Q2 2026 13F filing
Updated 28 days ago239 disclosed positions worth $4.1B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | R RYLBF ROYAL BK CDA | $329M | 1.59M | 8.00% | Added(+21193.6%) |
| 2 | C CNQ CANADIAN NAT RES LTD MED TER | $153.6M | 3.88M | 3.73% | Added(+14410.4%) |
| 3 | T TDBCP TORONTO DOMINION BK ONT | $150.5M | 1.24M | 3.66% | Trimmed(-4.9%) |
| 4 | B BXDIF BROOKFIELD CORP | $142.2M | 3.33M | 3.46% | Added(+21.1%) |
| 5 | G GIB CGI INC | $141.6M | 2.19M | 3.44% | Added(+23135.0%) |
| 6 | A AEM AGNICO EAGLE MINES LTD | $135.9M | 874.7K | 3.30% | Added(+15183.8%) |
| 7 | S SU SUNCOR ENERGY INC NEW | $122.4M | 2.28M | 2.98% | Added(+27.1%) |
| 8 | O OTEX OPEN TEXT CORP | $112.8M | 5.10M | 2.74% | Added(+11.5%) |
| 9 | O OILD BANK MONTREAL MEDIUM | $108.6M | 614.9K | 2.64% | Trimmed(-9.7%) |
| 10 | B BGSI BOYD GROUP SERVICES INC | $102M | 1.08M | 2.48% | Added(+74.7%) |
| 11 | C CP CANADIAN PACIFIC KANSAS CITY | $101.4M | 1.17M | 2.46% | Added(+9793.7%) |
| 12 | C CNDIF CANADIAN IMPERIAL BANK OF CO | $89.8M | 780.0K | 2.18% | Added(+11194.5%) |
| 13 | A AAPL APPLE INC | $87.9M | 303.7K | 2.14% | Added(+528.3%) |
| 14 | A ASMLF ASML HLDG NV | $80.4M | 40.4K | 1.95% | Added(+6.0%) |
| 15 | M MDA MDA SPACE LTD | $78.6M | 1.91M | 1.91% | Trimmed(-46.4%) |
| 16 | A AVGO BROADCOM INC | $76.9M | 203.4K | 1.87% | Added(+466.9%) |
| 17 | Q QSR RESTAURANT BRANDS INTL INC | $67.7M | 934.3K | 1.65% | Added(+11108.5%) |
| 18 | G GIL GILDAN ACTIVEWEAR INC | $67.6M | 1.31M | 1.64% | Added(+9.4%) |
| 19 | M MSFT MICROSOFT CORP | $63.8M | 171.0K | 1.55% | Added(+696.9%) |
| 20 | E EBBGF ENBRIDGE INC | $61.6M | 1.14M | 1.50% | Added(+5063.4%) |
| 21 | S SHOP SHOPIFY INC | $61.1M | 534.5K | 1.49% | Added(+2.0%) |
| 22 | F FBTC WILLIAMS COS INC | $60.6M | 815.2K | 1.47% | Added(+1130.0%) |
| 23 | G GOOGN ALPHABET INC | $60.3M | 168.8K | 1.47% | Added(+339.9%) |
| 24 | C COST COSTCO WHOLESALE CORPORATION | $56.9M | 60.8K | 1.38% | Added(+932.0%) |
| 25 | M MNUFF MANULIFE FINL CORP | $54.9M | 1.35M | 1.33% | Added(+4781.0%) |
| 26 | C CNI CANADIAN NATL RY CO | $50.4M | 422.2K | 1.22% | Added(+0.2%) |
| 27 | T TTE TOTALENERGIES SE | $43.9M | 564.8K | 1.07% | Added(+2.5%) |
| 28 | B BNS BANK NOVA SCOTIA B C | $41.9M | 483.2K | 1.02% | Trimmed(-2.0%) |
| 29 | F FTRSF FORTIS INC | $41.7M | 728.9K | 1.01% | Trimmed(-2.1%) |
| 30 | S SUNFF SUN LIFE FINANCIAL INC. | $40.9M | 521.2K | 0.99% | Added(+10.8%) |
| 31 | W WPM WHEATON PRECIOUS METALS CORP | $37.9M | 337.1K | 0.92% | Trimmed(-0.7%) |
| 32 | J JNJ JOHNSON & JOHNSON | $36.5M | 143.6K | 0.89% | Added(+932.4%) |
| 33 | M MCD MCDONALDS CORP | $35.6M | 131.5K | 0.86% | Added(+1698.5%) |
| 34 | A AZN ASTRAZENECA PLC | $33.6M | 177.2K | 0.82% | Added(+4.1%) |
| 35 | B B BARRICK MNG CORP | $32.3M | 878.7K | 0.79% | Added(+4531.1%) |
| 36 | E EQIX EQUINIX INC | $31.5M | 30.3K | 0.77% | Added(+571.4%) |
| 37 | T TCKRF TECK RESOURCES LTD | $30.8M | 517.3K | 0.75% | Trimmed(-37.8%) |
| 38 | M MA MASTERCARD INCORPORATED | $28.6M | 55.6K | 0.69% | Added(+1504.2%) |
| 39 | R RYDAF SHELL PLC | $27.8M | 357.9K | 0.67% | Added(+6.2%) |
| 40 | R RSG REPUBLIC SVCS INC | $27.1M | 127.4K | 0.66% | Added(+1060.8%) |
| 41 | T TJX TJX COS INC NEW | $26.9M | 177.3K | 0.65% | Added(+1111.4%) |
| 42 | N NVDA NVIDIA CORPORATION | $26.2M | 130.8K | 0.64% | Added(+91.4%) |
| 43 | M META META PLATFORMS INC | $25.9M | 46.0K | 0.63% | Added(+405.9%) |
| 44 | R RCIAF ROGERS COMMUNICATIONS INC | $25.7M | 790.1K | 0.62% | Added(+7.1%) |
| 45 | B BIP-PB BROOKFIELD INFRASTRUCTURE PA | $25.5M | 699.8K | 0.62% | Trimmed(-0.8%) |
| 46 | S STN STANTEC INC | $25.3M | 366.2K | 0.61% | Trimmed(-0.1%) |
| 47 | P PH PARKER-HANNIFIN CORP | $23.6M | 24.1K | 0.57% | Added(+290.9%) |
| 48 | N NTR NUTRIEN LTD | $23.6M | 374.8K | 0.57% | Added(+3893.5%) |
| 49 | B BAM BROOKFIELD ASSET MANAGMT LTD | $23M | 512.3K | 0.56% | Added(+42.8%) |
| 50 | A ABBV ABBVIE INC | $22.9M | 90.9K | 0.56% | Added(+514.0%) |