13F holdings
Harvest Portfolios Group Inc. portfolio
Managed by . 260 reported positions worth $6.1B as of 2026-03-31, filed with the SEC on 2026-05-14. Parsed from the filing itself, not a reseller.
$6.1B
Book value
260
Positions
35%
Top 10 weight
+13
New this quarter
-7
Exited
134 days
Age today
How old this actually is
Every position on this page is a snapshot of 2026-03-31. It was already 44 days old on 2026-05-14, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
What changed
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
New positions (13)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $74.5M | 377,620 | 1.23% |
| CRWD | CROWDSTRIKE HLDGS INC | $36.7M | 93,980 | 0.61% |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $24.9M | 63,510 | 0.41% |
| CMCSA | COMCAST CORP NEW | $10.8M | 374,735 | 0.18% |
| NVO | NOVO-NORDISK A S | $3.5M | 94,889 | 0.06% |
| LAMR | LAMAR ADVERTISING CO | $685,737 | 5,414 | 0.01% |
| NXT | NEXTPOWER INC CLASS A | $456,523 | 3,787 | 0.01% |
| TNL | TRAVEL PLUS LEISURE CO | $406,906 | 5,881 | 0.01% |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $273,425 | 41,554 | 0.00% |
| ARRY | ARRAY TECHNOLOGIES INC | $270,077 | 37,355 | 0.00% |
| CSIQ | CANADIAN SOLAR INC | $263,690 | 19,039 | 0.00% |
| TE | T1 ENERGY INC | $250,537 | 57,070 | 0.00% |
| FOUR | SHIFT4 PMTS INC | $206,012 | 4,711 | 0.00% |
Closed out (7)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| AZNN | ASTRAZENECA PLC | $69.4M | 754,813 | 0.00% |
| ADBE | ADOBE INC | $29.0M | 82,953 | 0.00% |
| CPT | CAMDEN PPTY TR | $1.3M | 11,911 | 0.00% |
| TRI4EUR | THOMSON REUTERS CORP | $444,066 | 3,365 | 0.00% |
| DSGX | DESCARTES SYS GROUP INC | $355,734 | 4,055 | 0.00% |
| JKS | JINKOSOLAR HLDG CO LTD | $330,342 | 12,799 | 0.00% |
| NY4B | CLEARWAY ENERGY INC | $303,674 | 9,665 | 0.00% |
Added to (140)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| MSTR | STRATEGY INC | $334.4M | 2,679,768 | 5.52% | +27% |
| LLY | ELI LILLY & CO | $254.2M | 276,358 | 4.19% | +12% |
| NVDA | NVIDIA CORPORATION | $248.1M | 1,422,493 | 4.09% | +13% |
| TSLA | TESLA INC | $219.6M | 590,680 | 3.62% | +11% |
| IEF | ISHARES TR | $181.1M | 1,897,311 | 2.99% | +11% |
| MSFT | MICROSOFT CORP | $175.3M | 473,550 | 2.89% | +43% |
| AMZN | AMAZON COM INC | $155.4M | 746,178 | 2.56% | +27% |
| PLTR | PALANTIR TECHNOLOGIES INC | $154.1M | 1,053,568 | 2.54% | +21% |
| AVGO | BROADCOM INC | $150.9M | 487,418 | 2.49% | +21% |
| AAPL | APPLE INC | $146.7M | 578,232 | 2.42% | +14% |
| META | META PLATFORMS INC | $120.2M | 210,070 | 1.98% | +15% |
| AMD | ADVANCED MICRO DEVICES INC | $119.2M | 586,163 | 1.97% | +19% |
