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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
Page 7 of 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CANADIAN PACIFIC KANSAS CITY 62,506.0 $4.9M 0.08% +13K +25.3% $78.69
122 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 59,368.0 $4.4M 0.07% +2K +4.3% $74.00 +3.4%
123 BEPC BROOKFIELD RENEWABLE CORP Utilities 105,648.0 $4.2M 0.07% +13K +14.2% $39.85 -5.6%
124 CDE COEUR MNG INC Basic Materials 223,483.0 $4.2M 0.07% +107K +92.1% $18.77 -5.0%
125 MGA MAGNA INTL INC Consumer Cyclical 70,046.0 $3.9M 0.07% +12K +19.9% $55.85 +13.0%
126 GE GE AEROSPACE Industrials 13,652.0 $3.9M 0.06% +5K +66.2% $283.77 +6.3%
127 CVE CENOVUS ENERGY INC Energy 145,770.0 $3.9M 0.06% -47K -24.3% $26.54 +14.2%
128 BROOKFIELD ASSET MANAGMT LTD 84,348.0 $3.8M 0.06% +24K +40.9% $44.46
129 NTR NUTRIEN LTD Basic Materials 49,245.0 $3.7M 0.06% -2K -4.0% $75.49 -7.0%
130 MFC MANULIFE FINL CORP Financial Services 107,492.0 $3.7M 0.06% +19K +22.1% $34.45 +13.3%
131 NVO NOVO-NORDISK A S Healthcare 94,889.0 $3.5M 0.06% NEW $36.75 +20.8%
132 GEV GE VERNOVA INC Utilities 3,701.0 $3.2M 0.05% -152.0 -3.9% $872.90 +19.6%
133 XOM EXXON MOBIL CORP Energy 18,845.0 $3.2M 0.05% +3K +19.4% $169.66 -7.9%
134 AME AMETEK INC Industrials 14,845.0 $3.2M 0.05% +2K +19.5% $214.36 +4.1%
135 GALAXY DIGITAL INC. 172,452.0 $3.2M 0.05% -2K -1.1% $18.45
136 ETN EATON CORP PLC Industrials 8,864.0 $3.2M 0.05% +842.0 +10.5% $357.67 +6.7%
137 PH PARKER-HANNIFIN CORP Industrials 3,525.0 $3.2M 0.05% +672.0 +23.6% $895.24 -4.0%
138 UBER UBER TECHNOLOGIES INC Technology 43,707.0 $3.1M 0.05% +12K +36.9% $71.93 +3.7%
139 RTX RTX CORPORATION Industrials 16,229.0 $3.1M 0.05% +2K +16.4% $192.90 -9.4%
140 FAST FASTENAL CO Industrials 67,457.0 $3.1M 0.05% +8K +12.7% $46.40 -6.2%
Page 7 of 13  ·  260 positions

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%