Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Harvest Investment Advisors, LLC (CIK 1967261) reported $176.4M across 57 reported positions in its SEC 13F filing for 2025-12-31. Largest positions: QQQ ($34.4M, 19.51%), EFA ($13.0M, 7.35%), IWM ($10.7M, 6.07%), ONEQ ($7.5M, 4.26%), EEM ($6.0M, 3.38%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | PowerShares QQQ Trust | $34.4M | 19.51% | 56,042 | Trimmed |
| 2 | EFA | iShares MSCI EAFE Fund | $13.0M | 7.35% | 135,012 | Added |
| 3 | IWM | iShares Russell 2000 Fund | $10.7M | 6.07% | 43,517 | Added |
| 4 | ONEQ | Fidelity NASDAQ Composite Index Fund | $7.5M | 4.26% | 82,214 | Trimmed |
| 5 | EEM | iShares MSCI Emerging Markets Fund | $6.0M | 3.38% | 108,969 | Trimmed |
| 6 | VWO | Vanguard FTSE Emerging Markets Fund | $5.4M | 3.05% | 100,042 | Added |
| 7 | EMXC | iShares MSCI Emerging Markets ex China Fund | $4.1M | 2.33% | 56,497 | Added |
| 8 | GS | Goldman Sachs Group | $3.6M | 2.05% | 4,121 | Trimmed |
| 9 | MS | Morgan Stanley | $3.1M | 1.75% | 17,369 | Trimmed |
| 10 | HII | Huntington Ingalls Industries | $2.8M | 1.57% | 8,125 | Trimmed |
| 11 | ABBV | AbbVie | $2.7M | 1.53% | 11,830 | Added |
| 12 | STT | State Street | $2.6M | 1.45% | 19,767 | Added |
| 13 | SYF | Synchrony Financial | $2.5M | 1.43% | 30,224 | Trimmed |
| 14 | BX | Blackstone | $2.4M | 1.36% | 15,594 | Added |
| 15 | GD | General Dynamics | $2.4M | 1.35% | 7,062 | Added |
| 16 | RTX | Raytheon Technologies | $2.4M | 1.34% | 12,879 | Added |
| 17 | KALU | Kaiser Aluminum | $2.3M | 1.33% | 20,369 | Added |
| 18 | WMB | Williams Companies | $2.3M | 1.31% | 38,360 | Added |
| 19 | NTRS | Northern Trust | $2.3M | 1.31% | 16,963 | Added |
| 20 | CSCO | Cisco Systems | $2.3M | 1.30% | 29,775 | Added |
| 21 | QCOM | Qualcomm | $2.2M | 1.26% | 12,981 | Added |
| 22 | LHX | L3Harris Technologies | $2.2M | 1.24% | 7,443 | Trimmed |
| 23 | AMGN | Amgen | $2.2M | 1.24% | 6,693 | Added |
| 24 | PNC | PNC Financial Services Group | $2.1M | 1.21% | 10,224 | Added |
| 25 | ALL | Allstate | $2.1M | 1.21% | 10,277 | Added |
Source: SEC Form 13F filings · as of 2025-12-31