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CIK: 0001923739
Total reported value
$7.1B
$7.1B
254 檔
18.8%
As reported in its official Q4 2025 Form 13F filing, Harvest Portfolios Group Inc.'s tracked investment portfolio stood at $7.1B with 254 total positions.
Harvest Portfolios Group Inc. executed strategic sector rebalancing during Q4 2025, establishing 4 new positions while fully exiting 6 holdings and trimming 88 positions.
Showing top 200 holdings (of 254 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSTR | Strategy Inc | Stock-Tech | 5.58% | -1.69% | +36.09% | |
| 2 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 4.73% | -0.88% | -11.75% | |
| 3 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.62% | +0.58% | -11.43% | |
| 4 | TSLA | Tesla Inc | Stock-Consumer Disc | 4.15% | +0.08% | +8.01% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.09% | +0.30% | +6.55% | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.87% | -0.53% | +13.45% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.78% | +0.42% | +17.07% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.74% | +0.30% | -3.46% | |
| 9 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.69% | -0.23% | +13.32% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 2.43% | +0.07% | +5.62% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.39% | +0.18% | +8.40% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.36% | +0.11% | +19.64% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.09% | -0.01% | +43.03% | |
| 14 | AMD | Advanced Micro Devices | Stock-Tech | 1.83% | +1.15% | +19.14% | |
| 15 | COIN | Coinbase Global Inc -class A | Stock-Financials | 1.48% | -0.08% | +21.67% | |
| 16 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.34% | +0.04% | -6.80% | |
| 17 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.23% | -0.21% | -1.10% | |
| 18 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.23% | -0.17% | -10.15% | |
| 19 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 1.21% | — | -4.93% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.20% | -0.14% | -4.42% | |
| 21 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 1.18% | -0.14% | +1.38% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.13% | -0.05% | +37.50% | |
| 23 | AMGN | Amgen Inc | Stock-Healthcare | 1.12% | -0.13% | -3.67% | |
| 24 | DHR | Danaher CORP | Stock-Healthcare | 1.11% | +0.05% | -4.40% | |
| 25 | ELV | Elevance Health Inc | Stock-Healthcare | 1.11% | — | -4.61% | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 1.11% | -0.11% | -2.30% | |
| 27 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.10% | — | -23.99% | |
| 28 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.08% | +0.05% | -14.29% | |
| 29 | MDT | Medtronic plc | Stock-Healthcare | 1.08% | -0.02% | -0.91% | |
| 30 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.07% | -0.19% | -9.28% | |
| 31 | ABT | Abbott Laboratories | Stock-Healthcare | 1.05% | -0.09% | +5.38% | |
| 32 | NFLX | Netflix Inc | Stock-Comm Services | 1.05% | -1.11% | +1241.81% | |
| 33 | SYK | Stryker CORP | Stock-Healthcare | 1.00% | -0.02% | +10.41% | |
| 34 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.99% | -0.19% | +6.15% | |
| 35 | A | Agilent Technologies Inc | Stock-Healthcare | 0.96% | +0.05% | -17.22% | |
| 36 | ACN | Accenture plc | Stock-Tech | 0.94% | -0.61% | +16.09% | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 0.94% | +0.09% | +0.07% | |
| 38 | ZTS | Zoetis Inc | Stock-Healthcare | 0.91% | -1.06% | EXIT | |
| 39 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.90% | +0.35% | +4883.70% | |
| 40 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.77% | +0.55% | +4332.01% | |
| 41 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.74% | -0.09% | +17.67% | |
| 42 | CRCL | Circle Internet Group Inc | Stock-Financials | 0.74% | -0.28% | +6255.24% | |
| 43 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.72% | +0.65% | +1701.35% | |
| 44 | ORCL | Oracle CORP | Stock-Tech | 0.64% | -0.05% | +21.36% | |
| 45 | MU | Micron Technology Inc | Stock-Tech | 0.58% | +0.26% | -31.40% | |
