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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 4 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 8,338.0 $2.5M 0.48% NEW $303.89 +33.1%
62 CVNA CARVANA CO Consumer Cyclical 5,999.0 $2.5M 0.48% NEW $422.02 -83.8%
63 MSFT MICROSOFT CORP Technology 5,034.0 $2.4M 0.46% NEW $483.65 -13.5%
64 EFA ISHARES TR 24,285.0 $2.3M 0.44% NEW $96.03 +8.3%
65 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 292,677.0 $2.3M 0.43% NEW $7.85 -21.1%
66 SDVY FIRST TR EXCHANGE-TRADED FD 58,535.0 $2.2M 0.42% NEW $38.32 +8.4%
67 IWM ISHARES TR 8,862.0 $2.2M 0.41% NEW $246.15 +15.8%
68 GOOGL ALPHABET INC Communication Services 6,851.0 $2.1M 0.41% NEW $313.02 +22.3%
69 IVW ISHARES TR 16,976.0 $2.1M 0.40% NEW $123.26 +10.8%
70 DAVE INC 8,959.0 $2.0M 0.37% NEW $221.41
71 HYLS FIRST TR EXCHANGE-TRADED FD 46,970.0 $2.0M 0.37% NEW $41.86 -2.7%
72 QLD PROSHARES TR 27,612.0 $1.9M 0.37% NEW $70.41 +32.2%
73 CNEQ THE ALGER ETF TRUST 55,390.0 $1.9M 0.36% NEW $34.38 +16.4%
74 MDIV FIRST TR EXCHANGE TRADED FD 118,486.0 $1.9M 0.35% NEW $15.72 +5.9%
75 EEM ISHARES TR 33,148.0 $1.8M 0.34% NEW $54.71 +20.4%
76 UPS UNITED PARCEL SERVICE INC Industrials 18,223.0 $1.8M 0.34% NEW $99.19 +1.8%
77 DIA SPDR DOW JONES INDL AVERAGE Financial Services 3,710.0 $1.8M 0.34% NEW $480.62 +5.3%
78 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 2,895.0 $1.7M 0.33% NEW $603.21 +11.2%
79 KOD KODIAK SCIENCES INC Healthcare 61,983.0 $1.7M 0.33% NEW $27.96 +29.6%
80 IWF ISHARES TR 3,638.0 $1.7M 0.33% NEW $473.30 -73.6%
Page 4 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%