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:
0.19%
Gain
Monthly
0.01%
Yearly
0.13%
Drawdown
19.89%
$188.85M
Equity
Holdings
$188.85M
Investment
$155.02M
$34.09M
Profit -$537,632.13
Realized
$256,866.09
Unrealized
$33.83M
Dividends
$3.85M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$537,632.13
Win %
78%
This Week
Compared To Last Week
Gain
0.45%
Profit
$839,461.52
Win %
78%
This Month
Compared to last month
Gain
0.65%
Profit
$1.22M
Win %
78%
This Year
Compared to last year
Gain
11.21%
Profit
$19.04M
Win %
75%
MRK Merck & Co., Inc.
+2.31%
+$21,116.1 
AFL Aflac Inc.
+2.2%
+$21,967.28 
LMT Lockheed Martin Corporation
+1.87%
+$18,749.21 
BRK-B Berkshire Hathaway Inc.
+1.6%
+$20,502.72 
JNJ Johnson & Johnson
+1.47%
+$3,773.44 
ABBV AbbVie Inc.
+1.31%
+$3,830.98 
WMT Walmart Inc.
+0.92%
+$3,841.26 
DFAR Dimensional US Real Estate ETF
+0.72%
+$57,381.68 
PG Procter & Gamble Co
+0.66%
+$1,525.59 
DFLV Dimensional US Large Cap Value ETF
+0.65%
+$19,916 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.63%
+$2,945.47 
DFUV Dimensional US Marketwide Value ETF
+0.38%
+$36,735.72 
JPM JPMorgan Chase & Co.
+0.22%
+$585.12 
STIP iShares 0-5 Year TIPS Bond ETF
+0.12%
+$585.5 
SHY iShares 1-3 Year Treasury Bond ETF
+0.07%
+$1,269.84 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.02%
+$742.18 
META Meta Platforms Inc Class A
-4.52%
-$24,092.09 
GOOG Alphabet Inc
-2.53%
-$8,601.6 
TSLA Tesla, Inc.
-2.5%
-$11,551.6 
INTC Intel Corporation
-2.41%
-$13,442.59 
GOOGL Alphabet Inc
-2.39%
-$20,151.85 
KO The Coca-Cola Company
-2.34%
-$48,215.71 
IBM International Business Machines Corporation
-2.25%
-$4,669.08 
AMD Advanced Micro Devices, Inc.
-2.17%
-$11,706.75 
MSFT Microsoft Corp.
-1.96%
-$39,108.33 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-1.78%
-$22,553.42 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.77%
-$150,000.52 
NVDA NVIDIA Corporation
-1.74%
-$37,161.24 
DFAE Dimensional Emerging Core Equity Market ETF
-1.71%
-$6,916.65 
DFEV Dimensional Emerging Markets Value ETF
-1.58%
-$4,176 
DIS The Walt Disney Company
-1.11%
-$3,127.98 
AVGO Broadcom Inc.
-1.04%
-$2,610.19 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.98%
-$6,177.88 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.96%
-$20,870.15 
DLS WisdomTree International SmallCap Dividend Fund
-0.82%
-$1,916.41 
VT Vanguard Total World Stock ETF
-0.68%
-$1,600.6 
DFUS Dimensional U.S. Equity Market ETF
-0.58%
-$6,716.64 
IVV iShares Core S&P 500 ETF
-0.57%
-$1,775.29 
DFIC Dimensional International Core Equity Market ETF
-0.56%
-$75,718.86 
DFAI Dimensional International Core Equity Market ETF
-0.54%
-$1,779.97 
AMZN Amazon.com Inc
-0.53%
-$4,840.56 
DFAU Dimensional US Core Equity Market ETF
-0.53%
-$3,457.85 
AAPL Apple Inc.
-0.44%
-$13,355.61 
DCOR Dimensional US Core Equity 1 ETF
-0.41%
-$1,284.18 
DUHP Dimensional US High Profitability ETF
-0.36%
-$57,918 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.34%
-$102,169.65 
DFIV Dimensional International Value ETF
-0.29%
-$1,412.96 
DXUV Dimensional US Vector Equity ETF
-0.22%
-$11,101.65 
DFSV Dimensional US Small Cap Value ETF
-0.2%
-$723.92 
DISV Dimensional International Small Cap Equity Fund
-0.19%
-$40,028.64 
VXF Vanguard Extended Market ETF
-0.19%
-$1,419.56 
MCD McDonald's Corporation
-0.1%
-$215.04 
CAT Caterpillar Inc.
-0.09%
-$224.63 
DFAT Dimensional US Targeted Value ETF
-0.07%
-$25,381.7 
IWM iShares Russell 2000 ETF
-0.06%
-$250.61 
ISHG iShares 3 Year International Treasury Bond ETF
-0.04%
-$431.05 
ADP Automatic Data Processing Inc.
-0.04%
-$164.52 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 316 | Longs Won 159/316 50% | Profit Factor 42.81 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $606,089.47 |
| Average Win $219,528.15 | Best Trade (Jul 17) $7.78M | Sharpe Ratio -10.37 |
| Average Loss -$5,192.94 | Worst Trade (Jul 10) -$332,770.52 | Z-Score -3.21 (100%) |
| Commissions $0 | Avg. Trade Length 6m 1w 6d | Expectancy $107,878.75 |
| 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 | 37,037 | 33,333 | 29,630 | 25,926 | 22,222 | 18,519 | 14,815 | 11,111 | 7,407 | 3,704 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
