13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001591097
Total reported value
$646.9M
$646.9M
346 檔
14.7%
According to the latest 13F quarterly dataset, Harvest Investment Services, LLC managed an equity portfolio of $646.9M at the end of Q1 2026, spanning 346 distinct U.S. exchange-listed positions.
In Q1 2026, Harvest Investment Services, LLC displayed an active expansion posture, initiating 65 new positions and adding to 52 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 346 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LMBS | First Trust Low Duration Opp | ETF-Other | 8.16% | -1.22% | +20.97% | |
| 2 | GLD | Spdr Gold Shares | ETF-Commodities | 3.25% | -0.97% | -17.82% | |
| 3 | SLV | Ishares Silver Trust | ETF-Commodities | 2.45% | -0.64% | +6.76% | |
| 4 | SSRM | Ssr Mining Inc | Stock-Materials | 1.92% | -0.40% | +25.17% | |
| 5 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.63% | -0.68% | -10.12% | |
| 6 | AER | AerCap Holdings N.V. | Stock-Industrials | 1.56% | -0.20% | -16.90% | |
| 7 | KTOS | Kratos Defense & Security | Stock-Industrials | 1.54% | -0.74% | -16.78% | |
| 8 | HWM | Howmet Aerospace Inc | Stock-Industrials | 1.49% | -0.08% | +0.48% | |
| 9 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 1.44% | +0.07% | -14.92% | |
| 10 | RDVY | First Trust Rising Dividend | ETF-Other | 1.43% | +0.21% | +5.38% | |
| 11 | VSAT | Viasat Inc | Stock-Tech | 1.39% | +1.01% | +38.43% | |
| 12 | LAUR | Laureate Education Inc | Stock-Other | 1.25% | -0.31% | +17.13% | |
| 13 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 1.22% | -0.20% | +0.29% | |
| 14 | LINC | Lincoln Educational Services | Stock-Other | 1.16% | +0.01% | +35.48% | |
| 15 | COKE | Coca-cola Consolidated Inc | Stock-Consumer Staples | 1.16% | -0.18% | -3.83% | |
| 16 | IDCC | Interdigital Inc | Stock-Tech | 1.15% | -1.15% | EXIT | |
| 17 | CELC | Celcuity Inc | Stock-Other | 1.14% | -0.17% | +28.06% | |
| 18 | APH | Amphenol Corp-cl A | Stock-Tech | 1.12% | -1.12% | EXIT | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.07% | -0.06% | -9.37% | |
| 20 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.04% | +0.07% | -0.70% | |
| 21 | WDC | Western Digital CORP | Stock-Tech | 1.02% | +0.65% | +23.12% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.99% | -0.05% | +1.50% | |
| 23 | VSEC | Vse CORP | Stock-Industrials | 0.97% | -0.43% | +27.22% | |
| 24 | CW | Curtiss-wright CORP | Stock-Industrials | 0.90% | -0.18% | -0.27% | |
| 25 | HL | Hecla Mining Co | Stock-Materials | 0.89% | -0.20% | +81.52% | |
| 26 | FVD | First Trust Value Line Dvd | ETF-Other | 0.88% | -0.09% | -0.05% | |
| 27 | WWD | Woodward Inc | Stock-Industrials | 0.84% | -0.10% | +20.68% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.84% | -0.04% | -2.97% | |
| 29 | SPNT | SiriusPoint Ltd. | Stock-Other | 0.81% | +0.06% | +48.18% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.79% | -0.10% | -17.49% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.79% | -0.17% | -1.37% | |
| 32 | RYTM | Rhythm Pharmaceuticals Inc | Stock-Other | 0.77% | -0.77% | EXIT | |
| 33 | SNEX | Stonex Group Inc | Stock-Financials | 0.76% | +0.28% | +30.21% | |
| 34 | AZZ | Azz Inc | Stock-Industrials | 0.74% | +0.01% | -6.29% | |
| 35 | OSIS | Osi Systems Inc | Stock-Tech | 0.74% | -0.74% | EXIT | |
| 36 | FDEC | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.72% | -0.04% | +22.55% | |
| 37 | RKLB | Rocket Lab CORP | Stock-Industrials | 0.71% | -0.12% | +15.68% | |
| 38 | WELL | Welltower Inc | Stock-Real Estate | 0.69% | -0.10% | +21.29% | |
| 39 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.69% | +0.08% | +1.37% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.67% | -0.01% | -31.63% | |
| 41 | CLOI | Vaneck Clo ETF | ETF-Other | 0.65% | -0.08% | -21.25% | |
| 42 | FGD | First Trust Dj Gl Sel Dvd | ETF-Other | 0.61% | -0.07% | +1.78% | |
| 43 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.61% | +0.01% | +0.91% | |
| 44 | AWI | Armstrong World Industries | Stock-Industrials | 0.60% | -0.60% | EXIT | |
| 45 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.60% | +0.01% | -6.76% | |
