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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 10 of 12  ·  236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BRX Brixmor Property Group Inc Real Estate 1,062.0 $31K 0.00% -380.0 -26.4% $29.19 +5.7%
182 IBM IBM Technology 126.0 $31K 0.00% -1K -90.2% $246.03 +3.2%
183 AXS Axis Capital Holdings Ltd Financial Services 297.0 $30K 0.00% -667.0 -69.2% $101.01 -1.1%
184 HEICO Corp 139.0 $29K 0.00% -3K -95.1% $208.63
185 DY Dycom Industries Inc Industrials 71.0 $24K 0.00% -953.0 -93.1% $338.03 +21.6%
186 MMM 3M Co Industrials 150.0 $22K 0.00% -2K -92.5% $146.67 +3.9%
187 UAL United Airlines Holdings Inc Industrials 241.0 $22K 0.00% -1K -84.8% $91.29 +9.5%
188 EPR EPR Properties Real Estate 422.0 $21K 0.00% -88.0 -17.2% $49.76 +17.8%
189 RBLX ROBLOX Corp Technology 370.0 $21K 0.00% -3K -89.1% $56.76 -15.1%
190 USB US Bancorp Financial Services 413.0 $21K 0.00% -9K -95.5% $50.85 +7.8%
191 TLN TALEN ENERGY CORP Utilities 61.0 $19K 0.00% -1K -94.5% $311.48 +19.6%
192 IONS Ionis Pharmaceuticals Inc Healthcare 234.0 $18K 0.00% -5K -95.1% $76.92 -1.8%
193 W Wayfair Inc Consumer Cyclical 236.0 $18K 0.00% -4K -94.4% $76.27 -12.1%
194 INCY INCYTE CORP Healthcare 184.0 $17K 0.00% -3K -94.2% $92.39 +5.2%
195 TKO TKO GROUP HOLDINGS INC Communication Services 86.0 $17K 0.00% -395.0 -82.1% $197.67 -3.1%
196 AES AES Corp/The Utilities 1,122.0 $16K 0.00% -23K -95.4% $14.26 +2.9%
197 HR Healthcare Realty Trust Inc Real Estate 957.0 $16K 0.00% -2K -68.5% $16.72 +21.8%
198 ROL Rollins Inc Consumer Cyclical 293.0 $16K 0.00% -5K -94.3% $54.61 -2.1%
199 JCI Johnson Controls International Industrials 120.0 $16K 0.00% -8.0 -6.2% $133.33 +3.8%
200 HOOD ROBINHOOD MKTS INC Financial Services 213.0 $15K 0.00% -3K -92.9% $70.42 +4.6%
Page 10 of 12  ·  236 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%