MondegarAI
Harvest Investment Services, LLC

Q2 2024 · 13F-HR

Harvest Investment Services, LLCholdings as filed

Filed 2024-08-13 · accession 0001172661-24-003332

$252.0M
Reported value
184
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$28.5M11.3%478,153CommonNONE
67066G104NVDANVIDIA CORPORATION$7.5M2.96%60,463CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$6.6M2.61%40,559CommonNONE
92537N108VRTVERTIV HOLDINGS CO$5.9M2.35%68,562CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$5.9M2.34%144,437CommonNONE
78463V107GLDSPDR GOLD TR$5.6M2.23%26,152CommonNONE
336917109FDLFIRST TR MORNINGSTAR DIVID L$5.5M2.16%143,725CommonNONE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$5.4M2.15%6,623CommonNONE
46090E103QQQINVESCO QQQ TR$5.3M2.10%11,068CommonNONE
11135F101AVGOBROADCOM INC$5.1M2.03%3,184CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$5.1M2.01%9,288CommonNONE
46428Q109SLVISHARES SILVER TR$4.5M1.78%168,878CommonNONE
243537107DECKDECKERS OUTDOOR CORP$4.5M1.77%4,599CommonNONE
74348A467NOBLPROSHARES TR$4.3M1.70%44,551CommonNONE
03831W108APPAPPLOVIN CORP$3.9M1.54%46,679CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$3.8M1.51%4,482CommonNONE
33738R118TDIVFIRST TR EXCHANGE-TRADED FD$3.6M1.42%47,436CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$3.4M1.36%62,385CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$3.4M1.35%133,895CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$3.4M1.33%8,758CommonNONE
Y8565N300TNKTEEKAY TANKERS LTD$3.0M1.19%43,520CommonNONE
88642R109TDWTIDEWATER INC NEW$2.9M1.15%30,481CommonNONE
92189H748CLOIVANECK ETF TRUST$2.9M1.14%54,326CommonNONE
745867101PHMPULTE GROUP INC$2.8M1.10%25,289CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$2.7M1.07%5,046CommonNONE
97717X669DGRWWISDOMTREE TR$2.6M1.04%33,630CommonNONE
532457108LLYELI LILLY & CO$2.6M1.04%2,894CommonNONE
037833100AAPLAPPLE INC$2.6M1.04%12,408CommonNONE
464287309IVWISHARES TR$2.3M0.93%25,222CommonNONE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$2.1M0.84%63,253CommonNONE
607828100MODMODINE MFG CO$2.0M0.81%20,406CommonNONE
G48833118WFRDWEATHERFORD INTL PLC$2.0M0.80%16,484CommonNONE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$2.0M0.79%43,801CommonNONE
464287606IJKISHARES TR$1.9M0.76%21,817CommonNONE
33738R100MDIVFIRST TR EXCHANGE-TRADED FD$1.8M0.72%115,490CommonNONE
33734X200FGDFIRST TR EXCHANGE TRADED FD$1.8M0.70%79,369CommonNONE
594972408MSTRMICROSTRATEGY INC$1.6M0.65%1,196CommonNONE
74347R206QLDPROSHARES TR$1.6M0.65%16,430CommonNONE
67059N108NTNXNUTANIX INC$1.6M0.64%28,286CommonNONE
56585A102MPCMARATHON PETE CORP$1.6M0.63%9,186CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$1.5M0.61%5,977CommonNONE
33740F763FFEBFIRST TR EXCHNG TRADED FD VI$1.5M0.60%32,214CommonNONE
464287655IWMISHARES TR$1.5M0.59%7,385CommonNONE
739128106POWLPOWELL INDS INC$1.5M0.59%10,413CommonNONE
