Q3 2026 13F filing
Updated 23 days ago131 disclosed positions worth $3.8B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | T TORONTO DOMINION BK ONT | $210.6M | 1.26M | 5.57% | Trimmed(-2.8%) |
| 2 | R ROYAL BK CDA | $195.7M | 699.0K | 5.18% | Trimmed(-6.9%) |
| 3 | S SHOPIFY INC | $167.9M | 795.9K | 4.44% | Trimmed(-0.3%) |
| 4 | S SUNCOR ENERGY INC NEW | $150.7M | 1.56M | 3.99% | Added(+99.0%) |
| 5 | B BANK NOVA SCOTIA B C | $139.3M | 1.08M | 3.69% | Trimmed(-0.5%) |
| 6 | O BANK OF MONTREAL | $127.3M | 534.9K | 3.37% | Trimmed(-14.4%) |
| 7 | C CANADIAN NAT RES LTD MED TER | $125.1M | 1.85M | 3.31% | Added(+1.5%) |
| 8 | A AGNICO EAGLE MINES LTD | $120.5M | 462.3K | 3.19% | Added(+17.8%) |
| 9 | B BROOKFIELD CORP | $112.6M | 2.17M | 2.98% | Trimmed(-0.5%) |
| 10 | E ENBRIDGE INC | $107.7M | 1.63M | 2.85% | Added(+4.4%) |
| 11 | C CANADIAN PACIFIC KANSAS CITY | $105.6M | 869.2K | 2.79% | Added(+4.4%) |
| 12 | C CANADIAN NATL RY CO | $95.5M | 563.8K | 2.53% | Added(+2.7%) |
| 13 | W WHEATON PRECIOUS METALS CORP | $91.2M | 479.7K | 2.41% | Added(+27.3%) |
| 14 | C CAMECO CORP | $89M | 721.6K | 2.36% | Trimmed(-0.0%) |
| 15 | M MICROSOFT CORP | $78.7M | 153.4K | 2.08% | Added(+18.1%) |
| 16 | N NVIDIA CORPORATION | $76.1M | 333.0K | 2.01% | Added(+26.3%) |
| 17 | A APPLE INC | $70.9M | 213.0K | 1.88% | Trimmed(-3.3%) |
| 18 | T TC ENERGY CORP | $70.5M | 846.0K | 1.86% | Trimmed(-0.3%) |
| 19 | G ALPHABET INC | $63.2M | 185.5K | 1.67% | Added(+6.7%) |
| 20 | F FRANCO NEV CORP | $59.6M | 175.9K | 1.58% | Added(+22.2%) |
| 21 | M MANULIFE FINL CORP | $59.1M | 974.1K | 1.56% | Added(+2.2%) |
| 22 | A BROADCOM INC | $51.6M | 147.0K | 1.37% | Trimmed(-11.7%) |
| 23 | C CELESTICA INC | $48.4M | 94.1K | 1.28% | Added(+37.3%) |
| 24 | A AMAZON COM INC | $47.3M | 189.6K | 1.25% | Added(+5.3%) |
| 25 | B BROOKFIELD INFRASTRUCTURE PA | $39.5M | 779.8K | 1.05% | Added(+0.3%) |
| 26 | C CANADIAN IMPERIAL BANK OF CO | $39.2M | 248.3K | 1.04% | Trimmed(-16.1%) |
| 27 | P PEMBINA PIPELINE CORP | $38.6M | 608.1K | 1.02% | Added(+0.2%) |
| 28 | H HUDBAY MINERALS INC | $37.7M | 991.6K | 1.00% | Trimmed(-47.0%) |
| 29 | V VISA INC | $36.6M | 101.9K | 0.97% | Added(+4.4%) |
| 30 | A AMPHENOL CORP | $34.6M | 410.0K | 0.92% | Added(+113.7%) |
| 31 | F F5 INC | $34.1M | 76.6K | 0.90% | Added(+5.7%) |
| 32 | W WASTE CONNECTIONS INC | $33.3M | 152.0K | 0.88% | Trimmed(-19.2%) |
| 33 | Q RESTAURANT BRANDS INTL INC | $31.7M | 310.1K | 0.84% | Trimmed(-0.7%) |
| 34 | W WABTEC | $28.3M | 98.7K | 0.75% | Added(+1.0%) |
| 35 | J JPMORGAN CHASE & CO | $27.9M | 84.4K | 0.74% | Trimmed(-3.2%) |
| 36 | T THERMO FISHER SCIENTIFIC INC | $27.7M | 41.0K | 0.73% | Added(+4.9%) |
| 37 | P PALO ALTO NETWORKS INC | $27M | 68.0K | 0.72% | Added(+26.7%) |
| 38 | T TFI INTERNATIONAL INC | $24.6M | 143.4K | 0.65% | Added(+21.0%) |
| 39 | T TJX COS INC NEW | $22.7M | 171.3K | 0.60% | Added(+6.8%) |
| 40 | B BOOKING HOLDINGS INC | $21.6M | 132.6K | 0.57% | Added(+7.3%) |
| 41 | C COLLIERS INTL GROUP INC | $21.1M | 165.5K | 0.56% | Trimmed(-1.0%) |
| 42 | S CHARLES SCHWAB CORP (THE) | $20.9M | 213.8K | 0.55% | Added(+5.5%) |
| 43 | S STERIS PLC | $19.8M | 94.4K | 0.52% | Added(+20.8%) |
| 44 | L LINDE PLC | $19M | 40.1K | 0.50% | Added(+5.8%) |
| 45 | S S&P GLOBAL INC | $18.1M | 45.9K | 0.48% | Added(+21.5%) |
| 46 | U UNITED RENTALS INC | $17.8M | 17.8K | 0.47% | Added(+5.8%) |
| 47 | C COSTCO WHOLESALE CORPORATION | $17M | 18.7K | 0.45% | Added(+6.8%) |
| 48 | B BCE INC | $16.6M | 565.1K | 0.44% | Added(+21.4%) |
| 49 | B BROOKFIELD ASSET MANAGMT LTD | $16.4M | 258.8K | 0.43% | Trimmed(-0.5%) |
| 50 | C CAE INC | $16.3M | 475.6K | 0.43% | Added(+25.4%) |