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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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Market Cap
Large
Value
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Small
Growth
30
1
2
2
0
0
23
1
0
HARVEST CAPITAL MANAGEMENT INC

Time Period2018-09-30

Total Holdings102

Total Value ($x1000)318,588
Activities
New4

Increased17

Unchanged46

Decreased35

Sold Out4

Top 10 Stock Holdingstotal 70.94%
VTI13.08

RSP9.97

IXUS9.75

VEA8.53

VOO8.28

 
PDBC8.25

EWMC5.29

GLD2.9

MLPA2.78

JHMM2.11

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTI
13.08%
TOTAL STK MKT
RSP
9.97%
S&P500 EQL WGT
IXUS
9.75%
CORE MSCITOTAL
VEA
8.53%
FTSE DEV MKT ETF
VOO
8.28%
SHS
PDBC
8.25%
OPTIMUM YIELD
EWMC
5.29%
S&P MDCP400 EQ
GLD
2.9%
GOLD SHS
MLPA
2.78%
GLBL X MLP ETF
JHMM
2.11%
MULTIFACTOR MI
MINT
2.02%
ENHAN SHRT MAT
DHS
1.81%
EQTY INC ETF
IFEU
1.75%
EUR DEV RE ETF
XOM
1.41%
COM
TMP
1.22%
COM
BDX
1.15%
COM
GSBD
1.11%
SHS
JNJ
1.1%
COM
AGG
1%
CORE TOTUSBD ETF
TDTT
0.98%
IBOXX 3R TARGT
IGV
0.85%
NA TEC-SFTWR ETF
VXUS
0.79%
VG TL INTL STK F
MCI
0.77%
COM
DFE
0.71%
EUROPE SMCP DV
EFA
0.53%
MSCI EAFE ETF
ORCL
0.5%
COM
ACWX
0.48%
MSCI ACWI US ETF
PEP
0.44%
COM
PFE
0.43%
COM
AAPL
0.39%
COM
MRK
0.34%
COM
IAU
0.27%
ISHARES
IVV
0.25%
CORE S&P500 ETF
SPY
0.24%
TR UNIT
T
0.24%
COM
NEE
0.23%
COM
WEC
0.22%
COM
PDN
0.21%
FTSE RAFI SML
DIS
0.21%
COM DISNEY
AMZN
0.21%
COM
MMM
0.21%
COM
MCO
0.2%
COM
BRK.A
0.2%
CL A
DE
0.19%
COM
IJR
0.18%
CORE S&P SCP ETF
ABBV
0.18%
COM
ABT
0.18%
COM
V
0.17%
COM CL A
BSV
0.16%
SHORT TRM BOND
COST
0.15%
COM
IWD
0.15%
RUS 1000 VAL ETF
VNQI
0.15%
GLB EX US ETF
INTU
0.14%
COM
CI
0.14%
COM
AMJ
0.14%
ALERIAN ML ETN
CSX
0.13%
COM
UN
0.13%
N Y SHS NEW
BP
0.13%
SPONSORED ADR
BA
0.13%
COM
HD
0.13%
COM
NKE
0.12%
CL B
NSC
0.12%
COM
KMB
0.12%
COM
CL
0.12%
COM
LMT
0.12%
COM
IWF
0.12%
RUS 1000 GRW ETF
SCZ
0.12%
EAFE SML CP ETF
MSFT
0.12%
COM
ACN
0.11%
SHS CLASS A
EXG
0.11%
COM
FDX
0.11%
COM
FB
0.11%
CL A
TGT
0.1%
COM
TFI
0.1%
NUVN BRCLY MUNI
VZ
0.1%
COM
QQQ
0.1%
UNIT SER 1
CTSH
0.1%
CL A
VWO
0.1%
FTSE EMR MKT ETF
CVX
0.1%
COM
GIS
0.1%
COM
BSCJ
0.1%
BULSHS 2019 CB
HCA
0.09%
COM
GE
0.09%
COM
PG
0.09%
COM
DHR
0.09%
COM
BSCL
0.09%
BULSHS 2021 CB
WBA
0.09%
COM
IBM
0.09%
COM
UGI
0.09%
COM
PSX
0.08%
COM
BSCK
0.08%
BULSHS 2020 CB
SYK
0.08%
COM
MCD
0.08%
COM
AMGN
0.07%
COM
BRK.B
0.07%
CL B NEW
EOG
0.07%
COM
QCOM
0.07%
COM
SPGI
0.07%
COM
COF
0.07%
COM
AIG
0.07%
COM NEW
PX
0.06%
COM
KO
0.06%
COM
MMD
0.11%
COM
RDS/A
0.11%
SPONS ADR A
EPD
0.08%
COM
GER
0.02%
COM