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CIK: 0001923739
Total reported value
$7.1B
$7.1B
241 檔
8.3%
During the Q3 2024 filing period, Harvest Portfolios Group Inc. (CIK: 0001923739) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $7.1B across 241 reported positions.
During Q3 2024, Harvest Portfolios Group Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 241 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 8.96% | -0.88% | +33.04% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 3.11% | -0.53% | +117.29% | |
| 3 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.54% | +0.58% | +30.45% | |
| 4 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.53% | -0.14% | -2.13% | |
| 5 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.46% | +0.04% | -9.21% | |
| 6 | BSX | Boston Scientific CORP | Stock-Healthcare | 2.09% | -0.19% | +7.81% | |
| 7 | MDT | Medtronic plc | Stock-Healthcare | 2.06% | -0.02% | +6.51% | |
| 8 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 2.03% | -0.21% | -4.58% | |
| 9 | SYK | Stryker CORP | Stock-Healthcare | 2.03% | -0.02% | +10.60% | |
| 10 | ABT | Abbott Laboratories | Stock-Healthcare | 1.99% | -0.09% | +7.91% | |
| 11 | ZTS | Zoetis Inc | Stock-Healthcare | 1.98% | -1.06% | EXIT | |
| 12 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.98% | -0.17% | +30.59% | |
| 13 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 1.90% | -0.14% | -3.80% | |
| 14 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.88% | -0.17% | +18.96% | |
| 15 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 1.88% | — | +3.04% | |
| 16 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.88% | +0.05% | +0.64% | |
| 17 | DHR | Danaher CORP | Stock-Healthcare | 1.87% | +0.05% | +1.23% | |
| 18 | A | Agilent Technologies Inc | Stock-Healthcare | 1.85% | +0.05% | -1.70% | |
| 19 | AMGN | Amgen Inc | Stock-Healthcare | 1.83% | -0.13% | -8.05% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 1.79% | -0.11% | -16.26% | |
| 21 | ELV | Elevance Health Inc | Stock-Healthcare | 1.78% | — | +6.30% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.78% | +0.42% | +34.45% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.70% | +0.30% | +79.44% | |
| 24 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.69% | -0.19% | -16.96% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 1.55% | +0.07% | +1642.58% | |
| 26 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.55% | — | -13.71% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 1.48% | +0.09% | +4.44% | |
| 28 | ACN | Accenture plc | Stock-Tech | 1.46% | -0.61% | -0.64% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 1.44% | +0.18% | -16.11% | |
| 30 | TXN | Texas Instruments Inc | Stock-Tech | 1.38% | +0.04% | -7.29% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.32% | +0.30% | +0.14% | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.97% | -0.05% | -7.69% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.93% | -0.01% | +13.36% | |
| 34 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.86% | -0.01% | +3.27% | |
| 35 | MSI | Motorola Solutions Inc | Stock-Tech | 0.86% | -0.09% | -6.69% | |
| 36 | NOW | Servicenow Inc | Stock-Tech | 0.85% | +0.06% | -0.28% | |
| 37 | MS | Morgan Stanley | Stock-Financials | 0.83% | +0.01% | -3.55% | |
| 38 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.81% | +0.24% | — | |
| 39 | CRM | Salesforce Inc | Stock-Tech | 0.81% | -0.41% | EXIT | |
| 40 | MU | Micron Technology Inc | Stock-Tech | 0.80% | +0.26% | +31.43% | |
| 41 | AMD | Advanced Micro Devices | Stock-Tech | 0.80% | +1.15% | +4.40% | |
| 42 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.78% | — | +38.56% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.77% | -0.02% | -9.57% | |
| 44 | AMAT | Applied Materials Inc | Stock-Tech | 0.76% | +0.29% | +2.26% | |
| 45 | INTU | Intuit Inc | Stock-Tech | 0.74% | -0.12% | +5.44% | |
| 46 | ADBE | Adobe Inc | Stock-Tech | 0.73% | — | -6.30% | |
| 47 | EDV | Vanguard Extended Dur Treas | ETF-Other | 0.71% | -0.15% | +38.49% | |
| 48 | SNPS | Synopsys Inc | Stock-Tech | 0.71% | — | +3.68% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.68% | -0.09% | -9.92% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.63% | -0.03% | +2.11% |
According to official SEC Form 13F filings, Harvest Portfolios Group Inc. reported a total U.S. public equity portfolio value of $7.1B across 241 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including TLT, IEF, LLY) accounted for 8.3% of total reported equity market value during Q3 2024.
During Q3 2024, Harvest Portfolios Group Inc.'s top holdings by market value included TLT (9.0%)、IEF (3.1%)、LLY (2.5%). The largest single position, TLT, represented 9.0% of total portfolio value.
In Q3 2024, Harvest Portfolios Group Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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