| COST | COSTCO WHOLESALE CORPORATION | $93.9M | 94,204 | 1.55% | +24% |
| NFLX | NETFLIX INC. | $84.4M | 877,927 | 1.39% | +37% |
| COIN | COINBASE GLOBAL INC | $82.6M | 472,770 | 1.36% | +26% |
Trimmed (101)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| FLNC | FLUENCE ENERGY INC | $237,388 | 17,252 | 0.00% | -50% |
| EOSE | EOS ENERGY ENTERPRISES INC | $126,624 | 25,529 | 0.00% | -48% |
| O | REALTY INCOME CORP | $966,032 | 15,790 | 0.02% | -47% |
| PSA | PUBLIC STORAGE OPER CO | $782,843 | 2,890 | 0.01% | -45% |
| MU | MICRON TECHNOLOGY INC | $22.0M | 65,089 | 0.36% | -45% |
| DEFT | DEFI TECHNOLOGIES INC | $21,620 | 38,071 | 0.00% | -43% |
| AMAT | APPLIED MATLS INC | $26.3M | 76,953 | 0.43% | -36% |
| AMT | AMERICAN TOWER CORP | $1.1M | 6,365 | 0.02% | -36% |
| CCI | CROWN CASTLE INC | $417,364 | 5,133 | 0.01% | -36% |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $296,252 | 6,382 | 0.00% | -35% |
| ADC | AGREE RLTY CORP | $1.0M | 13,350 | 0.02% | -35% |
| REG | REGENCY CTRS CORP | $1.2M | 15,951 | 0.02% | -35% |
| STAG | STAG INDUSTRIAL INC | $1.0M | 29,118 | 0.02% | -35% |
| INVH | INVITATION HOMES INC | $777,308 | 31,280 | 0.01% | -35% |
| DOC | HEALTHPEAK PROPERTIES INC | $685,427 | 41,718 | 0.01% | -35% |
The book
Largest 150 of 260 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| MSTR | STRATEGY INC | $334.4M | 2,679,768 | 5.52% | — |
| LLY | ELI LILLY & CO | $254.2M | 276,358 | 4.19% | — |
| NVDA | NVIDIA CORPORATION | $248.1M | 1,422,493 | 4.09% | — |
| TLT | ISHARES TR 20 YR TR | $237.9M | 2,744,301 | 3.93% | — |
| TSLA | TESLA INC | $219.6M | 590,680 | 3.62% | — |
| IEF | ISHARES TR | $181.1M | 1,897,311 | 2.99% | — |
| MSFT | MICROSOFT CORP | $175.3M | 473,550 | 2.89% | — |
| AMZN | AMAZON COM INC | $155.4M | 746,178 | 2.56% | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $154.1M | 1,053,568 | 2.54% | — |
| AVGO | BROADCOM INC | $150.9M | 487,418 | 2.49% | — |
| AAPL | APPLE INC | $146.7M | 578,232 | 2.42% | — |
| GOOGL | ALPHABET INC CAP STK | $144.5M | 502,456 | 2.38% | — |
| META | META PLATFORMS INC | $120.2M | 210,070 | 1.98% | — |
| AMD | ADVANCED MICRO DEVICES INC | $119.2M | 586,163 | 1.97% | — |
| COST | COSTCO WHOLESALE CORPORATION | $93.9M | 94,204 | 1.55% | — |
| NFLX | NETFLIX INC. | $84.4M | 877,927 | 1.39% | — |
| COIN | COINBASE GLOBAL INC | $82.6M | 472,770 | 1.36% | — |
| UNH | UNITEDHEALTH GROUP INC | $81.4M | 300,801 | 1.34% | — |
| JNJ | JOHNSON & JOHNSON | $75.8M | 310,041 | 1.25% | — |
| MRK | MERCK & CO INC | $75.4M | 626,802 | 1.24% | — |
| AZN | ASTRAZENECA PLC | $74.5M | 377,620 | 1.23% | — |
| ABBV | ABBVIE INC | $74.0M | 340,348 | 1.22% | — |
