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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 7 of 28  ·  544 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TSEM TOWER SEMICONDUCTOR LTD Technology 14,218.0 $2.5M 0.11% -5K -24.6% $175.48 +61.5%
122 PAYX Paychex Inc Industrials 26,514.0 $2.4M 0.10% -357.0 -1.3% $92.06 +5.4%
123 GEHC GE HealthCare Technologies Inc Healthcare 33,663.0 $2.4M 0.10% -1K -3.4% $71.15 -9.7%
124 CPRT Copart Inc Industrials 71,500.0 $2.4M 0.10% -776.0 -1.1% $33.17 +1.9%
125 CTSH Cognizant Technology Solutions Technology 35,441.0 $2.2M 0.09% -3K -7.1% $61.31 -14.0%
126 Arista Networks Inc 17,153.0 $2.1M 0.09% -786.0 -4.4% $122.78
127 YMM Full Truck Alliance Co Ltd Technology 248,373.0 $2.1M 0.09% -738K -74.8% $8.28 +6.5%
128 WDAY Workday Inc Technology 15,733.0 $2.0M 0.09% -40K -71.7% $129.85 -1.3%
129 CHTR Charter Communications Inc Communication Services 9,353.0 $2.0M 0.09% -309.0 -3.2% $215.76 -32.7%
130 STRL Sterling Infrastructure Inc Industrials 4,908.0 $2.0M 0.09% -1K -17.4% $407.09 +80.0%
131 RTX Raytheon Technologies Corp Industrials 10,210.0 $2.0M 0.08% +2K +23.6% $192.85 -8.2%
132 KHC Kraft Heinz Co/The Consumer Defensive 87,434.0 $2.0M 0.08% -942.0 -1.1% $22.49 +5.8%
133 FLEX FLEX LTD Technology 29,555.0 $1.9M 0.08% +1K +4.1% $65.47 +102.3%
134 VRSK Verisk Analytics Inc Industrials 10,189.0 $1.9M 0.08% -9K -47.8% $189.62 -9.8%
135 TT Trane Technologies PLC Industrials 4,624.0 $1.9M 0.08% -2K -28.3% $416.74 +8.2%
136 TIGR UP FINTECH HLDG LTD Financial Services 300,000.0 $1.9M 0.08% $6.29 -30.7%
137 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 51,532.0 $1.9M 0.08% +24K +84.7% $36.00 -7.0%
138 VNM VANECK ETF TRUST 106,500.0 $1.8M 0.08% -66K -38.3% $17.31 +8.3%
139 LMT Lockheed Martin Corp Industrials 2,985.0 $1.8M 0.08% NEW $604.36 -11.8%
140 DXCM Dexcom Inc Healthcare 28,427.0 $1.8M 0.08% -693.0 -2.4% $62.79 +14.8%
Page 7 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%