Harvest Portfolios Group Inc.
Net buyer this quarter
$7.09B
260
+$505M
33.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 LLY | $338M | 4.77% | 0.03% | +2.0% | Q4 2022 |
 NVDA | $312M | 4.39% | 0.01% | +9.5% | Q4 2022 |
 MSTR | $271M | 3.83% | Not reported | +16.5% | Q1 2025 |
 TSLA | $263M | 3.70% | 0.02% | +5.7% | Q1 2025 |
 MSFT | $235M | 3.31% | 0.01% | +33.0% | Q4 2022 |
 AMD | $221M | 3.12% | 0.02% | -35.0% | Q4 2022 |
 GOOGL | $190M | 2.68% | 0.00% | +5.9% | Q4 2022 |
 AMZN | $189M | 2.67% | 0.01% | +6.3% | Q3 2024 |
 AAPL | $185M | 2.60% | 0.00% | +10.3% | Q4 2022 |
 AVGO | $182M | 2.56% | 0.01% | -1.3% | Q4 2022 |
 PLTR | $164M | 2.31% | 0.06% | +33.4% | Q1 2025 |
 META | $140M | 1.97% | Not reported | +18.2% | Q4 2022 |
 COST | $106M | 1.50% | 0.03% | +20.3% | Q3 2023 |
 UNH | $97.5M | 1.38% | 0.03% | -22.0% | Q4 2022 |
 COIN | $91.1M | 1.28% | 0.24% | +31.8% | Q4 2022 |
 HOOD | $89.7M | 1.26% | 0.38% | +67.0% | Q2 2025 |
 SOFI | $86.2M | 1.22% | 0.37% | +88.9% | Q3 2025 |
 CRWD | $85.9M | 1.21% | 0.04% | +19.7% | Q4 2023 |
 JNJ | $78.6M | 1.11% | 0.01% | -0.2% | Q4 2022 |
 ABBV | $78.5M | 1.11% | 0.02% | -8.3% | Q4 2022 |
 RDDT | $78.4M | 1.10% | Not reported | +34.5% | Q3 2025 |
 MRK | $76.1M | 1.07% | 0.02% | -5.5% | Q4 2022 |
 AMGN | $75.4M | 1.06% | 0.04% | +1.9% | Q4 2022 |
 VRTX | $73.6M | 1.04% | 0.06% | New | Q2 2026 |
 DHR | $72.6M | 1.02% | 0.05% | +23.5% | Q4 2022 |
 AZN | $72.2M | 1.02% | Not reported | +0.8% | Q4 2022 |
 SPCX | $72.1M | 1.02% | Not reported | New | Q2 2026 |
 TMO | $71.8M | 1.01% | 0.04% | +21.0% | Q4 2022 |
 NVS | $71.6M | 1.01% | 0.02% | +0.5% | Q4 2022 |
 A | $70.7M | 1.00% | 0.19% | +5.6% | Q3 2023 |
 SYK | $69.8M | 0.98% | 0.06% | +19.8% | Q4 2022 |
 BMY | $69.4M | 0.98% | 0.06% | +1.3% | Q4 2022 |
 ELV | $68.8M | 0.97% | 0.08% | -11.1% | Q4 2022 |
 ABT | $68.8M | 0.97% | 0.04% | +21.5% | Q4 2022 |
 MDT | $66M | 0.93% | 0.07% | +27.4% | Q4 2022 |
 CSCO | $65.7M | 0.93% | 0.01% | -15.0% | Q4 2022 |
 REGN | $65.2M | 0.92% | 0.11% | +44.5% | Q4 2022 |
 ISRG | $58.8M | 0.83% | 0.04% | +9.8% | Q4 2022 |
 ORCL | $55.6M | 0.78% | 0.01% | +10.7% | Q4 2022 |
 BSX | $54M | 0.76% | 0.09% | +37.9% | Q4 2022 |
 SHOP | $52.2M | 0.74% | 0.12% | +73.9% | Q3 2025 |
 CCJ | $51.4M | 0.72% | 0.12% | +52.4% | Q3 2025 |
 AMAT | $50.8M | 0.72% | 0.01% | -8.6% | Q3 2023 |
 LRCX | $49.9M | 0.70% | 0.01% | New | Q2 2026 |
 PANW | $48.4M | 0.68% | 0.02% | -14.8% | Q3 2024 |
 ENB | $48.3M | 0.68% | 0.04% | +17.1% | Q1 2023 |
 RY | $47.1M | 0.66% | 0.02% | +8.0% | Q1 2023 |
 AEM | $46.3M | 0.65% | 0.06% | +59.1% | Q1 2023 |
 CRCL | $45.6M | 0.64% | Not reported | +25.1% | Q3 2025 |
