Financial Harvest, LLC

CIK

2052933

Location

WINTER PARK, FL

Portfolio Value

Micro $17,676,623

Diversification

Diversified

Filing Date

Global Rank

#7,828 / 8,605 ▲ 13 · as of Mar 2026

Top Industry

Semiconductors 14.0%

3Y Alpha vs SPY

-4.9%

Period ended 3 months ago

Filed May 5, 2026 · 2mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+16.9%

SPY

+24.4%

Annualised alpha

-5.1%

Max drawdown

−15.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

25 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

13.0%

−0.7 pts

Top 5

51.0%

+3.2 pts

Top 10

75.7%

+5.9 pts

HHI

707

Diversified+74

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	40.8%	$7,204,861	8
Consumer Defensive	14.2%	$2,514,377	3
Financial Services	13.3%	$2,359,369	3
Consumer Cyclical	8.2%	$1,441,217	3
Communication Services	8.0%	$1,413,401	3
Industrials	7.8%	$1,382,596	2
Healthcare	7.7%	$1,360,802	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	+1,673	4,964	$1,837,523
PG	PROCTER & GAMBLE Co	+24	1,518	$219,259
AMD	Advanced Micro Devices Inc	+17	1,075	$218,687
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−924	9,024	$2,290,200
WMT	Walmart Inc.	−592	3,641	$452,503
NVDA	Nvidia Corp	−579	10,294	$1,795,273
AMZN	Amazon Com Inc	−385	3,645	$759,144
KO	Coca Cola Co	−380	24,229	$1,842,615
AFL	Aflac Inc	−300	8,106	$889,309
BRK-B	Berkshire Hathaway Inc	−282	2,592	$1,242,086
DIS	Walt Disney Co	−267	2,818	$271,598
INTC	Intel Corp	−209	5,757	$254,056
JPM	Jpmorgan Chase & Co	−165	775	$227,974
JNJ	Johnson & Johnson	−140	1,024	$250,306
IBM	International Business Machines Corp	−104	949	$230,028
GOOGL	Alphabet Inc.	−97	2,375	$682,955
LMT	Lockheed Martin Corp	−60	1,950	$1,178,560
MRK	Merck & Co., Inc.	−45	7,158	$861,035
TSLA	Tesla, Inc.	−42	1,181	$439,036
ADP	Automatic Data Processing Inc	−34	1,828	$371,413
AVGO	Broadcom Inc.	−16	671	$207,681
META	Meta Platforms, Inc.	−8	802	$458,848
ABBV	AbbVie Inc.	−7	1,147	$249,461
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
CAT	Caterpillar Inc	288	$204,036
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
SO	Southern Co	3,378	$294,561
V	Visa Inc.	835	$292,842
BAC	Bank Of America Corp /De/	5,050	$277,750
HD	Home Depot, Inc.	786	$270,462
QQQ	Invesco Qqq Trust, Series 1	362	$222,380
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

25 positions · $17,676,623 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	9,024	-924	$2,290,200	−15.3%	12.96%
KO	Coca Cola Co Consumer Defensive	Reduced	24,229	-380	$1,842,615	+7.1%	10.42%
MSFT	Microsoft Corp Technology	Added	4,964	+1,673	$1,837,523	+15.5%	10.40%
NVDA	Nvidia Corp Technology	Reduced	10,294	-579	$1,795,273	−11.5%	10.16%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,592	-282	$1,242,086	−14.0%	7.03%
LMT	Lockheed Martin Corp Industrials	Reduced	1,950	-60	$1,178,560	+21.2%	6.67%
AFL	Aflac Inc Financial Services	Reduced	8,106	-300	$889,309	−4.1%	5.03%
MRK	Merck & Co., Inc. Healthcare	Reduced	7,158	-45	$861,035	+13.6%	4.87%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	3,645	-385	$759,144	−18.4%	4.29%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,375	-97	$682,955	−11.7%	3.86%
META	Meta Platforms, Inc. Communication Services	Reduced	802	-8	$458,848	−14.2%	2.60%
WMT	Walmart Inc. Consumer Defensive	Reduced	3,641	-592	$452,503	−4.0%	2.56%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,181	-42	$439,036	−20.2%	2.48%
ADP	Automatic Data Processing Inc Technology	Reduced	1,828	-34	$371,413	−22.5%	2.10%
DIS	Walt Disney Co Communication Services	Reduced	2,818	-267	$271,598	−22.6%	1.54%
INTC	Intel Corp Technology	Reduced	5,757	-209	$254,056	+15.4%	1.44%
JNJ	Johnson & Johnson Healthcare	Reduced	1,024	-140	$250,306	+3.9%	1.42%
ABBV	AbbVie Inc. Healthcare	Reduced	1,147	-7	$249,461	−5.4%	1.41%
MCD	Mcdonalds Corp Consumer Cyclical	Held	782	0	$243,037	+1.7%	1.37%
IBM	International Business Machines Corp Technology	Reduced	949	-104	$230,028	−26.3%	1.30%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	775	-165	$227,974	−24.7%	1.29%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	1,518	+24	$219,259	+2.4%	1.24%
AMD	Advanced Micro Devices Inc Technology	Added	1,075	+17	$218,687	−3.5%	1.24%
AVGO	Broadcom Inc. Technology	Reduced	671	-16	$207,681	−12.7%	1.17%
CAT	Caterpillar Inc Industrials	NEW	288	NEW	$204,036	NEW	1.15%