13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001923739
Total reported value
$7.1B
$7.1B
241 檔
10.7%
In Q1 2025, Harvest Portfolios Group Inc.'s U.S. equity holdings reached a combined market value of $7.1B, distributed across 241 disclosed stock positions.
During Q1 2025, 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 | 9.78% | -0.88% | +19.71% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 4.07% | -0.53% | +12.22% | |
| 3 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.08% | +0.58% | +2.66% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.06% | +0.30% | +41.34% | |
| 5 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.33% | +0.04% | +10.29% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.28% | +0.42% | +29.95% | |
| 7 | MSTR | Strategy Inc | Stock-Tech | 2.14% | -1.69% | — | |
| 8 | ELV | Elevance Health Inc | Stock-Healthcare | 1.83% | — | +1.11% | |
| 9 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 1.79% | — | +1.21% | |
| 10 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.78% | -0.21% | +5.68% | |
| 11 | ABT | Abbott Laboratories | Stock-Healthcare | 1.72% | -0.09% | -3.26% | |
| 12 | AMGN | Amgen Inc | Stock-Healthcare | 1.70% | -0.13% | -10.19% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.69% | -0.14% | -30.00% | |
| 14 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.67% | -0.17% | +15.91% | |
| 15 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 1.66% | -0.14% | -5.03% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 1.65% | -0.11% | -11.73% | |
| 17 | ZTS | Zoetis Inc | Stock-Healthcare | 1.63% | -1.06% | EXIT | |
| 18 | MDT | Medtronic plc | Stock-Healthcare | 1.63% | -0.02% | -4.86% | |
| 19 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.62% | -0.19% | -5.66% | |
| 20 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.55% | — | +16.19% | |
| 21 | SYK | Stryker CORP | Stock-Healthcare | 1.55% | -0.02% | -0.96% | |
| 22 | DHR | Danaher CORP | Stock-Healthcare | 1.50% | +0.05% | +9.83% | |
| 23 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.47% | +0.05% | +0.42% | |
| 24 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.42% | -0.17% | +0.55% | |
| 25 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.42% | -0.19% | -0.05% | |
| 26 | A | Agilent Technologies Inc | Stock-Healthcare | 1.41% | +0.05% | +5.70% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 1.37% | +0.07% | +40.63% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.36% | +0.30% | +26.66% | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 1.34% | +0.09% | -2.34% | |
| 30 | TXN | Texas Instruments Inc | Stock-Tech | 1.28% | +0.04% | +7.02% | |
| 31 | AAPL | Apple Inc | Stock-Tech | 1.21% | +0.18% | +6.02% | |
| 32 | EDV | Vanguard Extended Dur Treas | ETF-Other | 1.20% | -0.15% | +5.84% | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.18% | +0.08% | — | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.09% | -0.01% | +47.58% | |
| 35 | ACN | Accenture plc | Stock-Tech | 1.08% | -0.61% | -5.23% | |
| 36 | AMD | Advanced Micro Devices | Stock-Tech | 1.00% | +1.15% | +94.13% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.99% | +0.11% | +69.10% | |
| 38 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.75% | -0.01% | -5.57% | |
| 39 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.75% | -0.23% | — | |
| 40 | INTU | Intuit Inc | Stock-Tech | 0.74% | -0.12% | +4.18% | |
| 41 | MU | Micron Technology Inc | Stock-Tech | 0.72% | +0.26% | +15.36% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.71% | -0.02% | -6.14% | |
| 43 | WFC | Wells Fargo & Co | Stock-Financials | 0.70% | -0.02% | +289.64% | |
| 44 | MSI | Motorola Solutions Inc | Stock-Tech | 0.69% | -0.09% | -2.60% | |
| 45 | SHEL | Shell Plc-adr | Stock-Energy | 0.67% | -0.18% | -3.24% | |
| 46 | MS | Morgan Stanley | Stock-Financials | 0.65% | +0.01% | -0.92% | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.64% | -0.05% | +8.99% | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.64% | -0.05% | +2.85% | |
| 49 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.64% | +0.24% | -7.97% | |
| 50 | ADBE | Adobe Inc | Stock-Tech | 0.63% | — | +9.43% |
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 Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including TLT, IEF, LLY) accounted for 10.7% of total reported equity market value during Q1 2025.
During Q1 2025, Harvest Portfolios Group Inc.'s top holdings by market value included TLT (9.8%)、IEF (4.1%)、LLY (3.1%). The largest single position, TLT, represented 9.8% of total portfolio value.
In Q1 2025, 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.