Y2106R110LPGDORIAN LPG LTD$1.4M0.57%34,078CommonNONE
830879102SKYWSKYWEST INC$1.4M0.56%17,233CommonNONE
594918104MSFTMICROSOFT CORP$1.4M0.56%3,138CommonNONE
464287614IWFISHARES TR$1.4M0.55%3,836CommonNONE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$1.3M0.50%29,565CommonNONE
33738D408HYLSFIRST TR EXCHANGE-TRADED FD$1.2M0.49%30,473CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$1.2M0.48%69,399CommonNONE
85207K107PSLVSPROTT PHYSICAL SILVER TR$1.2M0.48%121,123CommonNONE
92840M102VSTVISTRA CORP$1.2M0.47%13,886CommonNONE
33740U505FDECFIRST TR EXCHNG TRADED FD VI$1.2M0.46%27,406CommonNONE
302635206FSKFS KKR CAP CORP$1.2M0.46%58,928CommonNONE
18915M107NETCLOUDFLARE INC$1.1M0.45%13,637CommonNONE
78468R663BILSPDR SER TR$1.1M0.45%12,230CommonNONE
G87110105FTITECHNIPFMC PLC$1.1M0.43%41,687CommonNONE
191098102COKECOCA COLA CONS INC$1.1M0.43%1,000CommonNONE
464287200IVVISHARES TR$1.1M0.43%1,974CommonNONE
013872106AAALCOA CORP$1.0M0.40%25,617CommonNONE
682189105ONON SEMICONDUCTOR CORP$994,4550.39%14,507CommonNONE
46138E610KBWDINVESCO EXCH TRADED FD TR II$987,5150.39%65,659CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$987,2200.39%2,524CommonNONE
464287465EFAISHARES TR$970,1950.38%12,386CommonNONE
464287598IWDISHARES TR$953,1300.38%5,463CommonNONE
M46528101FROFRONTLINE PLC$942,2750.37%36,579CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$925,0860.37%13,499CommonNONE
84265V105SCCOSOUTHERN COPPER CORP$903,8310.36%8,389CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$890,5910.35%30,795CommonNONE
00287Y109ABBVABBVIE INC$879,6450.35%5,129CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$857,8560.34%4,241CommonNONE
33740U778BUFGFIRST TR EXCHNG TRADED FD VI$855,3840.34%36,870CommonNONE
742718109PGPROCTER AND GAMBLE CO$836,1150.33%5,070CommonNONE
00827B106AFRMAFFIRM HLDGS INC$820,5640.33%27,162CommonNONE
66538H534BIBLNORTHERN LTS FD TR IV$816,8250.32%21,507CommonNONE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$807,1230.32%40,336CommonNONE
254604101IRONDISC MEDICINE INC$802,9220.32%17,815CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$802,6240.32%12,358CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$794,4710.32%3,967CommonNONE
74347B698SMDVPROSHARES TR$790,3740.31%12,722CommonNONE
33740F599FMARFIRST TR EXCHNG TRADED FD VI$788,5510.31%19,432CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$780,3640.31%11,164CommonNONE
278865100ECLECOLAB INC$774,6900.31%3,255CommonNONE
144285103CRSCARPENTER TECHNOLOGY CORP$768,8130.31%7,016CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$758,5600.30%15,787CommonNONE
18452B209CLSKCLEANSPARK INC$739,6330.29%46,372CommonNONE
002824100ABTABBOTT LABS$739,4310.29%7,116CommonNONE
74347B680REGLPROSHARES TR$726,5480.29%9,870CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$718,0090.28%4,131CommonNONE
74762E102QUREQUANTA SVCS INC$694,8090.28%2,735CommonNONE
