AiSiWhale

AI & tech investing

Harvest Investment Services, LLC

CIK 1591097

13F filing for Q2 2026・No. 3,350

Holdings
US$646.87M
Quarter change
+US$100.19M
Entries
383
Net bought (estimate)
+US$37.67M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 88
  • Sold out 51
  • Cut 126
  • Added 150
  • Corporate actions 2
  • Unchanged 19

Largest holdings

383 stocks worth US$646.87M, options and bonds left out.

StockThis quarterValueWeight
FIRST TR EXCHANGE-TRADED FDFST LOW OPPT EFTAddedUS$44.91M6.94%
VSATVIASAT INCCOMAddedUS$15.53M2.40%
GLDSPDR GOLD TRGOLD SHSCutUS$14.72M2.28%
ISHARES SILVER TRISHARESAddedUS$11.72M1.81%
WDCWESTERN DIGITAL CORPCOMCutUS$10.83M1.67%
FIRST TR EXCHANGE TRADED FDRISNG DIVD ACHIVAddedUS$10.6M1.64%
SSRMSSR MINING INCOMCutUS$9.85M1.52%
FIRST TR EXCHANGE-TRADED FDFIRST TR ENH NEWAddedUS$9.74M1.51%
HWMHOWMET AEROSPACE INCCOMCutUS$9.12M1.41%
AERAERCAP HOLDINGS NVSHSCutUS$8.82M1.36%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.