Harvest Investment Services, LLC
Net buyer this quarter
$647M
245
+$16.6M
15.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 VSAT | $15.5M | 2.40% | 0.13% | +4.2% | Q3 2025 |
 GLD | $14.7M | 2.28% | 0.01% | -3.4% | Q4 2018 |
 SLV | $11.7M | 1.81% | 0.04% | +11.3% | Q3 2020 |
 WDC | $10.8M | 1.67% | 0.00% | -17.9% | Q3 2019 |
 SSRM | $9.85M | 1.52% | 0.17% | -2.5% | Q1 2025 |
 HWM | $9.12M | 1.41% | 0.01% | -4.0% | Q2 2024 |
 AER | $8.82M | 1.36% | 0.04% | -2.8% | Q4 2025 |
 LINC | $7.59M | 1.17% | 0.48% | -2.4% | Q1 2025 |
 LITE | $7.57M | 1.17% | 0.01% | +144.3% | Q4 2025 |
 CASY | $7.18M | 1.11% | 0.02% | +15.4% | Q2 2025 |
 SNEX | $6.75M | 1.04% | 0.05% | +10.6% | Q3 2025 |
 TTMI | $6.64M | 1.03% | 0.03% | +14.1% | Q4 2025 |
 QQQ | $6.5M | 1.01% | Not reported | -12.8% | Q4 2018 |
 COKE | $6.33M | 0.98% | 0.05% | +0.6% | Q1 2024 |
 CELC | $6.25M | 0.97% | 0.12% | +9.8% | Q3 2025 |
 PLTR | $6.11M | 0.95% | 0.00% | -14.2% | Q4 2023 |
 LAUR | $6.11M | 0.94% | 0.12% | -14.6% | Q2 2025 |
 NVDA | $6.05M | 0.94% | 0.00% | -2.9% | Q1 2019 |
 SPNT | $5.63M | 0.87% | 0.20% | +14.2% | Q1 2025 |
 KTOS | $5.19M | 0.80% | 0.06% | -12.9% | Q1 2024 |
 AAPL | $5.15M | 0.80% | 0.00% | -1.5% | Q4 2018 |
 FVD | $5.12M | 0.79% | Not reported | +3.9% | Q4 2018 |
 PL | $5M | 0.77% | 0.06% | +50.6% | Q1 2025 |
 FIX | $4.97M | 0.77% | 0.01% | +234.3% | Q4 2023 |
 AZZ | $4.82M | 0.75% | 0.10% | -4.3% | Q1 2025 |
 WWD | $4.78M | 0.74% | 0.02% | -12.5% | Q3 2025 |
 VIAV | $4.78M | 0.74% | 0.04% | +400.1% | Q1 2026 |
 CW | $4.68M | 0.72% | 0.02% | -14.9% | Q2 2025 |
 COST | $4.46M | 0.69% | 0.00% | +9.5% | Q1 2020 |
 HL | $4.43M | 0.69% | 0.04% | +10.3% | Q4 2019 |
| SPY | $4.28M | 0.66% | Not reported | +1.7% | Q4 2018 |
 AEHR | $4.26M | 0.66% | 0.14% | +91.0% | Q3 2025 |
 AVGO | $4.04M | 0.62% | 0.00% | -23.2% | Q1 2019 |
 AGX | $4.02M | 0.62% | 0.04% | Not reported | Q4 2024 |
 WELL | $3.84M | 0.59% | 0.00% | -11.7% | Q4 2018 |
 KOD | $3.81M | 0.59% | 0.16% | +37.1% | Q1 2024 |
 RKLB | $3.79M | 0.59% | 0.01% | -38.0% | Q4 2024 |
 TSM | $3.61M | 0.56% | 0.00% | -4.7% | Q1 2024 |
 ATRO | $3.58M | 0.55% | 0.11% | -2.8% | Q4 2025 |
