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Institutional

Harvest Portfolios Group Inc.

CIK 0001923739
$6.06B
Reported AUM
260
Positions
Q1 2026
Period
2026-05-14
Filed

The Brief · Harvest Portfolios Group Inc. · Q1 2026

AI · grounded in 13F

Harvest Portfolios Group Inc. established a new position in AZN worth $74.47M, while closing its position in AZNN for a loss of $69.39M. The fund also opened new stakes in CRWD for $36.69M and STX for $24.88M. Additionally, the manager exited ADBE entirely and increased share counts in NFLX by 36.83% and AMZN by 26.82%.

Portfolio · Q1 2026

MSTR$334.4MLLYNVDATLTTSLAIEFMSFTAMZNPLTRAVGOAAPLGOOGLOther$3.66BHI

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1MSTRSTRATEGY INC$93.33-2.94%-73.71%38.84%$334.4M5.52%HELD
2LLYELI LILLY & CO$1211.59-0.74%61.25%393.83%$254.2M4.19%HELD
3NVDANVIDIA CORPORATION$190.16-3.48%13.56%782.99%$248.1M4.09%HELD
4TLTISHARES TR 20 YR TR$82.85-1.65%-0.09%-32.92%$237.9M3.93%HELD
5TSLATESLA INC$298.44-2.93%1.59%25.36%$219.6M3.62%HELD
6IEFISHARES TR$93.17-0.42%1.28%-7.74%$181.1M2.99%HELD
7MSFTMICROSOFT CORP$390.50-0.72%-24.89%34.54%$175.3M2.89%HELD
8AMZNAMAZON COM INC$226.46-1.91%7.50%33.03%$155.4M2.56%HELD
9PLTRPALANTIR TECHNOLOGIES INC$123.00-0.43%-19.93%368.98%$154.1M2.54%HELD
10AVGOBROADCOM INC$370.73-2.67%31.81%734.42%$150.9M2.49%HELD
11AAPLAPPLE INC$338.10-0.58%67.77%128.17%$146.7M2.42%HELD
12GOOGLALPHABET INC CAP STK$336.300.78%76.51%132.04%$144.5M2.38%HELD
13METAMETA PLATFORMS INC$585.07-1.41%-20.62%57.79%$120.2M1.98%HELD
14AMDADVANCED MICRO DEVICES INC$429.56-5.51%153.16%292.58%$119.2M1.97%HELD
15COSTCOSTCO WHOLESALE CORPORATION$973.730.74%2.82%125.57%$93.9M1.55%HELD
16NFLXNETFLIX INC.$73.621.71%-37.52%27.18%$84.4M1.39%HELD
17COINCOINBASE GLOBAL INC$160.09-4.65%-49.13%-38.19%$82.6M1.36%HELD
18UNHUNITEDHEALTH GROUP INC$420.71-1.88%83.63%11.52%$81.4M1.34%HELD
19JNJJOHNSON & JOHNSON$265.69-0.39%64.28%77.25%$75.8M1.25%HELD
20MRKMERCK & CO INC$130.39-1.08%70.49%100.41%$75.4M1.24%HELD
21AZNASTRAZENECA PLC$173.320.49%18.65%63.09%$74.5M1.23%HELD
22ABBVABBVIE INC$263.620.16%40.72%165.04%$74.0M1.22%HELD
23BMYBRISTOL-MYERS SQUIBB CO$63.10-0.79%50.70%16.74%$72.1M1.19%HELD
24AMGNAMGEN INC$387.64-1.39%36.39%102.46%$71.9M1.19%HELD
25NVSNOVARTIS AG$158.83-0.64%41.75%107.01%$69.5M1.15%HELD
26ZTSZOETIS INC$77.930.54%-45.71%-59.40%$64.3M1.06%HELD
27ABTABBOTT LABORATORIES$108.070.75%-12.22%-4.75%$64.0M1.06%HELD
28ISRGINTUITIVE SURGICAL INC$353.10-2.40%-25.11%3.02%$62.1M1.02%HELD
