Fund HoldingsHarvest Investment Services, LLC

Total Portfolio Value
$447.14M
Total Bought
$117.50M
Total Sold
$59.03M
Net Transaction
+$58.47M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
KRATOS DEFENSE & SEC SOLUTIO(KTOS)57,001121,605+64,6041,6925,6491.26%+3,956
HOWMET AEROSPACE INC(HWM)21,39433,043+11,6492,7756,1501.38%+3,375
MR COOPER GROUP INC1,80023,462+21,6622153,5010.78%+3,285
PALANTIR TECHNOLOGIES INC(PLTR)066,322+66,32209,0412.02%+9,041
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
073,678+73,67803,2340.72%+3,234
NVIDIA CORPORATION(NVDA)065,002+65,002010,2702.30%+10,270
HCI GROUP INC015,807+15,80702,4060.54%+2,406
UNIVERSAL TECHNICAL INST INC(UTI)100,084140,193+40,1092,5704,7511.06%+2,181
SPDR GOLD TR(GLD)35,81640,568+4,75210,32012,3662.77%+2,047
SPROUTS FMRS MKT INC(SFM)025,863+25,86304,2580.95%+4,258
PALOMAR HLDGS INC(PLMR)1,64713,950+12,3032262,1520.48%+1,926
ISHARES TR026,330+26,33002,3540.53%+2,354
ISHARES TR038,586+38,58601,8610.42%+1,861
ALIGNMENT HEALTHCARE INC(ALHC)0126,451+126,45101,7700.40%+1,770
CURTISS WRIGHT CORP(CW)03,618+3,61801,7670.40%+1,767
PITNEY BOWES INC(PBI)0161,381+161,38101,7610.39%+1,761
AXON ENTERPRISE INC(AXON)03,172+3,17202,6260.59%+2,626
ROCKET LAB CORP(RKLB)048,211+48,21101,7240.39%+1,724
DAVE INC(DAVE)05,993+5,99301,6090.36%+1,609
SUPER GROUP SGHC LIMITED
ORD SHS
0139,185+139,18501,5270.34%+1,527
STRIDE INC(LRN)13,65822,342+8,6841,7283,2440.73%+1,516
AMPHENOL CORP NEW015,306+15,30601,5110.34%+1,511
ADAPTIVE BIOTECHNOLOGIES COR(ADPT)61,363168,277+106,9144561,9600.44%+1,505
BROWN & BROWN INC(BRO)013,441+13,44101,4900.33%+1,490
GUIDEWIRE SOFTWARE INC(GWRE)012,326+12,32602,9020.65%+2,902
ESAB CORPORATION(ESAB)012,244+12,24401,4760.33%+1,476
TRADEWEB MKTS INC(TW)010,007+10,00701,4650.33%+1,465
SIRIUSPOINT LTD(SPNT)22,22183,692+61,4713841,7060.38%+1,322
INVESCO QQQ TR10,44211,259+8174,8966,2111.39%+1,315
VISTRA CORP(VST)06,768+6,76801,3120.29%+1,312
LINCOLN EDL SVCS CORP(LINC)16,65466,275+49,6212641,5280.34%+1,263
INTERDIGITAL INC(IDCC)9,51714,381+4,8641,9683,2250.72%+1,257
SPDR S&P 500 ETF TR(SPY)09,942+9,94206,1431.37%+6,143
REV GROUP INC42,57554,019+11,4441,3452,5710.57%+1,225
SSR MINING IN(SSRM)125,729194,137+68,4081,2612,4730.55%+1,212
PERDOCEO ED CORP(PRDO)036,982+36,98201,2090.27%+1,209
GROUP 1 AUTOMOTIVE INC(GPI)1,6134,144+2,5316161,8100.40%+1,194
NATURAL GROCERS BY VITAMIN C030,377+30,37701,1920.27%+1,192
COMSTOCK RES INC(CRK)043,021+43,02101,1900.27%+1,190
CASEYS GEN STORES INC(CASY)02,255+2,25501,1500.26%+1,150
GALLAGHER ARTHUR J & CO(AJG)07,764+7,76402,4850.56%+2,485
TG THERAPEUTICS INC(TGTX)22,97856,359+33,3819062,0280.45%+1,122
COSTCO WHSL CORP NEW(COST)06,261+6,26106,1981.39%+6,198
CARVANA CO(CVNA)08,138+8,13802,7420.61%+2,742
LIFE TIME GROUP HOLDINGS INC(LTH)15,48847,945+32,4574681,4540.33%+986
RHYTHM PHARMACEUTICALS INC(RYTM)015,466+15,46609770.22%+977
ISHARES TR010,342+10,34202,2320.50%+2,232
SPDR S&P MIDCAP 400 ETF TR(MDY)03,158+3,15801,7890.40%+1,789
WELLTOWER INC(WELL)3,8179,417+5,6005851,4480.32%+863
SPDR DOW JONES INDL AVERAGE(DIA)04,047+4,04701,7830.40%+1,783
