DOSSIER · 13F-HR · Q2 2026

Harvest Investment Services, LLC

$647M in tracked AUM across 383 positions as of Q2 2026.

HI
CIK 0001591097 · last filed Jun 30, 2026
Total AUM
$647M
as of Q2 2026
Holdings
383
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Harvest Investment Services, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
LMBS
FIRST TR EXCHANGE-TRADED FD
$45M902K6.9%
02
VSAT
VIASAT INC
$16M173K2.4%
03
GLD
SPDR GOLD TR
$15M40K2.3%
04
SLV
ISHARES SILVER TR
$12M219K1.8%
05
WDC
WESTERN DIGITAL CORP
$11M17K1.7%
06
RDVY
FIRST TR EXCHANGE TRADED FD
$11M131K1.6%
07
SSRM
SSR MINING IN
$10M348K1.5%
08
FTSM
FIRST TR EXCHANGE-TRADED FD
$10M163K1.5%
09
HWM
HOWMET AEROSPACE INC
$9M34K1.4%
10
N00985106
AERCAP HOLDINGS NV
$9M61K1.4%

Filing history

2026Q2Jun 30
$647M 18.3%
383 positionsView →
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
Showing 12 of 31