Fund HoldingsHarvest Investment Services, LLC

Total Portfolio Value
$530.01M
Total Bought
$144.59M
Total Sold
$114.05M
Net Transaction
+$30.54M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
0740,376+740,376037,0116.98%+37,011
AERCAP HOLDINGS NV(AER)074,882+74,882010,7652.03%+10,765
ISHARES SILVER TR(SLV)89,953184,425+94,4723,81111,8812.24%+8,069
SPDR GOLD TR(GLD)42,64850,307+7,65915,16019,9373.76%+4,777
LAUREATE EDUCATION INC(LAUR)57,350168,025+110,6751,8095,6571.07%+3,849
VIASAT INC(VSAT)29,686119,863+90,1778704,1300.78%+3,261
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
0108,716+108,71607,5531.42%+7,553
ANGEL STUDIOS INC0644,703+644,70303,0110.57%+3,011
FIRST TR EXCHANGE TRADED FD
FIRST TRUST S&P
081,882+81,88202,9320.55%+2,932
WESTERN DIGITAL CORP(WDC)016,767+16,76702,8880.54%+2,888
CELCUITY INC(CELC)28,87842,485+13,6071,4274,2370.80%+2,811
ARMSTRONG WORLD INDS INC NEW(AWI)4,69019,365+14,6759193,7010.70%+2,781
HECLA MNG CO(HL)0143,393+143,39302,7520.52%+2,752
CIDARA THERAPEUTICS INC7,87214,045+6,1737543,1020.59%+2,349
HCI GROUP INC014,755+14,75502,8280.53%+2,828
VSE CORP(VSEC)12,59222,698+10,1062,0933,9220.74%+1,828
KODIAK SCIENCES INC(KOD)061,983+61,98301,7330.33%+1,733
OLEMA PHARMACEUTICALS INC(OLMA)068,723+68,72301,7180.32%+1,718
AMPHENOL CORP NEW35,08143,459+8,3784,3415,8731.11%+1,532
FIRST TR EXCHNG TRADED FD VI
FT VEST UQ EQT
064,988+64,98803,3260.63%+3,326
NATIONAL VISION HLDGS INC(EYE)057,184+57,18401,4760.28%+1,476
GUARDANT HEALTH INC(GH)014,417+14,41701,4730.28%+1,473
REV GROUP INC68,16286,613+18,4513,8635,2670.99%+1,404
TERNS PHARMACEUTICALS INC033,286+33,28601,3450.25%+1,345
FIRST TR EXCHANGE-TRADED FD
DOW 30 EQL WGT
031,442+31,44201,2990.25%+1,299
SPROTT ASSET MANAGEMENT LP(PSLV)179,899173,665-6,2342,8244,1070.77%+1,283
ALPHABET INC(GOOG)06,851+6,85102,1440.40%+2,144
ROCKET LAB CORP(RKLB)49,93652,005+2,0692,3923,6280.68%+1,235
C H ROBINSON WORLDWIDE INC(CHRW)07,680+7,68001,2350.23%+1,235
STOKE THERAPEUTICS INC(STOK)038,347+38,34701,2170.23%+1,217
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
08,019+8,01901,1540.22%+1,154
COCA COLA CONS INC(COKE)35,20234,254-9484,1245,2510.99%+1,127
INVESCO LTD(IVZ)041,834+41,83401,0990.21%+1,099
COGENT BIOSCIENCES INC(COGT)030,738+30,73801,0920.21%+1,092
OREILLY AUTOMOTIVE INC(ORLY)19,08634,431+15,3452,0583,1400.59%+1,083
ELI LILLY & CO(LLY)02,599+2,59902,7930.53%+2,793
AMERICAN HEALTHCARE REIT INC(AHR)027,845+27,84501,3100.25%+1,310
NLIGHT INC(LASR)027,507+27,50701,0320.19%+1,032
DELEK US HLDGS INC NEW(DK)034,682+34,68201,0290.19%+1,029
CIENA CORP(CIEN)04,295+4,29501,0040.19%+1,004
KLA CORP(KLAC)01,047+1,04701,2720.24%+1,272
APPLE INC(AAPL)16,27618,625+2,3494,1445,0630.96%+919
POLARIS INC(PII)014,530+14,53009190.17%+919
WOODWARD INC(WWD)9,26110,641+1,3802,3403,2170.61%+877
MICROSOFT CORP(MSFT)05,034+5,03402,4350.46%+2,435
TETRA TECHNOLOGIES INC DEL(TTI)086,164+86,16408070.15%+807
TTM TECHNOLOGIES INC(TTMI)011,569+11,56907980.15%+798
