Harvest Portfolios Group Inc.
Sector Allocation
- Technology35.0%$2.5B
- Healthcare24.1%$1.7B
- Financials13.9%$985.2M
- Consumer Discretionary7.2%$509.8M
- Other6.3%$445.2M
- Energy3.1%$222.5M
- Consumer Staples2.5%$175.7M
- Communication Services2.2%$154.6M
- Industrials1.9%$137.7M
- Materials1.8%$124.9M
AUM History
13fpro.ai/research/fund/harvest-portfolios-group-inc-1923739
Conviction and streaks
Stable · top 10 = 34.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
LLY
$338.2MNVDA
$311.5MMSTR
$271.4MTSLA
$262.5MMSFT
$235.0MAMD
$221.2M- ISHARES$216.4M
GOOGL
$190.2MAMZN
$189.1MAAPL
$184.6MAVGO
$181.8M- ISHARES$174.2M
PLTR
$164.0MMETA
$139.9MCOST
$106.0MUNH
$97.5MCOIN
$91.1MHOOD
$89.7MSOFI
$86.2MCRWD
$85.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/harvest-portfolios-group-inc-1923739
Harvest Portfolios Group Inc. 13F holdings — Q2 2026
$7.1B portfolio (+17.0% QoQ) · 267 holdings · Q2 2026 13F · top 10 are 34% of the stock portfolio
$338.2M
4.8% of stocks
+2%This quarter+5.8%Since filed10+ qtrsHeld$311.5M
4.4% of stocks
+9%This quarter-4.1%Since filed10+ qtrsHeld$271.4M
3.8% of stocks
+16%This quarter+44.0%Since filed6 qtrsHeldAIQuality17.6#2,784Est. buyEstimated buy price is Pro: unlock with a free trialAdded 6 qtrs in a row$262.5M
3.7% of stocks
+6%This quarter+15.2%Since filed6 qtrsHeldAIQuality51.5#1,542Est. buyEstimated buy price is Pro: unlock with a free trialAdded 6 qtrs in a row$235.0M
3.3% of stocks
+33%This quarter+7.2%Since filed10+ qtrsHeld$221.2M
3.1% of stocks
-35%This quarter+10.0%Since filed10+ qtrsHeld- 7
ISHARES TR 20 YR TR - BD ETF
$216.4M
3.0% of stocks
-9%This quarter—Since filed—HeldAIQuality—Est. buy— $190.2M
2.7% of stocks
+6%This quarter-8.7%Since filed10+ qtrsHeld$189.1M
2.7% of stocks
+6%This quarter-6.0%Since filed8 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 8 qtrs in a row$184.6M
2.6% of stocks
+10%This quarter+12.7%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 6 qtrs in a row
All holdings — Harvest Portfolios Group Inc. (Q2 2026)
267 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Broadcom Inc. | Technology | $181.8M | 2.6% | 481K | -1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | ISHARES TR - 7-10 YR TRSY BDetf/fund | — | $174.2M | 2.5% | 1.84M | -3% | — | — | 13F |
| 13 | Palantir Technologies Inc. | Technology | $164.0M | 2.3% | 1.41M | +33% | 6 qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Meta Platforms, Inc. | Technology | $139.9M | 2.0% | 248K | +18% | 10+ qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $106.0M | 1.5% | 113K | +20% | 6 qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | UNITEDHEALTH GROUP INC | Healthcare | $97.5M | 1.4% | 235K | -22% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Coinbase Global, Inc. | Financials | $91.1M | 1.3% | 623K | +32% | 10+ qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Robinhood Markets, Inc. | Financials | $89.7M | 1.3% | 894K | +67% | 5 qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | SoFi Technologies, Inc. | Financials | $86.2M | 1.2% | 4.81M | +89% | 4 qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | CrowdStrike Holdings, Inc. | Technology | $85.9M | 1.2% | 113K | +20% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | JOHNSON & JOHNSON | Healthcare | $78.6M | 1.1% | 309K | -0.2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | AbbVie Inc. | Healthcare | $78.5M | 1.1% | 312K | -8% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Reddit, Inc. | Technology | $78.4M | 1.1% | 451K | +34% | 4 qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Merck & Co., Inc. | Healthcare | $76.1M | 1.1% | 592K | -6% | 10+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | AMGEN INC | Healthcare | $75.4M | 1.1% | 208K | +2% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $73.6M | 1.0% | 148K | New | |||
| 27 | $DHR | DANAHER CORP /DE/ | Healthcare | $72.6M | 1.0% | 381K | +24% | |||
| 28 | $AZN | ASTRAZENECA PLC | Healthcare | $72.2M | 1.0% | 381K | +0.8% | |||
| 29 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $72.1M | 1.0% | 422K | New | |||
| 30 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $71.8M | 1.0% | 143K | +21% | |||
| 31 | $NVS | NOVARTIS AG | Healthcare | $71.6M | 1.0% | 457K | +0.5% | |||
| 32 | $A | AGILENT TECHNOLOGIES, INC. | Healthcare | $70.7M | 1.0% | 532K | +6% | |||
| 33 | $SYK | STRYKER CORP | Healthcare | $69.8M | 1.0% | 222K | +20% | |||
| 34 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $69.4M | 1.0% | 1.20M | +1% | |||
| 35 | $ELV | Elevance Health, Inc. | Healthcare | $68.8M | 1.0% | 178K | -11% | |||
| 36 | $ABT | ABBOTT LABORATORIES | Healthcare | $68.8M | 1.0% | 758K | +21% | |||
| 37 | $MDT | Medtronic plc | Healthcare | $66.0M | 0.9% | 844K | +27% | |||
| 38 | $CSCO | CISCO SYSTEMS, INC. | Technology | $65.7M | 0.9% | 559K | -15% | |||
| 39 | $REGN | REGENERON PHARMACEUTICALS, INC. | Healthcare | $65.2M | 0.9% | 105K | +45% | |||
| 40 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $58.8M | 0.8% | 148K | +10% | |||
| 41 | $ORCL | ORACLE CORP | Technology | $55.6M | 0.8% | 379K | +11% | |||
| 42 | $BSX | BOSTON SCIENTIFIC CORP | Healthcare | $54.0M | 0.8% | 1.26M | +38% | |||
| 43 | $SHOP | SHOPIFY INC. | Technology | $52.2M | 0.7% | 456K | +74% | |||
| 44 | $CCJ | CAMECO CORP | Materials | $51.4M | 0.7% | 504K | +52% | |||
| 45 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $50.8M | 0.7% | 70K | -9% | |||
| 46 | $LRCX | LAM RESEARCH CORP | Technology | $49.9M | 0.7% | 115K | New | |||
| 47 | $PANW | Palo Alto Networks Inc | Technology | $48.4M | 0.7% | 142K | -15% | |||
| 48 | $ENB | ENBRIDGE INC | Energy | $48.3M | 0.7% | 891K | +17% | |||
| 49 | $RY | ROYAL BANK OF CANADA | Financials | $47.1M | 0.7% | 227K | +8% | |||
| 50 | $AEM | AGNICO EAGLE MINES LTD | Materials | $46.3M | 0.7% | 298K | +59% | |||
| 51 | $CRCL | Circle Internet Group, Inc. | Financials | $45.6M | 0.6% | 728K | +25% | |||
| 52 | $TD | TORONTO DOMINION BANK | Financials | $44.9M | 0.6% | 369K | +4% | |||
| 53 | $MU | MICRON TECHNOLOGY INC | Technology | $44.2M | 0.6% | 38K | -41% | |||
| 54 | $BCE | BCE INC | Communication Services | $38.9M | 0.6% | 1.81M | +29% | |||
| 55 | $STX | Seagate Technology Holdings plc | Technology | $38.3M | 0.5% | 40K | -38% | |||
| 56 | $IBIT | iShares Bitcoin Trust ETF | Financials | $38.1M | 0.5% | 1.15M | +16% | |||
| 57 | $APH | AMPHENOL CORP /DE/ | Technology | $34.5M | 0.5% | 195K | New | |||
| 58 | $NOW | ServiceNow, Inc. | Technology | $33.7M | 0.5% | 340K | +39% | |||
| 59 | $JPM | JPMORGAN CHASE & CO | Financials | $33.1M | 0.5% | 101K | -0.5% | |||
