Harvest Investment Services, LLC Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$530.0M

Holdings

327

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (327 positions)

#StockSharesValue% PortfolioType
1
LMBSFIRST TR EXCHANGE-TRADED FD
740,376$37.0M6.98%
2
GQ9SPDR GOLD TR
50,307$19.9M3.76%
3
PLTRPALANTIR TECHNOLOGIES INC
67,953$12.1M2.28%
4
SLVISHARES SILVER TR
184,425$11.9M2.24%
5
KTOSKRATOS DEFENSE & SEC SOLUTIO
143,591$10.9M2.06%
6
AERAERCAP HOLDINGS NV
74,882$10.8M2.03%
7
FTSMFIRST TR EXCHANGE-TRADED FD
154,325$9.2M1.74%
8
APPAPPLOVIN CORP
13,687$9.2M1.74%
9
RDVYFIRST TR EXCHANGE TRADED FD
108,716$7.6M1.42%
10
HWMHOWMET AEROSPACE INC
35,130$7.2M1.36%
11
NDQINVESCO QQQ TR
11,176$6.9M1.30%
12
SSRMSSR MINING IN
285,316$6.3M1.18%
13
IDIINTERDIGITAL INC
19,086$6.1M1.15%
14
APHAMPHENOL CORP NEW
43,459$5.9M1.11%
15
FDLFIRST TR EXCHANGE-TRADED FD
130,666$5.8M1.09%
16
ADPTADAPTIVE BIOTECHNOLOGIES COR
356,114$5.8M1.09%
17
NVDANVIDIA CORPORATION
30,698$5.7M1.08%
18
LAURLAUREATE EDUCATION INC
168,025$5.7M1.07%
19
SPYSPDR S&P 500 ETF TR
8,236$5.6M1.06%
20
1RGREV GROUP INC
86,613$5.3M0.99%
21
COKECOCA COLA CONS INC
34,254$5.3M0.99%
22
AAPLAPPLE INC
18,625$5.1M0.96%
23
AVGOBROADCOM INC
14,124$4.9M0.92%
24
FVDFIRST TR EXCHANGE-TRADED FD
102,231$4.7M0.89%
25
RYTMRHYTHM PHARMACEUTICALS INC
43,953$4.7M0.89%
26
COSTCOSTCO WHSL CORP NEW
5,278$4.6M0.86%
27
CLOIVANECK ETF TRUST
85,376$4.5M0.85%
28
AXONAXON ENTERPRISE INC
7,876$4.5M0.84%
29
CASYCASEYS GEN STORES INC
7,883$4.4M0.82%
30
CELCCELCUITY INC
42,485$4.2M0.80%
31
VSATVIASAT INC
119,863$4.1M0.78%
32
PSLV/USPROTT ASSET MANAGEMENT LP
173,665$4.1M0.77%
33
CWCURTISS WRIGHT CORP
7,279$4.0M0.76%
34
QBTSD-WAVE QUANTUM INC
150,049$3.9M0.74%
35
VSECVSE CORP
22,698$3.9M0.74%
36
FTSLFIRST TR EXCHANGE-TRADED FD
84,177$3.9M0.73%
37
TDIVFIRST TR EXCHANGE TRADED FD
39,836$3.9M0.73%
38
SNEXSTONEX GROUP INC
39,522$3.8M0.71%
39
AZZAZZ INC
34,681$3.7M0.70%
40
AWIARMSTRONG WORLD INDS INC NEW
19,365$3.7M0.70%
41
6RJ0ROCKET LAB CORP
52,005$3.6M0.68%
42
BUFRFIRST TR EXCHNG TRADED FD VI
103,729$3.6M0.67%
43
DGRWWISDOMTREE TR
37,466$3.4M0.63%
44
FDECFIRST TR EXCHNG TRADED FD VI
64,988$3.3M0.63%
45
WWDWOODWARD INC
10,641$3.2M0.61%
46
ORLYOREILLY AUTOMOTIVE INC
34,431$3.1M0.59%
47
FGDFIRST TR EXCHANGE TRADED FD
103,435$3.1M0.59%
48
CDTXCIDARA THERAPEUTICS INC
