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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
Page 16 of 18  ·  346 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 GLRY NORTHERN LTS FD TR IV 6,460.0 $240K 0.04% -5K -42.3% $37.11 +9.2%
302 MSC INCOME FUND INC 19,570.0 $238K 0.04% +8K +67.9% $12.18
303 RPRX ROYALTY PHARMA PLC Healthcare 4,958.0 $238K 0.04% NEW $47.97 +10.6%
304 FDT FIRST TR EXCH TRD ALPHDX FD 2,732.0 $237K 0.04% NEW $86.93 +11.7%
305 FLS FLOWSERVE CORP Industrials 3,222.0 $237K 0.04% +163.0 +5.3% $73.51 -6.5%
306 AMD ADVANCED MICRO DEVICES INC Technology 1,161.0 $236K 0.04% +14.0 +1.2% $203.43 +121.0%
307 MTUM ISHARES TR 975.0 $234K 0.04% -94.0 -8.8% $240.14 +25.8%
308 NEE NEXTERA ENERGY INC Utilities 2,515.0 $234K 0.04% NEW $92.91 -3.5%
309 PEP PEPSICO INC Consumer Defensive 1,494.0 $232K 0.04% -46.0 -3.0% $155.29 -4.1%
310 NOC NORTHROP GRUMMAN CORP Industrials 340.0 $232K 0.04% -34.0 -9.1% $682.24 -19.2%
311 T AT&T INC Communication Services 7,977.0 $231K 0.04% NEW $28.99 -14.0%
312 ALB ALBEMARLE CORP Basic Materials 1,283.0 $230K 0.04% NEW $179.53 -5.4%
313 CRWV COREWEAVE INC Technology 2,968.0 $230K 0.04% -224.0 -7.0% $77.47 +38.9%
314 JOUT JOHNSON OUTDOORS INC Consumer Cyclical 4,908.0 $228K 0.04% NEW $46.51 -7.7%
315 FIRST TR EXCHNG TRADED FD VI 9,661.0 $224K 0.04% -369.0 -3.7% $23.15
316 GS GOLDMAN SACHS GROUP INC Financial Services 263.0 $222K 0.04% -129.0 -32.9% $845.99 +16.8%
317 ITW ILLINOIS TOOL WKS INC Industrials 850.0 $221K 0.04% NEW $260.29 -4.0%
318 LIN LINDE PLC Basic Materials 444.0 $220K 0.04% NEW $495.76 +3.8%
319 FTC FIRST TR EXCHANGE-TRADED ALP 1,425.0 $220K 0.04% +78.0 +5.8% $154.14 +15.1%
320 UGL PROSHARES TR II Financial Services 3,534.0 $217K 0.04% NEW $61.46 -7.4%
Page 16 of 18  ·  346 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 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%