Harvest Investment Services, LLC holds a diversified book of 383 stocks worth $646.9M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Argan Inc and trimmed SPDR Gold Shares. Their largest long position is First Trust Low Duration Opp at 7% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
63% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Harvest Investment Services, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $290.9B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $9.6B |
| Farther Finance Advisors, LLC | 79 / 80 | $1.1B |
| ROYAL BANK OF CANADA | 78 / 80 | $76.5B |
| WELLS FARGO & COMPANY/MN | 78 / 80 | $70.9B |
| Arax Advisory Partners | 78 / 80 | $2.3B |
| UBS Group AG | 76 / 80 | $80.1B |
| LPL Financial LLC | 76 / 80 | $47.7B |
Ranked by the share of each fund's own book sitting in the names it shares with Harvest Investment Services, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | First TR Exchange-Traded FD FST LOW OPPT EFT | $44.9M | 902.1K | 6.9% | ▲+0.7% Added · +6K sh | |
| 2 | Viasat Inc COM | $15.5M | 172.9K | 2.4% | ▲+4.2% Added · +7K sh | |
| 3 | SPDR Gold TR GOLD SHS | $14.7M | 40.0K | 2.3% | ▼−3.4% Reduced · −1K sh | |
| 4 | Ishares Silver TR ISHARES | $11.7M | 219.2K | 1.8% | ▲+11% Added · +22K sh | |
| 5 | Western Digital Corp COM | $10.8M | 17.0K | 1.7% | ▼−18% Reduced · −4K sh | |
| 6 | First TR Exchange Traded FD RISNG DIVD ACHIV | $10.6M | 130.8K | 1.6% | ▲+14% Added · +16K sh | |
| 7 | SSR Mining In COM | $9.8M | 348.2K | 1.5% | ▼−2.5% Reduced · −9K sh | |
| 8 | First TR Exchange-Traded FD FIRST TR ENH NEW | $9.7M | 163.0K | 1.5% | ▲+24% Added · +32K sh | |
| 9 | Howmet Aerospace Inc COM | $9.1M | 33.9K | 1.4% | ▼−4.0% Reduced · −1K sh | |
| 10 | Aercap Holdings NV SHS | $8.8M | 60.5K | 1.4% | ▼−2.8% Reduced · −2K sh | |
| 11 | Lincoln Edl Svcs Corp COM | $7.6M | 152.0K | 1.2% | ▼−2.3% Reduced · −4K sh | |
| 12 | Lumentum Hldgs Inc COM | $7.6M | 8.8K | 1.2% | ▲+144% Added · +5K sh | |
| 13 | Caseys Gen Stores Inc COM | $7.2M | 9.0K | 1.1% | ▲+15% Added · +1K sh | |
| 14 | Stonex Group Inc COM | $6.7M | 56.9K | 1.0% | ▲+11% Added · +5K sh | |
| 15 | TTM Technologies Inc COM | $6.6M | 35.5K | 1.0% | ▲+14% Added · +4K sh | |
| 16 | First TR Exchange-Traded FD SHS | $6.6M | 136.1K | 1.0% | ▲+3.9% Added · +5K sh | |
| 17 | Invesco QQQ TR UNIT SER 1 | $6.5M | 8.8K | 1.0% | ▼−13% Reduced · −1K sh | |
| 18 | Coca Cola Cons Inc COM | $6.3M | 33.1K | 1.0% | ▲+0.6% Added · +202 sh | |
| 19 | Celcuity Inc COM | $6.3M | 59.7K | 1.0% | ▲+9.8% Added · +5K sh | |
| 20 | Palantir Technologies Inc CL A | $6.1M | 52.4K | 0.9% | ▼−14% Reduced · −9K sh | |
| 21 | Laureate Ed Inc COMMON STOCK | $6.1M | 168.1K | 0.9% | ▼−15% Reduced · −29K sh | |