 TD | $44.9M | 0.63% | 0.02% | +3.8% | Q1 2023 |
| Q1 2026 | |||||
| MSTR | $334M | 5.52% | Not reported | +27.0% | Q1 2025 |
| LLY | $254M | 4.19% | 0.03% | +11.7% | Q4 2022 |
| NVDA | $248M | 4.09% | 0.01% | +12.8% | Q4 2022 |
| TSLA | $220M | 3.62% | 0.02% | +11.3% | Q1 2025 |
| MSFT | $175M | 2.89% | 0.01% | +43.3% | Q4 2022 |
| AMZN | $155M | 2.56% | 0.01% | +26.8% | Q3 2024 |
| PLTR | $154M | 2.54% | 0.04% | +21.3% | Q1 2025 |
| AVGO | $151M | 2.49% | 0.01% | +20.7% | Q4 2022 |
| AAPL | $147M | 2.42% | 0.00% | +14.3% | Q4 2022 |
| GOOGL | $144M | 2.38% | 0.00% | -0.1% | Q4 2022 |
| META | $120M | 1.98% | Not reported | +15.1% | Q4 2022 |
| AMD | $119M | 1.97% | 0.04% | +19.4% | Q4 2022 |
| COST | $93.9M | 1.55% | 0.02% | +24.5% | Q3 2023 |
 NFLX | $84.4M | 1.39% | 0.02% | +36.8% | Q1 2025 |
| COIN | $82.6M | 1.36% | 0.18% | +25.5% | Q4 2022 |
| UNH | $81.4M | 1.34% | 0.03% | +28.4% | Q4 2022 |
| JNJ | $75.8M | 1.25% | 0.01% | -6.9% | Q4 2022 |
| MRK | $75.4M | 1.24% | 0.03% | -6.5% | Q4 2022 |
| AZN | $74.5M | 1.23% | Not reported | +0.1% | Q4 2022 |
| ABBV | $74M | 1.22% | 0.02% | +22.0% | Q4 2022 |
| BMY | $72.1M | 1.19% | 0.06% | -9.5% | Q4 2022 |
| AMGN | $71.9M | 1.19% | 0.04% | +3.5% | Q4 2022 |
| NVS | $69.5M | 1.15% | 0.02% | -7.6% | Q4 2022 |
 ZTS | $64.3M | 1.06% | 0.13% | +30.8% | Q4 2022 |
| ABT | $64M | 1.06% | 0.04% | +29.6% | Q4 2022 |
| ISRG | $62.1M | 1.02% | 0.04% | +24.2% | Q4 2022 |
| SYK | $60.9M | 1.00% | 0.05% | +12.7% | Q4 2022 |
| ELV | $58.6M | 0.97% | 0.09% | +10.0% | Q4 2022 |
| DHR | $58.5M | 0.97% | 0.04% | +10.4% | Q4 2022 |
| TMO | $58.2M | 0.96% | 0.03% | +10.1% | Q4 2022 |
| BSX | $57.5M | 0.95% | 0.06% | +53.5% | Q4 2022 |
| A | $57.4M | 0.95% | 0.18% | +23.6% | Q3 2023 |
| MDT | $57.4M | 0.95% | 0.05% | +2.8% | Q4 2022 |
| REGN | $55.9M | 0.92% | 0.08% | -11.4% | Q4 2022 |
| CRCL | $55.5M | 0.92% | Not reported | +8.7% | Q3 2025 |
| CSCO | $51.1M | 0.84% | 0.02% | -5.8% | Q4 2022 |
| ORCL | $50.4M | 0.83% | 0.01% | +82.1% | Q4 2022 |
| RDDT | $45.2M | 0.75% | Not reported | +49.2% | Q3 2025 |
| ENB | $41.3M | 0.68% | 0.03% | +20.2% | Q1 2023 |
| SOFI | $40.4M | 0.67% | 0.20% | +49.6% | Q3 2025 |
 IBIT | $38.1M | 0.63% | 0.07% | +15.4% | Q2 2025 |
| AEM | $38.1M | 0.63% | 0.04% | +36.5% | Q1 2023 |
| HOOD | $37.1M | 0.61% | 0.23% | +47.1% | Q2 2025 |
 ACN | $37.1M | 0.61% | 0.03% | -7.2% | Q4 2022 |
| CRWD | $36.7M | 0.61% | 0.04% | Not reported | Q4 2023 |
| CCJ | $36M | 0.59% | 0.08% | +45.9% | Q3 2025 |
 BCE | $35.4M | 0.58% | 0.15% | +26.6% | Q1 2023 |
| RY | $34M | 0.56% | 0.02% | +52.0% | Q1 2023 |
| TD | $33.2M | 0.55% | 0.02% | +41.0% | Q1 2023 |
