Calgary, A0CIK 17674574 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
71 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 379.2K | $41.68M | 19.8% | +60.7K | Added |
| 2 | Vaneck ETF Trust | 1.35M | $34.95M | 16.6% | −53.6K | Reduced |
| 3 | Ishares Tr | 338.5K | $27.29M | 13.0% | −8.1K | Reduced |
| 4 | Vanguard Index Fds |
| 28.0K |
| $9.40M |
| 4.5% |
| −1.5K |
| Reduced |
| 5 | Berkshire Hathaway Inc Del | 13.4K | $6.72M | 3.2% | +235 | Added |
| 6 | Jpmorgan Chase & Co. | 18.3K | $5.90M | 2.8% | +720 | Added |
| 7 | Spdr Series Trust | 24.2K | $5.84M | 2.8% | −110 | Reduced |
| 8 | Microsoft Corp | 10.8K | $5.22M | 2.5% | −26 | Reduced |
| 9 | Ishares Tr | 74.4K | $4.62M | 2.2% | −257 | Reduced |
| 10 | Ishares Tr | 113.0K | $4.46M | 2.1% | +113.0K | New |
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