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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 14 of 18  ·  346 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SMAY FIRST TR EXCHNG TRADED FD VI 12,032.0 $317K 0.06% -2K -13.0% $26.31 +4.8%
262 TPLC TIMOTHY PLAN 6,789.0 $315K 0.06% $46.44 +5.0%
263 SBRA SABRA HEALTH CARE REIT INC Real Estate 15,993.0 $308K 0.06% +363.0 +2.3% $19.23 +7.7%
264 NFLX NETFLIX INC. Communication Services 3,192.0 $307K 0.06% +894.0 +38.9% $96.15 -7.9%
265 ORCL ORACLE CORP Technology 2,080.0 $306K 0.06% -62.0 -2.9% $147.12 +30.6%
266 TJX TJX COS INC NEW Consumer Cyclical 1,907.0 $305K 0.06% +35.0 +1.9% $159.70 -0.9%
267 SCHG SCHWAB STRATEGIC TR 10,437.0 $304K 0.06% +114.0 +1.1% $29.13 +18.0%
268 CSGS CSG SYS INTL INC Technology 3,786.0 $303K 0.06% +768.0 +25.4% $79.94 +0.9%
269 ENTERGY CORP NEW 2,684.0 $302K 0.06% +436.0 +19.4% $112.36
270 ACT ENACT HLDGS INC Financial Services 7,322.0 $299K 0.06% -60.0 -0.8% $40.81 +4.7%
271 FAST FASTENAL CO Industrials 6,324.0 $293K 0.05% NEW $46.40 -5.3%
272 HD HOME DEPOT INC Consumer Cyclical 891.0 $293K 0.05% -535.0 -37.5% $328.89 -4.8%
273 NEM NEWMONT CORP Basic Materials 2,674.0 $289K 0.05% NEW $108.25 -0.6%
274 UWM PROSHARES TR 6,140.0 $287K 0.05% -2K -26.4% $46.67 +30.6%
275 IVT INVENTRUST PPTYS CORP Real Estate 9,329.0 $284K 0.05% -540.0 -5.5% $30.46 +8.0%
276 MRK MERCK & CO INC Healthcare 2,337.0 $281K 0.05% -380.0 -14.0% $120.30 +1.8%
277 SPLV INVESCO EXCH TRADED FD TR II 3,821.0 $280K 0.05% -103.0 -2.6% $73.15 +1.3%
278 VOO VANGUARD INDEX FDS 465.0 $278K 0.05% -102.0 -18.0% $598.70 +14.5%
279 KO COCA COLA CO Consumer Defensive 3,652.0 $278K 0.05% +381.0 +11.7% $76.06 +7.1%
280 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 705.0 $276K 0.05% NEW $391.76 +107.5%
Page 14 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%