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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 16 of 28  ·  544 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ROCKET LAB USA INC 2,049.0 $131K 0.01% -586.0 -22.2% $63.93
302 DTM DT Midstream Inc Energy 952.0 $128K 0.01% $134.45 +12.4%
303 MTSI MACOM Technology Solutions Hol Technology 562.0 $125K 0.01% -253.0 -31.0% $222.42 +73.5%
304 CMI CUMMINS INC Industrials 221.0 $119K 0.01% -134.0 -37.8% $538.46 +18.8%
305 PGJ INVESCO EXCHANGE TRADED FD T 4,482.0 $116K 0.01% +3K +138.7% $25.88 -2.8%
306 TRV Travelers Cos Inc/The Financial Services 382.0 $111K 0.01% -1K -76.1% $290.58 +5.5%
307 EQIX Equinix Inc Real Estate 110.0 $108K 0.01% +106.0 +2650.0% $981.82 +10.0%
308 TWLO Twilio Inc Communication Services 841.0 $106K 0.01% -21K -96.1% $126.04 +49.1%
309 WFC Wells Fargo & Co Financial Services 1,334.0 $106K 0.01% -66K -98.0% $79.46 -3.9%
310 PFE Pfizer Inc Healthcare 3,539.0 $99K 0.00% +3K +1002.5% $27.97 -7.4%
311 CRDO Credo Technology Group Holding Technology 1,050.0 $98K 0.00% -4K -78.5% $93.33 +134.0%
312 RL Ralph Lauren Corp Consumer Cyclical 270.0 $93K 0.00% -1K -79.6% $344.44 +9.7%
313 DGX Quest Diagnostics Inc Healthcare 463.0 $91K 0.00% +361.0 +353.9% $196.54 -0.7%
314 FR FIRST INDL RLTY TR INC Real Estate 1,526.0 $88K 0.00% -2K -58.7% $57.67 +9.7%
315 CAVA CAVA GROUP INC Consumer Cyclical 1,038.0 $84K 0.00% NEW $80.92 -0.6%
316 WMB WILLIAMS COS INC Energy 1,151.0 $84K 0.00% -41K -97.3% $72.98 +7.5%
317 HST Host Hotels & Resorts Inc Real Estate 4,301.0 $82K 0.00% -374.0 -8.0% $19.07 +17.4%
318 MCO Moody's Corp Financial Services 188.0 $82K 0.00% -490.0 -72.3% $436.17 +3.0%
319 WCC WESCO International Inc Industrials 301.0 $82K 0.00% $272.43 +33.5%
320 PHM PulteGroup Inc Consumer Cyclical 687.0 $81K 0.00% -2K -77.1% $117.90 -1.3%
Page 16 of 28  ·  544 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%