Q2 2026 13F filing
Updated 35 days ago224 disclosed positions worth $705.7M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AAPL APPLE INC | $53.1M | 183.7K | 7.53% | — |
| 2 | R RYLBF ROYAL BK CDA | $23.3M | 112.9K | 3.31% | — |
| 3 | G GOOGN ALPHABET INC | $21.5M | 60.1K | 3.05% | — |
| 4 | A AMZN AMAZON COM INC | $20.7M | 86.9K | 2.93% | — |
| 5 | M MSFT MICROSOFT CORP | $15.9M | 42.5K | 2.25% | — |
| 6 | C CNDIF CANADIAN IMPERIAL BANK OF CO | $15.2M | 132.7K | 2.16% | — |
| 7 | P PHYS SPROTT ASSET MANAGEMENT LP | $14.8M | 492.1K | 2.10% | — |
| 8 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $14.5M | 28.9K | 2.05% | — |
| 9 | I INTC INTEL CORP | $14M | 100.2K | 1.98% | — |
| 10 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $12M | 16 | 1.70% | — |
| 11 | N NVDA NVIDIA CORPORATION | $11.1M | 55.6K | 1.58% | — |
| 12 | G GS-PD GOLDMAN SACHS GROUP INC | $10.4M | 10.3K | 1.47% | — |
| 13 | M META META PLATFORMS INC | $9.7M | 17.2K | 1.37% | — |
| 14 | C CP CANADIAN PACIFIC KANSAS CITY | $9.6M | 111.4K | 1.37% | — |
| 15 | J JPM-PM JPMORGAN CHASE & CO | $9.2M | 28.2K | 1.31% | — |
| 16 | R RBA RB GLOBAL INC | $9M | 77.1K | 1.27% | — |
| 17 | T TDBCP TORONTO DOMINION BK ONT | $8.6M | 70.8K | 1.22% | — |
| 18 | S STT-PG SPDR SERIES TRUST | $8.6M | 74.0K | 1.21% | — |
| 19 | P PSLV SPROTT ASSET MANAGEMENT LP | $8.4M | 446.0K | 1.19% | — |
| 20 | O OILD BANK MONTREAL MEDIUM | $8.2M | 46.7K | 1.17% | — |
| 21 | G GE GE AEROSPACE | $8.1M | 21.6K | 1.14% | — |
| 22 | T TFII TFI INTERNATIONAL INC | $8M | 55.9K | 1.14% | — |
| 23 | G GMED GLOBAL X FDS | $7.8M | 101.3K | 1.10% | — |
| 24 | T TSLA TESLA INC | $7.5M | 17.9K | 1.07% | — |
| 25 | E ETHA ISHARES TR | $7M | 67.0K | 0.99% | — |
| 26 | A AEM AGNICO EAGLE MINES LTD | $6.9M | 44.6K | 0.98% | — |
| 27 | C CAT CATERPILLAR INC | $6.6M | 6.2K | 0.93% | — |
| 28 | P PPLAF PEMBINA PIPELINE CORP | $6.3M | 135.6K | 0.89% | — |
| 29 | U UNP UNION PAC CORP | $6.1M | 22.4K | 0.86% | — |
| 30 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $6M | 12.6K | 0.85% | — |
| 31 | M MDT MEDTRONIC PLC | $5.9M | 75.6K | 0.84% | — |
| 32 | M MDA MDA SPACE LTD | $5.9M | 142.5K | 0.83% | — |
| 33 | B BNS BANK NOVA SCOTIA B C | $5.7M | 65.9K | 0.81% | — |
| 34 | M MS-PP MORGAN STANLEY | $5.7M | 27.0K | 0.80% | — |
| 35 | S SHOP SHOPIFY INC | $5.6M | 48.7K | 0.79% | — |
| 36 | ? N/A INVESCO EXCH TRADED FD TR II | $5.5M | 60.0K | 0.79% | — |
| 37 | B BCPPF BCE INC | $5.5M | 254.8K | 0.78% | — |
| 38 | V VSECU VSE CORP | $5.3M | 23.0K | 0.74% | — |
| 39 | C CNQ CANADIAN NAT RES LTD MED TER | $5.2M | 132.0K | 0.74% | — |
| 40 | N NTRA NATERA INC | $5.1M | 18.9K | 0.73% | — |
| 41 | C CNI CANADIAN NATL RY CO | $5.1M | 42.7K | 0.72% | — |
| 42 | W WYNN XPO INC | $4.9M | 24.0K | 0.70% | — |
| 43 | G GOOGN ALPHABET INC | $4.9M | 13.8K | 0.69% | — |
| 44 | C CEF SPROTT ASSET MANAGEMENT LP | $4.8M | 120.4K | 0.69% | — |
| 45 | F FCX FREEPORT MCMORAN INC | $4.8M | 76.6K | 0.68% | — |
| 46 | N NEMCL NEWMONT CORP | $4.7M | 50.8K | 0.67% | — |
| 47 | N NTR NUTRIEN LTD | $4.7M | 75.3K | 0.67% | — |
| 48 | M MA MASTERCARD INCORPORATED | $4.5M | 8.8K | 0.64% | — |
| 49 | T TRPRF TC ENERGY CORP | $4.5M | 68.1K | 0.64% | — |
| 50 | V VSECU VSE CORP | $4.5M | 77.8K | 0.64% | — |