Fund HoldingsHarvest Investment Advisors, LLC

Total Portfolio Value
$124.60M
Total Bought
$5.12M
Total Sold
$9.24M
Net Transaction
-$4.12M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
PowerShares QQQ Trust60,82859,357-1,47121,79324,30819.51%+2,515
iShares MSCI EAFE Fund131,629131,576-539,0729,9147.96%+842
iShares Russell 2000 Fund31,88832,259+3715,6366,4755.20%+839
Fidelity NASDAQ Composite Index Fund97,83797,187-6505,0875,7574.62%+671
Broadcom(AVGO)2,3642,306-581,9642,5742.07%+611
Target(TGT)04,070+4,07005800.47%+580
Thor Industries(THO)17,35617,183-1731,6512,0321.63%+381
Huntington Ingalls Industries(HII)6,9336,929-41,4181,7991.44%+381
Blackstone(BX)15,30215,264-381,6391,9981.60%+359
Qualcomm(QCOM)11,99911,636-3631,3331,6831.35%+350
BlackRock(BLK)1,9911,989-21,2871,6151.30%+328
PNC Financial Services Group(PNC)9,8439,860+171,2081,5271.23%+318
iShares MSCI Emerging Markets ex China Fund
MSCI EMRG CHN
17,53821,431+3,8938741,1870.95%+314
Goldman Sachs Group(GS)4,9924,999+71,6151,9281.55%+313
Masco(MAS)22,80822,813+51,2191,5281.23%+309
Synchrony Financial(SYF)40,46440,431-331,2371,5441.24%+307
iShares MSCI Emerging Markets Fund112,999114,144+1,1454,2884,5903.68%+301
Allstate(ALL)10,22010,176-441,1391,4241.14%+286
General Dynamics(GD)6,9216,891-301,5291,7891.44%+260
L3Harris Technologies(LHX)7,4957,419-761,3051,5631.25%+258
Raytheon Technologies(RTX)19,98020,117+1371,4381,6931.36%+255
Northern Trust(NTRS)16,13116,291+1601,1211,3751.10%+254
Science Applications International(SAIC)13,64013,518-1221,4401,6811.35%+241
Morgan Stanley(MS)18,90318,995+921,5441,7711.42%+227
Hartford Financial Services Group(HIG)24,59924,432-1671,7441,9641.58%+220
Apple(AAPL)10,43010,379-511,7861,9981.60%+213
State Street(STT)19,10319,106+31,2791,4801.19%+201
Skyworks Solutions(SWKS)13,54013,636+961,3351,5331.23%+198
Abbott Laboratories13,64913,692+431,3221,5071.21%+185
Home Depot(HD)3,8153,822+71,1531,3241.06%+172
Colgate-Palmolive(CL)16,15816,148-101,1491,2871.03%+138
Lockheed Martin(LMT)3,2293,217-121,3211,4581.17%+138
Vanguard FTSE Emerging Markets Fund102,716101,258-1,4584,0274,1623.34%+134
Amgen(AMGN)6,3696,301-681,7121,8151.46%+103
Gilead Sciences(GILD)16,91116,728-1831,2671,3551.09%+88
Kinder Morgan(KMI)69,36369,795+4321,1501,2310.99%+81
Conagra Brands(CAG)42,30143,114+8131,1601,2360.99%+76
Dine Brands Global25,81026,979+1,1691,2761,3401.08%+63
Huntsman(HUN)43,48144,360+8791,0611,1150.89%+54
AbbVie(ABBV)11,71911,584-1351,7471,7951.44%+48
Williams Companies(WMB)37,89637,789-1071,2771,3161.06%+39
Energizer Holdings(ENR)37,62338,211+5881,2051,2110.97%+5
Gentex(GNTX)43,60643,584-221,4191,4231.14%+5
Corning(GLW)36,28636,433+1471,1061,1090.89%+4
LyondellBasell Industries NV
SHS - A -
14,56114,524-371,3791,3811.11%+2
Cisco Systems(CSCO)27,17528,510+1,3351,4611,4401.16%-21
Genuine Parts(GPC)8,7368,869+1331,2611,2280.99%-33
Kaiser Aluminum(KALU)17,20917,489+2801,2951,2451.00%-50
Whirlpool(WHR)8,9639,237+2741,1981,1250.90%-74
Polaris Industries(PII)12,88913,204+3151,3421,2511.00%-91
Bristol-Myers Squibb(BMY)21,46122,259+7981,2461,1420.92%-103
Allison Transmission Holdings(ALSN)35,95230,880-5,0722,1231,7961.44%-328
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