29SYKSTRYKER CORPORATION$352.231.62%-6.40%33.06%$60.9M1.00%HELD
30ELVELEVANCE HEALTH INC FORMERLY$375.96-2.53%39.76%7.69%$58.6M0.97%HELD
31DHRDANAHER CORP DEL$196.53-1.27%$58.5M0.97%HELD
32TMOTHERMO FISHER SCIENTIFIC INC$576.450.01%$58.2M0.96%HELD
33BSXBOSTON SCIENTIFIC CORP$46.060.00%$57.5M0.95%HELD
34AAGILENT TECHNOLOGIES INC$140.30-0.17%$57.4M0.95%HELD
35MDTMEDTRONIC PLC$87.570.80%$57.4M0.95%HELD
36REGNREGENERON PHARMACEUTICALS$695.420.03%$55.9M0.92%HELD
37CRCLCIRCLE INTERNET GROUP INC$61.31-4.68%$55.5M0.92%HELD
38CSCOCISCO SYS INC$112.53-2.64%$51.1M0.84%HELD
39ORCLORACLE CORP$117.81-1.79%$50.4M0.83%HELD
40RDDTREDDIT INC$177.97-0.26%$45.2M0.75%HELD
41ENBENBRIDGE INC$55.14-0.20%$41.3M0.68%HELD
42SOFISOFI TECHNOLOGIES INC$15.25-8.90%$40.4M0.67%HELD
43IBITISHARES BITCOIN TRUST ETF$36.00-0.39%$38.1M0.63%HELD
44AEMAGNICO EAGLE MINES LTD$144.430.50%$38.1M0.63%HELD
45HOODROBINHOOD MKTS INC$89.56-3.45%$37.1M0.61%HELD
46ACNACCENTURE PLC IRELAND$173.225.20%$37.1M0.61%HELD
47CRWDCROWDSTRIKE HLDGS INC$179.38-1.33%$36.7M0.61%HELD
48CCJCAMECO CORP$84.57-2.75%$36.0M0.59%HELD
49BCEBCE INC$22.332.38%$35.4M0.58%HELD
50RYROYAL BK CDA$206.49-2.77%$34.0M0.56%HELD
51TDTORONTO DOMINION BK ONT$116.99-2.84%$33.2M0.55%HELD
52SHOPSHOPIFY INC$129.17-0.85%$31.1M0.51%HELD
53MSIMOTOROLA SOLUTIONS INC$434.20-1.39%$30.6M0.50%HELD
54SHELSHELL PLC$88.342.48%$30.3M0.50%HELD
55CNQCANADIAN NAT RES LTD MED TER$46.455.11%$30.2M0.50%HELD
56JPMJPMORGAN CHASE & CO$345.27-3.37%$29.9M0.49%HELD
57CATCATERPILLAR INC$783.18-6.86%$29.0M0.48%HELD
58VZVERIZON COMMUNICATIONS INC$47.24-1.97%$28.6M0.47%HELD
59SUSUNCOR ENERGY INC NEW$65.802.97%$27.9M0.46%HELD
60VGLTVANGUARD SCOTTSDALE FDS$53.13-1.45%$27.3M0.45%HELD
61PANWPALO ALTO NETWORKS INC$314.15-1.52%$26.7M0.44%HELD
62AMATAPPLIED MATLS INC$436.45-8.40%$26.3M0.43%HELD
63WMT2WELLS FARGO & CO$26.1M0.43%HELD
64MSMORGAN STANLEY$203.19-3.97%$25.7M0.42%HELD
65TXNTEXAS INSTRS INC$271.30-2.08%$25.7M0.42%HELD
66NOWSERVICENOW INC$115.814.69%$25.5M0.42%HELD
67STXSEAGATE TECHNOLOGY HLDNGS PL$764.122.25%$24.9M0.41%HELD
68CRMSALESFORCE INC$188.463.83%$24.9M0.41%HELD
69INTUINTUIT$333.136.43%$24.5M0.40%HELD
70WMTWALMART INC$114.190.97%$24.0M0.40%HELD
71KOCOCA COLA CO$89.130.97%$23.7M0.39%HELD
72MCDMCDONALDS CORP$271.51-0.55%$23.4M0.39%HELD
73ANETARISTA NETWORKS INC$157.80-7.02%$23.4M0.39%HELD
74MUMICRON TECHNOLOGY INC$740.40-9.77%$22.0M0.36%HELD
75PGPROCTER & GAMBLE CO$146.12-1.85%$22.0M0.36%HELD
76EDVVANGUARD WORLD FD$60.21-2.79%$21.2M0.35%HELD
