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CIK: 0001967261
Total reported value
$201.5M
$201.5M
57 檔
35.5%
According to the latest 13F quarterly dataset, Harvest Investment Advisors, LLC managed an equity portfolio of $201.5M at the end of Q4 2025, spanning 57 distinct U.S. exchange-listed positions.
In Q4 2025, Harvest Investment Advisors, LLC displayed an active expansion posture, initiating 7 new positions and adding to 37 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 19.51% | +2.13% | -3.22% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 7.35% | -0.31% | +2.69% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 6.07% | +0.51% | +5.57% | |
| 4 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 4.26% | +0.31% | -8.02% | |
| 5 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 3.38% | +0.25% | -0.60% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.05% | -0.02% | +1.44% | |
| 7 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.33% | +0.48% | +0.36% | |
| 8 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.05% | +0.09% | -4.12% | |
| 9 | MS | Morgan Stanley | Stock-Financials | 1.75% | +0.21% | -10.14% | |
| 10 | HII | Huntington Ingalls Industrie | Stock-Industrials | 1.57% | -0.41% | -3.78% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 1.53% | +0.05% | +2.58% | |
| 12 | STT | State Street CORP | Stock-Financials | 1.45% | +0.26% | +0.66% | |
| 13 | SYF | Synchrony Financial | Stock-Financials | 1.43% | — | -19.30% | |
| 14 | BX | Blackstone Inc | Stock-Financials | 1.36% | -0.07% | +4.52% | |
| 15 | GD | General Dynamics CORP | Stock-Industrials | 1.35% | -0.06% | +1.04% | |
| 16 | RTX | Rtx CORP | Stock-Industrials | 1.34% | -0.15% | +3.00% | |
| 17 | KALU | Kaiser Aluminum CORP | Stock-Other | 1.33% | -1.26% | EXIT | |
| 18 | NTRS | Northern Trust CORP | Stock-Financials | 1.31% | +0.14% | +2.14% | |
| 19 | WMB | Williams Cos Inc | Stock-Energy | 1.31% | -0.11% | +4.75% | |
| 20 | CSCO | Cisco Systems Inc | Stock-Tech | 1.30% | +0.44% | +2.71% | |
| 21 | QCOM | Qualcomm Inc | Stock-Tech | 1.26% | +0.30% | +0.85% | |
| 22 | AMGN | Amgen Inc | Stock-Healthcare | 1.24% | -0.09% | +4.97% | |
| 23 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.24% | -0.32% | -1.66% | |
| 24 | BLK | Blackrock Inc | Stock-Financials | 1.21% | -0.09% | +2.88% | |
| 25 | ALL | Allstate CORP | Stock-Financials | 1.21% | +0.03% | +3.63% | |
| 26 | PNC | Pnc Financial Services Group | Stock-Financials | 1.21% | +0.06% | +2.34% | |
| 27 | TGT | Target CORP | Stock-Consumer Disc | 1.18% | -0.06% | +28.25% | |
| 28 | DG | Dollar General CORP | Stock-Consumer Staples | 1.18% | +0.22% | +20.48% | |
| 29 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.15% | -0.30% | +1.28% | |
| 30 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.13% | -0.19% | +8.43% | |
| 31 | LEA | Lear CORP | Stock-Consumer Disc | 1.13% | -0.01% | +5.11% | |
| 32 | HIG | Hartford Insurance Group Inc | Stock-Financials | 1.13% | -0.13% | +3.30% | |
| 33 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.12% | -0.20% | +24.20% | |
| 34 | THO | Thor Industries Inc | Stock-Consumer Disc | 1.09% | -0.13% | +4.66% | |
| 35 | ABT | Abbott Laboratories | Stock-Healthcare | 1.09% | -0.12% | +15.18% | |
| 36 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.09% | +0.28% | +8.57% | |
| 37 | HAL | Halliburton Co | Stock-Energy | 1.07% | -0.41% | +9.77% | |
| 38 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.02% | -0.22% | +4.77% | |
| 39 | GNTX | Gentex CORP | Stock-Consumer Disc | 1.02% | +0.05% | +7.93% | |
| 40 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.02% | -0.29% | +9.44% | |
| 41 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 1.00% | -0.88% | +37.58% | |
| 42 | HON | Honeywell International Inc | Stock-Industrials | 0.94% | — | +8.51% | |
| 43 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.93% | +0.43% | +7.07% | |
| 44 | MAS | Masco CORP | Stock-Industrials | 0.92% | +0.17% | +7.64% | |
| 45 | SWKS | Skyworks Solutions Inc | Stock-Tech | 0.92% | +0.06% | +54.52% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.89% | -0.02% | +10.84% | |
