Harvest Investment Services, LLC Portfolio Holdings
Harvest Investment Services, LLC
- $402 Million
- Q2 2025
Harvest Investment Services, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $402 Million distributed in 318 stocks.
Among their holdings, we can observe that their the top five positions include companies like: First Tr ETF Fd Iv First Tr Lo with a value of $22.1M, First Tr Ex Trad Fd Viii Cboe with a value of $12.5M, Spdr Gold Trust with a value of $12.4M, First Tr Enhanced Traded Fd Iv with a value of $11M, and Nvidia Corp with a value of $10.3M.
Examining the 13F form we can see an increase of $82.1M in the current position value, from $320M to 402M.
Below you can find more details about Harvest Investment Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$402 Million
ETFs: $200 Million
Technology: $44.7 Million
Industrials: $37.2 Million
Financial Services: $30.1 Million
Consumer Defensive: $29.3 Million
Healthcare: $14.5 Million
Consumer Cyclical: $12.1 Million
Utilities: $7.21 Million
Other: $19.7 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 318
- Current Value $402 Million
- Prior Value $320 Million
- Filing
- Period Q2 2025
- Filing Date August 14, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 79 stocks
- Additional Purchases 149 stocks
- Sold out of 0 stocks
- Reduced holdings in 89 stocks