77VVISA INC$369.540.80%$20.9M0.34%HELD
78TRPTC ENERGY CORP$67.28-0.61%$19.9M0.33%HELD
79PBAPEMBINA PIPELINE CORP$50.411.02%$19.6M0.32%HELD
80EMAEMERA INC$54.02-0.81%$17.1M0.28%HELD
81RCIROGERS$34.820.20%$16.8M0.28%HELD
82TUTELUS CORPORATION$11.134.12%$13.5M0.22%HELD
83OKEONEOK INC NEW$90.001.35%$12.9M0.21%HELD
84KMIKINDER MORGAN INC DEL$31.860.79%$12.7M0.21%HELD
85TAT&T INC$23.94-2.90%$12.6M0.21%HELD
86FEFIRSTENERGY CORP$49.13-1.05%$12.5M0.21%HELD
87PNWPINNACLE WEST CAP CORP$102.28-2.90%$12.4M0.21%HELD
88EIXEDISON INTL$78.63-1.45%$12.2M0.20%HELD
89DDOMINION ENERGY INC$70.55-0.10%$12.0M0.20%HELD
90ESEVERSOURCE ENERGY$74.76-0.84%$11.4M0.19%HELD
91TLHISHARES TR$97.11-1.19%$11.3M0.19%HELD
92CMCSACOMCAST CORP NEW$24.611.74%$10.8M0.18%HELD
93BNSBANK NOVA SCOTIA B C$86.04-2.60%$7.8M0.13%HELD
94CMCANADIAN IMPERIAL BANK OF CO$116.23-3.00%$7.7M0.13%HELD
95BMOBANK MONTREAL MEDIUM$175.29-2.96%$7.6M0.13%HELD
96VGITVANGUARD SCOTTSDALE FDS$58.43-0.19%$7.6M0.13%HELD
97SCHRSCHWAB STRATEGIC TR$24.45-0.16%$7.6M0.13%HELD
98XYZBLOCK INC$82.18-1.11%$7.1M0.12%HELD
99DALDELTA AIR LINES INC$86.28-3.46%$7.0M0.12%HELD
100GSGOLDMAN SACHS GROUP INC$980.76-5.09%$6.8M0.11%HELD
101HLTHILTON WORLDWIDE HLDGS INC$6.6M0.11%HELD
102MARMARRIOTT INTL INC NEW$6.6M0.11%HELD
103BKNGBOOKING HOLDINGS INC$6.6M0.11%HELD
104RCLROYAL CARIBBEAN GROUP$6.6M0.11%HELD
105BACBANK AMERICA CORP$6.4M0.11%HELD
106ABNBAIRBNB INC$6.4M0.10%HELD
107BBARRICK MNG CORP$6.2M0.10%HELD
108CFGCITIZENS FINL GROUP INC$6.0M0.10%HELD
109PNCPNC FINL SVCS GROUP INC$5.9M0.10%HELD
110CCITIGROUP INC$5.9M0.10%HELD
111MTBM & T BK CORP$5.9M0.10%HELD
112TFCTRUIST FINL CORP$5.8M0.10%HELD
113FCNCAFIRST CTZNS BANCSHARES INC D$5.8M0.10%HELD
114USBUS BANCORP$5.8M0.10%HELD
115FITBFIFTH THIRD BANCORP$5.7M0.09%HELD
116HBANHUNTINGTON BANCSHARES INC$5.7M0.09%HELD
117RFREGIONS FINANCIAL CORP NEW$5.7M0.09%HELD
118FTSFORTIS INC$5.3M0.09%HELD
119SLFSUN LIFE FINANCIAL INC.$5.2M0.09%HELD
120IRENIREN LIMITED$4.9M0.08%HELD
121CPCANADIAN PACIFIC KANSAS CITY$4.9M0.08%HELD
122QSRRESTAURANT BRANDS INTL INC$4.4M0.07%HELD
123BEPCBROOKFIELD RENEWABLE CORP$4.2M0.07%HELD
124CDECOEUR MNG INC$4.2M0.07%HELD
125MGAMAGNA INTL INC$3.9M0.06%HELD
126GEGE AEROSPACE$3.9M0.06%HELD
127CVECENOVUS ENERGY INC$3.9M0.06%HELD
128BAMBROOKFIELD ASSET MANAGMT LTD$3.8M0.06%HELD
129NTRNUTRIEN LTD$3.7M0.06%HELD
130MFCMANULIFE FINL CORP$3.7M0.06%HELD
131NVONOVO-NORDISK A S$3.5M0.06%HELD
132GEVGE VERNOVA INC$3.2M0.05%HELD
133XOMEXXON MOBIL CORP$3.2M0.05%HELD
134AMEAMETEK INC$3.2M0.05%HELD
