Q3 2026 13F filing
Updated 16 days ago209 disclosed positions worth $545.3M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C CANADIAN NATIONAL RAILWAY CO | $26.9M | 225.2K | 4.93% | Trimmed(-10.6%) |
| 2 | S SHOPIFY INC | $17.9M | 120.3K | 3.28% | Trimmed(-21.7%) |
| 3 | M MICROSOFT CORP | $17.2M | 41.6K | 3.16% | Added(+0.6%) |
| 4 | T TSMC | $15.2M | 38.5K | 2.79% | Added(+26.0%) |
| 5 | C CENOVUS ENERGY INC | $14.8M | 476.2K | 2.72% | Trimmed(-3.1%) |
| 6 | S SUNCOR ENERGY INC | $14.7M | 216.6K | 2.70% | Trimmed(-9.0%) |
| 7 | E ISHARES CORE S&P 500 ETF | $13M | 16.9K | 2.38% | Trimmed(-1.9%) |
| 8 | G ALPHABET INC | $12.7M | 44.9K | 2.34% | Trimmed(-0.7%) |
| 9 | B BROOKFIELD CORP | $11.4M | 310.9K | 2.09% | Added(+15.3%) |
| 10 | A AMAZON.COM INC | $10.4M | 52.2K | 1.91% | Added(+4.7%) |
| 11 | V VANGUARD S&P 500 ETF | $10.1M | 14.4K | 1.85% | Added(+0.5%) |
| 12 | A BROADCOM INC | $9.9M | 34.3K | 1.81% | Added(+19.9%) |
| 13 | W WHEATON PRECIOUS METALS CORP | $9.7M | 72.6K | 1.78% | Added(+11.3%) |
| 14 | E ISHARES CORE MSCI EAFE ETF | $9.6M | 99.4K | 1.77% | Added(+0.9%) |
| 15 | M META PLATFORMS INC | $9.4M | 16.1K | 1.73% | Trimmed(-6.4%) |
| 16 | C SALESFORCE INC | $9.1M | 48.7K | 1.66% | Trimmed(-28.5%) |
| 17 | G GILDAN ACTIVEWEAR INC | $8.8M | 207.1K | 1.62% | Added(+34.9%) |
| 18 | C COLLIERS INTERNATIONAL GROUP I | $8.5M | 94.8K | 1.56% | Added(+9.1%) |
| 19 | B BOYD GROUP SERVICES INC | $8M | 101.2K | 1.46% | Added(+48.7%) |
| 20 | T TECK RESOURCES LTD | $7.8M | 117.6K | 1.42% | Trimmed(-52.4%) |
| 21 | T T-MOBILE US INC | $7.6M | 60.2K | 1.40% | Added(+6.7%) |
| 22 | N NUTRIEN LTD | $7.6M | 107.9K | 1.39% | Trimmed(-12.5%) |
| 23 | O OR ROYALTIES INC | $7.3M | 212.5K | 1.34% | Added(+25.4%) |
| 24 | S STANTEC INC | $7.2M | 106.4K | 1.32% | Added(+5.1%) |
| 25 | T THOMSON REUTERS CORP | $6.9M | 71.0K | 1.27% | Trimmed(-20.6%) |
| 26 | B BLACKBERRY LTD | $6.9M | 762.1K | 1.26% | Added(+12.2%) |
| 27 | O OTIS WORLDWIDE CORP | $6.7M | 133.3K | 1.24% | Added(+29.4%) |
| 28 | L LIGHTSPEED COMMERCE INC | $6.6M | 676.2K | 1.21% | Added(+17.0%) |
| 29 | B BOSTON SCIENTIFIC CORP | $6.6M | 194.3K | 1.21% | Added(+6.2%) |
| 30 | M METHANEX CORP | $6.2M | 105.9K | 1.14% | Trimmed(-2.7%) |
| 31 | B BECTON DICKINSON & CO | $6.2M | 44.9K | 1.14% | Trimmed(-7.0%) |
| 32 | C CANADIAN NATURAL RESOURCES LTD | $6.1M | 129.6K | 1.12% | Trimmed(-26.6%) |
| 33 | B BERKSHIRE HATHAWAY INC | $6M | 8 | 1.10% | Unchanged |
| 34 | R ROGERS COMMUNICATIONS INC | $5.5M | 179.1K | 1.01% | Added(+35.8%) |
| 35 | P PEMBINA PIPELINE CORP | $5.5M | 123.2K | 1.01% | Trimmed(-12.9%) |
| 36 | J JACOBS SOLUTIONS INC | $5.4M | 49.2K | 1.00% | Trimmed(-7.7%) |
| 37 | D WALT DISNEY CO/THE | $5.4M | 65.2K | 0.99% | Added(+10.9%) |
| 38 | B BANK OF NOVA SCOTIA/THE | $5.3M | 58.1K | 0.97% | Trimmed(-7.3%) |
| 39 | C COSTAR GROUP INC | $5.2M | 244.4K | 0.96% | Trimmed(-4.7%) |
| 40 | C CONOCOPHILLIPS | $4.9M | 51.1K | 0.90% | Added(+0.7%) |
| 41 | T TOAST INC | $4.9M | 220.8K | 0.90% | — |
| 42 | W WILLIS TOWERS WATSON PLC | $4.8M | 21.4K | 0.88% | Trimmed(-14.3%) |
| 43 | R ROYAL BANK OF CANADA | $4.8M | 24.2K | 0.88% | Trimmed(-5.8%) |
| 44 | U UNITED RENTALS INC | $4.7M | 5.8K | 0.87% | Added(+57.1%) |
| 45 | D DESCARTES SYSTEMS GROUP INC/TH | $4.7M | 58.1K | 0.86% | Trimmed(-30.2%) |
| 46 | V VANGUARD FTSE EMERGING MARKETS | $4.6M | 77.3K | 0.84% | Trimmed(-0.0%) |
| 47 | A ABBOTT LABORATORIES | $4.5M | 58.8K | 0.83% | Trimmed(-13.1%) |
| 48 | F FRANCO-NEVADA CORP | $4.5M | 18.9K | 0.83% | Trimmed(-28.4%) |
| 49 | F FIRSTSERVICE CORP | $4.3M | 33.3K | 0.78% | Added(+5.7%) |
| 50 | G GREENFIRE RESOURCES LTD | $4.1M | 730.8K | 0.76% | Added(+10.4%) |