Q2 2026 13F filing
Updated 49 days ago210 disclosed positions worth $542.1M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C CNI CANADIAN NATIONAL RAILWAY CO | $30M | 251.8K | 5.53% | Trimmed(-12.4%) |
| 2 | S SHOP SHOPIFY INC | $17.5M | 153.7K | 3.24% | Added(+24.3%) |
| 3 | T TCKRF TECK RESOURCES LTD | $14.7M | 247.1K | 2.71% | Added(+40.5%) |
| 4 | G GOOGN ALPHABET INC | $13.3M | 45.2K | 2.45% | Trimmed(-11.6%) |
| 5 | E ETHA ISHARES CORE S&P 500 ETF | $12.9M | 17.3K | 2.38% | Trimmed(-6.5%) |
| 6 | S SU SUNCOR ENERGY INC | $12.8M | 238.1K | 2.36% | Added(+189.6%) |
| 7 | T TSMWF TSMC | $12.6M | 30.5K | 2.33% | Trimmed(-18.8%) |
| 8 | M MSFT MICROSOFT CORP | $12.4M | 41.3K | 2.29% | Trimmed(-3.5%) |
| 9 | C CVE CENOVUS ENERGY INC | $12.2M | 491.3K | 2.24% | Added(+118.2%) |
| 10 | B BXDIF BROOKFIELD CORP | $11.5M | 269.6K | 2.12% | Added(+1.8%) |
| 11 | V VGES VANGUARD S&P 500 ETF | $9.9M | 14.3K | 1.82% | Added(+3.5%) |
| 12 | E ETHA ISHARES CORE MSCI EAFE ETF | $9.5M | 98.5K | 1.76% | Added(+3.5%) |
| 13 | A AMZN AMAZON.COM INC | $9.5M | 49.9K | 1.75% | Added(+0.9%) |
| 14 | A AVGO BROADCOM INC | $9M | 28.6K | 1.66% | Trimmed(-2.5%) |
| 15 | B BB BLACKBERRY LTD | $8.6M | 679.4K | 1.58% | — |
| 16 | C CRM SALESFORCE INC | $8.4M | 68.2K | 1.56% | Added(+25.9%) |
| 17 | C CIGI COLLIERS INTERNATIONAL GROUP I | $8.1M | 86.9K | 1.50% | Added(+14.6%) |
| 18 | G GIL GILDAN ACTIVEWEAR INC | $7.9M | 153.5K | 1.46% | Trimmed(-1.3%) |
| 19 | N NTR NUTRIEN LTD | $7.8M | 123.3K | 1.43% | Added(+71.2%) |
| 20 | M META META PLATFORMS INC | $7.7M | 17.2K | 1.43% | Added(+15.7%) |
| 21 | T TMUSL T-MOBILE US INC | $7.4M | 56.4K | 1.36% | Added(+27.2%) |
| 22 | W WPM WHEATON PRECIOUS METALS CORP | $7.3M | 65.2K | 1.35% | Trimmed(-23.8%) |
| 23 | T TMSOF THOMSON REUTERS CORP | $7.3M | 89.4K | 1.34% | — |
| 24 | M MDA MDA SPACE LTD | $7.1M | 172.1K | 1.31% | Added(+2403.6%) |
| 25 | C CNQ CANADIAN NATURAL RESOURCES LTD | $7M | 176.7K | 1.29% | Added(+32.8%) |
| 26 | S STN STANTEC INC | $7M | 101.3K | 1.29% | Added(+28.9%) |
| 27 | P PPLAF PEMBINA PIPELINE CORP | $6.5M | 141.5K | 1.21% | Added(+9.3%) |
| 28 | B BGSI BOYD GROUP SERVICES INC | $6.4M | 68.1K | 1.19% | Added(+32.9%) |
| 29 | L LSPD LIGHTSPEED COMMERCE INC | $6M | 578.0K | 1.11% | Trimmed(-14.1%) |
| 30 | B BRK-A BERKSHIRE HATHAWAY INC | $6M | 8 | 1.11% | Unchanged |
| 31 | B BSX BOSTON SCIENTIFIC CORP | $6M | 183.0K | 1.10% | Added(+117.6%) |
| 32 | O OTIS OTIS WORLDWIDE CORP | $5.8M | 103.1K | 1.07% | Added(+23.1%) |
| 33 | D DSGX DESCARTES SYSTEMS GROUP INC/TH | $5.8M | 83.2K | 1.06% | Added(+4.4%) |
| 34 | B BDX BECTON DICKINSON & CO | $5.6M | 48.3K | 1.04% | Added(+4.7%) |
| 35 | C CSGP COSTAR GROUP INC | $5.5M | 256.3K | 1.01% | Added(+46.4%) |
| 36 | F FNV FRANCO-NEVADA CORP | $5.5M | 26.4K | 1.01% | Trimmed(-11.6%) |
| 37 | B BNS BANK OF NOVA SCOTIA/THE | $5.4M | 62.7K | 1.00% | Trimmed(-29.9%) |
| 38 | J J JACOBS SOLUTIONS INC | $5.4M | 53.3K | 1.00% | Added(+27.2%) |
| 39 | O OR OR ROYALTIES INC | $5.4M | 169.4K | 0.99% | Trimmed(-23.6%) |
| 40 | R RYLBF ROYAL BANK OF CANADA | $5.3M | 25.7K | 0.98% | Trimmed(-2.0%) |
| 41 | Q QSR RESTAURANT BRANDS INTERNATIONA | $5.2M | 71.9K | 0.96% | Added(+19.8%) |
| 42 | H HBM HUDBAY MINERALS INC | $5.2M | 220.1K | 0.96% | Trimmed(-23.0%) |
| 43 | A AG FIRST MAJESTIC SILVER CORP | $5.2M | 304.7K | 0.95% | Added(+9.0%) |
| 44 | M MEOH METHANEX CORP | $5M | 108.8K | 0.93% | Added(+544000.0%) |
| 45 | W WTW WILLIS TOWERS WATSON PLC | $5M | 25.0K | 0.92% | Added(+11.2%) |
| 46 | A ABT ABBOTT LABORATORIES | $4.7M | 67.6K | 0.87% | Added(+14.1%) |
| 47 | V VGES VANGUARD FTSE EMERGING MARKETS | $4.6M | 77.3K | 0.85% | Added(+3.5%) |
| 48 | T TDBCP TORONTO-DOMINION BANK/THE | $4.6M | 37.8K | 0.85% | Trimmed(-20.1%) |
| 49 | D DIS WALT DISNEY CO/THE | $4.5M | 58.8K | 0.83% | Trimmed(-0.7%) |
| 50 | F FSV FIRSTSERVICE CORP | $4.5M | 31.5K | 0.82% | Added(+3.6%) |