FHL
Financial Harvest LLC Portfolio
Invests via Financial Harvest LLC | Managed by David A. Witter, Josiah B. Martin, Katie M. Witter, Kellen H. Williams, Danica N. Bolton
Invests via Financial Harvest LLC
Managed by David A. Witter, Josiah B. Martin, Katie M. Witter, Kellen H. Williams, Danica N. Bolton
Automatically Tracked
Company Profile
Private investment manager focused on agricultural real assets and specialty finance, Financial Harvest LLC structures farmland-backed funds and debt solutions for institutional and family-office investors. The firm emphasizes yield generation through lease income, crop revenue participation and credit against commodity-producing collateral. Portfolio construction blends core farmland holdings with opportunistic acquisitions and short-duration credit to manage inflation exposure and liquidity. Distribution channels include separate accounts, co-invests and commingled vehicles.
Private investment manager focused on agricultural real assets and specialty finance, Financial Harvest LLC structures farmland-backed funds and debt solutions for institutional and family-office investors. The firm emphasizes yield generation through lease income, crop revenue participation and credit against commodity-producing collateral. Portfolio construction blends core farmland holdings with opportunistic acquisitions and short-duration credit to manage inflation exposure and liquidity. Distribution channels include separate accounts, co-invests and commingled vehicles.
Investment Philosophy & Strategy
Specializes in farmland-backed real assets and specialty finance, targeting stable yield and inflation resilience via a mix of core leased acreage, crop-revenue participations and short-duration commodity-secured credit. Portfolio construction prioritizes income-generation, downside protection through collateralized lending and selective opportunistic land acquisitions to capture appreciation. Capital deployment spans separate accounts, commingled funds and co-investments with a focus on institutional risk-adjusted returns, liquidity management, and active asset-level oversight to optimize cash yield and long-term total return.
Specializes in farmland-backed real assets and specialty finance, targeting stable yield and inflation resilience via a mix of core leased acreage, crop-revenue participations and short-duration commodity-secured credit. Portfolio construction prioritizes income-generation, downside protection through collateralized lending and selective opportunistic land acquisitions to capture appreciation. Capital deployment spans separate accounts, commingled funds and co-investments with a focus on institutional risk-adjusted returns, liquidity management, and active asset-level oversight to optimize cash yield and long-term total return.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
20.25%
Gain -0.61%
Monthly
1.08%
Yearly
13.84%
Drawdown
28.83%
$180.02M
Equity
Holdings
$180.02M
Investment
$148.97M
$32.13M
Profit -$1.19M
Realized
$1.08M
Unrealized
$31.05M
Dividends
$2.84M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.61%
Profit
-$1.19M
Win %
68%
This Week
Compared To Last Week
Gain
-0.3%
Profit
-$535,552.16
Win %
68%
This Month
Compared to last month
Gain
-0.3%
Profit
-$535,552.16
Win %
68%
This Year
Compared to last year
Gain
11.57%
Profit
$18.66M
Win %
68%
INTC Intel Corporation
+4.43%
+$28,517.48 
META Meta Platforms Inc Class A
+4.24%
+$20,533.5 
AMD Advanced Micro Devices, Inc.
+4.02%
+$22,196.84 
WMT Walmart Inc.
+3.43%
+$16,424.04 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$12,099.54 
ABBV AbbVie Inc.
+0.78%
+$1,927.19 
AFL Aflac Inc.
+0.77%
+$7,397.28 
HD The Home Depot, Inc.
+0.48%
+$1,178.99 
KO The Coca-Cola Company
+0.48%
+$9,228.37 
JNJ Johnson & Johnson
+0.31%
+$814.8 
SO The Southern Company
+0.01%
+$33.78 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.01%
+$271.18 
STIP iShares 0-5 Year TIPS Bond ETF
+0.01%
+$46.37 
TSLA Tesla, Inc.
0%
+$19.57 
JPM JPMorgan Chase & Co.