| 60 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $33.0M | 0.5% | 779K | +37% | |||
| 61 | $TXN | TEXAS INSTRUMENTS INC | Technology | $32.9M | 0.5% | 110K | -16% | |||
| 62 | $CAT | CATERPILLAR INC | Industrials | $32.4M | 0.5% | 30K | -26% | |||
| 63 | $ANET | Arista Networks, Inc. | Technology | $30.6M | 0.4% | 180K | -5% | |||
| 64 | $MS | MORGAN STANLEY | Financials | $30.2M | 0.4% | 144K | -8% | |||
| 65 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $29.4M | 0.4% | 355K | +9% | |||
| 66 | $CNQ | CANADIAN NATURAL RESOURCES Ltd | Energy | $28.9M | 0.4% | 731K | +18% | |||
| 67 | $MSI | Motorola Solutions, Inc. | Technology | $28.9M | 0.4% | 70K | -1% | |||
| 68 | $SU | SUNCOR ENERGY INC | Energy | $25.6M | 0.4% | 475K | +13% | |||
| 69 | $KO | COCA COLA CO | Consumer Staples | $24.1M | 0.3% | 297K | -5% | |||
| 70 | $V | VISA INC. | Financials | $23.9M | 0.3% | 70K | +1% | |||
| 71 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $23.3M | 0.3% | 159K | +5% | |||
| 72 | $MCD | MCDONALDS CORP | Consumer Discretionary | $23.0M | 0.3% | 85K | +13% | |||
| 73 | $SHEL | Shell plc | Energy | $22.4M | 0.3% | 289K | -11% | |||
| 74 | $WMT | Walmart Inc. | Consumer Staples | $22.2M | 0.3% | 196K | +1% | |||
| 75 | $TRP | TC ENERGY CORP | Energy | $21.2M | 0.3% | 320K | +0.7% | |||
| 76 | $PBA | PEMBINA PIPELINE CORP | Energy | $20.3M | 0.3% | 438K | +0.1% | |||
| 77 | $NFLX | NETFLIX INC | Communication Services | $20.0M | 0.3% | 280K | -68% | |||
| 78 | $INTU | INTUIT INC. | Technology | $19.8M | 0.3% | 76K | +34% | |||
| 79 | — | VANGUARD SCOTTSDALE FDS - LONG TERM TREAS | — | $19.8M | 0.3% | 359K | -27% | |||
| 80 | $EMA | EMERA INC | Utilities | $18.9M | 0.3% | 356K | +8% | |||
| 81 | $TU | TELUS CORP | Communication Services | $17.2M | 0.2% | 1.63M | +54% | |||
| 82 | $RCI | ROGERS COMMUNICATIONS INC | Communication Services | $16.3M | 0.2% | 501K | +15% | |||
| 83 | — | VANGUARD WORLD FD - EXTENDED DUR | — | $14.4M | 0.2% | 222K | -32% | |||
| 84 | $PNW | PINNACLE WEST CAPITAL CORP | Utilities | $14.1M | 0.2% | 131K | +6% | |||
| 85 | $ES | EVERSOURCE ENERGY | Utilities | $14.0M | 0.2% | 194K | +18% | |||
| 86 | $EXC | EXELON CORP | Utilities | $13.9M | 0.2% | 298K | New | |||
| 87 | $EIX | EDISON INTERNATIONAL | Utilities | $13.8M | 0.2% | 185K | +11% | |||
| 88 | $FE | FIRSTENERGY CORP | Utilities | $13.7M | 0.2% | 289K | +16% | |||
| 89 | $D | DOMINION ENERGY, INC | Utilities | $13.5M | 0.2% | 197K | +2% | |||
| 90 | $CCZ | COMCAST CORP | Communication Services | $13.2M | 0.2% | 539K | +44% | |||
| 91 | $KMI | KINDER MORGAN, INC. | Energy | $12.3M | 0.2% | 385K | +2% | |||
| 92 | $OKE | ONEOK INC /NEW/ | Energy | $12.2M | 0.2% | 140K | -2% | |||
| 93 | $T | AT&T INC. | Communication Services | $11.1M | 0.2% | 537K | +23% | |||
| 94 | $XYZ | Block, Inc. | Technology | $9.8M | 0.1% | 129K | +10% | |||
| 95 | $BNS | BANK OF NOVA SCOTIA | Financials | $9.8M | 0.1% | 113K | -0.2% | |||
| 96 | $DAL | DELTA AIR LINES, INC. | Industrials | $9.8M | 0.1% | 104K | -1% | |||
| 97 | $BMO | BANK OF MONTREAL /CAN/ | Financials | $9.7M | 0.1% | 55K | -2% | |||
| 98 | — | ISHARES TR - 10-20 YR TRS ETF | — | $9.2M | 0.1% | 92K | -18% | |||
| 99 | $CM | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | Financials | $9.1M | 0.1% | 79K | -3% | |||
