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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 3 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RKLB ROCKET LAB CORP Industrials 52,005.0 $3.6M 0.68% NEW $69.76 +92.5%
42 BUFR FIRST TR EXCHNG TRADED FD VI 103,729.0 $3.6M 0.67% NEW $34.26 +5.7%
43 DGRW WISDOMTREE TR 37,466.0 $3.4M 0.63% NEW $89.43 +7.3%
44 FDEC FIRST TR EXCHNG TRADED FD VI 64,988.0 $3.3M 0.63% NEW $51.18 +5.4%
45 WWD WOODWARD INC Industrials 10,641.0 $3.2M 0.61% NEW $302.32 +17.9%
46 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 34,431.0 $3.1M 0.59% NEW $91.21 +1.2%
47 FGD FIRST TR EXCHANGE TRADED FD 103,435.0 $3.1M 0.59% NEW $30.27 +12.0%
48 CIDARA THERAPEUTICS INC 14,045.0 $3.1M 0.58% NEW $220.89
49 USFD US FOODS HLDG CORP Consumer Defensive 41,157.0 $3.1M 0.58% NEW $75.32 +7.7%
50 OSIS OSI SYSTEMS INC Technology 11,989.0 $3.1M 0.58% NEW $255.06 -18.5%
51 SIRIUSPOINT LTD 138,551.0 $3.0M 0.57% NEW $21.89
52 ANGX ANGEL STUDIOS INC Communication Services 644,703.0 $3.0M 0.57% NEW $4.67 -43.9%
53 KNGZ FIRST TR EXCHANGE TRADED FD 81,882.0 $2.9M 0.55% NEW $35.81 +10.4%
54 WELL WELLTOWER INC Real Estate 15,792.0 $2.9M 0.55% NEW $185.61 +17.8%
55 WDC WESTERN DIGITAL CORP Technology 16,767.0 $2.9M 0.55% NEW $172.27 +166.8%
56 HCI HCI GROUP INC Financial Services 14,755.0 $2.8M 0.53% NEW $191.69 -17.3%
57 LLY ELI LILLY & CO Healthcare 2,599.0 $2.8M 0.53% NEW $1074.48 -3.1%
58 LINC LINCOLN EDL SVCS CORP Consumer Defensive 114,900.0 $2.8M 0.52% NEW $24.15 +94.0%
59 HL HECLA MNG CO Basic Materials 143,393.0 $2.8M 0.52% NEW $19.19 -9.8%
60 FIXD FIRST TR EXCHNG TRADED FD VI 57,539.0 $2.6M 0.48% NEW $44.32 -2.4%
Page 3 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%