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CIK: 0001923739
Total reported value
$7.1B
$7.1B
253 檔
14.8%
As reported in its official Q2 2025 Form 13F filing, Harvest Portfolios Group Inc.'s tracked investment portfolio stood at $7.1B with 253 total positions.
During Q2 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 253 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 7.19% | -0.88% | -3.75% | |
| 2 | MSTR | Strategy Inc | Stock-Tech | 6.66% | -1.69% | +181.76% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.21% | +0.30% | +19.87% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 3.48% | -0.53% | +8.37% | |
| 5 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.93% | +0.58% | +28.31% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.82% | +0.42% | +18.64% | |
| 7 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.36% | +0.08% | +107.83% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.33% | +0.07% | +30.71% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.80% | +0.30% | +48.19% | |
| 10 | COIN | Coinbase Global Inc -class A | Stock-Financials | 1.77% | -0.08% | +96.43% | |
| 11 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.76% | -0.23% | +85.79% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.70% | -0.01% | +54.39% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.50% | +0.11% | +66.65% | |
| 14 | ORCL | Oracle CORP | Stock-Tech | 1.42% | -0.05% | +79.50% | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.40% | +0.04% | +27.90% | |
| 16 | A | Agilent Technologies Inc | Stock-Healthcare | 1.39% | +0.05% | +24.32% | |
| 17 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 1.39% | -0.14% | -2.20% | |
| 18 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.37% | -0.19% | +1.15% | |
| 19 | ABT | Abbott Laboratories | Stock-Healthcare | 1.37% | -0.09% | -1.57% | |
| 20 | MDT | Medtronic plc | Stock-Healthcare | 1.35% | -0.02% | +8.55% | |
| 21 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.34% | -0.19% | +9.29% | |
| 22 | SYK | Stryker CORP | Stock-Healthcare | 1.33% | -0.02% | +2.62% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.33% | -0.14% | +8.40% | |
| 24 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 1.32% | — | -1.19% | |
| 25 | ZTS | Zoetis Inc | Stock-Healthcare | 1.32% | -1.06% | EXIT | |
| 26 | AMGN | Amgen Inc | Stock-Healthcare | 1.31% | -0.13% | +9.34% | |
| 27 | DHR | Danaher CORP | Stock-Healthcare | 1.29% | +0.05% | +13.14% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 1.28% | -0.11% | +11.06% | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.27% | -0.17% | +9.53% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 1.25% | +0.18% | +41.29% | |
| 31 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.23% | +0.05% | +30.25% | |
| 32 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.22% | -0.21% | +14.89% | |
| 33 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.21% | — | +19.39% | |
| 34 | ELV | Elevance Health Inc | Stock-Healthcare | 1.21% | — | -6.56% | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 1.17% | +0.09% | -1.73% | |
| 36 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.03% | -0.17% | -5.10% | |
| 37 | ACN | Accenture plc | Stock-Tech | 0.99% | -0.61% | +21.06% | |
| 38 | NFLX | Netflix Inc | Stock-Comm Services | 0.91% | -1.11% | +127.99% | |
| 39 | EDV | Vanguard Extended Dur Treas | ETF-Other | 0.85% | -0.15% | -5.10% | |
| 40 | AMD | Advanced Micro Devices | Stock-Tech | 0.84% | +1.15% | -22.58% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.73% | -0.05% | +132.56% | |
| 42 | MU | Micron Technology Inc | Stock-Tech | 0.73% | +0.26% | -8.85% | |
| 43 | TXN | Texas Instruments Inc | Stock-Tech | 0.68% | +0.04% | -41.86% | |
| 44 | INTU | Intuit Inc | Stock-Tech | 0.67% | -0.12% | -10.55% | |
| 45 | MS | Morgan Stanley | Stock-Financials | 0.67% | +0.01% | +7.40% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.66% | -0.02% | -0.56% | |
| 47 | ANET | Arista Networks Inc | Stock-Tech | 0.65% | +0.04% | — | |
| 48 | AMAT | Applied Materials Inc | Stock-Tech | 0.65% | +0.29% | +6.16% | |
| 49 | WFC | Wells Fargo & Co | Stock-Financials | 0.64% | -0.02% | +3.23% | |
| 50 | SNPS | Synopsys Inc | Stock-Tech | 0.61% | — | +6.18% |
According to official SEC Form 13F filings, Harvest Portfolios Group Inc. reported a total U.S. public equity portfolio value of $7.1B across 253 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including TLT, MSTR, NVDA) accounted for 14.8% of total reported equity market value during Q2 2025.
During Q2 2025, Harvest Portfolios Group Inc.'s top holdings by market value included TLT (7.2%)、MSTR (6.7%)、NVDA (4.2%). The largest single position, TLT, represented 7.2% of total portfolio value.
In Q2 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.
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