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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 2 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SNX TD SYNNEX CORPORATION Technology 1,280.0 $216K 0.01% NEW $168.75 +40.6%
22 SLB Schlumberger Ltd Energy 3,677.0 $189K 0.01% NEW $51.40 +11.4%
23 SANDISK CORP 276.0 $175K 0.01% NEW $634.06
24 TEX Terex Corp Industrials 2,509.0 $148K 0.01% NEW $58.99 -2.1%
25 CAVA CAVA GROUP INC Consumer Cyclical 1,038.0 $84K 0.00% NEW $80.92 -0.6%
26 VVV VALVOLINE INC Energy 2,076.0 $70K 0.00% NEW $33.72 -0.4%
27 HSY Hershey Co/The Consumer Defensive 333.0 $69K 0.00% NEW $207.21 -6.0%
28 SFM Sprouts Farmers Market Inc Consumer Defensive 901.0 $69K 0.00% NEW $76.58 +13.2%
29 KRMN KARMAN HLDGS INC Industrials 850.0 $68K 0.00% NEW $80.00 -19.9%
30 DRS LEONARDO DRS INC Industrials 1,511.0 $67K 0.00% NEW $44.34 +1.3%
31 O Realty Income Corp Real Estate 1,003.0 $61K 0.00% NEW $60.82 +2.0%
32 IRM Iron Mountain Inc Real Estate 560.0 $57K 0.00% NEW $101.79 +24.2%
33 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 683.0 $55K 0.00% NEW $80.53 -13.4%
34 CF CF Industries Holdings Inc Basic Materials 326.0 $42K 0.00% NEW $128.83 -5.5%
35 EXR Extra Space Storage Inc Real Estate 294.0 $39K 0.00% NEW $132.65 +8.0%
36 ENTG Entegris Inc Technology 299.0 $35K 0.00% NEW $117.06 +15.6%
37 ENPH Enphase Energy Inc Energy 919.0 $35K 0.00% NEW $38.08 +68.1%
38 DOW Dow Inc Basic Materials 811.0 $34K 0.00% NEW $41.92 -14.1%
39 SSD Simpson Manufacturing Co., Inc. Industrials 180.0 $31K 0.00% NEW $172.22 +7.4%
40 CNQ Canadian Natural Resources Ltd Energy 610.0 $30K 0.00% NEW $49.18 -1.2%
Page 2 of 4  ·  69 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%