Long-term investor
Harvest Investment Advisors, LLC @harvestinvestmentadvisor
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001967261).
Record
- Tracked since 2025-06-30 (445 days), 39 trades recorded
- Returns: week n/a · month n/a · 90 days +12.4% · 6 months n/a · 1 year +13.9% · all +13.9%
- Max drawdown n/a · win rate 20% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46090E103 · 20.5% · long · since 2025-09-30
- EFA · 7.1% · long · since 2025-09-30
- IWM · 6.6% · long · since 2025-09-30
- ONEQ · 4.6% · long · since 2025-09-30
- EEM · 3.7% · long · since 2025-09-30
- EMXC · 3.1% · long · since 2025-09-30
- VWO · 3.0% · long · since 2025-09-30
- MS · 1.8% · long · since 2025-09-30
- CSCO · 1.7% · long · since 2025-09-30
- STT · 1.6% · long · since 2025-09-30
- GS · 1.5% · long · since 2025-09-30
- ABBV · 1.5% · long · since 2025-09-30