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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 13 of 18  ·  346 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 FTXL FIRST TR EXCHANGE TRADED FD 2,487.0 $367K 0.07% $147.47 +68.1%
242 GJAN FIRST TR EXCHNG TRADED FD VI 8,616.0 $361K 0.07% $41.91 +6.8%
243 COHR COHERENT CORP Technology 1,492.0 $355K 0.07% NEW $238.21 +58.5%
244 CEG CONSTELLATION ENERGY CORP Utilities 1,267.0 $354K 0.07% +86.0 +7.3% $279.43 +5.2%
245 THLV THOR FINL TECHNOLOGIES TR 11,060.0 $353K 0.07% $31.91 +1.9%
246 PSQH PSQ HOLDINGS INC Technology 660,746.0 $350K 0.06% +19K +3.0% $0.53 +11.5%
247 NBSD NEUBERGER BERMAN ETF TRUST 6,873.0 $349K 0.06% NEW $50.71 +0.1%
248 MGOV FIRST TR EXCHANGE-TRADED FD 17,017.0 $345K 0.06% -1K -7.0% $20.28 -1.3%
249 NVTS NAVITAS SEMICONDUCTOR CORP Technology 39,073.0 $343K 0.06% -3K -7.6% $8.77 +233.5%
250 FPEI FIRST TR EXCH TRADED FD III 18,000.0 $342K 0.06% $19.00 +0.8%
251 BUFF INNOVATOR ETFS TRUST 6,900.0 $341K 0.06% $49.41 +6.0%
252 ECL ECOLAB INC Basic Materials 1,254.0 $334K 0.06% -85.0 -6.3% $266.02 -4.8%
253 WMT WALMART INC Consumer Defensive 2,670.0 $332K 0.06% +154.0 +6.1% $124.28 -3.2%
254 FJUN FIRST TR EXCHNG TRADED FD VI 5,746.0 $325K 0.06% +53.0 +0.9% $56.50 +5.5%
255 RTX RTX CORPORATION Industrials 1,680.0 $324K 0.06% $192.90 -8.2%
256 FFIV F5 INC Technology 1,116.0 $323K 0.06% -141.0 -11.2% $289.33 +36.0%
257 FTXN FIRST TR EXCHANGE TRADED FD 8,350.0 $322K 0.06% $38.60 -3.0%
258 NTB BANK OF N T BUTTERFIELD & SO Financial Services 6,136.0 $322K 0.06% +128.0 +2.1% $52.48 +6.7%
259 GLUE MONTE ROSA THERAPEUTICS INC Healthcare 19,535.0 $321K 0.06% NEW $16.45 +14.3%
260 MCD MCDONALDS CORP Consumer Cyclical 1,020.0 $317K 0.06% -113.0 -10.0% $310.91 -9.2%
Page 13 of 18  ·  346 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%