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Portfolio (Quarterly) Guide ↗

Harvest Investment Services, LLC

· CIK 0001591097
13F Portfolio $547M AUM 346 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 67 New 111 Added 129 Reduced 48 Exited
Page 5 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IBIT ISHARES BITCOIN TRUST ETF Financial Services 11,181.0 $430K 0.08% +6K +110.1% $38.42 +11.8%
82 R RYDER SYS INC Industrials 2,045.0 $419K 0.08% +297.0 +17.0% $204.71 +19.2%
83 HII HUNTINGTON INGALLS INDS INC Industrials 1,087.0 $413K 0.08% +43.0 +4.1% $379.90 -15.6%
84 JPIE J P MORGAN EXCHANGE TRADED F 8,646.0 $398K 0.07% +2K +24.6% $46.07 -0.3%
85 CVX CHEVRON CORPORATION Energy 1,867.0 $386K 0.07% +253.0 +15.7% $206.90 -7.5%
86 CEG CONSTELLATION ENERGY CORP Utilities 1,267.0 $354K 0.07% +86.0 +7.3% $279.43 +5.2%
87 PSQH PSQ HOLDINGS INC Technology 660,746.0 $350K 0.06% +19K +3.0% $0.53 +11.5%
88 WMT WALMART INC Consumer Defensive 2,670.0 $332K 0.06% +154.0 +6.1% $124.28 -3.2%
89 FJUN FIRST TR EXCHNG TRADED FD VI 5,746.0 $325K 0.06% +53.0 +0.9% $56.50 +5.5%
90 NTB BANK OF N T BUTTERFIELD & SO Financial Services 6,136.0 $322K 0.06% +128.0 +2.1% $52.48 +6.7%
91 SBRA SABRA HEALTH CARE REIT INC Real Estate 15,993.0 $308K 0.06% +363.0 +2.3% $19.23 +7.7%
92 NFLX NETFLIX INC. Communication Services 3,192.0 $307K 0.06% +894.0 +38.9% $96.15 -7.9%
93 TJX TJX COS INC NEW Consumer Cyclical 1,907.0 $305K 0.06% +35.0 +1.9% $159.70 -0.9%
94 SCHG SCHWAB STRATEGIC TR 10,437.0 $304K 0.06% +114.0 +1.1% $29.13 +18.0%
95 CSGS CSG SYS INTL INC Technology 3,786.0 $303K 0.06% +768.0 +25.4% $79.94 +0.9%
96 ENTERGY CORP NEW 2,684.0 $302K 0.06% +436.0 +19.4% $112.36
97 KO COCA COLA CO Consumer Defensive 3,652.0 $278K 0.05% +381.0 +11.7% $76.06 +7.1%
98 VBR VANGUARD INDEX FDS 1,213.0 $264K 0.05% +248.0 +25.7% $217.32 +7.1%
99 IGV ISHARES TR 3,255.0 $261K 0.05% +260.0 +8.7% $80.05 +17.4%
100 AMGN AMGEN INC Healthcare 734.0 $258K 0.05% +55.0 +8.1% $351.85 -3.6%
Page 5 of 6  ·  111 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.9%
Industrials 20.2%
Financial Services 17.1%
Healthcare 9.8%
Consumer Defensive 8.6%
Basic Materials 8.5%
Consumer Cyclical 4.8%
Energy 3.0%
Communication Services 2.2%
Real Estate 1.5%