 VSEC | $3.48M | 0.54% | 0.05% | -47.2% | Q1 2025 |
 DOCN | $3.43M | 0.53% | 0.02% | New | Q2 2026 |
 KLAC | $3.2M | 0.49% | 0.00% | -2.2% | Q2 2020 |
 CIEN | $3.16M | 0.49% | 0.00% | +10.1% | Q4 2025 |
 SPHR | $3.06M | 0.47% | Not reported | +95.1% | Q1 2026 |
 DAVE | $3.05M | 0.47% | Not reported | -3.8% | Q2 2025 |
 VICR | $3.01M | 0.47% | 0.07% | +45.9% | Q1 2026 |
 LLY | $2.95M | 0.46% | 0.00% | +1.1% | Q4 2018 |
 BE | $2.92M | 0.45% | 0.00% | -35.9% | Q3 2025 |
 ORKA | $2.77M | 0.43% | 0.05% | New | Q2 2026 |
 CIFR | $2.66M | 0.41% | 0.03% | -5.2% | Q3 2025 |
| Q1 2026 | |||||
| GLD | $17.8M | 3.25% | 0.01% | -17.8% | Q4 2018 |
| SLV | $13.4M | 2.45% | 0.03% | +6.8% | Q3 2020 |
| SSRM | $10.5M | 1.92% | 0.17% | +25.2% | Q1 2025 |
| PLTR | $8.93M | 1.63% | 0.00% | -10.1% | Q4 2023 |
| AER | $8.54M | 1.56% | 0.04% | -16.9% | Q4 2025 |
| KTOS | $8.43M | 1.54% | 0.06% | -16.8% | Q1 2024 |
| HWM | $8.14M | 1.49% | 0.01% | +0.5% | Q2 2024 |
| VSAT | $7.6M | 1.39% | 0.12% | +38.4% | Q3 2025 |
| LAUR | $6.86M | 1.25% | 0.14% | +17.1% | Q2 2025 |
| LINC | $6.33M | 1.16% | 0.49% | +35.5% | Q1 2025 |
| COKE | $6.32M | 1.16% | 0.05% | -3.8% | Q1 2024 |
 IDCC | $6.31M | 1.15% | 0.08% | +9.4% | Q1 2025 |
| CELC | $6.21M | 1.14% | 0.11% | +28.1% | Q3 2025 |
 APH | $6.1M | 1.12% | 0.00% | +11.1% | Q2 2025 |
| QQQ | $5.85M | 1.07% | Not reported | -9.4% | Q4 2018 |
| CASY | $5.7M | 1.04% | 0.02% | -0.7% | Q2 2025 |
| WDC | $5.58M | 1.02% | 0.01% | +23.1% | Q3 2019 |
| NVDA | $5.43M | 0.99% | 0.00% | +1.5% | Q1 2019 |
| VSEC | $5.32M | 0.97% | 0.10% | +27.2% | Q1 2025 |
| CW | $4.94M | 0.90% | 0.02% | -0.3% | Q2 2025 |
| HL | $4.85M | 0.89% | 0.04% | +81.5% | Q4 2019 |
| FVD | $4.81M | 0.88% | Not reported | -0.1% | Q4 2018 |
| WWD | $4.6M | 0.84% | 0.02% | +20.7% | Q3 2025 |
| AAPL | $4.59M | 0.84% | 0.00% | -3.0% | Q4 2018 |
| SPNT | $4.42M | 0.81% | 0.18% | +48.2% | Q1 2025 |
| COST | $4.34M | 0.79% | 0.00% | -17.5% | Q1 2020 |
| AVGO | $4.31M | 0.79% | 0.00% | -1.4% | Q1 2019 |
 RYTM | $4.22M | 0.77% | 0.07% | +10.3% | Q3 2022 |
| SNEX | $4.15M | 0.76% | 0.07% | -13.2% | Q3 2025 |
| AZZ | $4.07M | 0.74% | 0.11% | -6.3% | Q1 2025 |
 OSIS | $4.04M | 0.74% | 0.09% | +27.0% | Q3 2025 |
| RKLB | $3.86M | 0.71% | 0.01% | +15.7% | Q4 2024 |
| WELL | $3.79M | 0.69% | 0.00% | +21.3% | Q4 2018 |
| SPY | $3.66M | 0.67% | Not reported | -31.6% | Q4 2018 |
 AWI | $3.29M | 0.60% | 0.05% | +3.1% | Q3 2025 |
 PSLV | $3.24M | 0.59% | 0.02% | -23.5% | Q3 2021 |
| TTMI | $3.03M | 0.55% | 0.03% | +169.0% | Q4 2025 |
 LASR | $3.01M | 0.55% | 0.09% | +91.8% | Q4 2025 |
 ORLY | $2.98M | 0.54% | 0.00% | -6.4% | Q3 2025 |
| PL | $2.8M | 0.51% | 0.04% | +169.0% | Q1 2025 |
 DTM | $2.78M | 0.51% | 0.02% | Not reported | Q4 2024 |
 USFD | $2.77M | 0.51% | 0.01% | -27.0% | Q1 2025 |
| TERN | $2.74M | 0.50% | 0.05% | +55.9% | Q4 2025 |
| KOD | $2.72M | 0.50% | 0.11% | +15.1% | Q1 2024 |
| TSM | $2.68M | 0.49% | 0.00% | -4.8% | Q1 2024 |
| LITE | $2.54M | 0.46% | 0.01% | +91.4% | Q4 2025 |
 WPM | $2.43M | 0.44% | 0.00% | +603.0% | Q3 2019 |
| ATRO | $2.41M | 0.44% | 0.11% | +153.0% | Q4 2025 |
| CIEN | $2.27M | 0.42% | 0.00% | +36.2% | Q4 2025 |
| LLY | $2.24M | 0.41% | 0.00% | -6.4% | Q4 2018 |
| Q4 2025 | |||||
| GLD | $19.9M | 3.76% | 0.01% | +18.0% | Q4 2018 |
| PLTR | $12.1M | 2.28% | 0.00% | -2.3% | Q4 2023 |
| SLV | $11.9M | 2.24% | 0.03% | +105.0% | Q3 2020 |
| KTOS | $10.9M | 2.06% | 0.09% | +6.7% | Q1 2024 |
| AER | $10.8M | 2.03% | 0.04% | New | Q4 2025 |
 APP | $9.22M | 1.74% | 0.00% | -0.5% | Q3 2023 |
| HWM | $7.2M | 1.36% | 0.01% | -4.6% | Q2 2024 |
| QQQ | $6.87M | 1.30% | Not reported | -2.8% | Q4 2018 |
| SSRM | $6.26M | 1.18% | 0.14% | +21.7% | Q1 2025 |
| IDCC | $6.08M | 1.15% | 0.07% | +4.5% | Q1 2025 |
| APH | $5.87M | 1.11% | 0.00% | +23.9% | Q2 2025 |
 ADPT | $5.78M | 1.09% | 0.23% | +3.4% | Q1 2025 |
| NVDA | $5.73M | 1.08% | 0.00% | +12.1% | Q1 2019 |
| LAUR | $5.66M | 1.07% | 0.12% | +193.0% | Q2 2025 |
| SPY | $5.62M | 1.06% | Not reported | -12.5% | Q4 2018 |
| REVG | $5.27M | 0.99% | 0.18% | +27.1% | Q1 2025 |
| COKE | $5.25M | 0.99% | 0.05% | -2.7% | Q1 2024 |
| AAPL | $5.06M | 0.96% | 0.00% | +14.4% | Q4 2018 |
| AVGO | $4.89M | 0.92% | 0.00% | +3.2% | Q1 2019 |
| FVD | $4.71M | 0.89% | Not reported | -36.3% | Q4 2018 |
| RYTM | $4.7M | 0.89% | 0.07% | -8.7% | Q3 2022 |
| COST | $4.55M | 0.86% | 0.00% | +0.4% | Q1 2020 |
 AXON | $4.47M | 0.84% | 0.01% | -6.8% | Q2 2023 |
| CASY | $4.36M | 0.82% | 0.02% | +20.3% | Q2 2025 |
| CELC | $4.24M | 0.80% | 0.09% | +47.1% | Q3 2025 |
| VSAT | $4.13M | 0.78% | 0.09% | +303.8% | Q3 2025 |
| PSLV | $4.11M | 0.77% | 0.03% | -3.5% | Q3 2021 |
| CW | $4.01M | 0.76% | 0.02% | -0.8% | Q2 2025 |
 QBTS | $3.92M | 0.74% | 0.04% | -2.0% | Q2 2025 |
| VSEC | $3.92M | 0.74% | 0.10% | +80.3% | Q1 2025 |
| SNEX | $3.76M | 0.71% | 0.08% | +33.9% | Q3 2025 |
| AZZ | $3.72M | 0.70% | 0.12% | -3.6% | Q1 2025 |
| AWI | $3.7M | 0.70% | 0.05% | +312.9% | Q3 2025 |
| RKLB | $3.63M | 0.68% | 0.01% | +4.1% | Q4 2024 |
| WWD | $3.22M | 0.61% | 0.02% | +14.9% | Q3 2025 |
| ORLY | $3.14M | 0.59% | 0.00% | +80.4% | Q3 2025 |
| CDTX | $3.1M | 0.59% | 0.04% | +78.4% | Q3 2025 |
| USFD | $3.1M | 0.58% | 0.02% | -1.6% | Q1 2025 |
| OSIS | $3.06M | 0.58% | 0.07% | -2.4% | Q3 2025 |
| SPNT | $3.03M | 0.57% | 0.12% | -38.5% | Q1 2025 |
 ANGX | $3.01M | 0.57% | 0.38% | +6060.0% | Q3 2025 |
| WELL | $2.93M | 0.55% | 0.00% | +30.8% | Q4 2018 |
| WDC | $2.89M | 0.54% | 0.00% | Not reported | Q3 2019 |
 HCI | $2.83M | 0.53% | 0.11% | +489.0% | Q2 2025 |
| LLY | $2.79M | 0.53% | 0.00% | +14.3% | Q4 2018 |
| LINC | $2.77M | 0.52% | 0.36% | +2.7% | Q1 2025 |
| HL | $2.75M | 0.52% | 0.02% | Not reported | Q4 2019 |
| TSM | $2.53M | 0.48% | 0.00% | -2.2% | Q1 2024 |
 CVNA | $2.53M | 0.48% | Not reported | -25.4% | Q2 2023 |
 MSFT | $2.43M | 0.46% | 0.00% | +62.2% | Q1 2019 |
| Q3 2025 | |||||
| GLD | $15.2M | 3.05% | 0.01% | +5.1% | Q4 2018 |
| PLTR | $12.7M | 2.55% | 0.00% | +4.9% | Q4 2023 |
| KTOS | $12.3M | 2.47% | 0.08% | +10.7% | Q1 2024 |
| APP | $9.89M | 1.99% | 0.00% | +2.5% | Q3 2023 |
| FVD | $7.42M | 1.49% | Not reported | +0.8% | Q4 2018 |
 RKT | $7.35M | 1.48% | Not reported | New | Q3 2025 |
| HWM | $7.22M | 1.45% | 0.01% | +11.4% | Q2 2024 |
| QQQ | $6.9M | 1.39% | Not reported | +2.1% | Q4 2018 |
| IDCC | $6.3M | 1.27% | 0.07% | +27.0% | Q1 2025 |
| SPY | $6.27M | 1.26% | Not reported | -5.3% | Q4 2018 |
| AXON | $6.07M | 1.22% | 0.01% | +166.5% | Q2 2023 |
| SSRM | $5.73M | 1.15% | 0.12% | +20.8% | Q1 2025 |
| ADPT | $5.15M | 1.04% | 0.23% | +104.7% | Q1 2025 |
| NVDA | $5.11M | 1.03% | 0.00% | -57.9% | Q1 2019 |
 NOBL | $5.04M | 1.01% | Not reported | -2.1% | Q4 2018 |
 PRCH | $4.93M | 0.99% | 0.24% | +429.2% | Q2 2025 |
| COST | $4.87M | 0.98% | 0.00% | -16.0% | Q1 2020 |
| RYTM | $4.86M | 0.98% | 0.07% | +211.3% | Q3 2022 |
| AVGO | $4.52M | 0.91% | 0.00% | +57.2% | Q1 2019 |
| APH | $4.34M | 0.87% | 0.00% | +129.2% | Q2 2025 |
 PGY | $4.28M | 0.86% | Not reported | New | Q3 2025 |
| AAPL | $4.14M | 0.83% | 0.00% | +0.1% | Q4 2018 |
| COKE | $4.12M | 0.83% | 0.05% | +9.2% | Q1 2024 |
| SPNT | $4.07M | 0.82% | 0.19% | +168.9% | Q1 2025 |
 GPI | $3.99M | 0.80% | 0.07% | +119.9% | Q2 2020 |
 PBI | $3.99M | 0.80% | 0.20% | +116.5% | Q2 2025 |
| CW | $3.99M | 0.80% | 0.02% | +102.9% | Q2 2025 |
| AZZ | $3.93M | 0.79% | 0.12% | +279.3% | Q1 2025 |
| REVG | $3.86M | 0.78% | 0.14% | +26.2% | Q1 2025 |
| SLV | $3.81M | 0.77% | 0.02% | +51.5% | Q3 2020 |
| QBTS | $3.78M | 0.76% | 0.04% | +248.9% | Q2 2025 |
 LRN | $3.77M | 0.76% | 0.06% | +13.2% | Q1 2025 |
| CASY | $3.71M | 0.75% | 0.02% | +190.6% | Q2 2025 |
 GWRE | $3.6M | 0.72% | 0.02% | +26.9% | Q4 2024 |
 OPRX | $3.44M | 0.69% | 0.90% | Not reported | Q3 2021 |
| USFD | $3.2M | 0.64% | 0.02% | +241.8% | Q1 2025 |
 AJG | $3.09M | 0.62% | 0.00% | +28.7% | Q1 2024 |
 DRS | $3.08M | 0.62% | 0.03% | +1026.4% | Q2 2025 |
| OSIS | $3.06M | 0.62% | 0.07% | New | Q3 2025 |
| CVNA | $3.03M | 0.61% | Not reported | -1.3% | Q2 2023 |
| SNEX | $2.98M | 0.60% | 0.03% | New | Q3 2025 |
 CTAS | $2.92M | 0.59% | 0.00% | +122.2% | Q3 2020 |
 LEU | $2.9M | 0.58% | 0.07% | New | Q3 2025 |
| PSLV | $2.82M | 0.57% | 0.03% | +7.1% | Q3 2021 |
 MP | $2.81M | 0.57% | 0.02% | New | Q3 2025 |
 XERS | $2.65M | 0.53% | 0.20% | +190.8% | Q1 2025 |
| LINC | $2.63M | 0.53% | 0.35% | +68.9% | Q1 2025 |
| DAVE | $2.41M | 0.49% | Not reported | +102.1% | Q2 2025 |
| RKLB | $2.39M | 0.48% | 0.01% | +3.6% | Q4 2024 |
| TSM | $2.38M | 0.48% | 0.00% | +99.2% | Q1 2024 |