Harvest Investment Services, LLC Top Holdings and 13F Report (2026)

About Harvest Investment Services, LLC

Investment Activity

Harvest Investment Services, LLC has $546.68 million in total holdings as of March 31, 2026.
Harvest Investment Services, LLC owns shares of 346 different stocks, but just 114 companies or ETFs make up 80% of its holdings.
Approximately 18.08% of the portfolio was purchased this quarter.
About 16.97% of the portfolio was sold this quarter.
This quarter, Harvest Investment Services, LLC has purchased 327 new stocks and bought additional shares in 125 stocks.
Harvest Investment Services, LLC sold shares of 139 stocks and completely divested from 48 stocks this quarter.

Largest Holdings

First Trust Low Duration Opportunities ETF: $44,612,398
SPDR Gold Shares: $17,788,404
iShares Silver Trust: $13,416,713
Silver Standard Resources: $10,489,981
PALANTIR TECHNOLOGIES INC: $8,934,490

Largest New Holdings this Quarter

23345M107 - DT Midstream: $2,775,414 Holding
022307102 - ALUMIS INC: $2,199,696 Holding
697900108 - Pan American Silver: $2,148,980 Holding
093712107 - Bloom Energy: $2,036,008 Holding
32076V103 - First Majestic Silver: $1,876,622 Holding

Largest Purchases this Quarter

First Trust Low Duration Opportunities ETF: 155,275 shares (about $7.73M)
DT Midstream: 20,609 shares (about $2.78M)
ALUMIS INC: 99,850 shares (about $2.20M)
Hecla Mining: 116,888 shares (about $2.18M)
Pan American Silver: 39,337 shares (about $2.15M)