| 100 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $7.0M | 0.1% | 19K | -6% | |||
| 101 | $RCL | ROYAL CARIBBEAN CRUISES LTD | Industrials | $7.0M | 0.1% | 22K | -8% | |||
| 102 | $HLT | Hilton Worldwide Holdings Inc. | Consumer Discretionary | $6.8M | 0.1% | 21K | -5% | |||
| 103 | $ABNB | Airbnb, Inc. | Technology | $6.6M | 0.1% | 46K | -8% | |||
| 104 | $SLF | SUN LIFE FINANCIAL INC | Financials | $6.4M | 0.1% | 82K | -2% | |||
| 105 | $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | Industrials | $6.4M | 0.1% | 74K | +18% | |||
| 106 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $6.3M | 0.1% | 111K | -16% | |||
| 107 | $FTS | Fortis Inc. | Utilities | $6.3M | 0.1% | 110K | +15% | |||
| 108 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $6.1M | 0.1% | 34K | +2101% | |||
| 109 | $GS | GOLDMAN SACHS GROUP INC | Financials | $6.0M | 0.1% | 5,962 | -26% | |||
| 110 | $NVO | NOVO NORDISK A S | Healthcare | $6.0M | 0.1% | 125K | +31% | |||
| 111 | $IREN | IREN Ltd | Financials | $5.9M | 0.1% | 130K | -10% | |||
| 112 | $HBAN | HUNTINGTON BANCSHARES INC /MD/ | Financials | $5.8M | 0.1% | 329K | -10% | |||
| 113 | $CFG | CITIZENS FINANCIAL GROUP INC/RI | Financials | $5.8M | 0.1% | 83K | -17% | |||
| 114 | $RF | REGIONS FINANCIAL CORP | Financials | $5.8M | 0.1% | 192K | -12% | |||
| 115 | $KEY | KEYCORP /NEW/ | Financials | $5.8M | 0.1% | 251K | New | |||
| 116 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $5.8M | 0.1% | 23K | -18% | |||
| 117 | $MTB | M&T BANK CORP | Financials | $5.8M | 0.1% | 24K | -15% | |||
| 118 | $FITB | FIFTH THIRD BANCORP | Financials | $5.7M | 0.1% | 101K | -18% | |||
| 119 | $USB | US BANCORP \DE\ | Financials | $5.7M | 0.1% | 94K | -15% | |||
| 120 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | — | $5.6M | 0.1% | 95K | -26% | |||
| 121 | — | SCHWAB STRATEGIC TR - INT-TRM U.S TRES | — | $5.6M | 0.1% | 227K | -26% | |||
| 122 | $TFC | TRUIST FINANCIAL CORP | Financials | $5.6M | 0.1% | 112K | -11% | |||
| 123 | $C | CITIGROUP INC | Financials | $5.6M | 0.1% | 40K | -24% | |||
| 124 | $BNY | Bank of New York Mellon Corp | Financials | $5.5M | 0.1% | 38K | New | |||
| 125 | $B | BARRICK MINING CORP | Materials | $5.4M | 0.1% | 146K | -3% | |||
| 126 | $QSR | Restaurant Brands International Inc. | Consumer Discretionary | $5.2M | 0.1% | 72K | +21% | |||
| 127 | $GE | GENERAL ELECTRIC CO | Industrials | $4.9M | 0.1% | 13K | -4% | |||
| 128 | $WULF | TERAWULF INC. | Financials | $4.9M | 0.1% | 196K | -0.7% | |||
| 129 | $VRT | Vertiv Holdings Co | Technology | $4.5M | 0.1% | 14K | New | |||
| 130 | $BEPC | Brookfield Renewable Corp | Utilities | $4.4M | 0.1% | 119K | +13% | |||
| 131 | $TRI | THOMSON REUTERS CORP /CAN/ | Communication Services | $4.4M | 0.1% | 54K | New | |||
| 132 | $GEV | GE Vernova Inc. | Industrials | $4.4M | 0.1% | 3,729 | +0.8% | |||
| 133 | $ETN | Eaton Corp plc | Industrials | $4.3M | 0.1% | 10K | +14% | |||
| 134 | $DE | DEERE & CO | Industrials | $4.2M | 0.1% | 6,632 | +20% | |||
| 135 | $NTR | Nutrien Ltd. | Materials | $4.2M | 0.1% | 67K | +35% | |||
| 136 | $MFC | MANULIFE FINANCIAL CORP | Financials | $4.2M | 0.1% | 103K | -4% | |||
| 137 | $PH | Parker-Hannifin Corp | Industrials | $4.2M | 0.1% | 4,253 | +21% | |||
| 138 | $GD | GENERAL DYNAMICS CORP | Industrials | $4.2M | 0.1% | 12K | +31% | |||
