HARVEST INVESTMENT SERVICES, LLC

PrivateCIK: 1591097
Location

OAKBROOK TERRACE, IL

📋 What this filing means

HARVEST INVESTMENT SERVICES, LLC filed this quarterly 13F‑HR report disclosing 383 equity positions with a total reported market value of $646.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

383
Positions
$646.87M
Total AUM (reported)
12.69M
Total Shares

Allocation by class

TOTAL AUM$646.87M383 positions
COM$282.17M43.6%
FST LOW OPPT EFT$44.91M6.9%
COM NEW$26.63M4.1%
SHS$23.48M3.6%
GOLD SHS$14.72M2.3%
COM CL A$14.53M2.2%
CL A$12.49M1.9%

Portfolio Concentration

Top 311.6%4–1010.9%11–2514.8%Rest62.7%TOP 1022.5%0%100%
Top 3$75.15M11.6%
4–10$70.67M10.9%
11–25$95.67M14.8%
Rest$405.37M62.7%

Top 3 weight

11.6%

Top 10 weight

22.5%

Voting Authority Distribution

Total shares with voting rights: 12.69M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

12.69M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole383
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings383
Rows:

FIRST TR EXCHANGE-TRADED FD

SOLE
FST LOW OPPT EFT
Shares902.11K
TypeSH
Market value$44.91M
6.94%
Sole
0.00
Shared
0.00
None
902.11K

VIASAT INC

SOLE
COM
Shares172.88K
TypeSH
Market value$15.53M
2.40%
Sole
0.00
Shared
0.00
None
172.88K

SPDR GOLD TR

SOLE
GOLD SHS
Shares39.95K
TypeSH
Market value$14.72M
2.28%
Sole
0.00
Shared
0.00
None
39.95K

ISHARES SILVER TR

SOLE
ISHARES
Shares219.16K
TypeSH
Market value$11.72M
1.81%
Sole
0.00
Shared
0.00
None
219.16K

WESTERN DIGITAL CORP

SOLE
COM
Shares16.96K
TypeSH
Market value$10.83M
1.67%
Sole
0.00
Shared
0.00
None
16.96K

FIRST TR EXCHANGE TRADED FD

SOLE
RISNG DIVD ACHIV
Shares130.81K
TypeSH
Market value$10.60M
1.64%
Sole
0.00
Shared
0.00
None
130.81K

SSR MINING IN

SOLE
COM
Shares348.15K
TypeSH
Market value$9.85M
1.52%
Sole
0.00
Shared
0.00
None
348.15K

FIRST TR EXCHANGE-TRADED FD

SOLE
FIRST TR ENH NEW
Shares163.02K
TypeSH
Market value$9.74M
1.51%
Sole
0.00
Shared
0.00
None
163.02K

HOWMET AEROSPACE INC

SOLE
COM
Shares33.91K
TypeSH
Market value$9.12M
1.41%
Sole
0.00
Shared
0.00
None
33.91K

AERCAP HOLDINGS NV

SOLE
SHS
Shares60.51K
TypeSH
Market value$8.82M
1.36%
Sole
0.00
Shared
0.00
None
60.51K

LINCOLN EDL SVCS CORP

SOLE
COM
Shares152.01K
TypeSH
Market value$7.59M
1.17%
Sole
0.00
Shared
0.00
None
152.01K

LUMENTUM HLDGS INC

SOLE
COM
Shares8.83K
TypeSH
Market value$7.57M
1.17%
Sole
0.00
Shared
0.00
None
8.83K

CASEYS GEN STORES INC

SOLE
COM
Shares9.04K
TypeSH
Market value$7.18M
1.11%
Sole
0.00
Shared
0.00
None
9.04K

STONEX GROUP INC

SOLE
COM
Shares56.94K
TypeSH
Market value$6.75M
1.04%
Sole
0.00
Shared
0.00
None
56.94K

TTM TECHNOLOGIES INC

SOLE
COM
Shares35.50K
TypeSH
Market value$6.64M
1.03%
Sole
0.00
Shared
0.00
None
35.50K

FIRST TR EXCHANGE-TRADED FD

SOLE
SHS
Shares136.13K
TypeSH
Market value$6.62M
1.02%
Sole
0.00
Shared
0.00
None
136.13K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares8.83K
TypeSH
Market value$6.50M
1.01%
Sole
0.00
Shared
0.00
None
8.83K

COCA COLA CONS INC

SOLE
COM
Shares33.14K
TypeSH
Market value$6.33M
0.98%
Sole
0.00
Shared
0.00
None
33.14K

CELCUITY INC

SOLE
COM
Shares59.75K
TypeSH
Market value$6.25M
0.97%
Sole
0.00
Shared
0.00
None
59.75K

PALANTIR TECHNOLOGIES INC

SOLE
CL A
Shares52.41K
TypeSH
Market value$6.11M
0.95%
Sole
0.00
Shared
0.00
None
52.41K

LAUREATE ED INC

SOLE
COMMON STOCK
Shares168.14K
TypeSH
Market value$6.11M
0.94%
Sole
0.00
Shared
0.00
None
168.14K

NVIDIA CORPORATION

SOLE
COM
Shares30.25K
TypeSH
Market value$6.05M
0.94%
Sole
0.00
Shared
0.00
None
30.25K

SIRIUSPOINT LTD

SOLE
COM
Shares234.41K
TypeSH
Market value$5.63M
0.87%
Sole
0.00
Shared
0.00
None
234.41K

KRATOS DEFENSE & SEC SOLUTIO

SOLE
COM NEW
Shares104.14K
TypeSH
Market value$5.19M
0.80%
Sole
0.00
Shared
0.00
None
104.14K

APPLE INC

SOLE
COM
Shares17.80K
TypeSH
Market value$5.15M
0.80%
Sole
0.00
Shared
0.00
None
17.80K
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