DOSSIER · 13F-HR · Q1 2026

Harvest Investment Services, LLC

$547M in tracked AUM across 346 positions as of Q1 2026.

HI
CIK 0001591097 · last filed Mar 31, 2026
Total AUM
$547M
as of Q1 2026
Holdings
346
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Harvest Investment Services, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
LMBS
FIRST TR EXCHANGE-TRADED FD
$45M896K8.2%
02
GLD
SPDR GOLD TR
$18M41K3.3%
03
SLV
ISHARES SILVER TR
$13M197K2.5%
04
SSRM
SSR MINING IN
$10M357K1.9%
05
PLTR
PALANTIR TECHNOLOGIES INC
$9M61K1.6%
06
N00985106
AERCAP HOLDINGS NV
$9M62K1.6%
07
KTOS
KRATOS DEFENSE & SEC SOLUTIO
$8M120K1.5%
08
HWM
HOWMET AEROSPACE INC
$8M35K1.5%
09
FTSM
FIRST TR EXCHANGE-TRADED FD
$8M131K1.4%
10
RDVY
FIRST TR EXCHANGE TRADED FD
$8M115K1.4%

Filing history

2026Q1Mar 31
$547M 3.1%
346 positionsView →
2025Q4Dec 31
$530M 6.6%
327 positionsView →
2025Q3Sep 30
$497M 11.2%
319 positionsView →
2025Q2Jun 30
$447M 24.5%
318 positionsLocked
2025Q1Mar 31
$359M 12.1%
277 positionsLocked
2024Q4Dec 31
$408M 30.6%
290 positionsLocked
2024Q3Sep 30
$313M 24.1%
223 positionsLocked
2024Q2Jun 30
$252M 1.3%
184 positionsLocked
2024Q1Mar 31
$249M 14.6%
167 positionsLocked
2023Q4Dec 31
$217M 39.8%
177 positionsLocked
2023Q3Sep 30
$155M 11.4%
140 positionsLocked
2023Q2Jun 30
$175M 35.7%
159 positionsLocked
Showing 12 of 30