EdgeMarket › What Harvest Portfolios Group Inc. reported owning

What Harvest Portfolios Group Inc. reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

6.1B

Positions

260

Quarter

2026-03-31

Shown below

50
largest by value
holdingvalue% of booksharesprice1y
MSTR
Strategy Inc
334.4M5.5%2.7M119.25-65.4%
LLY
ELI LILLY & Co
254.2M4.2%276.4K1,255.40+78.0%
NVDA
NVIDIA CORP
248.1M4.1%1.4M214.72+22.4%
TLT
iShares 20 Year Treasury Bond ETF
237.9M3.9%2.7M82.05-5.5%
TSLA
Tesla, Inc.
219.6M3.6%590.7K362.86+12.0%
IEF
iShares 7-10 Year Treasury Bond ETF
181.1M3.0%1.9M92.82-2.8%
MSFT
MICROSOFT CORP
175.3M2.9%473.6K483.24-4.4%
AMZN
AMAZON COM INC
155.4M2.6%746.2K258.63+15.6%
PLTR
Palantir Technologies Inc.
154.1M2.5%1.1M179.94+15.3%
AVGO
Broadcom Inc.
150.9M2.5%487.4K368.45+26.5%
AAPL
Apple Inc.
146.7M2.4%578.2K309.35+36.9%
GOOGL
Alphabet Inc.
144.5M2.4%502.5K344.82+73.0%
META
Meta Platforms, Inc.
120.2M2.0%210.1K549.90-26.5%
AMD
ADVANCED MICRO DEVICES INC
119.2M2.0%586.2K473.25+186.5%
COST
COSTCO WHOLESALE CORP /NEW
93.9M1.5%94.2K947.74-4.7%
NFLX
NETFLIX INC
84.4M1.4%877.9K79.59-34.4%
COIN
Coinbase Global, Inc.
82.6M1.4%472.8K186.49-38.7%
UNH
UNITEDHEALTH GROUP INC
81.4M1.3%300.8K390.11+30.1%
JNJ
JOHNSON & JOHNSON
75.8M1.3%310.0K270.24+51.1%
MRK
Merck & Co., Inc.
75.4M1.2%626.8K152.55+80.2%
AZN
ASTRAZENECA PLC
74.5M1.2%377.6K165.98
ABBV
AbbVie Inc.
74.0M1.2%340.3K264.96+26.7%
BMY
BRISTOL MYERS SQUIBB CO
72.1M1.2%1.2M67.01+38.9%
AMGN
AMGEN INC
71.9M1.2%204.3K439.33+48.2%
NVS
NOVARTIS AG
69.5M1.1%454.7K158.86+24.8%
ZTS
Zoetis Inc.
64.3M1.1%544.3K77.73-50.4%
ABT
ABBOTT LABORATORIES
64.0M1.1%623.7K116.64-11.9%
ISRG
INTUITIVE SURGICAL INC
62.1M1.0%134.7K378.81-21.2%
SYK
STRYKER CORP
60.9M1.0%185.2K329.45-15.9%
ELV
Elevance Health, Inc.
58.6M1.0%200.2K400.54+29.2%
DHR
DANAHER CORP /DE/
58.5M1.0%308.7K218.85+3.5%
TMO
THERMO FISHER SCIENTIFIC INC.
58.2M1.0%118.4K629.27+27.2%
BSX
BOSTON SCIENTIFIC CORP
57.5M0.9%917.0K50.37-52.5%
A
AGILENT TECHNOLOGIES, INC.
57.4M0.9%504.0K159.00+33.5%
MDT
Medtronic plc
57.4M0.9%662.3K93.35+0.1%
REGN
REGENERON PHARMACEUTICALS, INC.
55.9M0.9%72.4K834.04+41.1%
CRCL
Circle Internet Group, Inc.
55.5M0.9%582.0K87.98-36.2%
CSCO
CISCO SYSTEMS, INC.
51.1M0.8%658.0K111.04+65.5%
ORCL
ORACLE CORP
50.4M0.8%342.5K146.47-37.7%
RDDT
Reddit, Inc.
45.2M0.7%335.7K153.29-29.8%
ENB
ENBRIDGE INC
41.3M0.7%761.2K50.46+5.1%
SOFI
SoFi Technologies, Inc.
40.4M0.7%2.5M18.91-16.0%
IBIT
iShares Bitcoin Trust ETF
38.1M0.6%991.4K43.68-32.7%
AEM
AGNICO EAGLE MINES LTD
38.1M0.6%187.5K216.06+60.4%
HOOD
Robinhood Markets, Inc.
37.1M0.6%535.7K108.13+2.6%
ACN
Accenture plc
37.1M0.6%187.0K185.28-27.4%
CRWD
CrowdStrike Holdings, Inc.
36.7M0.6%94.0K191.95+83.2%
CCJ
CAMECO CORP
36.0M0.6%330.7K102.51+45.5%
BCE
BCE INC
35.4M0.6%1.4M23.71-7.9%
RY
ROYAL BANK OF CANADA
34.0M0.6%210.5K205.23+50.4%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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