135GLXYGALAXY DIGITAL INC.$3.2M0.05%HELD
136ETNEATON CORP PLC$3.2M0.05%HELD
137PHPARKER-HANNIFIN CORP$3.2M0.05%HELD
138UBERUBER TECHNOLOGIES INC$3.1M0.05%HELD
139RTXRTX CORPORATION$3.1M0.05%HELD
140FASTFASTENAL CO$3.1M0.05%HELD
141UPSUNITED PARCEL SVCS INC$3.1M0.05%HELD
142IRINGERSOLL RAND INC$3.1M0.05%HELD
143DEDEERE & CO$3.1M0.05%HELD
144VICIVICI PPTYS INC$3.1M0.05%HELD
145UNPUNION PAC CORP$3.1M0.05%HELD
146GDGENERAL DYNAMICS CORP$3.1M0.05%HELD
147TXTTEXTRON INC$3.1M0.05%HELD
148URIUNITED RENTALS INC$3.1M0.05%HELD
149LMTLOCKHEED MARTIN CORP$3.0M0.05%HELD
150RSGREPUBLIC SVCS INC$3.0M0.05%HELD
151APAAPA CORPORATION$3.0M0.05%HELD
152OXYOCCIDENTAL PETE CORP$2.9M0.05%HELD
153WULFTERAWULF INC$2.9M0.05%HELD
154UALUNITED AIRLS HLDGS INC$2.8M0.05%HELD
155CCL1EURCARNIVAL CORP$2.8M0.05%HELD
156EXPEEXPEDIA GROUP INC$2.8M0.05%HELD
157EENI SPA$2.7M0.05%HELD
158CIFRCIPHER DIGITAL INC$2.7M0.04%HELD
159OVVOVINTIV INC$2.6M0.04%HELD
160EOGEOG RES INC$2.6M0.04%HELD
161COPCONOCOPHILLIPS$2.6M0.04%HELD
162TTETOTALENERGIES SE ACT$2.6M0.04%HELD
163SUISUN CMNTYS INC$2.6M0.04%HELD
164VLOVALERO ENERGY CORP$2.6M0.04%HELD
165BPBP PLC$2.6M0.04%HELD
166AGIALAMOS GOLD INC$2.6M0.04%HELD
167PSXPHILLIPS 66$2.5M0.04%HELD
168SNYSANOFI SA$2.5M0.04%HELD
169CVXCHEVRON CORPORATION$2.4M0.04%HELD
170RIOTRIOT PLATFORMS INC$2.4M0.04%HELD
171PAASPAN AMERN SILVER CORP$2.4M0.04%HELD
172CORZCORE SCIENTIFIC INC NEW$2.4M0.04%HELD
173PFEPFIZER INC$2.4M0.04%HELD
174EQXEQUINOX GOLD CORP$2.3M0.04%HELD
175GSKGSK PLC$2.3M0.04%HELD
176IAGIAMGOLD CORP$2.2M0.04%HELD
177AUANGLOGOLD ASHANTI PLC$2.2M0.04%HELD
178NEMNEWMONT CORP$2.2M0.04%HELD
179KGCKINROSS GOLD CORP$2.2M0.04%HELD
180SLBSLB LIMITED$2.1M0.04%HELD
181BTGB2GOLD CORP$2.1M0.04%HELD
182EQNREQUINOR ASA$2.1M0.04%HELD
183BLSHBULLISH$2.1M0.03%HELD
184VIKVIKING HOLDINGS LTD$2.1M0.03%HELD
185EGOELDORADO GOLD CORP NEW$1.8M0.03%HELD
186LUVSOUTHWEST AIRLS CO$1.8M0.03%HELD
187MARAMARA HOLDINGS INC$1.6M0.03%HELD
188LVSLAS VEGAS SANDS CORP$1.6M0.03%HELD
189CNICANADIAN NATL RY CO$1.5M0.03%HELD
190FNVFRANCO NEV CORP$1.5M0.02%HELD
191HHYATT HOTELS CORP$1.3M0.02%HELD
192DLRDIGITAL RLTY TR INC$1.3M0.02%HELD
193HSTHOST HOTELS & RESORTS INC$1.3M0.02%HELD
194CLSKCLEANSPARK INC$1.2M0.02%HELD
195BTDRBITDEER TECHNOLOGIES GROUP CL A$1.2M0.02%HELD
196GTYGETTY RLTY CORP NEW$1.2M0.02%HELD
197REGREGENCY CTRS CORP$1.2M0.02%HELD
198WCNWASTE CONNECTIONS INC$1.1M0.02%HELD
199AMTAMERICAN TOWER CORP$1.1M0.02%HELD
200PLDPROLOGIS INC.$1.1M0.02%HELD
201STAGSTAG INDUSTRIAL INC$1.0M0.02%HELD
