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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 4 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GTY GETTY RLTY CORP NEW Real Estate 37,993.0 $1.2M 0.02% -13K -24.9% $31.80 +5.1%
62 REGCO REGENCY CTRS CORP Real Estate 15,951.0 $1.2M 0.02% -9K -35.2% $75.66 -69.8%
63 WCN WASTE CONNECTIONS INC Industrials 7,056.0 $1.1M 0.02% -2K -21.2% $162.48 -3.4%
64 AMT AMERICAN TOWER CORP Real Estate 6,365.0 $1.1M 0.02% -4K -35.6% $172.58 +6.5%
65 PLD PROLOGIS INC. Real Estate 8,115.0 $1.1M 0.02% -3K -26.1% $132.18 +9.5%
66 STAG STAG INDUSTRIAL INC Real Estate 29,118.0 $1.0M 0.02% -16K -35.2% $36.06 +6.2%
67 ADC AGREE RLTY CORP Real Estate 13,350.0 $1.0M 0.02% -7K -35.4% $75.38 +0.4%
68 O REALTY INCOME CORP Real Estate 15,790.0 $966K 0.02% -14K -47.4% $61.18 +1.7%
69 WPM WHEATON PRECIOUS METALS CORP Basic Materials 6,874.0 $902K 0.01% -4K -35.0% $131.26 -3.1%
70 SPG SIMON PPTY GROUP INC NEW Real Estate 4,730.0 $882K 0.01% -3K -35.1% $186.53 +9.4%
71 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 44,315.0 $829K 0.01% -3K -5.9% $18.70 -11.9%
72 PSA PUBLIC STORAGE OPER CO Real Estate 2,890.0 $783K 0.01% -2K -44.9% $270.88 +11.8%
73 INVH INVITATION HOMES INC Real Estate 31,280.0 $777K 0.01% -17K -35.2% $24.85 +16.8%
74 WYNN WYNN RESORTS LTD Consumer Cyclical 7,523.0 $764K 0.01% -456.0 -5.7% $101.55 -3.4%
75 MAA MID-AMER APT CMNTYS INC Real Estate 6,011.0 $734K 0.01% -3K -35.1% $122.12 +6.5%
76 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 19,021.0 $704K 0.01% -2K -11.3% $37.01 +1.8%
77 AAL AMERICAN AIRLINES GROUP INC Industrials 64,083.0 $688K 0.01% -8K -10.7% $10.74 +26.5%
78 DOC HEALTHPEAK PROPERTIES INC Real Estate 41,718.0 $685K 0.01% -23K -35.1% $16.43 +19.5%
79 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 6,592.0 $608K 0.01% -403.0 -5.8% $92.27 +20.3%
80 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 7,056.0 $573K 0.01% -1K -16.3% $81.23 -0.4%
Page 4 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%