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Portfolio (Quarterly) Guide ↗

Harvest Portfolios Group Inc.

· CIK 0001923739
13F Portfolio $6.1B AUM 260 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New 141 Added 102 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AZN ASTRAZENECA PLC Healthcare 377,620.0 $74.5M 1.23% NEW $197.22 -3.8%
2 CRWD CROWDSTRIKE HLDGS INC Technology 93,980.0 $36.7M 0.60% NEW $390.41 +66.0%
3 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 63,510.0 $24.9M 0.41% NEW $391.76 +91.7%
4 CMCSA COMCAST CORP NEW Communication Services 374,735.0 $10.8M 0.18% NEW $28.71 -12.6%
5 NVO NOVO-NORDISK A S Healthcare 94,889.0 $3.5M 0.06% NEW $36.75 +20.8%
6 LAMR LAMAR ADVERTISING CO Real Estate 5,414.0 $686K 0.01% NEW $126.66 +20.5%
7 NXT NEXTPOWER INC CLASS A Technology 3,787.0 $457K 0.01% NEW $120.55 +0.4%
8 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 5,881.0 $407K 0.01% NEW $69.19 -6.2%
9 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 41,554.0 $273K 0.01% NEW $6.58 +47.1%
10 ARRY ARRAY TECHNOLOGIES INC Energy 37,355.0 $270K 0.00% NEW $7.23 +13.4%
11 CSIQ CANADIAN SOLAR INC Energy 19,039.0 $264K 0.00% NEW $13.85 +30.7%
12 TE T1 ENERGY INC Industrials 57,070.0 $251K 0.00% NEW $4.39 +98.2%
13 FOUR SHIFT4 PMTS INC Technology 4,711.0 $206K 0.00% NEW $43.73 -0.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.7%
Healthcare 27.4%
Financial Services 9.8%
Communication Services 9.3%
Consumer Cyclical 8.2%
Energy 4.9%
Consumer Defensive 3.0%
Industrials 1.7%
Basic Materials 1.3%
Utilities 1.3%