| SHOP | $31.1M | 0.51% | 0.07% | +74.3% | Q3 2025 |
| Q4 2025 | |||||
| MSTR | $321M | 5.58% | Not reported | +36.1% | Q1 2025 |
| LLY | $266M | 4.62% | 0.03% | -11.4% | Q4 2022 |
| TSLA | $239M | 4.15% | 0.01% | +8.0% | Q1 2025 |
| NVDA | $235M | 4.09% | 0.01% | +6.6% | Q4 2022 |
| MSFT | $160M | 2.78% | 0.00% | +17.1% | Q4 2022 |
| GOOGL | $157M | 2.74% | 0.00% | -3.5% | Q4 2022 |
| PLTR | $154M | 2.69% | 0.04% | +13.3% | Q1 2025 |
| AVGO | $140M | 2.43% | 0.01% | +5.6% | Q4 2022 |
| AAPL | $138M | 2.39% | 0.00% | +8.4% | Q4 2022 |
| AMZN | $136M | 2.36% | 0.01% | +19.6% | Q3 2024 |
| META | $120M | 2.09% | Not reported | +43.0% | Q4 2022 |
| AMD | $105M | 1.83% | 0.03% | +19.1% | Q4 2022 |
| COIN | $85.2M | 1.48% | 0.14% | +21.7% | Q4 2022 |
| UNH | $77.3M | 1.34% | 0.03% | -6.8% | Q4 2022 |
| BMY | $70.8M | 1.23% | 0.06% | -1.1% | Q4 2022 |
| MRK | $70.5M | 1.23% | 0.03% | -10.2% | Q4 2022 |
| AZN | $69.4M | 1.21% | Not reported | -4.9% | Q4 2022 |
| JNJ | $68.9M | 1.20% | 0.01% | -4.4% | Q4 2022 |
| NVS | $67.8M | 1.18% | 0.03% | +1.4% | Q4 2022 |
| COST | $65.3M | 1.13% | 0.02% | +37.5% | Q3 2023 |
| AMGN | $64.6M | 1.12% | 0.04% | -3.7% | Q4 2022 |
| DHR | $64M | 1.11% | 0.04% | -4.4% | Q4 2022 |
| ELV | $63.8M | 1.11% | 0.08% | -4.6% | Q4 2022 |
| ABBV | $63.7M | 1.11% | 0.02% | -2.3% | Q4 2022 |
| REGN | $63.1M | 1.10% | 0.09% | -24.0% | Q4 2022 |
| TMO | $62.3M | 1.08% | 0.03% | -14.3% | Q4 2022 |
| MDT | $61.9M | 1.08% | 0.05% | -0.9% | Q4 2022 |
| ISRG | $61.4M | 1.07% | 0.03% | -9.3% | Q4 2022 |
| ABT | $60.3M | 1.05% | 0.03% | +5.4% | Q4 2022 |
| NFLX | $60.2M | 1.05% | 0.02% | +34.2% | Q1 2025 |
| SYK | $57.8M | 1.00% | 0.04% | +10.4% | Q4 2022 |
| BSX | $57M | 0.99% | 0.04% | +6.2% | Q4 2022 |
| A | $55.5M | 0.96% | 0.14% | -17.2% | Q3 2023 |
| ACN | $54M | 0.94% | 0.03% | +16.1% | Q4 2022 |
| CSCO | $53.8M | 0.94% | 0.02% | +0.1% | Q4 2022 |
| ZTS | $52.4M | 0.91% | 0.10% | +4.4% | Q4 2022 |
| RDDT | $51.7M | 0.90% | Not reported | +4883.7% | Q3 2025 |
| SOFI | $44.5M | 0.77% | 0.13% | +4332.0% | Q3 2025 |
| IBIT | $42.7M | 0.74% | 0.06% | +17.7% | Q2 2025 |
| CRCL | $42.5M | 0.74% | Not reported | +6255.2% | Q3 2025 |
| HOOD | $41.2M | 0.72% | 0.16% | +1701.4% | Q2 2025 |
| ORCL | $36.7M | 0.64% | 0.01% | +21.4% | Q4 2022 |
 MU | $33.6M | 0.58% | 0.01% | -31.4% | Q1 2023 |
| AMAT | $31.1M | 0.54% | 0.02% | -16.2% | Q3 2023 |
 TXN | $30.6M | 0.53% | 0.02% | +23.4% | Q4 2022 |
| ENB | $30.3M | 0.53% | 0.03% | +28.7% | Q1 2023 |
 WFC | $29.7M | 0.52% | 0.01% | -2.0% | Q4 2022 |
 MS | $29.5M | 0.51% | 0.01% | -9.5% | Q4 2022 |
 JPM | $29.3M | 0.51% | 0.00% | +1.8% | Q4 2022 |
