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Harvest Capital Management Inc Q1 2019 vs. Q2 2019 13F Holdings Comparison

Ava Hoppe | 1 May, 2023

As an investor, keeping track of the shifts and changes in the holdings of your favorite funds is crucial. That's why we're taking a closer look at Harvest Capital Management Inc's Q1 2019 vs. Q2 2019 13F Holdings Comparison. With an overview of the fund's top holdings, investors can make informed decisions and stay up-to-date with market trends.

In the first quarter of 2019, Vanguard Total Stock Market Index Fund (VTI) held the top spot for the fund's largest holding with 292,130 shares. However, in the second quarter of 2019, this position was overtaken by Invesco S&P 500 Equal Weight ETF (RSP), which saw its holdings increase from 369,802 shares to 373,458 shares.

Another notable shift was the increase of Vanguard S&P 500 ETF (VOO) from 110,226 shares to 117,655 shares, reflecting a 10.7% change in value. Vanguard FTSE Developed Markets ETF (VEA) saw a more modest increase from 610,514 shares to 621,565 shares, a 3.9% change in value.

The most significant change in holdings was seen with Invesco Optimum Yield Diversified Commodity Strategy NOA K-1a ETF (PDBC). In Q2 of 2019, Harvest Capital Management Inc reduced their shares from 1,086,259 to 828,624, representing a decrease of 24.8% in value.

In contrast, First Trust North American Energy Infrastructure Fund (EMLP) increased its holdings significantly from 286,585 shares to 452,475 shares, representing a 60.6% increase in value. Similarly, John Hancock Multifactor Mid Cap ETF (JHMM) saw an increase in holdings from 271,632 shares to 301,104 shares, reflecting a 15.1% increase in value.

Other notable changes in holdings include the increase of SPDR Gold ETF (GLD) from 83,880 shares to 85,505 shares, a 11.3% increase in value, as well as the decrease of Exxon Mobil Corp (XOM) from 50,926 shares to 41,384 shares, a 22.9% decrease in value.

In conclusion, Harvest Capital Management Inc's Q1 2019 vs. Q2 2019 13F Holdings Comparison reveals some interesting shifts and changes in the fund's top holdings. While some investments saw significant increases, others were reduced. By keeping track of these trends, investors can make more informed decisions and adjust their own portfolios accordingly.

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