Harvest Portfolios Group Inc.

data from 30/09/2025

Capitalization

$ 5.421 B 26.08 %

Average holding period

9 ans

Performance

$ 970.373 M 36.75 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Harvest Portfolios Group Inc.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MSTR STRATEGY INC 9.22% 499.593 M $ 1550520 2025/03/31 -58.073 M $ -20.29 %
2025/09/30 TLT ISHARES TR 20 YR TR 5.83% 315.958 M $ 3535387 2023/12/31 3.923 M $ 1.27 %
2025/09/30 NVDA NVIDIA CORPORATION 4.07% 220.834 M $ 1183588 2022/12/31 32.728 M $ 18.10 %
2025/09/30 TSLA TESLA INC 4.03% 218.445 M $ 491196 2025/03/31 40.589 M $ 40.00 %
2025/09/30 LLY ELI LILLY & CO 3.93% 213.124 M $ 279324 2022/12/31 -2.676 M $ -2.12 %
2025/09/30 MSFT MICROSOFT CORP 2.70% 146.263 M $ 282388 2022/12/31 5.000 M $ 4.13 %
2025/09/30 IEF ISHARES TR 2.69% 145.975 M $ 1513317 2024/03/31 1.079 M $ 0.72 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 2.58% 139.873 M $ 766761 2025/03/31 25.638 M $ 33.82 %
2025/09/30 GOOGL ALPHABET INC CAP STK 2.34% 126.658 M $ 521013 2022/12/31 29.449 M $ 37.94 %
2025/09/30 AVGO BROADCOM INC 2.33% 126.106 M $ 382245 2022/12/31 19.686 M $ 19.68 %
2025/09/30 AAPL APPLE INC 2.19% 118.873 M $ 466846 2022/12/31 12.935 M $ 24.11 %
2025/09/30 AMZN AMAZON COM INC 1.99% 107.984 M $ 491799 2024/09/30 53.059 K $ 0.08 %
2025/09/30 COIN COINBASE GLOBAL INC 1.93% 104.452 M $ 309496 2022/12/31 -2.824 M $ -3.71 %
2025/09/30 META META PLATFORMS INC 1.73% 93.704 M $ 127596 2022/12/31 -367.275 K $ -0.50 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 1.60% 86.767 M $ 251281 2022/12/31 6.424 M $ 10.68 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 1.23% 66.652 M $ 411968 2022/12/31 5.049 M $ 14.02 %
2025/09/30 ABBV ABBVIE INC 1.22% 66.121 M $ 285569 2022/12/31 13.630 M $ 24.74 %
2025/09/30 JNJ JOHNSON & JOHNSON 1.19% 64.625 M $ 348534 2022/12/31 12.207 M $ 21.39 %
2025/09/30 A AGILENT TECHNOLOGIES INC 1.17% 63.228 M $ 492625 2023/12/31 5.242 M $ 8.76 %
2025/09/30 MRK MERCK & CO INC 1.15% 62.597 M $ 745829 2022/12/31 3.283 M $ 6.03 %
2025/09/30 NVS NOVARTIS AG 1.15% 62.239 M $ 485330 2022/12/31 3.561 M $ 5.97 %
2025/09/30 MDT MEDTRONIC PLC 1.14% 61.900 M $ 649942 2022/12/31 5.376 M $ 9.26 %
2025/09/30 ELV ELEVANCE HEALTH INC FORMERLY 1.14% 61.658 M $ 190821 2022/12/31 -8.780 M $ -16.93 %
2025/09/30 ABT ABBOTT LABS 1.13% 61.197 M $ 456899 2022/12/31 -894.494 K $ -1.52 %
2025/09/30 AZN ASTRAZENECA PLC 1.12% 60.911 M $ 793944 2022/12/31 5.569 M $ 9.79 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 1.12% 60.876 M $ 125513 2022/12/31 10.336 M $ 19.62 %
2025/09/30 REGN REGENERON PHARMACEUTICALS 1.12% 60.470 M $ 107547 2022/12/31 3.690 M $ 7.10 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 1.10% 59.868 M $ 1327460 2022/12/31 -1.348 M $ -2.57 %
2025/09/30 ZTS ZOETIS INC 1.08% 58.348 M $ 398773 2022/12/31 -3.498 M $ -6.18 %
2025/09/30 DHR DANAHER CORPORATION 1.07% 58.002 M $ 292555 2022/12/31 202.066 K $ 0.36 %
2025/09/30 AMGN AMGEN INC 1.07% 57.815 M $ 204874 2022/12/31 603.384 K $ 1.07 %
2025/09/30 NFLX NETFLIX INC 1.06% 57.331 M $ 47819 2025/03/31 -4.078 M $ -10.47 %
2025/09/30 SYK STRYKER CORPORATION 1.02% 55.032 M $ 148868 2022/12/31 -3.764 M $ -6.56 %
2025/09/30 BSX BOSTON SCIENTIFIC CORP 1.01% 54.941 M $ 562743 2022/12/31 -5.375 M $ -9.11 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.99% 53.485 M $ 119591 2022/12/31 -10.178 M $ -17.70 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.94% 50.951 M $ 55045 2025/03/31 -2.051 M $ -6.50 %
2025/09/30 CSCO CISCO SYS INC 0.88% 47.748 M $ 697862 2022/12/31 -694.563 K $ -1.38 %
2025/09/30 IBIT ISHARES BITCOIN TRUST ETF 0.88% 47.477 M $ 730414 2025/06/30 1.072 M $ 6.19 %
2025/09/30 ORCL ORACLE CORP 0.80% 43.590 M $ 154991 2022/12/31 17.492 M $ 28.64 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.79% 42.785 M $ 173498 2022/12/31 -7.419 M $ -17.49 %
2025/09/30 VGLT VANGUARD SCOTTSDALE FDS 0.76% 41.274 M $ 725888 2023/12/31 585.803 K $ 1.32 %
2025/09/30 EDV VANGUARD WORLD FD 0.61% 33.133 M $ 484045 2024/06/30 621.368 K $ 1.71 %
2025/09/30 ANET ARISTA NETWORKS INC 0.58% 31.538 M $ 216443 2025/06/30 11.865 M $ 42.42 %
2025/09/30 AMAT APPLIED MATLS INC 0.55% 29.604 M $ 144593 2023/12/31 3.301 M $ 11.84 %
2025/09/30 MS MORGAN STANLEY 0.54% 29.233 M $ 183902 2022/12/31 3.693 M $ 12.85 %
2025/09/30 MU MICRON TECHNOLOGY INC 0.53% 28.722 M $ 171657 2023/03/31 11.198 M $ 35.76 %
2025/09/30 MSI MOTOROLA SOLUTIONS INC 0.52% 28.421 M $ 62152 2022/12/31 1.930 M $ 8.76 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.52% 28.261 M $ 138791 2024/09/30 -128.404 K $ -0.50 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.52% 28.161 M $ 89277 2022/12/31 2.484 M $ 8.80 %
2025/09/30 WFC WELLS FARGO CO NEW 0.50% 27.271 M $ 325357 2022/12/31 1.268 M $ 4.62 %
2025/09/30 TXN TEXAS INSTRS INC 0.48% 26.281 M $ 143039 2022/12/31 -3.362 M $ -11.51 %
2025/09/30 ADBE ADOBE INC 0.48% 25.773 M $ 73063 2022/12/31 -2.103 M $ -8.82 %
2025/09/30 NOW SERVICENOW INC 0.47% 25.556 M $ 27770 2023/06/30 -2.605 M $ -10.49 %
2025/09/30 ENB ENBRIDGE INC 0.46% 24.832 M $ 492221 2023/03/31 1.475 M $ 11.34 %
2025/09/30 CAT CATERPILLAR INC 0.45% 24.558 M $ 51469 2022/12/31 5.802 M $ 22.91 %
2025/09/30 CRM SALESFORCE INC 0.45% 24.193 M $ 102081 2022/12/31 -3.046 M $ -13.09 %
2025/09/30 INTU INTUIT 0.43% 23.366 M $ 34215 2022/12/31 -3.825 M $ -13.30 %
2025/09/30 SHEL SHELL PLC 0.41% 21.982 M $ 307318 2022/12/31 340.938 K $ 1.59 %
2025/09/30 WMT WALMART INC 0.40% 21.445 M $ 208084 2024/06/30 1.013 M $ 5.40 %
2025/09/30 SNPS SYNOPSYS INC 0.39% 21.367 M $ 43306 2023/12/31 -990.946 K $ -3.76 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.38% 20.857 M $ 474573 2022/12/31 409.063 K $ 1.57 %
2025/09/30 MCD MCDONALDS CORP 0.38% 20.339 M $ 66930 2022/12/31 680.638 K $ 4.01 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.37% 20.124 M $ 130971 2022/12/31 -659.800 K $ -3.56 %
2025/09/30 V VISA INC 0.37% 19.921 M $ 58355 2022/12/31 -760.175 K $ -3.85 %
2025/09/30 KO COCA COLA CO 0.36% 19.488 M $ 293848 2024/09/30 -1.116 M $ -6.26 %
2025/09/30 BCE BCE INC 0.33% 17.919 M $ 766847 2025/06/30 14.108 K $ 5.50 %
2025/09/30 TRP TC ENERGY CORP 0.30% 16.019 M $ 294618 2023/03/31 1.457 M $ 11.51 %
2025/09/30 AEM AGNICO EAGLE MINES LTD 0.29% 15.873 M $ 94241 2023/03/31 792.938 K $ 41.66 %
2025/09/30 PBA PEMBINA PIPELINE CORP 0.29% 15.635 M $ 386686 2023/03/31 967.517 K $ 7.86 %
2025/09/30 TLH ISHARES TR 0.29% 15.465 M $ 150164 2023/12/31 218.061 K $ 1.37 %
2025/09/30 RY ROYAL BK CDA 0.27% 14.896 M $ 101067 2023/03/31 471.034 K $ 11.97 %
2025/09/30 TD TORONTO DOMINION BK ONT 0.27% 14.723 M $ 184133 2023/03/31 348.907 K $ 8.84 %
2025/09/30 SHOP SHOPIFY INC 0.27% 14.510 M $ 97669 2025/09/30 0.000 $ 0.00 %
2025/09/30 SU SUNCOR ENERGY INC NEW 0.26% 13.829 M $ 330458 2023/03/31 538.076 K $ 11.64 %
2025/09/30 EMERA INC 0.24% 12.898 M $ 268845 2025/06/30 547.966 K $ 4.72 %
2025/09/30 BEPC BROOKFIELD RENEWABLE CORP 0.24% 12.885 M $ 374272 2024/12/31 569.978 K $ 5.00 %
2025/09/30 CNQ CANADIAN NAT RES LTD 0.23% 12.418 M $ 388352 2023/03/31 73.128 K $ 1.78 %
2025/09/30 RCI ROGERS 0.22% 11.912 M $ 346028 2024/09/30 1.905 M $ 16.22 %
2025/09/30 CCJ CAMECO CORP 0.22% 11.733 M $ 139799 2025/09/30 0.000 $ 0.00 %
2025/09/30 ES EVERSOURCE ENERGY 0.18% 9.932 M $ 139605 2024/06/30 867.687 K $ 11.82 %
2025/09/30 KMI KINDER MORGAN INC DEL 0.18% 9.668 M $ 341509 2022/12/31 -305.406 K $ -3.71 %
2025/09/30 FE FIRSTENERGY CORP 0.18% 9.574 M $ 208941 2022/12/31 1.008 M $ 13.81 %
2025/09/30 EVRG EVERGY INC 0.18% 9.546 M $ 125569 2023/06/30 813.868 K $ 10.29 %
2025/09/30 D DOMINION ENERGY INC 0.17% 9.451 M $ 154497 2023/03/31 623.295 K $ 8.23 %
2025/09/30 T AT&T INC 0.17% 8.972 M $ 317689 2022/12/31 -192.942 K $ -2.42 %
2025/09/30 OKE ONEOK INC NEW 0.17% 8.968 M $ 122893 2022/12/31 -801.482 K $ -10.61 %
2025/09/30 PNW PINNACLE WEST CAP CORP 0.16% 8.906 M $ 99333 2023/12/31 15.443 K $ 0.21 %
2025/09/30 RCL ROYAL CARIBBEAN GROUP 0.14% 7.624 M $ 23560 2022/12/31 311.999 K $ 3.33 %
2025/09/30 ABNB AIRBNB INC 0.14% 7.537 M $ 62073 2022/12/31 -604.563 K $ -8.25 %
2025/09/30 BKNG BOOKING HOLDINGS INC 0.14% 7.473 M $ 1384 2022/12/31 -564.286 K $ -6.74 %
2025/09/30 IREN IREN LIMITED 0.13% 7.279 M $ 155098 2022/12/31 3.313 M $ 222.10 %
2025/09/30 HLT HILTON WORLDWIDE HLDGS INC 0.13% 7.049 M $ 27171 2022/12/31 -198.078 K $ -2.59 %
2025/09/30 C CITIGROUP INC 0.13% 6.853 M $ 67522 2022/12/31 1.294 M $ 19.24 %
2025/09/30 TU TELUS CORPORATION 0.12% 6.667 M $ 423285 2023/03/31 -58.792 K $ -1.81 %
2025/09/30 BAC BANK AMERICA CORP 0.12% 6.651 M $ 128916 2022/12/31 565.271 K $ 9.02 %
2025/09/30 MAR MARRIOTT INTL INC NEW 0.12% 6.610 M $ 25379 2022/12/31 -357.317 K $ -4.67 %
2025/09/30 CFG CITIZENS FINL GROUP INC 0.12% 6.569 M $ 123570 2022/12/31 1.201 M $ 18.79 %
2025/09/30 DAL DELTA AIR LINES INC DEL 0.12% 6.529 M $ 115055 2022/12/31 900.125 K $ 15.39 %
2025/09/30 PNC PNC FINL SVCS GROUP INC 0.12% 6.432 M $ 32012 2022/12/31 477.379 K $ 7.78 %
2025/09/30 MTB M & T BK CORP 0.12% 6.416 M $ 32464 2022/12/31 116.036 K $ 1.87 %