| 46 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.59% | -0.19% | -23.47% | |
| 47 | TTMI | Ttm Technologies | Stock-Tech | 0.55% | +0.48% | +168.99% | |
| 48 | LASR | Nlight Inc | Stock-Other | 0.55% | -0.20% | +91.83% | |
| 49 | KNGZ | Ft - S&p 500 Dvd Aristocrats | ETF-Large Cap & Growth | 0.55% | +0.02% | +1.66% | |
| 50 | FTSL | First Trust Senior Loan ETF | ETF-Other | 0.54% | -0.10% | -21.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LMBS | First Trust Low Duration Opp | +1.2% | +20.97% | Add |
| 2 | SSRM | Ssr Mining Inc | +0.7% | +25.17% | Add |
| 3 | LINC | Lincoln Educational Services | +0.6% | +35.48% | Add |
| 4 | VSAT | Viasat Inc | +0.6% | +38.43% | Add |
| 5 | WDC | Western Digital CORP | +0.5% | +23.12% | Add |
| 6 | TTMI | Ttm Technologies | +0.4% | +168.99% | Add |
| 7 | WPM | Wheaton Precious Metals CORP | +0.4% | +603.03% | Add |
| 8 | HL | Hecla Mining Co | +0.4% | +81.52% | Add |
| 9 | PL | Planet Labs Pbc | +0.4% | +168.99% | Add |
| 10 | LASR | Nlight Inc | +0.4% | +91.83% | Add |
| 11 | CELC | Celcuity Inc | +0.3% | +28.06% | Add |
| 12 | LITE | Lumentum Holdings Inc | +0.3% | +91.37% | Add |
| 13 | ATRO | Astronics CORP | +0.3% | +152.98% | Add |
| 14 | 430 | Terns Pharmaceuticals Inc | +0.3% | +55.88% | Add |
| 15 | SPNT | SiriusPoint Ltd. | +0.2% | +48.18% | Add |
| 16 | VSEC | Vse CORP | +0.2% | +27.22% | Add |
| 17 | WWD | Woodward Inc | +0.2% | +20.68% | Add |
| 18 | CIEN | Ciena CORP | +0.2% | +36.16% | Add |
| 19 | CASY | Casey's General Stores Inc | +0.2% | -0.70% | Trim |
| 20 | SLV | Ishares Silver Trust | +0.2% | +6.76% | Add |
| 21 | LAUR | Laureate Education Inc | +0.2% | +17.13% | Add |
| 22 | COKE | Coca-cola Consolidated Inc | +0.2% | -3.83% | Trim |
| 23 | KOD | Kodiak Sciences Inc | +0.2% | +15.11% | Add |
| 24 | WMB | Williams Cos Inc | +0.2% | +154.36% | Add |
| 25 | OSIS | Osi Systems Inc | +0.2% | +27.04% | Add |
| 26 | QDEC | Ft Vest Nasdaq-100 Buffer Et | +0.2% | +107.46% | Add |
| 27 | DAN | Dana Inc | +0.2% | +251.01% | Add |
| 28 | COGT | Cogent Biosciences Inc | +0.2% | +65.56% | Add |
| 29 | IRWD | Ironwood Pharmaceuticals Inc | +0.2% | +1099.21% | Add |
| 30 | CW | Curtiss-wright CORP | +0.1% | -0.27% | Trim |
| 31 | WELL | Welltower Inc | +0.1% | +21.29% | Add |
| 32 | STOK | Stoke Therapeutics Inc | +0.1% | +63.87% | Add |
| 33 | HWM | Howmet Aerospace Inc | +0.1% | +0.48% | Add |
| 34 | FDL | First Trust Morn Dvd Lead In | +0.1% | +0.29% | Add |
| 35 | IWM | Ishares Russell 2000 ETF | +0.1% | +34.42% | Add |
| 36 | VRT | Vertiv Holdings Co-a | +0.1% | -1.26% | Trim |
| 37 | FDEC | Ft Vest U.s. Equity Buffer E | +0.1% | +22.55% | Add |
| 38 | PARR | Par Pacific Holdings Inc | +0.1% | +24.65% | Add |
| 39 | CIFR | Cipher Digital Inc | +0.1% | +62.22% | Add |
| 40 | GLOO | Gloo Holdings Inc-a | +0.1% | +95.79% | Add |
| 41 | AEHR | Aehr Test Systems | +0.1% | -6.75% | Trim |
| 42 | CAIE | Calamos Autocallable Inc ETF | +0.1% | +57.27% | Add |
| 43 | AIRR | First Trust Rba American Ind | +0.1% | +8.94% | Add |
| 44 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +102.77% | Add |
| 45 | SNEX | Stonex Group Inc | +0.1% | +30.21% | Add |
| 46 | KLAC | Kla CORP | +0.1% | +3.53% | Add |
| 47 | PII | Polaris Inc | +0.1% | +54.00% | Add |
| 48 | AZZ | Azz Inc | 0% | -6.29% | Trim |
| 49 | NFG | National Fuel Gas Co | 0% | -0.16% | Trim |
| 50 | RKLB | Rocket Lab CORP | 0% | +15.68% | Add |
According to official SEC Form 13F filings, Harvest Investment Services, LLC reported a total U.S. public equity portfolio value of $646.9M across 346 disclosed positions in Q1 2026.
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, GLD, SLV) accounted for 14.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
DTM
市值: $2.8M
Top Position Liquidated / Trimmed
APP
前期市值: $9.2M
During Q1 2026, Harvest Investment Services, LLC's top holdings by market value included LMBS (8.2%)、GLD (3.3%)、SLV (2.5%). The largest single position, LMBS, represented 8.2% of total portfolio value.
In Q1 2026, Harvest Investment Services, LLC made 200 total portfolio adjustments, initiating 65 new buys, adding to 52 positions, trimming 39 holdings, and fully liquidating 44 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.