NRG ENERGY INC(NRG)012,938+12,93802,0780.46%+2,078
SS&C TECHNOLOGIES HLDGS INC(SSNC)09,463+9,46307840.18%+784
FIRST TR EXCHANGE TRADED FD
NASD TECH DIV
046,735+46,73504,2140.94%+4,214
CONSTELLATION ENERGY CORP(CEG)08,561+8,56102,7630.62%+2,763
VIRTU FINL INC(VIRT)6,32721,187+14,8602419490.21%+708
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
028,313+28,31307050.16%+705
CINTAS CORP(CTAS)3,5546,412+2,8587301,4290.32%+699
ISHARES SILVER TR(SLV)059,378+59,37801,9480.44%+1,948
FASTENAL CO(FAST)2,75621,592+18,8362149070.20%+693
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
08,842+8,84206680.15%+668
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
286,031280,052-5,97911,87012,5382.80%+668
DT MIDSTREAM INC(DTM)06,007+6,00706600.15%+660
LAUREATE EDUCATION INC(LAUR)028,100+28,10006570.15%+657
SLM CORP(SLM)10,18929,109+18,9202999540.21%+655
PORCH GROUP INC(PRCH)055,464+55,46406540.15%+654
D-WAVE QUANTUM INC(QBTS)043,887+43,88706430.14%+643
TECHNIPFMC PLC(FTI)39,11554,631+15,5161,2401,8820.42%+642
ENCOMPASS HEALTH CORP(EHC)05,188+5,18806360.14%+636
SEI EXCHANGE TRADED FUNDS
SELE INTL EQ ETF
021,068+21,06806210.14%+621
HANOVER INS GROUP INC(THG)03,616+3,61606140.14%+614
CROWDSTRIKE HLDGS INC(CRWD)04,105+4,10502,0910.47%+2,091
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
0106,444+106,44403,3850.76%+3,385
ENTERGY CORP NEW(ETR)2,92910,015+7,0862508320.19%+582
VANGUARD INDEX FDS3991,323+9242057510.17%+546
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
018,185+18,18507670.17%+767
LIMBACH HLDGS INC014,192+14,19201,9880.44%+1,988
US FOODS HLDG CORP(USFD)6,30712,238+5,9314139420.21%+530
PROSHARES TR
PSHS ULTRA QQQ
015,528+15,52801,8280.41%+1,828
EXELIXIS INC(EXEL)011,673+11,67305140.12%+514
OLD REP INTL CORP(ORI)013,288+13,28805110.11%+511
STEEL DYNAMICS INC(STLD)03,875+3,87504960.11%+496
CARPENTER TECHNOLOGY CORP(CRS)08,982+8,98202,4820.56%+2,482
NATIONAL FUEL GAS CO(NFG)05,493+5,49304650.10%+465
KENVUE INC(KVUE)021,905+21,90504580.10%+458
SEI INVTS CO(SEIC)05,021+5,02104510.10%+451
SKYWARD SPECIALTY INS GROUP(SKWD)07,669+7,66904430.10%+443
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
08,057+8,05704380.10%+438
VSE CORP(VSEC)3,1966,266+3,0703838210.18%+437
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
020,848+20,84801,0430.23%+1,043
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
08,627+8,62704230.09%+423
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
029,370+29,37001,3170.29%+1,317
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
019,903+19,90301,0430.23%+1,043
ADTALEM GLOBAL ED INC(CVSA)03,082+3,08203920.09%+392
PROSHARES TR
PSHS ULTRUSS2000
010,119+10,11903810.09%+381
GEO GROUP INC NEW(GEO)015,783+15,78303780.08%+378
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
067,907+67,90704,2600.95%+4,260
EQUITABLE HLDGS INC6,02212,204+6,1823146850.15%+371
MICROSOFT CORP(MSFT)03,203+3,20301,5930.36%+1,593
BARRETT BUSINESS SVCS INC08,820+8,82003680.08%+368
VANGUARD WORLD FD01,002+1,00203670.08%+367
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