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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 2 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CFG CITIZENS FINL GROUP INC Financial Services 100,100.0 $6.0M 0.10% -8K -7.7% $59.97 +4.7%
22 PNC PNC FINL SVCS GROUP INC Financial Services 28,513.0 $5.9M 0.10% -2K -6.8% $208.09 +4.2%
23 C CITIGROUP INC Financial Services 52,180.0 $5.9M 0.10% -4K -6.7% $113.41 +10.4%
24 MTB M & T BK CORP Financial Services 28,413.0 $5.9M 0.10% -3K -10.8% $206.72 +2.7%
25 TFC TRUIST FINL CORP Financial Services 126,459.0 $5.8M 0.10% -5K -3.8% $45.97 +4.4%
26 USB US BANCORP Financial Services 110,862.0 $5.8M 0.10% -8K -6.5% $52.01 +4.8%
27 FITB FIFTH THIRD BANCORP Financial Services 123,053.0 $5.7M 0.09% -11K -8.4% $46.46 +5.8%
28 HBAN HUNTINGTON BANCSHARES INC Financial Services 365,076.0 $5.7M 0.09% -6K -1.8% $15.65 +1.3%
29 RF REGIONS FINANCIAL CORP NEW Financial Services 218,166.0 $5.7M 0.09% -19K -8.2% $26.12 +5.4%
30 CVE CENOVUS ENERGY INC Energy 145,770.0 $3.9M 0.06% -47K -24.3% $26.54 +14.2%
31 NTR NUTRIEN LTD Basic Materials 49,245.0 $3.7M 0.06% -2K -4.0% $75.49 -7.0%
32 GEV GE VERNOVA INC Utilities 3,701.0 $3.2M 0.05% -152.0 -3.9% $872.90 +19.6%
33 GALAXY DIGITAL INC. 172,452.0 $3.2M 0.05% -2K -1.1% $18.45
34 LMT LOCKHEED MARTIN CORP Industrials 5,018.0 $3.0M 0.05% -344.0 -6.4% $604.39 -13.5%
35 APA APA CORPORATION Energy 70,386.0 $3.0M 0.05% -10K -12.1% $42.44 -9.7%
36 WULF TERAWULF INC Financial Services 197,878.0 $2.9M 0.05% -7K -3.2% $14.43 +49.9%
37 UAL UNITED AIRLS HLDGS INC Industrials 30,470.0 $2.8M 0.05% -5K -13.6% $92.07 +6.5%
38 CCL CARNIVAL CORP Consumer Cyclical 108,339.0 $2.8M 0.05% -883.0 -0.8% $25.88 +1.2%
39 EXPE EXPEDIA GROUP INC Consumer Cyclical 11,911.0 $2.8M 0.04% -731.0 -5.8% $230.89 -5.5%
40 E ENI SPA Energy 48,499.0 $2.7M 0.04% -3K -5.2% $56.61 -2.6%
Page 2 of 6  ·  102 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%