13F filer

Harvest Investment Services

As of Jun 30, 2026 Filed Aug 14, 2026 CIK 1591097 SEC filings ↗
13F Value
$646.9M
Positions
383
Top Position
LMBS6.9%
Top 5
15.1%

Latest filing changes

vs Mar 31, 2026
1 LITE Lumentum Hldgs +144.3%+$4.5M
2 VIAV Viavi Solutions +400.1%+$3.8M
3 FIX Comfort Sys USA +234.3%+$3.5M
5 PL Planet Labs Pbc +50.6%+$1.7M
Holdings383
# Trend (4Q)
1 LMBS 6.9% $44.9M +0.7% 902.1K 8.2% ETF
2 VSAT 2.4% $15.5M +4.2% 172.9K 1.4% Common Stock
3 GLD 2.3% $14.7M -3.4% 40.0K 3.3% Trust
4 SLV 1.8% $11.7M +11.3% 219.2K 2.5% Trust
5 WDC 1.7% $10.8M -17.9% 17.0K 1.0% Common Stock
6 RDVY 1.6% $10.6M +14.2% 130.8K 1.4% ETF
7 SSRM 1.5% $9.8M -2.5% 348.2K 1.9% Common Stock
8 FTSM 1.5% $9.7M +24.2% 163.0K 1.4% ETF
9 HWM 1.4% $9.1M -4.0% 33.9K 1.5% Common Stock
10 AER 1.4% $8.8M -2.8% 60.5K 1.6% Common Stock
11 LINC 1.2% $7.6M -2.3% 152.0K 1.2% Common Stock
12 LITE 1.2% $7.6M +144.3% 8.8K 0.5% — Common Stock
13 CASY 1.1% $7.2M +15.4% 9.0K 1.0% Common Stock
14 SNEX 1.0% $6.7M +10.6% 56.9K 0.8% Common Stock
15 TTMI 1.0% $6.6M +14.1% 35.5K 0.6% Common Stock
16 FDL 1.0% $6.6M +3.9% 136.1K 1.2% ETF
17 QQQ 1.0% $6.5M -12.8% 8.8K 1.1% ETF
18 COKE 1.0% $6.3M +0.6% 33.1K 1.2% Common Stock
19 CELC 1.0% $6.3M +9.8% 59.7K 1.1% Common Stock
20 PLTR 0.9% $6.1M -14.2% 52.4K 1.6% Common Stock
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing51
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.