14,045$3.1M0.59%
49
USFDUS FOODS HLDG CORP
41,157$3.1M0.58%
50
OSISOSI SYSTEMS INC
11,989$3.1M0.58%
51
SPNTSIRIUSPOINT LTD
138,551$3.0M0.57%
52
ANGXANGEL STUDIOS INC
644,703$3.0M0.57%
53
KNGZFIRST TR EXCHANGE TRADED FD
81,882$2.9M0.55%
54
WELLWELLTOWER INC
15,792$2.9M0.55%
55
WDCWESTERN DIGITAL CORP
16,767$2.9M0.54%
56
HCIHCI GROUP INC
14,755$2.8M0.53%
57
LLYELI LILLY & CO
2,599$2.8M0.53%
58
LINCLINCOLN EDL SVCS CORP
114,900$2.8M0.52%
59
HLHECLA MNG CO
143,393$2.8M0.52%
60
FIXDFIRST TR EXCHNG TRADED FD VI
57,539$2.5M0.48%
61
TSMTAIWAN SEMICONDUCTOR MFG LTD
8,338$2.5M0.48%
62
CVNACARVANA CO
5,999$2.5M0.48%
63
MSFTMICROSOFT CORP
5,034$2.4M0.46%
64
EFAISHARES TR
24,285$2.3M0.44%
65
XERSXERIS BIOPHARMA HOLDINGS INC
292,677$2.3M0.43%
66
SDVYFIRST TR EXCHANGE-TRADED FD
58,535$2.2M0.42%
67
IWMISHARES TR
8,862$2.2M0.41%
68
GOOGLALPHABET INC
6,851$2.1M0.40%
69
IVWISHARES TR
16,976$2.1M0.39%
70
DAVEDAVE INC
8,959$2.0M0.37%
71
HYLSFIRST TR EXCHANGE-TRADED FD
46,970$2.0M0.37%
72
QLDPROSHARES TR
27,612$1.9M0.37%
73
CNEQTHE ALGER ETF TRUST
55,390$1.9M0.36%
74
MDIVFIRST TR EXCHANGE TRADED FD
118,486$1.9M0.35%
75
EEMISHARES TR
33,148$1.8M0.34%
76
UPSUNITED PARCEL SERVICE INC
18,223$1.8M0.34%
77
DONSPDR DOW JONES INDL AVERAGE
3,710$1.8M0.34%
78
MDYSPDR S&P MIDCAP 400 ETF TR
2,895$1.7M0.33%
79
KODKODIAK SCIENCES INC
61,983$1.7M0.33%
80
IWFISHARES TR
3,638$1.7M0.32%
81
OLMAOLEMA PHARMACEUTICALS INC
68,723$1.7M0.32%
82
CCBCOASTAL FINL CORP WA
14,607$1.7M0.32%
83
IVVISHARES TR
2,381$1.6M0.31%
84
AMZNAMAZON COM INC
7,024$1.6M0.31%
85
SSNCSS&C TECHNOLOGIES HLDGS INC
18,439$1.6M0.30%
86
VSTVISTRA CORP
9,869$1.6M0.30%
87
XFEBFIRST TR EXCH TRADED FD III
86,881$1.6M0.30%
88
AIRRFIRST TR EXCHANGE TRADED FD
15,709$1.5M0.29%
89
FOCTFIRST TR EXCHNG TRADED FD VI
31,473$1.5M0.29%
90
EYENATIONAL VISION HLDGS INC
57,184$1.5M0.28%
91
GHGUARDANT HEALTH INC
14,417$1.5M0.28%
92
FSKFS KKR CAP CORP
96,485$1.4M0.27%
93
VRTVERTIV HOLDINGS CO
8,484$1.4M0.26%
94
SNOWSNOWFLAKE INC
6,182$1.4M0.26%
95
BIBLNORTHERN LTS FD TR IV
29,912$1.3M0.25%
96
TERNTERNS PHARMACEUTICALS INC
33,286$1.3M0.25%
97
DOCTFIRST TR EXCHNG TRADED FD VI
29,759$1.3M0.25%
98
AHRAMERICAN HEALTHCARE REIT INC
27,845$1.3M0.25%
99
ABBVABBVIE INC
5,708$1.3M0.25%
100
EDOWFIRST TR EXCHANGE-TRADED FD
31,442$1.3M0.24%
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