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CIK: 0001923739
Total reported value
$7.1B
$7.1B
260 檔
18.2%
According to the latest 13F quarterly dataset, Harvest Portfolios Group Inc. managed an equity portfolio of $7.1B at the end of Q1 2026, spanning 260 distinct U.S. exchange-listed positions.
In Q1 2026, Harvest Portfolios Group Inc. displayed an active expansion posture, initiating 8 new positions and adding to 116 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 260 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSTR | Strategy Inc | Stock-Tech | 5.52% | -1.69% | +27.00% | |
| 2 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.19% | +0.58% | +11.71% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.09% | +0.30% | +12.80% | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 3.93% | -0.88% | -12.04% | |
| 5 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.62% | +0.08% | +11.34% | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.99% | -0.53% | +10.51% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.89% | +0.42% | +43.25% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.56% | +0.11% | +26.82% | |
| 9 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.54% | -0.23% | +21.26% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 2.49% | +0.07% | +20.73% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.42% | +0.18% | +14.26% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.38% | +0.30% | -0.10% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.98% | -0.01% | +15.11% | |
| 14 | AMD | Advanced Micro Devices | Stock-Tech | 1.97% | +1.15% | +19.42% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.55% | -0.05% | +24.47% | |
| 16 | NFLX | Netflix Inc | Stock-Comm Services | 1.39% | -1.11% | +36.83% | |
| 17 | COIN | Coinbase Global Inc -class A | Stock-Financials | 1.36% | -0.08% | +25.54% | |
| 18 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.34% | +0.04% | +28.44% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.25% | -0.14% | -6.94% | |
| 20 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.24% | -0.17% | -6.47% | |
| 21 | AZN | AstraZeneca PLC | Stock-Healthcare | 1.23% | -0.21% | — | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 1.22% | -0.11% | +21.99% | |
| 23 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.19% | -0.21% | -9.50% | |
| 24 | AMGN | Amgen Inc | Stock-Healthcare | 1.19% | -0.13% | +3.50% | |
| 25 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 1.15% | -0.14% | -7.59% | |
| 26 | ZTS | Zoetis Inc | Stock-Healthcare | 1.06% | -1.06% | EXIT | |
| 27 | ABT | Abbott Laboratories | Stock-Healthcare | 1.06% | -0.09% | +29.55% | |
| 28 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.02% | -0.19% | +24.17% | |
| 29 | SYK | Stryker CORP | Stock-Healthcare | 1.00% | -0.02% | +12.68% | |
| 30 | ELV | Elevance Health Inc | Stock-Healthcare | 0.97% | — | +9.99% | |
| 31 | DHR | Danaher CORP | Stock-Healthcare | 0.97% | +0.05% | +10.36% | |
| 32 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.96% | +0.05% | +10.11% | |
| 33 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.95% | -0.19% | +53.51% | |
| 34 | A | Agilent Technologies Inc | Stock-Healthcare | 0.95% | +0.05% | +23.59% | |
| 35 | MDT | Medtronic plc | Stock-Healthcare | 0.95% | -0.02% | +2.83% | |
| 36 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.92% | — | -11.44% | |
| 37 | CRCL | Circle Internet Group Inc | Stock-Financials | 0.92% | -0.28% | +8.66% | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.84% | +0.09% | -5.77% | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.83% | -0.05% | +82.09% | |
| 40 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.75% | +0.35% | +49.15% | |
| 41 | ENB | Enbridge Inc | Stock-Energy | 0.68% | — | +20.15% | |
| 42 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.67% | +0.55% | +49.63% | |
| 43 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.63% | -0.09% | +15.35% | |
| 44 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.63% | +0.02% | +36.54% | |
