Surrey, Z4CIK 17999004 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
435 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 52.1K | $16.42M | 7.3% | −4.0K | Reduced |
| 2 | Microsoft Corp | 25.2K | $11.90M | 5.3% | +765 | Added |
| 3 | Lam Research Corp | 51.3K | $9.50M | 4.2% | −1.6K | Reduced |
| 4 | Visa Inc |
| 22.1K |
| $7.67M |
| 3.4% |
| +1.6K |
| Added |
| 5 | Ishares Tr | 67.8K | $7.46M | 3.3% | +13.6K | Added |
| 6 | Brookfield Corp | 156.4K | $7.28M | 3.2% | +51.6K | Added |
| 7 | Jpmorgan Chase & Co. | 20.9K | $6.80M | 3.0% | −391 | Reduced |
| 8 | Royal Bk Cda | 37.9K | $6.45M | 2.9% | +554 | Added |
| 9 | Canadian Nat Res Ltd | 178.8K | $6.12M | 2.7% | +1.6K | Added |
| 10 | Cameco Corp | 62.4K | $6.11M | 2.7% | −609 | Reduced |
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