| 47 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 0.86% | +0.21% | — | |
| 48 | CLX | Clorox Company | Stock-Consumer Staples | 0.84% | -0.04% | +108.90% | |
| 49 | DOW | Dow Inc | Stock-Materials | 0.81% | -0.58% | +69.62% | |
| 50 | MSFT | Microsoft CORP | Stock-Tech | 0.79% | -0.06% | +2.66% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KALU | Kaiser Aluminum CORP | +0.5% | +4.73% | Add |
| 2 | DG | Dollar General CORP | +0.3% | +20.48% | Add |
| 3 | DOW | Dow Inc | +0.3% | +69.62% | Add |
| 4 | HII | Huntington Ingalls Industrie | +0.3% | -3.78% | Trim |
| 5 | AAPL | Apple Inc | +0.2% | — | Add |
| 6 | STT | State Street CORP | +0.2% | +0.66% | Add |
| 7 | GS | Goldman Sachs Group Inc | +0.2% | -4.12% | Trim |
| 8 | SWKS | Skyworks Solutions Inc | +0.2% | +54.52% | Add |
| 9 | TGT | Target CORP | +0.2% | +28.25% | Add |
| 10 | THO | Thor Industries Inc | +0.1% | +4.66% | Add |
| 11 | NTRS | Northern Trust CORP | +0.1% | +2.14% | Add |
| 12 | LEA | Lear CORP | +0.1% | +5.11% | Add |
| 13 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +0.36% | Add |
| 14 | MS | Morgan Stanley | +0.1% | -10.14% | Trim |
| 15 | HAL | Halliburton Co | +0.1% | +9.77% | Add |
| 16 | LHX | L3harris Technologies Inc | +0.1% | -1.66% | Trim |
| 17 | IWM | Ishares Russell 2000 ETF | 0% | +5.57% | Add |
| 18 | CSCO | Cisco Systems Inc | 0% | +2.71% | Add |
| 19 | AVGO | Broadcom Inc | 0% | -21.56% | Trim |
| 20 | SYF | Synchrony Financial | 0% | -19.30% | Trim |
| 21 | GD | General Dynamics CORP | 0% | +1.04% | Add |
| 22 | PNC | Pnc Financial Services Group | 0% | +2.34% | Add |
| 23 | LMT | Lockheed Martin CORP | -0.1% | +9.44% | Add |
| 24 | LYB | LyondellBasell Industries N.V. | -0.1% | +37.58% | Add |
| 25 | QCOM | Qualcomm Inc | -0.1% | +0.85% | Add |
| 26 | EEM | Ishares Msci Emerging Market | -0.1% | -0.60% | Trim |
| 27 | GPC | Genuine Parts Co | -0.1% | +7.07% | Add |
| 28 | BLK | Blackrock Inc | -0.1% | +2.88% | Add |
| 29 | BX | Blackstone Inc | -0.1% | +4.52% | Add |
| 30 | ONEQ | Fidelity Nasdaq Comp Indx | -0.2% | -8.02% | Trim |
| 31 | GNTX | Gentex CORP | -0.2% | +7.93% | Add |
| 32 | HD | Home Depot Inc | -0.2% | +10.84% | Add |
| 33 | AMGN | Amgen Inc | -0.2% | +4.97% | Add |
| 34 | BMY | Bristol-myers Squibb Co | -0.2% | +24.20% | Add |
| 35 | HSY | Hershey Co/the | -0.2% | +1.28% | Add |
| 36 | WHR | Whirlpool CORP | -0.2% | +13.41% | Add |
| 37 | VWO | Vanguard Ftse Emerging Marke | -0.2% | +1.44% | Add |
| 38 | ABT | Abbott Laboratories | -0.2% | +15.18% | Add |
| 39 | ABBV | Abbvie Inc | -0.2% | +2.58% | Add |
| 40 | MAS | Masco CORP | -0.2% | +7.64% | Add |
| 41 | KMI | Kinder Morgan, Inc. | -0.3% | +8.43% | Add |
| 42 | HON | Honeywell International Inc | -0.3% | +8.51% | Add |
| 43 | ALL | Allstate CORP | -0.3% | +3.63% | Add |
| 44 | WMB | Williams Cos Inc | -0.3% | +4.75% | Add |
| 45 | QQQ | Invesco Qqq Trust Series 1 | -0.4% | -3.22% | Trim |
| 46 | UPS | United Parcel Service-cl B | -0.4% | -18.32% | Trim |
| 47 | GILD | Gilead Sciences Inc | -0.4% | +4.77% | Trim |
| 48 | EFA | Ishares Msci Eafe ETF | -0.5% | +2.69% | Add |
| 49 | RTX | Rtx CORP | -0.5% | +3.00% | Trim |
| 50 | HIG | Hartford Insurance Group Inc | -0.6% | +3.30% | Trim |
According to official SEC Form 13F filings, Harvest Investment Advisors, LLC reported a total U.S. public equity portfolio value of $201.5M across 57 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, EFA, IWM) accounted for 35.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
NXPI
市值: $1.9M
Top Position Liquidated / Trimmed
HUN
前期市值: $1.1M
During Q4 2025, Harvest Investment Advisors, LLC's top holdings by market value included QQQ (19.5%)、EFA (7.3%)、IWM (6.1%). The largest single position, QQQ, represented 19.5% of total portfolio value.
In Q4 2025, Harvest Investment Advisors, LLC made 58 total portfolio adjustments, initiating 7 new buys, adding to 37 positions, trimming 13 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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