Harvest Portfolios Group Inc.
CIK: 0001923739SEC EDGAR →
Portfolio Value
$5.6M
Holdings
254
As of
Q4 2025
New Positions
12
Closed Positions
9
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | STRATEGY INC | 2,110,081 | $320K | 5.69% |
| 2 | ISHARES TR 20 YR TR | 3,120,016 | $271K | 4.82% |
| 3 | ELI LILLY & CO | 247,389 | $265K | 4.71% |
| 4 | TESLA INC | 530,521 | $238K | 4.23% |
| 5 | NVIDIA CORPORATION | 1,261,121 | $235K | 4.18% |
| 6 | ISHARES TR | 1,716,857 | $165K | 2.94% |
| 7 | MICROSOFT CORP | 330,583 | $159K | 2.83% |
| 8 | ALPHABET INC CAP STK | 502,962 | $157K | 2.79% |
| 9 | PALANTIR TECHNOLOGIES INC | 868,865 | $154K | 2.74% |
| 10 | BROADCOM INC | 403,712 | $139K | 2.47% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 35 | $1.4M | 24.6% |
| Healthcare | 21 | $1.3M | 24.0% |
| Financial Services | 46 | $1.0M | 18.1% |
| Unknown | 14 | $494K | 8.8% |
| Communication Services | 8 | $454K | 8.1% |
| Consumer Cyclical | 23 | $443K | 7.9% |
| Energy | 28 | $138K | 2.5% |
| Consumer Defensive | 5 | $131K | 2.3% |
| Utilities | 12 | $80K | 1.4% |
| Industrials | 30 | $73K | 1.3% |
| Basic Materials | 12 | $38K | 0.7% |
| Real Estate | 20 | $20K | 0.4% |