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Home > Institutional Investor > Harvest Investment Services, Llc > Profile

Instuitional Investor - Harvest Investment Services, Llc

Fund Profile
Filing Period:
Fund Name: Harvest Investment Services, Llc
Portfolio Value $217,198,885
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Tr Exchange-Traded Fd
 426,854 $25,466,106 11.72%
2.
Nvidia Corp
 NVDA 13,107 $6,490,931 2.98%
3.
First Tr Value Line Divid In
 134,330 $5,448,435 2.5%
4.
Vertiv Holdings Co
 VRT 109,242 $5,246,893 2.41%
5.
First Tr Morningstar Divid L
 145,575 $5,223,219 2.4%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)