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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 8 of 12  ·  236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NVDL GRANITESHARES ETF TR 2,594.0 $188K 0.01% -39K -93.7% $72.47 +47.3%
142 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 314.0 $186K 0.01% -2K -88.3% $592.36 -4.0%
143 SGHC SUPER GROUP SGHC LIMITED Consumer Cyclical 16,837.0 $182K 0.01% -44K -72.4% $10.81 +25.0%
144 VTR VENTAS INC Real Estate 2,127.0 $174K 0.01% -12K -85.2% $81.81 +7.8%
145 CHEF CHEFS WHSE INC Consumer Defensive 2,833.0 $168K 0.01% -41.0 -1.4% $59.30 +28.9%
146 TPC Tutor Perini Corp Industrials 2,114.0 $163K 0.01% -5K -69.7% $77.11 -5.6%
147 CVS CVS Health Corp Healthcare 2,180.0 $157K 0.01% -13K -85.8% $72.02 +29.5%
148 AHR AMERICAN HEALTHCARE REIT INC Real Estate 3,279.0 $155K 0.01% -1K -27.6% $47.27 +6.2%
149 WTS Watts Water Technologies Inc Industrials 516.0 $150K 0.01% -516.0 -50.0% $290.70 +4.0%
150 EGP EastGroup Properties Inc Real Estate 776.0 $144K 0.01% -457.0 -37.1% $185.57 +10.6%
151 ASTS AST SpaceMobile Inc Technology 1,577.0 $131K 0.01% -7K -80.6% $83.07 +27.4%
152 ROCKET LAB USA INC 2,049.0 $131K 0.01% -586.0 -22.2% $63.93
153 MTSI MACOM Technology Solutions Hol Technology 562.0 $125K 0.01% -253.0 -31.0% $222.42 +73.5%
154 CMI CUMMINS INC Industrials 221.0 $119K 0.01% -134.0 -37.8% $538.46 +18.8%
155 TRV Travelers Cos Inc/The Financial Services 382.0 $111K 0.01% -1K -76.1% $290.58 +5.5%
156 TWLO Twilio Inc Communication Services 841.0 $106K 0.01% -21K -96.1% $126.04 +49.1%
157 WFC Wells Fargo & Co Financial Services 1,334.0 $106K 0.01% -66K -98.0% $79.46 -3.9%
158 CRDO Credo Technology Group Holding Technology 1,050.0 $98K 0.00% -4K -78.5% $93.33 +134.0%
159 RL Ralph Lauren Corp Consumer Cyclical 270.0 $93K 0.00% -1K -79.6% $344.44 +9.7%
160 FR FIRST INDL RLTY TR INC Real Estate 1,526.0 $88K 0.00% -2K -58.7% $57.67 +9.7%
Page 8 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%