Harvest Portfolios Group Inc.

Q3 2026 13F-HR Holdings

Location
Oakville, A6
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
282
Total value ($000)
$7,960,083
Net value change ($000)
+867,987 (12.2%)
New positions
24
Sold out positions
9
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MSTR 261,337 96.3%
MSFT 84,658 36.0%
PLTR 73,895 45.1%
NVDA 66,795 21.4%
SPACE EXPLORATION TECHN CORP CLASS A 61,102 84.7%
META 59,427 42.5%
CRWD 46,531 54.2%
ORCL 35,559 64.0%
COIN 34,351 37.7%
CRCL 26,980 59.2%
Top Reduces (Value $000, Stocks/ETFs)
TLT -58,335 -27.0%
IEF -22,753 -13.1%
AMAT -19,833 -39.0%
LRCX -15,811 -31.7%
PANW -15,660 -32.4%
TSLA -15,397 -5.9%
UNH -14,758 -15.1%
CSCO -14,489 -22.1%
SYK -13,377 -19.2%
OKE -12,184 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type