STONEX GROUP INC(SNEX)29,51939,522+10,0032,9793,7600.71%+781
WELLTOWER INC(WELL)12,07715,792+3,7152,1512,9310.55%+780
ASTRONICS CORP014,287+14,28707750.15%+775
PLANET LABS PBC(PL)037,239+37,23907340.14%+734
SS&C TECHNOLOGIES HLDGS INC(SSNC)018,439+18,43901,6120.30%+1,612
LUMENTUM HLDGS INC(LITE)01,888+1,88806960.13%+696
GOLDMAN SACHS ETF TR
NASDA 100 ETF
013,000+13,00006870.13%+687
LIBERTY LIVE HOLDINGS INC(LLYVA)08,107+8,10706740.13%+674
PROCURE ETF TRUST II
SPACE ETF
017,340+17,34006700.13%+670
CASEYS GEN STORES INC(CASY)6,5547,883+1,3293,7054,3570.82%+652
ADAPTIVE BIOTECHNOLOGIES COR(ADPT)344,512356,114+11,6025,1545,7831.09%+629
SPDR SERIES TRUST
ST STR R1K LOWV
03,583+3,58306290.12%+629
RED VIOLET INC(RDVT)010,971+10,97106250.12%+625
NVIDIA CORPORATION(NVDA)030,698+30,69805,7251.08%+5,725
INDIVIOR PLC016,977+16,97706090.11%+609
ARCUTIS BIOTHERAPEUTICS INC(ARQT)020,499+20,49905950.11%+595
GLOO HOLDINGS INC0102,803+102,80305850.11%+585
PROSHARES TR
SHOR S&P 500 NEW
014,725+14,72505310.10%+531
SSR MINING IN(SSRM)234,540285,316+50,7765,7256,2561.18%+530
WAYFAIR INC(W)05,190+5,19005210.10%+521
INSMED INC(INSM)02,990+2,99005200.10%+520
VANECK ETF TRUST
CLO ETF
085,376+85,37604,5090.85%+4,509
STRATEGY SHS
EVENTIDE US MRKT
018,197+18,19704900.09%+490
STERLING INFRASTRUCTURE INC(STRL)01,566+1,56604800.09%+480
ASTERA LABS INC(ALAB)2,5645,865+3,3015029760.18%+474
TESLA INC(TSLA)1,4382,452+1,0146401,1030.21%+463
META PLATFORMS INC(META)01,323+1,32308730.16%+873
HERITAGE INSURANCE HLDGS INC(HRTG)014,413+14,41304220.08%+422
NATIONAL FUEL GAS CO(NFG)8,95915,483+6,5248281,2400.23%+412
NORTHERN LTS FD TR IV
INSPI GROWT ETF
011,197+11,19704010.08%+401
AMAZON COM INC(AMZN)5,5637,024+1,4611,2221,6210.31%+400
INHIBRX BIOSCIENCES INC(INBX)05,049+5,04903990.08%+399
FIRST TR EXCHANGE-TRADED FD011,232+11,23203970.07%+397
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
0103,729+103,72903,5540.67%+3,554
UNITEDHEALTH GROUP INC(UNH)01,127+1,12703720.07%+372
BROADCOM INC(AVGO)13,69214,124+4324,5174,8880.92%+371
PAR PAC HOLDINGS INC(PARR)010,386+10,38603650.07%+365
ALPHABET INC(GOOG)03,858+3,85801,2110.23%+1,211
THOR FINL TECHNOLOGIES TR011,060+11,06003300.06%+330
BONDBLOXX ETF TRUST
BLOOMBERG ONE YR
012,372+12,37206130.12%+613
CATERPILLAR INC(CAT)0549+54903150.06%+315
RTX CORPORATION(RTX)01,678+1,67803080.06%+308
NAVITAS SEMICONDUCTOR CORP(NVTS)042,279+42,27903020.06%+302
ISHARES TR02,381+2,38101,6310.31%+1,631
MERCK & CO INC(MRK)02,717+2,71702860.05%+286
BERKSHIRE HATHAWAY INC DEL02,412+2,41201,2120.23%+1,212
WALMART INC(WMT)02,516+2,51602800.05%+280
SALESFORCE INC(CRM)01,035+1,03502740.05%+274
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
013,213+13,21306810.13%+681
BITWISE BITCOIN ETF TR(BITB)05,262+5,26202500.05%+250
RIGETTI COMPUTING INC(RGTI)28,39749,433+21,0368461,0950.21%+249
ADVANCED MICRO DEVICES INC(AMD)01,147+1,14702460.05%+246
CSG SYS INTL INC03,018+3,01802310.04%+231
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