| BMY | BRISTOL-MYERS SQUIBB CO | $72.1M | 1,188,173 | 1.19% | — |
| AMGN | AMGEN INC | $71.9M | 204,260 | 1.19% | — |
| NVS | NOVARTIS AG | $69.5M | 454,681 | 1.15% | — |
| ZTS | ZOETIS INC | $64.3M | 544,261 | 1.06% | — |
| ABT | ABBOTT LABORATORIES | $64.0M | 623,731 | 1.06% | — |
| ISRG | INTUITIVE SURGICAL INC | $62.1M | 134,723 | 1.02% | — |
| SYK | STRYKER CORPORATION | $60.9M | 185,204 | 1.00% | — |
| ELV | ELEVANCE HEALTH INC FORMERLY | $58.6M | 200,192 | 0.97% | — |
| DHR | DANAHER CORP DEL | $58.5M | 308,670 | 0.97% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $58.2M | 118,447 | 0.96% | — |
| BSX | BOSTON SCIENTIFIC CORP | $57.5M | 916,981 | 0.95% | — |
| A | AGILENT TECHNOLOGIES INC | $57.4M | 504,019 | 0.95% | — |
| MDT | MEDTRONIC PLC | $57.4M | 662,264 | 0.95% | — |
| REGN | REGENERON PHARMACEUTICALS | $55.9M | 72,397 | 0.92% | — |
| CRCL | CIRCLE INTERNET GROUP INC | $55.5M | 582,048 | 0.92% | — |
| CSCO | CISCO SYS INC | $51.1M | 658,043 | 0.84% | — |
| ORCL | ORACLE CORP | $50.4M | 342,511 | 0.83% | — |
| RDDT | REDDIT INC | $45.2M | 335,685 | 0.75% | — |
| ENB | ENBRIDGE INC | $41.3M | 761,193 | 0.68% | — |
| SOFI | SOFI TECHNOLOGIES INC | $40.4M | 2,544,116 | 0.67% | — |
| IBIT | ISHARES BITCOIN TRUST ETF | $38.1M | 991,429 | 0.63% | — |
| AEM | AGNICO EAGLE MINES LTD | $38.1M | 187,461 | 0.63% | — |
| HOOD | ROBINHOOD MKTS INC | $37.1M | 535,674 | 0.61% | — |
| ACN | ACCENTURE PLC IRELAND | $37.1M | 186,956 | 0.61% | — |
| CRWD | CROWDSTRIKE HLDGS INC | $36.7M | 93,980 | 0.61% | — |
| CCJ | CAMECO CORP | $36.0M | 330,678 | 0.59% | — |
| BCE | BCE INC | $35.4M | 1,401,984 | 0.58% | — |
| RY | ROYAL BK CDA | $34.0M | 210,546 | 0.56% | — |
| TD | TORONTO DOMINION BK ONT | $33.2M | 355,336 | 0.55% | — |
| SHOP | SHOPIFY INC | $31.1M | 262,451 | 0.51% | — |
| MSI | MOTOROLA SOLUTIONS INC | $30.6M | 70,456 | 0.50% | — |
| SHEL | SHELL PLC | $30.3M | 325,834 | 0.50% | — |
| CNQ | CANADIAN NAT RES LTD MED TER | $30.2M | 619,394 | 0.50% | — |
| JPM | JPMORGAN CHASE & CO | $29.9M | 101,637 | 0.49% | — |
| CAT | CATERPILLAR INC | $29.0M | 40,901 | 0.48% | — |
| VZ | VERIZON COMMUNICATIONS INC | $28.6M | 568,819 | 0.47% | — |
| SU | SUNCOR ENERGY INC NEW | $27.9M | 421,241 | 0.46% | — |
| VGLT | VANGUARD SCOTTSDALE FDS | $27.3M | 493,332 | 0.45% | — |
| PANW | PALO ALTO NETWORKS INC | $26.7M | 166,446 | 0.44% | — |
| AMAT | APPLIED MATLS INC | $26.3M | 76,953 | 0.43% | — |
| WFC | WELLS FARGO & CO | $26.1M | 327,226 | 0.43% | — |
| MS | MORGAN STANLEY | $25.7M | 156,338 | 0.42% | — |
| TXN | TEXAS INSTRS INC | $25.7M | 132,236 | 0.42% | — |
| NOW | SERVICENOW INC | $25.5M | 243,809 | 0.42% | — |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $24.9M | 63,510 | 0.41% | — |
