Financial Harvest, LLC Portfolio Holdings

Financial Harvest, LLC

  • $121 Billion
  • Q1 2025

Financial Harvest, LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $121 Billion distributed in 52 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Toast, Inc. with a value of $24.5B, Enact Holdings, Inc. with a value of $18B, Innospec Inc. with a value of $12.6B, Healthcare Rlty Tr with a value of $8.62B, and Corebridge Financial, Inc. with a value of $8.54B.

Examining the 13F form we can see an increase of $2.78B in the current position value, from $118B to 121B.

Financial Harvest, LLC is based out at Winter Park, FL

Below you can find more details about Financial Harvest, LLC portfolio as well as his latest detailed transactions.

Portfolio value $121 Billion
Financial Services: $35.3 Billion
Technology: $31 Billion
Basic Materials: $15.4 Billion
Industrials: $5.01 Billion
Healthcare: $3.99 Billion
Energy: $3.08 Billion
Consumer Cyclical: $1.71 Billion
Communication Services: $1.54 Billion
Other: $2.34 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$14.2B
$24.5 Billion 20.2% of portfolio
475,889
Q1 2025 New
$23.1B
$8.54 Billion 7.04% of portfolio
307,604
Q1 2025 New
$33.3B
$1.91 Billion 1.57% of portfolio
11,067
Q1 2025 New
$10.8B
$1.57 Billion 1.29% of portfolio
10,393
Q1 2025 New
$24.6B
$1.11 Billion 0.91% of portfolio
15,484
Q1 2025 New
$54.5B
$1.03 Billion 0.85% of portfolio
9,236
Q1 2025 New
$136B
$1.01 Billion 0.83% of portfolio
2,263
Q1 2025 New
$86.7B
$752 Million 0.62% of portfolio
19,104
Q1 2025 New
$26.5B
$704 Million 0.58% of portfolio
14,014
Q1 2025 New
$48.4B
$625 Million 0.52% of portfolio
2,045
Q1 2025 New
$104B
$580 Million 0.48% of portfolio
6,466
Q1 2025 New
$16.2B
$497 Million 0.41% of portfolio
4,801
Q1 2025 New
$26.8B
$394 Million 0.32% of portfolio
9,063
Q1 2025 New
$57.6B
$351 Million 0.29% of portfolio
11,242
Q1 2025 New
$19.7B
$344 Million 0.28% of portfolio
2,226
Q1 2025 New
$37B
$308 Million 0.25% of portfolio
3,352
Q1 2025 New
$10.6B
$268 Million 0.22% of portfolio
2,709
Q1 2025 New
$92.9B
$240 Million 0.2% of portfolio
8,537
Q1 2025 New
$81.3B
$203 Million 0.17% of portfolio
4,855
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $121 Billion
  • Prior Value $118 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 50 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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