Financial Harvest, LLC

Q1 2025 13F Holdings

  • Location
    winter park, FL
  • Num holdings

    52

  • Value ($000)

    $121,277

  • Date Filed
    05/05/2025
  • Form type
    13F-HR
  • CIK
    0002052933
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

TOAST INC

CL A
$24.50M
20 %

475,889

ACT
ACT

ENACT HLDGS INC

COM
$17.99M
15 %

545,462

IOSP
IOSP

INNOSPEC INC

COM
$12.63M
10 %

433,843

HR
HR

HEALTHCARE RLTY TR

CL A COM
$8.62M
7 %

259,977

CRBG
CRBG

COREBRIDGE FINL INC

COM
$8.54M
7 %

307,604

---

UNITY BIOTECHNOLOGY INC

COM NEW
$8.46M
7 %

205,270

KLIC
KLIC

KULICKE & SOFFA INDS INC

COM
$4.93M
4 %

207,374

GNW
GNW

GENWORTH FINL INC

COM SHS
$4.79M
4 %

180,898

SOLV
SOLV

SOLVENTUM CORP

COM SHS
$4.65M
4 %

91,739

DC4
DC4

DEXCOM INC

COM
$1.91M
2 %

11,067

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