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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 14 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 TPLC TIMOTHY PLAN 6,789.0 $309K 0.06% NEW $45.45 +7.3%
262 RTX RTX CORPORATION Industrials 1,678.0 $308K 0.06% NEW $183.40 -3.5%
263 SKYY FIRST TR EXCHANGE TRADED FD 2,344.0 $305K 0.06% NEW $130.08 +2.3%
264 NVTS NAVITAS SEMICONDUCTOR CORP Technology 42,279.0 $302K 0.06% NEW $7.14 +309.7%
265 NTB BANK OF NT BUTTERFIELD&SON L Financial Services 6,008.0 $299K 0.06% NEW $49.82 +12.4%
266 SBRA SABRA HEALTH CARE REIT INC Real Estate 15,630.0 $296K 0.06% NEW $18.94 +9.4%
267 ACT ENACT HLDGS INC Financial Services 7,382.0 $293K 0.06% NEW $39.64 +7.8%
268 AXP AMERICAN EXPRESS CO Financial Services 786.0 $291K 0.06% NEW $369.95 -15.7%
269 TJX TJX COS INC NEW Consumer Cyclical 1,872.0 $288K 0.05% NEW $153.61 +3.0%
270 MRK MERCK & CO INC Healthcare 2,717.0 $286K 0.05% NEW $105.26 +16.3%
271 ISMD NORTHERN LTS FD TR IV 7,367.0 $284K 0.05% NEW $38.58 +19.6%
272 WMT WALMART INC Consumer Defensive 2,516.0 $280K 0.05% NEW $111.41 +8.0%
273 SPLV INVESCO EXCH TRADED FD TR II 3,924.0 $280K 0.05% NEW $71.42 +3.7%
274 IVT INVENTRUST PPTYS CORP Real Estate 9,869.0 $278K 0.05% NEW $28.21 +16.6%
275 CRM SALESFORCE INC Technology 1,035.0 $274K 0.05% NEW $264.84 -32.0%
276 MTUM ISHARES TR 1,069.0 $268K 0.05% NEW $250.41 +21.2%
277 IBIT ISHARES BITCOIN TRUST ETF Financial Services 5,321.0 $264K 0.05% NEW $49.65 -13.5%
278 NEOS ETF TRUST 8,158.0 $255K 0.05% NEW $31.26
279 PNR PENTAIR PLC Industrials 2,429.0 $253K 0.05% NEW $104.14 -28.2%
280 BITB BITWISE BITCOIN ETF TR Financial Services 5,262.0 $250K 0.05% NEW $47.56 -13.5%
Page 14 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%