Harvest Investment Advisors, LLC - Portfolio overview

Harvest Investment Advisors, LLC has 59 reported holdings in this dataset, with the latest filing dated 2026-02-17.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Industrials.

Largest reported holdings by portfolio allocation

  1. QQQ - PowerShares QQQ Trust, 19.44%
  2. EFA - iShares MSCI EAFE Fund, 7.32%
  3. IWM - iShares Russell 2000 Fund, 6.05%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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