Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Harvest Portfolios Group Inc. (CIK 1923739) reported $7.09B across 267 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: LLY ($338.2M, 4.77%), NVDA ($311.5M, 4.39%), MSTR ($271.4M, 3.83%), TSLA ($262.5M, 3.70%), MSFT ($235.0M, 3.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LLY | ELI LILLY & CO | $338.2M | 4.77% | 281,944 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $311.5M | 4.39% | 1.6M | Added |
| 3 | MSTR | STRATEGY INC | $271.4M | 3.83% | 3.1M | Added |
| 4 | TSLA | TESLA INC | $262.5M | 3.70% | 624,137 | Added |
| 5 | MSFT | MICROSOFT CORP | $235.0M | 3.31% | 629,985 | Added |
| 6 | AMD | ADVANCED MICRO DEVICES INC | $221.2M | 3.12% | 380,784 | Trimmed |
| 7 | TLT | ISHARES TR 20 YR TR | $216.4M | 3.05% | 2.5M | Trimmed |
| 8 | GOOGL | ALPHABET INC CAP STK | $190.2M | 2.68% | 532,296 | Added |
| 9 | AMZN | AMAZON COM INC | $189.1M | 2.67% | 793,414 | Added |
| 10 | AAPL | APPLE INC | $184.6M | 2.60% | 637,896 | Added |
| 11 | AVGO | BROADCOM INC | $181.8M | 2.56% | 481,341 | Trimmed |
| 12 | IEF | ISHARES TR | $174.2M | 2.46% | 1.8M | Trimmed |
| 13 | PLTR | PALANTIR TECHNOLOGIES INC | $164.0M | 2.31% | 1.4M | Added |
| 14 | META | META PLATFORMS INC | $139.9M | 1.97% | 248,291 | Added |
| 15 | COST | COSTCO WHOLESALE CORPORATION | $106.0M | 1.50% | 113,356 | Added |
| 16 | UNH | UNITEDHEALTH GROUP INC | $97.5M | 1.38% | 234,641 | Trimmed |
| 17 | COIN | COINBASE GLOBAL INC | $91.1M | 1.28% | 622,911 | Added |
| 18 | HOOD | ROBINHOOD MKTS INC | $89.7M | 1.26% | 894,352 | Added |
| 19 | SOFI | SOFI TECHNOLOGIES INC | $86.2M | 1.22% | 4.8M | Added |
| 20 | CRWD | CROWDSTRIKE HLDGS INC | $85.9M | 1.21% | 112,511 | Added |
| 21 | JNJ | JOHNSON & JOHNSON | $78.6M | 1.11% | 309,314 | Trimmed |
| 22 | ABBV | ABBVIE INC | $78.5M | 1.11% | 312,098 | Trimmed |
| 23 | RDDT | REDDIT INC | $78.4M | 1.10% | 451,379 | Added |
| 24 | MRK | MERCK & CO INC | $76.1M | 1.07% | 592,151 | Trimmed |
| 25 | AMGN | AMGEN INC | $75.4M | 1.06% | 208,180 | Added |
Source: SEC Form 13F filings · as of 2026-06-30