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Harvest Investment Services, LLC
Harvest Investment Services, LLC is a registered investment advisory firm providing comprehensive financial planning services. It offers global tactical investment models with downside risk controls and faith-based investing solutions.
Investment Strategy
Tactical investment models with downside risk controls; faith-based investing strategies that screen out unfavorable stocks.
Latest 13F Filing Activity
Harvest Investment Services, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 311 equity positions with a total 13F market value of $447M. The fund increased holdings in Kratos Defense & Sec Solutio, Howmet Aerospace Inc., MR Cooper Group Inc. among other positions. Harvest Investment Services, LLC reduced exposure to First TR Exchng Traded FD VI, Skywest Inc., Ishares TR among others.
Top Holdings
Equity Positions (311)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
L LMBS | FIRST TR EXCHANGE-TRADED FD | 4.94% | $22.1M | 448,261 | $49.38 | $49.26 | -$661.2K |
F FOCT | FIRST TR EXCHNG TRADED FD VI | 2.80% | $12.5M | 280,052 | $41.61 | $44.77 | +$667.6K |
G GLD | SPDR GOLD TR | 2.77% | $12.4M | 40,568 | $217.76 | $304.83 | +$2.0M |
G GOCT | FIRST TR EXCHNG TRADED FD VI | 2.49% | $11.1M | 304,630 | $34.33 | $36.56 | +$84.8K |
F FTSM | FIRST TR EXCHANGE-TRADED FD | 2.45% | $11.0M | 182,953 | $59.56 | $59.87 | -$202.5K |
Industry Allocation
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