1y return+20.3%S&P 500 +20.9%
3y return+62.0%S&P 500 +68.5%
5y return+51.7%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2018: $254 against $299 in the S&P 500.2
Harvest Investment Services, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| LMBSFirst Tr Exchange-traded Fd | $44.9M | 6.9% | |
| VSATViasat Inc | $15.5M | 2.4% | +4.2% |
| GLDSpdr Gold Tr | $14.7M | 2.3% | −3.4% |
| SLVIshares Silver Tr | $11.7M | 1.8% | +11.3% |
| WDCWestern Digital Corp | $10.8M | 1.7% | −17.9% |
| RDVYFirst Tr Exchange Traded Fd | $10.6M | 1.6% | +14.2% |
| SSRMSsr Mining In | $9.8M | 1.5% | −2.5% |
| FTSMFirst Tr Exchange-traded Fd | $9.7M | 1.5% | +24.2% |
| HWMHowmet Aerospace Inc | $9.1M | 1.4% | −4.0% |
| Aercap Holdings NvCUSIP N00985106 | $8.8M | 1.4% | −2.8% |
| LINCLincoln Edl Svcs Corp | $7.6M | 1.2% | −2.3% |
| LITELumentum Hldgs Inc | $7.6M | 1.2% | +144.3% |
| CASYCaseys Gen Stores Inc | $7.2M | 1.1% | +15.4% |
| SNEXStonex Group Inc | $6.7M | 1.0% | +10.6% |
| TTMITtm Technologies Inc | $6.6M | 1.0% | +14.1% |
| FDLFirst Tr Exchange-traded Fd | $6.6M | 1.0% | +3.9% |
| QQQInvesco Qqq Tr | $6.5M | 1.0% | −12.8% |
| COKECoca Cola Cons Inc | $6.3M | 1.0% | |
| CELCCelcuity Inc | $6.3M | 1.0% | +9.8% |
| PLTRPalantir Technologies Inc | $6.1M | 0.9% | −14.2% |
| LAURLaureate Ed Inc | $6.1M | 0.9% | −14.6% |
| NVDANvidia Corporation | $6.1M | 0.9% | −2.9% |
| Siriuspoint LtdCUSIP G8192H106 | $5.6M | 0.9% | +14.2% |
| KTOSKratos Defense & Sec Solutio | $5.2M | 0.8% | −12.9% |
| AAPLApple Inc | $5.2M | 0.8% | −1.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $6.1M |
| PLTRPalantir Technologies Inc | December 31, 2023 | +579.5% | $6.1M |
| AVGOBroadcom Inc | September 30, 2023 | +354.8% | $4.0M |
| WDCWestern Digital Corp | December 31, 2025 | +270.8% | $10.8M |
| HWMHowmet Aerospace Inc | June 30, 2024 | +246.3% | $9.1M |
| AEHRAehr Test Sys | September 30, 2025 | +219.0% | $4.3M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $5.2M |
| LINCLincoln Edl Svcs Corp | March 31, 2025 | +214.4% | $7.6M |
| VSATViasat Inc | September 30, 2025 | +206.5% | $15.5M |
| SSRMSsr Mining In | March 31, 2025 | +182.0% | $9.8M |
Sold off last quarter
- IDCCInterdigital Inc was $6.3M
- APHAmphenol Corp was $6.1M
- RYTMRhythm Pharmaceuticals Inc was $4.2M
- OSISOsi Systems Inc was $4.0M
- AWIArmstrong World Inds Inc New was $3.3M
- ORLYOreilly Automotive Inc was $3.0M
- USFDUs Foods Hldg Corp was $2.8M
- Terns Pharmaceuticals IncCUSIP 880881107 was $2.7M
- STOKStoke Therapeutics Inc was $2.0M
- COGTCogent Biosciences Inc was $2.0M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.2% | +14.8% |
| March 31, 2026 | −0.4% | −4.6% |
| December 31, 2025 | −0.4% | +2.4% |
| September 30, 2025 | +9.0% | +7.8% |
| June 30, 2025 | +10.8% | +10.5% |
| March 31, 2025 | −5.5% | −4.6% |
| December 31, 2024 | +3.7% | +2.1% |
| September 30, 2024 | +5.2% | +5.4% |
| June 30, 2024 | +1.6% | +4.0% |
| March 31, 2024 | +11.5% | +10.0% |
| December 31, 2023 | +8.5% | +11.2% |
| September 30, 2023 | −4.1% | −3.6% |
| June 30, 2023 | +5.2% | +8.3% |
| March 31, 2023 | +3.4% | +7.0% |
| December 31, 2022 | +5.1% | +7.1% |
| September 30, 2022 | −1.5% | −5.3% |
| June 30, 2022 | −17.0% | −16.5% |
| March 31, 2022 | −5.7% | −4.9% |
| December 31, 2021 | +7.3% | +10.7% |
| September 30, 2021 | −0.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Harvest Investment Services, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1591097&type=13F-HR&dateb=&owner=include&count=40CIK 1591097
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1591097/000117266126003722/Filed August 14, 2026 · accession 0001172661-26-003722