Largest Sales this Quarter

SPDR Gold Shares: 8,967 shares (about $3.86M)
iShares MSCI EAFE ETF: 18,024 shares (about $1.75M)
Aercap: 12,657 shares (about $1.74M)
Kratos Defense & Security Solutions: 24,090 shares (about $1.70M)
SPDR S&P 500 ETF Trust: 2,605 shares (about $1.69M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
LMBS First Trust Low Duration Opportunities ETF	$44,612,398	$7,734,252 â–²	21.0%	895,651	8.2%	Manufacturing
GLD SPDR Gold Shares	$17,788,404	$3,858,457 â–¼	-17.8%	41,340	3.3%	Finance
SLV iShares Silver Trust	$13,416,713	$849,979 â–²	6.8%	196,899	2.5%	ETF
SSRM Silver Standard Resources	$10,489,981	$2,109,557 â–²	25.2%	357,137	1.9%	Basic Materials
PALANTIR TECHNOLOGIES INC	$8,934,490	$1,005,675 â–¼	-10.1%	61,078	1.6%	CL A
AER Aercap	$8,536,026	$1,736,287 â–¼	-16.9%	62,225	1.6%	Transportation
KTOS Kratos Defense & Security Solutions	$8,426,016	$1,698,586 â–¼	-16.8%	119,501	1.5%	Aerospace
HWM Howmet Aerospace	$8,135,238	$39,178 â–²	0.5%	35,300	1.5%	Aerospace
FTSM First Trust Enhanced Short Maturity ETF	$7,849,444	$1,376,141 â–¼	-14.9%	131,305	1.4%	Manufacturing
RDVY First Trust Rising Dividend Achievers ETF	$7,822,263	$399,099 â–²	5.4%	114,561	1.4%	Manufacturing
VSAT Viasat	$7,599,182	$2,109,456 â–²	38.4%	165,921	1.4%	Computer and Technology
LAUR Laureate Education	$6,856,756	$1,002,765 â–²	17.1%	196,807	1.3%	Consumer Discretionary
FDL First Trust Morningstar Dividend Leaders Index Fund	$6,657,113	$19,253 â–²	0.3%	131,045	1.2%	ETF
LINC Lincoln Educational Services	$6,332,615	$1,658,483 â–²	35.5%	155,669	1.2%	Consumer Discretionary
COKE Coca-Cola Consolidated	$6,316,348	$251,565 â–¼	-3.8%	32,942	1.2%	Consumer Staples
IDCC InterDigital	$6,307,572	$543,600 â–²	9.4%	20,886	1.2%	Computer and Technology
CELC Celcuity	$6,210,015	$1,360,777 â–²	28.1%	54,407	1.1%	Medical
APH Amphenol	$6,101,189	$610,144 â–²	11.1%	48,288	1.1%	Computer and Technology
QQQ Invesco QQQ	$5,846,297	$604,312 â–¼	-9.4%	10,129	1.1%	Finance
CASY Casey's General Stores	$5,697,688	$40,032 â–¼	-0.7%	7,828	1.0%	Retail/Wholesale
WDC Western Digital	$5,583,731	$1,048,420 â–²	23.1%	20,643	1.0%	Computer and Technology
NVDA NVIDIA	$5,434,135	$80,398 â–²	1.5%	31,159	1.0%	Computer and Technology
VSEC VSE	$5,324,919	$1,139,408 â–²	27.2%	28,877	1.0%	Construction
CW Curtiss-Wright	$4,944,250	$13,622 â–¼	-0.3%	7,259	0.9%	Aerospace
HL Hecla Mining	$4,849,035	$2,177,623 â–²	81.5%	260,281	0.9%	Basic Materials
FVD First Trust Value Line Dividend Index Fund	$4,805,643	$2,304 â–¼	0.0%	102,182	0.9%	ETF
WWD Woodward	$4,596,409	$787,782 â–²	20.7%	12,842	0.8%	Aerospace
AAPL Apple	$4,586,638	$140,350 â–¼	-3.0%	18,072	0.8%	Computer and Technology
SPNT SiriusPoint	$4,422,313	$1,437,924 â–²	48.2%	205,307	0.8%	Finance
COST Costco Wholesale	$4,339,513	$919,718 â–¼	-17.5%	4,355	0.8%	Retail/Wholesale
AVGO Broadcom	$4,311,518	$60,046 â–¼	-1.4%	13,930	0.8%	Computer and Technology
RYTM Rhythm Pharmaceuticals	$4,215,262	$392,670 â–²	10.3%	48,468	0.8%	Medical
SNEX StoneX Group	$4,150,330	$962,880 â–²	30.2%	51,461	0.8%	Finance
AZZ AZZ	$4,066,725	$272,909 â–¼	-6.3%	32,500	0.7%	Industrials
OSIS OSI Systems	$4,043,983	$860,783 â–²	27.0%	15,231	0.7%	Computer and Technology
FDEC FT Vest U.S. Equity Buffer ETF - December	$3,959,850	$728,647 â–²	22.6%	79,643	0.7%	ETF
ROCKET LAB CORP	$3,863,411	$523,650 â–²	15.7%	60,159	0.7%	COM
WELL Welltower	$3,786,937	$664,701 â–²	21.3%	19,154	0.7%	Finance
TDIV First Trust NASDAQ Technology Dividend Index Fund	$3,782,226	$51,139 â–²	1.4%	40,382	0.7%	Manufacturing
SPY SPDR S&P 500 ETF Trust	$3,662,173	$1,694,186 â–¼	-31.6%	5,631	0.7%	Finance
CLOI VanEck CLO ETF	$3,543,170	$956,201 â–¼	-21.3%	67,232	0.6%	ETF
FGD First Trust Dow Jones Global Select Dividend Index Fund	$3,361,375	$58,687 â–²	1.8%	105,273	0.6%	ETF
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$3,321,109	$30,042 â–²	0.9%	37,808	0.6%	Manufacturing
AWI Armstrong World Industries	$3,290,232	$98,880 â–²	3.1%	19,965	0.6%	Construction
BUFR FT Vest Laddered Buffer ETF	$3,266,234	$236,694 â–¼	-6.8%	96,720	0.6%	ETF
SPROTT ASSET MANAGEMENT LP	$3,241,407	$994,283 â–¼	-23.5%	132,899	0.6%	PHYSICAL SILVER
TTMI TTM Technologies	$3,031,710	$1,904,658 â–²	169.0%	31,120	0.6%	Computer and Technology
LASR nLight	$3,008,717	$1,440,268 â–²	91.8%	52,766	0.6%	Computer and Technology
RNDV First Trust S&P 500 Diversified Dividend Aristocrats ETF	$2,998,577	$48,884 â–²	1.7%	83,239	0.5%	ETF
FTSL First Trust Senior Loan ETF	$2,978,999	$792,160 â–¼	-21.0%	66,495	0.5%	Manufacturing
ORLY O'Reilly Automotive	$2,976,074	$202,251 â–¼	-6.4%	32,240	0.5%	Retail/Wholesale