| 22 | Nvidia Corporation COM | $6.1M | 30.2K | 0.9% | ▼−2.9% Reduced · −913 sh | |
| 23 | Siriuspoint Ltd COM | $5.6M | 234.4K | 0.9% | ▲+14% Added · +29K sh | |
| 24 | Kratos Defense & Sec Solutio COM NEW | $5.2M | 104.1K | 0.8% | ▼−13% Reduced · −15K sh | |
| 25 | Apple Inc COM | $5.2M | 17.8K | 0.8% | ▼−1.5% Reduced · −273 sh | |
| 26 | First TR Exchange-Traded FD SHS | $5.1M | 106.2K | 0.8% | ▲+3.9% Added · +4K sh | |
| 27 | First TR Exchange Traded FD NASD TECH DIV | $5.0M | 43.6K | 0.8% | ▲+7.8% Added · +3K sh | |
| 28 | Planet Labs PBC COM CL A | $5.0M | 150.8K | 0.8% | ▲+51% Added · +51K sh | |
| 29 | Comfort Sys USA Inc COM | $5.0M | 2.5K | 0.8% | ▲+234% Added · +2K sh | |
| 30 | Azz Inc COM | $4.8M | 31.1K | 0.7% | ▼−4.3% Reduced · −1K sh | |
| 31 | Woodward Inc COM | $4.8M | 11.2K | 0.7% | ▼−13% Reduced · −2K sh | |
| 32 | Viavi Solutions Inc COM | $4.8M | 100.1K | 0.7% | ▲+400% Added · +80K sh | |
| 33 | Curtiss Wright Corp COM | $4.7M | 6.2K | 0.7% | ▼−15% Reduced · −1K sh | |
| 34 | Costco Wholesale Corporation COM | $4.5M | 4.8K | 0.7% | ▲+9.5% Added · +414 sh | |
| 35 | Hecla Mining Company COM | $4.4M | 287.2K | 0.7% | ▲+10% Added · +27K sh | |
| 36 | First TR Exchng Traded FD VI FT VEST UQ EQT | $4.4M | 81.0K | 0.7% | ▲+1.7% Added · +1K sh | |
| 37 | State STR SPDR S&P 500 ETF T TR UNIT | $4.3M | 5.7K | 0.7% | ▲+1.7% Added · +96 sh | |
| 38 | Aehr Test Sys COM | $4.3M | 44.4K | 0.7% | ▲+91% Added · +21K sh | |
| 39 | Broadcom Inc COM | $4.0M | 10.7K | 0.6% | ▼−23% Reduced · −3K sh | |
| 40 | Argan Inc COM | $4.0M | 5.0K | 0.6% | ▲New New position | |
| 41 | Wisdomtree TR US QTLY DIV GRT | $4.0M | 41.9K | 0.6% | ▲+11% Added · +4K sh | |
| 42 | Ishares TR RUSSELL 2000 ETF | $4.0M | 13.2K | 0.6% | ▲+10% Added · +1K sh | |
| 43 | First TR Exchng Traded FD VI FT LADD BUFF ETF | $3.9M | 108.0K | 0.6% | ▲+12% Added · +11K sh | |
| 44 | Welltower Inc COM | $3.8M | 16.9K | 0.6% | ▼−12% Reduced · −2K sh | |
| 45 | Kodiak Sciences Inc COM | $3.8M | 97.8K | 0.6% | ▲+37% Added · +26K sh | |
| 46 | Rocket Lab Corp COM | $3.8M | 37.3K | 0.6% | ▼−38% Reduced · −23K sh | |
| 47 | Vaneck ETF Trust CLO ETF | $3.7M | 70.0K | 0.6% | ▲+4.0% Added · +3K sh | |
| 48 | First TR Exchange Traded FD FIRST TRUST S&P | $3.7M | 91.3K | 0.6% | ▲+9.7% Added · +8K sh | |
| 49 | Taiwan Semiconductor Manufac SPONSORED ADS | $3.6M | 7.6K | 0.6% | ▼−4.7% Reduced · −373 sh | |
| 50 | Astronics Corp COM | $3.6M | 44.0K | 0.6% | ▲+22% Added · +8K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1591097/holdings"
Use Arkolith to show Harvest Investment Services, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.