Toronto, A6CIK 20806273 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
45 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Thomson Reuters Corp | 808.8K | $106.68M | 30.2% | +137.6K | Added |
| 2 | Jpmorgan Chase & Co. | 125.0K | $40.28M | 11.4% | 0 | Held |
| 3 | Fedex Corp | 90.0K | $26.00M | 7.4% | 0 | Held |
| 4 | Elevance Health Inc |
| 70.0K |
| $24.54M |
| 6.9% |
| −76.0K |
| Reduced |
| 5 | Goldman Sachs Group Inc | 25.0K | $21.98M | 6.2% | +25.0K | New |
| 6 | Canadian Natl Ry Co | 117.5K | $11.61M | 3.3% | −117.5K | Reduced |
| 7 | Union Pac Corp | 49.5K | $11.45M | 3.2% | +49.5K | New |
| 8 | Wells Fargo Co New | 105.0K | $9.79M | 2.8% | 0 | Held |
| 9 | Agilent Technologies Inc | 70.0K | $9.52M | 2.7% | −190.0K | Reduced |
| 10 | Caterpillar Inc | 15.0K | $8.59M | 2.4% | 0 | Held |
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