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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 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BG Bunge Ltd Consumer Defensive 20.0 $3K NEW $150.00 -19.5%
62 FFIV F5 Inc Technology 9.0 $3K NEW $333.33 +18.1%
63 SJM SMUCKER J M CO Consumer Defensive 23.0 $2K NEW $86.96 +18.9%
64 RIVN Rivian Automotive Inc Consumer Cyclical 157.0 $2K NEW $12.74 +11.6%
65 NUE Nucor Corp Basic Materials 14.0 $2K NEW $142.86 +62.4%
66 HPE Hewlett Packard Enterprise Co Technology 104.0 $2K NEW $19.23 +95.4%
67 XPO XPO Logistics Inc Industrials 10.0 $2K NEW $200.00 +1.5%
68 BALL Ball Corp Consumer Cyclical 40.0 $2K NEW $50.00 +13.0%
69 VSNT VERSANT MEDIA GROUP INC Industrials 12.0 NEW
Page 4 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%