 CRM | $29.3M | 0.51% | 0.01% | +8.3% | Q4 2022 |
| Q3 2025 | |||||
| MSTR | $500M | 9.22% | Not reported | +119.0% | Q1 2025 |
| NVDA | $221M | 4.07% | 0.00% | +3.4% | Q4 2022 |
| TSLA | $218M | 4.03% | 0.01% | +53.8% | Q1 2025 |
| LLY | $213M | 3.93% | 0.03% | +72.6% | Q4 2022 |
| MSFT | $146M | 2.70% | 0.00% | +16.0% | Q4 2022 |
| PLTR | $140M | 2.58% | 0.03% | +37.9% | Q1 2025 |
| GOOGL | $127M | 2.34% | 0.00% | +18.3% | Q4 2022 |
| AVGO | $126M | 2.33% | 0.01% | +5.4% | Q4 2022 |
| AAPL | $119M | 2.19% | 0.00% | +78.5% | Q4 2022 |
| AMZN | $108M | 1.99% | 0.00% | +66.8% | Q3 2024 |
| COIN | $104M | 1.93% | 0.12% | +42.5% | Q4 2022 |
| META | $93.7M | 1.73% | Not reported | +28.9% | Q4 2022 |
| UNH | $86.8M | 1.60% | 0.03% | +30.4% | Q4 2022 |
| AMD | $66.7M | 1.23% | 0.03% | +62.3% | Q4 2022 |
| ABBV | $66.1M | 1.22% | 0.02% | -3.8% | Q4 2022 |
| JNJ | $64.6M | 1.19% | 0.01% | -6.7% | Q4 2022 |
| A | $63.2M | 1.17% | 0.17% | -2.8% | Q3 2023 |
| MRK | $62.6M | 1.15% | 0.03% | +8.4% | Q4 2022 |
| NVS | $62.2M | 1.15% | 0.02% | -1.5% | Q4 2022 |
| MDT | $61.9M | 1.14% | 0.05% | -2.4% | Q4 2022 |
| ELV | $61.7M | 1.14% | 0.09% | +43.1% | Q4 2022 |
| ABT | $61.2M | 1.13% | 0.03% | +5.7% | Q4 2022 |
| AZN | $60.9M | 1.12% | Not reported | -2.5% | Q4 2022 |
| TMO | $60.9M | 1.12% | 0.03% | -3.4% | Q4 2022 |
| REGN | $60.5M | 1.12% | 0.11% | +8.6% | Q4 2022 |
| BMY | $59.9M | 1.10% | 0.07% | +17.2% | Q4 2022 |
| ZTS | $58.3M | 1.08% | 0.09% | +9.8% | Q4 2022 |
| DHR | $58M | 1.07% | 0.04% | +4.2% | Q4 2022 |
| AMGN | $57.8M | 1.07% | 0.04% | +1.5% | Q4 2022 |
| NFLX | $57.3M | 1.06% | 0.01% | +64.4% | Q1 2025 |
| SYK | $55M | 1.02% | 0.04% | +2.7% | Q4 2022 |
| BSX | $54.9M | 1.01% | 0.04% | +2.4% | Q4 2022 |
| ISRG | $53.5M | 0.99% | 0.03% | +13.0% | Q4 2022 |
| COST | $51M | 0.94% | 0.01% | +72.6% | Q3 2023 |
| CSCO | $47.7M | 0.88% | 0.02% | -3.5% | Q4 2022 |
| IBIT | $47.5M | 0.88% | 0.06% | +158.2% | Q2 2025 |
| ORCL | $43.6M | 0.80% | 0.01% | -44.5% | Q4 2022 |
| ACN | $42.8M | 0.79% | 0.03% | +22.3% | Q4 2022 |
 ANET | $31.5M | 0.58% | 0.02% | -20.8% | Q2 2025 |
| AMAT | $29.6M | 0.55% | 0.02% | -5.1% | Q3 2023 |
| MS | $29.2M | 0.54% | 0.01% | -9.9% | Q4 2022 |
| MU | $28.7M | 0.53% | 0.02% | -32.4% | Q1 2023 |
 MSI | $28.4M | 0.52% | 0.04% | +18.6% | Q4 2022 |
| PANW | $28.3M | 0.52% | 0.02% | +10.3% | Q3 2024 |
| JPM | $28.2M | 0.52% | 0.00% | -8.3% | Q4 2022 |
| WFC | $27.3M | 0.50% | 0.01% | -5.1% | Q4 2022 |
| TXN | $26.3M | 0.48% | 0.02% | +1.6% | Q4 2022 |
 ADBE | $25.8M | 0.48% | 0.02% | +18.6% | Q4 2022 |
 NOW | $25.6M | 0.47% | 0.01% | +14.9% | Q2 2023 |
| ENB | $24.8M | 0.46% | 0.02% | +71.5% | Q1 2023 |