account_balance

Investment manager · 13F filer · SEC CIK 1967261

Harvest Investment Advisors, LLC

Reported value$197Mas of Sep 30, 2026
Positions57 0 new, 1 sold out
Top 10 weight54.3%QQQ alone is 21%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
QQQ PowerShares QQQ Trust 21.2% Held
EFA iShares MSCI EAFE Fund 7.3% Held
IWM iShares Russell 2000 Fund 6.2% Held
ONEQ Fidelity Nasdaq Composite Index Fund 4.8% Held
EEM iShares MSCI Emerging Markets Fund 3.7% Held
VWO Vanguard FTSE Emerging Markets Fund 3.1% Held
EMXC iShares MSCI Emerging Markets ex China Fund 3.1% Held
CSCO Cisco Systems, Inc. 1.6% HeldMS Morgan Stanley 1.6% HeldTGT Target Corp 1.6% HeldABBV AbbVie Inc. 1.6% HeldSTT State Street Corp 1.6% Trimmed −7%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 14, 2026 filing
add_circleNew

None

arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist