Harvest Investment Services, LLC Top Holdings and 13F Report (2025)

About Harvest Investment Services, LLC

Investment Activity

Harvest Investment Services, LLC has $408.37 million in total holdings as of December 31, 2024.
Harvest Investment Services, LLC owns shares of 290 different stocks, but just 104 companies or ETFs make up 80% of its holdings.
Approximately 30.89% of the portfolio was purchased this quarter.
About 11.04% of the portfolio was sold this quarter.
This quarter, Harvest Investment Services, LLC has purchased 223 new stocks and bought additional shares in 106 stocks.
Harvest Investment Services, LLC sold shares of 68 stocks and completely divested from 40 stocks this quarter.

Largest Holdings

First Trust Low Duration Opportunities ETF: $22,155,051
First Trust Enhanced Short Maturity ETF: $13,424,568
PALANTIR TECHNOLOGIES INC: $9,616,203
NVIDIA: $9,207,969
Broadcom: $9,079,972

Largest New Holdings this Quarter

ARISTA NETWORKS INC: $2,811,662 Holding
NRG Energy: $2,233,581 Holding
Edgewise Therapeutics: $2,119,473 Holding
SUPER MICRO COMPUTER INC: $2,003,298 Holding
First Trust Dorsey Wright Focus 5 ETF: $1,888,918 Holding

Largest Purchases this Quarter

Costco Wholesale: 3,330 shares (about $3.05M)
ARISTA NETWORKS INC: 25,438 shares (about $2.81M)
SkyWest: 25,646 shares (about $2.57M)
Sprouts Farmers Market: 19,286 shares (about $2.45M)
iShares Silver Trust: 90,644 shares (about $2.39M)

Largest Sales this Quarter

Vertiv: 20,428 shares (about $2.32M)
iShares MSCI EAFE ETF: 26,440 shares (about $2.00M)
Invesco QQQ: 3,851 shares (about $1.97M)
APPLOVIN CORP: 5,439 shares (about $1.76M)
Advanced Micro Devices: 12,882 shares (about $1.56M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
LMBS First Trust Low Duration Opportunities ETF	$22,155,051	$676,512 ▲	3.1%	455,210	5.4%	Manufacturing
FTSM First Trust Enhanced Short Maturity ETF	$13,424,568	$452,996 ▲	3.5%	224,604	3.3%	Manufacturing
PALANTIR TECHNOLOGIES INC	$9,616,203	$1,929,775 ▲	25.1%	127,148	2.4%	CL A
NVDA NVIDIA	$9,207,969	$422,475 ▲	4.8%	68,568	2.3%	Computer and Technology
AVGO Broadcom	$9,079,972	$25,966 ▲	0.3%	39,165	2.2%	Computer and Technology
APPLOVIN CORP	$7,576,974	$1,761,311 ▼	-18.9%	23,398	1.9%	COM CL A
GLD SPDR Gold Shares	$7,366,926	$562,217 ▲	8.3%	30,426	1.8%	Finance
FVD First Trust Value Line Dividend Index Fund	$6,667,209	$10,299 ▲	0.2%	152,777	1.6%	ETF
SPY SPDR S&P 500 ETF Trust	$6,302,528	$129,520 ▲	2.1%	10,754	1.5%	Finance
DECK Deckers Outdoor	$6,058,987	$122,666 ▼	-2.0%	29,834	1.5%	Retail/Wholesale
FDL First Trust Morningstar Dividend Leaders Index	$6,035,679	$26,209 ▲	0.4%	149,918	1.5%	ETF
COST Costco Wholesale	$5,966,817	$3,051,213 ▲	104.7%	6,512	1.5%	Retail/Wholesale
MOD Modine Manufacturing	$5,473,287	$1,839,577 ▲	50.6%	47,212	1.3%	Auto/Tires/Trucks
SFM Sprouts Farmers Market	$5,325,250	$2,450,672 ▲	85.3%	41,908	1.3%	Retail/Wholesale
SKYW SkyWest	$5,212,367	$2,567,934 ▲	97.1%	52,056	1.3%	Transportation
BUFR FT Vest Laddered Buffer ETF	$5,203,270	$1,341,777 ▲	34.7%	170,767	1.3%	ETF
NOBL ProShares S&P 500 Aristocrats ETF	$4,832,078	$47,187 ▲	1.0%	48,539	1.2%	ETF
FTSL First Trust Senior Loan ETF	$4,540,067	$214,784 ▲	5.0%	98,185	1.1%	Manufacturing
FIX Comfort Systems USA	$4,290,639	$1,841,693 ▲	75.2%	10,118	1.1%	Construction
QQQ Invesco QQQ	$4,225,082	$1,968,638 ▼	-31.8%	8,265	1.0%	Finance
RDVY First Trust NASDAQ Rising Dividend Achievers	$4,070,016	$171,033 ▲	4.4%	68,820	1.0%	Manufacturing
AJG Arthur J. Gallagher & Co.	$3,959,479	$1,073,820 ▲	37.2%	13,949	1.0%	Finance
CLOI VanEck CLO ETF	$3,939,756	$615,668 ▲	18.5%	74,659	1.0%	ETF
PWR Quanta Services	$3,934,981	$2,277,997 ▲	137.5%	12,451	1.0%	Construction
FSK FS KKR Capital	$3,895,140	$412,767 ▲	11.9%	179,334	1.0%	Finance
TDIV First Trust NASDAQ Technology Dividend Index Fund	$3,866,919	$40,093 ▼	-1.0%	49,285	0.9%	Manufacturing
LMB Limbach	$3,783,434	$1,503,793 ▲	66.0%	44,230	0.9%	Construction
STRL Sterling Infrastructure	$3,630,940	$2,137,631 ▲	143.1%	21,555	0.9%	Construction
DIA SPDR Dow Jones Industrial Average ETF Trust	$3,563,614	$1,610,115 ▲	82.4%	8,375	0.9%	Finance
PHM PulteGroup	$3,513,672	$1,955,307 ▲	125.5%	32,265	0.9%	Construction
GJUN FT Cboe Vest U.S. Equity Moderate Buffer ETF - June	$3,510,720	$850,212 ▲	32.0%	97,520	0.9%	ETF
COKE Coca-Cola Consolidated	$3,313,866	$1,879,957 ▲	131.1%	2,630	0.8%	Consumer Staples
CRS Carpenter Technology	$3,305,442	$886,565 ▲	36.7%	19,477	0.8%	Basic Materials
AAPL Apple	$3,209,946	$712,459 ▼	-18.2%	12,818	0.8%	Computer and Technology
SLV iShares Silver Trust	$3,057,821	$2,386,646 ▲	355.6%	116,135	0.7%	ETF
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$2,961,226	$42,650 ▲	1.5%	36,590	0.7%	Manufacturing
FSIG First Trust Limited Duration Investment Grade Corporate ETF	$2,899,470	$170,056 ▼	-5.5%	153,655	0.7%	ETF
ARISTA NETWORKS INC	$2,811,662	$2,811,662 ▲	New Holding	25,438	0.7%	COM SHS
HYLS First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF	$2,768,564	$161,972 ▼	-5.5%	66,987	0.7%	Manufacturing
MSTR MicroStrategy	$2,767,898	$546,513 ▲	24.6%	9,557	0.7%	Computer and Technology
CVNA Carvana	$2,683,539	$1,436,942 ▲	115.3%	13,196	0.7%	Retail/Wholesale
HWM Howmet Aerospace	$2,536,843	$1,800,781 ▲	244.7%	23,195	0.6%	Aerospace
RDVI FT Vest Rising Dividend Achievers Target Income ETF	$2,535,407	$866,628 ▲	51.9%	104,596	0.6%	ETF
SDVY First Trust SMID Cap Rising Dividend Archievers ETF	$2,530,528	$61,303 ▲	2.5%	70,587	0.6%	ETF
EME EMCOR Group	$2,518,691	$785,247 ▲	45.3%	5,549	0.6%	Construction
FIRST TR EXCHANGE-TRADED FD	$2,504,696	$193,580 ▼	-7.2%	122,479	0.6%	INTERMEDIATE DUR
VRT Vertiv	$2,486,014	$2,320,825 ▼	-48.3%	21,882	0.6%	Computer and Technology
CEG Constellation Energy	$2,477,842	$2,186,121 ▲	749.4%	11,076	0.6%	Energy
UPS United Parcel Service	$2,433,889	$176,542 ▲	7.8%	19,301	0.6%	Transportation
FDEC FT Vest U.S. Equity Buffer ETF - December	$2,312,417	$1,128,104 ▲	95.3%	51,877	0.6%	ETF
NRG NRG Energy	$2,233,581	$2,233,581 ▲	New Holding	24,757	0.5%	Utilities
IWM iShares Russell 2000 ETF	$2,176,283	$115,344 ▲	5.6%	9,849	0.5%	Finance
ADMA ADMA Biologics	$2,158,619	$617,829 ▲	40.1%	125,867	0.5%	Medical
IVW iShares S&P 500 Growth ETF	$2,144,542	$160,521 ▼	-7.0%	21,122	0.5%	ETF
IVE iShares S&P 500 Value ETF	$2,127,739	$1,709,712 ▲	409.0%	11,147	0.5%	ETF
EWTX Edgewise Therapeutics	$2,119,473	$2,119,473 ▲	New Holding	79,381	0.5%	Medical
RDNT RadNet	$2,061,816	$1,000,597 ▲	94.3%	29,522	0.5%	Medical
LLY Eli Lilly and Company	$2,054,082	$56,350 ▼	-2.7%	2,661	0.5%	Medical
SUPER MICRO COMPUTER INC	$2,003,298	$2,003,298 ▲	New Holding	65,725	0.5%	COM NEW
PSQH PSQ	$1,937,618	$1,008,066 ▲	108.4%	426,788	0.5%	Retail/Wholesale
IESC IES	$1,908,517	$1,238,717 ▲	184.9%	9,497	0.5%	Computer and Technology
SMAY FT Cboe Vest U.S. Small Cap Moderate Buffer ETF - May	$1,904,269	$351,076 ▲	22.6%	76,816	0.5%	ETF
FGD First Trust DJ Global Select Dividend Index Fund	$1,902,002	$19,682 ▲	1.0%	85,522	0.5%	ETF
FV First Trust Dorsey Wright Focus 5 ETF	$1,888,918	$1,888,918 ▲	New Holding	31,983	0.5%	Manufacturing
TOL Toll Brothers	$1,888,756	$1,705,750 ▲	932.1%	14,996	0.5%	Construction
QTWO Q2	$1,872,795	$1,425,506 ▲	318.7%	18,607	0.5%	Computer and Technology
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF	$1,813,485	$82,344 ▼	-4.3%	36,118	0.4%	ETF
AMD Advanced Micro Devices	$1,779,237	$1,556,017 ▼	-46.7%	14,730	0.4%	Computer and Technology
QLD ProShares Ultra QQQ	$1,778,230	$98,388 ▼	-5.2%	16,429	0.4%	ETF
VST Vistra	$1,766,115	$1,175,618 ▲	199.1%	12,810	0.4%	Utilities
MDY SPDR S&P MidCap 400 ETF Trust	$1,748,358	$25,058 ▼	-1.4%	3,070	0.4%	ETF
AXON Axon Enterprise	$1,696,784	$1,696,784 ▲	New Holding	2,855	0.4%	Aerospace
IYR iShares U.S. Real Estate ETF	$1,657,678	$1,657,678 ▲	New Holding	17,813	0.4%	ETF
SPLV Invesco S&P 500 Low Volatility ETF	$1,651,278	$832,709 ▲	101.7%	23,590	0.4%	ETF
MDIV First Trust Multi-Asset Diversified Income Index Fund	$1,632,108	$211,000 ▼	-11.4%	101,059	0.4%	Manufacturing
FPE First Trust Preferred Securities and Income ETF	$1,603,250	$370,957 ▲	30.1%	90,579	0.4%	ETF
GWRE Guidewire Software	$1,563,242	$1,563,242 ▲	New Holding	9,273	0.4%	Computer and Technology
SPROTT PHYSICAL SILVER TR	$1,552,415	$252,869 ▲	19.5%	160,872	0.4%	TR UNIT
MLR Miller Industries	$1,552,104	$360,787 ▲	30.3%	23,747	0.4%	Auto/Tires/Trucks
IWF iShares Russell 1000 Growth ETF	$1,519,177	$56,221 ▼	-3.6%	3,783	0.4%	ETF
LOVE Lovesac	$1,509,508	$558,305 ▲	58.7%	63,800	0.4%	Retail/Wholesale
CRWD CrowdStrike	$1,506,962	$238,157 ▲	18.8%	4,404	0.4%	Computer and Technology
DOCT FT Vest U.S. Equity Deep Buffer ETF - October	$1,506,296	$1,506,296 ▲	New Holding	38,260	0.4%	ETF
BIBL Inspire 100 ETF	$1,496,219	$101,896 ▲	7.3%	38,457	0.4%	ETF
ASTS AST SpaceMobile	$1,460,542	$403,601 ▲	38.2%	69,220	0.4%	Computer and Technology
THE ALGER ETF TRUST	$1,430,317	$1,430,317 ▲	New Holding	55,285	0.4%	CONCENTRATED EQT
MSFT Microsoft	$1,340,212	$229,269 ▼	-14.6%	3,180	0.3%	Computer and Technology
FIXD First Trust TCW Opportunistic Fixed Income ETF	$1,306,239	$123,323 ▲	10.4%	30,399	0.3%	Manufacturing
XPND First Trust Expanded Technology ETF	$1,211,230	$357,682 ▲	41.9%	39,830	0.3%	ETF
AGX Argan	$1,204,465	$1,204,465 ▲	New Holding	8,789	0.3%	Construction
IVV iShares Core S&P 500 ETF	$1,196,198	$7,653 ▼	-0.6%	2,032	0.3%	ETF
AIRR First Trust RBA American Industrial Renaissance ETF	$1,149,360	$942,508 ▲	455.6%	14,919	0.3%	Manufacturing
FOCT FT Vest U.S. Equity Buffer ETF - October	$1,136,388	$1,136,388 ▲	New Holding	26,657	0.3%	ETF
BRK.B Berkshire Hathaway	$1,116,429	$509,487 ▲	83.9%	2,463	0.3%	Finance
VNO Vornado Realty Trust	$1,113,303	$1,113,303 ▲	New Holding	26,482	0.3%	Finance
PG Procter & Gamble	$1,072,741	$203,014 ▲	23.3%	6,399	0.3%	Consumer Staples
PDP Invesco Dorsey Wright Momentum ETF	$1,051,410	$1,051,410 ▲	New Holding	9,771	0.3%	ETF
YETI YETI	$1,049,128	$1,049,128 ▲	New Holding	27,243	0.3%	Consumer Discretionary
IWD iShares Russell 1000 Value ETF	$1,046,170	$3,332 ▲	0.3%	5,651	0.3%	ETF
AMZN Amazon.com	$1,006,168	$149,411 ▲	17.4%	4,586	0.2%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

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Harvest Investment Services, LLC Top Holdings and 13F Report (2025)

About Harvest Investment Services, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Harvest Investment Services, LLC Top Holdings and 13F Report (2025)

About Harvest Investment Services, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofHarvest Investment Services, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools