Institutional manager
Harvest Portfolios Group Inc.
Holds positions in 137 of the S&P 500, worth $4.23bn as reported for the quarter ended 31-mar-2026.
Positions held137of 488 index companies covered
Reported value$4.23bnS&P 500 positions only
Top ten weight42%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 137 held. The rest are smaller than every one of these.
Lilly (Eli)LLY276,358$254mHealth CareNvidiaNVDA1.4m$248mInformation TechnologyTesla, Inc.TSLA590,680$220mConsumer DiscretionaryMicrosoftMSFT473,550$175mInformation TechnologyAmazonAMZN746,178$155mConsumer DiscretionaryPalantir TechnologiesPLTR1.1m$154mInformation TechnologyBroadcomAVGO487,418$151mInformation TechnologyApple Inc.AAPL578,232$147mInformation TechnologyAlphabet Inc. (Class A)GOOGL502,456$144mCommunication ServicesMeta PlatformsMETA210,070$120mCommunication ServicesAdvanced Micro DevicesAMD586,163$119mInformation TechnologyCostcoCOST94,204$94mConsumer StaplesNetflixNFLX877,927$84mCommunication ServicesUnitedHealth GroupUNH300,801$81mHealth CareJohnson & JohnsonJNJ310,041$76mHealth CareMerck & Co.MRK626,802$75mHealth CareAbbVieABBV340,348$74mHealth CareBristol Myers SquibbBMY1.2m$72mHealth CareAmgenAMGN204,260$72mHealth CareZoetisZTS544,261$64mHealth CareAbbott LaboratoriesABT623,731$64mHealth CareIntuitive SurgicalISRG134,723$62mHealth CareStryker CorporationSYK185,204$61mHealth CareElevance HealthELV200,192$59mHealth CareDanaher CorporationDHR308,670$59mHealth CareThermo Fisher ScientificTMO118,447$58mHealth CareBoston ScientificBSX916,981$58mHealth CareAgilent TechnologiesA504,019$57mHealth CareMedtronicMDT662,264$57mHealth CareRegeneron PharmaceuticalsREGN72,397$56mHealth CareCiscoCSCO658,043$51mInformation TechnologyOracle CorporationORCL342,511$50mInformation TechnologyRobinhood MarketsHOOD535,674$37mFinancialsAccentureACN186,956$37mInformation TechnologyCrowdStrikeCRWD93,980$37mInformation TechnologyMotorola SolutionsMSI70,456$31mInformation TechnologyJPMorgan ChaseJPM101,637$30mFinancialsCaterpillar Inc.CAT40,901$29mIndustrialsVerizonVZ568,819$29mCommunication ServicesPalo Alto NetworksPANW166,446$27mInformation TechnologyApplied MaterialsAMAT76,953$26mInformation TechnologyWells FargoWFC327,226$26mFinancialsMorgan StanleyMS156,338$26mFinancialsTexas InstrumentsTXN132,236$26mInformation TechnologyServiceNowNOW243,809$25mInformation TechnologySeagate TechnologySTX63,510$25mInformation TechnologySalesforceCRM133,174$25mInformation TechnologyIntuitINTU56,624$24mInformation TechnologyWalmartWMT193,447$24mConsumer StaplesCoca-Cola Company (The)KO311,978$24mConsumer StaplesMcDonald'sMCD75,369$23mConsumer DiscretionaryArista NetworksANET190,225$23mInformation TechnologyMicron TechnologyMU65,089$22mInformation TechnologyProcter & GamblePG152,109$22mConsumer StaplesVisa Inc.V69,003$21mFinancialsOneokOKE142,592$13mEnergyKinder MorganKMI379,220$13mEnergyAT&TT434,946$13mCommunication ServicesFirstEnergyFE247,690$13mUtilitiesPinnacle West CapitalPNW123,367$12mUtilities
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.