Toronto, A6CIK 16501424 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
33 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Mastercard Incorporated | 152.1K | $86.84M | 5.0% | −1.8K | Reduced |
| 2 | Eli Lilly & Co | 80.6K | $86.60M | 5.0% | −13.3K | Reduced |
| 3 | Old Dominion Freight Line In | 549.2K | $86.12M | 5.0% | +144.0K | Added |
| 4 | Visa Inc |
| 240.9K |
| $84.49M |
| 4.9% |
| −3.9K |
| Reduced |
| 5 | Applied Matls Inc | 324.0K | $83.26M | 4.8% | −93.5K | Reduced |
| 6 | Amphenol Corp New | 611.3K | $82.61M | 4.8% | +611.3K | New |
| 7 | Mckesson Corp | 100.2K | $82.16M | 4.7% | −1.1K | Reduced |
| 8 | Wabtec | 381.0K | $81.32M | 4.7% | −5.3K | Reduced |
| 9 | Accenture PLC Ireland | 302.2K | $81.09M | 4.7% | +62.6K | Added |
| 10 | Unitedhealth Group Inc | 243.7K | $80.44M | 4.6% | −12.4K | Reduced |
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