| CRM | SALESFORCE INC | $24.9M | 133,174 | 0.41% | — |
| INTU | INTUIT | $24.5M | 56,624 | 0.40% | — |
| WMT | WALMART INC | $24.0M | 193,447 | 0.40% | — |
| KO | COCA COLA CO | $23.7M | 311,978 | 0.39% | — |
| MCD | MCDONALDS CORP | $23.4M | 75,369 | 0.39% | — |
| ANET | ARISTA NETWORKS INC | $23.4M | 190,225 | 0.39% | — |
| MU | MICRON TECHNOLOGY INC | $22.0M | 65,089 | 0.36% | — |
| PG | PROCTER & GAMBLE CO | $22.0M | 152,109 | 0.36% | — |
| EDV | VANGUARD WORLD FD | $21.2M | 326,449 | 0.35% | — |
| V | VISA INC | $20.9M | 69,003 | 0.34% | — |
| TRP | TC ENERGY CORP | $19.9M | 317,344 | 0.33% | — |
| PBA | PEMBINA PIPELINE CORP | $19.6M | 437,427 | 0.32% | — |
| EMA | EMERA INC | $17.1M | 330,841 | 0.28% | — |
| RCI | ROGERS | $16.8M | 436,893 | 0.28% | — |
| TU | TELUS CORPORATION | $13.5M | 1,052,611 | 0.22% | — |
| OKE | ONEOK INC NEW | $12.9M | 142,592 | 0.21% | — |
| KMI | KINDER MORGAN INC DEL | $12.7M | 379,220 | 0.21% | — |
| T | AT&T INC | $12.6M | 434,946 | 0.21% | — |
| FE | FIRSTENERGY CORP | $12.5M | 247,690 | 0.21% | — |
| PNW | PINNACLE WEST CAP CORP | $12.4M | 123,367 | 0.21% | — |
| EIX | EDISON INTL | $12.2M | 166,868 | 0.20% | — |
| D | DOMINION ENERGY INC | $12.0M | 193,312 | 0.20% | — |
| ES | EVERSOURCE ENERGY | $11.4M | 164,641 | 0.19% | — |
| TLH | ISHARES TR | $11.3M | 112,088 | 0.19% | — |
| CMCSA | COMCAST CORP NEW | $10.8M | 374,735 | 0.18% | — |
| BNS | BANK NOVA SCOTIA B C | $7.8M | 113,069 | 0.13% | — |
| CM | CANADIAN IMPERIAL BANK OF CO | $7.7M | 81,385 | 0.13% | — |
| BMO | BANK MONTREAL MEDIUM | $7.6M | 56,377 | 0.13% | — |
| VGIT | VANGUARD SCOTTSDALE FDS | $7.6M | 128,025 | 0.13% | — |
| SCHR | SCHWAB STRATEGIC TR | $7.6M | 305,958 | 0.13% | — |
| XYZ | BLOCK INC | $7.1M | 118,164 | 0.12% | — |
| DAL | DELTA AIR LINES INC | $7.0M | 105,764 | 0.12% | — |
| GS | GOLDMAN SACHS GROUP INC | $6.8M | 8,045 | 0.11% | — |
| HLT | HILTON WORLDWIDE HLDGS INC | $6.6M | 21,720 | 0.11% | — |
| MAR | MARRIOTT INTL INC NEW | $6.6M | 20,174 | 0.11% | — |
| BKNG | BOOKING HOLDINGS INC | $6.6M | 1,566 | 0.11% | — |
| ROYAL CARIBBEAN GROUP | ROYAL CARIBBEAN GROUP | $6.6M | 23,880 | 0.11% | — |
| BAC | BANK AMERICA CORP | $6.4M | 132,148 | 0.11% | — |
| ABNB | AIRBNB INC | $6.4M | 50,315 | 0.10% | — |
| B | BARRICK MNG CORP | $6.2M | 151,070 | 0.10% | — |
| CFG | CITIZENS FINL GROUP INC | $6.0M | 100,100 | 0.10% | — |
| PNC | PNC FINL SVCS GROUP INC | $5.9M | 28,513 | 0.10% | — |
| C | CITIGROUP INC | $5.9M | 52,180 | 0.10% | — |
| MTB | M & T BK CORP | $5.9M | 28,413 | 0.10% | — |
| TFC | TRUIST FINL CORP | $5.8M | 126,459 | 0.10% | — |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $5.8M | 3,073 | 0.10% | — |
