VANGUARD WORLD FD

Value
$161.5M
Shares
407.2K
% Port
2.02%
E
14.ETHA

ISHARES TR

Value
$158M
Shares
1.09M
% Port
1.98%
M
15.MCD

ISHARES TR

Value
$136.7M
Shares
1.07M
% Port
1.71%
?
16.N/A

VANECK ETF TRUST

Value
$117.8M
Shares
3.75M
% Port
1.48%
V
17.VGES

VANGUARD WORLD FD

Value
$111.9M
Shares
496.3K
% Port
1.40%
S

SELECT SECTOR SPDR TR

Value
$97.3M
Shares
1.83M
% Port
1.22%
?
19.N/A

ISHARES TR

Value
$95.1M
Shares
940.2K
% Port
1.19%
?
20.N/A

GLOBAL X FDS

Value
$90.6M
Shares
2.77M
% Port
1.13%

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