0%
$0 
QQQN VictoryShares Nasdaq Next 50 ETF
0%
$0 
IBM International Business Machines Corporation
-7.1%
-$24,619.14 
NVDA NVIDIA Corporation
-3.55%
-$86,114.16 
MSFT Microsoft Corp.
-3.11%
-$45,152.52 
AMZN Amazon.com Inc
-2.53%
-$26,195 
DIS The Walt Disney Company
-1.92%
-$6,000.32 
AAPL Apple Inc.
-1.57%
-$49,143.12 
ADP Automatic Data Processing Inc.
-1.48%
-$6,386.66 
IWM iShares Russell 2000 ETF
-1.39%
-$5,341.95 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-1.29%
-$16,575.2 
DFAE Dimensional Emerging Core Equity Market ETF
-1.26%
-$5,632.73 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.26%
-$111,622.77 
VUG Vanguard Growth ETF
-1.22%
-$2,706 
V Visa Inc. Class A
-1.16%
-$3,072.8 
DFEV Dimensional Emerging Markets Value ETF
-1.08%
-$2,879.04 
MCD McDonald's Corporation
-1.07%
-$2,314.73 
VXF Vanguard Extended Market ETF
-1.01%
-$7,468.12 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1%
-$23,559.24 
DLS WisdomTree International SmallCap Dividend Fund
-0.94%
-$2,236.36 
DISV Dimensional International Small Cap Equity Fund
-0.93%
-$190,821.73 
VT Vanguard Total World Stock ETF
-0.86%
-$2,076.27 
DFSV Dimensional US Small Cap Value ETF
-0.85%
-$2,940.93 
DFAI Dimensional International Core Equity Market ETF
-0.84%
-$2,768.15 
GOOGL Alphabet Inc
-0.79%
-$7,069.92 
GOOG Alphabet Inc
-0.76%
-$2,639.54 
DFIC Dimensional International Core Equity Market ETF
-0.75%
-$98,830.59 
MRK Merck & Co., Inc.
-0.73%
-$6,122.55 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.72%
-$4,809.96 
DFAT Dimensional US Targeted Value ETF
-0.72%
-$236,400.64 
IVV iShares Core S&P 500 ETF
-0.71%
-$2,115.31 
DFIV Dimensional International Value ETF
-0.71%
-$3,488.24 
DFAU Dimensional US Core Equity Market ETF
-0.7%
-$4,589.15 
DFUS Dimensional U.S. Equity Market ETF
-0.68%
-$7,934.03 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.67%
-$192,729.6 
DXUV Dimensional US Vector Equity ETF
-0.67%
-$27,801.39 
DCOR Dimensional US Core Equity 1 ETF
-0.64%
-$2,001.81 
ISHG iShares 3 Year International Treasury Bond ETF
-0.53%
-$5,994.4 
AVGO Broadcom Inc.
-0.49%
-$1,607.58 
DUHP Dimensional US High Profitability ETF
-0.41%
-$60,310.05 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.31%
-$1,404.77 
PG Procter & Gamble Co
-0.26%
-$552.78 
LMT Lockheed Martin Corporation
-0.2%
-$2,010 
BAC Bank of America Corporation
-0.11%
-$303 
DFLV Dimensional US Large Cap Value ETF
-0.1%
-$2,539.36 
DFUV Dimensional US Marketwide Value ETF
-0.09%
-$9,002.1 
SHY iShares 1-3 Year Treasury Bond ETF
-0.05%
-$899.48 
DFAR Dimensional US Real Estate ETF
-0.04%
-$2,696.37 Events
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Dividends
Dividend Analysis
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| Trades 269 | Longs Won 118/269 43% | Profit Factor 34.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $596,368.6 |
| Average Win $280,353.71 | Best Trade (May 06) $6.32M | Sharpe Ratio -11.55 |
| Average Loss -$6,287.52 | Worst Trade (May 13) -$280,267.4 | Z-Score -3.72 (100%) |
| Commissions $0 | Avg. Trade Length 5m 4w | Expectancy $119,451.01 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 28,571 | 25,714 | 22,857 | 20,000 | 17,143 | 14,286 | 11,429 | 8,571 | 5,714 | 2,857 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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