33739P103FTLSFIRST TR EXCH TRADED FD III$673,9280.27%10,767CommonNONE
04523Y105ASPNASPEN AEROGELS INC$653,5620.26%27,403CommonNONE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$644,2330.26%26,349CommonNONE
33740F748FMAYFIRST TR EXCHNG TRADED FD VI$642,5140.25%14,390CommonNONE
78468R804LGLVSPDR SER TR$637,5390.25%4,179CommonNONE
33740F847FNOVFIRST TR EXCHNG TRADED FD VI$636,2950.25%13,823CommonNONE
570535104MKLMARKEL GROUP INC$631,8400.25%401CommonNONE
G6700G107NVTNVENT ELECTRIC PLC$621,7670.25%8,116CommonNONE
02079K107GOOGALPHABET INC$607,1200.24%3,310CommonNONE
687793109OSCROSCAR HEALTH INC$601,9040.24%38,047CommonNONE
518415104LSCCLATTICE SEMICONDUCTOR CORP$584,7130.23%10,083CommonNONE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$578,1200.23%2,980CommonNONE
49803T300KRGKITE RLTY GROUP TR$555,5060.22%24,822CommonNONE
66538H658BLESNORTHERN LTS FD TR IV$545,8210.22%14,950CommonNONE
74347R107SSOPROSHARES TR$528,5570.21%6,399CommonNONE
92189F486FLTRVANECK ETF TRUST$526,4200.21%20,636CommonNONE
023135106AMZNAMAZON COM INC$522,1620.21%2,702CommonNONE
902673102UFPTUFP TECHNOLOGIES INC$514,8100.20%1,951CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$500,7710.20%1,231CommonNONE
G9460G101VALVALARIS LTD$486,9320.19%6,536CommonNONE
278768106SATSECHOSTAR CORP$483,8800.19%27,169CommonNONE
124805102CBZCBIZ INC$481,5020.19%6,498CommonNONE
750491102RDNTRADNET INC$476,9570.19%8,095CommonNONE
33740F649QDECFIRST TR EXCHNG TRADED FD VI$470,4230.19%18,055CommonNONE
146869102CVNACARVANA CO$466,2240.18%3,622CommonNONE
69374H709GCOWPACER FDS TR$464,8350.18%13,785CommonNONE
46124J201IVTINVENTRUST PPTYS CORP$446,8440.18%18,047CommonNONE
443201108HWMHOWMET AEROSPACE INC$446,1400.18%5,747CommonNONE
72201R833MINTPIMCO ETF TR$445,3760.18%4,425CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$443,6950.18%2,165CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$431,8900.17%1,423CommonNONE
46138E198XMLVINVESCO EXCH TRADED FD TR II$421,1790.17%7,626CommonNONE
46138E339SPMOINVESCO EXCH TRADED FD TR II$416,6230.17%4,764CommonNONE
166764100CVXCHEVRON CORP NEW$415,8540.16%2,659CommonNONE
33740F623FJANFIRST TR EXCHNG TRADED FD VI$405,7530.16%9,348CommonNONE
15135U109CVECENOVUS ENERGY INC$400,5920.16%20,376CommonNONE
464287408IVEISHARES TR$399,8760.16%2,197CommonNONE
03957W106AROCARCHROCK INC$399,5670.16%19,761CommonNONE
30290Y101FSCOFS CREDIT OPPORTUNITIES CORP$398,9530.16%62,630CommonNONE
33740F722FJUNFIRST TR EXCHNG TRADED FD VI$398,0900.16%8,225CommonNONE
74347R305DDMPROSHARES TR$390,5400.15%4,707CommonNONE
464287721IYWISHARES TR$388,1400.15%2,579CommonNONE
859241101STRLSTERLING INFRASTRUCTURE INC$375,1380.15%3,170CommonNONE
149123101CATCATERPILLAR INC$372,2170.15%1,117CommonNONE
05370A108RNAGBPAVIDITY BIOSCIENCES INC$370,4280.15%9,068CommonNONE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$368,2470.15%7,289CommonNONE