| 139 | $URI | UNITED RENTALS, INC. | Industrials | $4.1M | 0.1% | 3,661 | -13% | |||
| 140 | $AME | AMETEK INC/ | Industrials | $4.1M | 0.1% | 17K | +15% | |||
| 141 | $FAST | FASTENAL CO | Industrials | $4.1M | 0.1% | 86K | +28% | |||
| 142 | $MGA | MAGNA INTERNATIONAL INC | Industrials | $4.1M | 0.1% | 63K | -10% | |||
| 143 | $RTX | RTX Corp | Industrials | $4.1M | 0.1% | 22K | +34% | |||
| 144 | $LMT | LOCKHEED MARTIN CORP | Industrials | $4.1M | 0.1% | 8,077 | +61% | |||
| 145 | $UNP | UNION PACIFIC CORP | Industrials | $4.1M | 0.1% | 15K | +18% | |||
| 146 | $TXT | TEXTRON INC | Industrials | $4.1M | 0.1% | 45K | +27% | |||
| 147 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $4.1M | 0.1% | 38K | +19% | |||
| 148 | $RSG | REPUBLIC SERVICES, INC. | Utilities | $4.1M | 0.1% | 19K | +38% | |||
| 149 | $BAM | Brookfield Asset Management Ltd. | Financials | $4.1M | 0.1% | 90K | +7% | |||
| 150 | $UAL | United Airlines Holdings, Inc. | Industrials | $4.0M | 0.1% | 29K | -5% |
What changed in Q2 2026
Against the previous quarter's 13F: 15 new, 123 added to, 127 trimmed, 8 sold out. Share-count changes; largest moves by dollar size first.
New positions (15)
$VRTXVERTEX PHARMACEUTICALS INC / MA$73.6M
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$72.1Mfirst bought this quarter
$LRCXLAM RESEARCH CORP$49.9M
first bought this quarter
$APHAMPHENOL CORP /DE/$34.5M
first bought this quarter
$EXCEXELON CORP$13.9M
first bought this quarter
$KEYKEYCORP /NEW/$5.8M
first bought this quarter
+9 more in the Excel export
Added to (123)
now $235.0M · held 10+ qtrs, 8 adds in a row
now $164.0M · held 6 qtrs, 6 adds in a row
now $86.2M · held 4 qtrs, 4 adds in a row
now $271.4M · held 6 qtrs, 6 adds in a row
now $89.7M · held 5 qtrs, 5 adds in a row
now $311.5M · held 10+ qtrs, 8 adds in a row
+117 more in the Excel export
Trimmed (127)
now $221.2M · held 10+ qtrs
$NFLXNETFLIX INC-68%
now $20.0M · held 6 qtrs
$MUMICRON TECHNOLOGY INC-41%
now $44.2M · held 10+ qtrs, 5 trims in a row
now $97.5M · held 10+ qtrs
$STXSeagate Technology Holdings plc-38%
now $38.3M · held 2 qtrs
$ACNAccenture plc-99%
now $296K
+121 more in the Excel export
Holdings by quarter
Every 13F Harvest Portfolios Group Inc. has filed, 14 earlier quarters. Pick one to see what it held then.
Is it too late to follow Harvest Portfolios Group?
Q2 2026 13F filed with the SEC on Aug 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Harvest Portfolios Group's top 20 holdings: 70/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
+6.8%
Value-weighted move of the 10 largest stock positions
Turnover
8%
Last quarter; 20% over the last 4
Top 10 weight
34%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
93%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Harvest Portfolios Group Inc. disclosed 267 positions worth $7.1B in its Form 13F-HR for Q2 2026, led by $LLY (ELI LILLY & Co) at 4.8% of the equity portfolio, followed by $NVDA and $MSTR. During the quarter the fund opened 15 new positions and exited 8 — including a new stake in $VRTX and a full exit from $ZTS. The portfolio is most concentrated in Technology (35.0% of disclosed assets). All figures are sourced directly from Harvest Portfolios Group Inc.’s Form 13F-HR filing with the SEC under CIK 1923739.
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