| 45 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.61% | +0.65% | +47.05% | |
| 46 | ACN | Accenture plc | Stock-Tech | 0.61% | -0.61% | -7.18% | |
| 47 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.61% | +0.60% | — | |
| 48 | CCJ | Cameco CORP | Stock-Energy | 0.59% | +0.13% | +45.89% | |
| 49 | BCE | Bce Inc | Stock-Comm Services | 0.58% | -0.03% | +26.62% | |
| 50 | RY | Royal Bank Of Canada | Stock-Financials | 0.56% | +0.10% | +51.97% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | COST | Costco Wholesale CORP | +0.4% | +24.47% | Add |
| 2 | NFLX | Netflix Inc | +0.3% | +36.83% | Add |
| 3 | CCJ | Cameco CORP | +0.2% | +45.89% | Add |
| 4 | AEM | Agnico Eagle Mines LTD | +0.2% | +36.54% | Add |
| 5 | AMZN | Amazon.com Inc | +0.2% | +26.82% | Add |
| 6 | CNQ | Canadian Natural Resources | +0.2% | +22.26% | Add |
| 7 | ORCL | Oracle CORP | +0.2% | +82.09% | Add |
| 8 | CRCL | Circle Internet Group Inc | +0.2% | +8.66% | Add |
| 9 | SU | Suncor Energy Inc | +0.2% | +16.79% | Add |
| 10 | ZTS | Zoetis Inc | +0.2% | +30.75% | Add |
| 11 | ENB | Enbridge Inc | +0.2% | +20.15% | Add |
| 12 | RY | Royal Bank Of Canada | +0.2% | +51.97% | Add |
| 13 | AMD | Advanced Micro Devices | +0.1% | +19.42% | Add |
| 14 | TD | Toronto-dominion Bank | +0.1% | +41.02% | Add |
| 15 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +10.51% | Add |
| 16 | BCE | Bce Inc | +0.1% | +26.62% | Add |
| 17 | MSFT | Microsoft CORP | +0.1% | +43.25% | Add |
| 18 | ABBV | Abbvie Inc | +0.1% | +21.99% | Add |
| 19 | SHEL | Shell Plc-adr | +0.1% | +4.69% | Add |
| 20 | SHOP | Shopify Inc - Class A | +0.1% | +74.34% | Add |
| 21 | VZ | Verizon Communications Inc | +0.1% | +2.82% | Add |
| 22 | AMGN | Amgen Inc | +0.1% | +3.50% | Add |
| 23 | B | Barrick Mining CORP | +0.1% | +243.52% | Add |
| 24 | AVGO | Broadcom Inc | +0.1% | +20.73% | Add |
| 25 | MSI | Motorola Solutions Inc | +0.1% | +7.62% | Add |
| 26 | PBA | Pembina Pipeline CORP | +0.1% | +10.21% | Add |
| 27 | RCI | Rogers Communications Inc-b | +0.1% | +31.98% | Add |
| 28 | JNJ | Johnson & Johnson | +0.1% | -6.94% | Trim |
| 29 | FE | Firstenergy CORP | +0.1% | +23.93% | Add |
| 30 | T | At&t Inc | +0.1% | +18.82% | Add |
| 31 | CM | Can Imperial Bk Of Commerce | +0.1% | +53.57% | Add |
| 32 | BMO | Bank Of Montreal | +0.1% | +52.87% | Add |
| 33 | EMA | Emera Inc | 0% | +19.93% | Add |
| 34 | TRP | Tc Energy CORP | 0% | +6.42% | Add |
| 35 | OKE | Oneok Inc | 0% | +6.62% | Add |
| 36 | KMI | Kinder Morgan, Inc. | 0% | +7.58% | Add |
| 37 | D | Dominion Energy Inc | 0% | +26.47% | Add |
| 38 | BNS | Bank Of Nova Scotia | 0% | +67.99% | Add |
| 39 | PNW | Pinnacle West Capital | 0% | +14.13% | Add |
| 40 | AAPL | Apple Inc | 0% | +14.26% | Add |
| 41 | PANW | Palo Alto Networks Inc | 0% | +28.69% | Add |
| 42 | EIX | Edison International | 0% | +3.15% | Add |
| 43 | CDE | Coeur Mining Inc | 0% | +92.11% | Add |
| 44 | CAT | Caterpillar Inc | 0% | -10.77% | Trim |
| 45 | NOW | Servicenow Inc | 0% | +62.18% | Add |
| 46 | MCD | Mcdonald's CORP | 0% | +7.27% | Add |
| 47 | ES | Eversource Energy | 0% | +14.11% | Add |
| 48 | GE | General Electric | 0% | +66.22% | Add |
| 49 | XOM | Exxon Mobil CORP | 0% | +19.38% | Add |
| 50 | XYZ | Block Inc | 0% | +32.05% | 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 260 disclosed positions in Q1 2026.
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, LLY, NVDA) accounted for 18.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
AZN
市值: $74.5M
Top Position Liquidated / Trimmed
AZNN
前期市值: $69.4M
During Q1 2026, Harvest Portfolios Group Inc.'s top holdings by market value included MSTR (5.5%)、LLY (4.2%)、NVDA (4.1%). The largest single position, MSTR, represented 5.5% of total portfolio value.
In Q1 2026, Harvest Portfolios Group Inc. made 200 total portfolio adjustments, initiating 8 new buys, adding to 116 positions, trimming 70 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.
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.
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