202ADCAGREE RLTY CORP$1.0M0.02%HELD
203OREALTY INCOME CORP$966K0.02%HELD
204GIBCGI INC$952K0.02%HELD
205WPMWHEATON PRECIOUS METALS CORP$902K0.01%HELD
206SPGSIMON PPTY GROUP INC NEW$882K0.01%HELD
207NCLHNORWEGIAN CRUISE LINE HLDGS$829K0.01%HELD
208PSAPUBLIC STORAGE OPER CO$783K0.01%HELD
209INVHINVITATION HOMES INC$777K0.01%HELD
210UDRUDR INC$774K0.01%HELD
211WYNNWYNN RESORTS LTD$764K0.01%HELD
212MAAMID-AMER APT CMNTYS INC$734K0.01%HELD
213MGMMGM RESORTS INTERNATIONAL$704K0.01%HELD
214AALAMERICAN AIRLINES GROUP INC$688K0.01%HELD
215LAMRLAMAR ADVERTISING CO$686K0.01%HELD
216DOCHEALTHPEAK PROPERTIES INC$685K0.01%HELD
217RHPRYMAN HOSPITALITY PPTYS INC$608K0.01%HELD
218SEDGSOLAREDGE TECHNOLOGIES INC$582K0.01%HELD
219WHWYNDHAM HOTELS & RESORTS INC$573K0.01%HELD
220STNSTANTEC INC$534K0.01%HELD
221RBARB GLOBAL INC$501K0.01%HELD
222CZRCAESARS ENTERTAINMENT INC NE$480K0.01%HELD
223CPACOPA HOLDINGS SA$469K0.01%HELD
224HUTHUT 8 CORP$460K0.01%HELD
225MTNVAIL RESORTS INC$458K0.01%HELD
226NXTNEXTPOWER INC CLASS A$457K0.01%HELD
227RRRRED ROCK RESORTS INC$448K0.01%HELD
228HIWHIGHWOODS PPTYS INC$448K0.01%HELD
229BYDBOYD GAMING CORP$423K0.01%HELD
230ALKALASKA AIR GROUP INC$419K0.01%HELD
231CCICROWN CASTLE INC$417K0.01%HELD
232TNLTRAVEL PLUS LEISURE CO$407K0.01%HELD
233PLUGPLUG PWR INC$400K0.01%HELD
234ENSENERSYS$392K0.01%HELD
235SKYWSKYWEST INC$385K0.01%HELD
236ENPHENPHASE ENERGY INC$372K0.01%HELD
237IBMINTERNATIONAL BUSINESS MACHS$366K0.01%HELD
238ORAORMAT TECHNOLOGIES INC$360K0.01%HELD
239MAMASTERCARD INCORPORATED$347K0.01%HELD
240WITWIPRO LTD$343K0.01%HELD
241INFYINFOSYS LTD$338K0.01%HELD
242DQDAQO NEW ENERGY CORP SPNSRD$334K0.01%HELD
243RNWRENEW ENERGY GLOBAL PLC$332K0.01%HELD
244INTCINTEL CORP$332K0.01%HELD
245FSLRFIRST SOLAR INC$319K0.01%HELD
246SAPSAP SE$302K0.00%HELD
247AREALEXANDRIA REAL ESTATE EQ IN$296K0.00%HELD
248RUNSUNRUN INC$277K0.00%HELD
249SHLSSHOALS TECHNOLOGIES GROUP IN$273K0.00%HELD
250ARRYARRAY TECHNOLOGIES INC$270K0.00%HELD
251CSIQCANADIAN SOLAR INC$264K0.00%HELD
252TET1 ENERGY INC$251K0.00%HELD
253FLNCFLUENCE ENERGY INC$237K0.00%HELD
254FOURSHIFT4 PMTS INC$206K0.00%HELD
255EOSEEOS ENERGY ENTERPRISES INC$127K0.00%HELD
2561B2BITFARMS LTD$122K0.00%HELD
257HIVEHIVE DIGITAL TECHNOLOGIES LT$60K0.00%HELD
258BTBTBIT DIGITAL INC$50K0.00%HELD
259AIFCALT5 SIGMA CORP$23K0.00%HELD
260DEFTDEFI TECHNOLOGIES INC$22K0.00%HELD

Source: SEC EDGAR · accession 0000912282-26-000726. 13F discloses long positions only — shorts, foreign equities, and options are excluded.