Q2 2026 13F filing
Updated 58 days ago128 disclosed positions worth $3.7B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | T TDBCP TORONTO DOMINION BK ONT | $223.2M | 1.29M | 6.07% | Trimmed(-0.5%) |
| 2 | R RYLBF ROYAL BK CDA | $220.5M | 750.8K | 5.99% | Added(+0.7%) |
| 3 | O OILD BANK MONTREAL MEDIUM | $156.7M | 625.1K | 4.26% | Trimmed(-7.3%) |
| 4 | B BNS BANK NOVA SCOTIA B C | $133.3M | 1.08M | 3.62% | Added(+0.7%) |
| 5 | B BXDIF BROOKFIELD CORP | $131.9M | 2.18M | 3.59% | Added(+0.5%) |
| 6 | S SHOP SHOPIFY INC | $129.6M | 798.7K | 3.52% | Added(+11.4%) |
| 7 | E EBBGF ENBRIDGE INC | $119.9M | 1.56M | 3.26% | Added(+10.8%) |
| 8 | C CCJ CAMECO CORP | $104.3M | 721.7K | 2.84% | Added(+31.1%) |
| 9 | C CNQ CANADIAN NAT RES LTD MED TER | $103.5M | 1.82M | 2.81% | Added(+0.6%) |
| 10 | C CP CANADIAN PACIFIC KANSAS CITY | $102.6M | 832.9K | 2.79% | Added(+19.0%) |
| 11 | C CNI CANADIAN NATL RY CO | $92.9M | 548.9K | 2.53% | Added(+19.3%) |
| 12 | A AEM AGNICO EAGLE MINES LTD | $86.5M | 392.3K | 2.35% | Trimmed(-37.6%) |
| 13 | T TRPRF TC ENERGY CORP | $80.5M | 848.8K | 2.19% | Trimmed(-6.6%) |
| 14 | A AAPL APPLE INC | $63.7M | 220.3K | 1.73% | Trimmed(-3.2%) |
| 15 | A AVGO BROADCOM INC | $62.9M | 166.4K | 1.71% | Trimmed(-0.5%) |
| 16 | H HBM HUDBAY MINERALS INC | $62.7M | 1.87M | 1.70% | Added(+203.4%) |
| 17 | G GOOGN ALPHABET INC | $61.4M | 173.8K | 1.67% | Trimmed(-5.8%) |
| 18 | W WPM WHEATON PRECIOUS METALS CORP | $60.1M | 377.0K | 1.63% | Trimmed(-38.9%) |
| 19 | S SU SUNCOR ENERGY INC NEW | $59.9M | 784.4K | 1.63% | Added(+5.0%) |
| 20 | K KGCRF KINROSS GOLD CORP | $55.6M | 1.65M | 1.51% | Added(+21.0%) |
| 21 | M MNUFF MANULIFE FINL CORP | $54.8M | 953.4K | 1.49% | Added(+24.7%) |
| 22 | N NVDA NVIDIA CORPORATION | $52.7M | 263.6K | 1.43% | Trimmed(-0.8%) |
| 23 | C CNDIF CANADIAN IMPERIAL BANK OF CO | $48.7M | 296.0K | 1.32% | Trimmed(-6.1%) |
| 24 | M MSFT MICROSOFT CORP | $48.4M | 129.8K | 1.32% | Trimmed(-0.6%) |
| 25 | W WCN WASTE CONNECTIONS INC | $44.5M | 188.0K | 1.21% | Trimmed(-14.0%) |
| 26 | A AMZN AMAZON COM INC | $42.9M | 180.0K | 1.17% | Added(+9.3%) |
| 27 | F FNV FRANCO NEV CORP | $42.6M | 143.9K | 1.16% | Trimmed(-35.1%) |
| 28 | ? N/A BROOKFIELD INFRASTRUCTURE PA | $40.3M | 777.4K | 1.09% | Added(+0.7%) |
| 29 | P PPLAF PEMBINA PIPELINE CORP | $39.8M | 606.7K | 1.08% | Added(+0.2%) |
| 30 | C CLS CELESTICA INC | $35.4M | 68.5K | 0.96% | Added(+70.9%) |
| 31 | A APH AMPHENOL CORP | $33.9M | 191.9K | 0.92% | Trimmed(-1.0%) |
| 32 | V V VISA INC | $33.5M | 97.7K | 0.91% | Trimmed(-0.8%) |
| 33 | A AGI ALAMOS GOLD INC | $32.9M | 766.0K | 0.90% | Trimmed(-61.5%) |
| 34 | Q QSR RESTAURANT BRANDS INTL INC | $32.4M | 312.2K | 0.88% | Added(+0.6%) |
| 35 | E EMRJF EMERA INC | $31.7M | 421.8K | 0.86% | Added(+0.1%) |
| 36 | ? N/A F5 INC | $30.1M | 72.4K | 0.82% | Trimmed(-0.8%) |
| 37 | J JPM-PM JPMORGAN CHASE & CO | $28.5M | 87.2K | 0.78% | Trimmed(-1.5%) |
| 38 | W WAB WABTEC | $26.3M | 97.7K | 0.72% | Trimmed(-1.9%) |
| 39 | T TJX TJX COS INC NEW | $24.3M | 160.5K | 0.66% | Added(+0.1%) |
| 40 | T TFII TFI INTERNATIONAL INC | $24.3M | 118.5K | 0.66% | Trimmed(-12.4%) |
| 41 | C CIGI COLLIERS INTL GROUP INC | $22.3M | 167.2K | 0.61% | Added(+0.5%) |
| 42 | B BKNG BOOKING HOLDINGS INC | $22M | 123.5K | 0.60% | Added(+2560.2%) |
| 43 | C CAT CATERPILLAR INC | $20M | 18.8K | 0.54% | Unchanged |
| 44 | L LIN LINDE PLC | $19.7M | 37.9K | 0.53% | Trimmed(-1.0%) |
| 45 | T TMO THERMO FISHER SCIENTIFIC INC | $19.6M | 39.0K | 0.53% | Trimmed(-1.0%) |
| 46 | U URI UNITED RENTALS INC | $19.1M | 16.8K | 0.52% | Trimmed(-1.4%) |
| 47 | S SCHW-PJ SCHWAB CHARLES CORP | $18.7M | 202.7K | 0.51% | Trimmed(-1.0%) |
| 48 | P PANW PALO ALTO NETWORKS INC | $18.3M | 53.7K | 0.50% | Added(+94.6%) |
| 49 | B BAM BROOKFIELD ASSET MANAGMT LTD | $16.5M | 259.9K | 0.45% | Added(+3.5%) |
| 50 | S STE STERIS PLC | $16.4M | 78.1K | 0.45% | Added(+62.7%) |