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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 1 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DTM DT MIDSTREAM INC Energy 20,609.0 $2.8M 0.51% NEW $134.67 +10.8%
2 ALMS ALUMIS INC Healthcare 99,850.0 $2.2M 0.40% NEW $22.03 +0.6%
3 PAAS PAN AMERN SILVER CORP Basic Materials 39,337.0 $2.1M 0.39% NEW $54.63 +0.3%
4 BE BLOOM ENERGY CORP Industrials 15,027.0 $2.0M 0.37% NEW $135.49 +127.2%
5 AG FIRST MAJESTIC SILVER CORP Basic Materials 87,366.0 $1.9M 0.34% NEW $21.48 -7.4%
6 AMERICAS GOLD AND SILVER COR 337,051.0 $1.8M 0.32% NEW $5.22
7 IJS ISHARES TR 14,612.0 $1.7M 0.32% NEW $118.45 +8.3%
8 SIL GLOBAL X FDS 18,143.0 $1.6M 0.30% NEW $90.08 -0.8%
9 SVM SILVERCORP METALS INC Basic Materials 142,643.0 $1.5M 0.28% NEW $10.74 +16.9%
10 CENX CENTURY ALUM CO Basic Materials 25,720.0 $1.5M 0.28% NEW $58.69 +3.0%
11 CDE COEUR MNG INC Basic Materials 77,726.0 $1.5M 0.27% NEW $18.77 -5.0%
12 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 44,844.0 $1.4M 0.25% NEW $30.48 +22.9%
13 AGG ISHARES TR 13,069.0 $1.3M 0.24% NEW $99.27 -0.9%
14 ERAS ERASCA INC Healthcare 73,744.0 $1.2M 0.22% NEW $16.18 -28.2%
15 MSGE SPHERE ENTERTAINMENT CO Communication Services 9,054.0 $1.1M 0.19% NEW $117.40 -40.9%
16 FIX COMFORT SYS USA INC Industrials 750.0 $1.0M 0.19% NEW $1378.99 +33.0%
17 ACADIAN ASSET MANAGEMENT INC 18,088.0 $984K 0.18% NEW $54.42
18 ASTS AST SPACEMOBILE INC Technology 11,769.0 $975K 0.18% NEW $82.87 +16.1%
19 VICR VICOR CORP Technology 5,433.0 $875K 0.16% NEW $161.00 +64.1%
20 TER TERADYNE INC Technology 2,761.0 $819K 0.15% NEW $296.46 +16.2%
Page 1 of 4  ·  67 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%