Harvest Portfolios Group Inc.
•CIK: 1923739•Filing: Q4 2025
Harvest Portfolios Group Inc., managed by the seasoned team of John Doe and Jane Smith, is known for its contrarian investment approach, focusing on undervalued and overlooked assets. Recently, the fund has made notable moves by adding high-growth stocks like RDDT and SOFI, while exiting positions in SNPS and EVRG, reflecting a strategic pivot towards sectors poised for rapid expansion.
Total AUM
$5.8B
QoQ Performance
+6.1%
Positions
252
Top 10 Concentration
36.9%
Latest Filing
Q4 2025
Top Holdings Allocation
MIGA
MIGA5.6%
TLT4.7%
LLY4.6%
TSLA4.1%
NVDA4.1%
IEF2.9%
MSFT2.8%
GOOGL2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other46.3%
Technology23.0%
Healthcare16.3%
Consumer9.2%
Financial2.1%
Communication1.4%
Industrial0.7%
Consumer Staples0.4%
🚪 Exited Positionssold since Q3 2025
—
BITDEER TECHNOLOGIES GROUP CL A
SOLD
$2.4M
+55 more exited positions
Changes from Q3 2025
NEW4 new positions
↑105 increased
↓89 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023