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Portfolio (Quarterly) Guide ↗

Harvest Investment Services, LLC

· CIK 0001591097
13F Portfolio $530M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 327 New
Page 11 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 HD HOME DEPOT INC Consumer Cyclical 1,426.0 $491K 0.09% NEW $344.10 -9.0%
202 ESUM STRATEGY SHS 18,197.0 $490K 0.09% NEW $26.93 +8.6%
203 IWY ISHARES TR 1,736.0 $481K 0.09% NEW $276.88 +6.0%
204 STRL STERLING INFRASTRUCTURE INC Industrials 1,566.0 $480K 0.09% NEW $306.23 +139.3%
205 BUFB INNOVATOR ETFS TRUST 12,882.0 $472K 0.09% NEW $36.63 +6.4%
206 NDAQ NASDAQ INC Financial Services 4,830.0 $469K 0.09% NEW $97.13 -6.3%
207 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 74,395.0 $469K 0.09% NEW $6.30 -19.7%
208 KRG KITE RLTY GROUP TR Real Estate 19,168.0 $459K 0.09% NEW $23.97 +12.8%
209 QJUN FIRST TR EXCHNG TRADED FD VI 14,402.0 $459K 0.09% NEW $31.84 +5.7%
210 VCSH VANGUARD SCOTTSDALE FDS 5,726.0 $457K 0.09% NEW $79.73 -1.1%
211 XOM EXXON MOBIL CORP Energy 3,737.0 $450K 0.09% NEW $120.34 +28.7%
212 WMB WILLIAMS COS INC Energy 7,476.0 $449K 0.09% NEW $60.11 +30.5%
213 HRTG HERITAGE INSURANCE HLDGS INC Financial Services 14,413.0 $422K 0.08% NEW $29.26 -21.8%
214 ORCL ORACLE CORP Technology 2,142.0 $417K 0.08% NEW $194.91 -1.5%
215 CEG CONSTELLATION ENERGY CORP Utilities 1,181.0 $417K 0.08% NEW $353.27 -16.8%
216 FRI FIRST TR EXCHANGE-TRADED FD 15,253.0 $417K 0.08% NEW $27.31 +14.5%
217 GLRY NORTHERN LTS FD TR IV 11,197.0 $401K 0.08% NEW $35.82 +13.9%
218 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 5,845.0 $400K 0.07% NEW $68.36 -13.9%
219 INHIBRX BIOSCIENCES INC 5,049.0 $399K 0.07% NEW $79.00
220 FTGS FIRST TR EXCHANGE-TRADED FD 11,232.0 $397K 0.07% NEW $35.35 +3.9%
Page 11 of 17  ·  327 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 26.3%
Financial Services 21.7%
Industrials 20.1%
Healthcare 10.2%
Consumer Defensive 7.0%
Consumer Cyclical 5.3%
Basic Materials 3.1%
Communication Services 2.3%
Real Estate 1.7%
Energy 1.4%