| 46 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.57% | -0.17% | -19.70% | |
| 47 | AMAT | Applied Materials Inc | Stock-Tech | 0.54% | +0.29% | -16.20% | |
| 48 | TXN | Texas Instruments Inc | Stock-Tech | 0.53% | +0.04% | +23.39% | |
| 49 | ENB | Enbridge Inc | Stock-Energy | 0.53% | — | +28.71% | |
| 50 | WFC | Wells Fargo & Co | Stock-Financials | 0.52% | -0.02% | -1.98% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RDDT | Reddit Inc-cl A | +0.9% | +4883.70% | Add |
| 2 | SOFI | Sofi Technologies Inc | +0.8% | +4332.01% | Add |
| 3 | CRCL | Circle Internet Group Inc | +0.7% | +6255.24% | Add |
| 4 | LLY | Eli Lilly & Co | +0.7% | -11.43% | Trim |
| 5 | HOOD | Robinhood Markets Inc - A | +0.7% | +1701.35% | Add |
| 6 | AMD | Advanced Micro Devices | +0.6% | +19.14% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.4% | -3.46% | Trim |
| 8 | AMZN | Amazon.com Inc | +0.4% | +19.64% | Add |
| 9 | META | Meta Platforms Inc-class A | +0.4% | +43.03% | Add |
| 10 | AAPL | Apple Inc | +0.2% | +8.40% | Add |
| 11 | COST | Costco Wholesale CORP | +0.2% | +37.50% | Add |
| 12 | IEF | Ishares 7-10 Year Treasury B | +0.2% | +13.45% | Add |
| 13 | ACN | Accenture plc | +0.2% | +16.09% | Add |
| 14 | SHOP | Shopify Inc - Class A | +0.2% | +54.13% | Add |
| 15 | TD | Toronto-dominion Bank | +0.1% | +36.85% | Add |
| 16 | CCJ | Cameco CORP | +0.1% | +62.14% | Add |
| 17 | RY | Royal Bank Of Canada | +0.1% | +37.09% | Add |
| 18 | BMY | Bristol-myers Squibb Co | +0.1% | -1.10% | Trim |
| 19 | BCE | Bce Inc | +0.1% | +44.39% | Add |
| 20 | TSLA | Tesla Inc | +0.1% | +8.01% | Add |
| 21 | PLTR | Palantir Technologies Inc-a | +0.1% | +13.32% | Add |
| 22 | AEM | Agnico Eagle Mines LTD | +0.1% | +45.68% | Add |
| 23 | AVGO | Broadcom Inc | +0.1% | +5.62% | Add |
| 24 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | -4.93% | Trim |
| 25 | TU | Telus CORP | +0.1% | +113.65% | Add |
| 26 | MSFT | Microsoft CORP | +0.1% | +17.07% | Add |
| 27 | ISRG | Intuitive Surgical Inc | +0.1% | -9.28% | Trim |
| 28 | MRK | Merck & Co. Inc. | +0.1% | -10.15% | Trim |
| 29 | ENB | Enbridge Inc | +0.1% | +28.71% | Add |
| 30 | INTU | Intuit Inc | +0.1% | +25.90% | Add |
| 31 | CNQ | Canadian Natural Resources | +0.1% | +30.45% | Add |
| 32 | CSCO | Cisco Systems Inc | +0.1% | +0.07% | Add |
| 33 | CRM | Salesforce Inc | +0.1% | +8.29% | Add |
| 34 | AMGN | Amgen Inc | +0.1% | -3.67% | Trim |
| 35 | MU | Micron Technology Inc | +0.1% | -31.40% | Trim |
| 36 | TXN | Texas Instruments Inc | +0.1% | +23.39% | Add |
| 37 | DHR | Danaher CORP | 0% | -4.40% | Trim |
| 38 | NVS | Novartis Ag-sponsored Adr | 0% | +1.38% | Add |
| 39 | NVDA | Nvidia CORP | 0% | +6.55% | Add |
| 40 | ADBE | Adobe Inc | 0% | +13.54% | Add |
| 41 | WFC | Wells Fargo & Co | 0% | -1.98% | Trim |
| 42 | KO | Coca-cola Co/the | 0% | +6.18% | Add |
| 43 | V | Visa Inc-class A Shares | 0% | +8.31% | Add |
| 44 | SU | Suncor Energy Inc | 0% | +9.14% | Add |
| 45 | XYZ | Block Inc | 0% | +54.06% | Add |
| 46 | GS | Goldman Sachs Group Inc | 0% | +21.96% | Add |
| 47 | JNJ | Johnson & Johnson | 0% | -4.42% | Trim |
| 48 | CAT | Caterpillar Inc | 0% | -10.94% | Trim |
| 49 | VZ | Verizon Communications Inc | 0% | +16.58% | Add |
| 50 | PAAS | Pan American Silver CORP | 0% | +21.65% | Add |
According to official SEC Form 13F filings, Harvest Portfolios Group Inc. reported a total U.S. public equity portfolio value of $7.1B across 254 disclosed positions in Q4 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 MSTR, TLT, LLY) accounted for 18.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
EIX
市值: $9.7M
Top Position Liquidated / Trimmed
SNPS
前期市值: $21.4M
During Q4 2025, Harvest Portfolios Group Inc.'s top holdings by market value included MSTR (5.6%)、TLT (4.7%)、LLY (4.6%). The largest single position, MSTR, represented 5.6% of total portfolio value.
In Q4 2025, Harvest Portfolios Group Inc. made 200 total portfolio adjustments, initiating 4 new buys, adding to 102 positions, trimming 88 holdings, and fully liquidating 6 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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