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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 17 of 18  ·  346 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 XSLV INVESCO EXCH TRADED FD TR II 4,588.0 $217K 0.04% -108.0 -2.3% $47.20 +5.7%
322 GD GENERAL DYNAMICS CORP Industrials 630.0 $216K 0.04% NEW $343.52 -0.2%
323 LRCX LAM RESEARCH CORP Technology 1,012.0 $216K 0.04% NEW $213.66 +42.9%
324 FTCB FIRST TR EXCHANGE-TRADED FD 10,294.0 $216K 0.04% NEW $20.96 -1.1%
325 FDP FRESH DEL MONTE PRODUCE INC Consumer Defensive 5,330.0 $215K 0.04% NEW $40.26 -17.3%
326 IBM INTERNATIONAL BUSINESS MACHS Technology 874.0 $212K 0.04% -307.0 -26.0% $242.39 +4.7%
327 AUB ATLANTIC UN BANKSHARES CORP Financial Services 5,876.0 $210K 0.04% NEW $35.74 +5.1%
328 PNR PENTAIR PLC Industrials 2,385.0 $208K 0.04% -44.0 -1.8% $87.11 -14.1%
329 CSCO CISCO SYS INC Technology 2,675.0 $208K 0.04% NEW $77.62 +55.1%
330 DG DOLLAR GEN CORP Consumer Defensive 1,740.0 $207K 0.04% +135.0 +8.4% $118.73 -11.0%
331 IYH ISHARES TR 3,344.0 $206K 0.04% -2K -39.0% $61.64 +2.2%
332 MATX MATSON INC Industrials 1,257.0 $206K 0.04% NEW $163.94 +10.9%
333 QTEC FIRST TR EXCHANGE-TRADED FD 954.0 $206K 0.04% $215.98 +41.0%
334 XME SPDR SERIES TRUST 1,875.0 $203K 0.04% NEW $108.01 +8.4%
335 ISMD NORTHERN LTS FD TR IV 5,061.0 $202K 0.04% -2K -31.3% $39.97 +15.4%
336 UGI UGI CORP NEW Utilities 5,519.0 $201K 0.04% -71.0 -1.3% $36.42 -2.1%
337 ADTRAN HOLDINGS INC 14,981.0 $188K 0.03% -77.0 -0.5% $12.58
338 XHR XENIA HOTELS & RESORTS INC Real Estate 10,814.0 $160K 0.03% -560.0 -4.9% $14.83 +13.4%
339 VIZSLA SILVER CORP 44,588.0 $147K 0.03% +9K +25.8% $3.30
340 FS SPECIALTY LENDING FD 11,301.0 $141K 0.03% +285.0 +2.6% $12.51
Page 17 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%