| USB | US BANCORP | $5.8M | 110,862 | 0.10% | — |
| FITB | FIFTH THIRD BANCORP | $5.7M | 123,053 | 0.09% | — |
| HBAN | HUNTINGTON BANCSHARES INC | $5.7M | 365,076 | 0.09% | — |
| RF | REGIONS FINANCIAL CORP NEW | $5.7M | 218,166 | 0.09% | — |
| FTS | FORTIS INC | $5.3M | 95,598 | 0.09% | — |
| SLF | SUN LIFE FINANCIAL INC. | $5.2M | 83,544 | 0.09% | — |
| IREN | IREN LIMITED | $4.9M | 143,764 | 0.08% | — |
| CP | CANADIAN PACIFIC KANSAS CITY | $4.9M | 62,506 | 0.08% | — |
| QSR | RESTAURANT BRANDS INTL INC | $4.4M | 59,368 | 0.07% | — |
| BEPC | BROOKFIELD RENEWABLE CORP | $4.2M | 105,648 | 0.07% | — |
| CDE | COEUR MNG INC | $4.2M | 223,483 | 0.07% | — |
| MGA | MAGNA INTL INC | $3.9M | 70,046 | 0.06% | — |
| GE | GE AEROSPACE | $3.9M | 13,652 | 0.06% | — |
| CVE | CENOVUS ENERGY INC | $3.9M | 145,770 | 0.06% | — |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $3.8M | 84,348 | 0.06% | — |
| NTR | NUTRIEN LTD | $3.7M | 49,245 | 0.06% | — |
| MFC | MANULIFE FINL CORP | $3.7M | 107,492 | 0.06% | — |
| NVO | NOVO-NORDISK A S | $3.5M | 94,889 | 0.06% | — |
| GEV | GE VERNOVA INC | $3.2M | 3,701 | 0.05% | — |
| EXMOC | EXXON MOBIL CORP | $3.2M | 18,845 | 0.05% | — |
| AME | AMETEK INC | $3.2M | 14,845 | 0.05% | — |
| GLXY | GALAXY DIGITAL INC. | $3.2M | 172,452 | 0.05% | — |
| ETN | EATON CORP PLC | $3.2M | 8,864 | 0.05% | — |
| PH | PARKER-HANNIFIN CORP | $3.2M | 3,525 | 0.05% | — |
| UBER | UBER TECHNOLOGIES INC | $3.1M | 43,707 | 0.05% | — |
| RTX | RTX CORPORATION | $3.1M | 16,229 | 0.05% | — |
| FAST | FASTENAL CO | $3.1M | 67,457 | 0.05% | — |
| UPS | UNITED PARCEL SVCS INC | $3.1M | 31,802 | 0.05% | — |
| IR | INGERSOLL RAND INC | $3.1M | 38,834 | 0.05% | — |
| DE | DEERE & CO | $3.1M | 5,512 | 0.05% | — |
| VICI | VICI PPTYS INC | $3.1M | 113,636 | 0.05% | — |
| UNP | UNION PAC CORP | $3.1M | 12,773 | 0.05% | — |
| GD | GENERAL DYNAMICS CORP | $3.1M | 8,982 | 0.05% | — |
| TXT | TEXTRON INC | $3.1M | 35,062 | 0.05% | — |
| URI | UNITED RENTALS INC | $3.1M | 4,190 | 0.05% | — |
| LMT | LOCKHEED MARTIN CORP | $3.0M | 5,018 | 0.05% | — |
| RSG | REPUBLIC SVCS INC | $3.0M | 13,846 | 0.05% | — |
This table is the 150 largest positions by value, out of 260 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
Read the original
This page was built from one document: the 2026-03-31 Form 13F info table filed by Harvest Portfolios Group Inc. (CIK 1923739, accession 0000912282-26-000726). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
What a 13F cannot show you
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
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