HFM
Harvest Fund Management Portfolio holdings
AUM
$2.36B
1-Year Est. Return
47.85%
1 Year Est. Return
+47.85%
AUM
$2.36B
AUM Growth
+$244M
(+12%)
Holding
723
Top Buys
| 1 | +$12.9M | |
| 2 | +$9.27M | |
| 3 | +$8.88M | |
| 4 |
Broadcom
AVGO
|
+$8.81M |
| 5 |
DQ
Daqo New Energy
DQ
|
+$7.1M |
Top Sells
| 1 | +$9.13M | |
| 2 | +$6.24M | |
| 3 | +$4.51M | |
| 4 |
VeriSign
VRSN
|
+$3.79M |
| 5 |
Verisk Analytics
VRSK
|
+$3.54M |
Sector Composition
| 1 | Technology | 48.27% |
| 2 | Consumer Discretionary | 16.33% |
| 3 | Communication Services | 14.44% |
| 4 | Healthcare | 4.28% |
| 5 | Consumer Staples | 4.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
701
Liberty Broadband Class C
LBRDK
$6.88B
| – | – |
-3,084
|
|
||
702
LifeMD
LFMD
$164M
| $0 | ﹤0.01% |
38
-16,786
|
|
||
703
Lockheed Martin
LMT
$111B
| – | – |
-146
|
|
||
704
LPL Financial
LPLA
$30.5B
| $0 | ﹤0.01% |
1
|
|
||
705
Stride
LRN
$2.83B
| – | – |
-776
|
|
||
706
Masimo
MASI
$7.43B
| – | – |
-115
|
|
||
707
Pediatrix Medical
MD
$1.93B
| $0 | ﹤0.01% |
2
-352
|
|
||
708
MetLife
MET
$54.1B
| – | – |
-223
|
|
||
709
McCormick & Company Non-Voting
MKC
$17.9B
| – | – |
0
|
|
||
710
Markel Group
MKL
$27.3B
| – | – |
-70
|
|
||
711
monday.com
MNDY
$8.09B
| – | – |
-4
|
|
||
712
Molina Healthcare
MOH
$8.66B
| – | – |
-1
|
|
||
713
Morningstar
MORN
$8.81B
| – | – |
-1
|
|
||
714
MSCI
MSCI
$41.4B
| – | – |
-4
|
|
||
715
Matador Resources
MTDR
$5.5B
| – | – |
-1,290
|
|
||
716
NBT Bancorp
NBTB
$2.3B
| $0 | ﹤0.01% |
5
|
|
||
717
Nutanix
NTNX
$12.9B
| – | – |
-826
|
|
||
718
Nutrien
NTR
$30.4B
| – | – |
-31
|
|
||
719
Super Micro Computer
SMCI
$19.3B
| – | – |
-1,794
|
|
||
720
StoneCo
STNE
$4.07B
| – | – |
-273
|
|
||
721
Wingstop
WING
$6.55B
| – | – |
-96
|
|
||
722
Solventum
SOLV
$14.4B
| $0 | ﹤0.01% |
2
|
|
||
|
AMRZ
723
Amrize Ltd
AMRZ
$31.1B
| – | – |
0
|
|