33740F557QJUNFIRST TR EXCHNG TRADED FD VI$357,9540.14%13,523CommonNONE
33734G108FRIFIRST TR S&P REIT INDEX FD$356,5060.14%13,886CommonNONE
23331A109DHID R HORTON INC$355,2850.14%2,521CommonNONE
713448108PEPPEPSICO INC$341,2400.14%2,069CommonNONE
91851C201EGYVAALCO ENERGY INC$340,1060.13%54,243CommonNONE
303250104FICOFAIR ISAAC CORP$328,9940.13%221CommonNONE
04271T100ARRYARRAY TECHNOLOGIES INC$327,3200.13%31,903CommonNONE
199908104FIXCOMFORT SYS USA INC$321,4550.13%1,057CommonNONE
30041R108EVEREVERQUOTE INC$311,6070.12%14,938CommonNONE
889478103TOLTOLL BROTHERS INC$308,5680.12%2,679CommonNONE
66538H419WWJDNORTHERN LTS FD TR IV$304,3510.12%10,331CommonNONE
G98239109XPXP INC$302,7240.12%17,210CommonNONE
78464A359CWBSPDR SER TR$298,8330.12%4,147CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$297,5250.12%4,749CommonNONE
887432359TPLCTIMOTHY PLAN$297,4660.12%7,331CommonNONE
57638P104MBCMASTERBRAND INC$295,5820.12%20,135CommonNONE
33740F581QMARFIRST TR EXCHNG TRADED FD VI$291,2160.12%10,408CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$286,1420.11%5,790CommonNONE
33740U836QSPTFIRST TR EXCHNG TRADED FD VI$281,3830.11%10,812CommonNONE
Y8564W103TEEKAY CORPORATION$279,3710.11%31,145CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$274,6350.11%3,554CommonNONE
58933Y105MRKMERCK & CO INC$272,1120.11%2,198CommonNONE
33738R811FTXLFIRST TR EXCHANGE-TRADED FD$265,6280.11%2,660CommonNONE
389637109GBTCGRAYSCALE BITCOIN TR BTC$254,6470.10%4,783CommonNONE
53263P105LMBLIMBACH HLDGS INC$253,5660.10%4,454CommonNONE
74347R404MVVPROSHARES TR$247,3790.10%3,983CommonNONE
88160R101TSLATESLA INC$246,5580.10%1,246CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$246,3950.10%4,882CommonNONE
74347R842UWMPROSHARES TR$244,4150.10%6,565CommonNONE
33740U885FAPRFIRST TR EXCHNG TRADED FD VI$238,7610.09%6,119CommonNONE
02079K305GOOGLALPHABET INC$235,7120.09%1,294CommonNONE
464287515IGVISHARES TR$228,1130.09%2,625CommonNONE
30231G102XOMEXXON MOBIL CORP$219,7650.09%1,909CommonNONE
97717W505DONWISDOMTREE TR$219,3530.09%4,690CommonNONE
46435G342REMISHARES TR$217,0840.09%9,796CommonNONE
464288679SHVISHARES TR$214,5910.09%1,942CommonNONE
46138G102XSLVINVESCO EXCH TRADED FD TR II$212,1360.08%4,859CommonNONE
747525103QCOMQUALCOMM INC$209,9360.08%1,054CommonNONE
68389X105ORCLORACLE CORP$207,9880.08%1,473CommonNONE
78464A201SLYGSPDR SER TR$207,1800.08%2,413CommonNONE
33740F441GMAYFIRST TR EXCHNG TRADED FD VI$203,8280.08%5,825CommonNONE
984017103XHRXENIA HOTELS & RESORTS INC$201,8800.08%14,088CommonNONE
04649U102ASURASURE SOFTWARE INC$179,9280.07%21,420CommonNONE
12674W109CABACABALETTA BIO INC$118,7150.05%15,871CommonNONE
86745K104NOVAQSUNNOVA ENERGY INTL INC.$93,4930.04%16,755CommonNONE
30049H102EVLVEVOLV TECHNOLOGIES HLDNGS IN$86,9860.03%34,112CommonNONE
379378201GNLGLOBAL NET LEASE INC$78,7920.03%10,720CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.