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Portfolio (Quarterly) Guide ↗

Harvest Fund Management Co., Ltd

· CIK 0001694126
13F Portfolio $2.4B AUM 546 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 69 New 123 Added 236 Reduced 138 Exited
Page 4 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 TSN Tyson Foods Inc Consumer Defensive 2,755 $158K 0.01% SOLD
62 QRVO Qorvo Inc Technology 1,767 $149K 0.01% SOLD
63 REV GROUP INC 2,446 $149K 0.01% SOLD
64 HD Home Depot Inc/The Consumer Cyclical 351 $121K 0.01% SOLD
65 Exact Sciences Corp 1,033 $105K 0.00% SOLD
66 KR Kroger Co/The Consumer Defensive 1,612 $101K 0.00% SOLD
67 Confluent Inc 3,140 $95K 0.00% SOLD
68 WYNN Wynn Resorts Ltd Consumer Cyclical 700 $90K 0.00% SOLD
69 CVSA Adtalem Global Education Inc Consumer Cyclical 835 $86K 0.00% SOLD
70 UDR UDR Inc Real Estate 1,965 $85K 0.00% SOLD
71 CBRE CBRE Group Inc Real Estate 525 $84K 0.00% SOLD
72 LVS Las Vegas Sands Corp Consumer Cyclical 1,255 $82K 0.00% SOLD
73 VFC V F CORP Consumer Cyclical 3,794 $81K 0.00% SOLD
74 EQR Equity Residential Real Estate 1,223 $77K 0.00% SOLD
75 MOH Molina Healthcare Inc Healthcare 431 $75K 0.00% SOLD
76 MKL MARKEL GROUP INC Financial Services 34 $73K 0.00% SOLD
77 SYF Synchrony Financial Financial Services 857 $72K 0.00% SOLD
78 IRTC iRhythm Technologies Inc Healthcare 402 $71K 0.00% SOLD
79 TPG TPG INC Financial Services 1,097 $70K 0.00% SOLD
80 KRC Kilroy Realty Corp Real Estate 1,849 $69K 0.00% SOLD
Page 4 of 7  ·  138 positions
Sector Allocation
Technology 48.8%
Communication Services 14.0%
Consumer Cyclical 12.9%
Consumer Defensive 6.7%
Financial Services 5.2%
Healthcare 4.9%
Industrials 4.4%
Utilities 1.5%
Energy 0.9%
Basic Materials 0.4%