Long-term investor
Harvest Portfolios Group Inc. @harvestportfoliosgroupin
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001923739).
Record
- Tracked since 2025-06-30 (434 days), 71 trades recorded
- Returns: week n/a · month n/a · 90 days +3.2% · 6 months -5.1% · 1 year -0.3% · all -0.3%
- Max drawdown -8.0% · Sharpe -0.54 · win rate 30% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- LLY · 4.8% · long · since 2025-06-30
- NVDA · 4.4% · long · since 2025-06-30
- MSTR · 3.8% · long · since 2025-06-30
- TSLA · 3.7% · long · since 2025-06-30
- MSFT · 3.3% · long · since 2025-06-30
- AMD · 3.1% · long · since 2025-06-30
- TLT · 3.1% · long · since 2025-06-30
- GOOGL · 2.7% · long · since 2025-06-30
- AMZN · 2.7% · long · since 2025-06-30
- AAPL · 2.6% · long · since 2025-06-30
- AVGO · 2.6% · long · since 2025-06-30
- IEF · 2.5% · long · since 2025-06-30