IWM iShares Russell 2000 ETF	$2,954,418	$756,462 â–²	34.4%	11,912	0.5%	Finance
PL Planet Labs PBC	$2,799,696	$1,758,866 â–²	169.0%	100,168	0.5%	Computer and Technology
DTM DT Midstream	$2,775,414	$2,775,414 â–²	New Holding	20,609	0.5%	Energy
USFD US Foods	$2,769,896	$1,025,191 â–¼	-27.0%	30,039	0.5%	Consumer Staples
TERN Terns Pharmaceuticals	$2,735,483	$980,645 â–²	55.9%	51,887	0.5%	Medical
KOD Kodiak Sciences	$2,719,824	$357,032 â–²	15.1%	71,349	0.5%	Medical
TSM Taiwan Semiconductor Manufacturing	$2,682,647	$135,180 â–¼	-4.8%	7,938	0.5%	Computer and Technology
LITE Lumentum	$2,539,072	$1,212,261 â–²	91.4%	3,613	0.5%	Computer and Technology
WPM Wheaton Precious Metals	$2,427,943	$2,082,591 â–²	603.0%	18,532	0.4%	Basic Materials
FIXD First Trust TCW Opportunistic Fixed Income ETF	$2,422,469	$85,699 â–¼	-3.4%	55,573	0.4%	Manufacturing
ATRO Astronics	$2,411,822	$1,458,451 â–²	153.0%	36,143	0.4%	Aerospace
SDVY First Trust SMID Cap Rising Dividend Achievers ETF	$2,389,885	$81,818 â–²	3.5%	60,610	0.4%	ETF
CIEN Ciena	$2,270,369	$602,921 â–²	36.2%	5,848	0.4%	Computer and Technology
LLY Eli Lilly and Company	$2,239,349	$151,805 â–¼	-6.3%	2,434	0.4%	Medical
ALUMIS INC	$2,199,696	$2,199,696 â–²	New Holding	99,850	0.4%	COM
PAAS Pan American Silver	$2,148,980	$2,148,980 â–²	New Holding	39,337	0.4%	Basic Materials
VRT Vertiv	$2,099,109	$26,812 â–¼	-1.3%	8,377	0.4%	Computer and Technology
ANGEL STUDIOS INC	$2,089,064	$122,720 â–²	6.2%	684,939	0.4%	CL A COM
STOK Stoke Therapeutics	$2,046,005	$797,427 â–²	63.9%	62,838	0.4%	Medical
BE Bloom Energy	$2,036,008	$2,036,008 â–²	New Holding	15,027	0.4%	Energy
COGT Cogent Biosciences	$1,958,718	$775,612 â–²	65.6%	50,889	0.4%	Medical
GOOGL Alphabet	$1,950,676	$19,556 â–¼	-1.0%	6,783	0.4%	Computer and Technology
IVW iShares S&P 500 Growth ETF	$1,913,501	$6,674 â–¼	-0.3%	16,917	0.4%	ETF
AIRR First Trust RBA American Industrial Renaissance ETF	$1,895,798	$155,537 â–²	8.9%	17,113	0.3%	Manufacturing
QDEC FT Vest Nasdaq-100 Buffer ETF - December	$1,882,000	$974,819 â–²	107.5%	59,822	0.3%	ETF
AG First Majestic Silver	$1,876,622	$1,876,622 â–²	New Holding	87,366	0.3%	Basic Materials
MDIV First Trust Multi-Asset Diversified Income Index Fund	$1,864,260	$51,663 â–¼	-2.7%	115,291	0.3%	Manufacturing
MSFT Microsoft	$1,842,936	$20,732 â–¼	-1.1%	4,978	0.3%	Computer and Technology
HYLS First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF	$1,803,052	$102,563 â–¼	-5.4%	44,442	0.3%	Manufacturing
UPS United Parcel Service	$1,797,107	$4,329 â–²	0.2%	18,267	0.3%	Transportation
AMERICAS GOLD AND SILVER COR	$1,759,406	$1,759,406 â–²	New Holding	337,051	0.3%	COM NEW
EEM iShares MSCI Emerging Markets ETF	$1,753,618	$128,856 â–¼	-6.8%	30,879	0.3%	Finance
IJS iShares S&P Small-Cap 600 Value ETF	$1,730,791	$1,730,791 â–²	New Holding	14,612	0.3%	ETF
THE ALGER ETF TRUST	$1,727,596	$3,859 â–²	0.2%	55,514	0.3%	CONCENTRATED EQT
SIL Global X Silver Miners ETF	$1,634,321	$1,634,321 â–²	New Holding	18,143	0.3%	ETF
KLAC KLA	$1,596,092	$54,479 â–²	3.5%	1,084	0.3%	Computer and Technology
SVM Silvercorp Metals	$1,531,986	$1,531,986 â–²	New Holding	142,643	0.3%	Basic Materials
FPE First Trust Preferred Securities and Income ETF	$1,514,120	$28,027 â–¼	-1.8%	85,302	0.3%	ETF
AMZN Amazon.com	$1,512,665	$49,777 â–²	3.4%	7,263	0.3%	Retail/Wholesale
CENX Century Aluminum	$1,509,507	$1,509,507 â–²	New Holding	25,720	0.3%	Industrials
EYE National Vision	$1,503,366	$22,300 â–²	1.5%	58,045	0.3%	Consumer Staples
QLD ProShares Ultra QQQ	$1,498,653	$185,685 â–¼	-11.0%	24,568	0.3%	ETF
DAVE Dave	$1,480,984	$78,689 â–¼	-5.0%	8,507	0.3%	Business Services
IWF iShares Russell 1000 Growth ETF	$1,475,344	$75,899 â–¼	-4.9%	3,460	0.3%	ETF
CIFR Cipher Mining	$1,472,611	$564,813 â–²	62.2%	114,422	0.3%	Business Services
CDE Coeur Mining	$1,458,917	$1,458,917 â–²	New Holding	77,726	0.3%	Basic Materials
NFG National Fuel Gas	$1,452,498	$2,349 â–¼	-0.2%	15,458	0.3%	Energy
FOCT FT Vest U.S. Equity Buffer ETF - October	$1,427,968	$72,664 â–¼	-4.8%	29,949	0.3%	ETF
WMB Williams Companies	$1,383,984	$839,881 â–²	154.4%	19,016	0.3%	Energy

Showing largest 100 holdings. View all holdings.

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Harvest Investment Services, LLC Top Holdings and 13F Report (2026)

About Harvest Investment Services, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Harvest Investment Services, LLC Top Holdings and 13F Report (2026)

About Harvest Investment Services, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofHarvest Investment Services, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools