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CIK: 0001591097
Total reported value
$646.9M
$646.9M
290 檔
9.8%
At the close of Q4 2024, Harvest Investment Services, LLC disclosed equity holdings valued at approximately $646.9M, spread across 290 reported holdings.
In Q4 2024, Harvest Investment Services, LLC displayed an active expansion posture, initiating 82 new positions and adding to 63 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 290 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LMBS | First Trust Low Duration Opp | ETF-Other | 5.43% | -1.22% | +3.15% | |
| 2 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 3.29% | +0.07% | +3.49% | |
| 3 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.35% | -0.68% | +25.11% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.25% | -0.05% | +4.81% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 2.22% | -0.17% | +0.29% | |
| 6 | APP | Applovin Corp-class A | Stock-Tech | 1.86% | +0.03% | NEW | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 1.80% | -0.97% | +8.26% | |
| 8 | FVD | First Trust Value Line Dvd | ETF-Other | 1.63% | -0.09% | +0.15% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.54% | -0.01% | +2.10% | |
| 10 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 1.48% | — | -1.98% | |
| 11 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 1.48% | -0.20% | +0.44% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.46% | -0.10% | +104.65% | |
| 13 | MOD | Modine Manufacturing Co | Stock-Consumer Disc | 1.34% | — | +50.63% | |
| 14 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 1.30% | — | +85.25% | |
| 15 | SKYW | Skywest Inc | Stock-Industrials | 1.28% | — | +97.11% | |
| 16 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.27% | +0.01% | +34.75% | |
| 17 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.18% | -0.02% | +0.99% | |
| 18 | FTSL | First Trust Senior Loan ETF | ETF-Other | 1.11% | -0.10% | +4.97% | |
| 19 | FIX | Comfort Systems USA Inc | Stock-Industrials | 1.05% | +0.58% | +75.20% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.03% | -0.06% | -31.78% | |
| 21 | RDVY | First Trust Rising Dividend | ETF-Other | 1.00% | +0.21% | +4.39% | |
| 22 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.97% | — | +37.21% | |
| 23 | CLOI | Vaneck Clo ETF | ETF-Other | 0.96% | -0.08% | +18.52% | |
| 24 | PWR | Quanta Services Inc | Stock-Industrials | 0.96% | — | +137.48% | |
| 25 | FSK | Fs Kkr Capital CORP | Stock-Financials | 0.95% | -0.03% | +11.85% | |
| 26 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.95% | +0.08% | -1.03% | |
| 27 | LMB | Limbach Holdings Inc | Stock-Other | 0.93% | — | +65.97% | |
| 28 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 0.89% | — | +143.15% | |
| 29 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.87% | +0.10% | +82.42% | |
| 30 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.86% | — | +125.47% | |
| 31 | GJUN | Ft Vest US Equity Moderate B | ETF-Other | 0.86% | -0.02% | +31.96% | |
| 32 | COKE | Coca-cola Consolidated Inc | Stock-Consumer Staples | 0.81% | -0.18% | +131.11% | |
| 33 | CRS | Carpenter Technology | Stock-Industrials | 0.81% | — | +36.65% | |
| 34 | AAPL | Apple Inc | Stock-Tech | 0.79% | -0.04% | -18.16% | |
| 35 | SLV | Ishares Silver Trust | ETF-Commodities | 0.75% | -0.64% | +355.59% | |
| 36 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.73% | +0.01% | +1.46% | |
| 37 | FSIG | Ft LTD Duration Inv Grade | ETF-Other | 0.71% | -0.02% | -5.54% | |
| 38 | ANET | Arista Networks Inc | Stock-Tech | 0.69% | — | — | |
| 39 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 0.68% | -0.05% | -5.53% | |
| 40 | MSTR | Strategy Inc | Stock-Tech | 0.68% | — | +24.60% | |
| 41 | CVNA | Carvana Co | Stock-Consumer Disc | 0.66% | — | +115.27% | |
| 42 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.62% | -0.08% | +244.65% | |
| 43 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 0.62% | -0.01% | +51.93% | |
| 44 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.62% | — | +2.48% | |
| 45 | EME | Emcor Group Inc | Stock-Industrials | 0.62% | — | +45.30% | |
| 46 | FIIG | Ft Intermed Dur Ig CORP ETF | ETF-Other | 0.61% | -0.01% | -7.17% | |
| 47 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.61% | +0.01% | -48.28% | |
| 48 | CEG | Constellation Energy | Stock-Utilities | 0.61% | -0.02% | +749.39% | |
| 49 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.60% | -0.03% | +7.82% | |
| 50 | FDEC | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.57% | -0.04% | +95.25% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +1.1% | +25.11% | Add |
| 2 | ANET | Arista Networks Inc | +0.7% | NEW | New buy |
| 3 | APP | Applovin Corp-class A | +0.7% | -18.86% | Trim |
| 4 | COST | Costco Wholesale CORP | +0.6% | +104.65% | Add |
| 5 | SKYW | Skywest Inc | +0.6% | +97.11% | Add |
| 6 | NRG | Nrg Energy Inc | +0.6% | NEW | New buy |
| 7 | SLV | Ishares Silver Trust | +0.5% | +355.59% | Add |
| 8 | EWTX | Edgewise Therapeutics Inc | +0.5% | NEW | New buy |
| 9 | SFM | Sprouts Farmers Market Inc | +0.5% | +85.25% | Add |
| 10 | CEG | Constellation Energy | +0.5% | +749.39% | Add |
| 11 | SMCI | Super Micro Computer Inc | +0.5% | NEW | New buy |
| 12 | STRL | Sterling Infrastructure Inc | +0.5% | +143.15% | Add |
| 13 | PWR | Quanta Services Inc | +0.5% | +137.48% | Add |
| 14 | FV | First Trust Dw Focus 5 Fund | +0.5% | NEW | New buy |
| 15 | AXON | Axon Enterprise Inc | +0.4% | NEW | New buy |
| 16 | IYR | Ishares US Real Estate ETF | +0.4% | NEW | New buy |
| 17 | HWM | Howmet Aerospace Inc | +0.4% | +244.65% | Add |
| 18 | TOL | Toll Brothers Inc | +0.4% | +932.07% | Add |
| 19 | IVE | Ishares S&p 500 Value ETF | +0.4% | +409.00% | Add |
| 20 | GWRE | Guidewire Software Inc | +0.4% | NEW | New buy |
| 21 | DOCT | Ft Vest U.s. Equity Deep Buf | +0.4% | NEW | New buy |
| 22 | QTWO | Q2 Holdings Inc | +0.4% | +318.70% | Add |
| 23 | CNEQ | Alger Concentrated Eqty ETF | +0.4% | NEW | New buy |
| 24 | FIX | Comfort Systems USA Inc | +0.3% | +75.20% | Add |
| 25 | COKE | Coca-cola Consolidated Inc | +0.3% | +131.11% | Add |
| 26 | CVNA | Carvana Co | +0.3% | +115.27% | Add |
| 27 | PSQH | Psq Holdings Inc | +0.3% | +108.45% | Add |
| 28 | AGX | Argan Inc | +0.3% | NEW | New buy |
| 29 | LMB | Limbach Holdings Inc | +0.3% | +65.97% | Add |
| 30 | FOCT | Ft Vest U.s. Equity Buffer E | +0.3% | NEW | New buy |
| 31 | MSTR | Strategy Inc | +0.3% | +24.60% | Add |
| 32 | VST | Vistra CORP | +0.3% | +199.09% | Add |
| 33 | VNO | Vornado Realty Trust | +0.3% | NEW | New buy |
| 34 | IESC | Ies Holdings Inc | +0.3% | +184.94% | Add |
| 35 | PDP | Invesco Dorsey Wright Moment | +0.3% | NEW | New buy |
| 36 | YETI | Yeti Holdings Inc | +0.3% | NEW | New buy |
| 37 | DIA | Ss Spdr Dow Jones Indus Avg | +0.3% | +82.42% | Add |
| 38 | TRGP | Targa Resources CORP | +0.2% | NEW | New buy |
| 39 | AIRR | First Trust Rba American Ind | +0.2% | +455.64% | Add |
| 40 | RKLB | Rocket Lab Corporation | +0.2% | NEW | New buy |
| 41 | STEP | Stepstone Group Inc-class A | +0.2% | NEW | New buy |
| 42 | JXN | Jackson Financial Inc-a | +0.2% | NEW | New buy |
| 43 | AVPT | Avepoint Inc | +0.2% | NEW | New buy |
| 44 | PRIM | Primoris Services CORP | +0.2% | NEW | New buy |
| 45 | PHM | Pultegroup Inc | +0.2% | +125.47% | Add |
| 46 | FDEC | Ft Vest U.s. Equity Buffer E | +0.2% | +95.25% | Add |
| 47 | SMR | Nuscale Power CORP | +0.2% | NEW | New buy |
| 48 | COP | Conocophillips | +0.2% | NEW | New buy |
| 49 | HWKN | Hawkins Inc | +0.2% | NEW | New buy |
| 50 | CVLT | Commvault Systems Inc | +0.2% | NEW | New buy |
According to official SEC Form 13F filings, Harvest Investment Services, LLC reported a total U.S. public equity portfolio value of $646.9M across 290 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including LMBS, FTSM, PLTR) accounted for 9.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
ANET
市值: $2.8M
Top Position Liquidated / Trimmed
MPC
前期市值: $2.1M
During Q4 2024, Harvest Investment Services, LLC's top holdings by market value included LMBS (5.4%)、FTSM (3.3%)、PLTR (2.4%). The largest single position, LMBS, represented 5.4% of total portfolio value.
In Q4 2024, Harvest Investment Services, LLC made 200 total portfolio adjustments, initiating 82 new buys, adding to 63 positions, trimming 19 holdings, and fully liquidating 36 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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