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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
41	GE	GE AEROSPACE	Industrials	700	$216K	0.04%	SOLD
42	VYM	VANGUARD WHITEHALL FDS	—	1,485	$213K	0.04%	SOLD
43	SLYG	SPDR SERIES TRUST	—	2,199	$207K	0.04%	SOLD
44	EW	EDWARDS LIFESCIENCES CORP	Healthcare	2,364	$202K	0.04%	SOLD
45	IJK	ISHARES TR	—	2,065	$200K	0.04%	SOLD
46	PBI	PITNEY BOWES INC	Industrials	16,854	$178K	0.03%	SOLD
47	MORT	VANECK ETF TRUST	—	13,608	$143K	0.03%	SOLD
48	—	CITY OFFICE REIT INC	—	16,339	$114K	0.02%	SOLD

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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%