Harvest Investment Services, LLC

CIK: 0001591097Latest portfolio: $530.0M · Q4 2025

Holdings

327

Total Value

$530.0M

New Positions

72

Closed Positions

65

#StockSharesValue% PortfolioChangeType
1
LMBSFIRST TR EXCHANGE-TRADED FD
740,376$37.0M6.98%+319K
2
GQ9SPDR GOLD TR
50,307$19.9M3.76%+8K
3
PLTRPALANTIR TECHNOLOGIES INC
67,953$12.1M2.28%-1,594
4
SLVISHARES SILVER TR
184,425$11.9M2.24%+94K
5
KTOSKRATOS DEFENSE & SEC SOLUTIO
143,591$10.9M2.06%+9K
6
AERAERCAP HOLDINGS NV
74,882$10.8M2.03%NEW
7
FTSMFIRST TR EXCHANGE-TRADED FD
154,325$9.2M1.74%-26,457
8
APPAPPLOVIN CORP
13,687$9.2M1.74%-71
9
RDVYFIRST TR EXCHANGE TRADED FD
108,716$7.6M1.42%+41K
10
HWMHOWMET AEROSPACE INC
35,130$7.2M1.36%-1,677
11
NDQINVESCO QQQ TR
11,176$6.9M1.30%-316
12
SSRMSSR MINING IN
285,316$6.3M1.18%+51K
13
IDIINTERDIGITAL INC
19,086$6.1M1.15%+824
14
APHAMPHENOL CORP NEW
43,459$5.9M1.11%+8K
15
FDLFIRST TR EXCHANGE-TRADED FD
130,666$5.8M1.09%-1,069
16
ADPTADAPTIVE BIOTECHNOLOGIES COR
356,114$5.8M1.09%+12K
17
NVDANVIDIA CORPORATION
30,698$5.7M1.08%+3K
18
LAURLAUREATE EDUCATION INC
168,025$5.7M1.07%+111K
19
SPYSPDR S&P 500 ETF TR
8,236$5.6M1.06%-1,180
20
1RGREV GROUP INC
86,613$5.3M0.99%+18K
21
COKECOCA COLA CONS INC
34,254$5.3M0.99%-948
22
AAPLAPPLE INC
18,625$5.1M0.96%+2K
23
AVGOBROADCOM INC
14,124$4.9M0.92%+432
24
FVDFIRST TR EXCHANGE-TRADED FD
102,231$4.7M0.89%-58,208
25
RYTMRHYTHM PHARMACEUTICALS INC
43,953$4.7M0.89%-4,187

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
ANGX645K+634K
LMBS740K+319K
SSRM285K+51K
FDEC65K+28K
RGTI49K+21K
1RG87K+18K
ORLY34K+15K
CELC42K+14K
QLD28K+13K
ADPT356K+12K

Decreased Positions

NameSharesChange
PBI17K-332531
SLDP20K-313411
SPNT139K-86534
FVD102K-58208
NOBL11K-37766
XERS293K-32878
SMAY14K-29951
FTSM154K-26457
FIXD58K-16602
FSCO74K-13309

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Technology0.0% ($1.2078118809222587e+143T)
Industrials0.0% ($1.089910765720245e+84T)
Healthcare0.0% ($5.783470442372792e+65T)
Unknown0.0% ($1.9936686560765268e+54T)
Consumer Cyclical0.0% ($4.357314025311621e+32T)
Consumer Defensive0.0% ($5.6575251455130995e+25T)
Basic Materials0.0% ($62552751584508.4T)
Energy0.0% ($12391028807449.4T)
Utilities0.0% ($1592417366346.2T)
Communication Services0.0% ($301021441210.9T)
Real Estate0.0% ($29311310.5T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 17, 2026$530.0M327
Q3 2025Nov 17, 2025$497.0B319
Q2 2025Aug 14, 2025$447.1B318
Q1 2025May 15, 2025$359.1B277
Q4 2024Feb 14, 2025$408.4B290

Fund Information

CIK0001591097
Most Recent FilingFeb 17, 2026
Number of Filings5

Harvest Investment Services, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $530.0M across 327 holdings. The largest position is FIRST TR EXCHANGE-TRADED FD (LMBS), representing 7.0% of the portfolio. Compared to the previous quarter, the fund opened 73 new positions and closed 65 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.